CFO Thought Leader

NOVEMBER 7, 2024

His experiences underline the power of team empowerment and preparation for continued growth in a competitive healthcare market. Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process.

CFO 52

CFO Healthcare Leverage Planning 52

CFO Thought Leader

NOVEMBER 4, 2024

We knew from the start that success in healthcare is a long game,” he says, underscoring the team’s deliberate approach. As the company grows in the public eye, their focus remains on delivering results through quality service and operational insight, underscoring the patient leadership that has driven Guardian’s success.

Leverage 52

Leverage CFO Healthcare Leadership 52

Centage

DECEMBER 8, 2023

As multi-site healthcare businesses grow and evolve, the demand for advanced financial planning and budgeting solutions shifts from being a “nice to have” to presenting a crucial need for attaining business objectives. Financial management can be a significant challenge for multi-location medical facilities.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Budgeting Leadership 52

The Finance Weekly

JULY 14, 2024

These documents serve as valuable resources, enabling the leadership team to evaluate the plan's success. Sometimes, the leadership team sticks to broader categories and lets department heads submit budget requests later, once they figure out what their team needs to make the plan work.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

PYMNTS

MARCH 2, 2020

Healthcare in the U.S. in 2017 on healthcare services. Mastercard is no stranger to healthcare, Griffin said, as it has been deeply enmeshed in the payments side of the business for two decades. The world of FWA in healthcare is often successfully targeted by fraudsters because there are so many weak points, Griffin noted.

Healthcare 86

Healthcare Leverage Securities Leadership 86

Global Finance

APRIL 5, 2025

Lyndsey Zhang Healthcare: J.P. Morgans effort to generate dealmaking and business dialogue through its annual Healthcare Conference continued to pay off last year, despite a challenging time for deals in general. Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

E78 Partners

MARCH 21, 2025

These companies are typically acquired through leveraged buyouts, growth investments, or other private equity strategies to enhance their value over time. Strategies may include debt restructuring, operational overhauls, and leadership changes. Often used for mature businesses with stable cash flows and growth potential.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

CFO Leadership

OCTOBER 10, 2023

The post Use AI and Insurance Insights to Make Better Decisions first appeared on CFO Leadership. The post Use AI and Insurance Insights to Make Better Decisions appeared first on CFO Leadership. Stay up-to-date by visiting the Aon Newsroom and sign up for News Alerts here.

Risk Management 105

Risk Management Healthcare Leadership B2C 105

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Thought Leader

OCTOBER 23, 2024

This article originally appeared on Forbes.com CFOs often build their careers within a specific industry, leveraging their accumulated expertise to navigate complexities and add value over time. CFOs often build their careers within a specific industry, leveraging their accumulated expertise to navigate complexities and add value over time.

Healthcare 52

Healthcare CFO Leadership Manufacturing 52

Focus CFO

AUGUST 8, 2023

Kathy Emanuel has joined the FocusCFO team in Central Virginia and will be leveraging her skills and finance expertise to provide Fractional CFO services to small and medium-sized businesses. Kathy has more than 35 years of experience in finance, accounting, operational leadership, and financial consulting.

Healthcare 52

Healthcare Leadership CFO Leverage 52

Bramasol

JULY 14, 2022

The report also sees a "trend of data fabric initiatives across all industries — including financial services, retail, healthcare, manufacturing, oil and gas, and energy — as organizations continue executing their digital transformation initiatives.".

SAP 84

SAP Compliance Leadership Healthcare 84

CFO Thought Leader

JUNE 9, 2025

As Cardinal Health nears its second anniversary since the company’s first investor day under CFO Aaron Alt’s leadership, steady progress has been made in its ambitious transformation. Alt reflects on the company’s trajectory since his appointment, saying, “We’ve deployed several billion dollars in acquisitions to drive our strategy.”

CFO 52

CFO Leadership Investments Leverage 52

CFO Thought Leader

SEPTEMBER 26, 2023

campus, intent on pursuing a career that would someday grant her the agency to develop a product or therapy capable of solving a healthcare problem. Leadership doesn’t have to have all the answers,” she adds. We have an external ecosystem of partners that we leverage to really get scale. It was a remarkable 3 days.”

CFO 52

CFO Leadership Healthcare Leverage 52

Embark With Us

MARCH 31, 2025

As we enter the next chapter of our healthcare M&A: PMI Guide, we focus on "Merging Operations Post-Merger," providing essential guidance for COOs and CHROs. Streamline Clinical Operations When two healthcare organizations merge, clinical consistency is a must. Let's dive in. Let’s break down what this involves.

Healthcare 52

Healthcare Communication Leadership Quantitative Data 52

The Finance Weekly

JULY 14, 2024

These documents serve as valuable resources, enabling the leadership team to evaluate the plan's success. Sometimes, the leadership team sticks to broader categories and lets department heads submit budget requests later, once they figure out what their team needs to make the plan work.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Bramasol

OCTOBER 24, 2023

This is particularly important in industries with strict regulatory requirements, such as healthcare or finance. Compliance and Governance tools to ensure that processes are compliant with industry regulations and internal governance policies.

