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?

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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

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.

Leverage 92

Leverage Prioritization Sales Education 92

PYMNTS

JUNE 23, 2020

Carriers like P&C shared service firm Tokio Marine North America Services (TMNAS) have sought to prioritize payment digitization when faced with the industry’s changing demands. Insurers could even begin leveraging online payment platforms such as Early Warning Services’ person-to-person (P2P) app Zelle. “We

Leverage 52

Leverage B2B Prioritization Securities 52

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

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. Leveraging Technology for Cash Flow Management Technology plays a crucial role in modern cash flow management for SMBs.

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Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

Nerd's Eye View

SEPTEMBER 18, 2023

According to the study, solo firms with no employees had a median of just 40 clients per advisor, while 2-person firms had 70, and 3-person firms had 96, as the advisor leverages themselves and their time by building a support team of a Client Service Associate (CSA) and an Associate Advisor around them.

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Prioritization Leverage Planning Practice Management 90

CFO Thought Leader

DECEMBER 1, 2023

Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data. Planning Ace CFO Charlie Kevers of Carta underscores AI’s impact on manual tasks, reshaping organizational charts to prioritize higher-level thinking.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

JANUARY 16, 2024

We also talk about Thomas' growth in leads led him to create an increasingly stringent filtering process to ensure he only spends time with the most qualified prospects, and minimize discovery calls that would otherwise turn out to be a bad fit, how Thomas' planning process builds up to what can be a 20 to 40 itemized list of recommendations but uses (..)

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Prioritization Marketing Planning Education 79

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.

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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.

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Prioritization Auditing Education Communication 130

The Finance Weekly

DECEMBER 22, 2022

Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs.

Financial Planning and Analysis (FP&A) 98

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

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.”

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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. Learn more below.

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Marketing Reconciliations Prioritization Strategic Planning 52

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. Key Takeaways: 1. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.

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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. As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism.

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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. As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism.

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. As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism.

CFO 52

CFO Forecasting Restructuring Prioritization 52

Bramasol

JULY 22, 2023

By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape. Leveraging Regulatory Compliance - by attracting investment from funds and individuals who view ESG as a core value and by avoiding fines and sanctions.

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IFRS Accounting SAP Compliance 87

CFO Simplified

MARCH 11, 2024

This is a low hanging fruit and quick hit with lots of leverage. Clear performance metrics and goals should be defined, aligned with each of the company’s strategic objectives, and prioritized so not only the right “ingredients” are chosen but the whole “recipe” works together. Incentive Plans. Health and Welfare Plans.

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Communication Prioritization Leverage Healthcare 52

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. These can include galas, auctions, walks, and many other exciting fundraising ideas.

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Nonprofit Prioritization Communication Planning 52

E78 Partners

JUNE 12, 2023

” “Our acquisition is a strategic move that further empowers our clients to optimize their Finance and Accounting operations by leveraging the highly skilled and experienced interim CFOs from Outliers. Prioritizing partners that share our client-focused ethos and deliver value to their clients is key.

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Accounting Firms Finance Accounting Leadership 52

CFO Thought Leader

APRIL 23, 2024

He navigated through these turbulent waters by leveraging his deep understanding of the company’s financial backbone and by building strong relationships with the new management. jb “From the beginning, it is imperative to prioritize the following three fundamental pillars: people, systems, and processes.

CFO 59

CFO Securities Leadership Restructuring 59

PYMNTS

OCTOBER 28, 2020

A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). Leveraging Cloud Computing And Automation To Accelerate Digital Payments.

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B2B Prioritization Compliance Budgeting 87

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

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Investments Compliance Securities Benchmarking 59

CFO Share

FEBRUARY 23, 2024

Prioritizing payments, settling critical supplier invoices first, for instance. Leveraging opportunities such as early payment discounts can also ease financial pressure. This can be achieved through: Optimal cash flow forecasting, allows businesses to plan payments around their expected cash inflows.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability.

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CFO Compliance Performance Measuring Education 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. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant.

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Problem Solving Prioritization CFO Compliance 52

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners.

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Leverage Auditing Compliance Invoicing 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.

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

Future CFO

OCTOBER 23, 2023

While enhancing third-party risk management frameworks with technology will continue to be a focus, getting the right skills and talent into the program to leverage that technology has emerged as a newer and more immediate priority this year.

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Risk Management Leadership Prioritization Budgeting 52

Jedox Finance

JANUARY 13, 2023

To that end, finance leaders can prioritize solutions that facilitate faster data integrations through prebuilt connectors and offer an intuitive user experience to drive adoption. Leaders should also prioritize capabilities that enable workflow automation across large teams that are often regionally dispersed, according to Gartner.

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Planning Prioritization Forecasting Budgeting 52

PYMNTS

NOVEMBER 27, 2020

Per the November Tracker , “Many banks, utility companies and government agencies have been leveraging two-factor authentication (2FA) for several years. Phone Call For You.

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Securities Prioritization Leverage Accounting 107

CFO Share

SEPTEMBER 12, 2023

Leveraging modern inventory management tools or methodologies, like Just-In-Time (JIT), can help businesses strike this delicate balance. This includes monitoring interest rates, renegotiating terms when possible, and prioritizing the repayment of high-interest loans.

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Accounts Payable Prioritization Accounting Leverage 52

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 (..)

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Prioritization Leverage Planning Marketing 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. Additionally, regular reviews can help promote accountability and transparency, building trust with your donors and your board of directors.

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Nonprofit Budgeting CFO Prioritization 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

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Planning Prioritization Concentration Compliance 52