CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

JUNE 6, 2023

We also talk about how Adam almost didn’t land his first job with Equitable because he didn’t do well on his insurance exams and only lucked into the job because a newly-hired manager happened to need one more insurance producer to meet his own numbers, how, in the early stages of his career, Adam wanted to work with business owners and (..)

Concentration 84

Concentration Education Planning Compliance 84

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 91

Leverage Planning Education Investments 91

Future CFO

APRIL 22, 2024

He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. He explains that from his perspective, one of the biggest challenges is to evolve from where they were—considering how they have been educated in schools. Finance impacts the rest of the business.”

Finance 98

Finance Budgeting Accounts Payable Concentration 98

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 75

Planning Communication Education Leverage 75

CFO News Room

DECEMBER 21, 2022

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? The efforts have yielded record customer engagement. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

Nerd's Eye View

SEPTEMBER 19, 2023

What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging their firms by deeply understanding their business expectations, educating them on the transaction process, valuing their firm so they can get the best deal for them, and guiding and (..)

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Leadership Sales Education 63

The Charity CFO

NOVEMBER 20, 2023

Finally, when it comes to proactively planning for Giving Tuesday, numbers matter. Not only does the educational opportunity exist to share with them why Giving Tuesday is significant, but also the ability to leverage networks can act as one of the most powerful tools. Michelle gives some data points about raising money.

Nonprofit 52

Nonprofit Problem Solving Education CFO 52

PYMNTS

JANUARY 24, 2020

Phishing is always the number one cause of [security] incidents, not only for DocuSign, but also for every other company I’ve ever worked for,” Emily Heath, chief trust and security officer for electronic signature provider DocuSign , noted in a recent interview with PYMNTS. Phishing attacks often take one of two forms, Heath explained.

Education 52

Education Securities Leverage Numbers 52

CFO Thought Leader

JUNE 10, 2023

In the ensuing months at Redbox, Aronson dug into the numbers and began to educate others on the true economics of Blu-ray versus SD and the practices that optimized the buying and allocation of Blu-ray discs at Redbox. This is my number one priority these days.

CFO 52

CFO Education Prioritization Leadership 52

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 56

Advertising Leverage Education Finance 56

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 52

Advertising Leverage Education Finance 52

PYMNTS

NOVEMBER 16, 2020

KeyBank’s strategy for fighting APP fraud is twofold, consisting of customer education and back-end authentication procedures. Fighting Fraud Through Technology and Education. Educating customers on APP fraud is the first step toward preventing it, Kakani explained. How The Pandemic Makes APP Fraud More Pernicious.

Education 72

Education Securities Banking Leverage 72

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. ID theft, in general, is behind 80 percent of all banking industry credit card losses, he noted.

Leverage 78

Leverage Education Risk Management Communication 78

CFO Thought Leader

JUNE 15, 2023

Mike DePrisco has a background in higher education and previously worked at the Project Management Institute before joining the IMA. AI is expected to have a significant impact on the accounting department, and the IMA aims to help its members navigate and leverage new technologies to create positive outcomes for organizations and society.

Education 52

Education Leadership Finance Accounting 52

PYMNTS

NOVEMBER 23, 2020

A “Cloud Center of Excellence” will be constructed on AWS as part of the deal, organizing a collaborative build-out of a comprehensive education and certification initiative for over 3,000 Orange Business Services experts. Orange has also joined the AWS Channel Reseller Program, enabling it to resell AWS offerings to clients.

Technology 57

Technology Construction Education Leverage 57

PYMNTS

MAY 21, 2020

FIs are working on a number of technologies to fight these financial crime attempts, however. For this month’s Feature Story, PYMNTS spoke with Gould about why a multilayered defense system that leverages both employee education and AI is the most effective tool at protecting FI customers from bad actors. . About the Playbook.

Education 52

Education Leverage Banking Numbers 52

PYMNTS

NOVEMBER 6, 2020

The persona then for the non-attached over-indexes on age, income, education and geography, which should play well for the Walmart + subscription. It matches the income and education profile almost exactly. Geographically, around 40 percent live in either a rural area or a small town.

Entertainment 63

Entertainment Education Leverage Numbers 63

CFO Talks

MARCH 14, 2024

Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Ethoca , she said, “allows us to take a look and to educate each other when we [have] transactions [that] look fishy based on consumer behavior. The Fraud Factor.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

OCTOBER 30, 2020

Customers save debit and credit card information to their third-party payment accounts, enabling them to log into those accounts and have those payments charged to their cards without providing card numbers, card verification value (CVV) codes or other details to merchants.

