CFO Thought Leader

APRIL 11, 2023

Read More Unlike many of his Lehman colleagues, Chrnelich was able to find a silver lining in Wall Street’s economic turmoil—in his case, this took the form of employment as CFO of a technology business created by NYSE to serve Wall Street clients. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52

CFO Communication Numbers Finance 52

Future CFO

FEBRUARY 10, 2020

While the number of confirmed Coronavirus case and death toll are on the rise, more companies require their employees to work from home or remotely. According to SAP Concur , there are three areas in which technology can help businesses keep their employee safe, no matter where they are located or how their travel was booked.

Technology 40

Technology SAP Communication Securities 40

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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 87

Communication Tax Planning Technology Planning 87

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 75

Communication Compliance Advertising Technology 75

Nerd's Eye View

MAY 6, 2024

Welcome to the May 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 61

Communication Planning Technology Numbers 61

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Prioritization 69

Prioritization Communication Numbers Planning 69

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Valuation 81

Valuation Communication Securities Planning 81

PYMNTS

MAY 31, 2019

As a result, the company can architect all the elements of its operation from technology to process and its people from the ground up with insight from the current day. In the future, the company aims to provide more space as well as amenities and technology, among other plans. The Market.

Technology 63

Technology Advertising Communication Marketing 63

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so.

Compliance 75

Compliance Communication Technology Planning 75

PYMNTS

JUNE 15, 2018

As cars and trucks become “smarter” (deeper connections to the web, improved self-driving capabilities), the technology required to keep those vehicles connected to the digital world is becoming more important. Besides Toyota, other carmakers are forming partnerships around connected platform technology.

Technology 49

Technology Forecasting Communication Manufacturing 49

PYMNTS

DECEMBER 3, 2018

In addition, Trinity Technology has reportedly received an operational license for mobile money in South Sudan , and Thailand’s Bangkok Bank (BBL) is predicting that 90 percent of transactions will be completed by mobile apps over the next three years. . Welcome to The Axis, your late look at payments news from around the world.

Technology 46

Technology Communication Forecasting Banking 46

Future CFO

MAY 1, 2024

Giselle Arellano-Geronimo A controller, for Geronimo, also has the privilege to make a story out of the numbers and convert the results of the financials into actionable business decisions and strategies that help shape the business. “A It’s always a challenge when you start to implement a new technology,” Ramon concedes.

Leadership 98

Leadership IFRS Finance Communication 98

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Leverage 75

Leverage Leadership Communication Planning 75

Future CFO

DECEMBER 10, 2023

When it comes to real generative AI use cases, the number of enterprises that are in the experimentation and expansion stages jumped from 62% to 71% between July and September 2023, said Forrester recently. That percentage growth represents one of the fastest mass adoption rates of a new technology in the enterprise, the firm noted.

Communication 52

Communication Technology Securities Investments 52

Fpanda Club

MARCH 27, 2023

So, what is so special about the FP&A role that it attracts that much attention and has almost become a buzzword within the finance community? But first, it should be probably mentioned what FP&A is not about: IT’S NOT ABOUT NUMBERS, REPORTING OR CODING. Well, there are many reasons for that.

Finance 130

Finance Auditing Compliance CFO 130

Future CFO

NOVEMBER 21, 2022

“Today, the modern finance organisations are expected to demonstrate four key traits: to be great collaborators, excellent communicators, connect the business and bring clarity to uncertainty.” Chris Ortega : Businesses have become more globalised with technology playing a major role in changing the way we operate. Chris Ortega.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Communication Budgeting 98

CFO News Room

NOVEMBER 4, 2022

On Friday, Cowen downgraded the communication tools company to market perform from outperform, citing deteriorating macro trends. Elsewhere, Crowdstrike was down 9.2%, ZoomInfo Technologies lost 10.2%, Bill.com dropped 10.3%, ServiceNow lost 6.9%, and Datadog slid 6.7%. Net sales rose 3.35 billion and Global same-store sales rose 7%.

Profit and Loss 130

Profit and Loss Forecasting Economics Sales 130

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Information Technology Auditor .

