CFO Talks

JUNE 17, 2025

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. Restoring Investor and Market Confidence Markets respond to consistency and predictability.

CFO 52

CFO Marketing Auditing Compliance 52

The Charity CFO

APRIL 20, 2025

The Nonprofit Guide to Smart Digital Marketing If you’re a nonprofit leader feeling overwhelmed by digital marketingor unsure if your website is even helping you anymorethis episode of A Modern Nonprofit Podcast is for you. Instead of being your main communication hub, your site is now your digital validator.

Nonprofit 72

Nonprofit Marketing CFO Communication 72

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Regular, open communication about the company’s goals, challenges, and plans helps build investor trust and support. Communicate Transparently : Honesty goes a long way in building trust.

Communication 97

Communication CFO Construction Finance 97

CFO News Room

JANUARY 2, 2023

Our new research (soon to be published online in the Journal of Experimental Psychology: General ) finds that communicating unintentionality in discovery increases consumer preference. What This Means for Marketers. Understanding this consumer preference opens new possibilities for marketers. Because of fate. Source link.

Marketing 130

Marketing Advertising Communication Sales 130

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

E78 Partners

JANUARY 22, 2025

For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. How Market Volatility Impacts Financial Operations: Understanding the Risks Financial operations have shifted dramatically over recent years. Clear communication protocols: Minimize confusion during disruption.

Accounting 52

Accounting Marketing Compliance Communication 52

Global Finance

OCTOBER 31, 2024

China continues to search for antidotes to an ailing economy and the deterioration of its real estate market, and the banking sector continues to expand. Meanwhile, China has contributed to balance sheet growth for each of the institutions that earned a place in our ranking of the biggest emerging market banks. GDP growth rose to 5.2%

Banking 59

Banking Marketing Construction Forecasting 59

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Be Proactive with Regulators Each market has its own regulatory quirks.

IFRS 98

IFRS GAAP Currencies CFO 98

Global Finance

JULY 7, 2025

In addition to the counterparty and political risks, the parties to the commercial contract may face FX and interest rates risks,” adds Martina Zimmerl, RBI Capital Markets. When offering financing solutions on top of the supply deal, exporters can enhance their competitiveness in the global market,” Merdžan states.

Marketing 52

Marketing Advertising Finance Banking 52

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

Global Finance

DECEMBER 18, 2024

This demographic tend to be more inclined to explore international markets and diversify their investment portfolios beyond their home countrys borders, driven by increased mobility and the pursuit of superior opportunities. GF : How do cross-border clients perceive and deal with risk in different regions?

Banking 115

Banking Education Analyzing Data Economics 115

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023. billion.

Marketing 123

Marketing Treasury Valuation Investments 123

Global Finance

JULY 25, 2024

BYD, the Chinese manufacturer of batteries and electric vehicles, is rapidly becoming the dominant force in the global EV space, despite the US and Europe railing against its disruptive effect on their domestic markets. The post China’s BYD Races Ahead With New Plants In Emerging Markets appeared first on Global Finance Magazine.

Marketing 111

Marketing Manufacturing Communication Investments 111

Nerd's Eye View

DECEMBER 24, 2024

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus.

Communication 98

Communication Leverage Marketing Accounting 98

Nerd's Eye View

NOVEMBER 28, 2024

A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. How much to charge for financial advice is rarely a decision made lightly.

Tax Planning 98

Tax Planning Communication Planning Marketing 98

CFA Institute

JUNE 26, 2025

Fabozzi, CFA, is a professor of practice at Carey Business School at Johns Hopkins University. He is the editor of The Journal of Portfolio Management , co-founder and co-editor of The Journal of Financial Data Science , and an editor of Annals of Operations Research. He received the CFA Institute Research Foundation’s James R.

Marketing 68

Marketing Economics Financial Data Communication 68

CFO Talks

NOVEMBER 21, 2024

In a competitive market, the most successful companies don’t just compete—they collaborate. Strategic alliances, where businesses join forces to share resources, expertise, and market opportunities, are transforming industries worldwide. Trust and Communication : Regular dialogue and shared KPIs kept the partnership on track.

