CFO Thought Leader

MAY 14, 2024

Starting in Chicago, he cut his teeth on investment banking and credit analysis at ABN AMRO, now part of Bank of America. This formative period honed his financial acumen, which led him to delve deeper into the intricacies of corporate finance and investment.

CFO 52

CFO Leadership Finance Communication 52

The Finance Weekly

APRIL 27, 2022

Wall Street anticipates growth, the C-suite expects annual plans to be accomplished, and owners expect a return on their investment, especially those who have potentially risked their life savings. Finance leaders can and should take a leadership role cultivating their company’s ethical competencies and addressing its unique challenges.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

The Finance Weekly

DECEMBER 5, 2023

Strategic Leadership Given the rapid transformation of business models, especially with the ongoing green energy shift and the , pervasive XaaS trend , CFOs play a crucial role in guiding strategic discussions within their companies. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively.

Financial Planning and Analysis (FP&A) 52

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

CFO Thought Leader

DECEMBER 1, 2023

Planning Ace CFO Doug Lindroth of Tealium emphasizes the shift from closed data structures to open-book management, enabling deeper discussions on profitability and investments. Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

CFO Leadership

JANUARY 5, 2024

To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance. Of note, advanced financial analyses are being used to drive improvements throughout the enterprise, most notably in ESG programs, supply chain management, talent management and technology investment decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

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. Balancing the traditional focus on cost control with the imperative to invest in new ideas and technologies requires a nuanced approach.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Simplified

APRIL 19, 2023

Strategic Leader Development – A process that promotes ongoing leadership development for talent within the organization. Leadership succession becomes too emotional and too easy to postpone until it can’t be postponed anymore. The owner’s wife, who had not been involved in the business, assumed the leadership role.

Planning 52

Planning Leadership Communication Nonprofit 52

CFO News Room

JANUARY 13, 2023

They leverage a variety of funding tools, including grantmaking and impact investment. Underwriters typically run lean operations prioritizing grantmaking and relationship-building and are driven by the values, interests, or personal experiences of the living founder or founder’s legacy.

Prioritization 130

Prioritization Communication Leverage Leadership 130

E78 Partners

JANUARY 5, 2024

Challenge 3: Inability to identify & address scalability gaps Description & characteristics: Management assumes the acquiring company’s people, process & technology backbone can absorb acquisition targets with minimal or no investment. Adverse side effects: Failure to achieve investment thesis.

Marketing 59

Marketing Communication Prioritization Planning 59

CFO Leadership

APRIL 10, 2023

Achieving that goal means investing time and money, mostly around planning and implementing best practices. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. The post Navan’s Modern Approach to Duty of Care first appeared on CFO Leadership. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

The Finance Weekly

SEPTEMBER 22, 2022

3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. 4) Invest in yourself. Davie argues that investing in yourself is no less important than the company investing in updated technology or skills.

Forecasting 98

Forecasting Prioritization Finance Investments 98

CFO Leadership

OCTOBER 10, 2023

Moving too fast to grab the first shiny object you see in the AI landscape could easily result in a poor investment — and more technical debt the business doesn’t need. That includes investing in people and business processes that can help your AI initiative be successful.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Spreadym

JULY 21, 2023

This enables better risk assessment, personalized marketing, and improved decision-making for investment strategies Cloud Computing : Moving financial operations and data storage to the cloud, allowing for scalability, cost-effectiveness, and enhanced collaboration.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Smaller players that do not invest in strategic partnerships will be outliers, as customers look to platforms that offer multiple solutions in one. CX gets even more personal.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Thought Leader

JANUARY 9, 2024

Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. How do you prioritize them? It’s not a revenue-generating center like sales or marketing. Legal teams get tons of requests all day long.

Leverage 52

Leverage CFO Prioritization Leadership 52

CFO Thought Leader

NOVEMBER 21, 2023

He would move in his early career years to the United States, where he got his start in investment banking. Prioritizing profitability alongside growth. He would move in his early career years to the United States, where he got his start in investment banking.

CFO 52

CFO Prioritization Leadership Investments 52

CFO Thought Leader

APRIL 17, 2023

And the investments that we needed to make there would be profound. We there I think an important job of any CFO is to understand the complexity, and then simplify it to to a framework that will drive the organization forward, enable prioritization and resource allocation and motivate people along with others.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

CFO News Room

DECEMBER 31, 2022

Spring: Move Past Shortsighted Leadership. Many companies have invested in tools such as desktop monitoring, video surveillance, and even biometric monitors in an effort to keep workers from breaking rules, and yet the authors’ research suggests that these technologies can actually increase harmful workplace behaviors.

