CFA Institute

MAY 12, 2025

As the founder of By Choice Consultancy, she specializes in helping individuals and organizations overcome decision-making challenges by integrating behavioral insights, financial expertise, risk management, and strategic thinking.

Investments 93

Investments Risk Management Communication Leadership 93

CFO Plans

DECEMBER 16, 2024

This scalable support adapts to changing business needs, whether scaling up or navigating economic challenges. Enhance Your Business Efficiency Now to prioritize personal well-being and leadership, ultimately preventing burnout and enhancing quality of life.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization 52

Prioritization Risk Management Leadership Communication 52

Future CFO

MARCH 3, 2025

They should also invest in developing their soft skills , such as communication, leadership, and decision-making. Cultivate soft skills : Focus on developing communication, leadership, and decision-making skills. Embracing the future The future of finance is bright, but it requires a willingness to adapt and embrace change.

Finance 69

Finance Communication Leadership Profit and Loss 69

Future CFO

OCTOBER 27, 2024

The environmental, social and governance principles have become integral to the country's long-term growth and development strategies as business and policy-makers recognise the need to balance economic progress with environmental protection and social responsibility. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

Global Finance

DECEMBER 9, 2024

Global Finance recently sat down with representatives of three financial institutions, including two development banks and one commercial bank, to discuss banking and the role it plays in Africas economic growth. She led the Risk Management Practice Group in IFC Asia prior to her mangerial role in Africa.

Marketing 98

Marketing Banking Finance Profit and Loss 98

CFO Talks

APRIL 9, 2025

What Every CFO Should Know to Protect the Business (and Their Career) You dont need to be an actuary or compliance expert to understand risk. Risk management isnt a luxury, its a core leadership function. This article is your guide to getting ahead of risk, before it gets ahead of you. The board expects more.

CFO 52

CFO Leadership Communication Risk Management 52

CFA Institute

JANUARY 7, 2025

He has held leadership roles as head of quants at Goldman Sachs and Natixis. A graduate of Polytechnique, he also completed degrees at ENSAE and the London School of Economics. He holds three PhDs in economics, mathematics, and computer science, along with two master’s degrees, including one in AI from Dauphine and ENS Ulm.

Investments 52

Investments Economics Risk Management Leadership 52

Global Finance

APRIL 4, 2025

Salah Al Fulaij, CEO-Kuwait at National Bank of Kuwait (NBK), discusses Kuwaits path toward economic and banking reform and NBKs strategy in a period of change. Global Finance: In fall 2023, the government of Kuwait released its Master Plan 2040, focused on modernizing company law, economic openness, and encouraging non-oil development.

Economics 52

Economics Prioritization Leverage Finance 52

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. The private bank offers a comprehensive service suite of traditional banking and modern financial solutions.

Banking 52

Banking Concentration Investments Risk Management 52

CFA Institute

MAY 19, 2025

Previously, Kloepfer held editorial and production leadership roles at The Daily Utah Chronicle, where her investigative reporting was cited by The New York Times, CNN, and other national outlets, and she received Society of Professional Journalists (SPJ) first-place awards for long-form and news reporting in 2022, 2023, and 2024.

Leadership 90

Leadership Investments Forecasting Leverage 90

E78 Partners

MARCH 3, 2025

While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Enhance Treasury and Risk Management Functions: Prepare for public company treasury operations, including investor relations and cash management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

NOVEMBER 7, 2024

Members’ Profile: Yvonne Dias In this edition of CFO Club Africa’s Members Spotlight, we are introducing Yvonne Dias, the Group CFO at MINT Management Technologies. From an early age, I was fascinated with numbers and business economics. Prefer workout in the evenings What sparked your interest in finance?

CFO 52

CFO Leadership Communication Finance 52

Future CFO

MARCH 11, 2025

The role of the Chief Financial Officer (CFO) has undoubtedly moved outside the traditional accounting function and into a strategic leadership position. This evolution is particularly pronounced in Asia, driven by factors such as rapid economic growth, increasing regulatory complexity, and the accelerating pace of technological change.

Finance 52

Finance Compliance Performance Measuring CFO 52

Future CFO

DECEMBER 11, 2024

Key challenges and opportunities in the banking sector Sandeep Sethi, CEO of Sustainable Solutions Consulting, highlights several pressing challenges facing banks in the current environment: Economic Uncertainty : The uncertain economic environment, characterised by high interest rates and their impact on clients, poses significant challenges.

Banking 52

Banking Risk Management Compliance Investments 52

Global Finance

MARCH 20, 2025

Cost transformation forces banks to innovate European banks are navigating a complex landscape characterized by economic headwinds and cost pressures. This must be done by working with risk management and compliance with legal teams in a bank. The Eurozone economy will grow by approximately 1.5%

Banking 59

Banking Compliance Technology Sales 59

CFA Institute

MAY 14, 2025

Gopal's research has appeared in Management Science, Management Information Systems Quarterly, Operations Research, INFORMS Journal on Computing, Information Systems Research, Journal of Business, Journal of Law and Economics, Communications of the ACM, IEEE Transactions on Knowledge and Data Engineering, Journal of Management Information Systems, (..)

Investments 98

Investments Business Analytics Communication Valuation 98

CFA Institute

OCTOBER 8, 2023

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.

