CFO Talks

FEBRUARY 17, 2025

Instead of predicting every potential risk, plan for the impact of disruption. While many companies struggled with supply chain breakdowns, Toyota had implemented a business continuity plan that focused on consequences rather than causes. Test Risk Management Strategies Before a Crisis Hits Having a risk management plan isnt enough.

Risk Management

CFO Thought Leader

DECEMBER 10, 2024

These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. Focuses on flexible planning to adapt quickly to market shifts and technology transformations.

CFO

E78 Partners

JANUARY 28, 2025

These delays risked disrupting planning momentum, increasing stakeholder fatigue, and impacting the target companys performance. Solutions: Recalibrate Resource Allocation: Ensure target company resources focus on completing diligence requirements without distractions from PMI planning.

Mergers and Acquisitions (M&A)

Global Finance

AUGUST 5, 2025

In retail, 60% prioritize digital transformation while logistics—key to global trade—is embracing AI and automation to ease cash-flow pressures, enhance efficiency, and boost supply chain visibility through early payment and predictive tools. .” “You need to change the wheels of the car while driving the car!

Finance

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). years, the longest since 2005 ( McKinsey & Company ). years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A)

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO

Bramasol

NOVEMBER 11, 2024

Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance. The platform brings together application development, data management, analytics and planning, integration, process automation (process mining tools and RPA), and AI capabilities."

SAP

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

The Charity CFO

JANUARY 8, 2025

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Kathryn Hoffman, CEO of the Minnesota Center for Environmental Advocacy (MCEA), to discuss how to balance a big mission with human-centered leadership. Want more nonprofit leadership tips? Go straight to the full video here!

Leadership

E78 Partners

JUNE 17, 2025

Successful firms prioritize the right synergies from Day One. To maximize these benefits, firms involve finance leadership early and ensure post-close reporting structures support transparency, speed, and investor confidence. They flag legacy ERP systems, siloed data, and leadership gaps as potential risks.

Mergers and Acquisitions (M&A)

Future CFO

DECEMBER 10, 2024

"However, three quarters of finance respondents said they are more focused on downside risk and cost containment in their scenario planning for 2025 budgets." Capacity: Overstretched teams struggle to plan and execute transformative projects. Short-Termism: A focus on short-term performance issues limits attention to long-term growth.

Economics

E78 Partners

JUNE 12, 2025

Firms that prioritize this from the outset build more resilient, scalable operations. From diligence and Day One planning through ongoing value creation and exit preparation, we deliver both strategic guidance and execution support to help portfolio companies grow profitably. These changes increase efficiency without reducing quality.

Prioritization

Global Finance

APRIL 4, 2025

Global Finance: In fall 2023, the government of Kuwait released its Master Plan 2040, focused on modernizing company law, economic openness, and encouraging non-oil development. We are also actively engaged in womens empowerment with our womens leadership program, NBK Rise.

Economics

CFO Thought Leader

DECEMBER 3, 2024

His career journey, spanning roles in pricing and market dynamics to strategic planning at BlackRock, shaped his approach to finance leadership. Read More The platform uses AI to help teams prioritize which actions to take and identify the actions that matter most—from the first interaction through customer renewal.

CFO

CFO Talks

NOVEMBER 7, 2024

Yvonne’s career in finance and leadership has positioned her as an influential figure, holding executive roles since 2005 and contributing significantly to MINT’s growth and innovation. Then I will look at emails and plan so by 8am the day is ready to go. Prefer workout in the evenings What sparked your interest in finance?

CFO

CFO Talks

DECEMBER 12, 2024

Members’ Profile: Ronel Jooste In this edition of our CFO Spotlight series, we are featuring Ronel Jooste, a dynamic force in the worlds of finance, wellness, and leadership development. I visualize, do my gratitude routine and do planning during my run. Leadership skills. What sparked your interest in finance?

Leadership

CFO Strategic Partners

MARCH 22, 2025

Prioritize Clean, Integrated Data – If your data still resides in multiple systems that can’t talk to each other, you won’t be able to generate reports and insights efficiently. Latest insights Leadership 05.29.25 Invest in tech where it can deliver measurable value and look for chances to automate and standardize.

Technology

CFO Talks

JANUARY 22, 2025

With over two decades of professional experience spanning finance, accounting, and leadership, Henk’s journey began in high school, where his passion for numbers was ignited by managing his own small business and assisting with his fathers bookkeeping. Final planning for the day ahead. Share your favorite leadership lesson.

