CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

CFO Talks

FEBRUARY 9, 2024

Understanding the rising costs of cybersecurity: The cost of cybersecurity continues to escalate, driven by the increasing complexity of cyber threats, regulatory compliance requirements and the growing reliance on digital technologies.

CFO 52

CFO Strategic Planning Leadership Education 52

Centage

JANUARY 18, 2024

Financial planning and analysis is at the heart of strategic decision-making for businesses, and as we step into 2024, it’s crucial to align your FP&A processes with the latest trends and best practices. Here are some areas within FP&A software & technology to focus on as you start the year.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Leverage Risk Management 40

Future CFO

NOVEMBER 15, 2023

This helps mitigate errors and ensures that teams can leverage spreadsheets effectively. This involves combining spreadsheet usage with modern technologies and best practices to ensure accurate, efficient, and strategic financial operations." Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out. According to Gartner, 52% of strategists report that this is a top-three challenge — the most selected response.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 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

E78 Partners

NOVEMBER 16, 2023

However, only 7% have adopted these technologies so far. 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. Learn how AI can impact your organization by contacting us today.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

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. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

JUNE 30, 2023

By analyzing large volumes of data and identifying patterns and trends, AI systems offers valuable insights for market analysis, customer segmentation, demand forecasting, and strategic planning. AI-powered systems can enable efficient supply chain planning, reduce costs, and improve overall operational resilience.

SAP 76

SAP B2B Leverage Analyzing Data 76

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

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. Environmental, social and governance (ESG) metrics and measurements would top their priority lists.

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

FEBRUARY 9, 2023

Doing so freed up their time and resources to strengthen their team, one of the many benefits of mobilizing your business and planning at a quicker, sharper pace. Companies that utilize adaptable modeling can enable turnkey solutions for finance, sales, and workforce planning. Tap into your strengths.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

VCFO

JUNE 2, 2023

Leveraging Technology in Retail Environments The already sizable application of technology in retail spaces will increasingly grow as advances in video resolution and analysis, contactless shopping, augmented selling, and related areas continue to emerge. — Change brings opportunities as well as challenges.

Retail 66

Retail Finance Leverage Technology 66

CFO Talks

MARCH 19, 2024

Identifying Strategic Priorities The process begins with a thorough analysis of the current financial landscape and an evaluation of emerging technologies, like AI, that can significantly enhance operational efficiencies. Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system.

CFO 52

CFO Communication Finance Budgeting 52

E78 Partners

MAY 23, 2023

Very often, PE backed companies have found the best approach is to leverage an Interim CFO who can address time-sensitive key initiatives that the company can’t afford to wait on while also laying a strong foundation for a future permanent hire. Contact us to learn more.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Planful

SEPTEMBER 28, 2016

Integrated business planning is another key trend, and it helps to tie the long-term financial planning to the operating model, so businesses can bring the capital, operational, and functional planning together. How Can Financial Technology Help to Address and Improve Upon These Trends?

Budgeting 40

Budgeting Planning Forecasting CFO 40

PYMNTS

MARCH 30, 2017

Grant Thornton released its 2017 CFO Survey this week to find that most of these executives said strategic planning is their top priority within the enterprise, surpassing other priorities like performance management or even increased cash flow.

CFO 51

CFO Strategic Planning Corporate Finance Risk Management 51

Future CFO

OCTOBER 17, 2023

Eileen Chua (EC): As the Managing Director at SAP Singapore, my typical workday is incredibly fulfilling as it aligns with my personal values and SAP Singapore's mission to empower businesses, improve lives, and drive positive societal impact through technology. My greatest strengths lie in customer management and strategic planning.

SAP 52

SAP Leadership Finance Strategic Planning 52

Collectiv

JUNE 8, 2022

Visioning informs how you update your infrastructure to leverage the latest BI tools (i.e. Power BI) and data practices to support various business activities, including financial planning and analysis (FP&A) , and product development. The Collectiv team lives and breathes BI strategies and technologies.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JULY 25, 2023

CEO and CFO interest in AI increasing When asked which new technology will most significantly impact their industry over the next three years, both CFOs and CEOs named AI as their top pick, said Gartner. Customers continue to leverage generative AI in their daily life, moving their expectations for user experience. Bant advised.

CFO 52

CFO Education Restructuring Leverage 52

VCFO

NOVEMBER 4, 2022

A CFO that’s great at closing the books and ensuring everything is reconciled is wonderful to have, but are they also innately wired to see and assess what’s coming (threats, trends, new technologies, changing systems) from far in the distance and to then translate those things into strategic dialogue, adaptations, and recommendations?

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

VCFO

JUNE 19, 2023

Asking how well are technology and the plant environment being used to communicate and reinforce messages? and video can also be leveraged. Request a Free Consultation from a vcfo expert who can help you develop a plan to set the stage for long-term employee engaged success. Teams, Slack, etc.),

Prioritization 69

Prioritization Manufacturing Leadership Communication 69

CFO Talks

FEBRUARY 2, 2024

A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation. This technology offers the bandwidth to overcome analytical constraints, enabling more accurate and comprehensive forecasts.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

Spreadym

SEPTEMBER 27, 2023

Spreadym offers a wide range of analysis tools, like plan vs. actual analysis, financial consolidation, budgeting, forecasting and a variety of stored versions of a document. Oracle Hyperion Planning: Oracle's CPM software is known for its robust financial planning and budgeting capabilities.

SAP 59

SAP Budgeting Forecasting Auditing 59

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

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. BUCKLEY: Yeah.

Leadership 107

Leadership Investments Profit and Loss Technology 107

Jedox Finance

JULY 11, 2023

2 With regulations continually evolving, data volumes expanding, and the need for transparency growing, finance leaders are in a strong position to drive these efforts and create strategic value for their organizations. Emerging ESG standards and frameworks Organizations operate in an increasingly complex regulatory environment.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. My guest on today’s podcast is Dan Callahan.

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Planning Math Numbers Investments 130

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Are you also seeing it with T3?

CFO 52

CFO Leadership Accounting Finance 52

Barry Ritholtz

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. This was an Internet-like leap forward in technology.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101