Nerd's Eye View

MAY 19, 2025

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence.

Problem Solving 55

Problem Solving Communication Planning Education 55

E78 Partners

JANUARY 28, 2025

Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Solutions: Educate and Quantify: Highlight potential culture and change management risks and their measurable impacts if left unaddressed. Prioritize areas where possible via the integration process.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Communication Prioritization Leadership 59

CFO Thought Leader

JANUARY 27, 2025

Arriving at a high school in Cape Town, South Africa, without speaking English, Cosmin Pitigoi faced an immediate communication challenge. Years later, that same resolve reemerged in eBays IR function, where Pitigoi realized the company’s available data was falling short in communicating the breadth of eBay’s story.

Numbers 59

Numbers CFO Quantitative Analysis Communication 59

Nerd's Eye View

APRIL 22, 2025

In this episode, we talk in-depth about how Vanessa engages in a multi-meeting discovery process with clients (to first understand where they stand today with regard to estate planning and intra-family communication, and then to dig deeper into what the client wants to achieve through their legacy), how Vanessa has clients consider their family values (..)

Planning 52

Planning Communication Education 52

The Charity CFO

AUGUST 21, 2023

Nonprofit communications can be complicated, and sometimes awkward. The secret comes down to how well nonprofit leaders understand what donors are thinking and feeling and how charities communicate with them. Let’s take a closer look at the best ways to navigate this common but tricky situation.

Nonprofit 52

Nonprofit Communication Education CFO 52

CFO News Room

FEBRUARY 6, 2022

Nationwide, former educators are starting jobs in sales, software, healthcare, training services and other hot fields, and more say they want to follow suit. Wilson, 30 years old, is among the more than 900,000 people who quit jobs in state and local education last year, according to federal data. Lissett Bohannon.

Education 130

Education Sales Vendor Management Healthcare 130

CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Numbers Economics 130

CFO Talks

DECEMBER 12, 2024

Recognized for her leadership, resilience, and commitment to education, she is also a Non-Executive Director at the Woman of Stature Foundation and a mentor to aspiring professionals. Communication, conflict management, time management, attention to detail. I enjoy numbers and finances; and I loved accounting at school. Soft skills.

Leadership 98

Leadership CFO Prioritization Education 98

PYMNTS

AUGUST 9, 2020

and Google’s existing and new relationships through improved communication methods,” the release says. Some smaller businesses might not have the resources or education to pull off seamless invoicing, according to Sandra Rowley, head of marketing for U.K. Last October, U.S. accounts receivable and POS solution provider takepayments.

SAP 144

SAP Invoicing Risk Management Education 144

Future CFO

JANUARY 22, 2025

Pathways to finance leadership Fortune Ernest Jose , chief financial officer, Enderun Colleges , believes that becoming a competent financial leader requires a blend of education, experience, and skill development. Jose believes that on the road to leadership in finance, one must take in mind the following: 1.

Leadership 52

Leadership Finance Problem Solving Education 52

Global Finance

DECEMBER 6, 2024

This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. GF: How do you communicate that to clients? Frame: We communicate the value of our market views through regular updates, reports, and personalized consultations.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

The Charity CFO

APRIL 20, 2025

Instead of being your main communication hub, your site is now your digital validator. So many nonprofits think theyve answered those questionsuntil they realize they cant actually communicate it in plain, compelling language. Think of every platform as its own mini-stage where your nonprofit can show up, educate, inspire, and connect.

Nonprofit 65

Nonprofit Marketing CFO Communication 65

Future CFO

MARCH 15, 2022

Employers should continue to demonstrate their commitment to diversity and inclusion not just by enacting policies, but ensuring they are communicated and adhered to, Wei added. Educate your workforce. You can’t eradicate bias without knowing where it exists, and that means opening up ways of communicating and listening.”.

Education 98

Education Communication 98

Nerd's Eye View

JULY 8, 2024

Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. interest rates, and relatively little new tax legislation (yet).

Education 94

Education Communication Compliance Marketing 94

PYMNTS

JANUARY 6, 2021

Increased Communication, Better Results. A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said. “A A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said.

Healthcare 105

Healthcare Communication Education 105

Nerd's Eye View

APRIL 29, 2025

So, whether you're interested in learning about building a sustainable next-gen service offering, effectively setting (and communicating) a minimum fee to ensure profitability, or marketing through content creation, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Gideon Drucker.

