Remove Communication Remove Construction Remove Leadership Remove Risk Management
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On Investment Objectives and Risks, Clear Communication Is Key, Part 1

CFA Institute

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

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Mapping CFOs road to success

Future CFO

In mapping the road to success, CFOs must adhere to the following practices : Scope the Challenge: As a CFO, the task is to construct an independent, fact-based perspective on the organisation’s resources, support structures, and activities that contribute to value creation.

CFO 52
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Enterprise Risk Management and EPM – Separate or Joined at the Hip?

Planful

Among the many great topics on the agenda at the Argyle CFO Leadership Forum in Dallas was a session titled “Managing and Minimizing Enterprise Risk.” For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L.

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Transitioning from In-House to an Outsourced CFO

CFO Share

They can offer high-level strategic advice or tactical cash management without the full-time cost, making them an attractive option for businesses looking to economize without compromising on financial leadership. Risk management and cost savings demand investing in a professional and reliable fractional CFO.

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How to Improve Risk Management Through Scenario Planning

The Finance Weekly

Establish driver assumptions: Well-constructed scenario planning models identify an organization’s key business drivers. Don’t let scenarios muddy communications: Leaders can use scenarios without abdicating their leadership responsibilities but should not communicate with the organization via scenarios.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. So, Ken ended up being one of the best bosses I’ve ever had in my career.

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Transcript: Tom Rampulla

Barry Ritholtz

They’ll construct the portfolio. And if you think about that from a leadership perspective, a management perspective, you focus on one constituent, you the investor and that’s it. They have a risk management technology. How do you guys think about risk management? RAMPULLA: Yeah.