Nerd's Eye View

OCTOBER 11, 2022

In this episode, we talk in-depth about how, while working for a broker-dealer, Libby realized their internal ‘structure for success’ was entirely built around working more to earn more and realized that she would need to build her firm with a different kind of mindset if she wanted to earn more while working less (so that she could have (..)

Leverage 74

Leverage Communication Planning Marketing 74

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 95

Benchmarking Communication Leverage Numbers 95

CFO Network

MARCH 18, 2024

Effective Communication: Overcoming Barriers in Outsourcing Communication breakdowns pose another hurdle in outsourcing accounting services. Establishing effective communication channels, providing regular updates, and offering constructive feedback are essential for fostering a collaborative partnership.

Accounting 52

Accounting Prioritization Communication Construction 52

PYMNTS

NOVEMBER 22, 2016

Now, Verifi’s most recent contribution to balancing the payments ecosystem, Order Insight, changes the way merchants, banks and customers can communicate. It allows the merchants to proactively communicate information to cardholders, through the bank, to give the customer the best experience possible.”. “It

Communication 47

Communication Banking Leverage Investments 47

Planful

JULY 14, 2016

In doing so, businesses can be more opportunistic when leveraging beneficial trends, while also having the ability to mitigate business risk and operate a more successful company. Using Performance Management Software to Leverage Analytics.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Leverage Budgeting Forecasting 40

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

CFO Talks

FEBRUARY 9, 2024

These silos create barriers that hinder communication, collaboration, and alignment across the organisation. Furthermore, CFOs can leverage technology to facilitate cross-functional collaboration. Moreover, effective communication is essential for breaking down obstacles between the finance team and other departments.

Communication 52

Communication Leadership CFO Budgeting 52

The Charity CFO

JULY 27, 2022

But the most successful nonprofits are already leveraging interconnected software systems to raise money more effectively, optimize internal communications, and work SMARTER instead of harder. How companies like Facebook, Amazon, and Apple make it mandatory that you step up your game when it comes to effective communication.

Nonprofit 95

Nonprofit Communication CFO Leadership 95

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage 93

Leverage Prioritization Sales Education 93

The Charity CFO

MARCH 22, 2024

Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader? Check out these tips for leveraging data as a nonprofit leader.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Nerd's Eye View

OCTOBER 25, 2022

Read More.

Leverage 52

Leverage Concentration Communication Planning 52

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must also be well-versed in leveraging emerging technologies to boost their business performance. The post The risks CFOs must face in 2024 appeared first on FutureCFO.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

Future CFO

DECEMBER 21, 2023

Bring clarity and communicate organisation objectives. Risk appetite needs to be communicated internally and externally. Upskill the finance team to build organisation resilience Leverage the skills of finance teams in areas such as stress testing and risk analytics to better assess the impact of different risks.

Risk Management 52

Risk Management Finance Leadership Auditing 52

Future CFO

MAY 18, 2023

Jedox announces integration with ChatGPT allowing organisations to leverage generative AI in their integrated business planning (IBP) process. The ChatGPT model allows users to leverage the power of ChatGPT without leaving the Jedox environment.

Planning 52

Planning Leverage Communication Finance 52

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Support for various business sectors.

Budgeting 175

Budgeting Leadership Communication Leverage 175

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Collaborations allow corporations to leverage nonprofits’ capabilities and reputation when launching new products and services. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52

Future CFO

NOVEMBER 15, 2023

Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. This helps mitigate errors and ensures that teams can leverage spreadsheets effectively.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 74

Planning Communication Education Leverage 74

Boston Startup CFO

APRIL 12, 2024

409A / Valuations Leveraging our expertise and industry knowledge, we will conduct thorough assessments to determine the fair market value of your company, ensuring compliance with regulations and helping you make informed decisions related to stock options, equity compensation, and financial reporting.

