CFO Talks

JUNE 4, 2025

Credibility Depends on How You Communicate One of the most valuable contributions a CFO can make to public perception is consistent, accurate, and honest communication. A CFO helps stakeholders understand whether a drop in revenue signals a deeper problem or a deliberate investment in future growth. They are central to it.

CFO

CFO Talks

NOVEMBER 11, 2024

Additionally, I learned the importance of cultural sensitivity and effective communication. Communication Skills: Effective communication is vital for conveying complex financial information to non-financial stakeholders, including the board of directors and investors. How do you balance your personal and professional life?

CFO

CFO Thought Leader

MARCH 12, 2025

This shift eliminated surprises, improved investor communication, and helped 2X regain momentum. Sullivan also discusses scaling finance, AIs role, and optimizing marketing investments.

Finance

CFO Talks

JULY 8, 2025

An analyst who learns to interpret data with curiosity, ask insightful questions, and communicate findings with clarity is already building the habits of a future CFO. By the time they reach executive level, they have the confidence and business fluency needed to challenge assumptions and contribute to strategic planning.

Leadership

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A)

CFO Talks

NOVEMBER 20, 2024

I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth. As a newly qualified accountant on the path to becoming a CFO, developing a blend of strategic and technical skills is crucial.

CFO

Barry Ritholtz

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. How did it shape how you look at the world of investing? 00:12:28 [Speaker Changed] So what was your biggest takeaway from your experiences as a trader?

Profit and Loss

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Communication is the key to not only making sure that they know the value that you’re providing, but it allows you to adjust to the changing needs and desires of your clients. Here’s a quick review.

Strategic Planning

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A)

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. Investment Banker.

Finance

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Good news is that 66% of organizations are going to invest in finance business partnering between now and 2030. But where to start? Finance business partnering has been a hot topic for CFOs for many years.

Finance

Fpanda Club

SEPTEMBER 2, 2021

Performance management is a range of practices which a company uses to measure its performance and communicate results. Linked with financial planning, analysis and reporting, business performance management becomes an inalienable part of the FP&A teams’ activities. Turning to soft skills, it’s not so easy here.

Financial Planning and Analysis (FP&A)

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

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

CFO Share

JULY 16, 2024

The CFO is a strategic financial leader of the organization. They collaborate with executives, investors, and the finance team to manage risk, choose investments, and collaborate on strategic decisions. CFOs must also be excellent communicators.

Financial Planning and Analysis (FP&A)

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

Future CFO

FEBRUARY 9, 2023

Reflecting on the recent surge in digital transformation within the insurance sector, Boon Boon Lim , head of finance for QBE Malaysia and head of finance operations for QBE Asia, added: “Our business landscape necessitates strong digital infrastructure and capabilities to work, partner and communicate effectively.

Finance

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting

PYMNTS

SEPTEMBER 4, 2020

Though it didn't reveal how much it raised, Zero Hash, based in Chicago, announced the close of its Series C investment round led by holding company tastytrade. As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Cloudentity.

B2B

Future CFO

SEPTEMBER 9, 2024

percentage points faster than those whose digital investments underperformed. According to the 2024 Gartner Board of Directors Survey, 2 which surveyed 285 non-executive board members, 56% said they expect their enterprise to accelerate investments in business initiatives in 2024-2025.

Finance

Future CFO

JULY 23, 2024

This is the view of Georgeta Elena Precup (Moran), CPA,CGMA , Operating Partner - Acting CFO, Advisory at Beyond Podiatry , emphasising how CFOs occupy a unique vantage point, overseeing not only financial health but also strategic planning , risk management, and corporate governance.

Auditing

CFO Talks

FEBRUARY 9, 2024

Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs. They must update financial models and strategic plans in light of the Reserve Bank’s decision to ensure they align with the organisation’s goals.

CFO

Future CFO

JULY 14, 2022

As financial risks and opportunities related to climate change become an important consideration as part of companies’ risk management and strategic planning processes, CFOs have a central role in driving their organisation’s ESG agenda. They are also a key business partner who helps drive the company’s strategic agenda.

Risk Management

CFO Simplified

FEBRUARY 13, 2022

While you may be on the fence about investing in a fractional CFO, it’s always productive to break down the pros and cons of your various options. Strategically plan for the company’s future . Review your business’ financial performance with your CFO prior to making any set-in-stone plans regarding your exit. .

CFO

Strategic Treasurer

NOVEMBER 21, 2022

Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. In this podcast, Craig Jeffery talks with Christy Wright about the commitment that Southwire has made to its community and environment. Host: Craig Jeffery, Strategic Treasurer. Becoming a Treasurer Series.

Finance

The Charity CFO

NOVEMBER 23, 2022

They handle all payroll and accounting functions and manage investments and fundraising efforts. This background helps them provide oversight for and manage all forecasts, budgets, and investments for the organization. Excellent Communication Skills. How to verify. How to verify. Do they speak clearly and concisely?

Nonprofit

Future CFO

JANUARY 7, 2024

CFOs must reimagine roles, reskill staff, and invest in both technical and non-technical capabilities to drive successful finance transformations. Return of investments CFOs must have the nose for strategic investments to drive enterprise transformation, although there is an undeniable struggle to capture value from technology investments.

CFO

The Finance Weekly

OCTOBER 13, 2021

CPM involves a greater emphasis on improving communication and business strategies within a company. The responsibilities of controllers today extend to more than just accounting and forecasting; FCs are now expected to engage in business administration and financial planning. CPM is a way to ensure business strategies get executed.

Financial Planning and Analysis (FP&A)

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

If you’re struggling to use Excel for your budgeting, it’s time to move beyond spreadsheets and invest in something better. Let’s take a closer look at the features of Sage Intacct Budgeting and Planning , a powerful yet easy-to-use financial solution. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting

Beacon CFO Plus

OCTOBER 21, 2021

And be ready to invest long-term in talent recruitment, acquisition, and training. Clearly communicate the organization’s purpose, mission, vision, and strategic plan. We are invested in your success and advocate for your vision and goals. Develop a strong hiring and onboarding process. Take a New Approach.

CFO

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A)

VCFO

JANUARY 23, 2023

All too often, employees work in an environment where what they are supposed to be accountable for is unclear, poorly communicated, or evolving without their awareness. Building a Foundation of Accountability A prerequisite for accountability is clearly articulating and communicating the company’s values, vision, core focus, and goals.

Accounting

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. Cost Efficiency : Cloud-based solutions eliminate the need for large upfront investments in hardware and software infrastructure.

SAP

Spreadym

JUNE 8, 2023

They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning. These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment.

Forecasting