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 65

Communication Investments Construction Risk Management 65

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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.

Restructuring 52

Restructuring Financial Systems Communication Economics 52

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 Economics 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 Compliance Financial Analyst 130

Spreadym

OCTOBER 3, 2023

Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field. Skills: They possess a range of technical and soft skills, including financial analysis, financial modeling, data management, budgeting, forecasting, communication, and problem-solving skills.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Spreadym

JUNE 8, 2023

Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Share

AUGUST 8, 2023

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.

CFO 40

CFO Compliance Communication Construction 40

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

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 81

Tax Planning Planning Risk Management Marketing 81

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

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

FEBRUARY 16, 2023

Cost cutting might be the first thing that comes to mind when there's economic uncertainty. Lee Thong Tan, CFO Practice Lead, Asia, Workday (Photo: Workday) Future CFO: How can risk management help organisations build business resilience and ride through economic uncertainty? Why cost cutting isn't the best way?

CFO 52

CFO Finance Economics Leverage 52

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. Instituting a stable workflow environment around the technology can make the transition easier for everyone.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFA Institute

MARCH 11, 2021

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

Communication 52

Communication Performance Measuring Risk Management Leadership 52

PYMNTS

MARCH 25, 2020

This can include communications to recognize customer milestones, adjust fees, provide offers or send alerts for risk management activities related to delinquencies and fraud. Customers also expect communication and services in their channel of choice, whether that is mobile, web or SMS.

Risk Management 43

Risk Management Communication Budgeting Leverage 43

Future CFO

NOVEMBER 30, 2020

Some of these important competencies may include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication. Some important competencies include business acumen, behavioural competence, digital acumen, data interrogation, synthesis & analysis, and communication.

Accounting 40

Accounting Finance Education Communication 40

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

PYMNTS

NOVEMBER 6, 2018

He echoed the sentiment of Shin Hyun-Song, economic adviser and head of research at the Bank of International Settlements. He said, too, that intelligence flowing to the CFO from the firm’s far-flung operations can help manage risk. Picture the world as a series of interconnected balance sheets.

Foreign Exchange 76

Foreign Exchange Currencies Invoicing Forecasting 76

CFA Institute

DECEMBER 30, 2022

In a wild year for markets and investing, what EI content most resonated with readers?

Investments 103

Investments Performance Measuring Marketing Risk Management 103

CFA Institute

FEBRUARY 2, 2023

How can the two stakeholders in project finance best allocate interest rate risk?

Finance 85

Finance Risk Management Communication Leadership 85

CFA Institute

FEBRUARY 25, 2022

How can we mitigate sequence of returns risk (SoRR)?

Performance Measuring 136

Performance Measuring Risk Management Communication Leadership 136

CFA Institute

DECEMBER 26, 2021

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Performance Measuring 81

Performance Measuring Risk Management Valuation Communication 81

CFO Simplified

APRIL 15, 2024

The economic environment is changing, along with your customers and your competition. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them. Just because you’ve defined it once, doesn’t mean that you’re done. The market isn’t static.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFA Institute

NOVEMBER 12, 2021

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Finance 58

Finance Performance Measuring Risk Management Communication 58

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So I actually went and worked in economics, I was an econometrician. So, so let’s talk a little bit about risk management. Absolutely.

Investments 57

Investments Math Risk Management Benchmarking 57

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

CFA Institute

AUGUST 3, 2021

How can compliance teams earn employee buy-in, encourage software adoption, and lower their firm’s risk?

Compliance 62

Compliance Finance Risk Management Communication 62

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 Strategic Planning Finance 98

PYMNTS

DECEMBER 16, 2019

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 72

Banking Accounting Leverage Advertising 72

PYMNTS

JANUARY 1, 2020

The notion of on-call commerce will do more than simply blur the lines between the online and offline worlds: It will make commerce present – and effortless – in entirely new channels, creating new efficiencies that will have a positive impact on the economic well-being of countries all over the world. billion people now live.

Banking 69

Banking Accounting Leverage Advertising 69

CFA Institute

MAY 27, 2021

Why did the United States fail in its pandemic response?

Performance Measuring 52

Performance Measuring Risk Management Communication Leadership 52

CFA Institute

JUNE 2, 2020

What is the half-life of financial knowledge and how can professional investors win the race against it?

Risk Management 52

Risk Management Education Communication Leadership 52

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 52

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. ” It’s constant communication through the year. Here you go.

Planning 130

Planning Communication Profit and Loss Education 130

Spreadym

JULY 3, 2023

This helps you understand the drivers behind these risks and opportunities and develop strategies to mitigate risks and capitalize on opportunities. Scenario planning enables proactive risk management and strategic decision-making, ensuring your business is prepared for various eventualities.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

MAY 31, 2023

At the same time, organizations must contend with evolving variables such as economic volatility, a ruthlessly competitive talent market, and an increasingly remote workforce. Workforce planning challenges to consider Talent is difficult to attract and retain in a highly competitive market.

Planning 52

Planning Forecasting Finance Budgeting 52