CFO Plans

MAY 2, 2024

With numerous options available, how can a CFO navigate this complex landscape and find the perfect match? Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving. Look for a partner that provides strategic advisory, financial planning, and performance analysis.

Accounting 52

Accounting Problem Solving Compliance Communication 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 News Room

JANUARY 12, 2023

When employees know their performance is being measured by the rules of productivity software, they become motivated to prioritize emails and messages over their core work. Do you plan check-ins around your schedule without considering your employee’s needs? Do you plan “brainstorming sessions” with no agenda?

Problem Solving 130

Problem Solving Prioritization Planning Securities 130

CFO News Room

DECEMBER 3, 2022

It combines active listening, managing conflict, shared problem solving, self-regulation, humility, curiosity, and a caring orientation toward others. This will help you narrow your development focus as you prioritize learning to be more collaborative. It may well be that collaboration is simply something you’ve never learned.

Problem Solving 130

Problem Solving Prioritization Planning Marketing 130

CFO News Room

NOVEMBER 24, 2022

We get to ask questions like: What do I value, and what do I prioritize? The steps below can help you harness ambivalence as a tool to build self-insight and recognize your inherent multifaceted nature, which can then fuel creative problem solving and steer you away from black-and-white thinking.

Problem Solving 100

Problem Solving Nonprofit Prioritization Economics 100

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. What does this all mean?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

The Charity CFO

MARCH 2, 2022

Isabel is the Onboarding Specialist at The Charity CFO. You used to audit nonprofit organizations back in the day, similar to me, but while I was the CFO of a nonprofit, you were my auditor. You know what your job description is and, um, figure out a plan on how to prioritize their job. So really interesting stories.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98