E78 Partners

JUNE 16, 2025

If those systems remain siloed post-close, leadership may lack accurate data for key decisions, and finance teams could be stuck reconciling figures manually. A structured communication and change management plan, anchored by leadership alignment and transparent messaging, can reduce attrition and protect institutional knowledge.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leadership Profit and Loss Communication 52

CFO Talks

MARCH 28, 2025

Advancing Organisational Excellence Through Performance Management with Meriam Ben Boubaker Redefining Performance Management in a Globalised Economy In an increasingly interconnected and sustainability-driven economy, performance management has become far more than tracking financial KPIs.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

Bramasol

MAY 13, 2024

Its primary role is to oversee and regulate the auditing of public companies to protect investors' interests and ensure the integrity of financial reporting. Standard-Setting: It plays a role in setting and updating auditing standards to enhance the quality of audits and financial reporting.

Auditing 95

Auditing Compliance SAP Accounting Standards 95

Generation CFO

JANUARY 5, 2022

But it was important to go back to basics of financial reporting to ensure stakeholders had the right information to make faster and better decisions.”. It’s also about educating and training people to see the benefits of automation and optimisation for themselves. I don’t think many people even knew who I was in the early days!

Finance 197

Finance Budgeting Corporate Finance Accounting 197

The Charity CFO

APRIL 20, 2025

Think of every platform as its own mini-stage where your nonprofit can show up, educate, inspire, and connect. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Get the free guide!

Nonprofit 66

Nonprofit Marketing CFO Communication 66

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Financial Reporting Cash Flow Forecasting Budgeting 40

CFO News Room

DECEMBER 16, 2022

CFOs are some of the highest-paid finance professionals because they have experience and networks and excel at financial leadership. Financial Manager. Out of all the finance jobs available to college graduates, financial managers are some of the highest-paying, with high demand for workers in this field.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Leadership

OCTOBER 10, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. For instance, could financial statements generated by ChatGPT withstand audit scrutiny? His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency.

Accounting 95

Accounting Finance Auditing IFRS 95

CFO Talks

OCTOBER 25, 2023

The journey from a Chartered Accountant (CA) to a Chief Financial Officer (CFO) is a transformative one, requiring a shift from technical expertise to strategic leadership. The Certified Financial Officer (SA) designation offered by CIBA provides a comprehensive competency framework to guide this transition.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

The Charity CFO

JULY 19, 2024

Comparing the Roles of Bookkeeper, Accountant, and CFO Bookkeepers, accountants, and CFOs all play important roles in the financial health of an organization. Each role provides a unique set of skills and fills various financial needs of an organization. Learn more about our nonprofit financial services by contacting us today !

CFO 52

CFO Accounting Nonprofit General Ledger 52

CFO Thought Leader

JULY 31, 2024

His post-retirement work focused on improving cost management practices and advocating for better education for management accountants, reflecting his dedication to enhancing financial practices. In order to find out what’s really going on, you have to go out and talk to people.

Finance 52

Finance General Ledger Education Accounting Standards 52

The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. The financial piece of this is the mission of The Charity CFO.

Nonprofit 52

Nonprofit CFO Leadership Education 52

The Finance Weekly

JANUARY 22, 2024

Attend board meetings and provide detailed financial reports and recommendations to company leadership. Training To prepare for this role, individuals typically undergo a combination of formal education and on-the-job training in lower-level positions. Prepare quarterly and annual tax filings.

CFO 52

CFO Education Communication Risk Management 52

Future CFO

MAY 5, 2024

Boardroom leadership, including chief financial officers, needs to manage artificial intelligence risks to drive trust, according to the Association of Chartered Certified Accountants. Financial leaders and controllers will have to be confident about the adequacy of oversight and controls of AI systems.

Risk Management 52

Risk Management Leadership Auditing Finance 52

Future CFO

MAY 2, 2023

Is the company looking to improve the accuracy of its financial reporting, or to increase the efficiency of its financial close processes? Alternatively, are they looking at reducing costs related to financial processes? These metrics need to be concrete, measurable and directly linked to transformation outcomes.

Finance 52

Finance Benchmarking Communication Education 52

The Charity CFO

APRIL 23, 2024

Only Make Believe (OMB) is a 501c3 organization that creates interactive theater environments for children in hospital, special education, and care facility settings. When talking with Tamela, we hear a powerful message from her leadership experience within the organization and when it comes to serving others.

Nonprofit 52

Nonprofit Leadership Problem Solving Education 52

Global Finance

JULY 31, 2024

For example, AI can identify when a customer’s transaction history after a certain date is no longer required for financial reporting and automatically schedule its deletion, complying with data retention regulations. Ajay has more than 25 years of experience across Financial Services and Insurance.

Banking 64

Banking Leadership Securities Budgeting 64

The Charity CFO

FEBRUARY 27, 2023

The major tasks of a treasurer can be summed up as follows: Operations management Oversight and compliance Strategic decision-making Operations management The operational tasks of a treasurer concern financial management. These tasks include organizing financial data into helpful reports to be presented to the other board members.

