CFO Plans

FEBRUARY 23, 2025

Building Strong Connections in Investor Relations and Financial Reports Strong investor relations are founded on regular, transparent communication. By maintaining open lines of communication and using financial reports as a platform for dialogue, you can foster stronger, more meaningful relationships with your investors.

Financial Reporting

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. I found great satisfaction in deciphering financial statements and understanding market trends. Once I have a clear picture, I prioritize the challenges based on their impact and urgency.

CFO

E78 Partners

NOVEMBER 15, 2024

Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth. By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders.

Investments

CFO Thought Leader

JANUARY 15, 2025

Eugene Wong’s CFO Playbook Holistic View : Prioritizes cross-departmental insights to preempt silos and align objectives. Operational Agility : Embraces iterative decision-making to respond quickly to shifting market dynamics. People-Centric Approach : Champions open communication and empowers teams to think strategically.

CFO

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency. Prioritize integration areas based on synergy potential and risk.

Leadership

Nerd's Eye View

APRIL 14, 2025

It serves as an introductory conversation with COIs who may be a valuable resource, with the primary goal of exploring values, communication styles, ideal client profile, and experience working with other professionals. The first meeting is focused on building rapport and conducting an initial assessment.

Prioritization

E78 Partners

JUNE 12, 2025

In today’s market, private equity firms recognize that acquisition alone no longer drives sufficient growth. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. In 2025, top-performing firms go beyond sourcing deals. They optimize them.

Prioritization

CFO Thought Leader

DECEMBER 9, 2024

But then along came Jellyfish, a company whose big day in the public markets would likely be years away. Advocates for data-driven decision-making in resource allocation and project prioritization. At first glance, Jellyfish didnt fit Chengs established criteria for her next CFO position.

Leadership

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. Whether it was forecasting future growth, analyzing market trends, or identifying cost-saving opportunities, it could drive real-world change.

CFO

E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. Revenue Synergies Revenue synergies occur when the combined entity increases its top-line performance by expanding market reach, cross-selling products, or improving pricing power. But not all synergies carry equal weight.

Mergers and Acquisitions (M&A)

Trade Credit & Liquidity Management

JUNE 2, 2025

AI-Driven Automation and Insights: AI-Generated Health Scores: The platform uses historical payment behavior, engagement patterns, and risk indicators to segment and prioritize accounts, enabling targeted collection strategies. As such, its customer base spans a wide range of industries.

Forecasting

CFO Thought Leader

APRIL 17, 2025

Now guiding Fusion Connects shift from legacy telecom to cloud communications, McClintock stresses bookingsminuschurn, customer NPS, and datarich dashboards discussed at every allhands. Prioritize bookingsminuschurn and customer experience metrics. CFO Strategy Playbook Calmly turn deficits into datadriven action.

CFO

KG Virtual CFO

JULY 21, 2025

For example, a service‐based startup that tracks daily inflows can adjust staffing or marketing spend before a liquidity squeeze occurs. When operating cash inflows exceed outflows, a business can reinvest in product development or marketing, accelerating growth without external financing. Define concise payment terms (e.g.,

Cash Flow Forecasting

The Charity CFO

FEBRUARY 19, 2025

Erin stresses that this clarity should permeate all aspects of the organization, from internal communications to external marketing materials. This deep knowledge of donor motivations and preferences is crucial in crafting effective communication strategies that resonate with supporters. Want to jump right in?

Nonprofit

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

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. The Swiss giants underlying transaction-based income is up by double digits with strong revenue growth in global banking and global markets. billion (about $2.7

Mergers and Acquisitions (M&A)

Global Finance

MARCH 3, 2025

To this end it has prioritized digitalization and a few years ago adopted the cloud-based Doxee Customer Communication Management platform to distribute the 60 million documents the bank sends to its customers each year, using a product that is flexible, reliable, and highly efficient. The target for 2025 is 1.5

Finance

Global Finance

FEBRUARY 12, 2025

Without a tech-enabled approach, firms risk losing relevance and market share as these emerging generations assume greater financial power. Real-time access to financial data, performance metrics, and market insights not only improves transparency but also empowers clients to make informed decisions.