Prioritization 130

Prioritization Leadership Communication Planning 130

E78 Partners

APRIL 13, 2023

To capitalize on these strategic choices, PE firms need to invest in a strong CFO office, personnel hires, processes and systems, and consider partnering with a transaction advisor to build a platform for successful roll-up strategies. E78 Partners offers finance and technology solutions for PE firms pursuing roll-up strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 87

IFRS Accounting SAP Compliance 87

Barry Ritholtz

JULY 10, 2023

She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Franklin Templeton oversees more than 9000 employees and 1300 investment professionals. CityLab ) • Bitter rivals. Beloved friends. When cancer came, they knew where to turn.

Concentration 52

Concentration Prioritization Leadership Economics 52

Beacon CFO Plus

DECEMBER 14, 2021

Prioritize your recruiting. Your employees are one of your greatest assets and worth the investment of your time and resources. Benefit From Experienced Financial Leadership. If your business lacks in-house financial leadership and expertise, you would likely benefit from our part-time or project-based CFO services.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership Prioritization CFO 52

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Make sure you have the right math and language to explain results driven by direct and indirect marketing spend.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO Thought Leader

AUGUST 14, 2023

We take a more holistic approach by helping companies to process and automate payments on all of their rails to achieve a better ROI through investing in the Paystand platform. These are the things that we’ll be prioritizing over the next 12 months. Read More Our goals right now include continuing our balanced growth.

CFO 52

CFO Finance Prioritization Leadership 52

Spreadym

SEPTEMBER 22, 2023

To overcome these mistakes and promote effective communication within financial teams, it's essential to prioritize clarity, transparency, collaboration, and adaptability while recognizing the human and strategic aspects of financial decision-making. How to build strong communication in financial teams?

Communication 59

Communication Leadership Prioritization Construction 59

The Finance Weekly

FEBRUARY 8, 2023

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management.

CFO 52

CFO Prioritization Finance Communication 52

Future CFO

JANUARY 13, 2021

Often, in periods of distress companies will hunker down on expenses, and investments, in the name of riding the uncertainties. Madonini opined that today CFOs need to have a say on the investment strategies of their companies. The CFO needs to create investment capacity. What a CIFO is and is not.

CFO 52

CFO Concentration Prioritization Leadership 52

CFO News Room

JANUARY 22, 2023

First, she prioritized developing her HR organization’s ability to think, speak, and act in ways that connected their work to business needs. Second, she focused on generating interest and urgency from her peers (the members of the business leadership team) around the issues on which HR could provide crucial strategic value.

Prioritization 130

Prioritization Leadership Compliance Communication 130

CFO Thought Leader

JULY 28, 2023

www.planful.com The post Top Priorities: Driving Value and Developing the Talent Pipeline appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately.

Leadership 52

Leadership CFO Budgeting Finance 52

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. Smaller players that do not invest in strategic partnerships will be outliers, as customers look to platforms that offer multiple solutions in one. CX gets even more personal.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

CFO Leadership

JANUARY 25, 2024

To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance. Of note, advanced financial analyses are being used to drive improvements throughout the enterprise, most notably in ESG programs, supply chain management, talent management and technology investment decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

PYMNTS

NOVEMBER 12, 2020

Helping clients prioritize digitization would depend on where the company is in the journey. There are digital-native companies, especially in areas like eCommerce, where their ability to continue to stay in business primarily because they were digital has enabled them to take faster leadership in that space,” Kanthadai said.

Treasury 118

Treasury Cash Flow Forecasting Reconciliations Prioritization 118

CFO Talks

MARCH 20, 2024

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. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

Michigan CFO

SEPTEMBER 29, 2021

Streamlining Investments. However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits. Business Strategy Leadership. Organizations can benefit from CFO leadership to become more proactive and less reactive with their business strategy.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

Barry Ritholtz

FEBRUARY 21, 2023

BUCKLEY: I think it’s one huge lesson for us, and it’s brought out in our leadership team. We have lowered the cost of investing, and we have improved the quality of those funds. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote.

Leadership 108

Leadership Investments Profit and Loss Technology 108