Nerd's Eye View

JANUARY 27, 2025

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails.

Leverage 83

Leverage Communication Auditing Compliance 83

Nerd's Eye View

NOVEMBER 20, 2024

One component of this duty of care is an obligation to seek best execution of client securities transactions. The SEC, in its interpretive release, sets an expectation of "periodic and systematic evaluation" (i.e., The SEC, in its interpretive release, sets an expectation of "periodic and systematic evaluation" (i.e.,

Securities 97

Securities Communication Investments Accounting 97

Nerd's Eye View

OCTOBER 31, 2024

In the 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how advisors can acknowledge the psychological habits formed during prolonged high-stress periods and intentionally move beyond them to continue to achieve sustained growth.

Communication 96

Communication Securities 96

The Charity CFO

JUNE 4, 2025

The Parallels Between Fundraising and Sales Aaron spent years in the nonprofit world, securing corporate sponsorships, building relationships, and raising money. Why Internal Communication Makes or Breaks Fundraising At The Charity CFO, we meet weekly to align our sales, operations, and finance teams.

Sales 73

Sales Nonprofit CFO Forecasting 73

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

CFO Talks

NOVEMBER 25, 2024

Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals. Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

DECEMBER 26, 2024

This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Rouse: Communication. Rouse: There were two particularly tough periods. First, when I initially joined, we had to turn Thryv around. That was really challenging. GF: What advice do you have for aspiring CFOs?

CFO 98

CFO Restructuring Math Finance 98

Future CFO

FEBRUARY 9, 2025

He says that a leader should have a blend of two qualities: a good communicator and a deep thinker. A good financial leader for me is someone who thinks deeply so that he can communicate the principles behind certain decisions, directives, policy guidelines and strategic decisions of the company.

Leadership 96

Leadership Communication Construction Corporate Finance 96

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

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. It calls for discipline, communication, and courage.

CFO 52

CFO Profit and Loss Leadership Communication 52

Global Finance

OCTOBER 31, 2024

Strengthened balance sheets secure China’s retention of the top spots in this year’s rankings. Global Finance ’s 2024 ranking of the world’s 50 largest banks highlights institutions that have built powerful franchises in their respective markets, with extensive rosters of corporate, commercial, and retail clients.

Banking 94

Banking Construction Communication Leverage 94

Strategic Treasurer

MAY 19, 2025

How can an optimized BAM framework strengthen liquidity and enhance security? From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Find out in this practical treasury discussion. Tune in to find out.

Treasury 52

Treasury Accounting Banking Compliance 52

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. IoT support.

Budgeting 223

Budgeting Leadership Communication Leverage 223

Global Finance

DECEMBER 4, 2024

IRIS2, the European satellite communications program, is finally taking off. Still, the war in Ukraine convinced European leaders that they needed their own secure satellite internet network, and they found a compromise. The response to Elon Musk’s Starlink and Jeff Bezos’ Kuiper is the SpaceRISE consortium.

Communication 52

Communication Budgeting Securities Finance 52

Global Finance

DECEMBER 4, 2024

IRIS2, the European satellite communications program, is finally taking off. Still, the war in Ukraine convinced European leaders that they needed their own secure satellite internet network, and they found a compromise. The response to Elon Musk’s Starlink and Jeff Bezos’ Kuiper is the SpaceRISE consortium.

Communication 52

Communication Budgeting Securities Finance 52

CFO Plans

FEBRUARY 23, 2025

Grasping what investors truly seek in your financial reports is essential to unlocking new growth opportunities and securing the funding needed to drive your business forward. By providing clear and precise data, coupled with strategic context, you create an environment of trust and openness that can attract and secure investor interest.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO News

JUNE 4, 2025

Securities and Exchange Board of India (Sebi) has alerted investors about fraudulent communications circulating on social media. Sebi advises verifying communications on its website, www.sebi.gov.in. These scams use Sebi's logo and officials' names. Scammers demand money and issue fake certificates.

Communication 40

Communication Securities 40

Global Finance

DECEMBER 6, 2024

Additionally, there is a growing focus on sectors and themes that can benefit from geopolitical trends, such as global security and infrastructure development. We advise our clients to adopt a proactive approach by implementing robust security measures and staying informed about potential threats.

Banking 52

Banking Communication Leverage Strategic Planning 52

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch.

