The Charity CFO

MAY 19, 2023

Cash management for a nonprofit organization is possibly the most important consideration for success. In a previous article, we discussed the benefits, risks, and compliance requirements of outsourcing bookkeeping for nonprofit organizations. and expenses from various sources (salaries, rent, utilities, program costs, etc.).

Cash Management 52

Cash Management Nonprofit Compliance Budgeting 52

CFO Leadership

OCTOBER 10, 2023

Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

The Finance Weekly

JUNE 7, 2022

Outsourcing responsibility: Outsourcing to a managed security service provider (MSSP) is a well-established tactic, particularly for companies that need to secure resources quickly or that cannot hire and retain adequate staffing. However, many still have to address the fundamental data security and privacy compliance consequences.

Compliance 52

Compliance Risk Management Securities Prioritization 52

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. This driver involves investing in research and development, introducing new features or products, and adapting to market trends.

Planning 52

Planning Prioritization Concentration Compliance 52

PYMNTS

JULY 24, 2020

A traditionally manual process involving PDF questionnaires, supplier due diligence is rarely at the top of the list when organizations are considering where to place their resources to invest in new, automated technology. ” Yet SMBs face even greater headwinds in their efforts to mitigate these risks. .

Prioritization 70

Prioritization Risk Management Compliance Economics 70

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. FP&A helps assess the financial implications of these decisions, identify potential risks, and align strategies with long-term financial goals.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

PYMNTS

JULY 29, 2016

According to Technavio, the need to cut costs in the procurement process, modernizing indirect procurement processes, managing risk and automation are behind the forecasted 15.77 The report, announced on Wednesday (July 27), dives into how corporations are prioritizing each of these four factors in a modern market landscape.

Prioritization 41

Prioritization Invoicing Risk Management Compliance 41

PYMNTS

APRIL 30, 2020

Supplier risk management is often a resource-intensive practice and rarely a target of technological investments. As a result, corporates will often let their vendor relationship management processes fall by the wayside. Unprecedented Risk. ” A Dramatic Shift. The New Normal. ”

Risk Management 59

Risk Management Risk Analysis B2B Prioritization 59

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.”

Planning 130

Planning Investments Accounting Math 130

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” That’s basically what it is.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

MAY 4, 2017

Aberman pointed to risk management as an example. Wanting to own the end-to-end user experience has required platforms to manage risk in-house, as Shopify and MINDBODY have done. The benefit of offloading that white-label payment solution extends beyond just risk management.

Risk Management 47

Risk Management Prioritization Leverage Compliance 47

Barry Ritholtz

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

Math 52

Math Leadership Investments Entertainment 52

The Finance Weekly

JULY 19, 2022

For companies that want to grow and scale exponentially, investing in strategic corporate finance is equally as important. Assisting shareholders and management in choosing more shrewd investments. Risk Management. Analyzing the effects of past and future financial activities and behavior in order to evaluate risk.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96