Nerd's Eye View

JULY 26, 2022

, and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Planning 88

Planning Problem Solving Profit and Loss Prioritization 88

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. 1 – Let AI do the heavy lifting. 5 – Form an oversight and ethics committee.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

NOVEMBER 24, 2022

The pandemic , economic uncertainty, and recent layoffs have brought many people to career — and thus, identity — inflection points: life’s “what now?” We get to ask questions like: What do I value, and what do I prioritize? or “fork-in-the-road” moments when people must decide where to go, what to do next, and who to become.

Problem Solving 100

Problem Solving Nonprofit Prioritization Economics 100