Global Finance

NOVEMBER 5, 2024

GF: Are the core principles and objectives of Islamic economics a challenge to communicate to younger generations? Communicating with younger generations is key. We need to consider these factors when communicating with Gen Z. How does Gen Z perceive Sharia principles? Khalawi: That is a great question.

Finance 116

Finance Communication Economics Investments 116

CFO Dive

NOVEMBER 28, 2022

CFOs must take on the role of storyteller when communicating with their boards as their focus shifts from growth and towards long-term sustainability in a pre-recession environment.

Communication 300

Communication 300

CFO Dive

SEPTEMBER 4, 2024

Employees at some of the firms routinely discussed credit ratings on their personal communication devices, the SEC said.

Communication 261

Communication 261

CFO Dive

FEBRUARY 1, 2024

Finance chiefs need to be sure they are opening communication channels between other executive leaders to tell ‘the right digital transformation story.’

Finance 283

Finance Communication 283

Lime Light

DECEMBER 10, 2024

In todays fast-paced business environment, CFOs and finance teams must go beyond crunching numbersthey need to communicate effectively, offer strategic insights, and deliver impactful presentations. ChatGPT-4 is a game-changing tool that enhances the efficiency and creativity of finance professionals.

Finance 98

Finance Communication Budgeting Forecasting 98

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Regular, open communication about the company’s goals, challenges, and plans helps build investor trust and support. Communicate Transparently : Honesty goes a long way in building trust.

Communication 97

Communication CFO Construction Finance 97

CFO Dive

MARCH 14, 2023

With steady CFO leadership now paramount, finance leaders should prioritize cash and keep open their lines of communication with shareholders and employees.

CFO 259

CFO Prioritization Leadership Communication 259

CFO Dive

FEBRUARY 21, 2023

Nearly half of execs expect cyber attacks on financial data to increase in 2023, but the majority of finance leaders don't have consistent communication with their CIO to mitigate this risk.

CFO 261

CFO Communication Financial Data Finance 261

Nerd's Eye View

APRIL 17, 2025

Advisors can also use these materials to communicate the firm's values and purpose – both for conveying firm culture and reducing the time advisors need to spend reviewing and correcting work done by others. From there, an advisor can focus more on the art of delegating well.

Communication 88

Communication Leverage 88

Navigator SAP

MARCH 11, 2022

Does the lack of communication between your different applications make things harder? Enhance Your Communications and Collaborations Collaboration can make everything run better in a business. A secure and reliable means of communication is essential to getting everyone on the same page.

Communication 246

Communication Leverage Forecasting Manufacturing 246

Nerd's Eye View

MAY 15, 2025

In the 164th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how young advisors can strike the right balance between complex explanations and simplicity as they build trust and social capital. So, how can advisors strike the balance of communicating competence without overwhelming clients?

Planning 90

Planning Communication 90

Nerd's Eye View

NOVEMBER 11, 2024

Advisors may also want to consider a contractor's communication style and marketing philosophy to assess compatibility with the firm's values. However, more complex needs, such as strategy and brand development, may benefit from someone with industry expertise to ensure deeper understanding with fewer revisions required.

Marketing 98

Marketing Communication Planning Practice Management 98

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Planning 97

Planning Communication Technology Sales 97

CFO Dive

APRIL 22, 2025

Mentorship and clear communication with other top leaders were essential factors in allowing Emma Whelan to land her first CFO role, she said.

CFO 190

CFO Communication Finance 190

Navigator SAP

JULY 29, 2022

They need to satisfy B2B and B2C demands for omnichannel communications and buying options while also ensuring that their own supply chain processes are streamlined and efficient. A multichannel distribution model is essential for success and future growth in the post-COVID business world.

B2C 237

B2C B2B Communication 237

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. He adds that connection with investors is necessary as they are now increasingly focused on sustainability.

CFO 98

CFO Communication Strategic Planning Economics 98

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

Global Finance

DECEMBER 4, 2024

Alexandre has held various executive positions at LVMH, including a four-year stint as CEO of German luggage maker Rimowa and as vice president of product, communications, and industrial affairs at Tiffany & Co., which LVMH bought for $15.8 billion in 2021.

Corporate Finance 98

Corporate Finance Leadership Communication CFO 98

Fpanda Club

MARCH 19, 2025

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

E78 Partners

JANUARY 28, 2025

Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Translate Insights into Action: Align Day 1 and post-close communication strategies with cultural findings to address stakeholder concerns effectively.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Communication Prioritization Leadership 59

CFO Talks

NOVEMBER 20, 2024

Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Don’t wait for them to point out inconsistencies—stay ahead of the curve by maintaining open lines of communication. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.

IFRS 98

IFRS GAAP Currencies CFO 98

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. staff time, technology, and custodial fees) and indirect costs (e.g., rent, marketing, and training).

Communication 84

Communication Numbers Practice Management Investments 84

Future CFO

MARCH 3, 2025

Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire." The ability to analyse data, identify insights, and communicate those insights effectively is highly valued.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Talks

OCTOBER 28, 2024

Create a Safe Environment for Open Communication In XYZ Corporation’s case, it took a whistleblower to expose the unethical practices. Regularly communicate the importance of these channels, so employees know they’re there and feel safe using them. Lead by example in everyday actions, showing that integrity is non-negotiable.

Leadership 97

Leadership Communication CFO Auditing 97

Nerd's Eye View

MAY 19, 2025

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence.

Problem Solving 59

Problem Solving Communication Planning Education 59

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 91

Communication Leadership Investments Numbers 91

Nerd's Eye View

JANUARY 27, 2025

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails.

Leverage 83

Leverage Communication Auditing Compliance 83

The Charity CFO

JUNE 4, 2025

Aaron walks us through how nonprofits can leverage even basic CRM tools to: Track donor interactions and touchpoints Automate reminders and follow-ups Personalize communication based on donor interests Forecast future giving and campaign success The key isnt the specific tool you useits how well you use it.

Sales 73

Sales Nonprofit CFO Communication 73

Nerd's Eye View

DECEMBER 26, 2024

In the 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the opportunities and limitations of AI in financial advice, exploring how technology can enhance advisors' work and where its boundaries lie.

Technology 98

Technology Planning Problem Solving Communication 98

Nerd's Eye View

DECEMBER 12, 2024

In this 153rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can navigate the challenge of managing underpaying clients.

Communication 98

Communication Accounting Planning 98

Nerd's Eye View

APRIL 14, 2025

It serves as an introductory conversation with COIs who may be a valuable resource, with the primary goal of exploring values, communication styles, ideal client profile, and experience working with other professionals. The first meeting is focused on building rapport and conducting an initial assessment.

Communication 85

Communication Prioritization Planning Marketing 85

Trade Credit & Liquidity Management

JUNE 2, 2025

Open Lines of Communication and Understanding Calibrate Perceptions: Regularly assess how your department is perceived by sales, customers, and management. Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. This positions credit as a resource, not a roadblock.

Sales 52

Sales Communication Prioritization Problem Solving 52