CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication 117

Communication Investments Performance Measuring Risk Management 117

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication 117

Communication Investments Performance Measuring Risk Management 117

CFO Talks

NOVEMBER 29, 2024

As you gain experience, start paying attention to strategic thinking and risk management, which are critical at the executive level. Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO.

CFO 95

CFO Auditing Leadership Finance 95

Global Finance

DECEMBER 6, 2024

We must remain vigilant about potential economic shifts and geopolitical events that could impact these projections. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Talks

JUNE 17, 2025

Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. ESG is very close to my heart.

Leadership 52

Leadership CFO Healthcare Risk Management 52

Future CFO

DECEMBER 4, 2024

Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts. The ongoing geopolitical tensions, economic uncertainties, and market volatility call for a sharper focus on risk management and strategic decision-making.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Talks

APRIL 9, 2025

What Every CFO Should Know to Protect the Business (and Their Career) You dont need to be an actuary or compliance expert to understand risk. Risk management isnt a luxury, its a core leadership function. And no, risk isnt always external. Finance doesnt have a monopoly on risk intelligence.

CFO 52

CFO Leadership Communication Risk Management 52

CFA Institute

JUNE 24, 2025

Mee‑Hyoe Alana Koo is a multilingual communication, education, and content professional with more than 15 years of experience spanning journalism, translation, interpretation, and strategic consulting. as CEO, crafting thought‑leadership content, managing global sustainability projects, and overseeing digital strategy.

Investments 65

Investments Communication Leadership Education 65

CFA Institute

DECEMBER 17, 2021

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

Communication 98

Communication Investments Construction Risk Management 98

PYMNTS

APRIL 26, 2018

Once, a company’s top supplier-related risk may have been the threat of a vendor going out of business, or goods failing to make it to their destination on time. Today, supply chain and supplier risk management is a beast. But this creates a lack of visibility and communication, she said.

Risk Management 54

Risk Management Compliance Foreign Exchange Communication 54

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization 52

Prioritization Risk Management Leadership Communication 52

Future CFO

DECEMBER 7, 2023

China is currently facing an economic slowdown following the pandemic, which have raised concerns among ratings agencies that led to a downgrade in the country’s debt outlook. Enhanced Risk Management : CFOs should prioritise comprehensive risk assessments, focusing on the impacts of China’s debt situation on their business operations.

Economics 52

Economics Currencies Communication Risk Management 52

Future CFO

APRIL 28, 2025

He advocates for dynamic adjustment of payment terms based on these insights: "When they have visibility of these insights, Businesses might implement shorter payment periods for higher-risk customers or offer extended terms to reliable clients with strong credit histories."

Sales 52

Sales Invoicing Credit Risk Finance 52

CFO Talks

NOVEMBER 7, 2024

Her journey is marked by a commitment to strategic analysis, effective communication, and fostering collaboration, earning her recognition as a Women in Tech 2023 Winner at Sentech Africa Tech Week. From an early age, I was fascinated with numbers and business economics. Finally, collaboration is key to creating win-win situations.

CFO 52

CFO Leadership Communication Finance 52

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Focus CFO

JUNE 28, 2023

Businesses that have an embedded in-house Chief Financial Officer understand the pivotal role the CFO plays in proactively preparing the business for, and guiding it through, economic and market storms. While we are now mostly through that storm, new economic storm clouds are on the horizon. But that relief will be temporary.

Economics 52

Economics CFO Forecasting Communication 52

E78 Partners

MARCH 3, 2025

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Enhance Treasury and Risk Management Functions: Prepare for public company treasury operations, including investor relations and cash management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Communication Skills. Financial Examiner.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Future CFO

APRIL 13, 2025

Mornings are typically all about concentrated focus, starting with ensuring alignment with our clients across key objectives like risk management, credit solutions, and employee benefits strategies. The fast-paced nature of today's risks keeps me motivated and engaged.

