Nerd's Eye View

AUGUST 5, 2025

What's unique about Michelle, though, is how her firm has grown to $2 billion of AUM entirely organically and has achieved a greater than 99% client retention rate, in part by setting high standards for client service (and sticking to them over time).

Prioritization

CFO Talks

FEBRUARY 10, 2025

Navigating Business Transitions: Communication is Key Change is inevitable, especially in todays fast-evolving business landscape. Proactive communication and transparency. When everything feels overwhelming, leaders need to prioritize whats truly important. Communicate constantlytransparency is crucial during change.

Leadership

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2 FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization

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

Nerd's Eye View

DECEMBER 3, 2024

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Planning

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning.

CFO

CSC Advisors

APRIL 10, 2025

With a manageable repayment plan, businesses can reinvest in their operations, avoid cash shortages, and set the stage for sustainable growth. With our straightforward approach, we prioritize clarity and communication at every step. Long-Term Financial Benefits Beyond immediate relief, refinancing promotes stability.

Restructuring

Nerd's Eye View

APRIL 14, 2025

In this article, Tiffany Charles, Chief Growth Officer at Destiny Capital, and Kitces.com Senior Financial Planning Nerd Sydney Squires offer a thoughtful framework for approaching COI relationship development with greater intentionality. The first meeting is focused on building rapport and conducting an initial assessment.

Prioritization

E78 Partners

MARCH 21, 2025

A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes. Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning.

Leadership

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors.

Investments

E78 Partners

JUNE 12, 2025

Firms that prioritize this from the outset build more resilient, scalable operations. From diligence and Day One planning through ongoing value creation and exit preparation, we deliver both strategic guidance and execution support to help portfolio companies grow profitably.

Prioritization

E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. They go beyond the strategic headline and focus on execution, evaluating how well the target fits, how quickly they can integrate it, and how effectively it supports the value creation plan. But not all synergies carry equal weight.

Mergers and Acquisitions (M&A)

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. Then I will look at emails and plan so by 8am the day is ready to go. Finally, collaboration is key to creating win-win situations.

CFO

KG Virtual CFO

JULY 21, 2025

Addressing these issues requires proactive monitoring and flexible planning to smooth out peaks and troughs, paving the way to sustainable stability. Net 30 or Net 15) and communicate them prominently. These practices boost collection rates and ensure steady cash inflow, which supports operational planning and investment decisions.

Cash Flow Forecasting

CFO Talks

JANUARY 22, 2025

Final planning for the day ahead. Prioritize and start again. Focus on D-Dates, making important financial and other information available on time. Lead your department / company by example. I get up most mornings between 4:00 and 5:00, I am an early bird but push though from 22:00 to 23:00. What sparked your interest in finance?

CFO

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. billion (about $2.7 Lyndsey Zhang Healthcare: J.P. Morgan J.P.

Mergers and Acquisitions (M&A)

E78 Partners

MAY 16, 2025

Without a well-defined integration plan, companies risk duplicative systems, misaligned reporting structures, and fragmentation that slows value realization. Whether you’re integrating cloud platforms, data centers, or hybrid environments, a clear plan is required to consolidate networks while maintaining uptime and security.

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. Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. much better. Forget about the numbers for a second.

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. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

CFO Plans

MARCH 24, 2025

Discover How CFO Plans Can Transform Your Financial Operations Transformative Business Financial Assurance Imagine a world where your financial advisors are not just service providers but proactive partners in your business journey. Are they meeting expectations, or is it time to explore the benefits of Guaranteed Service Delivery?

CFO

CFO Talks

DECEMBER 12, 2024

I visualize, do my gratitude routine and do planning during my run. Communication, conflict management, time management, attention to detail. My power hour – praying, affirmations, breathing, journaling while having a cup of ginger tea. Then my morning run of between 7km to 10km 5 days a week. Soft skills. Leadership skills.

Leadership

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. Communicate goals to the department at the beginning of the month. Plan for the month ahead. Have a cash goal for the department and each collector.

Invoicing

The Charity CFO

JANUARY 8, 2025

As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. The strategic plan helps the organization focus on its unique strengths and strategic advantages, particularly in legal expertise.

Leadership

CFO Talks

NOVEMBER 20, 2024

With fewer distractions and a refreshed mind, those early hours are perfect for planning, working on goals, or even getting in some exercise. I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. Waking up at 5 a.m.

CFO

Nerd's Eye View

MAY 26, 2025

In other words, while current clients may value certain advisor traits over time, new prospects – who are often still exploring their options – may prioritize something entirely different. Perhaps unsurprisingly, those who are thinking of leaving their current advisor place particular value on the prospective advisory firm team.

Communication

Embark With Us

MARCH 12, 2025

Communication is the lifeblood of any post-merger integration and ensures everyone, from frontline clinical staff to administrative personnel and patients, stays informed and engaged throughout the process. Early and Transparent Communication of the Integration Plan Don’t be shy about the merger and pending integration.

Communication

CFO Plans

APRIL 14, 2025

Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements. Learn how to craft an effective Tax Compliance Recovery Plan with expert guidance.

Auditing

Trade Credit & Liquidity Management

JULY 8, 2025

Even with visible participants, the two-way flow of communication is often more difficult to manage. Tactics: Begin with Housekeeping Rules : Communicate logistical details such as the session start and end times, breaks, and if presenting face-to-tace, the location of restrooms. Include extra time for questions or discussion.

Communication

CFO Strategic Partners

MAY 29, 2025

Gartner reports that most CFOs plan to pass through 73% of tariff-related cost increases to customers, while 15% expect to share more than half the burden with supply partners—underscoring the difficult decisions and financial strain these policies create. They’ll emerge more agile, more competitive, and better positioned to lead.

Financial Planning and Analysis (FP&A)

Barry Ritholtz

MARCH 4, 2025

What was the original plan? And I, and I would love to tell people I had a grand plan. I didn’t really have a grand plan, but my policy degree was at University of Chicago. Melissa Smith : ] So again, did not have a grand plan at the time that I was in policy school at Chicago. Melissa Smith : Absolutely.

Banking

The Charity CFO

DECEMBER 11, 2024

This approach recognizes that the traditional either/or mentality of prioritizing work over personal life (or vice versa) is outdated and ineffective. Co-creation and Collaboration: Involving team members in strategic planning and decision-making processes helps tap into diverse perspectives and innovative ideas.

Nonprofit

Embark With Us

MARCH 20, 2025

Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Adjust Financial Plans, as Needed Financial plans should also be flexible to adapt to the ever-changing healthcare landscape. And that’s the brass ring for every M&A transaction.

Healthcare

CFO Strategic Partners

APRIL 14, 2025

As you make plans for the coming year, your business may be anticipating: New Leadership A Merger or Acquistion New Growth Initiatives New Technology + Systems AI Developments Changing Skill Needs The key is developing a culture that embraces growth, while remaining grounded in tangible initiatives that keep team members engaged.

Leadership

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

Nerd's Eye View

DECEMBER 20, 2023

After a financial advisor and their client have agreed on a financial plan, there are usually a lot of good feelings going around. The causes of the client's worries have been identified, there's agreement on the steps that will get the client to where they want to be, and all that's left is to take action to implement the plan.

Prioritization

VCFO

JUNE 19, 2023

Prioritizing People in Manufacturing – Why it Matters? While it’s unlikely that one could find an executive that disagrees with this sentiment, manufacturing entities nonetheless often operate in isolated silos with inadequate communication and interaction between the production units and the corporate team. Teams, Slack, etc.),

Prioritization