Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

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

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

E78 Partners

NOVEMBER 16, 2023

How CFOs can leverage AI 1. By accelerating essential tasks such as data entry, reconciliation, and reporting, finance teams, and CFOs specifically can focus on high-value activities, strategic planning, and oversight.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Talks

FEBRUARY 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Leadership Education 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. This might involve adopting new software, or leveraging data analytics, but at its most basic level, it’s using your existing technology to the fullest. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Network

FEBRUARY 14, 2024

Their cost-efficiency, financial expertise, strategic planning, risk mitigation, and scalability make them a powerful asset. Take advantage of the opportunity to leverage the expertise of a Fractional CFO and revolutionize your financial strategy. Make the change today, and watch your business thrive! Learn more today.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

CFO Thought Leader

APRIL 7, 2024

This episode our Planning Aces emphasize the importance of leveraging one’s breadth of experience, stepping beyond traditional FP&A roles, and focusing on execution to bring significant value to organizations.

Financial Planning and Analysis (FP&A) 52

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

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

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Look for platforms that support company-wide planning, allowing different departments to collaborate effectively.

Financial Planning and Analysis (FP&A) 40

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

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 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.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

Future CFO

NOVEMBER 15, 2023

This helps mitigate errors and ensures that teams can leverage spreadsheets effectively. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support.

Financial Planning and Analysis (FP&A) 52

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

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . Learn more about how a FocusCFO’s Fractional CFO services can help your organization with strategic planning. Strategic Partners. LEARN MORE. 855-236-0600. Follow Follow Follow.

CFO 52

CFO Strategic Planning Communication Credit Risk 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. This cost-effective model allows businesses of all sizes to leverage advanced technologies without financial constraints.

SAP 76

SAP B2B Leverage Analyzing Data 76

Centage

NOVEMBER 14, 2023

For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. Should you put them to work for the organization immediately and apply the surplus strategically based on company goals?

Budgeting 52

Budgeting Forecasting Strategic Planning Leadership 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.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

E78 Partners

AUGUST 15, 2023

Their external perspective and bias to drive action allows them to identify inefficiencies, optimize processes, and develop strategic plans that may not be apparent to internal teams.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

FEBRUARY 27, 2024

Budget tracking is the process of monitoring your nonprofit’s income and expenses to ensure they stay within your planned budget. Effective budget tracking is essential to financial transparency, efficient resource allocation, and strategic planning for your nonprofit. This will look different for every organization.

Nonprofit 52

Nonprofit Budgeting Profit and Loss CFO 52

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

JUNE 7, 2023

Strategic Uses Strategic Planning : Contributes to strategic planning by providing information on the organization’s cash flow patterns. It helps identify trends, fluctuations, and cash flow drivers, which are important for long-term financial sustainability and strategic decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

PYMNTS

OCTOBER 9, 2020

As an extension of its non-consumables strategic plan, Dollar General has unveiled its new popshelf retail store concept. We have leveraged robust consumer insights to create a unique store that we believe will resonate with new customers, while providing Dollar General with even more opportunities for growth in the years ahead.”.

Strategic Planning 43

Strategic Planning Manufacturing Leverage Retail 43

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

AUGUST 2, 2023

Sarah is a seasoned leader in the nonprofit sector, leverages over 18 years of experience to guide organizations towards success. Welcome to the Modern Nonprofit Podcast! Today our guest is Sarah Olivieri. Now let’s dive into the podcast!

Nonprofit 52

Nonprofit Budgeting CFO Strategic Planning 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Strategic planning is your compass. Keeping a vigilant eye on cash flow ensures you don't run aground unexpectedly.

CFO 52

CFO Communication Strategic Planning Education 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.

CFO 52

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

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

JULY 25, 2023

Customers continue to leverage generative AI in their daily life, moving their expectations for user experience. Employees are concerned about job loss yet may eventually leave organisations where they can’t fully leverage generative AI.

CFO 52

CFO Education Restructuring Leverage 52

Jedox Finance

FEBRUARY 9, 2023

What does better adaptability through automation in strategic planning look like out in the wild? Many who do not envision what the user experience will be when using new solutions may overlook the negative impact it can have on the speed and precision of their planning and operations. Tap into your strengths.

Manufacturing 52

Manufacturing Strategic Planning Planning Forecasting 52

VCFO

NOVEMBER 4, 2022

Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present. Tools abound that can shed meaningful, objective, and data-backed light on the makeup of one’s team. Adaptation and Avoiding the Bite of Inaction.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

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.

Planning 52

Planning Prioritization Concentration Compliance 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 process and outcome are very different for different organizations.

Financial Planning and Analysis (FP&A) 52

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

Retail 66

Retail Finance Leverage Technology 66

Centage

OCTOBER 11, 2022

Knowing what roles you’ll need to maintain the profitable parts of your business, what your organization’s strategic plans are, and what your workforce will look like – how many people are retiring? Do you have skill gaps? will make the estimates you develop based solidly in fact.

Financial Planning and Analysis (FP&A) 98

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

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. Leveraging Data for Insights A data-driven approach is central to identifying areas for improvement.

CFO 52

CFO Communication Finance Budgeting 52