Finance 91

Finance Problem Solving Technology Communication 91

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

52

52

Future CFO

DECEMBER 5, 2024

As the payments landscape in the Philippines undergoes significant evolution, the country is set to see a more seamless, secure, and interconnected setting in 2025, according to Visa. Trend # 3: Dynamic Security Elevates Trust as Payments Transform for Filipinos As digital payments gain further traction, ensuring security becomes paramount.

B2B 52

B2B Entertainment Securities Technology 52

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

CFA Institute

MAY 14, 2025

Philps holds a PhD in Artificial Intelligence and Computer Science from City, University of London, where his research focused on memory-augmented deep neural networks and their effective application to security selection. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 52

Investments Business Analytics Communication Valuation 52

E78 Partners

NOVEMBER 7, 2024

This ensures their communication systems are optimized for performance and security. Benefits of Telecom Expense Management Managing telecom expenses is crucial for businesses aiming to minimize communication costs while ensuring effective service delivery.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

Global Finance

FEBRUARY 5, 2025

As we scale up and undergo this major transition, one of my primary responsibilities, alongside the CEO, is to secure the necessary funding to support the companys growth and operations. [In In 2024, Avantium secured $114 million in financing.] Van Schak: With the outside community, we communicate on a much higher level.

CFO 64

CFO Corporate Finance Finance Communication 64

Nerd's Eye View

MAY 2, 2025

Also in industry news this week: A majority of financial advisory clients feel reassured by their advisor in the current market environment, according to a recent survey, with advisors pursuing a mix of 'high touch' and 'low touch' communication methods A FINRA proposal that purports to streamline regulatory obligations regarding outside business activities (..)

Benchmarking 72

Benchmarking Treasury Compliance Communication 72

CFO Talks

MARCH 11, 2025

Communicate a Clear Vision One of the biggest reasons change fails is poor communication. Instead of relying solely on emails or official announcements, they should communicate through team meetings, one-on-one discussions, and open forums where employees can ask questions. How to Manage Change Effectively 1.

Communication 52

Communication Restructuring Leadership CFO 52

E78 Partners

NOVEMBER 25, 2024

As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial transactions with ease and precision. The manager is the primary point of contact for clients, managing communication and addressing any questions or concerns.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

PYMNTS

AUGUST 18, 2020

Google is asking the Federal Communications Commission (FCC) for permission to hold radio experiments “in and near the 6 GHz band,” according to a recent filing with the agency. The firm also said virtual private network (VPN) usage was higher by 34 percent and video bandwidth use was higher by 12 percent.

Economics 139

Economics Communication Technology Securities 139

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. The approver receives an email alert and can connect to the secure payment tool. Virtuous bank connectivity.

Banking 147

Banking Reconciliations Treasury Securities 147

CFO Talks

NOVEMBER 29, 2024

Cultivating skills in communication, teamwork, and decision-making is crucial for effectively leading your team and making a lasting impact. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy.

CFO 95

CFO Auditing Leadership Finance 95

PYMNTS

JANUARY 8, 2021

16, Massachusetts securities regulators filed a complaint against Robinhood alleging that the company aggressively marketed to inexperienced investors and failed to implement controls to protect them, violating state laws and regulations. CNBC reported that the Silicon Valley startup has raised more than $1 billion in funding this year.

Compliance 145

Compliance Communication Retail Startups 145

CFO News Room

DECEMBER 7, 2022

But for many years, advisers looking for guidance from the Securities and Exchange Commission (SEC) regarding what kind of performance advertising was permissible had to rely on fairly general guidelines and SEC staff statements in the form of “no-action” letters. by changing the addressee’s name) are considered advertisements.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Invoicing Education 52

Global Finance

DECEMBER 9, 2024

Fbio Eurico Correia is currently head of Investor Relations and Communications and Brand Management at BAI. For green energy to really get to a usable scale, infrastructure, communications infrastructure, and ease of doing business will be the key factors. Thus, its a matter of carefully analyzing sector and company opportunities.

Marketing 98

Marketing Banking Finance Profit and Loss 98

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.

Communication 98

Communication Prioritization Marketing Securities 98

PYMNTS

SEPTEMBER 8, 2020

AppleInsider reports the new method would no longer require near field communication (NFC), the wireless data transfer that enables nearby devices to communicate without an internet connection. Apple Pay users may soon be able to use a feature in the Wallet app to make payments by scanning a QR code.

Communication 102

Communication Retail Securities Sales 102