CFO

CFO Thought Leader

DECEMBER 2, 2024

Now CFO of Orion Innovation, Lam draws on lessons from his investment banking years while embracing the operational demands of finance leadership. Balancing strategic oversight with tactical precision, he demonstrates that leadership thrives at the intersection of experience and adaptability.

CFO

E78 Partners

MAY 22, 2025

E78s work across dozens of portfolio companies reveals a consistent pattern: gaps in leadership and capabilitiesparticularly in finance, technology, and operationsare among the biggest obstacles to scaling performance and executing the investment thesis. Finance leaders in particular, are being asked to do more than deliver clean financials.

Leadership

CFO Thought Leader

JUNE 3, 2025

Hechts leadership focuses on resilience, capital discipline, and ensuring that every finance initiativeespecially in AI and claimssupports long-term value for members, not just financial metrics. CSAA writes policies in 23 states and D.C., but California remains its most complex market.

CFO

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

CFO Strategic Partners

APRIL 14, 2025

Whether you’re a CEO or a department manager, a good grasp of financial principles helps you advocate for your goals, plan strategically, and stay on course when the unexpected happens. A well-planned budget should support your long-term goals as well as zeroing in on granular details.

Mergers and Acquisitions (M&A)

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes. The next step is establishing a profit distribution philosophy.

Prioritization

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes. The next step is establishing a profit distribution philosophy.

Prioritization

Trade Credit & Liquidity Management

JULY 7, 2025

Perceptions of your performance and leadership drive your effectiveness and career potential. Managing through these challenges requires up-to-date knowledge and dynamic leadership. Six Essential Change Leadership Qualities It is, therefore, an opportune time to do a self-assessment. They are a call for dynamic leadership.

Leadership

E78 Partners

JUNE 27, 2025

Leading firms are investing in portfolio monitoring tools, integrated dashboards, and predictive analytics to prioritize resources and unlock underperforming assets. Scenario planning and stress testing, once quarterly exercises, are becoming weekly imperatives.

Benchmarking

E78 Partners

MAY 14, 2025

According to EYs Private Equity Pulse: Key Takeaways from Q1 2025 , 87% of general partners are working with portfolio companies on supply chain impacts, and 75% are prioritizing liquidity and working capital, reflecting a broader trend of cost management that often encompasses IT spend.

Mergers and Acquisitions (M&A)

CFO Thought Leader

JANUARY 13, 2025

Today, Patel channels these cross-functional experiences into his role as CFO of Thrive Market, combining rigorous long-term planning with a mission-driven focus on healthy, sustainable living. “Expand your role beyond planning and reporting by cultivating a deep, holistic understanding of the business model. .

CFO

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. The bank plans to repurchase $1 billion in shares in the first half of 2025 and an additional $2 billion in the second half. billion (about $2.7 Lyndsey Zhang Healthcare: J.P. Morgan J.P.

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Cash flow ensures your organization can meet its obligations month-to-month.

Nonprofit

Collectiv

AUGUST 4, 2025

What Good Governance Looks Like in Agentic BI Let’s take an example: Scenario: A financial planning agent generates a new forecast for Q4, adjusting revenue expectations based on market data and past performance trends. Leadership acts on the data, unaware that a prompt error caused the agent to misinterpret Q3 anomalies.

Forecasting

Bramasol

JANUARY 15, 2025

The next frontier of artificial intelligence that is accelerating in 2025 is agentic AI, which uses sophisticated reasoning and iterative planning to autonomously solve complex, multi-step problems. The user makes a query and the chatbot uses natural language processing to reply with information from its large language model (LLM) training.

SAP

The Charity CFO

APRIL 11, 2025

For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans. If they prioritize innovation, showcase how new funds will enhance your mission. Learn more about best practices when accounting for grants.

Nonprofit

CFO Talks

NOVEMBER 20, 2024

With fewer distractions and a refreshed mind, those early hours are perfect for planning, working on goals, or even getting in some exercise. I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. Waking up at 5 a.m.

CFO

Barry Ritholtz

FEBRUARY 17, 2025

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. I’m curious, I didn’t even talk about the grassroots business fund.

Investments

The Charity CFO

DECEMBER 11, 2024

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Mohan Sivaloganathan, CEO of Our Turn and advocate for youth leadership and equity in education, to discuss the concept of harmonious leadership and its potential to transform the nonprofit sector.

Nonprofit