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The Role of a CFO in Financial Risk Management

CFO Share

This involves monitoring market risks, managing credit exposures, maintaining adequate liquidity, and implementing robust internal controls to prevent financial losses and ensure financial stability. Effective Communication. Keeping the communication lines open across the organization is crucial.

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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

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10 Tips CFOs Can Use to Put AI in Finance to Work Today

Planful

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 But as new technologies enable more companies to increase efficiency and profits, the pressure to adopt will soon reach a tipping point.

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Turning On Autopilot For Fleet Payments And Data

PYMNTS

Rather, their data must communicate, she said. In this case, it’s all about protecting against any loss of profits and upping efficiency of the spending a fleet manager is already doing, said Higdon. The industry is becoming curious about it and looking into it; there’s a little bit of education we have to do on our end.”.

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Performance Advertising Under the SEC’s Marketing Rule

CFO News Room

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.,

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. ” It’s constant communication through the year.

Planning 130
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Transcript: Steven Klinsky

Barry Ritholtz

But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. There was XO Communication and McLeod. You got 60 percent of losses ahead of you. RITHOLTZ: I recall. KLINSKY: Right.