Bramasol

JANUARY 28, 2025

This integration allows users to interact with SAP applications within a secure, closed software environment. SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025.

SAP 78

SAP Data Analysis Leverage Sales 78

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

CFO Plans

NOVEMBER 18, 2024

Learn More About Building Trust with Investors Leveraging Transparent Financial Management as a Strategic Edge Transparent financial management extends beyond fulfilling regulatory obligations; it acts as a strategic advantage. Leverage Technology: Utilize digital tools for real-time data sharing and interaction.

Communication 52

Communication Finance CFO Prioritization 52

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

E78 Partners

NOVEMBER 25, 2024

As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial transactions with ease and precision. Digital transformation enables the execution of intricate financial transactions instantly across countries and with improved security.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 91

Leverage Planning Securities Numbers 91

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Balancing these demands requires careful planning and prioritization. One of the major initiatives was restructuring the company’s share capital.

Finance 98

Finance Profit and Loss CFO Leadership 98

Barry Ritholtz

DECEMBER 30, 2024

Remember, leverage works both ways. The cost price of a security is a matter of historical insignificance, of interest only to the IRS. Stick to your plan. Most investors underestimate the stress of a high-risk portfolio on the way down. Dont put all your eggs in one basket. Asset allocation determines the rate of return.

Investments 57

Investments Performance Measuring Leverage Securities 57

Global Finance

JUNE 9, 2025

Utilizing AI, the app provides leads and insights in a range of areas including travel planning and household budgeting. The new system applies 54 distinct prevention controls aligned with global standards for information security management systems. Since the revamp, the app has had 4.8

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

E78 Partners

DECEMBER 20, 2024

Track and Analyze Cloud Usage Leverage advanced cloud resource management tools to monitor usage patterns, detect inefficiencies, and identify underutilized resources. Key Strategies for Optimizing Cloud Spend To master cloud cost management, C-level leaders must move beyond basic expense tracking.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

Future CFO

APRIL 7, 2025

Chief financial officers, with their role continuously evolving , are expected to champion sustainability initiatives, integrating ESG factors into their financial planning and reporting processes. A key priority is aligning investment decisions with long-term cost efficiencies.

Compliance 52

Compliance Leverage Finance Risk Management 52

CFA Institute

JUNE 10, 2025

. | Franz Mohr serves as an economist at the Department for Innovation, Data Management and Financial Stability at the Austrian Financial Market Authority, where he specializes in monitoring systemic risks across derivatives, securities financing, and securitization markets. Jurgen Janssens is a director at asUgo.

Investments 70

Investments Education Leadership Healthcare 70

CFO Plans

MAY 5, 2025

By pinpointing these patterns, you can proactively plan for slower periods, effectively allocate resources, and maintain a steady cash flow year-round. Explore Strategies to Diversify Your Revenue and secure your business’s future. Establishing a contingency plan with clear steps for unexpected downturns is crucial.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Budget Model A budget model helps financial analysts estimate a company’s revenues and expenses , plan how to allocate resources, and set realistic financial goals.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFO Thought Leader

DECEMBER 10, 2024

Focuses on flexible planning to adapt quickly to market shifts and technology transformations. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat. So, how can we give these teams more leverage?

CFO 52

CFO Leadership Prioritization Auditing 52

Future CFO

DECEMBER 2, 2024

This study, which was based on six roundtable discussions across nine jurisdictions, introduces a 10-point plan designed to empower public sector organisations to align budgets with outcomes, optimise their delivery models and embrace technology and innovation. Instead, they should leverage budgets as strategic tools for decision-making.

Finance 52

Finance Budgeting Leverage Technology 52

CSC Advisors

APRIL 10, 2025

Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. By securing the loan with assets, you reassure lenders that they’ll recover part of their funds even in a worst-case scenario. Choose assets you can afford to leverage without jeopardizing long-term operations.