SAP 98

SAP Compliance Healthcare Communication 98

Future CFO

FEBRUARY 15, 2022

Mature buyers are becoming more open to leveraging third-party support across more complex, judgment-intensive processes [such as financial planning and analysis (FP&A) and tax] as well as industry-specific processes (such as premium collections and claims accounting in the insurance sector). Trends driving FAO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Leverage Entertainment 52

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. If you look at that ETF low cost leadership space, I believe 86 percent of our assets would now be considered lowest cost. I want to put that in context of leadership.

Leadership 111

Leadership Investments Profit and Loss Technology 111

CFO Talks

MARCH 14, 2024

Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list. Leveraging Technology for Integration: Modern technology platforms offer powerful tools for integrating data and processes across departments.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Thought Leader

SEPTEMBER 18, 2024

making Welch’s leadership integral to the company’s scaling efforts. His career transformation highlights how purpose and profit can intersect when leadership is guided by personal values. Our focus is on gaining leverage on OpEx in order to continue to build a business that is valuable to both shareholders and stakeholders.

CFO 52

CFO Leadership Corporate Finance Healthcare 52

VCFO

JUNE 12, 2023

At the operational level, Brandon’s hallmark is empowering existing teams to thrive by eliminating or automating redundant tasks and employing the reclaimed time to elevate employees through leadership training and professional development.

CFO 40

CFO Healthcare Financial Modeling Education 40

CFO Talks

SEPTEMBER 10, 2024

Differences in leadership style, decision-making processes, and communication norms can create friction that impedes the integration process. This team should conduct workshops to bridge gaps in leadership styles, communication, and expectations. Regulatory risks extend beyond the approval process.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership CFO 52

Jedox Finance

MARCH 7, 2023

Healthcare organization reaps critical sales insights Simplifying complex plans 5. Healthcare organization reaps critical sales insights Zimmer, a global musculoskeletal health-care organization, requires close collaboration with medical clinics and other customers for its sales planning. Retailer accelerates budgeting and reporting 2.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

DECEMBER 8, 2021

Tools – from interpreting results to controlling costs to acquiring capital to processing raw financial information – have simplified some important aspects of the CFO role and many are seizing the opportunity to better leverage data to make better decisions. or ‘what if we breach a bond covenant?’

Numbers 52

Numbers CFO Management Consulting Treasury 52

PYMNTS

SEPTEMBER 27, 2019

Paro told reporters that it will look to wield the data it now has, and leverage it for freelancers and businesses using its solution. The funding was led by CRV, while Andreessen Horowitz and a range of other backers also participated, including Dreamers Fund, Thirty Five Ventures, Serena Ventures and The Cultural Leadership Fund.

B2B 59

B2B Accounts Payable Startups Advertising 59

CFO Thought Leader

JUNE 15, 2023

AI is expected to have a significant impact on the accounting department, and the IMA aims to help its members navigate and leverage new technologies to create positive outcomes for organizations and society. And most recently as chief operating officer and interim CEO, and more recently was looking for a new opportunity and found IMA.

Education 52

Education Leadership Accounting Finance 52

CFO News Room

JANUARY 27, 2023

Surprising leadership and team-dynamics insights from cricket. “If Obviously, things like video conferencing, and Zoom, and the ease with which that can be done has raised the game and our ability to do that, but now our job is to leverage those things. The long-term promise, but short-term dangers, of the metaverse.

Education 100

Education Technology Leverage Communication 100

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. But there are cities, Miami’s a good example for our healthcare business. Healthcare, higher ed and nonprofit business, again, two very mature businesses.

Banking 52

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

Barry Ritholtz

DECEMBER 5, 2023

But there wasn’t an active m and a business, there wasn’t a leveraged finance business. But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers. And, and we wanted to have relatively modest leverage.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

DECEMBER 6, 2022

One is our leadership in thematic investing. So if it’s, for example, a strategy tracking a Nasdaq Index, or an S&P, or a MSCI, typically, you leverage an index that is already available through the index providers. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 64

Investments Marketing Numbers Risk Management 64

Barry Ritholtz

SEPTEMBER 19, 2023

And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. It’s just, it’s a great story in leadership. For various reasons. It’s incredible.

Investments 59

Investments Math Risk Management Benchmarking 59

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

Barry Ritholtz

MAY 13, 2025

Tell us a little bit about your progression over 27 years through the leadership ranks at Vanguard. And there was a, a calmness coming from Bill as the CEO, but also the rest of the leadership team and providing assurance to our crew. And you’re right, it’s the Women’s Initiative for Leadership Success.

Investments 52

Investments Leadership Communication Construction 52

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future.

Planning 130

Planning Leadership Accounting Healthcare 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. And if you think about that from a leadership perspective, a management perspective, you focus on one constituent, you the investor and that’s it. RAMPULLA: Yeah.

Investments 114

Investments Profit and Loss Education Advertising 114

Barry Ritholtz

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Also, healthcare is really popping up. Nashville and Atlanta are two very large healthcare hubs.

Investments 59

Investments Finance Education Numbers 59