CFO Talks

MARCH 13, 2024

Today’s CEOs expect their CFOs to be strategic visionaries, business partners, effective communicators, and creators of value. Prioritize Face-to-Face Interactions While it might be tempting to dive into paperwork and financial reports, prioritize face-to-face interactions.

Prioritization 40

Prioritization CFO Communication Restructuring 40

PYMNTS

APRIL 17, 2020

According to the press release, “The Board is providing the temporary change to allow banks to make PPP loans to a broad range of small businesses within their communities. The Board said the rule change “is effective immediately and will be in place while the PPP is active.”.

Communication 65

Communication Prioritization Banking Numbers 65

E78 Partners

JANUARY 5, 2024

Often it is because they typically have poor communications practice or immature communication processes overall. Adverse side effects: Lack of preparation for Day 1 communications, often preparing only the bare minimum and leaving many questions from employees, customers, and suppliers unanswered or vague. Ongoing “what about?”

Marketing 59

Marketing Communication Prioritization Planning 59

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

CFO News Room

DECEMBER 6, 2022

Charter Communications – Charter Communications fell 5% after analysts at Citi added a negative catalyst watch to the company heading into its analyst day. Textron – Shares of Textron jumped 6% after the company won a U.S. Army contract that could be worth $70 billion to provide next-generation helicopters.

Communication 130

Communication Prioritization Valuation Advertising 130

PYMNTS

APRIL 12, 2019

The White House and the Federal Communications Commission (FCC) have announced they will prioritize 5G to make sure America is at the forefront of pushing out the new technology. billion to bring broadband to rural communities. Also, they announced a plan to spend $20.4

Prioritization 47

Prioritization Communication Startups Technology 47

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

OCTOBER 5, 2023

Such optimization can serve as the backbone of an advisor's value proposition, providing a bottom-line analysis that communicates why those (not insubstantial) fees are worthwhile at the end of the day. taking a sabbatical, using a reverse mortgage to fund a dream goal, transitioning their work/life balance).

Prioritization 87

Prioritization Communication Planning Securities 87

CFO Thought Leader

NOVEMBER 24, 2023

CFO Rodrigo Brumana reflects on his initial days as a CFO, emphasizing the importance of team communication and organizational structure. He candidly admitted that he should have prioritized identifying and solving infrastructure issues, especially in finance and accounting.

CFO 52

CFO Prioritization Leadership Communication 52

The Finance Weekly

DECEMBER 5, 2023

The , CFO and finance team must enhance skills in data, analytics, and human aspects like influence, communication, relationship-building, and self-leadership. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

MAY 22, 2020

The idea, according to Sandberg, came about because small businesses are the “heartbeat of our communities” and the company wanted to offer assistance to companies to help with anything a business needed including rent, operations, communications and more. The grants were available for up to 30,000 small businesses.

Prioritization 52

Prioritization Communication 52

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

The Charity CFO

APRIL 22, 2024

You can do this by promoting open communication and transparency throughout your nonprofit. In addition to communication, you can help reduce burnout by prioritizing employee wellness and mental health. Your staff should feel confident that they can rely on other team members to help one another succeed.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Nerd's Eye View

FEBRUARY 28, 2024

The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals. Notably, such reflection questions aren't meant to tell the prospect which issue is more important, but rather, are meant to help the prospect identify their own reasons for how they should prioritize their goals.

Planning 87

Planning Prioritization Education Communication 87

CFO Share

APRIL 3, 2024

The ideal candidate will possess: Experience with your software Excellent communication skills The courage to ask questions, not assume answers Meticulous attention to detail Rigorous and disciplined work ethic Experience with Your Accounting Software Your bookkeeper should have experience with the accounting software your business uses.

Communication 52

Communication Prioritization Accounting Standards Financial Reporting 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Regular communication with donors is imperative to support the efforts toward individual giving. The most successful events prioritize engagement and relationship-building.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

E78 Partners

JANUARY 5, 2024

Maintain Open Communications: Prioritize communication between all parties, including new owners, portfolio company management, audit teams, and other third-party service providers.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO Thought Leader

APRIL 16, 2024

Cultivate strong communication skills, foster collaboration across teams, and always prioritize integrity in decision-making. For me, joining Anomali was simply a matter of checking the boxes on all three of those fronts. jb “As you step into the CFO role, remember to balance strategic vision with attention to detail.

