CFO Thought Leader

JANUARY 15, 2025

Eugene Wong’s CFO Playbook Holistic View : Prioritizes cross-departmental insights to preempt silos and align objectives. People-Centric Approach : Champions open communication and empowers teams to think strategically. Resource Allocation : Uses clear frameworks to balance growth, profitability, and innovation.

CFO

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Additionally, I learned the importance of cultural sensitivity and effective communication. Communicate these boundaries to colleagues and family to minimize interruptions during personal time.

CFO

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization

CFO Thought Leader

DECEMBER 9, 2024

.” Joanne Cheng, CFO, Jellyfish CFO PLaybook Views the budget as a roadmap, aligning investments with measurable outcomes. Advocates for data-driven decision-making in resource allocation and project prioritization. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership

E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. They assess what drives measurable value, what supports the investment thesis, and what aligns with operational reality. Strategic Fit With a Defined Investment Thesis Top sponsors select add-ons that directly support the platform’s core investment thesis.

Mergers and Acquisitions (M&A)

Nerd's Eye View

NOVEMBER 6, 2024

Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. These questions encourage clients to uncover important themes – such as business growth, building a legacy, or prioritizing simplicity and family time – that guide their decisions.

Planning

KG Virtual CFO

JULY 21, 2025

Cash flow represents the net movement of money into and out of a business, reflecting its ability to fund operations, invest in growth, and meet obligations. Accurate cash flow measurement helps entrepreneurs avoid shortfalls, seize investment opportunities, and maintain working capital. Define concise payment terms (e.g.,

Cash Flow Forecasting

The Charity CFO

FEBRUARY 19, 2025

Erin stresses that this clarity should permeate all aspects of the organization, from internal communications to external marketing materials. This deep knowledge of donor motivations and preferences is crucial in crafting effective communication strategies that resonate with supporters. Want to jump right in?

Nonprofit

Global Finance

MARCH 3, 2025

IsBank Best Impact Investing Solution Building on its 2024 win for Best Bank for Sustainable Communities in Central and Eastern Europe (CEE), IsBank continues its dedication to making an impact on sustainable economic transformation and has won this years Best Impact Investing Solution award for CEE.

Finance

CFO Talks

JANUARY 22, 2025

My focus changed from only finance to be involved in all departments and my role changed to be a reliable Business Assistant to the Chief Executive Officer, the rest of the Directors of the group and in the process look after the investment of the shareholders. Stay calm even if your diary is scratched completely. Step last out of office.

CFO

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. A demanding customer base Capturing the attention and loyalty of Millennials and Gen Z is no easy feat.

Compliance

E78 Partners

MAY 16, 2025

Aligning IT With the M&A Deal Thesis Every deal starts with an investment thesis – whether its about expanding capabilities, entering new markets, or unlocking operational efficiencies. Prioritizing user experience and operational efficiency is key while also ensuring business continuity across functions like finance, HR, and sales.

Mergers and Acquisitions (M&A)

CFO Thought Leader

DECEMBER 9, 2024

.” Joanne Cheng, CFO, Jellyfish CFO PLaybook Views the budget as a roadmap, aligning investments with measurable outcomes. Advocates for data-driven decision-making in resource allocation and project prioritization. Bridges cross-departmental gaps by serving as a connector and resource allocator.

Leadership

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. Talent Disruption and Culture Clash: Employee turnover, role confusion, and resistance to change often follow poorly communicated or poorly executed transitions. eBay and Skype (2005) – $2.6

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 12, 2025

The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades. According to Sheri’s research, organizations that can quantify and communicate how they’re changing lives are 68% more likely to win grants compared to those who only report on outputs (e.g.

Nonprofit

Bramasol

FEBRUARY 18, 2025

In todays digital economy, businesses rely heavily on SAP consultants to guide them through complex ERP implementations, streamline processes, and maximize the value of their SAP investments. Effective Communication Skills Communication is a crucial skill for SAP consultants.

SAP

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO

Nerd's Eye View

MAY 26, 2025

In other words, while current clients may value certain advisor traits over time, new prospects – who are often still exploring their options – may prioritize something entirely different. Which means understanding what today's prospects actually want becomes essential.

Communication

Barry Ritholtz

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

Banking

CFO Strategic Partners

MAY 29, 2025

Actionable Strategies CFOs Should Prioritize 1) Build a Scenario-Based Planning Framework Volatility demands vision. Organizations that invest in digital finance platforms gain real-time visibility and responsiveness—positioning themselves to pivot quickly and perform more effectively.

Financial Planning and Analysis (FP&A)

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. Storytelling: Effectively communicating the organization’s mission and impact has been crucial in attracting both employees and volunteers. Look beyond government funding and explore community support.

Nonprofit

CFO Dive

JULY 22, 2025

While 49% of respondents said their organizations have established formal cybersecurity risk programs, only 30% reported that such programs are prioritized based on business objectives. Less than a quarter (22%) of companies include finance teams in their cybersecurity risk discussions, according to the research.

Finance

CFO Dive

JUNE 24, 2025

Working in concert with the chief information security officer, the CFO can “better understand the probability and exposure to risk, set metrics on spending and ROI, and communicate recommendations for prioritizing cybersecurity spending,” they wrote.

CFO

CFO Strategic Partners

APRIL 14, 2025

Prioritize Recognition and Appreciation – Acknowledge the contributions of team members in tangible ways to help them develop a sense of worth in the organization. Develop Open Communication and Feedback Loops – Encourage team members to share their ideas, concerns, and suggestions without fear of judgment.

Leadership

Nerd's Eye View

APRIL 11, 2025

In terms of enforcement actions, Atkins is expected to prioritize instances of investor harm and be less inclined to issue sanctions for technical rule violations (which were more frequent under previous SEC Chair Gary Gensler). Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).

Prioritization

Spreadym

SEPTEMBER 22, 2023

Effective communication in financial teams is crucial for making informed decisions and achieving organizational goals. However, several key mistakes can hinder effective communication in this context. Financial professionals should strive for clear and concise communication that everyone on the team can understand.

Communication

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations. Read More.

Communication

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. They leverage a variety of funding tools, including grantmaking and impact investment.

Communication

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field.

B2B

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. Collaboration and open communication are also central to how I tackle difficulties.

CFO

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Prioritization

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

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. By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders.

Investments

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. By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders.

Investments

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Tailoring communications and incentives to motivate allyship, for example, by recognizing and giving visibility to allies on internal platforms and company websites.

Prioritization

CFO Share

JUNE 6, 2024

CFOs monitor market trends, employ hedging strategies, and diversify investments to shield the business from market volatility. Practical Steps for Managing Financial Risks Sit down with your CFO and go through this simple process to ensure you are assessing, prioritizing, and managing the proper risks. Effective Communication.

Risk Management

E78 Partners

APRIL 9, 2024

To preserve investment value and ensure the long-term success of private equity investments, it is essential for investors to recognize the importance of cybersecurity in safeguarding their valuable assets. Merely focusing on the financial aspects of an investment is no longer sufficient.

Investments