Corporate Finance 40

Corporate Finance Finance Auditing Compliance 40

Future CFO

DECEMBER 7, 2023

Clear Stakeholder Communication : Transparency with stakeholders regarding the company’s approach to managing risks associated with China’s debt is key. Effective communication helps manage expectations and maintain trust. This includes having contingency plans for scenarios like market demand shifts or supply chain interruptions.

Economics 52

Economics Currencies Communication Risk Management 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

VCFO

JANUARY 11, 2024

The right strategy will include various pay components, regular evaluation, effective communication, and the ability to make adjustments based on market data. Building Blocks of Business Valuation Authored by Dustin Williamson , Managing Director – vcfo Houston Would you like to optimize your value?

Valuation 87

Valuation CFO Startups Leverage 87

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Communication 80

Communication Planning Leverage Investments 80

Boston Startup CFO

APRIL 12, 2024

Lender & Lease Negotiations Leveraging our financial expertise and negotiation skills, we can work on your behalf to secure favorable terms with lenders and landlords, optimizing loan conditions and lease agreements to suit your business needs, ultimately helping you save costs, enhance cash flow, and strengthen your financial position.

Investments 40

Investments Finance Leverage Securities 40

Nerd's Eye View

APRIL 4, 2024

Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent.

Communication 75

Communication Leverage Planning Sales 75

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Nerd's Eye View

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,

Technology 85

Technology Planning Entertainment Leverage 85

Fpanda Club

MARCH 27, 2023

FP&A roles require to stay up to date with the latest trends and technological advancements which can be leveraged by the function. In these circumstances the demand for finance professionals with excellent analytical skills, strategic thinking and the ability to provide and communicate recommendations is growing exponentially.

Finance 130

Finance Auditing Compliance CFO 130

VCFO

JUNE 19, 2023

While it’s unlikely that one could find an executive that disagrees with this sentiment, manufacturing entities nonetheless often operate in isolated silos with inadequate communication and interaction between the production units and the corporate team. and video can also be leveraged. It also shows respect.

Prioritization 69

Prioritization Manufacturing Leadership Communication 69

PYMNTS

NOVEMBER 16, 2020

Now, with the pandemic accelerating a move toward digital product acquisition, communication, purchases and money movement, financial institutions (FIs) and their clients need to be even more vigilant. Leveraging Advanced Technologies. Banks have long worked to anticipate and protect against emerging tactics of cybercriminals.

Banking 118

Banking Leverage Communication Securities 118

CFO Thought Leader

APRIL 11, 2023

Chrnelich: Symphony is a collaboration platform that can connect participants across capital markets in a secure and encrypted environment in any of a number of channels of communication—video, Zoom, Teams, chat, one-toone conversations, group rooms, file sharing, and so on. It’s just your firm and their firm.

CFO 52

CFO Communication Numbers Finance 52

CFO News Room

JANUARY 24, 2023

We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)

Practice Management 130

Practice Management Planning Communication Leverage 130

Future CFO

FEBRUARY 21, 2024

It's a compelling and exciting call to action for organisations, individuals and future professional talent to leverage these technologies, enhancing analytical capabilities and strategic insights." Communication, problem-solving, adaptability, and initiative are identified as the core competencies employers in APAC eagerly seek.

Problem Solving 52

Problem Solving Education Finance Communication 52

Future CFO

MAY 10, 2023

Today’s global economy makes it critical for the payments function to contribute greater strategic value by helping the enterprise extend capital efficiency and better leverage liquidity. Failed payments are eroding profitability and impacting performance in a climate where businesses need their money to work harder than ever.

Communication 52

Communication Leverage Accounting 52

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 116

Banking Communication Prioritization Leverage 116

CFO Talks

JUNE 13, 2023

Additionally, the alliance aims to establish a shared online platform that represents national bodies, facilitating communication and collaboration across borders. Through collective efforts, CFOs can leverage their expertise to contribute to the growth and success of organisations worldwide.

CFO 97

CFO Strategic Planning Finance Communication 97