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.

Prioritization 79

Prioritization Marketing Planning Education 79

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. Many new-to-the-workforce employees are struggling: 51% of Gen Z employees say that their education has not prepared them to enter the workforce.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Education 81

Education Concentration Prioritization Finance 81

Nerd's Eye View

AUGUST 15, 2023

We also talk about why, despite sales being a bit of a taboo within the advice industry, Jim views embracing sales as an essential part of building a high-quality fee-only financial advice business, how Jim built his financial planning business to prioritize work/life balance and transitioned his company to remote meetings long before it was the norm (..)

Leverage 92

Leverage Prioritization Sales Education 92

Strategic Treasurer

NOVEMBER 7, 2022

Both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years. Consider how both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years.

Forecasting 52

Forecasting Prioritization Treasury Education 52

Strategic Treasurer

JULY 7, 2022

Proper prioritization requires insights, and insights require visibility across cash, accounts receivable, inventory, and accounts payable. Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Accounts Payable 93

Accounts Payable Prioritization Leadership Education 93

CFO News Room

JANUARY 13, 2023

Underwriters are institutional or private funders who provide “big bet” support to major institutions (often cultural, medical, or educational), civic groups, or favored causes based on long-standing interests, values, or personal experience. Their financial support can be provided directly or through a range of trusted individuals.

Prioritization 130

Prioritization Communication Leverage Leadership 130

PYMNTS

OCTOBER 5, 2020

It allows users to select and prioritize their financial goals in areas like finances, family, health, home, work, leisure and giving, according to the release. The Life Plan program also works with Bank of America's Better Money Habits program, a free financial education program, the release stated.

Planning 84

Planning Prioritization Education Budgeting 84

PYMNTS

JANUARY 8, 2021

TCH currently has a few different work groups and committees that help guide its understanding and prioritizing of a limit increase, which has already been done in many countries around the world. “We First is continuing education about the payments ecosystem as an experience.

Cash Flow Forecasting 139

Cash Flow Forecasting Banking Education Reconciliations 139

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 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 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.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO News Room

JANUARY 11, 2023

As 2023 begins, state and local governments should prioritize spending relief funds on three critical areas that are incredibly important for the welfare of children and families: rebuilding the public sector. Fully half those losses are in K-12 public education. less than comparable college-educated, non-teaching peers.

Education 130

Education Investments Prioritization Economics 130

CFO News Room

DECEMBER 7, 2022

On election day, Illinois voters approved a constitutional amendment guaranteeing all workers organizing and collective bargaining rights, setting a new high bar for state labor policy at a moment when policymakers should prioritize empowering workers to address historic levels of income inequality and unequal power in our economy.

Prioritization 130

Prioritization Economics Education Manufacturing 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

Future CFO

OCTOBER 24, 2023

NFT mass adoption will be supported by customer education and the adoption of general web3 elements and functionalities. Current adverse macroeconomic environment is making companies re-prioritize their efforts and investments into more core businesses to the detriment of exploring new ways of growth through NFTs.

Prioritization 52

Prioritization Education Securities Economics 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

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. Along the way, we educated the leadership team on the skills needed for this important position.

CFO 52

CFO Leadership Prioritization Education 52

PYMNTS

SEPTEMBER 25, 2018

What is surprising is that Protiviti’s research concluded CFOs are not prioritizing some of the technologies they could use to achieve their goals in data analytics and security. For example, 72 percent of CFOs rated their prioritization of virtual currencies to be between levels one and three. ”

Prioritization 67

Prioritization Corporate Finance Education Finance 67

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 88

Planning Problem Solving Profit and Loss Prioritization 88

CFO News Room

FEBRUARY 2, 2022

The rule also encourages state and local governments to spend the fiscal relief rapidly and directly, prioritizing economic recovery and equity. Black women make 11% to 27% less than white men in essential jobs like education, medicine, and child care, and Black and Hispanic workers are less likely to be able to telework.

Treasury 130

Treasury Economics Education Prioritization 130

CFO Simplified

MARCH 11, 2024

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. and consider implementing claw back provisions for formal education to maximize employee retention.

Communication 52

Communication Prioritization Leverage Healthcare 52

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. Develop PUGs to support other users, oversee aspects of your implementation, spread the word on new or updated features, and host events or continuing education trainings.

