Planful

SEPTEMBER 29, 2016

The event featured presentations by a number of leading healthcare providers and consultants. Aspen Dental Using the Cloud to Improve Financial Planning and Reporting. The changes in healthcare are driving a new relationship between the plans, hospitals, and physicians. Improving Agility in Healthcare.

Healthcare 40

Healthcare Financial Planning and Analysis (FP&A) Finance Planning 40

The Finance Weekly

FEBRUARY 22, 2025

Budgeting & Forecasting - Automate budgeting processes and generate real-time financial forecasts based on live data. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies. Healthcare Supports compliance and regulatory reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

The Charity CFO

MARCH 16, 2022

Theresa is an experienced leader in accounting and financial reporting, budgeting, and analysis, with an extensive finance career in the healthcare supply chain industry. Theresa Guest is joining The Charity CFO team in the role of Accounting Manager.

CFO 98

CFO Accounting Nonprofit Auditing 98

E78 Partners

APRIL 23, 2025

Scalable Growth : Unified datasets support AI-driven strategies for add-on acquisitions, particularly in fragmented sectors like technology and healthcare, where $1.4 trillion in dry powder fuels consolidation.

Auditing 52

Auditing Compliance Healthcare Forecasting 52

The Finance Weekly

OCTOBER 29, 2024

Example Imagine you manage a conglomerate called TPD Corporation, which has three main divisions: healthcare, entertainment, and logistics. First, identify the divisions you want to evaluate—in this case, the Healthcare, Entertainment, and Logistics segments. Ensuring financial reports are accurate and meet regulations.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

PYMNTS

SEPTEMBER 17, 2019

The would-be chief operating officer of healthcare workflow management startup OrbCare pointed to financial mishandling and lack of oversight behind the company’s financial troubles, which have led the firm to seek a buyer while it wavers at the point of bankruptcy, BetaKit reported Sunday (Sept.

Healthcare 51

Healthcare Invoicing Startups Financial Reporting 51

The Charity CFO

JULY 30, 2024

Many of those who have gone through their program will end up in healthcare, IT, trades and advanced manufacturing. 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 98

Nonprofit Leadership Education CFO 98

The Charity CFO

OCTOBER 1, 2024

Jennifer is at the top of her game, helping healthcare, senior living, and nonprofit organizations implement vision and data-driven strategies to assist with their growth. Do You Struggle to Make Sense of Your Financial Statements? Welcome to another Modern Nonprofit Podcast , with our host as always Tosha Anderson!

Strategic Planning 84

Strategic Planning Nonprofit Planning Leadership 84

VCFO

JUNE 29, 2023

Restoring and Ensuring Effective Nonprofit Finance Practices Decades ago, healthcare trailblazer Sister Irene Kraus moved her mantra of “No Margin. A CFO will evaluate financial performance, and bring attention to potential issues. No Mission.” into the limelight.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Plans

AUGUST 9, 2024

Tip: Regularly review financial reports with your outsourced CFO to identify areas for cost savings and revenue growth. Cloud accounting services provide businesses with real-time access to their financial data, enabling more agile decision-making. Transform your financial practices with cloud accounting services.

Accounting 52

Accounting Tax Planning CFO Startups 52

Global Finance

JULY 29, 2024

The NYSE-listed Weave connects patients and providers for appointments, forms, payments, and feedback with a SaaS platform for small- and medium-sized healthcare businesses in the US and Canada. Taylor has been Weave’s CFO since 2016, bringing nearly two decades of experience to the role. Global Finance: You have served at various companies.

CFO 52

CFO Strategic Planning Finance Healthcare 52

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Imagine reviewing your financial reports while on a business trip, ensuring you never miss a critical update.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

PYMNTS

FEBRUARY 27, 2020

Stories about Americans’ increasing debt load have become something of a recurring theme in financial reporting. credit card debt hit an all-time high of $930 billion, higher than the previous peak hit just ahead of the financial crisis of 2008. About two weeks ago, U.S.

Healthcare 52

Healthcare Education Planning Banking 52

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. Proper revenue recognition is a core accounting principle that ensures proper financial reporting, ensuring that you remain compliant and maintain donor confidence.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

The Charity CFO

DECEMBER 20, 2023

She shares how Mergers & Acquisitions in pervious healthcare role taught her about operational due diligence. Before a healthcare entity was willing to merge/acquire a new entity, they would complete operational due diligence to understand: How does the organization function? Get the free guide!

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

The Charity CFO

JANUARY 12, 2024

Nonprofits Require Extensive Legal and Accounting Compliance Nonprofits are subject to several layers of federal and state laws and financial reporting standards. But if you’re ready to take the plunge and learn more about the backend and financial requirements for starting a nonprofit, reach out to our team at The Charity CFO.

