CFO News Room

DECEMBER 3, 2022

has accelerated plans to shift some of its production outside China, long the dominant country in the supply chain that built the world’s most valuable company, say people involved in the discussions. In recent weeks, Apple Inc. Turmoil at a place called iPhone City helped propel Apple’s shift.

Planning 100

Planning Technology Marketing Transportation 100

CFO Selections

FEBRUARY 13, 2023

As in any industry these days, technology utilization in nonprofit organizations is on the rise. Nonprofits are using technology to shape everything from how they communicate to how they fulfill their missions with greater efficiency and effectiveness than ever before.

Nonprofit 52

Nonprofit Technology Communication Finance 52

PYMNTS

DECEMBER 20, 2019

Apple is reportedly working on a project involving satellite technology to potentially be able to communicate with iPhones without the use of third-party equipment, according to reports. It could also potentially be that the new technology developed will be used to provide better location or map services.

Communication 52

Communication Budgeting Technology Numbers 52

Centage

AUGUST 10, 2022

Better business planning. Keep reading to discover the best practices for better business planning during times of economic upheaval along with tips on how to prepare for a return to normalcy. If you wait until the recession is upon you to start planning, you may well end up taking steps that damage your business over the long term.

Planning 98

Planning Budgeting Economics Forecasting 98

Collectiv

FEBRUARY 13, 2023

A potential recession is looming , many teams are still adjusting to a post-pandemic environment and technology is expanding at a rapid pace. In particular, it’s difficult to balance technology and talent when planning for future growth. Why is Balancing Technology and Talent Important? What About Intelligent Technology?

Technology 52

Technology Investments Construction Budgeting 52

Collectiv

FEBRUARY 13, 2023

A potential recession is looming , many teams are still adjusting to a post-pandemic environment and technology is expanding at a rapid pace. In particular, it’s difficult to balance technology and talent when planning for future growth. Why is Balancing Technology and Talent Important? What About Intelligent Technology?

Technology 52

Technology Investments Construction Budgeting 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

DECEMBER 14, 2016

In business, as in life, across all relationships, so much depends on good communication. In the business relationships that make up each link in a supply chain, communication is key in delivering goods and services on time, with clear parameters of who, what, where, when and how.

Communication 70

Communication Invoicing Manufacturing Compliance 70

Spreadym

JUNE 29, 2023

Revenue planning is the process of estimating and forecasting an organization's future revenue streams. It involves setting revenue targets, developing strategies to achieve those targets, and creating a plan to monitor and adjust the revenue-generating activities over a specific period, such as a fiscal year.

Planning 52

Planning Forecasting Benchmarking Communication 52

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 91

Communication Tax Planning Technology Planning 91

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Technology 130

Technology Planning Investments Leverage 130

Strategic Treasurer

MAY 23, 2022

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors. Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. June 15 | 11:00 AM EDT. Register Now. Wednesday, June 15, 2022.

Treasury 52

Treasury Technology Prioritization Budgeting 52

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 79

Communication Compliance Advertising Technology 79

Future CFO

JANUARY 3, 2021

What agility means here is how companies can respond to changes rapidly and ensure seamless communication as the external environment becomes more unpredictable and complex. It is obvious that the pandemic has forced companies to utilise digital technology to sustain their businesses. FutureCFO: How should CFOs plan for cloud adoption?

Planning 52

Planning CFO Communication Finance 52

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. They underestimate the level of effort for full people, process & technology integration, and often realize the problem too late.

Marketing 59

Marketing Communication Prioritization Planning 59

Jedox Finance

OCTOBER 8, 2020

In this blog, he explains why scenario planning is now more important than ever and, most importantly, what it can and can’t do. . To that end, clear and efficient scenario planning supports a deeper understanding of that process. The way you mitigate uncertainty is with planning, planning, and more planning.

Financial Planning and Analysis (FP&A) 75

Financial Planning and Analysis (FP&A) Planning Leverage Communication 75

PYMNTS

AUGUST 16, 2019

According to Danielle Sandoval, group product manager, invoicing and payments at construction management software company Procore Technologies, payment times can reach as high as 120 days in this industry, often linked to the sluggishness of paper invoice processing. Paper invoices are among the construction sector’s biggest challenges.