Concentration 52

Concentration Strategic Planning Credit Risk Risk Management 52

CFO Share

JULY 16, 2024

CFOs must also be excellent communicators. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making. Investor Relations CFOs manage relationships with investors to ensure sufficient capital support for the business.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

Future CFO

FEBRUARY 2, 2025

This technology drives human-centric transformation, fortifies an organisation's ecosystem position, enhances employee relationships, and builds resilience for future economic shifts." Charlie Cheah Best practices and risk management Cheah highlights that data security is crucial when implementing AI in AP processes.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

CFA Institute

JANUARY 13, 2023

While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Tax Planning 114

Tax Planning Planning Risk Management Marketing 114

Future CFO

AUGUST 27, 2023

You need constant monitoring of your economic outlook because then you can adjust your risk management strategy that will help you mitigate third-party risks." Everyone else in the company is trying to meet their KPIs, grab whatever they can find on the table, and pretty much have zero already got a risk, right?

Risk Management 98

Risk Management Credit Risk Finance Risk Analysis 98

CFO Talks

FEBRUARY 9, 2024

Recently, the South African Reserve Bank’s decision to maintain interest rates has had significant implications not only for the economic landscape but also for the competencies demanded of today’s CFOs. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.

CFO 52

CFO Strategic Planning Communication Risk Management 52

CFO Talks

AUGUST 28, 2024

Regular communication with auditors and financial teams is essential to avoid last-minute complications. Actionable Takeaway: Implementing an automated tax compliance system that tracks deadlines, calculates liabilities, and generates accurate reports can significantly reduce the risk of errors.

CFO 83

CFO Auditing Compliance IFRS 83

CFO Talks

OCTOBER 25, 2023

It identifies 34 competencies structured within the four general roles of a CFO: Steward This role focuses on accounting, control, risk management, and asset preservation. With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

Future CFO

JULY 14, 2022

With an increasing focus on climate-related risk management and disclosures, including those under the Taskforce on Climate-Related Financial Disclosures (TCFD) framework, companies are recognising that climate change also has an impact on their businesses, operations and financials. Lee Bing Yi. CFO’s role in driving ESG strategy.

Risk Management 98

Risk Management Compliance Planning Finance 98

CFA Institute

MAY 19, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans.

Leadership 90

Leadership Investments Forecasting Leverage 90

PYMNTS

DECEMBER 14, 2020

Whether it's the power grid, banking and financial markets, transportation, communications or even the highly generalized “internet of things,” the list of digital inroads that penetrate our daily lives has never been higher. has at the very least focused the world’s awareness on this growing problem.

Securities 77

Securities Concentration Economics Transportation 77

Future CFO

DECEMBER 31, 2021

Here are the five most important skills identified: A strong understanding of risk management The ability to use new software or technology The ability to communicate complex financial information to different stakeholders A strong understanding of financial best practices The ability to collaborate with colleagues from other functions.

Leadership 98

Leadership Finance GAAP Forecasting 98

Future CFO

JUNE 10, 2024

"This includes leveraging technology to transition from physical documentation to electronic formats like e-bills of lading, reducing risk of fraud and loss." Amongst trade transaction stakeholders, MacLennan says digitisation "dramatically improves communication and collaboration."

Finance 90

Finance Compliance Communication Strategic Planning 90

CFA Institute

JUNE 30, 2025

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

Healthcare 112

Healthcare Risk Management Communication Leadership 112

E78 Partners

APRIL 11, 2023

Today’s global financial landscape is fraught with high inflation, geopolitical risks, and a shifting economic environment. In addition, emerging geopolitical tensions have increased the potential for economic and financial fragmentation, posing risks to cross-border capital allocation and global financial stability.

Financial Systems 52

Financial Systems Restructuring Communication Economics 52

Future CFO

FEBRUARY 13, 2023

Being based in the Philippines with no capacity to always visit the terminals it’s essential that constant communication is done through the monthly meetings with the CFOs and Treasurers of the local subsidiaries as well as utilising Microsoft Teams and Power BI to collaborate and create reports,” he revealed.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Future CFO

MAY 10, 2023

According to the accountancy body, 57% of respondents said risk culture has changed for the better since the pandemic. Don’t mistake a ‘tick the box’ compliance approach as true, value-added risk management. Consider how you define the role of accountants in risk culture, particularly on reconciling ethics with profits.

Risk Management 52

Risk Management Compliance Communication Accounting 52

Future CFO

DECEMBER 6, 2023

The best CFOs comprehend the necessity of taking calculated risks and communicate that avoiding risks altogether is a losing proposition. Teach and Translate: Effective communication is at the heart of the CFO’s role.

CFO 52

CFO Communication Construction Risk Management 52