CFO Simplified

JANUARY 23, 2025

Use these insights to project your financial performance based on your strategic plan. This document serves as your companys rulebook, and keeping it updated ensures consistency and compliance. Reexamine your budget Its easy to get caught up in daily operations, but a comprehensive review of your business budget is essential.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

CFO Talks

MAY 29, 2025

And ensuring compliance with global reporting standards is what keeps that lens clear, trusted, and investment-ready. This is where the difference lies between compliance that ticks a box and compliance that builds a reputation. The most respected CFOs in any industry are not simply stewards of compliance.

IFRS 52

IFRS Compliance Auditing CFO 52

Future CFO

FEBRUARY 16, 2025

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

CFO Talks

JUNE 4, 2025

In South Africas business environment, where public trust is fragile, regulatory compliance is non-negotiable, and financial transparency is a competitive advantage, the CFO plays a crucial role in shaping whether a company is seen as credible, ethical, and stable. They are not spinning a message or promoting an idea.

CFO 52

CFO Compliance Communication Leadership 52

CFO Plans

MAY 5, 2025

Such real-world examples highlight how strategic planning and creativity can turn financial challenges into opportunities for growth. With their expertise, you can ensure operational efficiency, better decision-making, and compliance, allowing you to focus on delivering exceptional experiences to your guests.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Regulations are guidelines but not guarantees The line between compliance and security is blurring. Participants like Travel + Leisure Co.'s

Investments 52

Investments Profit and Loss Securities Risk Management 52

Global Finance

JUNE 9, 2025

In addition to financial investments—offered for stakes ranging from 2%-20% in the companies nurtured—Bancolombia offers mentoring for startups in the fields of business-model refinement, regulatory compliance, marketing strategy, operational efficiency, and scaling. Most recently, the center has been investing its resources in Gen AI.

Startups 52

Startups Banking Compliance Investments 52

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Talks

JULY 8, 2025

By the time they reach executive level, they have the confidence and business fluency needed to challenge assumptions and contribute to strategic planning. Strategic Thinking Takes Time to Develop Financial reporting, budgeting, and compliance can be taught relatively quickly.

Leadership 52

Leadership CFO Finance Strategic Planning 52

CFO Talks

NOVEMBER 11, 2024

Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations. While technical financial skills are essential, a successful CFO must also grasp the broader organizational context, including operations, marketing, and strategic planning.

CFO 52

CFO Leadership Problem Solving Communication 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

The Charity CFO

APRIL 25, 2025

Fundraising, programs, admintheyre often pulling in different directions unless leadership creates a strategic plan and unifies the mission. As Theresa notes: Strategic planning isnt optionalits how you bring everyone to the table and show them how their roles tie into the bigger picture. Its a leadership issue.

Nonprofit 89

Nonprofit Leadership Strategic Planning CFO 89

Trade Credit & Liquidity Management

MAY 29, 2025

This shift demands that billers stay informed and proactive, as compliance and efficiency heavily depend on understanding complex regulations and effectively leveraging service providers. Government Mandates: Clearance models help governments ensure compliance and improve tax collection through real-time transaction monitoring.

Invoicing 52

Invoicing Compliance Cash Flow Forecasting Currencies 52

CFO Plans

JANUARY 20, 2025

Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. A practical step is to establish a tax compliance checklist. Discover how CFO Plans can help simplify categorizing expenses, generating reports, and ensuring compliance with tax regulations.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO Talks

APRIL 30, 2025

But to do that, your budget needs to cover: Ops budgets that tie into real deliverables CapEx plans that are justified, not just optimistic Cashflow that matches the rhythm of your receivables Risk buffersbecause no one likes surprise fires with no extinguisher How to implement it: 1. Start with strategy, not last years spreadsheet.

Forecasting 52

Forecasting Budgeting CFO Sales 52

CFO Dive

JUNE 16, 2025

An inefficient system can lead to cost overestimation, misguided decarbonization strategies, and non-compliance issues. Enable actual supplier emissions data collection First, it’s a matter of compliance. CBAM compliance also requires the purchase, management, and surrender of CBAM certificates. You can unsubscribe at anytime.

CFO 253

CFO SAP Compliance Auditing 253

Embark With Us

MARCH 20, 2025

Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Regulatory Compliance : Uniform financial data helps maintain compliance with healthcare regulations. How to Identify Synergies: Analyze cost structures to find redundancies to eliminate.

Healthcare 52

Healthcare Auditing Compliance Leadership 52

VCFO

NOVEMBER 1, 2023

A common outcome of this mindset is a rationalization on the part of the CEO that they (perhaps along with the CFO) can adequately represent the views of People Ops as strategic planning commences, check some HR-oriented items off the list themselves, and not bring focused People Operations expertise to the table.

Strategic Planning 73

Strategic Planning Leadership Planning Compliance 73

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

PYMNTS

AUGUST 5, 2020

Then there’s a checklist of 503 items that the Thrasio team applies to their new acquisition — from operations to platform compliance to product specs and marketing practices. After an acquisition, Thrasio likes to keep the founders in place to help them onboard and download their intimate knowledge of the company.

