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

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

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

The Finance Weekly

DECEMBER 22, 2022

Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

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

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 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

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. 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.

CFO 52

CFO Compliance Performance Measuring Education 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

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

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

The Finance Weekly

FEBRUARY 8, 2023

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. By leveraging technology, CFOs can make better-informed decisions, improve the accuracy and timeliness of financial reporting, and enhance the overall performance of the finance function.

CFO 52

CFO Prioritization Finance Communication 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

E78 Partners

SEPTEMBER 14, 2023

Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives. The process ensures efficiency in execution, promotes untapped growth by leveraging historical and new data, and cultivates transparent and agile operations with real-time insights through stakeholder engagement.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

APRIL 27, 2022

Set Firm Organizational Standards: As a leader, you have the power to define the company’s operational approach, values, and standards of conduct, expressing the expectations in value statements, company policies, ethical codes, and communications. Document Your Policies: Policies all require clarity, communication, and consistency.

Leadership 52

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

The Finance Weekly

NOVEMBER 20, 2023

FP&A leaders can use these insights to track performance, identify trends, and communicate financial results to stakeholders more effectively. These predictions help prioritize accounts that are at risk, making collection efforts more efficient.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Cash Flow Forecasting Forecasting 52

The Charity CFO

JUNE 7, 2023

Stakeholder Communication : Serves as a transparent communication tool for stakeholders, including donors, board members, and grant-making organizations. By leveraging these financial statements and their diverse uses, nonprofit organizations can pursue their mission with confidence.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 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 CFO Communication Prioritization 130

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

PYMNTS

JANUARY 14, 2020

Ton stressed that it takes courage and conviction for retail leaders to make changes and create processes that prioritize employees and customers, but that change is possible. Their associates were disconnected from the growth of digital communications.”. It’s not only the right thing to do, but the smart thing to do,’ she said.”.

Retail 52

Retail Prioritization Communication Technology 52

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. FP&A reports and presentations communicate the organization's financial performance, growth strategies, and value creation initiatives.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 14, 2022

Creating content, building a social media presence, leveraging platforms like YouTube, and developing as an influencer within a certain target group are business development tactics that should be encouraged for associate advisors who have the desire and ability to engage in them. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. “The CFOs that I consider to be progressive and innovative have a very different view of that relationship,” he said in a statement.

CFO 58

CFO Corporate Finance Finance Risk Management 58

Planful

OCTOBER 19, 2021

From there, you can decide how to leverage your financial acumen and recommend the best way forward. 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).

Financial Planning and Analysis (FP&A) 40

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

E78 Partners

APRIL 13, 2023

Private equity firms try to increase its value through various strategies such as implementing an inorganic growth plan, improving processes and systems that will enable scaling and operating leverage, and improve operational efficiency and productivity. 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

The Charity CFO

AUGUST 15, 2023

Accountants deserve positions that leverage technology to improve the department and the organization and when they don’t get that, it creates a challenge. In some cases, they’ll also be responsible for communicating with grantors. To foster these two concepts, there has to be a positive culture.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Spreadym

MAY 31, 2023

Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats. It involves effective communication, stakeholder engagement, and adaptation to changing circumstances.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

PYMNTS

FEBRUARY 15, 2018

To gain more traction on the card front, she recommended that community banks take a proactive approach with their SMB clients. Many SMBs prioritize attributes of their bank beyond the rewards and pricing that community banks are well-positioned to address — including personalized service, local presence and involvement and convenience.

Banking 47

Banking Education Prioritization Startups 47

Boston Startup CFO

MAY 9, 2016

They will also have to nurture a decidedly different skill set that will prioritize trust, creativity, communication, and interpretive insight over mathematical acumen, mastery of tax law, or old-fashioned bookkeeping proficiency. But, ultimately, the process will drive further growth across a wide variety of industries.

Accounting 52

Accounting Prioritization Advertising Compliance 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 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

PYMNTS

JULY 11, 2016

Participants could use Visa’s APIs to create a payment solution, leverage social media channels to engage people at Visa-sponsored events or persuade Visa cardholders to go cardless. “It’s the people there right now, sharing their experiences on social media – they are the people that a brand should prioritize,” he added.

Startups 45

Startups Prioritization Advertising Retail 45

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal. Natural language processing (NLP) chatbots will become a necessity for CX teams. Learn more at www.tripactions.com.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. The final 13% of those surveyed identified as “Laggards”, working at firms that do not make technology a priority or leverage what they already have.

Auditing 130

Auditing Planning Investments Securities 130

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130