CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making.

Prioritization 52

Prioritization CFO Leverage Risk Management 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

PYMNTS

APRIL 1, 2019

Many marketplaces act as go-betweens for firms looking to hire remote or freelance workers by offering time-tracking options to ensure correct payments, payment transfers in various currencies, communication and collaboration options, tax estimates or compliance help, healthcare options and other work-related issues.

Healthcare 73

Healthcare Education Compliance Communication 73

Onplan

NOVEMBER 30, 2022

Instead of reaching out to your marketing, sales, and other departments for data inputs, and spreading your communication across various channels and sources, you can reach instant and total alignment. Size constraints that can impact usability and even security. As with any new technology, Anaplan comes with a learning curve.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

FEBRUARY 22, 2019

Compliance impacts friction — likely increasing it. Government-issued documents, he continued, are created using forensics proof, may have chips embedded (for extra security) and have the benefit of “an automated element to establish the validity of that credential.”. Introducing Biometrics Into the Mix.

Construction 52

Construction Healthcare Accounting Compliance 52

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 16, 2023

They kept the reputation intact by communicating with their investors. And then we brought on our third partner, Gary Bennett, who had sold his company to SalesForce and we were doing a lot of enterprise and healthcare. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun.

Leverage 112

Leverage Investments Valuation Finance 112