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 Prioritization Leverage Healthcare 52

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

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 Prioritization Leadership 52

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 Prioritization Leverage 116

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 Prioritization Data Analysis 52

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

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 52

Planning Sales Forecasting Strategic Planning 52

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

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 9, 2022

Leverage that self-awareness to make sure you’re not infecting your audience. Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. So, I prioritized their need to get the most applicable information from my presentation over my desire to tell interesting stories. Is it growth? Opportunity?

Prioritization 130

Prioritization Leadership Education Leverage 130

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

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

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

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

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 106

Leadership Investments Profit and Loss Technology 106

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

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 Education 40

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

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 Manufacturing Marketing 130

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

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 Math 130

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