Leverage 96

Leverage Communication CFO Retail 96

Global Finance

DECEMBER 4, 2024

Alexandre has held various executive positions at LVMH, including a four-year stint as CEO of German luggage maker Rimowa and as vice president of product, communications, and industrial affairs at Tiffany & Co., which LVMH bought for $15.8 billion in 2021. It seems that his challenges intensify with each appointment.”

Corporate Finance 98

Corporate Finance Leadership Communication CFO 98

Nerd's Eye View

APRIL 24, 2024

Over the past few decades, advicers have used Monte Carlo analysis tools to communicate to clients if their assets and planned level of spending were sufficient for them to realize their goals while (critically) not running out of money in retirement.

Communication 98

Communication Planning Accounting Marketing 98

Nerd's Eye View

JANUARY 23, 2025

In the 156th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how they use AI tools such as ChatGPT to expedite their creative and strategic processes – and how to ‘ask’ ChatGPT better questions to get more effective and relevant answers.

Communication 97

Communication Leverage Marketing Planning 97

CFA Institute

JUNE 24, 2025

Mee‑Hyoe Alana Koo is a multilingual communication, education, and content professional with more than 15 years of experience spanning journalism, translation, interpretation, and strategic consulting. Coverage areas include capital markets, CSR, and entrepreneurship across Asia‑Pacific. She holds a B.A.

Investments 65

Investments Communication Leadership Education 65

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. rent, marketing, and training). staff time, technology, and custodial fees) and indirect costs (e.g.,

Communication 84

Communication Numbers Practice Management Investments 84

CFA Institute

MAY 14, 2025

He has a diverse and a rich portfolio of research that spans big data analytics, health informatics, financial technologies, information security, privacy and valuation, intellectual property rights, online market design, and business impacts of technology.

Investments 98

Investments Business Analytics Communication Valuation 98

CFO News

JUNE 3, 2025

While GenAI adoption is high, only 31% feel prepared, highlighting the need for structured training and clear communication from employers to retain talent. Professionals prioritize purpose, ethics, and flexibility, driving proactive career management.

Prioritization 40

Prioritization Marketing Communication 40

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

Nerd's Eye View

DECEMBER 26, 2024

In the 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the opportunities and limitations of AI in financial advice, exploring how technology can enhance advisors' work and where its boundaries lie. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

Technology 98

Technology Planning Problem Solving Communication 98

Future CFO

JANUARY 14, 2025

As with anything in the world, the finance leadership landscape has been evolving especially following the COVID-19 pandemic which brought about drastic changes into the market. He explains, "Having local language abilities in Asian markets may help you stand out from peers or learning about GenAI (a hot topic!)

Leadership 98

Leadership Finance CFO Communication 98

Fpanda Club

MARCH 19, 2025

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

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

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 91

Communication Leadership Investments Numbers 91

Global Finance

JUNE 13, 2025

Certainly, 2024 was a difficult year, because of volatility in the end markets. We are winning market share from the competition. Then there is the CFO who comes from an investment bank, who is more about capital and markets and investor communication. Think back to the European elections and the uncertainty in France.

CFO 80

CFO Finance Auditing Compliance 80

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire."

Finance 69

Finance Communication Leadership Profit and Loss 69

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Communication 69

Communication Planning Technology Investments 69

Generation CFO

JANUARY 31, 2022

Al Ramich for Forbes describes it better than I could: “Being customer-centric means anticipating a customer’s wants, needs and communication preferences. The insights one can glean from data have so many potential uses; it can propel every department of your organisation forward, from finance to marketing – even to human resources.

Communication 213

Communication CFO Technology Accounting 213

CFO Talks

APRIL 8, 2025

While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight. The ability to simplify complex ideas and communicate them clearly across diverse teams is no longer a soft skill; its a critical leadership function.

Communication 52

Communication CFO Leadership Numbers 52

Barry Ritholtz

APRIL 15, 2025

That amplified the initial market reaction, with a lot of volatility and a significant drawdown. Whatever the final tariff situation, the White House can clearly learn from the communication strategies the Federal Reserve has perfected. ~~~ We are not privy to the discussions inside the Oval Office.

Profit and Loss 127

Profit and Loss Economics Treasury Leadership 127

E78 Partners

JANUARY 28, 2025

Every year seems to bring a unique blend of challenges for the M&A market, and 2024 was no different. Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Elevate Communication Competencies: Some companies have poor or immature communication processes.

Mergers and Acquisitions (M&A) 59

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