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The Crucial Role of Transparent Communication in Finance

CFO Plans

In the ever-evolving financial services industry, maintaining transparent communication between boards and stakeholders is more crucial than ever. Explore Proven Communication Strategies that enhance financial transparency, offering actionable insights for leaders aiming to foster trust with investors and boards.

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After SVB, cash is once again king, ex-CFO says

CFO Dive

With steady CFO leadership now paramount, finance leaders should prioritize cash and keep open their lines of communication with shareholders and employees.

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Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting

Nerd's Eye View

In the 157th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can alleviate a prospect's anxiety by setting clear expectations for the introductory meeting – both in terms of logistics and emotional preparedness.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

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.

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Integration Lessons from 2024: Overcoming M&A Challenges to Drive Success

E78 Partners

Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Prioritize Critical Workstreams: focus pre-close planning activities, such as cultural alignment, change management preparation, and technology integration planning. Prioritize areas where possible via the integration process.

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Three Ways to Improve the Relationship Between Credit and Sales

Trade Credit & Liquidity Management

Open Lines of Communication and Understanding Calibrate Perceptions: Regularly assess how your department is perceived by sales, customers, and management. Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. This positions credit as a resource, not a roadblock.

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A 3-Meeting Framework To Vet And Establish Productive COI Relationships

Nerd's Eye View

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.