CFO Thought Leader

APRIL 23, 2024

Ask any CFO about their career-building years, and they will likely attribute their success to their adaptability and ability to render strategic insight. In the face of new corporate landscapes, it is the strategic, adaptable CFO who can turn challenges into opportunities for growth and learning.

CFO 59

CFO Securities Leadership Restructuring 59

https://trustedcfosolutions.com/feed/

MAY 17, 2022

In the world of the CFO, there is one constant amid all the changes. The CFO must always be ready to lead and manage a successful finance team. In order to be successful, the CFO needs to collaborate closely with the Controller to define and implement financial strategies that can be supported through financial operations.

CFO 107

CFO Prioritization Invoicing Finance 107

CFO Plans

MAY 2, 2024

With numerous options available, how can a CFO navigate this complex landscape and find the perfect match? Evaluating Security and Compliance When it comes to financial data, security and compliance are non-negotiable. Selecting the right accounting partner is a critical decision for any CFO.

Accounting 52

Accounting Problem Solving Compliance Communication 52

CFO Thought Leader

DECEMBER 17, 2023

area outpost before receiving an invitation from the company’s CFO in 2010 to relocate to Seattle to join its corporate offices. Eleven years later, Chambers would be appointed CFO of RealNetworks. ” –Christine Chambers, CFO, PetMeds jb PetMeds | www.1800petmeds.com 1800petmeds.com | Delray Beach.

CFO 52

CFO Healthcare Leadership Prioritization 52

Spreadym

AUGUST 17, 2023

How to Create Financial Reporting Dashboards for CFO Creating effective financial reporting dashboards for a CFO (Chief Financial Officer) involves careful planning, data integration, visualization, and customization. Determine the specific financial metrics, performance indicators, and insights that the CFO needs to monitor regularly.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Michigan CFO

SEPTEMBER 29, 2021

In the world of manufacturing, where processes run thick and bottlenecks are known to arise, CFO services play a critical role in helping organizations steer towards efficiency, profitability, and longevity. The Evolving CFO Role in a Manufacturing Company. Using CFO Services to Overcome Challenges in Manufacturing.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

CFO News

MAY 29, 2024

The RBI has ramped up supervision to curb systemic risks and ensure compliance. Swaminathan urged ARC boards to prioritize assurance functions like risk management and internal audit to identify and mitigate risks effectively. RBI Deputy Governor Swaminathan J.

Prioritization 40

Prioritization Auditing Risk Management Compliance 40

CFO Talks

MARCH 14, 2024

Beyond the Basics: 7 Key Focus Areas for New CFOs 1. Introduction to the Evolving Role of the CFO In our previous discussion, we outlined the critical first steps a newly appointed CFO should take to establish a solid foundation within their organization. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. A CFO will evaluate financial performance, and bring attention to potential issues.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

Future CFO

MAY 31, 2023

With reporting regulations continuing to evolve, and market certainty remaining unpredictable in 2023, how should the CFO, finance leaders and, indeed the entire, finance department work to ensure the team is able to meet expectations? That said, technology is only one aspect of the reporting process.

Finance 98

Finance General Ledger Prioritization Auditing 98

CFO Leadership

JANUARY 5, 2024

The intensity stems from the larger, more far-reaching implications of the make-or-break decisions CEOs and boards expect CFOs to make quickly. Fulfilling these and other ESG compliance mandates requires the CFO’s expertise concerning reporting rigor, data collection, data controls and related governance considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

CFO Leadership

JANUARY 25, 2024

Research from Protiviti shows that CFO priorities are intensifying and converging. The intensity stems from the larger, more far-reaching implications of the make-or-break decisions CEOs and boards expect CFOs to make quickly. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

CFO Network

MARCH 18, 2024

Whether navigating tax intricacies or ensuring regulatory compliance, outsourcing offers a gateway to expert guidance and support. Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information.

Accounting 52

Accounting Prioritization Communication Construction 52

The Charity CFO

MAY 19, 2023

In a previous article, we discussed the benefits, risks, and compliance requirements of outsourcing bookkeeping for nonprofit organizations. Not only does it fulfill compliance requirements, but it also plays a crucial role in achieving the organization’s mission.

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

The Charity CFO

JULY 31, 2023

It is essential to ensure that all directors and stakeholders thoroughly understand the policy’s provisions, their responsibilities, and the possible consequences of non-compliance. The post Conflicts of Interest: Why it’s Important and How Often it Should be Done appeared first on The Charity CFO. Get the free guide!

Nonprofit 52

Nonprofit Prioritization Compliance Accounting 52

The Charity CFO

APRIL 22, 2024

High levels of burnout could pose legal, compliance, and financial risks as employees lose focus or drive in their jobs. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. The post How to Prevent Burnout in Your Nonprofit appeared first on The Charity CFO.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

The Charity CFO

MARCH 29, 2024

Accurate data also helps you stay in compliance with legal regulations and tax laws, such as annual IRS filings. Prioritize areas for correction: Make a list of the areas or categories of your budget to actual report that is the most impactful for your organization and plan to focus on fixing those areas first. Get the free guide!

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

The Finance Weekly

OCTOBER 9, 2022

According to , Jim Caci , CFO of software-as-a-service (SaaS) and data management platform provider AvePoint, the collaboration between finance and IT is essential for any company looking to grow. This collaboration may include a unified cost and projected benefit analysis and an evaluation of the risks and rewards of a proposed investment.