Nonprofit 52

Nonprofit CFO Healthcare Education 52

PYMNTS

DECEMBER 27, 2019

One such firm is management and distribution company Sysco , which distributes food and beverage products to restaurants, healthcare and educational facilities. Companies are operating at greater scale and levels of financial complexity than ever before.

Compliance 52

Compliance Healthcare Education Accounting 52

The Charity CFO

FEBRUARY 7, 2024

His thought was simple, if only they could problem solve and fix the water crisis, then they would ultimately eliminate existing healthcare problems because of the lack of water. Do You Struggle to Make Sense of Your Financial Statements? You can find Tosha and the Charity CFO team on Youtube or our website, thecharitycfo.com !

Nonprofit 78

Nonprofit Problem Solving Economics CFO 78

Collectiv

MAY 22, 2023

One healthcare organization used about half a dozen planning tools, but many of its employees still spent a lot of time meshing data. Using Power Apps, we helped a healthcare organization create an app for doctors to enter referrals. Collectiv helps teams identify core needs for these apps and create a plan to bring them to life.

Forecasting 52

Forecasting Planning Healthcare Sales 52

The Charity CFO

DECEMBER 27, 2023

Joint Ventures and Tax Implications Many nonprofits partner with for-profit entities to help advance their mission with the financial backing of their partner. For example, a mental health organization might create a joint venture with a for-profit healthcare system to establish mental health facilities in underserved areas.

Nonprofit 52

Nonprofit Profit and Loss Communication CFO 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

DECEMBER 7, 2023

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. Based out of St. You can find The Charity CFO team on Youtube or our website, thecharitycfo.com !

Nonprofit 52

Nonprofit Auditing Budgeting CFO 52

The Charity CFO

DECEMBER 27, 2023

With a group health plan, you’ll work with an insurance company or healthcare provider to purchase a health plan and then offer employees the chance to join the plan. Do You Struggle to Make Sense of Your Financial Statements? Another great way to provide health coverage for employees is through a Health Savings Account (HSA).

Nonprofit 52

Nonprofit Budgeting Profit and Loss Transportation 52

CFO Talks

OCTOBER 19, 2022

After independence, the founders of the organisation then realised that there was still a gap in terms of access to education and healthcare in previously disadvantaged communities, then they started doing work in the health and education sectors.

CFO 52

CFO Education Finance Accounting 52

Lime Light

SEPTEMBER 17, 2024

Vena Solutions is a widely recognized financial planning and analysis (FP&A) tool for budgeting, forecasting, and reporting. However, it has certain limitations that lead users to seek alternatives.

Financial Planning and Analysis (FP&A) 40

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

Onplan

NOVEMBER 30, 2022

Adaptive is one option companies use for modeling, budgeting, forecasting, and financial reporting. In addition to offering financial and sales planning solutions, Workday Adaptive also caters to workforce and operational planning needs. Automated reporting also enforces compliance with GAAP and IFRS standards.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

SEPTEMBER 12, 2022

percent and diversification across sectors like healthcare, even infotech is in there because — and you have some infotech companies that are now durable demand, that’s the part of the market where from an equity standpoint we’re — we’re very comfortable maintaining that exposure. RITHOLTZ: Right.

Investments 118

Investments Marketing Profit and Loss Banking 118

The Charity CFO

FEBRUARY 5, 2025

During his recovery, he realized there was a significant gap in rehabilitative care, even in Canada’s supposedly comprehensive healthcare system. Hit The Ground Running aims to provide trauma survivors with the same level of support Brandon received, filling the gap left by insurance limitations and inadequate healthcare provisions.

Nonprofit 52

Nonprofit Healthcare CFO Leverage 52

PYMNTS

AUGUST 16, 2019

“GE operates at the highest level of integrity and standards behind its financial reporting,” the company continued. In 2015, BMO Financial Group acquired GE Capital’s transportation finance unit, and Capital One acquired its healthcare finance operations.

Accounting 50

Accounting Healthcare Transportation Finance 50

The Finance Weekly

FEBRUARY 8, 2023

Brian Berning | Experity , Brian Berning was named CFO of Experity, an on-demand healthcare provider. This includes utilizing cloud-based solutions, automating manual processes, and implementing real-time analytics tools to gain deeper insights into financial data. Prior to that, Berning was CFO at Great Call and Human Longevity.

CFO 52

CFO Prioritization Finance Communication 52

Barry Ritholtz

JUNE 20, 2023

How do you go from that to being a financial columnist? GRETCHEN MORGENSON, SENIOR FINANCIAL REPORTER, NBC NEWS INVESTIGATIVE UNIT: Okay. Now, They have seized on healthcare as a huge industry to really dive into, to invest in. MORGENSON: Well, as you know, healthcare was a disaster. I was a secretary.

Healthcare 58

Healthcare Finance Marketing Retail 58