CFO 52

CFO Auditing Prioritization Compliance 52

Nerd's Eye View

JANUARY 22, 2024

Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

Prioritization 76

Prioritization Risk Management Communication Finance 76

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Tailoring communications and incentives to motivate allyship, for example, by recognizing and giving visibility to allies on internal platforms and company websites.

Prioritization 130

Prioritization Auditing Education Communication 130

Spreadym

DECEMBER 1, 2023

Set Clear Guidelines: Clearly communicate budgeting guidelines, expectations, and timelines to all departments or team members involved in the process. Encourage Collaboration: Foster communication and collaboration between departments or teams involved in budgeting to align goals and share information efficiently.

Budgeting 59

Budgeting Prioritization Communication CFO 59

Spreadym

AUGUST 15, 2023

Mindful Spending: It encourages mindful and intentional spending by prioritizing expenses that align with a person's values and goals. Open Communication: If you share financial responsibilities with a partner or family members, open and honest communication is vital to maintain a stress-free budgeting process.

Budgeting 52

Budgeting Prioritization Communication Entertainment 52

The Finance Weekly

DECEMBER 22, 2022

Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

APRIL 7, 2023

Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)

Prioritization 81

Prioritization Auditing Practice Management Communication 81

Spreadym

JULY 6, 2023

This includes establishing alternate work locations, data backups and recovery plans, communication protocols, and guidelines for resuming normal operations. It includes analyzing the likelihood and impact of various risks and prioritizing them based on their severity.

Planning 52

Planning Prioritization Compliance Communication 52

Nerd's Eye View

JULY 27, 2023

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards consider how advisory firm owners might approach building internal structures in their firm so that they can eventually step away from an active role and rely on others to sustain the firm's viability.

Prioritization 73

Prioritization Communication Planning 73

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. How to ensure good communication between vendors and clients post-implementation. Learn how to ensure good communication between vendors and clients post-implementation.

Treasury 52

Treasury Technology Prioritization Budgeting 52

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape.

IFRS 89

IFRS Accounting SAP Compliance 89

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 facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO News Room

DECEMBER 31, 2022

We saw renewed interest in fighting for a workplace that prioritizes wellbeing and transparency, and that takes a concerted, nuanced approach to addressing the systemic inequities that continue to hold our organizations back. Summer: Combat Inequity. By the summer, Quiet Quitting was trending on TikTok.

Prioritization 130

Prioritization Leadership Communication Planning 130

PYMNTS

OCTOBER 28, 2020

A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). These large investments by FIs in new technologies are mere drops in the bucket compared to FinTechs’ investments, however.

B2B 87

B2B Prioritization Compliance Budgeting 87

CFO News Room

DECEMBER 16, 2022

In our study, four of five individuals want to stay longer and refer friends when they feel management communicates expectations clearly. Effective communication, though, poses a challenge for many organizations with older workers in frontline roles. Build community and camaraderie. He trusts my opinion, which means a lot.”.

Leadership 100

Leadership Communication Prioritization Transportation 100

The Charity CFO

JULY 31, 2023

Open communication within the organization guarantees that conflicts are managed appropriately, helping to uphold the nonprofit’s mission and maintain the confidence of donors, beneficiaries, and the public. The board of directors plays a crucial role in managing conflicts of interest within a nonprofit organization.

Nonprofit 52

Nonprofit Prioritization Compliance Accounting 52

Collectiv

NOVEMBER 7, 2022

If you do take this step, though, you’ll need to communicate with your team and set boundaries to maintain the level of work-life balance you’re aiming for. Use active communication as an alternative to “quiet quitting.”. Instead, it’s important to actively communicate work boundaries with your team.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

Collectiv

NOVEMBER 7, 2022

If you do take this step, though, you’ll need to communicate with your team and set boundaries to maintain the level of work-life balance you’re aiming for. Use active communication as an alternative to “quiet quitting.”. Instead, it’s important to actively communicate work boundaries with your team.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Communication Prioritization 52

PYMNTS

DECEMBER 14, 2020

People want the ability for the information to be communicated in a relevant fashion, as opposed to just a data dump of content long form, which is what a lot of times you find in those online environments,” Dicso said. Then as they go through the journey, communicate the benefits you’re getting and how to get more value.

Banking 116

Banking Communication Prioritization Leverage 116