CFO Plans

NOVEMBER 18, 2024

These elements ensure all stakeholders are informed and involved, key to cultivating a culture of transparent financial management. Implementing strong corporate financial governance ensures that financial disclosures are both trustworthy and reliable. This ensures stakeholders remain informed and engaged.

Communication

E78 Partners

FEBRUARY 5, 2025

Achieving this requires a comprehensive approach encompassing strategic alignment, leadership integration, operational efficiencies, and financial optimization. The aim is to leverage the efficiencies of scale that come with being part of a larger portfolio.

Leadership

The Charity CFO

JANUARY 29, 2025

Book a FREE consultation here 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. If you need help with your accounting and bookkeeping, lets talk.

Nonprofit

E78 Partners

MAY 29, 2025

Beyond Financial Reporting: Four Pillars of Strategic CFO Impact 1. Technology-Enabled Operational Excellence Today’s PE-backed CFOs are leveraging advanced analytics and automation to drive operational efficiency at unprecedented scales.

CFO

CFO Talks

JANUARY 8, 2025

Leverage Technology for Efficiency In the face of economic challenges, efficiency becomes critical. For example, financial reporting software can provide real-time visibility into your company’s performance. Instead of waiting for monthly reports, you can spot trends as they happen and act quickly.

Economics

E78 Partners

NOVEMBER 25, 2024

Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities. With a focus on leadership and strategy, the transaction services manager is essential to delivering a seamless, successful transaction experience. What Is the Role of a Transaction Services Manager?

Securities

CFO Talks

JUNE 20, 2025

With over 15 years of experience spanning finance, risk, procurement, and executive leadership, Rajesh brings a unique blend of technical acumen and business foresight to the CFO role. His leadership journey includes senior roles at Liquid Telecom, Neotel, Peresys, and Sheridans in London. What are your interests outside of work?

Mergers and Acquisitions (M&A)

E78 Partners

FEBRUARY 26, 2025

Shift FP&As focus from reactive reporting to proactive financial advisory, supporting CFOs and executive teams with scenario planning and real-time analytics. Learn how leveraging financial analytics improves decision-making 3. Utilize real-time dashboards for cash flow, working capital, and key financial indicators.

Financial Planning and Analysis (FP&A)

The Charity CFO

JANUARY 22, 2025

Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. Leverage Available Resources In the information age, there are countless free resources available. Do You Struggle to Make Sense of Your Financial Statements? Book a FREE consultation here.

Nonprofit

E78 Partners

MARCH 21, 2025

Companies must take a structured, strategic approach that aligns leadership, streamlines processes, and maintains stakeholder confidence. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A)

E78 Partners

JUNE 17, 2025

Disney leveraged Pixar’s creative engine and loyal fan base while expanding distribution, merchandise, and theme park experiences around Pixar’s intellectual property. To maximize these benefits, firms involve finance leadership early and ensure post-close reporting structures support transparency, speed, and investor confidence.

Mergers and Acquisitions (M&A)

The Charity CFO

MARCH 13, 2025

Implement a Strict Conflict of Interest Policy Every nonprofit should require board members and key leadership to disclose conflicts of interest annually. Enforce Strong Internal Controls Without internal controls, nonprofits are vulnerable to financial mismanagement and fraud. Download it for later.

Nonprofit

Future CFO

JANUARY 26, 2025

Financial transformation Jessica Low , SAP Malaysia's chief financial officer, highlighted that SAP underwent stages of transformation, beginning with local finance departments and moving to shared services in 2003. Low shared that Asam is also a strong advocate of leveraging technology to reach the next level of growth.

SAP

The Charity CFO

JUNE 4, 2025

Aaron walks us through how nonprofits can leverage even basic CRM tools to: Track donor interactions and touchpoints Automate reminders and follow-ups Personalize communication based on donor interests Forecast future giving and campaign success The key isnt the specific tool you useits how well you use it. Get the free guide!

Sales

The Charity CFO

FEBRUARY 26, 2025

With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? If you need help with your accounting and bookkeeping, lets talk. Get the free guide!

Nonprofit

The Charity CFO

FEBRUARY 20, 2025

Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning. Encourage department heads to regularly review financial reports for greater accountability. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

The Charity CFO

FEBRUARY 12, 2025

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

CFO Dive

JULY 1, 2025

They didnt build blockchain infrastructure; they leveraged existing providers. The arrival of sensible, clear-sighted regulation is a unique opportunity for corporate finance to assert leadership by leveraging the efficiency and accessibility of digital assets. You can unsubscribe at anytime. Registered in England and Wales.

Treasury

The Charity CFO

APRIL 11, 2025

A private foundation may focus on innovation, looking for budgets that emphasize creativity or leverage matching funds from other sources. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Get the free guide!

