Concentration Leverage Strategic Planning 
CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
CFO Plans
DECEMBER 29, 2024
This narrow focus can lead to missed opportunities for innovation and expansion, as businesses concentrate on merely covering costs instead of exploring new revenue streams. In 2025, let’s redefine the narrative from merely breaking even to scaling strategically.
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Spreadym
MAY 31, 2023
Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.
CFO Talks
NOVEMBER 21, 2024
My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. It would combine the best aspects of financial forecasting and strategic planning, helping companies stay ahead in a constantly evolving landscape.
Global Finance
JULY 26, 2024
As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.
Global Finance
SEPTEMBER 9, 2024
And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.
The Finance Weekly
MAY 5, 2024
As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?
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