Global Finance

DECEMBER 6, 2024

We must remain vigilant about potential economic shifts and geopolitical events that could impact these projections. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Talks

NOVEMBER 21, 2024

As a CFO, you will need to manage and inspire teams, work with other executives, and communicate financial insights in a way that non-financial stakeholders can easily understand. This requires clear communication and the ability to influence decision-making at the highest levels. Risk management and problem-solving are critical as well.

CFO 98

CFO Leadership Problem Solving Communication 98

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The economic environment is changing, along with your customers and your competition. Risk Management: Identify the potential risks that your company is going to face and develop strategies to mitigate them.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. Investment risk management.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

Global Finance

SEPTEMBER 9, 2024

Not that long ago, corporate treasurer—the top slot in every company’s green-eyeshade corps—was about the last position most observers would tag as strategic. While the job has always had a strong risk-management component, the basic task was simple: making sure the company has cash available, when and where it’s needed.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Future CFO

APRIL 13, 2025

At a high level, a normal day involves strategic planning, teamwork, and tackling challenges, but most days are diverse and varied. Mornings are typically all about concentrated focus, starting with ensuring alignment with our clients across key objectives like risk management, credit solutions, and employee benefits strategies.

Concentration 52

Concentration Strategic Planning Credit Risk Risk Management 52

CFO Share

JULY 16, 2024

Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making.

Financial Planning and Analysis (FP&A) 98

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

Future CFO

JULY 14, 2022

With an increasing focus on climate-related risk management and disclosures, including those under the Taskforce on Climate-Related Financial Disclosures (TCFD) framework, companies are recognising that climate change also has an impact on their businesses, operations and financials. Lee Bing Yi. CFO’s role in driving ESG strategy.

Risk Management 98

Risk Management Compliance Planning Finance 98

CFO Talks

FEBRUARY 9, 2024

Recently, the South African Reserve Bank’s decision to maintain interest rates has had significant implications not only for the economic landscape but also for the competencies demanded of today’s CFOs. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Spreadym

NOVEMBER 3, 2023

Debt Management: If you have debt, like credit card debt or student loans, develop a plan to manage and pay down your liabilities efficiently. Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

CFO Talks

OCTOBER 25, 2023

It identifies 34 competencies structured within the four general roles of a CFO: Steward This role focuses on accounting, control, risk management, and asset preservation. It involves goal setting, strategic risk management, and a holistic perspective of the organization.

CFO 52

CFO Leadership Risk Management Strategic Planning 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 News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. One industry that tends to be recession-resistant is finance.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Global Finance

JUNE 9, 2025

Process optimization, improved customer service, automated risk management, automated fraud detection, and improved regulatory compliance are all areas of focus. Independent Fintech Labs Some innovation centers are unaligned with banks, VC firms, or economic development organizations. million (about $1.9

Startups 52

Startups Banking Compliance Investments 52

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. The ICC has called out its expectation for digitisation to drive sustainable development and economic growth.

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO Share

MAY 23, 2024

In the volatile world of small business financial management, staying afloat amidst economic fluctuations can feel like sailing into a perfect storm. CFO responsibilities extend beyond mere bookkeeping; they encompass financial planning, record-keeping, financial reporting, and risk management.

CFO 52

CFO Risk Management Cost Management Forecasting 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

CFO Network

FEBRUARY 14, 2024

They conduct in-depth economic analysis , helping you identify areas of improvement and untapped opportunities. Risk Mitigation Financial risks are inherent in any business. A Fractional CFO plays a crucial role in assessing and mitigating these risks. Cash Flow Optimization Cash flow is the lifeblood of any business.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Risk Management: Given the CFO’s role in identifying and mitigating risks, tasks related to safeguarding the company’s assets and financial health are critical.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Spreadym

JUNE 8, 2023

Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

E78 Partners

AUGUST 24, 2023

Rapid Growth: Scaling a business requires robust financial planning and management. An Interim CFO can provide the strategic insights needed to fuel growth while maintaining financial health. As highlighted in various industry reports and studies, the demand for Interim CFOs is on the rise.

CFO 52

CFO Leadership Restructuring Strategic Planning 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Boston Startup CFO

APRIL 3, 2023

Robust contingency plans and proactive risk management strategies help organizations navigate unforeseen disruptions and maintain operational resilience. Ensuring business continuity and sustainability is vital in the face of dynamic market conditions, global challenges, and evolving customer demands.

Accounting 52

Accounting Accounting Principles GAAP Startups 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

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. Risk Management: Skills in identifying, assessing, and managing financial risks are important.

Financial Planning and Analysis (FP&A) 59

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

The Charity CFO

JULY 19, 2024

Thus, the nonprofit CFO carries the most significant responsibility out of the three by overseeing the entire financial strategy and management of the nonprofit. They’ll need to provide strategic planning, financial forecasting, and risk management while working with the board of directors.

CFO 52

CFO Accounting Nonprofit General Ledger 52

CFO Talks

OCTOBER 1, 2024

Key Topics Discussed: Intangible Assets and Economic Growth: The significance of intangible assets such as software, data, intellectual property, and brand value in boosting productivity worldwide. The impact of intangible assets on long-term productivity and economic growth in South Africa.

Leverage 52

Leverage Investments Economics Accounting 52

Spreadym

JULY 3, 2023

This helps you understand the drivers behind these risks and opportunities and develop strategies to mitigate risks and capitalize on opportunities. Scenario planning enables proactive risk management and strategic decision-making, ensuring your business is prepared for various eventualities.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Quantitative Analysis 52

Barry Ritholtz

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money.

Profit and Loss 59

Profit and Loss Risk Management Marketing Banking 59

CFO Plans

APRIL 21, 2025

Founders and CFOs face the daunting task of realigning budgets while maintaining team morale amidst economic uncertainties. Start building a resilient financial future today with expert guidance Explore CFO Plans for tailored strategies.

Startups 52

Startups Risk Management CFO Communication 52

Global Finance

MAY 12, 2025

CaixaBanks recently launched Strategic Plan for 2025-2027 outlines an ambitious vision for the future, fully in line with the countrys determination to maintain leadership in digital innovation. Among many commitments, the plan earmarks 5 billion in investment towards AI, cloud computing, and automation.

Banking 64

Banking Technology Securities Strategic Planning 64