Nerd's Eye View

FEBRUARY 6, 2025

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.

Communication 78

Communication Prioritization Sales 78

CFO Talks

APRIL 22, 2025

They pull in risk managers, ops teams, sales leaders, and procurement to build a rounded, interconnected view. This approach also helps when communicating to boards: Yes, our base case shows R200m EBITDA, but the risk-adjusted forecast suggests R165m once weighted for likely disruptions. They prioritise materiality.

Forecasting 52

Forecasting CFO Leadership Concentration 52

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO Talks

APRIL 8, 2025

While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight. The ability to simplify complex ideas and communicate them clearly across diverse teams is no longer a soft skill; its a critical leadership function.

Communication 52

Communication CFO Leadership Numbers 52

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. Some programs emphasize technical expertise, while others focus on communication skills needed to engage effectively with clients.

Problem Solving 59

Problem Solving Communication Planning Education 59

CFO Talks

JUNE 12, 2025

Communicating the Strategy with Consistency Recovering from financial difficulty is not only a technical process. Staff may feel anxious about job security, stakeholders may have lost confidence, and the broader business community may be sceptical about the company’s future. Communication must be clear, frequent, and meaningful.

CFO 52

CFO Profit and Loss Leadership Communication 52

CFO Talks

NOVEMBER 21, 2024

The Results Revenue Growth : Woolworths gained access to a wider customer base while Engen saw increased foot traffic and fuel sales. Trust and Communication : Regular dialogue and shared KPIs kept the partnership on track. Together, they created a unique shopping experience for on-the-go consumers.

Leverage 96

Leverage Communication CFO Retail 96

CFO Talks

NOVEMBER 27, 2024

For example, what happens if sales drop 10%, 20%, or 50%? If you’re uncertain about future sales, you could delay large investments until more information is available. If you’re uncertain about future sales, you could delay large investments until more information is available. What’s your plan in each case?

CFO 52

CFO Budgeting Forecasting Communication 52

CFO Talks

OCTOBER 28, 2024

Create a Safe Environment for Open Communication In XYZ Corporation’s case, it took a whistleblower to expose the unethical practices. Regularly communicate the importance of these channels, so employees know they’re there and feel safe using them. Lead by example in everyday actions, showing that integrity is non-negotiable.

Leadership 97

Leadership Communication CFO Auditing 97

CFO Talks

NOVEMBER 25, 2024

Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients. Communicate transparently about the rationale behind decisions, even if they are unpopular. Develop a supplier code of conduct to ensure partnerships reflect the company’s ethical standards.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO Talks

MARCH 13, 2025

Breaking Down Silos Between Departments One of the biggest challenges in large companies is the lack of communication between departments. Often, finance teams work separately from sales, operations, and HR, leading to inconsistent financial data. By using AI, businesses can avoid financial risks and optimise their spending.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

CFO Talks

MAY 29, 2025

Finance has to keep pace with operations, sales, procurement, and project teams. When sales performance dips, finance breaks down the contributing factors. Internal communication should be built around solutions, not just compliance. Communication must also improve. And when they do, the answers must be ready.

Finance 52

Finance CFO Compliance Forecasting 52

CFO Talks

APRIL 9, 2025

Business continuity plans, disaster recovery strategies, and crisis communication protocols are no longer just for IT or HRthey are board-level priorities. Culture and Communication: Making Risk Everyones Job One of the biggest mistakes CFOs make is trying to manage risk in isolation. But they dont have to be 50-page manuals.

CFO 52

CFO Leadership Communication Risk Management 52

Future CFO

JUNE 19, 2025

Approval and escalation levels should be clearly documented and divided across sales, finance and pricing committees, if available, and strictly follow delegation of authority threshold with robust anti-collusion protocols." Serve as a liaison between sales and compliance teams," Kozlov says.

Finance 52

Finance Compliance IFRS GAAP 52

CFO Talks

MARCH 6, 2025

You should be making sales, developing new ideas, or looking after your customers, not drowning in paperwork. Communication is key. If you’re spending hours every week trying to manage your books, chase invoices, or figure out tax rules, youre not focusing on what mattersgrowing your business.

Numbers 52

Numbers Finance Accounting Invoicing 52

CFO Talks

NOVEMBER 11, 2024

Additionally, I learned the importance of cultural sensitivity and effective communication. Communication Skills: Effective communication is vital for conveying complex financial information to non-financial stakeholders, including the board of directors and investors. How do you balance your personal and professional life?

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

APRIL 24, 2025

Commercial vs Compliance Sales want speed. And importantly, use transparent communication to rebuild trust. Host collaborative pre-budget meetings. Get cross-functional buy-in before numbers are finalised. Turn the process from a bidding war into a business alignment exercise. Legal wants safeguards. Finance wants both.

Budgeting 52

Budgeting CFO Leadership Construction 52

CFO Talks

JULY 2, 2025

During the Neotel sale around 2014–2015, I faced intense pressure to cut corners, but I insisted on doing things by the book. It’s not just about managing numbers; it’s about protecting their integrity. I supported whistleblowers and created safe channels for them.

