The Finance Weekly

APRIL 27, 2022

Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges. Document Your Policies: Policies all require clarity, communication, and consistency. If formal policies are not in place, first prioritize where to start (i.e.,

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

E78 Partners

JANUARY 5, 2024

Often it is because they typically have poor communications practice or immature communication processes overall. Adverse side effects: Lack of preparation for Day 1 communications, often preparing only the bare minimum and leaving many questions from employees, customers, and suppliers unanswered or vague.

Marketing 59

Marketing Communication Prioritization Planning 59

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. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO Simplified

APRIL 19, 2023

Strategic Leader Development – A process that promotes ongoing leadership development for talent within the organization. Leadership succession becomes too emotional and too easy to postpone until it can’t be postponed anymore. The owner’s wife, who had not been involved in the business, assumed the leadership role.

Planning 52

Planning Leadership Communication Nonprofit 52

CFO News Room

DECEMBER 16, 2022

The leadership challenge of reframing essential jobs from tasks perceived as menial to positions full of meaning can be overcome by designing roles with greater purpose.  For frontline roles, flexible scheduling to accommodate family, health, and travel can demonstrate caring leadership. Build community and camaraderie.

Leadership 100

Leadership Communication Prioritization Transportation 100

Collectiv

NOVEMBER 7, 2022

If you do take this step, though, you’ll need to communicate with your team and set boundaries to maintain the level of work-life balance you’re aiming for. Be proactive about what you want your work schedule to look like and how you want to interact with your team, including leadership. Do you enjoy working with them?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

Collectiv

NOVEMBER 7, 2022

If you do take this step, though, you’ll need to communicate with your team and set boundaries to maintain the level of work-life balance you’re aiming for. Be proactive about what you want your work schedule to look like and how you want to interact with your team, including leadership. Do you enjoy working with them?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. We ensured the accounting and finance team was communicated with throughout the transition.

CFO 52

CFO Leadership Prioritization Education 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

JANUARY 18, 2024

It’s more of a leadership role” says Philip Rewcastle, CFO of the Consumer Lending Group at Wells Fargo, “versus the support role it was 10 years ago.” Constantly Accommodating your Communication Style A good CFO must be able to communicate in a variety of ways depending on who he or she is speaking with.

CFO 52

CFO Communication Leadership Concentration 52

VCFO

JUNE 29, 2023

They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

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

CFO News Room

DECEMBER 31, 2022

Spring: Move Past Shortsighted Leadership. We saw renewed interest in fighting for a workplace that prioritizes wellbeing and transparency, and that takes a concerted, nuanced approach to addressing the systemic inequities that continue to hold our organizations back. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130

E78 Partners

APRIL 9, 2024

Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase. Value creation: Implement robust cybersecurity initiatives throughout the ownership period to systematically reduce portfolio companies’ exposure to cyber risks.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Leadership

OCTOBER 10, 2023

Create and communicate a well-defined plan for how you intend to bring advanced AI tools into your organization and use them for transformation. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership. Learn more about how we can help you achieve your business goals today.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Future CFO

MAY 28, 2020

As the outbreak coincided with the Chinese New Year holidays and colleagues were on leave in their respective home provinces, timely and relevant communication was a challenge. The finance function in China focused on the following key areas when dealing with situation: Timely closing of books Supporting operations Communication.

Finance 40

Finance Prioritization Communication Leadership 40

The Finance Weekly

SEPTEMBER 22, 2022

3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. Some people need to work on time management, while others want to improve communication and leadership skills. 5) Get down to the action plan.

Forecasting 98

Forecasting Prioritization Finance Investments 98

PYMNTS

JUNE 23, 2017

The meeting brought together 40 leaders from more than 30 organizations to help identify and prioritize API use cases to be explored in the generation of the Playbook. Application Programming Interfaces (APIs) enable secure and controlled communications between software applications,” said the report. “As

Prioritization 74

Prioritization Communication Leadership Securities 74

The Finance Weekly

FEBRUARY 8, 2023

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. This requires effective communication and collaboration, as well as a deep understanding of the business's needs, goals, and priorities. Furnari previously served as Vice President of Finance at Dynatrace, a global technology company.

