The Charity CFO

APRIL 18, 2024

It’s no secret that running a nonprofit isn’t always easy, especially if you don’t know what challenges await you in the coming months. Higher costs affect nonprofits on two sides: Higher overall expenses for the nonprofit itself Lower revenues from decreased donations Say you run an animal shelter. 2024 will be no different.

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

Jedox Finance

OCTOBER 1, 2020

We have been talking about a digital transformation in Finance for ages. Having just gone through a severe crisis that saw everyone working remotely and using digital tools makes this transformation more relevant than ever. . More importantly, how will the finance function look afterwards? How do we solve the legacy challenge?

Finance 141

Finance Problem Solving Reconciliations Investments 141

Jedox Finance

AUGUST 13, 2021

From bean counter to business partner, the same development has flowed through the finance function: from cost center to profit driver. These are at least the developments that external stakeholders are demanding from Finance and the CFO. Finance was thrust into the center of decision-making as the pandemic hit. designation.

CFO 89

CFO Finance Technology Leadership 89

The Charity CFO

JULY 17, 2023

That’s why staying financially healthy and keeping your nonprofit in tip-top shape requires the occasional “checkup” to see where you’re doing well and where you can improve. So what steps should nonprofit leaders take to ensure their organization will enjoy many happy years to come?

Nonprofit 52

Nonprofit Benchmarking Auditing Compliance 52

Fpanda Club

APRIL 18, 2022

FP&A team’s internal customers expect finance professionals to be more interactive and be able to communicate information and insights in the most efficient way. Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

The Charity CFO

SEPTEMBER 28, 2023

Working in product development and design at Gap, she knew there was more to helping bring awareness to the mistreatment of elephants. Working in product development and design at Gap, she knew there was more to helping bring awareness to the mistreatment of elephants. Kristina’s story begins before social media.

Nonprofit 59

Nonprofit CFO Financial Reporting Finance 59

PWC UK

FEBRUARY 22, 2021

After the past year can you, as a treasury professional, say with a reasonable amount of confidence that you have a treasury set-up that is robust and effective? Can you also say that you do not have material challenges monitoring and managing your cash and risks?

Treasury 52

Treasury Risk Management Cash Management Finance 52

The Charity CFO

NOVEMBER 8, 2023

Still, there are some situations where more precisely recording when (or where) you’re working can be beneficial to the organization. Still, there are some situations where more precisely recording when (or where) you’re working can be beneficial to the organization. These include both under- and overstaffing.

Nonprofit 52

Nonprofit Data Analysis Compliance Budgeting 52

Adam Kae

JANUARY 5, 2024

As a seasoned , Fractional CFO specializing in small business finance and Digital Marketing Agencies, I've witnessed firsthand the transformative power of borrowing done right. Today, I'm excited to share insights and practical advice on navigating the intricate art of smart borrowing for businesses.

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CFO Marketing Forecasting Securities 52

CFO Thought Leader

OCTOBER 8, 2023

For Michael Linford, whose chute opened wide, the operations tour of duty was at Hewlett-Packard, and the multiyear stint would arguably afford him more operational insights than most aspiring CFOs could ever hope to glean. spin off Hewlett Packard Enterprise as a newly created company, and sell off its enterprise services business. “As

CFO 52

CFO Leadership Finance Banking 52

The Charity CFO

MAY 30, 2023

Finding the right person or organization to handle the monumental task of payroll services will enable you to rest easy knowing that this task is in good hands and that your employees and donors are confident and happy with the results. In this article, we will explore the distinct payroll requirements for nonprofits.

Nonprofit 52

Nonprofit Compliance Benchmarking CFO 52

CFO Talks

JUNE 6, 2022

On a par with CEOs, they are now some of the most influential leaders and figureheads, armed with technology-enabled insights to tell the story of their company’s financial health. To bring this new identity to life, let’s paint a picture of how the modern CFO works, day to day. At the heart of the company. They lead from the front.

CFO 52

CFO Financial Data Technology Planning 52

Future CFO

MAY 15, 2023

According to a recent Gartner report , a majority of finance leaders surveyed believe that inflation is here to stay for the next few years. At SAP, my role is to guide finance leaders on their digital transformation journeys, and one of the key components nowadays is to manage inflation. In short, uncertainty is the new norm.

IFRS 52

IFRS SAP Accounts Payable Compliance 52

Creative CFP

OCTOBER 2, 2020

A couple of years into my career as a chartered accountant I started to wonder if I was still enjoying working in the finance industry. In other industries I could see innovation and people who were fulfilled by their work, and I remember thinking that there must be a way to make accounting enjoyable and fulfilling.

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 52

Future CFO

OCTOBER 20, 2021

Editor’s note: Being talented and intelligent definitely helps you rise through the ranks, but that’s not enough. The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

DECEMBER 26, 2021

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. His academic career is extensive and quite interesting, he’s got a BSc from the University of Augsburg, specialising in finance and information.

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CFO Construction Finance Education 68

Barry Ritholtz

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. No, no, no.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

The Charity CFO

NOVEMBER 17, 2022

By taking the time to assess your current financial situation and map out your anticipated income and expenses for the year ahead, you can make sure that your nonprofit is on track to meet its goals. A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals.