Compliance

E78 Partners

MAY 16, 2025

Aligning IT With the M&A Deal Thesis Every deal starts with an investment thesis – whether its about expanding capabilities, entering new markets, or unlocking operational efficiencies. Prioritizing user experience and operational efficiency is key while also ensuring business continuity across functions like finance, HR, and sales.

Mergers and Acquisitions (M&A)

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. Fundraising Costs : Budget for donor engagement, events, campaigns, and marketing to sustain and grow your funding. much better.

Nonprofit

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. Talent Disruption and Culture Clash: Employee turnover, role confusion, and resistance to change often follow poorly communicated or poorly executed transitions.

Mergers and Acquisitions (M&A)

Trade Credit & Liquidity Management

MAY 28, 2025

The fact is that face-to-face meetings have unique benefits that remote communications can’t fully replicate. A personal visit can differentiate your company from competitors who do not make the effort to visit and rely solely on email, phone, or virtual communication. Gain market intelligence.

Investments

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. This analysis and classification scheme will provide your company with the insight needed to drive marketing and sales strategies that provide the greatest profit potential.

Invoicing

CFO Thought Leader

DECEMBER 9, 2024

But then along came Jellyfish, a company whose big day in the public markets would likely be years away. Advocates for data-driven decision-making in resource allocation and project prioritization. At first glance, Jellyfish didnt fit Chengs established criteria for her next CFO position.

Leadership

The Charity CFO

FEBRUARY 12, 2025

According to Sheri’s research, organizations that can quantify and communicate how they’re changing lives are 68% more likely to win grants compared to those who only report on outputs (e.g. The number one factor predicting success in this area is the willingness and commitment of leadership to prioritize impact measurement.

Nonprofit

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO

Nerd's Eye View

MAY 26, 2025

One of the more intriguing challenges in advisor marketing is that the qualities that attract new clients aren't always the same ones that make long-term advisor-client relationships 'stick'. And with limited time and resources, advisors who want to grow can't afford to opt out of the marketing game.

Communication

Barry Ritholtz

MARCH 4, 2025

It’s really kind of fascinating ’cause if you remember back 20, 25 years ago, wall Street and the large investment banks and brokers were kind of accused of moving up market and abandoning that whole middle section and allowing private equity to get a a toehold there. And then I moved into debt capital markets for corporates.

Banking

CFO Strategic Partners

MAY 29, 2025

Why CFOs Must Act Now: Turning Tariff Disruption into Strategic Opportunity Insights from Acclarity Accredited to FP&A Subject Matter Expert: Marcus Fisher Global markets are entering a period of structural disruption—and finance leaders are on the front lines. They’ll emerge more agile, more competitive, and better positioned to lead.

Financial Planning and Analysis (FP&A)

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. Storytelling: Effectively communicating the organization’s mission and impact has been crucial in attracting both employees and volunteers.

Nonprofit

Embark With Us

MARCH 20, 2025

Market Conditions : Adapt to market conditions such as shifts in healthcare funding or economic downturns. Action Steps to Adjust Your Financial Plans: Reallocate resources based on updated financial data to prioritize patient care initiatives. Regulatory Changes : Stay compliant by adjusting to new healthcare regulations.

Healthcare

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

CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A)

Spreadym

SEPTEMBER 22, 2023

Effective communication in financial teams is crucial for making informed decisions and achieving organizational goals. However, several key mistakes can hinder effective communication in this context. Financial professionals should strive for clear and concise communication that everyone on the team can understand.

Communication

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations. Read More.

Communication

E78 Partners

JANUARY 5, 2024

For companies doing strategic M&A transactions in the mid and lower markets, integration planning and execution can be a drain on business continuity, and a demoralizing exercise for those involved. Often it is because they typically have poor communications practice or immature communication processes overall.

Marketing