Currencies 52

Currencies Investments Finance Banking 52

E78 Partners

MARCH 21, 2025

Strategies may include debt restructuring, operational overhauls, and leadership changes. Poor timing or economic downturns can limit exit opportunities and reduce realized returns. Risk Management and Portfolio Diversification A well-diversified portfolio reduces exposure to sector-specific downturns and enhances overall stability.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

CFO Thought Leader

MAY 8, 2025

Now Watch the Complete Episode Featuring CFO Bea Ordonez Payoneers CFO, BeaOrdonez, traces an unconventional path from startup finance to publiccompany leadership, stressing that there is no singular route to the Csuite.

CFO 52

CFO Leadership Startups Finance 52

CFO Talks

JANUARY 27, 2025

Career Evolution: A Non-Traditional Pathway Davids career journey reflects a shift from credit enforcement and finance operations to leadership roles in global organisations. CFOs must address sustainability challenges while fostering economic development in their contexts.

CFO 52

CFO Auditing IFRS Accounting 52

CFA Institute

FEBRUARY 25, 2025

Patel's passion for learning and engagement beyond the classroom, such as participation in CFA Institute Research Challenge, has cultivated interests in corporate finance, risk management, and investment analysis. Michael (Joonhyuk) Lee is a recent graduate from George Mason University with a degree in Finance.

Marketing 52

Marketing Corporate Finance Risk Management Leadership 52

Global Finance

DECEMBER 26, 2024

The corporate FX market is undergoing a transformation driven by technological advancements that enhance efficiency, improve risk management, and democratize access for businesses of all sizes, says Luis Martins, head of Global Macro at BBVA. We use input from industry analysts, surveys, corporate executives, and others.

Foreign Exchange 87

Foreign Exchange Banking Currencies Marketing 87

Global Finance

DECEMBER 6, 2024

Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. The private bank offers a comprehensive service suite of traditional banking and modern financial solutions.

Banking 52

Banking Concentration Investments Risk Management 52

CFA Institute

DECEMBER 26, 2023

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Performance Measuring 52

Performance Measuring Risk Management Communication Economics 52

CFA Institute

APRIL 3, 2024

Somal leads client engagements focused on digital transformation, risk management, and technology development. A testifying subject matter expert witness in economic damages, intellectual property, and internet defamation, he authors CLE programs with the Philadelphia Bar Foundation.

Startups 52

Startups Leadership Auditing Economics 52

CFA Institute

JUNE 24, 2025

She has served as PR director for the Four Seasons Hotel Korea, Asia‑Pacific Content Manager at Oracle, copywriter for LG Electronics, and communications consultant for the World Bank Group. as CEO, crafting thought‑leadership content, managing global sustainability projects, and overseeing digital strategy.

Investments 64

Investments Communication Leadership Education 64

CFO Leadership

FEBRUARY 5, 2025

As CFOs look to 2025, their plan of action might be best described as taking measured risks for growth while building stabilityall with a hefty emphasis on technology initiatives. CFOs are experts in risk management, making them natural allies of the CISO or CIO in their cybersecurity plans.

CFO 52

CFO Finance Reconciliations Technology 52

CFA Institute

FEBRUARY 8, 2024

Most recently, he served as content manager, working closely with the IAM business and marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. There she provided leadership and advice to clients.

Planning 52

Planning Leadership Education Financial Analyst 52

Barry Ritholtz

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. And so I was, I was, you know, working for the head of ING investment management, but when ING decided to take this loan, there was a change in leadership. I was a liberal arts major.

Concentration 52

Concentration Investments Benchmarking CFO 52

CFO Dive

JUNE 23, 2025

The Tax Code has also been modified in significant ways in response to economic challenges. When economic turbulence occurs, the Tax Code is often viewed as an expedient means of providing support to businesses and individuals. The congressional response to the COVID-19 pandemic illustrates this point. TechTarget, Inc.s

Tax Planning 256

Tax Planning Planning CFO SAP 256

CFO Dive

JULY 11, 2025

The country that leads on this policy will set global norms and unlock enormous economic and strategic benefits. We do not want another economic collapse caused by de-regulation of the financial services sector,” he said. The United States should be that leader, and this is our moment to lead.” TechTarget, Inc.s Newton, MA 02466.

Marketing 106

Marketing CFO Treasury Leadership 106

CFO Dive

JULY 10, 2025

This is expected to provide greater certainty for dealmaking in an otherwise risky economic and policy climate. Published July 10, 2025 Alexei Alexis Reporter post share post print email license U.S. Among other sweeping tax changes, the act permanently reinstates 100% bonus depreciation for qualified assets acquired after Jan.

Mergers and Acquisitions (M&A) 146

Mergers and Acquisitions (M&A) CFO Risk Management Compliance 146

CFO Dive

JUNE 16, 2025

growth this year as inflation persists above the Federal Reserve’s 2% target, the National Association for Business Economics said Monday, citing a survey of forecasters. growth this year as inflation persists above the Federal Reserve’s 2% target, the National Association for Business Economics said Monday, citing a survey of forecasters.

CFO 116

CFO Compliance SAP Treasury 116

Global Finance

OCTOBER 31, 2024

For the commercial banking sector, continuous innovation, strong product development and customer service, and effective risk management are just some of the critical elements necessary to sustain and grow a franchise. During this time, much of the sector enjoyed healthy profitability bolstered by expanding net interest margins.

Banking 59

Banking Profit and Loss Risk Management Leadership 59

Barry Ritholtz

MAY 6, 2025

And I understood from that that well-meaning people can still muck things up because they don’t have an appropriate guide frame or appropriate leadership, or they’re not, so like little things can take projects astray. And risk is not about not losing money. Risk management is not about not losing money.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59