Education 52

Education Leadership Planning Communication 52

Future CFO

MARCH 13, 2022

Asia has traditionally been a male-dominated society, with traditional beliefs about household roles, as well as access to education and being part of the labour force. Also, women are getting more educated, which improves the equality balance. How do you identify that it exists (is tolerated)? How do you break the bias?

Education 98

Education Communication CFO Technology 98

CFO Talks

MAY 14, 2025

His mantra: Formal education will get you a job, self-education will make you rich. Your impact requires a flexible mindset willing to appreciate how thinking and communication can differ from your own, whilst still adding value to the conversation. “Formal education will get you a job, self-education will make you rich.”

CFO 52

CFO Leadership Education Finance 52

PYMNTS

NOVEMBER 24, 2020

CUs Must Educate Members On What’s Available . To get self-service behavior firmly entrenched — and cement consumers’ relationships with CUs — educational efforts are critical, Lotz said. Those educational efforts have been driven in part by necessity, as customers have been unable to come into branches.

Banking 107

Banking Education Accounting Communication 107

CFO Share

JULY 16, 2024

Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

DECEMBER 14, 2020

People want the ability for the information to be communicated in a relevant fashion, as opposed to just a data dump of content long form, which is what a lot of times you find in those online environments,” Dicso said. Then as they go through the journey, communicate the benefits you’re getting and how to get more value.

Banking 116

Banking Communication Leverage Prioritization 116

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

Nerd's Eye View

AUGUST 11, 2022

Furthermore, by communicating proactively, advisors can maintain the confidence their clients have in them and deflect any misleading messaging from other institutions that may guarantee products that promise any level of unrealistic certainty. Read More.

Communication 75

Communication Education Planning Investments 75

PYMNTS

APRIL 14, 2020

She has regular Zoom meetings with her advertising team to find ways to communicate with customers and even craft new offers for them. Hampers has also found an opportunity for education. They and others have become more proactive about training and education during down time. I think communication is the essence of what we do.

Education 100

Education Communication Advertising Retail 100

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Communication 130

Communication Prioritization Leverage Education 130

Nerd's Eye View

NOVEMBER 14, 2023

We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)

Planning 98

Planning Communication Education Leverage 98

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. This would help prospects searching for an advisor online to self-select themselves out from firms whose asset minimums may not apply to them.

Communication 98

Communication Education Planning 98

The Charity CFO

MAY 20, 2022

Emily is a marketing consultant and owner of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, she launched Evergreen to help nonprofits and small businesses who may not have the time, resources, or skillset to grow their engagement through marketing.

Nonprofit 91

Nonprofit Marketing CFO Education 91

PYMNTS

OCTOBER 6, 2020

Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. For companies such as FIS , helping communicate the merchants’ policies for refunds – whether they offer upfront refunds (such as for cruise lines) or credits – can smooth interactions between cardholders and merchants.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

FEBRUARY 24, 2020

The company’s solution works with multiple aspects of clients’ media strategies (including branding and communications across multiple channels, analytics, competitive research and creative services), which creates 40,000 monthly invoices on average. Oracle Bets On Education-Centric Integration Strategy In Cloud Computing Race.

Accounts Payable 89

Accounts Payable Invoicing Education Reconciliations 89

Global Finance

APRIL 7, 2025

A strategic location in southeastern Europe on the edge of the Black Sea, a well-educated workforcedespite the labor shortagesand an economy fully integrated with the European mainstream are all positives. Diversified economy focused on information and communications technologies, tourism, business services, and transport.

Education 52

Education Construction Economics Currencies 52

CFO News Room

JANUARY 18, 2023

Organizations will do this by removing formal education and experience requirements from job postings and instead reaching out directly to internal or external candidates from nontraditional backgrounds who may not have access to certain professional opportunities, or even be aware of them.

Prioritization 130

Prioritization Auditing Education Communication 130

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

CFO Talks

NOVEMBER 11, 2024

Additionally, I am excited about the potential of cross-disciplinary collaborations, particularly in areas such as education, professional finance and Information Technology, where AI can significantly improve outcomes. Additionally, I learned the importance of cultural sensitivity and effective communication.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Thought Leader

JANUARY 5, 2025

Finally, Cribl CFO Zach Johnson shares his three Ps frameworkprecision, predictability, and performancespotlighting how open communication and unit economics training can shape a companys culture and boost long-term value.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52