CFO Share

SEPTEMBER 12, 2024

Prioritize urgent processes such as cash flow management, ongoing projects, and upcoming deadlines for financial reporting. These should be directly aligned with your company’s immediate financial needs, such as managing cash flow, stabilizing operations, and ensuring compliance with reporting requirements.

CFO 52

CFO Compliance Prioritization Communication 52

Global Finance

OCTOBER 15, 2024

billion in fines for non-compliance in 2020 alone, with a significant portion attributed to inadequate systems. Banks can allocate their cybersecurity budgets more effectively by prioritizing resources based on threats’ likelihood and potential impact. And this is costing banks more than just maintenance. Banks paid over $10.4

Budgeting 64

Budgeting Securities Leadership Banking 64

CFO Leadership

JANUARY 5, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Spreadym

JULY 21, 2023

Cybersecurity : Strengthening security measures to protect sensitive financial data and transactions from cyber threats and ensuring compliance with regulatory requirements. Risk Management and Compliance : Implementing digital solutions to enhance risk assessment and compliance with regulatory requirements.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Thought Leader

MAY 14, 2024

Each role was a building block, enriching his understanding and skill set and preparing him for the strategic financial leadership that would define his later career. Rising through the ranks, he became CFO in 2020, at a time when strategic financial leadership had become more crucial than ever. ” –Tucker Marshall, CFO, The J.

CFO 52

CFO Leadership Finance Communication 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. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 85

IFRS Accounting SAP Compliance 85

CFO Thought Leader

APRIL 23, 2024

Read More His company at the time—initially an independent entity focused on aggressive growth and innovation—offered a vibrant but challenging environment that tested the mettle of its leadership. jb “From the beginning, it is imperative to prioritize the following three fundamental pillars: people, systems, and processes.

CFO 59

CFO Securities Leadership Restructuring 59

CFO Thought Leader

SEPTEMBER 24, 2024

.” This demand for clarity pushed Vengalil to deliver concise, well-reasoned perspectives, an expectation that both challenged and strengthened his leadership capabilities. Ruthlessly prioritize your time since everyone will want a few minutes 3. Always be clear about what is most important since things can change quickly (e.g.,

CFO 52

CFO Retail Prioritization Leadership 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. The post Preparing Your Finance Organization for the New Era of AI first appeared on CFO Leadership.

Financial Planning and Analysis (FP&A) 115

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

E78 Partners

APRIL 9, 2024

Amid these challenges, private equity funds must navigate the complexities of industry-specific compliance requirements while establishing a common risk management framework to manage cyber risks across their entire portfolio. Process: Implementing and managing systematic processes is vital in building a resilient cybersecurity posture.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Talks

MARCH 20, 2024

This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability. This involves managing risks, ensuring compliance with financial reporting requirements, and mitigating operational and fraud risks.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Talks

MARCH 14, 2024

No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Michigan CFO

SEPTEMBER 29, 2021

For businesses that must adhere to specific data security compliance standards, going digital can help simplify the process with the help of a CFO to ensure accuracy. However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

Spreadym

AUGUST 25, 2023

Diversity and Inclusion Metrics: Tracking diversity in the workforce, especially in leadership roles, and measuring the organization's inclusivity efforts. Optimized Training and Development: Headcount planning enables organizations to identify skills gaps and prioritize training and development programs accordingly.

Planning 52

Planning Budgeting Forecasting Leadership 52

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. It’s important for the nonprofit’s leadership to define what the fundraising goal is. Pro Tip: In our experience, the biggest goal conflict is around the total fundraising goal.

Communication 52

Communication Accounting Nonprofit Budgeting 52

The Charity CFO

JULY 31, 2023

It is essential to ensure that all directors and stakeholders thoroughly understand the policy’s provisions, their responsibilities, and the possible consequences of non-compliance. How Does the Board Come into Play? The board of directors plays a crucial role in managing conflicts of interest within a nonprofit organization.

Nonprofit 52

Nonprofit Prioritization Compliance Accounting 52

CFO Leadership

JANUARY 25, 2024

While public companies are legally obligated (or are soon expected to be obligated) to meet a growing number of ESG-related regulatory requirements around the world, many of these compliance burdens – and reporting requirements, in particular – also extend to private companies and smaller organizations that conduct business with public companies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

PYMNTS

NOVEMBER 5, 2019

It’s a concept Rob Orgel, now the new president and chief operating officer at Flywire , told Karen Webster was foundational to his decade-long career at Apple — where he was part of the leadership team that developed, rolled out and grew the Apple Pay business. Flywire announced his appointment Tuesday (Nov. 5) to the newly created position.

Leadership 61

Leadership Prioritization Healthcare B2B 61

CFO Thought Leader

DECEMBER 17, 2023

We’ve really perfected the authorization, the delivery, the regulation compliance, and the customer support needed to efficiently and accurately deliver pet medications to your door. Looking back for a moment, we see that 26 years ago, PetMeds was really the pioneer in delivering e-commerce prescription medications.

