Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations. Read More.

Communication 98

Communication Prioritization Securities Marketing 98

Strategic Treasurer

MAY 15, 2023

Episode 253 Prioritizing Payment Principles: A Dialog on Virtual Card in Context What point of emphasis for payments should a corporate payment professional focus on in 2023? They include how to prepare, what needs to be measured, how to communicate effectively, how to develop a team, and how to get the resources needed.

Prioritization 52

Prioritization Treasury Communication Securities 52

CSC Advisors

APRIL 10, 2025

With our straightforward approach, we prioritize clarity and communication at every step. By working with a trusted partner like Cornerstone Capital Advisors , you can feel confident in securing better terms and achieving lasting success. Plus, our team is always available to answer questions and provide support.

Restructuring 52

Restructuring Prioritization Communication Finance 52

E78 Partners

MAY 16, 2025

This integration includes combining software, hardware, cloud infrastructure, and workflows so the new organization can operate cohesively and securely. Why IT Integration Strategy Matters When two companies come together, they also bring distinct platforms, architectures, and security frameworks.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance Prioritization Securities 52

Global Finance

FEBRUARY 12, 2025

CRM systems also facilitate tailored communication and help identify client needs, leading to stronger client-manager relationships. Engagement on-and off-line Younger clients expect frequent communication, whether through real-time alerts, personalized notifications, or virtual meetings.

Compliance 52

Compliance Technology Communication Investments 52

Global Finance

APRIL 5, 2025

The GEM sectors wave of M&A was driven by the race for resource security. The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Nerd's Eye View

NOVEMBER 6, 2024

or "How do you define success, security, and a life well-lived?" These questions encourage clients to uncover important themes – such as business growth, building a legacy, or prioritizing simplicity and family time – that guide their decisions.

Planning 52

Planning Prioritization Securities Numbers 52

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 98

Prioritization Communication Planning Securities 98

Trade Credit & Liquidity Management

JUNE 10, 2025

For higher-risk opportunities that provide good margins, manage risk by using off-the-shelf alternatives such as guarantees or security agreements to reduce your exposure. Lastly, regularly communicate with your sales team to help divert sales efforts from accounts that present the lowest margins and highest risks.

Invoicing 52

Invoicing Sales Accounting Securities 52

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 52

Investments Communication Problem Solving Sales 52

PYMNTS

JUNE 23, 2017

The meeting brought together 40 leaders from more than 30 organizations to help identify and prioritize API use cases to be explored in the generation of the Playbook. Application Programming Interfaces (APIs) enable secure and controlled communications between software applications,” said the report. “As

Prioritization 74

Prioritization Communication Leadership Securities 74

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 98

Prioritization Practice Management Auditing Communication 98

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. Overlooked Technology Risks: Failing to assess and align IT systems early can lead to duplicative tools, data silos, and security vulnerabilities. eBay and Skype (2005) – $2.6

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. This guide should outline clear steps to take during financial crises, including emergency contacts, resource allocation, and communication strategies. This proactive measure not only rectifies past mistakes but streamlines future tax filings.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

CFO Talks

OCTOBER 31, 2024

Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth. Collaboration and open communication are also central to how I tackle difficulties. Finally, strong communication skills are indispensable.

CFO 97

CFO Leadership Communication Problem Solving 97

PYMNTS

JANUARY 11, 2021

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. Among the enterprise resource planning (ERP) systems with which TripActions Liquid now communicates are NetSuite, Microsoft Dynamics, Sage Intacct, SAP and Xero, according to the release.

B2B 55

B2B Securities SAP Invoicing 55

Global Finance

MARCH 3, 2025

The need to shift toward alternative energy sources has been reinforced by the move away from Russian gas and oil, which most countries see as a vital step toward securing long-term energy security. These included the Annual Meeting last May, in Yerevan, Armenia, of the European Bank for Reconstruction and Development (EBRD).

Finance 52

Finance Banking Investments Prioritization 52

CFO Network

MARCH 18, 2024

Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality. Effective Communication: Overcoming Barriers in Outsourcing Communication breakdowns pose another hurdle in outsourcing accounting services.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation.

Finance 98

Finance Economics Compliance Forecasting 98

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

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term.

IFRS 92

IFRS Accounting SAP Compliance 92

PYMNTS

JULY 17, 2020

“The Postal Service is developing a business plan to ensure that we will be financially stable and able to continue to provide reliable, affordable, safe and secure delivery of mail, packages and other communications to all Americans as a vital part of the nation’s critical infrastructure,” said Partenheimer.

Prioritization 78

Prioritization eCommerce Communication Planning 78

PYMNTS

OCTOBER 22, 2020

A major provider of financial technology to banks, Mitek Systems said its digital identity verification software will now incorporate near-field communication (NFC) technology as well. 22) that it will be incorporating NFC capabilities, which increase the speed and security of transactions, into its “identify verification workflow.”.

Technology 53

Technology Prioritization Securities Communication 53

CFO Plans

MAY 2, 2024

Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership. Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving.

Accounting 52

Accounting Problem Solving Communication Compliance 52

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0 To start, SECURE 2.0 To start, SECURE 2.0 Executive Summary.

Planning 130

Planning Auditing Investments Securities 130

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

PYMNTS

JANUARY 20, 2021

For the last nine months, many of us have been learning how to work remotely, communicate remotely, learn remotely, socialize remotely and more. As such, Elan has focused its development pipeline to prioritize and invest in technologies that allow customers to be more self-reliant.

Prioritization 71

Prioritization Communication Investments Accounting 71

The Charity CFO

JULY 2, 2024

They are quickly learning that outdated processes hinder an organization’s ability to reach its goals, connect with the community, and engage with donors. If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

CFO Strategic Partners

OCTOBER 21, 2021

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached out to CFO Strategic Partners for guidance. We ensured the accounting and finance team was communicated with throughout the transition. Our work was a success!

CFO 52

CFO Leadership Prioritization Education 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. Following 1.5

Financial Planning and Analysis (FP&A) 52

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

Spreadym

DECEMBER 1, 2023

This may involve presentations, discussions, and deliberations to secure the necessary approvals. Set Clear Guidelines: Clearly communicate budgeting guidelines, expectations, and timelines to all departments or team members involved in the process. Departments and teams start executing their plans according to the allocated resources.

Budgeting 59

Budgeting Communication Prioritization CFO 59

PYMNTS

MAY 5, 2020

Quevedo said it’s important — now more than ever — to open up lines of communication that extend across merchants, cardholders and financial institutions to prevent these kinds of disputes from ever making it into the system. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

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 Communication CFO Restructuring 40

PYMNTS

SEPTEMBER 22, 2016

While banks will use faster and real-time payment technology to maintain their competitive edge, the technology to mitigate risk and ensure security of these faster transactions needs to also keep up. You want to prioritize the $100 million transaction coming through to clear a trade, while still mitigating risk.”

Banking 75

Banking Compliance Prioritization Auditing 75

PYMNTS

JUNE 16, 2017

TeleSign , the world’s first end-to-end communications platform as a service, announced new iOS capabilities for its mobile app verification service, App Verify. TeleSign’s Fraud Report found that 64 percent of companies prioritize smooth and simple user registration and account verification over cyber security needs.

Prioritization 40

Prioritization Securities Communication Accounting 40

Jedox Finance

JULY 23, 2020

Inadequate prioritization of projects or lack of allocation to portfolios. In leading program management solutions, flexibly adaptable scoring systems can be used for project prioritization. This ensures traceability for project approvals and project prioritization. Lack of communication between stakeholders.

Prioritization 52

Prioritization Budgeting Communication Planning 52