Finance 98

Finance Budgeting CFO Forecasting 98

Future CFO

DECEMBER 3, 2023

Key takeaways on the workforce include: 77% of manufacturing leaders say their company is prioritizing upskilling. Another big challenge is ensuring workplace safety and compliance. 61% of manufacturers are heavily embracing automation. 49% of self-described modern manufacturers are employing AI.

Manufacturing 52

Manufacturing Benchmarking Prioritization Budgeting 52

CFO News Room

JANUARY 9, 2023

Tax helps provide markets and stakeholders with transparent compliance and reporting, which in turn helps tell the company’s sustainability story. Prioritizing the sustainability agenda offers tax leaders a distinct opportunity to deliver significant value to the organization. Finding more value. Elevate the governance.

Compliance 100

Compliance Prioritization Finance Risk Management 100

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO News Room

NOVEMBER 8, 2022

Current privacy regulations, however, prioritize governments and firms over consumers. US data privacy policies, however, continue to prioritize the state and private firm rather than the consumer, exacerbating privacy concerns. For instance, these policies leave governments exempt from compliance. Ethan Yang.

Prioritization 130

Prioritization Economics Concentration Compliance 130

The Charity CFO

JUNE 7, 2023

Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? It ensures compliance with reporting standards and provides transparency to stakeholders about how resources are allocated and utilized. The Charity CFO specializes in nonprofit accounting and bookkeeping.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

Bramasol

DECEMBER 14, 2023

With our core focus on financial applications such as order-to-cash, revenue recognition, subscription-billing, leasing, treasury and other solutions, Bramasol has significant experience in virtually all aspects of S/4HANA migration that involve the Office of the CFO.

Technology 88

Technology SAP IFRS Compliance 88

The Charity CFO

AUGUST 15, 2023

Compliance Like traditional accounting positions, nonprofit accountants have to ensure compliance with tax laws and regulations. Compliance with Tax Regulations Tax-exempt statuses are unique to nonprofit organizations, but to maintain these statuses, they have to comply with specific tax laws and regulations.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Future CFO

AUGUST 1, 2023

Specific to the automation of finance and accounting processes, can you identify the top three areas mid-size enterprises are prioritizing to automate? Payroll accounting : Automating payroll processes can help save time and resources, maintain compliance with legal regulations, reduce manual errors and track business expenses.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

CFO Talks

FEBRUARY 10, 2023

SARS has already announced its Vision 2024 embracing technology specifically artificial intelligence, to ease the burden of detecting non-compliance amongst taxpayers. The post SA Budget Speech 2023: What can CFOs expect? appeared first on CFO Club Africa. Let’s hope for more thinking in this vein.

Budgeting 52

Budgeting Profit and Loss Forecasting Prioritization 52

Planful

OCTOBER 19, 2021

How well are we meeting our compliance requirements? Organizations that don’t prioritize net-zero transition run the risk of having BlackRock voting against management and selling its shares. The CFO stands to benefit from better environmental practice. What value are we getting from our investment in a secure technology?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

The Charity CFO

NOVEMBER 17, 2022

A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. Is it a monitoring tool, a funder compliance roadmap, or a blueprint for change? The post Budgets for Nonprofits: Get ready for 2023 appeared first on The Charity CFO. That’s where we come in.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

BlueLight

AUGUST 21, 2020

Their expertise ranged from seed stage start-ups, where the CEO also served as the in-house finance leader, to growth stage companies where an in-house CFO monitored the entity’s current and future financial health. I expanded our service offering to include outsourced finance, accounting, HR and compliance. Compliance ?—?We

Planning 52

Planning Marketing Startups CFO 52

Planful

MAY 24, 2017

This was the focus of the New Jersey Chapter of the CFO Leadership Council at its May 2017 panel discussion titled “How Much Risk Is in Your Risk Management?” Moderated by Angela Tise of the CFO Leadership Council, the panel included Claire Doherty, Director of the Risk Consulting Practice at KPMG, Brian J.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

CFO News Room

JANUARY 8, 2023

Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability. Automating testing or compliance can have a huge impact in terms of freeing up engineer capacity to do what they love. This isn’t just a productivity issue; it’s a talent issue.

Budgeting 130

Budgeting Securities Economics Technology 130

PYMNTS

APRIL 5, 2016

Greater exposure to risk and pressure to boost revenue are hanging over CFOs’ heads “like a dark cloud,” according to The Hackett Group’s Jim O’Connor, one of the authors of the firm’s latest report, “ The CFO Agenda.” What CFOs Are Up Against. CFOs Prioritize. percent reduction in budget.

Leadership 42

Leadership CFO Prioritization Finance 42

CFO News Room

JANUARY 22, 2023

For instance, one of my executive coaching clients was a new VP of HR who inherited a team which the businesses traditionally ignored on strategic issues and only called on them for basic tactical and compliance-tracking needs.

Prioritization 130

Prioritization Leadership Compliance Communication 130

CFO News Room

NOVEMBER 5, 2022

Notably, while an office of supervisory jurisdiction is subject to an annual inspection by the parent brokerage, the new RSLs would only be subject to examination once every three years (reducing the compliance burden on the brokerages, as a growing number of RSLs would expand the number of locations requiring inspections).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Boston Startup CFO

MAY 9, 2016

Now, they need to contend with a tangled web of international trade and tax laws, government regulations, and compliance needs. Mom and pop businesses rarely sold outside of their own zip code just 15 years ago. These are precisely the kinds of areas that great human accounting professionals are ideally suited to address.

Accounting 52

Accounting Prioritization Advertising Compliance 52