Education 52

Education Benchmarking Prioritization Data Analysis 52

PYMNTS

SEPTEMBER 15, 2020

Having multiple acquirers is an important risk mitigation tool for merchants, but according to Metodieva, merchants aren’t always prioritizing the diversification of their banking solutions. must constantly educate and keep themselves up to date with the latest requirements,” explained Metodieva. Diversifying Risk.

B2B 119

B2B Risk Management Compliance Prioritization 119

CFO Share

MARCH 13, 2023

Controls such as separation of duties and hacker education reduce the risk of fraud and embezzlement. Prioritize payments Prioritize payments to ensure that critical suppliers are paid on time and avoid late fees or penalties, while less critical suppliers are deferred if required by cash constraints.

Accounts Payable 40

Accounts Payable Accounting Prioritization Healthcare 40

PYMNTS

SEPTEMBER 18, 2020

Yet as these businesses expand across borders, their cross-border payment strategies must prioritize a local experience for the end-user, says Sebastián Kanovich , Chief Executive Officer at dLocal. But the principle remains the same, said Kanovich: don’t focus on educating a consumer on a new payment technology.

Marketing 101

Marketing Prioritization Education eCommerce 101

CFO Leadership

APRIL 10, 2023

Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. Be accessible. Employees need access to information 24/7/365 through multiple avenues. Leverage tools that provide omnipresent support should disruptions occur. Be personal. That last bullet is particularly important.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CSC Advisors

DECEMBER 4, 2022

From there, you can make a more educated decision. From there, you can make more educated decisions to prioritize what you want and how you're going to get there, starting with the right lender. In order to ensure this, you need to know your lender before you make a decision. But how can you really get to know the lender?

Finance 52

Finance Budgeting Education Prioritization 52

PYMNTS

OCTOBER 4, 2019

Businesses are becoming more aware of tech-enabled solutions and prioritizing tools that can help them work smarter — and not harder. And, with innovation and education, FinTechs such as AvidXchange are helping businesses tap into the latest accounts payable innovations as they become more aware of emerging technologies.

Technology 56

Technology Accounts Payable Invoicing Education 56

PYMNTS

SEPTEMBER 15, 2019

“In the nearly three months since the intent to launch the Libra network was announced, we have prioritized engagement with regulators and policymakers around the world,” Libra told FT. “We

Prioritization 49

Prioritization Education Banking Planning 49

PYMNTS

NOVEMBER 27, 2020

Firms are also prioritizing security as they transact online more heavily as well. Some parents are aiming to educate their children about finances by giving them spending money without worrying about providing payment methods that could boost their risk of COVID-19 infection. Around The Next-Gen Debit World.

Securities 78

Securities Prioritization eCommerce Education 78

PYMNTS

MAY 16, 2019

More workers prioritized flexibility (38.4 Nonseasonal gig workers have different motivations and they are likely to be seeking different work than seasonal workers because they also have higher levels of education. They are now more likely to be highly educated and seeking flexibility and nonseasonal work than in the past.

Education 76

Education Prioritization Entertainment Finance 76

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. One recent example of a response to the proliferation was the inclusion of a long-fought anti-money laundering (AML) provision within the recently passed defense spending bill in the U.S.

Compliance 108

Compliance Prioritization Securities Banking 108

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. Asif Masani , FP&A Manager, Coursera and FP&A Educator. It's also where you'll find CFOs in a private setting, discussing jobs, careers, various challenges, and needs for processes and automation. Why you might ask?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

CFO News Room

NOVEMBER 18, 2022

Though much work remains to be done to enact a progressive economic agenda, this midterm election showed clear signs of support for a policy agenda that prioritizes economic, racial, and gender justice for working families. Nebraska: Voters approved Initiative 433, which will increase the state’s minimum wage to $15 by 2026.

Economics 130

Economics Construction Prioritization Transportation 130

CFO Thought Leader

OCTOBER 3, 2023

Jack Sweeney “Prioritize learning and embrace a nonlinear, nontraditional path, even if it then takes you a bit longer to “climb the ladder.” He concludes: “Some obstacles just have to be respected and resolved.” ” Don’t be afraid to take a small step backward to make a big step forward.

CFO 52

CFO Leadership Prioritization Entertainment 52