E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. Technology and System Integration: Merging IT infrastructures , unifying data, and strengthening cybersecurity. Champion communications, culture and change management initiatives.

Leadership 52

Leadership Communication Prioritization Compliance 52

E78 Partners

JUNE 12, 2025

Firms that prioritize this from the outset build more resilient, scalable operations. Key initiatives include: Technology Expense Management: Sponsors identify and reduce unnecessary spend across legacy platforms, overlapping software, and unmanaged IT contracts.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

The Charity CFO

AUGUST 21, 2024

Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors. Bridging this communication gap can help your organization ensure every dollar raised is used effectively.

Communication 52

Communication Accounting Nonprofit Budgeting 52

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. Administrative Costs : Operational essentials such as technology, office supplies, and HR fall into this category. much better.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization 52

Prioritization Risk Management Leadership Communication 52

CFO Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

CFO 52

CFO Leadership Problem Solving Communication 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Bramasol

FEBRUARY 18, 2025

In addition to being a cultural fit with our core values, we always look for consultants who are much more than just technical experts; they also need to be strategic thinkers, effective communicators, and problem solvers. Ultimately, our job is to help clients achieve their business goals rather than just move to new technology solutions!

SAP 61

SAP Problem Solving Communication Accounting Standards 61

CFO Talks

NOVEMBER 7, 2024

Members’ Profile: Yvonne Dias In this edition of CFO Club Africa’s Members Spotlight, we are introducing Yvonne Dias, the Group CFO at MINT Management Technologies. This recognition was not only a testament to my dedication and hard work but also an acknowledgment of the strides we are making in empowering women in technology.

CFO 52

CFO Leadership Communication Finance 52

Global Finance

FEBRUARY 12, 2025

They value transparency, ease of use, and personalization, putting pressure on asset managers to adopt new technologies and pivot from traditional relationship models. Tech creates sticky customers for asset managers To address these challenges, asset and wealth managers are leaning heavily on technology.

Compliance 52

Compliance Technology Communication Investments 52

Nerd's Eye View

DECEMBER 3, 2024

In this episode, we talk in-depth about why Eric focuses on just 2 to 3 planning priorities at a time with clients (rather than addressing the full scope of their financial planning needs) to increase the chances that the clients will actually follow through on implementing them (given their hectic lives), how Eric starts planning engagements by having (..)

Planning 52

Planning Prioritization Communication Leverage 52

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. How Many Mergers and Acquisitions Fail?

Mergers and Acquisitions (M&A) 52

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

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. Mitek, a top developer of digital identity verification and mobile check deposit technology, announced on Thursday (Oct.

Technology 53

Technology Prioritization Securities Communication 53

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 Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO 52

CFO Prioritization Leadership Communication 52

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Prioritization 98

Prioritization Valuation Communication Planning 98

E78 Partners

MAY 13, 2024

One area where significant efficiency gains can be realized is in IT operations, specifically through consolidating IT vendors and establishing a common technology stack. However, a common technology stack allows new acquisitions to integrate quickly and smoothly.

Technology 59

Technology Healthcare Compliance Prioritization 59

Nerd's Eye View

MARCH 29, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than (..)

Prioritization 97

Prioritization Communication Numbers Planning 97

E78 Partners

MAY 16, 2025

In mergers and acquisitions , technology can be a powerful enabler – or a hidden barrier that slows value realization. IT system integration is the process of unifying technology infrastructures, platforms, and data environments after a merger or acquisition. How should technology evolve to support growth?

Mergers and Acquisitions (M&A) 52

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

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field. billion by 2025, up from $74.4

B2B 87

B2B Prioritization Compliance Budgeting 87

Strategic Treasurer

MAY 23, 2022

Treasury Technology Implementation 101: Creating a Win-Win for Clients and Vendors. But then technology implementation turns out to be the best example of Murphy’s Law: There’s more customization than you thought. How to ensure good communication between vendors and clients post-implementation. June 15 | 11:00 AM EDT.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

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

Fpanda Club

FEBRUARY 15, 2021

Moreover, dealing with data and technologies within finance function gives them an opportunity to become digital leaders and contribute to spreading digitalization enterprise-wide facilitating communication between IT and business.

Finance 130

Finance CFO Prioritization Budgeting 130

Global Finance

APRIL 5, 2025

The top three sectors when it comes to dealmaking, according to McKinsey, are global energy and materials (GEM); telecom, media, and technology (TMT); and financial services. The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. billion (about $2.7

Mergers and Acquisitions (M&A) 52

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

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

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 The question remains.

Prioritization 74

Prioritization Communication Leadership Securities 74

PYMNTS

AUGUST 13, 2020

This includes clear lines of communication with employees as they’re furloughed, laid off and re-hired amid reopenings. For those enjoying a burst of sales, it similarly illuminated the need for technologies to help employers and their employees keep pace with changing customer demands as a result of the pandemic.

Retail 111

Retail Prioritization Compliance Communication 111

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Organizations need to do better.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

The Finance Weekly

SEPTEMBER 22, 2022

3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. Whether it be due to organizational changes inside the company, market trends, or changing technology, finance needs to stay ahead of the game.

Forecasting 98

Forecasting Prioritization Finance Planning 98

CFO News Room

DECEMBER 31, 2022

Many companies have invested in tools such as desktop monitoring, video surveillance, and even biometric monitors in an effort to keep workers from breaking rules, and yet the authors’ research suggests that these technologies can actually increase harmful workplace behaviors. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Under the stress of economic uncertainty, it’s more important than ever to keep an open dialogue.

Budgeting 130

Budgeting Marketing Math Advertising 130

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. A policy-driven process is necessary to prioritize contacts and determine the best approach for each customer.

Invoicing 52

Invoicing Sales Accounting Securities 52

E78 Partners

JANUARY 5, 2024

They underestimate the level of effort for full people, process & technology integration, and often realize the problem too late. Often it is because they typically have poor communications practice or immature communication processes overall. Mitigation Best Practices: Confirm integration scope as part of deal thesis (e.g.,

Marketing 59

Marketing Communication Prioritization Planning 59

PYMNTS

NOVEMBER 19, 2020

“In creating Echo Frames, we had a vision at Amazon to invent a product that would empower customers to stay connected with the world and provide access to communication, information, and entertainment no matter where they are,” said Amazon Echo Frames Director Jean Wang. . “We

Prioritization 67

Prioritization Entertainment Communication Technology 67

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. Storytelling: Effectively communicating the organization’s mission and impact has been crucial in attracting both employees and volunteers.

Nonprofit 52

Nonprofit Leadership Performance Measuring CFO 52