Leverage 77

Leverage eCommerce Advertising Retail 77

Future CFO

DECEMBER 11, 2023

Lenders were put in a position to find ways to accommodate the increased number of digital transactions and ensure resiliency and uptime rise accordingly, said Yeo. “Digital payment methods such as InstaPay and mobile wallets such as GCash have seen massive surges in usage.”

Banking 98

Banking Finance CFO Leverage 98

The Charity CFO

NOVEMBER 30, 2023

A missing record or inaccurate numbers make it difficult for the auditors to verify financial transactions. Solution: Educate Organizational Leaders on Worker Classification Classifying workers can be confusing, but it’s worth taking the time to educate yourself and other organizational leaders on how to do it right.

Nonprofit 52

Nonprofit Auditing Compliance Education 52

Future CFO

SEPTEMBER 16, 2022

Test data management – Organisations can no longer use real production data for testing, development, quality assurance, or education, due to data privacy laws. Especially as companies seek to store sensitive data to leverage it for future commercial gain.

Compliance 98

Compliance CFO Leadership Leverage 98

PYMNTS

APRIL 2, 2020

billion by 2025, with banks of all sizes leveraging such capabilities. This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. When number crunching is needed, however, data analytics can help. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

JANUARY 3, 2019

The interaction point comes amid a steady flow of data as devices, software and the continuum of commerce itself all play across any number of apps. “A Perhaps with some education, the change could come a bit faster. A revolution is going on within our industry,” Jeronski said. “We

Education 75

Education Sales Leverage Retail 75

PYMNTS

OCTOBER 18, 2018

As of 2017, a little more than 600,000 Chinese students left the country to pursue their education overseas. million Chinese students enrolled in overseas higher-education institutions and, over the last 20 years, almost 5.2 or Canada — and that number is growing quickly, increasing by about 12 percent between 2016 and 2017.

Education 61

Education Banking Healthcare Leverage 61

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. When you can answer those three questions, you then have an ability to start to ask how we most effectively leverage video experience to affect the goal for that audience at that touchpoint.

Banking 116

Banking Communication Prioritization Leverage 116

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. Some examples include the number of manual financial processes, the accuracy of financial reporting and financial forecasts, the time taken for the month-end close process and so on.

Finance 52

Finance Benchmarking Leadership Communication 52

PYMNTS

MARCH 1, 2017

This week, Barnes & Noble Education made its announcement that it will be acquiring MBS Textbook Exchange, LLC (MBS) for $174.2 At present, MBS is responsible for the highest number of higher education virtual bookstores and is one of the top used textbook wholesalers. Barnes & Noble Education’s CEO, Max J.

Education 43

Education Leverage Sales Marketing 43

PYMNTS

MAY 4, 2020

These schemes have become all the more common during the COVID-19 pandemic because the number of Americans working remotely has increased. The situation has gotten so bad that the number of phishing sites used to launch attacks has increased by 640 percent, according to a recent report.

Securities 56

Securities Risk Management Education Leverage 56

PYMNTS

AUGUST 7, 2020

We saw significant upsurge in the number of signups — about five times growth in the first two months of Q2 versus Q1 for new registrations,” he said. “We The number of merchants recruited during the lockdown period pretty much doubled from what we had in January and February.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

PYMNTS

NOVEMBER 23, 2020

For now, Vosburg said some level of education is in order. Rather, many banks are becoming more strategic with digital efforts and can leverage their deep relationships and resources to find new revenue streams amid the trend toward open banking. He pointed to bill payments and identity verification as examples. “We

Nonprofit 117

Nonprofit Banking Financial Data Education 117

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Education is our secret weapon. We're not just number-crunchers; we're your partners in the voyage of financial discovery. I'm here to ensure you're always one step ahead.

CFO 52

CFO Communication Strategic Planning Education 52

The Finance Weekly

DECEMBER 30, 2021

Large companies are firmly embracing robotic process automation (RPA), leveraging sophisticated data analytics and visualization tools, and exploring the use of blockchain and other new technologies. Due to inadequate training, users aren’t leveraging the ERP system’s full capabilities. For example, could RPA benefit the team?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

PYMNTS

AUGUST 2, 2019

Bad actors, she said, are perennially on the hunt for sensitive information such as Social Security numbers and birth dates — not to mention bank account numbers — that can, in combination, be leveraged to drain funds. Such analysis can find red flags amid IP addresses, phone number prefixes and email domains.

Communication 79

Communication Education Securities Accounting 79

PYMNTS

MAY 25, 2020

The following Deep Dive explores the methods bad actors are leveraging to scam bank customers and the methods FIs are using to stem the tide of fraud. Education is a key weapon in banks’ arsenals to protect their customers from COVID-19-related scams. COVID-19-Related Fraud. Tapping Human Intelligence and AI. Several banks in the U.K.

Education 67

Education Banking Securities Accounting 67