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

Michigan CFO

MARCH 30, 2023

Without an exit plan, you could find yourself in a difficult situation if something happens and you have to sell your business or retire. In this blog post, we will discuss what an exit strategy is and why you need one for your business. First is deciding how you want to exit the business.

CFO 40

CFO GAAP Sales Planning 40

Strategic Treasurer

MARCH 6, 2023

Episode 243 Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A As we jump back into the Becoming a Treasurer series, we are launching a new sub-series where we will look at the “language of finance.” What are some of the different ways we look at it in finance, accounting as a view of it?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury GAAP 52

Barry Ritholtz

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I found this conversation to be fascinating, and I think you will also. What made you pursue that? KLINSKY: Well, thank you. And you know, my family had a business.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Future CFO

AUGUST 3, 2021

Hosted by FutureCFO and the Association of Financial Professionals, it saw senior heads of finance discuss the pandemic’s challenge to financial clarity and critical lessons learned that went beyond financial. For Shian Goh , the finance director at Teckwah Industrial Corporation Pte Ltd , it was time to clear out financial inefficiencies.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Adam Kae

MARCH 5, 2020

That help can come in many forms including someone to run operations while you focus on long-term growth, someone to take care of your books, or someone to run your marketing programs. For certain positions, you may not need someone present full-time to do the work. What Do You Need in an Employee?

CFO 52

CFO Finance Accounting Planning 52

Jedox Finance

JULY 9, 2019

Tell us about your work and previous experiences with Jedox at ServiceMaster and why Jedox was the right tool for your AI project. With Jedox, the FP&A team also has more self-service for its daily work. What experiences have you already made two months into the AI project?

Budgeting 52

Budgeting Economics Technology Finance 52

Barry Ritholtz

SEPTEMBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. If you’re interested in venture capital, in technology, in how to think about early stage investing, well, strap yourself in, this is a great one. You have quite a fascinating history.

Valuation 117

Valuation Investments Marketing Technology 117

The Finance Weekly

MARCH 16, 2022

In many cases, marketing teams are nervous about approaching the CFO in regards to the budget or new campaigns. On the other hand, CFOs need to answer to the CEO if something goes wrong or the budget goes awry. The right communication and understanding from both sides will create the ideal platform for company growth.

CFO 52

CFO Marketing Budgeting B2B 52

PYMNTS

JULY 23, 2018

Paul McCartney and The Beatles may have told us that money can’t buy us love , but new research claims that it can certainly buy us happiness. And how much money consumers need to be happy. Yet, you might not think consumers are so happy if you look under the hood, as we have done. Are the more than a third of U.S.

Finance 49

Finance Education Retail Accounting 49

PYMNTS

OCTOBER 27, 2017

By now, there’s no denying it: Small businesses (SMBs) aren’t happy with the service they’re getting from large financial institutions (FIs). Merritt is a former executive of Simple, an alternative banking solution for consumers, where he said he saw SMBs trying to force that B2C service to work for their B2B needs. “At

B2C 41

B2C Banking B2B Technology 41

PYMNTS

DECEMBER 24, 2018

We’re here to tell you that these concerns are at best overblown and at worst complete nonsense. The platform specializes in micro businesses with one to nine people, and works with firms at all stages of business development, including the ultra-new, just-putting-out-the-shingle sole proprietorships. Tide CEO Dr. Oliver Prill.

Math 60

Math Startups Risk Management Compliance 60

Jedox Finance

FEBRUARY 10, 2022

What is business partnering and why is it becoming increasingly important for finance professionals to engage with the topic? Learn from finance expert Anders Liu-Lindberg how you can use insights from the finance department to strengthen collaboration in your company. This is Finance Business Partnering.

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Finance Budgeting Compliance Communication 98

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 2019, he came out of the gate having previously worked at Citadel, raising about $2 billion in the new fund. How did you get here? This is not an official transcript.

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Healthcare Investments Construction Concentration 60

Barry Ritholtz

JUNE 7, 2023

Transcript after the jump… We have an amazing group to discuss what it’s like to launch a hedge fund in the current environment and some of the things you need to know about becoming an emerging manager. So let’s start with you, Mike. Let me introduce the panel from your left to right. Is that right?

Investments 107

Investments Concentration Profit and Loss Economics 107

Onplan

DECEMBER 16, 2021

Congratulations — your business is growing well, and you need help understanding the levers of the business and supporting the executive team to make smart, cross-functionally aligned decisions on how to keep the growth going. This is where a great financial analyst can help you. But how do you find one?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Onplan

DECEMBER 16, 2021

Congratulations — your business is growing well, and you need help understanding the levers of the business and supporting the executive team to make smart, cross-functionally aligned decisions on how to keep the growth going. This is where a great financial analyst can help you. But how do you find one?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Sales Finance Forecasting 52

Michigan CFO

NOVEMBER 7, 2022

By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales. Start-ups and small or medium-sized SaaS companies won’t have the necessary finance roles to handle creating an accurate valuation.

Valuation 40

Valuation CFO Leadership Forecasting 40

CFO Leadership

JUNE 14, 2021

Amidst a rapidly changing global economy, Tina Wang, Vice President of Product Marketing at Sage Intacct, offers insights on how to elevate the work of your finance team and harness the opportunities digital transformation brings. To stay competitive in this new age, finance digital transformation is a must—not a maybe.

Leadership 52

Leadership CFO Nonprofit Budgeting 52