CFO 52

CFO Prioritization Finance Communication 52

CFO Talks

MARCH 20, 2024

This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

Spreadym

JULY 21, 2023

Leadership and Culture Digital transformation requires strong leadership support and a culture that embraces change and innovation. Prioritize Projects Identify and prioritize the digital initiatives based on their potential impact and alignment with the defined vision and strategy.

Finance 52

Finance Prioritization Compliance Leverage 52

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape.

IFRS 89

IFRS Accounting SAP Compliance 89

The Charity CFO

JULY 10, 2022

The Executive Committee handles time-sensitive issues that come up between meetings and prioritizes the agendas for meetings of the full board of directors. Communication Committee. Communications. But your organization is also making a big commitment to work under that person’s leadership for a few years.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Under the stress of economic uncertainty, it’s more important than ever to keep an open dialogue.

Budgeting 130

Budgeting Marketing Math Advertising 130

E78 Partners

SEPTEMBER 14, 2023

Stewardship & Leadership : It empowers executives to lead their teams with clarity, ensuring alignment with the organization’s vision and fostering collective growth. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

CFO News Room

JANUARY 22, 2023

Don’t badmouth the former leader but communicate your new vision with the team and other stakeholders with vigor. First, she prioritized developing her HR organization’s ability to think, speak, and act in ways that connected their work to business needs.

Prioritization 130

Prioritization Leadership Compliance Communication 130

The Charity CFO

JULY 31, 2023

Open communication within the organization guarantees that conflicts are managed appropriately, helping to uphold the nonprofit’s mission and maintain the confidence of donors, beneficiaries, and the public. The board of directors plays a crucial role in managing conflicts of interest within a nonprofit organization.

Nonprofit 52

Nonprofit Prioritization Compliance Accounting 52

CFO News Room

NOVEMBER 1, 2022

We’re talking about the share of women and women of color in leadership ranks in business. And in the workplace, you, you mentioned some of the statistics about women not holding large percentages of leadership role, CEO roles and, and organizations. But we often don’t talk about that. So there are specific people in the organization.

Leadership 100

Leadership Construction Budgeting Planning 100

E78 Partners

APRIL 13, 2023

Integration Management: We will deploy our playbook, proven processes templates and tools led by successful M&A experts along with our synergy tracking framework to prioritize KPIs, all supported with the functional expertise to drive a successful deal. We have years of experience managing and delivering various initiatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

MARCH 28, 2018

His proven leadership ability, operational expertise, growth focus, financial acumen, strategic vision and customer orientation make him the right person to lead Equifax into the future.”. “The And, most critically, we will continue to invest in and strengthen our IT and data security.

Leadership 40

Leadership Prioritization Communication Retail 40

CFO News Room

NOVEMBER 14, 2022

Prior to founding Journey, Penny ran a consulting and coaching firm called Thrivos Consulting, and prior to that worked in various leadership positions across the financial services industry. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

Practice Management 130

Practice Management Planning Leadership Communication 130

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. They play a crucial role in improving transparency, communication, and collaboration among teams by providing a centralized platform for accessing and interpreting financial data.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

Centage

JULY 12, 2022

This includes a variety of leadership and consulting roles in the buy-side investment and compliance industries such as Thomson Reuters, SS&C, and Citisoft Inc, working with clients including State Street, Invesco, and Bank of America. Depending on the problem we are trying to solve, these teams may overlap.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. 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 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

Planful

MAY 24, 2017

This was the focus of the New Jersey Chapter of the CFO Leadership Council at its May 2017 panel discussion titled “How Much Risk Is in Your Risk Management?” Moderated by Angela Tise of the CFO Leadership Council, the panel included Claire Doherty, Director of the Risk Consulting Practice at KPMG, Brian J.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

Planful

OCTOBER 19, 2021

According to Nabil Hannan , managing director at NetSpi, CFOs can quantify and communicate the ROI of secure systems to the C-suite by collaborating with chief information security officers ( CISO). To get c-suite buy-in, Hannan says it’s essential to recognize the metrics that matter to leadership.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFA Institute

APRIL 15, 2019

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.

Prioritization 52

Prioritization Communication Leadership Economics 52