Valuation 134

Valuation Strategic Planning eCommerce Retail 134

Jedox Finance

JUNE 26, 2019

In addition, finance needs to work in tandem with the company’s digital plans. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. If Finance cannot supply that, they will look elsewhere for solutions.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

CFO News Room

DECEMBER 16, 2022

Chief Compliance Officer. A chief compliance officer ensures financial institutions adhere to all applicable laws and regulations. To keep a business running smoothly and help avoid costly non-compliance fees, CCOs monitor company policy and compliance. Average salary: $114,832 per year. Insurance Advisor.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

E78 Partners

AUGUST 22, 2024

They fear that the costs and complexities of compliance may divert resources from core operations and impact profitability. Despite the pushback, some leading companies are proactively assessing and disclosing climate-related risks, recognizing the strategic value in aligning with investor and stakeholder expectations.

Accounting 59

Accounting IFRS Compliance Strategic Planning 59

E78 Partners

AUGUST 22, 2024

They fear that the costs and complexities of compliance may divert resources from core operations and impact profitability. Despite the pushback, some leading companies are proactively assessing and disclosing climate-related risks, recognizing the strategic value in aligning with investor and stakeholder expectations.

Accounting 52

Accounting IFRS Compliance Strategic Planning 52

E78 Partners

NOVEMBER 19, 2024

Audit season presents a set of unique challenges for private equity-backed companies, particularly those that must balance the expectations of investors with the demands of compliance. Regularly revisiting these policies can help align revenue accounting with current business activities and compliance requirements.

Auditing 52

Auditing GAAP Restructuring Compliance 52

E78 Partners

NOVEMBER 19, 2024

Audit season presents a set of unique challenges for private equity-backed companies, particularly those that must balance the expectations of investors with the demands of compliance. Regularly revisiting these policies can help align revenue accounting with current business activities and compliance requirements.

Auditing 52

Auditing GAAP Restructuring Compliance 52

Future CFO

JULY 14, 2022

For example, companies operating in carbon-intensive sectors may face higher carbon taxes and other compliance costs, or find themselves becoming less viable to operate in the future economy,” said Lee Bing Yi , Sustainability & Climate Change Director at PwC Singapore. CFO’s role in driving ESG strategy.

Risk Management 98

Risk Management Compliance Planning Finance 98

VCFO

JULY 23, 2024

For example, quality and compliance are both important supplier selection factors, as A&D suppliers must consistently deliver high-quality materials and products. Need help forming a strategic plan to establish or expand your Aerospace and Defense industry presence? AS9100D:2016, ISO 9001:2015, QSLM)?

Compliance 86

Compliance Communication Strategic Planning Budgeting 86

VCFO

NOVEMBER 1, 2023

Now is also a good time to reach out to auditors (if an audit or CPA review is required) to plan the timing of the audit, discuss material changes in the business that might impact financial results and/or disclosures, and to obtain a list of their “PBCs” (schedules to be “prepared by client”). What About Borrowing?

Finance 88

Finance Strategic Planning Auditing CFO 88

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Literally almost everything but finance business partnering.

Finance 130

Finance Analyzing Data Communication Benchmarking 130

Future CFO

JUNE 10, 2024

With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning. Initiating the digital transformation of trade finance workflows starts with comprehensive planning," he says.

Finance 90

Finance Compliance Communication Strategic Planning 90

Bramasol

SEPTEMBER 8, 2024

With a 28 year track record as one of SAP's longest serving partners and the recognized experts in SAP revenue compliance and SAP BRIM/OTC offerings , the Bramasol team has deep experience tailoring SAP solutions to specific client requirements.

SAP 64

SAP General Ledger Compliance Accounting Standards 64

Future CFO

SEPTEMBER 26, 2024

However, CFOs face the challenge of achieving compliance while also navigating complex economic conditions and balancing multiple other priorities. Meanwhile, Will Symons , Deloitte Asia Pacific’s Sustainability Leader says the challenge for the CFO is to maintain a focus on integrating sustainability reporting into business value creation.

CFO 52

CFO Strategic Planning Compliance Forecasting 52

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Leadership

DECEMBER 12, 2022

Digital transformation: Digital tools can help support expansion, including systems that provide real-time and other payments across geographies, streamline cross-border compliance and protect businesses from fraud and cybercriminals across global jurisdictions.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

PYMNTS

JANUARY 3, 2020

In an interview with PYMNTS, Liz Armbruester, senior vice president of Global Compliance at Avalara , said 2019 represented a watershed year for tax compliance as states embraced the economic nexus model and passed marketplace facilitator laws. Even the consequences of non-compliance can be fragmented. Cross Border Complexity.

Sales 53

Sales Compliance Economics Strategic Planning 53

VCFO

JUNE 12, 2024

Looming Changes to FLSA Requirements and Noncompete Agreements – The Big Picture for Your Business Two imminent changes in employment regulations could significantly impact your business operations and compliance status. Legal objections have been filed that will impact implementation dates and possibly final form.

Compliance 89

Compliance Strategic Planning Planning 89