Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire."

Finance 69

Finance Communication Leadership Profit and Loss 69

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Talks

JANUARY 8, 2025

Invest in Learning and Development Continuous learning is the backbone of growth. Regularly communicate the companys goals and strategies and show how the finance department contributes to achieving them. It requires you to invest time, energy, and resources into their development. But the rewards are well worth it.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Regular, open communication about the company’s goals, challenges, and plans helps build investor trust and support. Communicate Transparently : Honesty goes a long way in building trust.

Communication 97

Communication CFO Construction Finance 97

Future CFO

FEBRUARY 17, 2025

As Asian economies boost domestic investments, organisations are posed with the challenge of rethinking and reimagining their financial strategies to align with the economic shift. Prioritise and simplify investment profitability. Strengthen corporate governance, communications, and investor relations. Move beyond FDI reliance.

Economics 52

Economics Management Consulting Communication Investments 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. Morgan also arranged a $500 million term loan facility for Tillman Infrastructure, a leading wireless-communication infrastructure provider.

Investments 52

Investments Banking Finance Economics 52

Global Finance

DECEMBER 9, 2024

Paula Leynes Felipe: In many of the markets where we work, theres a recognition of the need for reform; countries are aware that only through a robust, well managed banking system can outside investment be attracted back. Fbio Eurico Correia is currently head of Investor Relations and Communications and Brand Management at BAI.

Marketing 98

Marketing Banking Finance Profit and Loss 98

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

CFO Plans

OCTOBER 29, 2024

Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Strategic Accounts Payable Solutions for Capital Enhancement Effective accounts payable solutions can significantly enhance working capital.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFA Institute

APRIL 8, 2024

Deana Harmon is the investment director for PNC Institutional Asset Management® responsible for leading the advisory services offering for defined-contribution plans. In her role, she is actively involved with the rollout and continued delivery of fiduciary investment services for existing and new clients.

Investments 52

Investments Planning Leadership Communication 52

CFA Institute

MARCH 20, 2025

This book digs into Buffett’s pre-Berkshire investments. The result is a fresh look into the origins of his investment approach.…

Investments 52

Investments Communication Leadership Economics 52

Future CFO

MARCH 5, 2025

"With these trends, we continue to see a shift in the changing needs of the business specifically with speed of decision making and demand for real-time, dynamic and forward-looking financial insights, requiring finance to pivot their operating model to be nimbler and invest in responsive and scalable technology infrastructure."

Finance 91

Finance Problem Solving Technology Communication 91

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Planning 97

Planning Communication Technology Sales 97

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

CFO Talks

NOVEMBER 20, 2024

Invest in strong financial systems that allow for dual reporting. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Don’t wait for them to point out inconsistencies—stay ahead of the curve by maintaining open lines of communication.

IFRS 98

IFRS GAAP Currencies CFO 98

CFO Talks

APRIL 8, 2025

While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight. The ability to simplify complex ideas and communicate them clearly across diverse teams is no longer a soft skill; its a critical leadership function.

Communication 52

Communication CFO Leadership Numbers 52

CFO Talks

MARCH 11, 2025

Communicate a Clear Vision One of the biggest reasons change fails is poor communication. Instead of relying solely on emails or official announcements, they should communicate through team meetings, one-on-one discussions, and open forums where employees can ask questions. How to Manage Change Effectively 1.

Communication 52

Communication Restructuring Leadership CFO 52

CFO Talks

JUNE 12, 2025

Some units may no longer be viable, and not every investment can continue. Communicating the Strategy with Consistency Recovering from financial difficulty is not only a technical process. Communication must be clear, frequent, and meaningful. The CFO must maintain a sense of empathy and communicate with dignity and respect.

CFO 52

CFO Profit and Loss Leadership Communication 52

Future CFO

DECEMBER 4, 2024

One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5 Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts. Adaptability and an openness to what’s next are key.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Nerd's Eye View

JUNE 18, 2025

This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime. Read More.

Tax Planning 75

Tax Planning Communication Planning Compliance 75

CFO Talks

APRIL 22, 2025

This approach also helps when communicating to boards: Yes, our base case shows R200m EBITDA, but the risk-adjusted forecast suggests R165m once weighted for likely disruptions. You need to assign likelihoods to each scenario and build a weighted average view of future outcomes. Its not about picking winners, its about preparing for variance.

Forecasting 52

Forecasting CFO Leadership Concentration 52

CFO Talks

NOVEMBER 29, 2024

Cultivating skills in communication, teamwork, and decision-making is crucial for effectively leading your team and making a lasting impact. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy.

CFO 95

CFO Auditing Leadership Finance 95

Global Finance

NOVEMBER 7, 2024

Younger generations have no loyalty towards their parents’ preferred banks, and therefore incumbent banks are at risk of losing trillions of dollars’ worth of investment over the coming years. Many of them don’t have the same level of knowledge and experience in investing as their parents.

Banking 105

Banking Communication Investments Education 105

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 59

Problem Solving Communication Planning Education 59

CFO Talks

JANUARY 8, 2025

Instead, by staying informed and analysing the data, you can identify which areas require immediate adjustmentsuch as renegotiating supplier contractswhile maintaining critical investments in growth areas. Technology is not just an expense; its an investment in resilience and agility. Transparent communication is the antidote.

Economics 52

Economics Leadership Budgeting Communication 52

Nerd's Eye View

APRIL 23, 2025

In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested. But even when a client agrees with the reasoning in the moment, the anxiety often lingers.

Marketing 93

Marketing Investments Planning Communication 93

Nerd's Eye View

APRIL 23, 2025

In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested. But even when a client agrees with the reasoning in the moment, the anxiety often lingers.

Marketing 93

Marketing Investments Planning Communication 93

CFO Talks

NOVEMBER 25, 2024

Suggest alternatives, such as renegotiating contracts with current suppliers or investing in sustainable practices that align with company values. Communicate transparently about the rationale behind decisions, even if they are unpopular.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

APRIL 7, 2025

Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders. Access to sustainable finance also helps businesses offset upfront costs associated with green investments.

Compliance 52

Compliance Leverage Finance Risk Management 52

The Finance Weekly

JANUARY 19, 2025

For example, it can find links between investments and market changes. Improving Investment Plans AI simplifies portfolio management by analyzing client goals, risk tolerance, and financial data to recommend the best asset mix. This ensures that client investments remain aligned with their financial objectives.

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

CFO Talks

NOVEMBER 27, 2024

If you’re uncertain about future sales, you could delay large investments until more information is available. Communicate Clearly and Honestly Uncertainty makes people nervous. As a CFO, your ability to focus on what you know, stay flexible, communicate clearly, and leverage your team’s strengths can turn chaos into clarity.

CFO 52

CFO Budgeting Forecasting Communication 52

Trade Credit & Liquidity Management

MAY 28, 2025

The Return on Investment from a Customer Visit Credit executives often find themselves having to convince their boss that a customer visit serves a valid business purpose. The fact is that face-to-face meetings have unique benefits that remote communications can’t fully replicate. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 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

E78 Partners

NOVEMBER 22, 2024

Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues. This results in rushed purchases or poorly considered investments that do not align with strategic goals. How Can Companies Avoid These Pitfalls?

Technology 59

Technology Budgeting Forecasting Investments 59

Nerd's Eye View

JUNE 24, 2025

Read More.

Tax Planning 52

Tax Planning Leverage Planning Investments 52