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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice

Nerd's Eye View

Advisors may find it particularly useful for drafting meeting notes, creating summary emails, generating marketing ideas, and analyzing client data for actionable insights. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

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Profit Leaks and Panic Fixes: How Smart CFOs Solve Problems with Precision

CFO Talks

But navigating complex financial problems isnt just about being good with numbers; its about using those numbers to make smart, impactful decisions. Why Financial Problem-Solving Matters More Than Ever Lets be clear: Financial problem-solving isnt just another skill for a CFO its the skill. Then ask it again.

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Embracing Flexibility in Leadership Roles: A Skill Every CFO Needs 

CFO Talks

For example, consider a scenario where your company faces a sudden cash flow issue due to market instability. Here’s why: The Pace of Change is Unprecedented In today’s world, technologies evolve rapidly, markets shift overnight, and customer needs are constantly changing.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

When facing professional challenges, my approach is centred around maintaining a problem-solving mindset and a proactive attitude. This helps in developing a well-informed strategy to tackle the problem. CFOs are often tasked with navigating financial risks, whether due to market fluctuations or operational challenges.

CFO 98
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How to Get Rich in the Markets

Barry Ritholtz

Global capital markets (stocks, bonds, private investments, real estate) are worth over $100 trillion. If you want to get rich in the markets, there are a few things you need to know that very few people will tell you. But I’m going to share with you the ten ways I know where you can get score big in the markets.

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Onwards to 2025: How the accountancy profession gears up

Future CFO

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. Retention "Retaining talent in a conservative market can begin with regular check-ins to address future career pathways and plans within the organisation," Manabat says. "It

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The Finance Leader’s Playbook: Insights from the Journey

Future CFO

This requires expertise beyond finance, including knowledge of the global economy, market trends, laws and regulations, business strategy, and emerging technologies.” Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts.

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