Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious.

CFO 52

CFO Communication Strategic Planning Education 52

PYMNTS

AUGUST 2, 2019

The advent of mobile and app-based channels to lure victims to send money to fraudsters has been on the rise, with email and text-based communications the weapons of choice. Conservatism may be a good guiding principle, but stopping the fraudsters before they even get their communications to the end user would also be an effective endeavor.

Communication 79

Communication Education Securities Accounting 79

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Thought Leader

JUNE 15, 2023

Mike DePrisco has a background in higher education and previously worked at the Project Management Institute before joining the IMA. AI is expected to have a significant impact on the accounting department, and the IMA aims to help its members navigate and leverage new technologies to create positive outcomes for organizations and society.

Education 52

Education Leadership Finance Accounting 52

Future CFO

DECEMBER 11, 2023

Suppliers can embed real-time payment instructions in customer communications to simplify invoice processing. Lenders were put in a position to find ways to accommodate the increased number of digital transactions and ensure resiliency and uptime rise accordingly, said Yeo.

Banking 98

Banking Finance CFO Leverage 98

PYMNTS

AUGUST 7, 2020

We saw significant upsurge in the number of signups — about five times growth in the first two months of Q2 versus Q1 for new registrations,” he said. “We The number of merchants recruited during the lockdown period pretty much doubled from what we had in January and February.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor.

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

JULY 1, 2019

He said, too, that security is key, and that Aadhaar (the 12-digit unique identity number) and biometric technologies, including facial recognition and unique identifier numbers that can be used in conjunction with mobile devices, are fostering a sense of trust among users.

Leverage 52

Leverage Securities Banking Education 52

Planful

MARCH 18, 2019

The FP&A team is numbers-oriented, but also requires a great deal of communication skills. FP&A teams can do so by leveraging these four essential types of financial reports techniques. The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

PYMNTS

MARCH 23, 2017

The company, which provides education and resources for suppliers, recently released a new eBook to guide vendors on how to take advantage of Same Day ACH technology. These companies must first communicate with their corporate customers to see whether receiving funds via Same Day ACH is even an option.

B2B 54

B2B Invoicing Reconciliations Education 54

PYMNTS

FEBRUARY 15, 2018

In a startup, a community bank may be brand new to credit card issuing and might have decided to enter this space for any number of strategic reasons. In a start over, Giorgio’s team sees community banks that may have had a program years ago, but sold the portfolio or let the program wind down and are now “getting back into it.”.

Banking 47

Banking Education Prioritization Startups 47

VCFO

JANUARY 27, 2022

Since our formation in 1996, vcfo has helped our clients through a number of booms and busts (.com, Start the process by educating yourself on the insidious and dangerous impact of inflation. Leverage Your Relationships. Be sure you are communicating your value proposition in all that you do. The Perils of Inflation.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

The CFO College

APRIL 8, 2021

Another key aspect of becoming a Valuable Expert is enhancing your education. Instructor : While continuing your education may seem obvious, many people overlook the importance of the “Instructor” aspect of “VIP.” You can do this through accumulating CPE credits and attending college or online training.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

MAY 11, 2017

AllWork’s enterprise software handles all day-to-day talent management including timesheets, scheduling, communication, training, education, sales reporting and more. Our advanced job-matching system saves time and money during the recruiting process by allowing both talent and brands to find each other.

Retail 40

Retail Education Sales Communication 40

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Benchmarking Investments 130

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

PYMNTS

JUNE 24, 2016

There are a number of complexities that come with managing the many ways buyers and suppliers want to pay and be paid, while also supporting the payment methods that underpin that. AP networks leverage the power of the network effect; as more businesses become a part of the network, the network itself becomes more valuable to everyone.

Invoicing 43

Invoicing B2B Education Technology 43

BlueLight

JUNE 5, 2020

Either way, the business environment is changing rapidly and this typically means startup founders and their boards are communicating much more frequently than in a “business as usual” situation. The founder should also manage the number of people in the room. It’s hard to make quick decisions with too many people around the table.

Startups 52

Startups Technology Investments Finance 52

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Planful

MARCH 15, 2016

The panelists included a number of executives with experience in talent management including Sandra Clarke, VP of Finance and CFO at Daiichi Sankyo; Anthony Graziano, Regional Managing Director at Randstad; Andrew Reich, Chief Financial Officer at Pearl Media; and Barbara Toscano, Founder and Owner at Evolution.

Finance 40

Finance Financial Planning and Analysis (FP&A) CFO Value-Added Analysis 40

PYMNTS

JANUARY 19, 2021

And increasingly, those services are being leveraged in verticals such as online sports betting, where location must be verified at the time of the wager (to make sure the activity is in a legally permissible area) to help banks comply with international Know Your Customers (KYC) rules. Not all data are created equal, of course. noted Boyer.

Banking 90

Banking Education Compliance Leverage 90

PYMNTS

JANUARY 14, 2021

Merchants must therefore verify addresses to diminish the number of human errors. Merchants are responding by leveraging geocoding, the ability to match an IP address to the customer’s physical location. IP address mapping allows for the plotting of latitudinal and longitudinal coordinates, or geocodes, with precise accuracy.

Communication 68

Communication Sales Education Banking 68

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. The final 13% of those surveyed identified as “Laggards”, working at firms that do not make technology a priority or leverage what they already have.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 27, 2022

Number one is luck. I was born at the right time to the right set of parents that were loving and caring and taught me the value of work and set me up with a great education. So that was number one. Number two is also luck. And then number three is actually luck as well. You have clarity on what a role entails.

Leadership 100

Leadership B2B Numbers Marketing 100

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And we have a great team in Asia and Europe.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Finvisage

FEBRUARY 7, 2021

Thats why I say this is also very educational. It was going to leverage on its legacy business and cut costs there. Well,you are used to seeing implied vol number ranging between 5% and 40% from FX to oil. The point tonote here is that this aggressive nature of the WSB community is not new. It isn’t illegal in the US.

Profit and Loss 52

Profit and Loss Retail Securities Leverage 52

PYMNTS

JUNE 13, 2016

In February of 2011, it was announced that the internet protocol most commonly used to route traffic over the web, IPv4, had all but exhausted its supply of numbers for North America. In other words, BINs are the backbone for how the payments industry communicates with each other when cardholders present a card credential for payment.

Reconciliations 43

Reconciliations Numbers Leverage Accounting 43

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, it’s a little bit of an educational process, but …. And ultimately, to make a very long story short, I fell in love with derivatives. RITHOLTZ: Right.

Investments 116

Investments Marketing Profit and Loss Banking 116

PYMNTS

JUNE 23, 2016

A true indicator of the global demand and usage of cash, Delnevo said in a recent interview with PYMNTS, is the rising number of ATMs. ATMI, Delnevo explained, has recently tasked itself with opening communication channels with governments to educate and “pursue them to take steps and safeguard for public access to cash.”.

Securities 41

Securities Banking Data Analysis Numbers 41

CFO News Room

DECEMBER 29, 2022

My dedicated time on Tuesday evenings, Thursday evenings, and Sunday mornings for almost seven years straight was doing whatever my professional education thing was like, CFP, CLU, CHFC, master’s degrees, tax degree, all that. Just for the better part of a decade, I was the first into the office and the last one to leave.

Planning 130

Planning Investments Securities Education 130

Barry Ritholtz

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — I couldn’t believe the numbers.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65