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Finance Weekly

APRIL 13, 2022

Although the immediate reaction is to forget about taxes until the end of the year- specifically now when the process and numbers are fresh in everyone’s mind is the best time to boost productivity, evaluate the process, and find ways for the finance team and company to improve. 4) Increase Communication. 2) Embrace Automation.

Communication 52

Communication Practice Management Budgeting Forecasting 52

PYMNTS

JULY 19, 2017

Facilitating this communication and cooperation is the digitization of many of these processes. I would say from a travel booking standpoint, most large corporates have some type of online booking technology in place for their travelers. The real question is that the traveler’s adoption level of that is.”.

Numbers 43

Numbers Communication Compliance Investments 43

PYMNTS

SEPTEMBER 16, 2020

Nuance Communications , through a partnership with Microsoft , is aiming to gather medical patient data through artificial intelligence (AI) to give doctors more time to focus on patient care, according to a press release.

Healthcare 79

Healthcare Communication Numbers Technology 79

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Following the sale Truphone’s new owners will focus on expanding the business’ compliance solutions as well as its eSIM technology.

Corporate Finance 81

Corporate Finance Sales Finance Restructuring 81

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

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

Spreadym

NOVEMBER 8, 2023

Communication: Effective communication is essential, both in terms of sharing information and collaborating on the budget, as well as in reporting on budget performance throughout the year. This flexibility helps organizations remain competitive and responsive to evolving business environments.

Budgeting 59

Budgeting Communication Strategic Planning Analyzing Data 59

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. Communication can be a proactive strategy, affirmed Jankowski.

Communication 82

Communication eCommerce Education Forecasting 82

The Charity CFO

MARCH 22, 2024

Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Once you have a data technology and a data governance plan in place, make sure to invest in staff and volunteer training on the programs and policies.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 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!

Compliance 65

Compliance Communication Startups Technology 65

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

CFO Leadership

APRIL 5, 2023

Considerations around the organization’s talent strategy are especially important today in light of recent layoffs occurring in several industries, including technology. In Taiwan, a worsening technology talent shortage is driving the adoption of automation and advanced manufacturing technologies among semiconductor manufacturers.

Leadership 105

Leadership Manufacturing CFO Construction 105

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 78

Prioritization Auditing Practice Management Communication 78

Strategic Treasurer

NOVEMBER 28, 2022

This fluctuates based on a number of factors. Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. Episode 229. Related Resources.

Treasury 52

Treasury B2B Communication Technology 52

PYMNTS

MARCH 23, 2020

KRAsia reports that in Singapore, a temperature-taking tool, underpinned by artificial intelligence (AI) — called iThermo — has utilized thermal and laser technology to take the temperature of people as they walk past the tool. As Jessica Rosenworcel of the Federal Communications Commission told CNBC about current capacity.

Economics 139

Economics Communication eCommerce Securities 139

CFO Talks

FEBRUARY 18, 2024

Long-term measures could involve implementing process improvements, adopting new technologies, or restructuring the organisation to optimise efficiency. Communicating cost reduction measures to stakeholders Effective communication is key when implementing cost reduction measures in a company.

Communication 52

Communication CFO Restructuring Sales 52

PYMNTS

FEBRUARY 17, 2020

With some analysts projecting a trillion IoT-enabled devices to be in use around the world by 2035, defending the IoT ecosystem is becoming more crucial as emerging technologies spread across business sectors and spark the development of smarter cities, homes and automobiles. Across the Intelligence of Things (IoT) Space. About The Tracker

Pharmaceutical 99

Pharmaceutical Healthcare Transportation Securities 99

The Finance Weekly

JANUARY 18, 2024

“I need people who are focused on looking forward rather than backward, who are ready to adopt new technologies, and who want to produce insights that help the organization.” Constantly Accommodating your Communication Style A good CFO must be able to communicate in a variety of ways depending on who he or she is speaking with.

CFO 52

CFO Communication Leadership Concentration 52

CFO Thought Leader

APRIL 16, 2024

It was here, amidst the skyscrapers of Manhattan, that he began to embrace the complexity of technology companies and their menu of projects involving IPOs, mergers, and acquisitions. Cultivate strong communication skills, foster collaboration across teams, and always prioritize integrity in decision-making.

CFO 52

CFO Auditing Compliance Prioritization 52