Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. My guest on today's podcast is Jim Ludwick.

Leverage 92

Leverage Prioritization Sales Education 92

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households. My guest on today's podcast is Thomas Kopelman.

Prioritization 79

Prioritization Marketing Planning Education 79

CFO Thought Leader

DECEMBER 1, 2023

This episode of Planning Aces Brett and Jack discuss FP&A’s role when it comes to breaking down silos within departments, and how A.I. Insights from Finance Leaders: Planning Ace CFO Lauren St. MADE POSSIBLE BY PLANFUL | Planful is the pioneer of financial performance management cloud software.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Nerd's Eye View

SEPTEMBER 18, 2023

Data from the 2022 Kitces Research Study on “How Financial Planners Actually Do Financial Planning” provide some answers about what advisors can expect when going beyond a solo practice, shedding light on the impact that hiring has on advisor capacity.

Prioritization 90

Prioritization Leverage Planning Practice Management 90

The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Prioritize freeing up cash to repay loans. Following 1.5

Financial Planning and Analysis (FP&A) 52

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

CFO Network

MARCH 11, 2024

SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment. Forecasting for Financial Resilience Forecasting and planning are essential components of effective cash flow management for SMBs.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. v360 goes beyond traditional financial analysis and simple snapshots.

Benchmarking 52

Benchmarking Leadership Strategic Planning Valuation 52

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

MARCH 18, 2024

Yet, many advisors might not prioritize networking with COIs or approaching them for client referrals and, as a result, may miss potential opportunities for valuable client referrals. Soft asstets are talent, interst, and skills that are not directly related to one's professional field.

Prioritization 92

Prioritization Leverage Planning Marketing 92

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

DECEMBER 22, 2022

In 2023, organizations may focus on investing in technology that addresses specific pain points and offers a clear return on investment, such as spend management or accounts payable, rather than broader, more comprehensive investments like enterprise resource planning platforms, according to Born. “I That is pervasive across all industries.”.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

CFO Simplified

MARCH 11, 2024

Incentive Plans. in order to motivate employees and tie their efforts with company goals, consider developing or strengthening your existing performance-based incentive plans. This is a low hanging fruit and quick hit with lots of leverage. Health and Welfare Plans. Training and Development.

Communication 52

Communication Prioritization Leverage Healthcare 52

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

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option.

Prioritization 130

Prioritization Auditing Education Communication 130

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. Individual Giving This is the most common form of giving to nonprofits.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

CFO Share

FEBRUARY 23, 2024

Such measures not only aid cash flow optimization but also bring greater predictability to financial planning, ensuring that businesses are not left waiting for critical funds to sustain operations or pursue growth opportunities. Prioritizing payments, settling critical supplier invoices first, for instance.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

PYMNTS

JUNE 21, 2016

According to WSJ , this includes having a game plan. “The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. One group, The Fintech Revolution, identified several areas in which CFOs can better perform amid this era.

Prioritization 41

Prioritization B2B CFO Leverage 41

E78 Partners

NOVEMBER 16, 2023

AI is advancing as a major driving force in the private equity and mid-market landscape, from being prioritized as a top tech investment to significantly impacting revenue growth and talent acquisition strategies. How CFOs can leverage AI 1.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

Strategic Treasurer

MAY 23, 2022

Congratulations, you have done your hard work to gather resources, line up your teams, plan your budget, complete your RFP process and select the perfect fit solution for your company. Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits. Key Takeaways: 1.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52

CFO Forecasting Restructuring Prioritization 52

Centage

SEPTEMBER 11, 2023

Budget vs actuals analysis allows you to assess how well your organization is following its financial plans. Develop a plan to address the variances in your financial forecasting. You must prioritize the ones that have the most significant impact on your business. Are internal processes the reason? Take Action.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

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

Bramasol

JULY 22, 2023

Integration with SAP Analytics Cloud (SAC) also allowed users to gain valuable insights into how their carbon footprints and emission mitigation plans impact other corporate activities as well as overall business results. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 87

IFRS Accounting SAP Compliance 87

Nerd's Eye View

JANUARY 10, 2023

In this episode, we talk in-depth about how Lisa realized that by visiting Coca-Cola’s headquarters consistently and engaging employees in-person about their financial issues, she could become known as a familiar and trusted financial expert in the Coca-Cola community, how Lisa leveraged writing white papers about preparing for retirement and (..)

Prioritization 52

Prioritization Leverage Planning Marketing 52

CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 14, 2023

Today, companies must adapt, evolve, and plan meticulously to stay competitive and profitable. To guarantee they remain on the right course, having a solid plan and budget in place is paramount for ensuring success. Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

MARCH 29, 2024

Prioritize areas for correction: Make a list of the areas or categories of your budget to actual report that is the most impactful for your organization and plan to focus on fixing those areas first.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

The Finance Weekly

NOVEMBER 20, 2023

AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Equipped with precise forecasts and AI-driven insights, leaders in financial planning and analysis (FP&A) can: Base decisions on data Establish achievable financial objectives Adapt resource distribution Assess investment possibilities 4.

Financial Planning and Analysis (FP&A) 52

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

Fpanda Club

FEBRUARY 15, 2021

Planning and forecasting process delivers unreliable outcomes characterized by high volatility and low level of accuracy. Instead of developing partnerships and supporting decision-making members of finance team seem to be undervalued by the business.

Finance 130

Finance CFO Prioritization Budgeting 130

PYMNTS

NOVEMBER 11, 2016

That’s why marketers will be leveraging mobile in their holiday shopping strategies this year, with new and creative strategies that focus more on omnichannel solutions and less on generic mobile coupons. About the same number plan on prioritizing social media apps such as Instagram and Snapchat.

Marketing 75

Marketing Prioritization Leverage Retail 75

PYMNTS

DECEMBER 14, 2020

“The organizations that are doing it better are starting to provide more of a filtering mechanism to expose information in a way that’s most relevant to the individual, and then leveraging better media to make it that much more impactful.”. What’s the goal you’re trying to achieve with that audience? And then how do you reach that audience?

Banking 116

Banking Communication Prioritization Leverage 116