Leadership 52

Leadership Finance CFO Budgeting 52

CFO Thought Leader

JANUARY 6, 2025

Seymour: Deputy is a workforce management platform for hourly workers, and our technology is designed to streamline employee scheduling, time tracking, and communication for businesses (Overall,) Deputy really helps improve operational efficiency and reduce labor costs (for) the customers we serve.

CFO 52

CFO Leadership Compliance Concentration 52

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. Yet, even for advisors who understand the value of delegation, actually letting go is often easier said than done.

Communication 98

Communication Leverage Sales Investments 98

Future CFO

FEBRUARY 17, 2025

FinDep cites companies that manage waste or support local communities, noting that this shift in consumer behaviour influences how businesses operate and report their ESG metrics. FinDep warns that taking consumer preferences for granted can lead to lost sales and damage to brand reputation.

Finance 52

Finance Risk Management Compliance Communication 52

Nerd's Eye View

DECEMBER 25, 2024

This sales technique involves asking a "negative" question such as, "Joining with a financial planner can be a really scary jump to make, right?" Advisors then face a dilemma: How do they follow up politely, without being overbearing, and still help the client either make a decision or voice their real concerns?

Sales 98

Sales Communication Planning 98

The Big Picture

JUNE 10, 2025

And you could just hear someone saying, guys, we’re selling a ton of these with a gig capacity at $500, you now want to introduce three gig capacity at $200, you’re gonna kill our old sales. Educating well, making sure that we’re communicating extremely clearly on what it is that we’re delivering to in investors.

Investments 57

Investments Education Technology Healthcare 57

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency. Communicate openly with employees to ease uncertainty.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Thought Leader

DECEMBER 9, 2024

Read More Just as Salesforce revolutionized sales forecasting, making data accessible and actionable, Jellyfish does the same for engineering. By providing visibility into what engineers are working on, our platform enables better communication and decision-making, ultimately improving outcomes for the company.

Leadership 52

Leadership CFO Benchmarking Finance 52

Trade Credit & Liquidity Management

JUNE 2, 2025

Cross-Team Collaboration: Integrations with CRM and communication platforms ensure that collections efforts are coordinated across finance and sales teams, supporting a unified approach to customer engagement.

Forecasting 52

Forecasting Prioritization Leverage Communication 52

CFO Thought Leader

JANUARY 15, 2025

At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. People-Centric Approach : Champions open communication and empowers teams to think strategically. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative.

CFO 52

CFO Banking Prioritization Leverage 52

Global Finance

APRIL 5, 2025

It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85 BMO advised gold mining and exploration company Centamin on its sale to AngloGold Ashanti for $2.5 In the landmark $16.5 research.

Mergers and Acquisitions (M&A) 52

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

E78 Partners

JUNE 17, 2025

To capture these gains, firms align go-to-market strategies, integrate sales teams, and streamline customer onboarding. Sponsors validate fit by mapping customer types, sales channel compatibility, and workflow alignment before committing capital.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership Concentration 52

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees.

Communication 52

Communication CFO Valuation Construction 52

CFO Talks

FEBRUARY 26, 2025

Purchase Agreement A legal contract finalising the sale, covering terms like price, warranties, and payment conditions. Effective Communication Keeping employees and customers informed to reduce uncertainty. The key steps include: Letter of Intent (LOI) A non-binding agreement outlining the main terms before due diligence begins.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

KG Virtual CFO

JULY 21, 2025

Net 30 or Net 15) and communicate them prominently. These incentives can reduce days sales outstanding and improve working capital availability for reinvestment. Define concise payment terms (e.g., Automate reminders and follow-ups via email or accounting software to reduce late payments.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting CFO Invoicing 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. The policy should consider your company’s risk tolerance, revenue, and profit objectives while supporting the sales and cash forecasts.

Invoicing 52

Invoicing Sales Accounting Securities 52

Global Finance

DECEMBER 26, 2024

However, the markets most significant shift has occurred at the FX sales desk. Daisy-May Andrew, in interest rates and FX corporate rates sales at BNP Paribas, wrote in a company blog post that, in the current environment, companies must bulk up their currency hedging game with better, faster, automated solutions.

Foreign Exchange 87

Foreign Exchange Banking Currencies Marketing 87

CFO Talks

MAY 27, 2025

Behind every set of results is a story of people, relationships, and communication, he explains. He emphasises the importance of non-verbal cues and team dynamics, factors that are often lost in digital communication. It’s about how well an organisation functions and communicates internally. And thats dangerous.

Leadership 52

Leadership CFO Finance Communication 52

CFO Talks

MARCH 4, 2025

This way, if sales dip, costs rise, or new opportunities appear, you can adjust your strategy instead of sticking to an outdated plan. Financial dashboards Real-time insights on sales, expenses, and profits help you spot trends early. Predictive analytics Past sales patterns can help forecast future demand.

Budgeting 52

Budgeting Forecasting Invoicing Sales 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