CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 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

Beacon CFO Plus

NOVEMBER 15, 2023

Compliance and Governance: Fractional CFOs adhere to financial regulations and reporting requirements, reducing the risk of legal and financial penalties. Strategic Planning: Fractional CFOs contribute to overall business strategy by aligning your company’s financial goals with broader organizational objectives.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

VCFO

AUGUST 26, 2022

Clint Rogers is a senior finance professional with more than 20 years of experience overseeing financial teams and guiding them through strategic planning, analysis, and forecasting in order to increase revenue and profitability. vcfo Austin team expands to include Clint Rogers, Senior Consultant.

Strategic Planning 52

Strategic Planning Construction Compliance CFO 52

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 Compliance Financial Analyst 130

The Charity CFO

MARCH 22, 2024

Compliance and privacy concerns: As more states introduce legislation regarding digital privacy , nonprofits must be able to keep up with regulatory compliance and keep data safe. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

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

The Charity CFO

JUNE 7, 2023

Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? In this post, we’ll walk through the most important financial statements, and explain the strategic benefit you can gain by pulling the maximum value from the data. Nonprofit financial statements.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

CFO Share

NOVEMBER 11, 2023

For small business owners, the key takeaway is that while amortization of intangible assets is part of accounting compliance, it shouldn’t be a priority in your strategic planning or financial decision-making. Looking for business tips on critical financial metrics?

GAAP 52

GAAP Accounting Standards Strategic Planning Compliance 52

Boston Startup CFO

APRIL 3, 2023

Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing. Adopting innovative solutions tailored to industry-specific accounting needs will streamline operations and enhance compliance and decision-making capabilities.

Accounting 52

Accounting Accounting Principles GAAP Compliance 52

Spreadym

SEPTEMBER 12, 2023

Strategic Planning: In addition to annual budgets, companies engage in strategic planning, which typically occurs on a longer-term horizon (e.g., This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals. 3 to 5 years).

Budgeting 59

Budgeting Strategic Planning Forecasting Economics 59

Future CFO

SEPTEMBER 18, 2023

Flexibility Fractional CFOs can be engaged for specific tasks or projects, such as financial analysis , fundraising, budgeting, strategic planning or improving financial processes. Strategic guidance Fractional CFOs can provide valuable strategic insight to help guide the company's financial decisions and long-term planning.

CFO 52

CFO Leadership Strategic Planning Financial Analysis 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Leadership 52

Future CFO

APRIL 6, 2023

The solution takes a top-down approach by connecting tax to consolidation, centralising enterprise data, and automating processes and calculations to facilitate compliance process, the firm said. The post Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply appeared first on FutureCFO.

Strategic Planning 52

Strategic Planning Compliance Finance Financial Data 52

PYMNTS

MARCH 11, 2020

FreshBooks rolled out its VAT Return Report last year to assist more owners of small businesses get ready for tax time compliance. FreshBooks has been serving the British market for over 10 years; however, recent client growth has inspired the company to put a higher level of focus and investment into the area.

Accounting 52

Accounting Nonprofit Strategic Planning Compliance 52

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

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Expense Management Software: Expense management tools like Concur or Expensify can assist in tracking and managing company expenses.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

Future CFO

NOVEMBER 15, 2023

Risk Management and Compliance CFOs need to ensure that their financial processes and spreadsheets comply with various regional and international regulations. This might involve implementing automated compliance checks and utilising tools that provide real-time alerts for potential risks.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

The Charity CFO

NOVEMBER 23, 2022

Expertise in various technology systems also helps improve bookkeeping and accounting productivity, accuracy, and compliance. They should have experience leading and motivating teams, as well as experience developing and implementing strategic plans. Strategic Thinking. How to verify. Why this is important. How to verify.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

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

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JULY 7, 2020

Earlier this year, Liz Armbruester, senior vice president of global compliance at Seattle software company Avalara, told PYMNTS cross-border commerce is expected to reach as much as 15 percent of the online retail market. “We Amazon Web Services, Google and Spotify did not respond to requests for comment.

Sales 56

Sales Strategic Planning Budgeting Compliance 56

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. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

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 Compliance eCommerce 134

CFO Talks

MARCH 20, 2024

Accounting Responsibilities: Both the CFO and Controller collaborate on overseeing the annual audit, ensuring thoroughness and compliance. A key part of the CFO’s role is to nurture and maintain investor relations, securing the trust and confidence of stakeholders through transparency and strategic communication.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Beacon CFO Plus

DECEMBER 1, 2021

Strategic/Market: Changes in the industry, new research, or major players merging. Compliance: The rules and regulations specific to your industry. Have a strategic plan. The most common types of risk fall into these categories: Operational: Anything to do with your staffing, recruiting, and IT systems.

CFO 52

CFO Strategic Planning Compliance Planning 52

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 Simplified

DECEMBER 12, 2021

In publicly traded companies, the CFO is also responsible for the company’s compliance with Securities and Exchange Commission (SEC) rules and regulations. CFOs are part of the company’s internal finance team just as bankers, and CPAs, are part of the company’s external finance team.

Accounting 52

Accounting Finance Cash Flow Forecasting CFO 52

The Charity CFO

AUGUST 28, 2023

This isn’t always a priority for dedicated nonprofit professionals, who may spend more of their time focusing on the issue or cause their group is involved with, as well as programming, donor relations, and event planning decisions. However, financially-minded folks are crucial for a variety of reasons.

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. Most recently Kate wore many hats at CABEM Technologies, where she managed a competency and compliance management system.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

The Finance Weekly

OCTOBER 13, 2021

Strategic: Quality of various strategies helping companies reach short and long term goals. Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. The business metrics of CPM fall into 5 categories: Customer: Satisfaction and loyalty of customers.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

VCFO

MARCH 9, 2022

In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance. Karli is a certified Senior Professional in Human Resources (SPHR) from the HR Certification Institute (HRCI). About vcfo.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

VCFO

FEBRUARY 15, 2023

She had complete ownership of financials, reporting, auditing, and compliance for all entities. She mentors CEOs on organizational structures and vision planning, consults on compartmentalizing and reconfiguring assets, and uncovers and removes obstacles. In 2017, she founded Kee Advisory and Consultants, LLC, a consulting integrator.

Auditing 52

Auditing CFO Risk Management Budgeting 52

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. B2B offerings in the everything-as-a-service (XaaS) area are gaining speed and breadth across virtually all industry sectors.

SAP 78

SAP B2B Leverage Analyzing Data 78

The Charity CFO

NOVEMBER 10, 2022

Improves compliance. A solid picture of finances helps with strategic planning, identifying new fundraising opportunities, and evaluating program effectiveness. Look for an accountant that offers bookkeeping, financial reporting, budgeting, strategic planning, and audits. Utilize cutting-edge technology.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

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. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52