CFO Talks

NOVEMBER 20, 2024

Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting.

IFRS 98

IFRS GAAP Currencies CFO 98

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Technology Communication 91

CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

Global Finance

DECEMBER 26, 2024

Technology quickly took off. Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. Rouse: Communication. Ledgers and calculators. I even took the CPA exam without a calculator. If you adapt quickly and embrace change, it can significantly boost your career.

CFO 98

CFO Restructuring Math Finance 98

E78 Partners

JANUARY 28, 2025

The E78 PMI (Post-merger integration) practice specializes in helping clients overcome the intricate people, process, and technology challenges that accompany mergers and acquisitions. Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence.

Mergers and Acquisitions (M&A) 59

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

Nerd's Eye View

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 98

Technology Planning Entertainment Leverage 98

CFO Plans

OCTOBER 29, 2024

Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. Explore Cutting-Edge Financial Technologies to stay ahead of the competition.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFA Institute

JUNE 10, 2025

Wojtek Buczynski, CFA, FRM , is a finance professional focused on emerging technologies (cloud and AI) strategy, regulation, and ethics in the financial services industry. His expertise extends to pioneering data-driven supervisory approaches, leveraging big data technologies, advanced analytics, machine learning, and artificial intelligence.

Investments 72

Investments Education Leadership Healthcare 72

Nerd's Eye View

DECEMBER 31, 2024

So, whether you're interested in learning about implementing an advisory firm leadership training program, how to diagnose potentially problematic behaviors of new leaders, or how to leverage technology to efficiently track key metrics, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Stacey McKinnon.

Leadership 97

Leadership Communication Leverage Numbers 97

CFO Thought Leader

JUNE 10, 2025

Alt emphasizes transparency and long-term success, underscoring the importance of a well-informed team and clear communication with stakeholders to drive transformation within a highly regulated healthcare sector. Strategic Transformation in Healthcare 2.

CFO 52

CFO Finance Healthcare Communication 52

The Charity CFO

JANUARY 29, 2025

.” He suggests organizations should: Plant a flag with a bold vision Aim for a concrete, finite accomplishment Make the mission as crisp and clear as possible Provide an entryway for people to learn more gradually When to Refresh Your Brand Several triggers may indicate it’s time for a brand refresh: Expanding services or geographic reach (..)

Nonprofit 52

Nonprofit Communication Leadership Data Analysis 52

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. GF: How do you communicate that to clients? David Frame, CEO of J.P.

Banking 52

Banking Communication Strategic Planning Leverage 52

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

Technology 100

Technology IFRS SAP Compliance 100

Nerd's Eye View

MAY 29, 2025

In this 165th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards explore how advisors can simplify the delivery of complex advice and why doing so is such a critical (and often underdeveloped) skill. Summary charts or graphics – especially for topics that come up repeatedly (e.g.,

Tax Planning 52

Tax Planning Communication Leverage Planning 52

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

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. Technology and System Integration: Merging IT infrastructures , unifying data, and strengthening cybersecurity. Champion communications, culture and change management initiatives.

Leadership 52

Leadership Communication Prioritization Compliance 52

E78 Partners

NOVEMBER 15, 2024

This emphasis can assist in identifying new methods and technologies that promote operational greatness. By promoting a mindset of constant enhancement and utilizing technology, companies can improve their effectiveness and agility in meeting market needs.

Investments 52

Investments Prioritization Strategic Planning Leverage 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. Administrative Costs : Operational essentials such as technology, office supplies, and HR fall into this category. much better.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

Future CFO

APRIL 7, 2025

Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders. A key priority is aligning investment decisions with long-term cost efficiencies.

Compliance 52

Compliance Leverage Finance Risk Management 52

Global Finance

FEBRUARY 5, 2025

Listed on Euronext, the chemicals company develops and commercializes technologies that produce materials from sustainable carbon feedstocks. Building and leveraging a network is incredibly important. Van Schak: With the outside community, we communicate on a much higher level. It was a fantastic experience.