Forecasting 52

Forecasting Prioritization Planning Securities 52

The Charity CFO

JANUARY 22, 2025

Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. Leverage Available Resources In the information age, there are countless free resources available.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

Future CFO

JUNE 1, 2025

Leveraging digital transformation for treasury efficiency Digital transformation is revolutionising treasury operations in Asia. Secure payment systems combining permissioned blockchain with central bank digital currencies can enhance transaction security and operational efficiency.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

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 52

Risk Management CFO Prioritization Leadership 52

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. As for their methods, Law explains that effective upskilling goes far beyond the traditional classroom setting. "We

Finance 91

Finance Problem Solving Technology Communication 91

Global Finance

DECEMBER 6, 2024

Additionally, there is a growing focus on sectors and themes that can benefit from geopolitical trends, such as global security and infrastructure development. We advise our clients to adopt a proactive approach by implementing robust security measures and staying informed about potential threats.

Banking 52

Banking Communication Strategic Planning Leverage 52

KG Virtual CFO

JULY 21, 2025

This guide presents actionable strategies—defining cash flow, optimizing inflows and outflows, forecasting future needs, leveraging technology and virtual CFO services, building liquidity reserves, and tackling common cash flow problems. Tiered pricing plans that reward prepayment or bulk purchases. Net 45 instead of Net 30).

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting CFO Invoicing 52

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. Our investments in advanced digital banking solutions, automation, and cutting-edge analytics equip us to offer seamless, secure, and scalable financial services.

Economics 52

Economics Prioritization Leverage Finance 52

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. GF : Is there any concern about moving to the cloud, from a security point of view?

CFO 52

CFO Finance Healthcare Investments 52

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

CFO Dive

JUNE 23, 2025

Several other barriers increased in financial reporting leaders’ considerations, however — including data security and privacy concerns (56% in 2024 compared to 32% in 2023), limited AI skills and talent (46% in 2024 compared to 40% in 2023), and gathering relevant and consistent data (44% in 2024 compared to 30% in 2023).

CFO 207

CFO Risk Management SAP Compliance 207

Global Finance

JUNE 9, 2025

A dedicated incubator is planned for this program, along with a physical space to test prototype bank solutions. Working with the Ozone API open banking company, Bancolombia is building the type of open application programming interface (API) infrastructure essential for secure data sharing.

Startups 52

Startups Banking Compliance Investments 52

Focus CFO

NOVEMBER 22, 2024

Sales forecasting is a critical discipline that business owners and sales leaders use to create operating plans and make informed management decisions. Tracking Performance: Using Data to Stay on Plan Despite a sales leader’s natural instinct to out-perform his or her forecast, staying on plan is critical.

Forecasting 52

Forecasting Budgeting Sales CFO 52

Global Finance

JUNE 3, 2025

Banks are leveraging AI primarily to enhance fraud detection and elevate customer service, two critical areas given the regions stringent regulatory environment and the imperative to safeguard financial integrity. Security concerns also dominate cloud migration decisions.

Banking 52

Banking Compliance Education Risk Management 52

CSC Advisors

MAY 23, 2025

Trust our dedicated team at Cornerstone Capital to help explain SBA collateral, how it works, and its implications for business owners seeking to secure an SBA loan. Maximize Your SBA Loan Success with the Right Collateral Collateral is any asset a borrower pledges to a lender to secure loan repayment.

Securities 52

Securities Leverage Investments Finance 52

Global Finance

DECEMBER 27, 2024

Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. Its about changing the mindset of the people in the organization to adopt the technologies and leverage the capabilities that the technologies deliver. CAGR to 2034. increase from last year.

Technology 111

Technology Finance Leverage Investments 111

CFO Talks

JUNE 3, 2025

This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. He explains that this approach not only stabilised SAQA post-COVID but also helped them build financial reserves to secure operations for several years.

Leadership 52

Leadership CFO Finance Auditing 52

Bramasol

JANUARY 15, 2025

The Spread of Agentic AI Over the past two years, the rise of Generative AI applications, started by Open AI's ChatGPT and quickly followed by big players such as Google, Meta, Apple and more, have radically changed the world of business and personal usage cases for leveraging artificial intelligence.

SAP 108

SAP Compliance Leverage B2C 108

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. GF : Is there any concern about moving to the cloud, from a security point of view?

CFO 52

CFO Finance Healthcare Investments 52

CFO Talks

NOVEMBER 11, 2024

Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Leveraging Tax Incentives South Africa offers various tax incentives, including deductions for research and development, employment tax incentives, and incentives for companies in Special Economic Zones (SEZs).

Compliance 52

Compliance CFO Leverage Tax Planning 52