CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

Marketing 98

Marketing Prioritization Planning Education 98

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. These include SAP RISE, SAP GROW, Digital Discovery Assessment (DDA), SAP Signavio, and Clean Core.

SAP 99

SAP Reconciliations Leverage Prioritization 99

PYMNTS

DECEMBER 14, 2020

“The organizations that are doing it better are starting to provide more of a filtering mechanism to expose information in a way that’s most relevant to the individual, and then leveraging better media to make it that much more impactful.”.

Banking 116

Banking Communication Leverage Prioritization 116

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. So it makes sense to leverage the systems, the processes and technology that have been built over a long time and successfully operate at scale” within legacy banks.

Compliance 108

Compliance Prioritization Securities Banking 108

CFO Thought Leader

JULY 19, 2024

Tal’s path, starting from his finance education at the University of Chicago and Tel Aviv University, through various roles at Intel Capital, BCG, Facebook, and Milio, provided him with a broad perspective on financial operations and corporate development.

Leverage 40

Leverage Finance Invoicing Forecasting 40

CFO Leadership

APRIL 10, 2023

Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. Run exercises and practice drills until similar circumstances come up and put the plan into place. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Additionally, I am excited about the potential of cross-disciplinary collaborations, particularly in areas such as education, professional finance and Information Technology, where AI can significantly improve outcomes.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. Key Takeaways: 1. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.

Treasury 52

Treasury Technology Prioritization Budgeting 52

Global Finance

JUNE 9, 2025

They also receive access to senior TEB executives, regulatory education, and insight into best practices, to help make products both compliant and commercially viable. As part of this work, the lab proposes, prioritizes, and builds new solutions to address core customer problems.

Startups 52

Startups Banking Compliance Technology 52

PYMNTS

MARCH 2, 2020

Banks worldwide are leveraging various tools and technologies as they move toward digital-first branch locations. Employees interacting with customers off-site or at branch locations can also use a mobile banking demonstration to educate customers, Süzer said.

Prioritization 67

Prioritization Banking Accounting Education 67

CFO Thought Leader

JULY 22, 2024

In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. Josh Schenker may well be the only CFO we’ve interviewed who claims to have dropped out of high school—which he actually did, sort of. and Cluster.

CFO 52

CFO Advertising Education Finance 52

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

CFO 52

CFO Prioritization Leverage Risk Management 52

PYMNTS

MAY 2, 2018

PayPal will be hosting and sponsoring a variety of events with organizations that prioritize small business communities, including the Association for Enterprise Opportunity, Bunker Labs, Kiva, SharpHeels and Walker’s Legacy. The events will take place in Atlanta, Chicago, Houston, Minneapolis, Omaha, Oakland, Portland (Ore.), Washington D.C.

Prioritization 41

Prioritization Education Leverage Securities 41

Collectiv

FEBRUARY 2, 2022

By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year. 27% of companies attribute adoption success to leveraging power user groups, or PUGs, to encourage adoption across their teams. Host Continuing Education Workshops.

Education 52

Education Benchmarking Data Analysis Prioritization 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. These can include galas, auctions, walks, and many other exciting fundraising ideas.

Nonprofit 52

Nonprofit Prioritization Communication Planning 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. She would subsequently join Redbox’s strategy team after having completed an MBA degree.

CFO 52

CFO Education Leadership Prioritization 52

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. This involves educating employees about the importance of risk management and encouraging them to report potential risks. Leverage Technology Technology can be a powerful ally in risk management.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. However, education and mentorship are also important for developing specific skills. They leverage their financial acumen to enhance business performance and shareholder value.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Simplified

MARCH 11, 2024

This is a low hanging fruit and quick hit with lots of leverage. Clear performance metrics and goals should be defined, aligned with each of the company’s strategic objectives, and prioritized so not only the right “ingredients” are chosen but the whole “recipe” works together. Incentive Plans. Health and Welfare Plans.

Communication 52

Communication Leverage Prioritization Planning 52

PYMNTS

FEBRUARY 15, 2018

Many SMBs prioritize attributes of their bank beyond the rewards and pricing that community banks are well-positioned to address — including personalized service, local presence and involvement and convenience. To help community banks understand all their options in the payments space, ICBA Bancard’s efforts focus on education.

Banking 47

Banking Education Prioritization Startups 47

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. The final 13% of those surveyed identified as “Laggards”, working at firms that do not make technology a priority or leverage what they already have.

Planning 130

Planning Auditing Investments Securities 130

Future CFO

JANUARY 8, 2023

Organisations will take several approaches to do this, such as relaxing formal education and experience requirements in job postings and reaching out directly to internal or external candidates from nontraditional backgrounds.

Benchmarking 52

Benchmarking Prioritization Auditing Education 52

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

OCTOBER 24, 2019

The cost of employees using their personal cards far outweighs the benefits, so it’s crucial to have clear corporate card usage requirements and to educate employees about why corporate card usage works in both the organization’s and their favor.”. Visa Targets High-Spenders.

B2B 40

B2B Startups Prioritization Cash Management 40

The Finance Weekly

MAY 5, 2024

Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills. Prioritizes data significance, acknowledging market dynamics, evolving industry landscapes, and trend analysis. Integrates data analytics for deeper insight into customer preferences and actions.

Planning 72

Planning Sales Forecasting Strategic Planning 72

The Finance Weekly

JULY 31, 2023

Nicholas Boucher, a Finance Leader and Educator also participated in the webinar. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies. Another application gaining traction is leveraging AI for scenario analysis.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., They’re reaching out to you to come in and do education. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

Barry Ritholtz

MARCH 4, 2025

And I also wanted to make sure that I was going somewhere that would really leverage the quantitative skills that I was acquiring at Chicago. And so while I was, you know, good enough to be in a small company, I was not gonna be an A BT and I didn’t wanna totally give up my education. American Ballet Theater.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. We’re going back now.

Leadership 111

Leadership Investments Profit and Loss Technology 111

CFO News Room

NOVEMBER 1, 2022

Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. I pay for their continuing education. So, that’s not a question I hear from a lot of firms on the intake process. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

Barry Ritholtz

FEBRUARY 17, 2025

So I had some experience in Africa that was able to leverage for this role. So to use the example of the tech crackdown and, and I’ll extend that to also the education sector crackdown that proceeded it. And like what do you prioritize? So my original focus was Sub-Saharan Africa. So what are we trying to solve for?

Investments 59

Investments Economics Marketing Benchmarking 59

CFO News Room

DECEMBER 23, 2022

email and phone), advisors looking to convert more referrals to clients can consider using not only a personalized email and a phone call, but also sending a free report or white paper, or perhaps an educational video, ultimately making seven contacts within 28 days.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

Global Finance

MAY 6, 2025

More broadly, the banks clients utilize the VAM services in the real estate, insurance, hospitality, education, and nonprofit sectors to streamline operations. The bank is also leveraging AI to provide more tailored services, including personalized financial recommendations and automated credit-risk assessments based on customer behavior.

Banking 52

Banking Cash Management Finance Leverage 52

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. We need to educate and attract talent to the industry. Which we are at Orion.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

JANUARY 14, 2025

I always assumed it was the opposite that alright, they’re, you know, like the 1 30 30 funds or whichever variation you’re looking at, I always assume that they’re leveraged up and even if they’re long, short, all that money’s put to work. You’re saying that’s not the case? A lot of costs built in.

Investments 59

Investments Finance Profit and Loss Numbers 59