CFO 64

CFO Corporate Finance Finance Communication 64

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. Ultimately, our job is to help clients achieve their business goals rather than just move to new technology solutions!

SAP 61

SAP Problem Solving Communication Accounting Standards 61

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 Securities Communication 118

Future CFO

APRIL 28, 2025

As companies face diverse payment behaviours, regulatory changes, and technological advancements, understanding the key issues, trends, risks, and opportunities around DSO is essential for maintaining financial health in 2025. Leveraging technology to streamline collections Technology adoption is a central theme in modernising DSO.

Sales 52

Sales Invoicing Credit Risk Finance 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. Leverage Technologybut Dont Overcomplicate It While risk management tools exist, Chris stressed that effective risk management relies on people, not just software. The key takeaway?

Risk Management 52

Risk Management CFO Prioritization Leadership 52

CFO Talks

NOVEMBER 7, 2024

Members’ Profile: Yvonne Dias In this edition of CFO Club Africa’s Members Spotlight, we are introducing Yvonne Dias, the Group CFO at MINT Management Technologies. This recognition was not only a testament to my dedication and hard work but also an acknowledgment of the strides we are making in empowering women in technology.

CFO 52

CFO Leadership Communication Finance 52

CFO Talks

OCTOBER 8, 2024

Different work styles, communication preferences, and problem-solving approaches may create friction. Setting clear KPIs and ensuring that these are communicated across the team is essential. Encourage Open Communication A common pitfall in managing diverse teams is the breakdown of communication.

Finance 98

Finance Problem Solving Communication CFO 98

Global Finance

JUNE 6, 2024

Africa And Middle East MNT-Halan MNT-Halan developed innovative technology that provides a digital solution for unbanked populations. Each invoice is automatically processed based on electronic data interchange communication. The post Most Innovative Financial Technology Companies 2024 appeared first on Global Finance Magazine.

Technology 59

Technology Invoicing Finance Compliance 59

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

CFO Talks

NOVEMBER 27, 2024

Communicate Clearly and Honestly Uncertainty makes people nervous. Use Technology to Your Advantage In uncertain times, technology can help you make better decisions faster. As a CFO, your ability to focus on what you know, stay flexible, communicate clearly, and leverage your team’s strengths can turn chaos into clarity.

CFO 52

CFO Budgeting Forecasting Communication 52

Global Finance

FEBRUARY 12, 2025

They value transparency, ease of use, and personalization, putting pressure on asset managers to adopt new technologies and pivot from traditional relationship models. Tech creates sticky customers for asset managers To address these challenges, asset and wealth managers are leaning heavily on technology.

Compliance 52

Compliance Technology Communication Investments 52

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 98

Communication Startups Planning Technology 98

CFO Talks

JANUARY 8, 2025

Leverage Technology for Efficiency In the face of economic challenges, efficiency becomes critical. Technology offers tools to streamline operations, reduce costs, and provide better decision-making insights. Technology is not just an expense; its an investment in resilience and agility.

Economics 52

Economics Leadership Budgeting Communication 52

CFO Talks

OCTOBER 30, 2024

In this article, we’ll look at some simple, practical ways to get through today’s business challenges by staying clear in how you communicate, using the right tools, and keeping a steady mindset. Leverage Technology Wisely Technology can be an incredible tool if used thoughtfully. Set “90-day sprints.”

Leadership 52

Leadership Forecasting Communication Planning 52

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Best practice in the budget and planning process, PWC 2017 7.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

CFO Thought Leader

JANUARY 6, 2025

Seymour: Deputy is a workforce management platform for hourly workers, and our technology is designed to streamline employee scheduling, time tracking, and communication for businesses (Overall,) Deputy really helps improve operational efficiency and reduce labor costs (for) the customers we serve.

CFO 52

CFO Leadership Compliance Concentration 52

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. Breaking Down Silos Between Departments One of the biggest challenges in large companies is the lack of communication between departments.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52