Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

NOVEMBER 16, 2023

Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. How CFOs can leverage AI 1. Factors such as data privacy, security, and ethical considerations must be addressed to ensure responsible and effective AI implementation.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Leadership

JANUARY 25, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

FEBRUARY 23, 2024

Investing Cash Flow: Cash used for or received from investment activities, like buying or selling assets. Prioritizing payments, settling critical supplier invoices first, for instance. Leveraging opportunities such as early payment discounts can also ease financial pressure. What are the 3 major types of cash flow?

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

CFO Leadership

JANUARY 5, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

Future CFO

OCTOBER 23, 2023

Nearly two-thirds (63%) of respondents say their top focus area for investment is revisiting and refreshing the overall third-party management risk methodology used in the organization. Despite these challenges, most leaders indicated that they feel optimistic or neutral about managing third-party relationships moving forward.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

CFO Share

SEPTEMBER 12, 2023

Current assets refer to items like: Cash Accounts receivable Inventory, and Short-term investments that can be quickly liquidated, typically within a year. It ensures that resources are available to meet demands, pay staff, and invest in short-term opportunities without needing to secure external debt or equity funding.

Accounts Payable 52

Accounts Payable Prioritization Accounting Leverage 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

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

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.” McGarry and PayPal CFO John Rainey.

Prioritization 41

Prioritization B2B CFO Leverage 41

CFO Share

AUGUST 14, 2023

On the other hand, venture capital backed businesses expect negative cash from operations since they have external financing and prioritize growth over profitability. Interpreting Cash from Investing Activities This section captures cash flows from investments in long-term assets, acquisitions, and divestitures.

Profit and Loss 40

Profit and Loss Prioritization Finance Investments 40

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Pundits continue to expect “SECURE 2.0”

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

The Finance Weekly

FEBRUARY 8, 2023

To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management. Prioritize Cybersecurity With the increasing threat of cyber-attacks and data breaches, CFOs must take a proactive approach to secure sensitive financial data and systems.

CFO 52

CFO Prioritization Finance Communication 52

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority. About TripActions.

Mergers and Acquisitions (M&A) 97

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

CSC Advisors

SEPTEMBER 29, 2023

Asset-based lending, offered by Cornerstone Capital Advisors, emerges as a potent financial tool that empowers businesses to leverage their assets for growth and expansion. Cornerstone Capital Advisors specializes in this form of lending, offering businesses a pathway to secure the capital they need to thrive.

Finance 40

Finance Prioritization Leverage Investments 40

Bramasol

DECEMBER 14, 2023

This includes evaluating the service provider’s infrastructure, security features, and pricing models. From an enterprise perspective, the adoption of new Gen-AI applications has triggered a flood of new initiatives and investment. According to McKinsey & Company. trillion to $4.4

Technology 88

Technology SAP IFRS Compliance 88

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority. About TripActions.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. Such a scenario would leave the door wide open for data-controlling companies to send customer information to that criminal under the false pretense of regulatory compliance and data security.

Compliance 77

Compliance Prioritization Securities Leverage 77

PYMNTS

FEBRUARY 20, 2019

” In addition to Mastercard, the Global Cyber Alliance is working with a range of other businesses to create the toolkit, including the Cyber Readiness Institute and the Center for Internet Security (CIS). While researchers at Tanium found last year that one-third of U.K. ”

Education 56

Education Prioritization Leverage Securities 56

PYMNTS

MAY 6, 2020

“Our fiscal year 2020 profitability outlook demonstrates the strength of our financial model when scale and leverage are achieved. However, our underlying strategy is unchanged. ” Other companies are benefitting from the home exercise increase.

Prioritization 63

Prioritization Retail Sales Financial Modeling 63

Planful

OCTOBER 19, 2021

From there, you can decide how to leverage your financial acumen and recommend the best way forward. Equifax quickly applied security and governance policies because they were built in and custom coded to suit the organization’s needs. What value are we getting from our investment in a secure technology?

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

CFO News Room

NOVEMBER 19, 2022

the SECURE Act, which passed in the final weeks of 2019 ), as each chamber tries to pass new laws before many of them are replaced and as deadlines approach for ‘must-pass’ spending and defense bills. While SECURE 2.0 This period often sees significant legislative action (e.g., Sheryl Rowling | Morningstar).

Planning 130

Planning Leadership Healthcare Accounting 130

PYMNTS

APRIL 30, 2020

The new surge in demand is putting financial institutions’ (FIs’) online and mobile offerings to the test and allowing FIs to show off their digital investments and know-how to assure customers that they are in good hands. These online and mobile experiences must be convenient, seamless and secure, or consumers are likely to abandon them.

Banking 60

Banking Prioritization Securities Accounting 60

Collectiv

FEBRUARY 2, 2022

Neglecting adoption as part of your implementation plan makes it difficult to integrate Power BI use into the company culture and realize the company’s initial investment. By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year.

Education 52

Education Benchmarking Prioritization Data Analysis 52

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Let’s get that rollover done.” ” That happened. You talked about certain things.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

PYMNTS

NOVEMBER 9, 2020

That unified view, conceivably, can leverage FinTech services that help end consumers (for example) see how they are managing their budgets, their investments and reach various financial goals. Access for the consumer though means access to that far-flung data is paramount for the banks and third parties. Morgan Chase.

Banking 114

Banking Financial Data Prioritization Economics 114

PYMNTS

SEPTEMBER 17, 2018

Seeing those “ buy buttons ” on websites is a cue that on websites and within the marketplaces where those buttons are accepted, the payments experience is certain and secure. Certainty of good funds is what they need to plan their cash position, as is the certainty that the funds moving across the networks are secure.

Invoicing 78

Invoicing Accounting Banking B2B 78

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And I’d been there just over two years.

Restructuring 130

Restructuring Planning Accounting Marketing 130

The Finance Weekly

JULY 31, 2023

Improved financial modeling and investment banking management are among the notable benefits that AI brings to growing companies. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

PYMNTS

SEPTEMBER 20, 2019

Innovation, he argued, is being driven by several factors, including banks’ willingness to invest in new infrastructure, and service providers’ ability to take advantage of benefits more than one payment rail has to offer. We’re democratizing access to modern, secure and compliant cross border payments rails,” Koenigsberg explained.

B2B 82

B2B Prioritization Securities Technology 82

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? And that’s how we created the securities division. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108