The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Regular communication with donors is imperative to support the efforts toward individual giving. The most successful events prioritize engagement and relationship-building.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

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 Prioritization Leverage 116

The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills.

Planning 52

Planning Sales Forecasting Strategic Planning 52

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. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

FEBRUARY 15, 2018

To gain more traction on the card front, she recommended that community banks take a proactive approach with their SMB clients. Many SMBs prioritize attributes of their bank beyond the rewards and pricing that community banks are well-positioned to address — including personalized service, local presence and involvement and convenience.

Banking 47

Banking Education Prioritization Startups 47

CFO News Room

DECEMBER 9, 2022

Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. Leverage that self-awareness to make sure you’re not infecting your audience. Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. Is it growth?

Prioritization 130

Prioritization Leadership Education Leverage 130

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Run exercises and practice drills until similar circumstances come up and put the plan into place.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

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

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

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., They’re reaching out to you to come in and do education. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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

The Finance Weekly

JULY 31, 2023

Nicholas Boucher, a Finance Leader and Educator also participated in the webinar. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52