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. Leveraging Technology for Financial Management In today’s digital age, technology is a crucial asset for effective financial management for hospitality leaders.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

CFO Talks

APRIL 17, 2025

The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time. These tools are not about fancy visuals; they are about surfacing the right insight at the right moment to inform strategic choices.

CFO 52

CFO Compliance Finance Currencies 52

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

E78 Partners

FEBRUARY 5, 2025

Integration should be planned, starting even before the deal closes. The aim is to leverage the efficiencies of scale that come with being part of a larger portfolio. This might involve shifting focus to higher-margin products or business units or investing in strategic growth initiatives.

Leadership 52

Leadership Leverage Strategic Planning Investments 52

CFO Thought Leader

JUNE 9, 2025

In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Dan Fletcher of Planful emphasized the importance of measuring the ROI of AI investments in real, trackable terms.

Planning 52

Planning Finance Budgeting CFO 52

CFO Plans

DECEMBER 29, 2024

Unlock Your Business’s Full Potential with CFO Plans The Danger of a Break-Even Mindset in Business In the dynamic world of financial services, business owners often fall into a common trap: focusing solely on breaking even. Embrace Strategic Financial Planning Effective Financial Planning for Businesses goes beyond balancing the books.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

Future CFO

FEBRUARY 16, 2025

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. By leveraging data intelligence, finance leaders can better evaluate macroeconomic indicators, hiring trends, and sales patterns to predict future needs and challenges."

Finance 64

Finance Forecasting CFO Compliance 64

CFO Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Global Finance

DECEMBER 6, 2024

By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change.

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

CFO Talks

NOVEMBER 11, 2024

Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Global Finance

JUNE 9, 2025

A dedicated incubator is planned for this program, along with a physical space to test prototype bank solutions. In automating and optimizing processes for reconciling payments from different health care plans, Intuitive Care can help improve revenue for health care centers. Development of a regulatory sandbox is also planned.

Startups 52

Startups Banking Compliance Investments 52

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.

Economics 52

Economics CFO Risk Management Leverage 52

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. By leveraging these services, organizations can navigate complex financial landscapes effectively and position themselves for long-term success.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

CFO Plans

JANUARY 20, 2025

Get expert guidance from CFO Plans today to ensure you’re compliant and maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. However, you dont have to face it alone.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

Trade Credit & Liquidity Management

MAY 29, 2025

This shift demands that billers stay informed and proactive, as compliance and efficiency heavily depend on understanding complex regulations and effectively leveraging service providers. Combine technology, regulatory expertise, and strategic planning to manage evolving requirements effectively.

Invoicing 52

Invoicing Compliance Cash Flow Forecasting Currencies 52

CFO Thought Leader

NOVEMBER 7, 2024

Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process.

CFO 52

CFO Healthcare Leverage Planning 52

CFO Dive

JUNE 16, 2025

Analysts predict 2030 prices to be around €150, steadily climbing into 2034 when CBAM is planned to be fully implemented. ERP software solutions simplify all aspects of CBAM management, from reporting and compliance to forecasting and financial planning. The EUA price in 2024 averaged around €65 per metric ton of CO₂.

CFO 246

CFO SAP Compliance Auditing 246

Barry Ritholtz

MAY 6, 2025

What was the career plan? Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. So it’s 10 to one, 20 to one, whatever the precisely the leverage they’re using. I don’t have an MBA from Wharton.

Profit and Loss 57

Profit and Loss Risk Management Marketing Banking 57

CSC Advisors

JUNE 25, 2025

Refinancing allows you to leverage your improved financial standing to secure more favorable terms that weren’t available when you first borrowed. This hybrid approach provides you with the flexibility to plan and fund future expansion, whether that involves new locations, additional employees, or upgraded technology.

Finance 52

Finance Restructuring Strategic Planning Planning 52

CFO News

NOVEMBER 7, 2024

India is strategically planning to leverage the inauguration of President-elect Donald Trump to secure major deals in sectors like semiconductors and manufacturing. However, potential challenges include navigating potential protectionist policies under Trump's 'America First' agenda.

Strategic Planning 40

Strategic Planning Manufacturing Leverage Securities 40

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

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

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Future CFO

SEPTEMBER 3, 2024

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures.

Leverage 59

Leverage Tax Planning Restructuring Strategic Planning 59

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Learn how to do it right.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. This proactive approach is vital for strategic planning and long-term success.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

PYMNTS

APRIL 25, 2017

To move into a greater number of markets, international online home goods retailer vidaXL recently selected global marketplace solutions provider Mirakl to support its growth plans. To do so, the online retailer will leverage Mirakl’s B2C Marketplace Platform. The company reports plans to add an additional 100,000 products shortly.

Leverage 40

Leverage Retail Planning B2C 40

CFO Talks

JUNE 13, 2023

Key initiatives and strategic planning: During the inaugural meeting, CFO leaders engaged in a vibrant exchange of ideas and strategic planning sessions. Through collective efforts, CFOs can leverage their expertise to contribute to the growth and success of organisations worldwide.

CFO 97

CFO Strategic Planning Finance Communication 97

Future CFO

APRIL 13, 2022

Digital transformation is a key pillar of the BINUS 2035 strategic plan and the partnership with Workday will support the group in moving its people and finance operations to the cloud to drive data-driven decisions, empower a skills-ready workforce, and future-proof the organisation, Workday noted.

Education 98

Education Strategic Planning Leverage Finance 98

The Finance Weekly

OCTOBER 13, 2021

These offices, sometimes called the Office of Strategy Management (OSM) or Project Management Offices (PMO), handle measures, reporting, strategic projects, alignment, communications, and strategic planning, which are all under the guise of CPM. A prime example of such innovations is of course CPM software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Fpanda Club

MARCH 28, 2021

This article describes the FP&A maturity assessment model focused on major tasks of the function (strategic planning and budgeting, forecasting, analytics, management reporting, performance management and decision support) and built around 3 key areas – processes, tools/systems and people.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

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

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98