The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. With The Charity CFO, Martinez has a financial partner to help him focus on bringing that vision into reality.

Nonprofit 52

Nonprofit CFO Leadership Education 52

CFO Leadership

OCTOBER 10, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals.

Finance 95

Finance Accounting Auditing IFRS 95

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. The position of Chief Financial Officer has evolved significantly over the past few decades. Improving Financial Reporting Accuracy: Accurate financial reporting is the backbone of trust and transparency in any organization.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Leadership

OCTOBER 18, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals.

Finance 52

Finance Accounting Auditing IFRS 52

Strategic Treasurer

MARCH 6, 2023

” Communication matters, and understanding how different groups use terms is vital for effective communication. In the Language of Finance sub-series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. We offer 0.5 – 1.2

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury GAAP 52

Planful

JANUARY 11, 2022

As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Planful

FEBRUARY 2, 2017

We’ve touched on the definition of EPM in a number of other posts, but I thought this would be a good time to define EPM from the Planful perspective. companies, government entities, educational institutions, and non-profits) link their strategies to their plans and execution. So here goes. What is EPM?

Budgeting 40

Budgeting Forecasting Analyzing Data Finance 40

The Charity CFO

MAY 18, 2022

It should also review financial statements at every board meeting and challenge management on numbers that don’t make sense. Your lack of a financial background does not relieve you of the obligation to oversee the financial performance of the nonprofit. Compliance. Review annual audit .

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

The Charity CFO

APRIL 25, 2024

As stated on their website, “Vermont Adult Learning’s mission is to create an innovative, inclusive, and equitable learning environment that provides personalized opportunities for education and career development for Vermont residents by building relationships, strengthening communities, and fostering lifelong learning.”

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. What does that mean in terms of financial slang. And so, it’s a little bit of an educational process, but …. One, we also saw a record number of credit card openings in Q1 and Q2. I was econ and kind of geeky.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

APRIL 25, 2023

And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. And so, I started to see, you know, what he’s done with his law school education. They just didn’t do that in big numbers back then. You could probably build a better communications strategy.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61