Construction 50

Construction Communication Invoicing B2B 50

VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. What is a Merger & Acquisition Integration Plan? Before the transaction documents are executed, having a post-merger M&A Integration Plan in place is imperative to define the steps, activities, and responsibilities of all parties. Key Elements of an Integration Plan.

Mergers and Acquisitions (M&A) 54

Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

PYMNTS

DECEMBER 1, 2020

Salesforce has inked a definitive agreement to buy Slack Technologies for an enterprise value of roughly $27.7 An acquisition could spell more competition for Microsoft, which owns a rival communication offering called Teams. billion based on the Monday (Nov. 1) announcement.

Planning 108

Planning Communication Marketing Technology 108

The Finance Weekly

APRIL 5, 2022

A big part of these changes is increased communication between technology teams and other business departments. However, one department seems to lag behind when it comes to communication procedures: the finance department. Of course having consistent and optimized processes is just as important as the right FP&A technology.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Jedox Finance

JULY 23, 2019

You do not have to be a data scientist to recognize the impact of technology on FP&A is and will continue to be significant. One of the biggest challenges of automation (Robotic Process Automation) and artificial intelligence/machine learning technologies is our current mindset. Exploring the technology opportunities in FP&A.

Technology 52

Technology Financial Modeling Forecasting Planning 52

The Charity CFO

APRIL 2, 2024

You should aim to work with an accountant who has the experience to provide expertise and financial planning for your organization. Strong Communication and Accessibility Your nonprofit accountant can only provide expert advice and accurate reporting if you can easily get in touch with them. Contact us today !

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

ProCFO Partners

SEPTEMBER 24, 2021

Shifting ideas and ideals are impacting your ability to plan for next year and beyond. How does our team feel maybe wasn’t always among the top questions when planning for the next year. Planning Ahead. Instead of sitting down in the fall to help organizations plan out next year, we at ProCFO Partners are thinking farther out.

Planning 69

Planning Transportation Leadership CFO 69

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 73

Prioritization Communication Numbers Planning 73

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 79

Leverage Leadership Communication Planning 79

CFO News Room

JANUARY 24, 2023

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Jennifer Climo.

Practice Management 130

Practice Management Planning Communication Leverage 130

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 79

Compliance Communication Technology Planning 79

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

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

Future CFO

FEBRUARY 9, 2023

Stakeholders can utilise the data to assess business performance and plan. Finance leaders need to adopt new technological advancements to streamline financial planning and analysis, reporting and finance operation process.” The purpose is to guarantee the timeliness and accuracy of reports, analyses, and evaluations. “The

Finance 96

Finance Leadership Communication Strategic Planning 96

Future CFO

AUGUST 13, 2023

Lim Swee Keng : Enterprise Planning and Budgeting Cloud-based solution, it provides a unified driver-based planning and budgeting solution. Financial plans and budgets can now be refreshed efficiently driven by changes to business plan assumptions or drivers.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Budgeting Accounts Payable 98

Bramasol

JANUARY 2, 2024

However, implementing digital transformation projects is not as simple as adopting new technology. It involves planning, implementing, and monitoring changes systematically, aiming to minimize resistance and maximize the benefits of change. Faster Adoption: Change management accelerates the adoption of new technologies and processes.

SAP 52

SAP Communication Planning Technology 52

PYMNTS

JUNE 26, 2019

Children and childcare expenses can often force divorced parents to stay in communication with each other when would rather not, sometimes resulting in uncomfortable exchanges and disputes over who owes what. Child-related expenses must be addressed despite former partners’ communication barriers, however. Expansion Plans.

Technology 41

Technology Communication Budgeting Planning 41

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

CFO Talks

MARCH 19, 2024

By distilling these goals into a concise list and communicating them consistently—whether in formal presentations or casual discussions—the CFO ensures everyone understands and aligns with the finance department’s direction. This might involve enhancing digital finance capabilities or adopting sustainable business practices.

CFO 52

CFO Communication Finance Budgeting 52