Nonprofit

CFO Strategic Partners

APRIL 14, 2025

Do More With What You Have Leverage CFO Leadership Build A Strong Financial Foundation Update Your Technology Track The Right KPIs Position Your Business Effectively for Investment Companies that achieve their objectives and outperform their competitors – know how to seamlessly blend strategy and execution in the pursuit of their goals.

Cash Flow Forecasting

The Charity CFO

FEBRUARY 5, 2025

Leveraging Social Media for Impact One unexpected aspect of Brandon’s journey has been his success in leveraging social media to raise awareness and funds for Hit The Ground Running. Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

CFO Dive

JULY 21, 2025

Whether it’s enabling seamless mortgage applications, empowering financial advisors with data-driven insights, or enhancing digital experiences, advanced technologies are transforming every touchpoint. Financial institutions are now better equipped than ever to meet customer expectations with speed, precision, and personalization.

Finance

CFO Dive

JUNE 23, 2025

Specifically, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), leveraged the Tax Code to drive economic support to businesses in the form of employee retention tax credits, increased interest expense deductions, and net operating loss carryback rules, among others. You can unsubscribe at anytime. TechTarget, Inc.s

Tax Planning

CFO Dive

JULY 11, 2025

Without thoughtfully crafted rules for the road, we risk stifling innovation, leaving American consumers without proper safeguards and protections, and ceding leadership in a sector that will define the future of global finance and technology,” she said. You can unsubscribe at anytime. The great debate continues: security or commodity?

Marketing

CFO Dive

JULY 10, 2025

On the other hand, the bill could increase the cap on business interest expense deductions, encouraging leveraged buyouts by making debt financing more attractive.” You can unsubscribe at anytime. taxes, which could deter cross border deals,” Williams said in an email. “On Registered in England and Wales. TechTarget, Inc.s Newton, MA 02466.

Mergers and Acquisitions (M&A)

CFO Dive

JUNE 16, 2025

Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

CFO

CFO Dive

JUNE 9, 2025

ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. You can unsubscribe at anytime. ET EDGAR Next: The SEC and Industry Experts Discuss Enrollment and Implementation Presented by studioID and Broadridge 25 JUN Webinar | 10 a.m. Registered in England and Wales.

Finance

CFO Dive

JULY 11, 2025

Poroch’s appointment is “another example of the strong, deep leadership bench we have built here at Southern Company and a testament to our robust, long-term succession planning,” CEO Chris Womack said in a statement included in the Friday release. You can unsubscribe at anytime. The majority of materials Southern Co. TechTarget, Inc.s

Finance

CFO Dive

JUNE 16, 2025

ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. You can unsubscribe at anytime. ET EDGAR Next: The SEC and Industry Experts Discuss Enrollment and Implementation Presented by studioID and Broadridge 25 JUN Webinar | 10 a.m. Registered in England and Wales.

CFO

CFO Dive

JUNE 17, 2025

ET How Banks Can Leverage Cloud and AI Solutions to Their Advantage Presented by studioID and SAP 09 JUL Virtual Event | 2 p.m. You can unsubscribe at anytime. Keep up with CPA licensure changes with CFO Dive’s tracker on the topic here. Please select at least one newsletter. Registered in England and Wales. TechTarget, Inc.s

CFO

CFO Dive

JULY 2, 2025

Daphne Howland/CFO Dive First published on Dive Brief: As it morphs into “The Brand House Collective,” a multi-brand retailer and supply chain operator that includes Bed Bath & Beyond and Overstock , Kirkland’s on Tuesday announced a slew of leadership appointments. You can unsubscribe at anytime. Registered in England and Wales.

CFO

CFO Dive

JUNE 5, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief Audit partner pessimism surges amid risk of recession: CAQ survey U.S. You can unsubscribe at anytime.

Auditing

CFO Dive

JULY 28, 2025

Strategic leadership is critical in defining the implementation goals and priorities, providing the project team with structure and support for day-to-day execution. Look for opportunities to simplify your processes to leverage the technology’s leading practices whenever possible. You can unsubscribe at anytime.

Technology

CFO Dive

JULY 8, 2025

So far, the SEC has not moved to rescind the rule requiring cybersecurity disclosures in annual and periodic reports,” he said. The settlement may or may not point in that direction.” Registered in England and Wales. TechTarget, Inc.s registered office is 275 Grove St. Newton, MA 02466.

Leadership

The Charity CFO

DECEMBER 30, 2024

Belonging Initiative: Penn-Mar launched a program focused on leveraging people’s differences and creating a sense of belonging, which has significantly improved retention rates. Overcoming Financial Constraints Addressing the common concern of limited resources in nonprofits, Miller offered a refreshing perspective.

Nonprofit

The Charity CFO

MARCH 7, 2025

Streamline Easier Tasks : as an owner of a few businesses, I have leveraged technology to make sure the easy tasks stay easy. Do You Struggle to Make Sense of Your Financial Statements? Social interactions are often the first to go when our energy is low – however, it might be the exact thing you need. Get the free guide!

CFO