Trade Credit & Liquidity Management

JUNE 2, 2025

“Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.” This eliminates the traditional siloing of collections, aligning it with the broader customer journey and revenue processes.

Forecasting 52

Forecasting Prioritization Leverage Communication 52

CFO Talks

FEBRUARY 17, 2025

He shared an example from his time at Shell when an earthquake in Turkey disrupted communication, making it impossible to check on employees. Prioritize Risks Effectively Using a simple four-box model that categorizes risks based on likelihood and impact, businesses can focus on high-priority risks that need immediate attention.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

E78 Partners

MARCH 21, 2025

By leveraging a structured post-merger integration plan, organizations can accelerate value realization, maintain stability, and build a strong foundation for long-term success. Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning.

Leadership 52

Leadership Communication Prioritization Compliance 52

E78 Partners

JUNE 12, 2025

Firms that prioritize this from the outset build more resilient, scalable operations. They align ERP platforms, standardize KPIs, and unify processes across acquired businesses to drive synergy and operational leverage. Private equity firms that prioritize execution, not just strategy, see stronger outcomes.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

The Charity CFO

FEBRUARY 20, 2025

It helps you communicate how you’re going to make the difference you want to see in the world. It can be a tool to galvanize your team, community, and supporters. Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. much better. Forget about the numbers for a second.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Communication 130

Communication Prioritization Leverage Education 130

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 64

Prioritization Communication Construction Leverage 64

The Charity CFO

AUGUST 21, 2024

Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors. Bridging this communication gap can help your organization ensure every dollar raised is used effectively.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Nerd's Eye View

DECEMBER 3, 2024

In this episode, we talk in-depth about why Eric focuses on just 2 to 3 planning priorities at a time with clients (rather than addressing the full scope of their financial planning needs) to increase the chances that the clients will actually follow through on implementing them (given their hectic lives), how Eric starts planning engagements by having (..)

Planning 52

Planning Prioritization Communication Leverage 52

Bramasol

FEBRUARY 18, 2025

In addition to being a cultural fit with our core values, we always look for consultants who are much more than just technical experts; they also need to be strategic thinkers, effective communicators, and problem solvers. Effective Communication Skills Communication is a crucial skill for SAP consultants.

SAP 61

SAP Problem Solving Communication Accounting Standards 61

The Charity CFO

FEBRUARY 12, 2025

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades.

Nonprofit 52

Nonprofit Leadership Communication CFO 52

CFO Thought Leader

JANUARY 29, 2025

Read More At PairSoft, Collis leverages these experiences to prioritize purposeful integration. His strategic mindset also focuses on transparency and scalability, ensuring that financial strategies align with operational goals and are clearly communicated across the organization. “Fall in love with change.

CFO 52

CFO Accounts Payable Invoicing Reconciliations 52

CFO Talks

NOVEMBER 7, 2024

Her journey is marked by a commitment to strategic analysis, effective communication, and fostering collaboration, earning her recognition as a Women in Tech 2023 Winner at Sentech Africa Tech Week. This involves honest, transparent communication with all parties involved. Finally, collaboration is key to creating win-win situations.

CFO 52

CFO Leadership Communication Finance 52

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 52

CFO Leadership Problem Solving Communication 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 Leverage Prioritization 116

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 98

Leverage Prioritization Sales Education 98

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. Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option.

Prioritization 130

Prioritization Auditing Education Communication 130

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

Trade Credit & Liquidity Management

MAY 28, 2025

Here’s a look at how to identify beneficial opportunities, prepare for impactful visits, and leverage face-to-face or virtual meetings to build strong, lasting partnerships. The fact is that face-to-face meetings have unique benefits that remote communications can’t fully replicate. Gain market intelligence.

Investments 52

Investments Communication Problem Solving Sales 52

CFO News Room

DECEMBER 9, 2022

Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. Leverage that self-awareness to make sure you’re not infecting your audience. Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. Is it growth?

Prioritization 130

Prioritization Leadership Education Leverage 130

CFO Plans

APRIL 14, 2025

Additionally, leveraging advanced tax software can automate calculations, significantly reducing the scope for human error. This guide should outline clear steps to take during financial crises, including emergency contacts, resource allocation, and communication strategies.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

Global Finance

FEBRUARY 12, 2025

CRM systems also facilitate tailored communication and help identify client needs, leading to stronger client-manager relationships. Engagement on-and off-line Younger clients expect frequent communication, whether through real-time alerts, personalized notifications, or virtual meetings.

Compliance 52

Compliance Technology Communication Investments 52

Trade Credit & Liquidity Management

JUNE 10, 2025

Lastly, regularly communicate with your sales team to help divert sales efforts from accounts that present the lowest margins and highest risks. Communicate goals to the department at the beginning of the month. A policy-driven process is necessary to prioritize contacts and determine the best approach for each customer.

Invoicing 52

Invoicing Sales Accounting Securities 52

PYMNTS

OCTOBER 28, 2020

A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). Leveraging Cloud Computing And Automation To Accelerate Digital Payments.

B2B 87

B2B Prioritization Compliance Budgeting 87

Fpanda Club

FEBRUARY 15, 2021

Moreover, dealing with data and technologies within finance function gives them an opportunity to become digital leaders and contribute to spreading digitalization enterprise-wide facilitating communication between IT and business.

Finance 130

Finance CFO Prioritization Budgeting 130

E78 Partners

MAY 16, 2025

We leverage managed services to drive integration speed, cost efficiency, and long-term scalability. Prioritizing user experience and operational efficiency is key while also ensuring business continuity across functions like finance, HR, and sales. Which systems are business-critical? How should technology evolve to support growth?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance Prioritization Securities 52

E78 Partners

SEPTEMBER 25, 2024

We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Run exercises and practice drills until similar circumstances come up and put the plan into place.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals. billion (about $2.7 billion merger with Skydance Media.

Mergers and Acquisitions (M&A) 52

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

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. Belonging Initiative: Penn-Mar launched a program focused on leveraging people’s differences and creating a sense of belonging, which has significantly improved retention rates.

Nonprofit 52

Nonprofit Leadership Performance Measuring CFO 52

E78 Partners

SEPTEMBER 25, 2024

We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication 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 92

IFRS Accounting SAP Compliance 92

CFO Network

MARCH 18, 2024

Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information. Effective Communication: Overcoming Barriers in Outsourcing Communication breakdowns pose another hurdle in outsourcing accounting services.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

Fpanda Club

FEBRUARY 1, 2021

Communication skills. Interaction and collaboration with each of them require juggling different behaviours and communication styles. Prioritization and time management can be the key in arranging your everyday activities and planning the day beforehand, while using your paid time offs will be a good opportunity to reboot.

Finance 130

Finance Communication CFO Prioritization 130

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. How to ensure good communication between vendors and clients post-implementation.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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