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. You can do this by promoting open communication and transparency throughout your nonprofit. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News Room

NOVEMBER 5, 2022

Among other restrictions in the proposal, only one broker would be permitted to work at each RSL, the broker would not be allowed to meet with clients or handle securities or funds at the location, and the broker would be required to use the parent firm’s electronic communication system. Jeff Berman | ThinkAdvisor).

Mergers and Acquisitions (M&A) 130

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

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Accounting Marketing 130