Nonprofit 52

Nonprofit Compliance CFO Leadership 52

CFO Talks

OCTOBER 22, 2024

Make sure you’re up to date with any changes to tax, labor, or financial reporting regulations. This includes having clear approval processes, regular audits, and transparent financial reporting. Training and Education : Provide training to your teams on the basics of risk management.

CFO 52

CFO Risk Management Education Communication 52

The Charity CFO

MAY 9, 2024

Outside of a Doctorate in Clinical Psychology with a Masters degree in Christian Leadership, Dr. White also has a Masters degree in Mind, Brain, and Education from Harvard University. She is the founder of The Executive Shaman and founder of Free Leadership, Inc. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Leadership Startups Education 52

Future CFO

JULY 8, 2024

The interview is part of the Female Leadership in Finance Series. After this, I found immense satisfaction in developing a team dedicated to optimising audit effectiveness and efficiency while fostering a deep understanding of financial reporting standards within a practical context. What’s your career goal now?

Auditing 52

Auditing Leadership Compliance Communication 52

The Charity CFO

DECEMBER 23, 2024

Number of Beneficiaries Served Example A nonprofit provides educational programs to 500 students in a year. Do You Struggle to Make Sense of Your Financial Statements? Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. Steward (Guardian): Safeguarding Assets and Compliance This role is vital for maintaining trust with stakeholders and ensuring the financial health of the organization. Overall, respondents found experience to be the best way to develop competencies.

CFO 52

CFO Compliance Performance Measuring Education 52

The Finance Weekly

OCTOBER 13, 2021

Compliance: Abide by laws regarding environmental regulations, financial reporting, etc. Financial controllers can also proactively develop risk mitigation strategies based on their own analyses. 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

Future CFO

AUGUST 7, 2024

Orchestration at this level includes education, influencing, execution project management and performance reporting and other." "As Ho says leveraging their financial expertise to provide IT with a clear business case for technology initiatives can help to maximise the return on these investments. "We

Data Analysis 98

Data Analysis CFO Budgeting Performance Measuring 98

CFO Leadership

OCTOBER 18, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. For instance, could financial statements generated by ChatGPT withstand audit scrutiny? His expertise spans financial leadership and strategy, finance automation, data science, and operational efficiency.

Accounting 52

Accounting Finance Auditing IFRS 52

The Charity CFO

AUGUST 21, 2023

At the same time, paint a picture of the organization’s financial goals and needs in the future. Educating Donors It’s also vital to educate donors and other sources of financial support about the reason behind the large sums of money sitting in operating reserves. Get the free guide!

Nonprofit 52

Nonprofit Communication Education CFO 52

The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This is the minimum educational requirement for most nonprofit finance director positions. Leadership And Management Skills.

Nonprofit 52

Nonprofit Finance Strategic Planning Budgeting 52

The Charity CFO

DECEMBER 7, 2023

leadership position at a nonprofit organization is to have a dependable board. Do You Struggle to Make Sense of Your Financial Statements? Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Get the free guide!

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52

CFO Talks

SEPTEMBER 6, 2022

Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation, designations and financial reporting. So I think that’s my main concern.

Auditing 52

Auditing CFO Education Math 52

The Charity CFO

AUGUST 28, 2023

Take the time to educate them on the committee’s role and responsibilities. This offers critical insight into the organization’s financial landscape. Encouraging Thought Leadership You’ve selected these members for their experience and guidance – now, make sure they use it! Get the free guide!

Nonprofit 52

Nonprofit Problem Solving Finance CFO 52

The Charity CFO

JANUARY 5, 2023

Maintaining healthy financial management is critical for the organization’s sustainability, stability, and flexibility, now and in the future. Poor financial reporting. Educate the staff and board on critical issues triggered by certain gifts. Financial management is an organization-wide effort.

Nonprofit 52

Nonprofit GAAP Budgeting Auditing 52

Future CFO

MAY 5, 2025

These shifts are setting new standards and expectations for finance professionals, positioning them as integral contributors to strategic leadership within organisations." "Ongoing regulatory changes across the Asia-Pacific region also raise the complexity of compliance, risk management, and governance.

Finance 52

Finance Reconciliations Compliance Communication 52

Future CFO

MAY 16, 2024

Lim says this gap can be attributed to several factors, including the need for more robust policy frameworks, consistently adopted taxonomies, greater awareness and education on corporate sustainability, and the demand for innovative sustainable financing solutions tailored to the diverse needs of businesses across Southeast Asia.

Finance 52

Finance IFRS Construction Education 52

The Charity CFO

JULY 10, 2023

They’re focused on “public good” activities, like: Educational Scientific Religious Sports Public safety Etc. Our skilled financial professionals will help you assess your situation, plot your future financial plans, and make a choice that will form a solid foundation for years of nonprofit work to come.

Nonprofit 52

Nonprofit Education CFO Financial Reporting 52

The Finance Weekly

JUNE 17, 2024

Loading new data into the application is straightforward, enabling the timely generation of reports and analyses for senior leadership on a monthly or quarterly basis. This streamlined process allows an immediate transition to financial reporting and analysis.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MAY 8, 2023

Success in this type of fundraising strategy requires nonprofits to educate donors on the benefits of planned giving and to provide them with clear information about how to make a planned gift. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit 52

Nonprofit Prioritization Communication Planning 52