CFO 52

CFO Healthcare Leadership Prioritization 52

CFO News Room

JANUARY 22, 2023

For instance, one of my executive coaching clients was a new VP of HR who inherited a team which the businesses traditionally ignored on strategic issues and only called on them for basic tactical and compliance-tracking needs.

Prioritization 130

Prioritization Leadership Compliance Communication 130

Bramasol

JULY 16, 2024

Focusing on each of these six dimensions, the clean core concept drives cloud compliance through master data and business process governance. Signavio can be used to quickly extract and link online and offline data across different systems and system landscapes.

SAP 92

SAP Reconciliations Leverage Prioritization 92

Centage

JULY 12, 2022

This includes a variety of leadership and consulting roles in the buy-side investment and compliance industries such as Thomson Reuters, SS&C, and Citisoft Inc, working with clients including State Street, Invesco, and Bank of America. Depending on the problem we are trying to solve, these teams may overlap.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

Spreadym

AUGUST 17, 2023

Financial reporting dashboards can be used by various departments within an organization, including finance, operations, sales, marketing, and executive leadership. Prioritize the parameters that align with the CFO's responsibilities and strategic goals. This is particularly valuable for executives, managers, and financial analysts.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

PYMNTS

APRIL 5, 2016

” “Companies are focusing on cost reduction across the enterprise, and this is clearly an area where finance can take a leadership role,” O’Connor, principal and finance advisory practice leader, said in a statement announcing the release of the report. CFOs Prioritize. percent compared to the year before, with a 0.5

Leadership 42

Leadership CFO Prioritization Finance 42

PYMNTS

OCTOBER 19, 2016

Low interest rates aren’t the only factor when it comes to how treasurers and CFOs prioritize their time. “Encouragingly, more than eight in 10 CFOs say that leadership teams now increasingly consult corporate treasurers on strategic questions.”

Treasury 70

Treasury Prioritization Economics Leadership 70

Planful

MAY 24, 2017

This was the focus of the New Jersey Chapter of the CFO Leadership Council at its May 2017 panel discussion titled “How Much Risk Is in Your Risk Management?” Moderated by Angela Tise of the CFO Leadership Council, the panel included Claire Doherty, Director of the Risk Consulting Practice at KPMG, Brian J.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

E78 Partners

MAY 3, 2023

Lastly, private equity firms prioritize assessing the potential for future growth and scalability of a target company’s technology assets, which involves examining the company’s technology roadmap, development plans, and competitive landscape to determine the potential for future value creation.

Investments 52

Investments Leverage Technology Compliance 52

Planful

OCTOBER 19, 2021

To get c-suite buy-in, Hannan says it’s essential to recognize the metrics that matter to leadership. How well are we meeting our compliance requirements? Organizations that don’t prioritize net-zero transition run the risk of having BlackRock voting against management and selling its shares.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

The Charity CFO

AUGUST 15, 2023

Compliance Like traditional accounting positions, nonprofit accountants have to ensure compliance with tax laws and regulations. Nonprofit accountants should also collaborate with program managers and leadership to create realistic financial plans. It’s the accountant’s responsibility to participate in the budgeting process.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

The Charity CFO

NOVEMBER 17, 2022

A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. Is it a monitoring tool, a funder compliance roadmap, or a blueprint for change? Budgeting should go beyond simply tracking money in and money out. . 3. Decide on the budget structure.

Nonprofit 52

Nonprofit Budgeting Forecasting CFO 52

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

CFO Thought Leader

MAY 8, 2023

Watch as CFO Aneal Vallurupalli reflects on an earlier career chapter when he was tasked with prioritizing hiring and assessing the state of the business at a prior company. Nearly every time you make a purchase, physical or digital, there’s an accompanying unique and nuanced tax compliance calculation.

CFO 52

CFO Prioritization Compliance Leadership 52

Barry Ritholtz

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. 00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently.

Investments 57

Investments Communication Benchmarking Technology 57

The Charity CFO

MARCH 2, 2022

A couple things actually, number one, that we’ve alluded to transition in leadership. You, and really oftentimes it’s an understanding of the compliance needs issue, um, and a skillset, frankly, rather than, rather than a… a number of bodies issue. And that I think is where a lot of organizations really struggle.

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

CFO News Room

DECEMBER 28, 2022

He was also named to the 2017 class of 40 Under 40 by InvestmentNews, which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” Expansion Of The Employer Plans Compliance Resolution System (EPCRS) To Address IRA-Related Issues. Section 305 of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

Bramasol

DECEMBER 14, 2023

End-to-End Quote-to-Cash-to-Compliance Processes for DSE When Bramasol first coined the term Digital Solutions Economy (DSE) in May 2021 , we already knew that the challenges of managing new recuring revenue streams involved much more than just focusing on subscriptions at the customer-facing front-end.

Technology 86

Technology SAP IFRS Compliance 86

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Notably, leadership style followed closely behind, with a greater influence than even pay and job characteristics. While SECURE 2.0

Planning 130

Planning Leadership Accounting Healthcare 130