Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance

Michigan CFO

APRIL 25, 2025

Furthermore, 23% of Gen Z business owners lack an emergency financial backup plan, whereas only 5% of Boomers report the same. Too many business owners, especially women, avoid their numbers and rely on gut instinct instead of financial data to make decisions, according to Forbes. Not the most reliable source of information.

Strategic Planning

CFO Talks

NOVEMBER 11, 2024

Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. I always loved working with numbers, and mathematics was one of my favorite subjects. Next, I develop a plan that outlines potential solutions.

CFO

CFO Talks

NOVEMBER 12, 2024

From strategic leadership lessons to tips for aspiring CFOs, join us as we delve into the story of a finance professional who is not only driven by numbers but also by a passion for growth, mentoring, and global expansion. Fascination with numbers and financial markets. How do you balance your personal and professional life?

CFO

CFO Talks

MAY 29, 2025

While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. Adjustments are made late in the process to get the numbers right, but the audit trail is messy or missing. Its about giving investors confidence that the numbers they see are reliable. Documentation is incomplete.

IFRS

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. In their case, they use the opportunity to conduct scenario planning, such as for ransomware attacks.

Investments

CFO Talks

JULY 8, 2025

They do not just understand the numbers. They understand the story behind the numbers. By the time they reach executive level, they have the confidence and business fluency needed to challenge assumptions and contribute to strategic planning. It creates leaders who do not just manage numbers.

Leadership

CFO Simplified

DECEMBER 6, 2024

Not only was a massive number of staff needed to open and categorize each request, but tracking the delivery addresses was an ongoing nightmare. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer.

Manufacturing

Future CFO

AUGUST 10, 2025

I usually plan my schedule with about 60% pre-planned meetings, leaving 40% open for ad hoc discussions, urgent matters, or simply space to manoeuvre things around. About 30% of my time goes into business development and strategic planning. That flexibility is key. It’s where strategy meets accountability.

Leadership

CFO Talks

JULY 30, 2025

It is called Strategic Posturing. It looks impressive from the outside, sounds inspiring in meetings, and feels productive when documented in a glossy strategic plan. Many CFOs claim to be strategic partners, but in reality, they are still stuck in the trenches of budget management and monthly reporting. That is branding.

CFO

Future CFO

FEBRUARY 23, 2025

Editors note: In todays A Day in the Life , Elsa Ariany SetyadiACMA, CGMA (pictured), financial planning and performance head at PT Bank BTPN Tbk , shares with FutureCFO audiences how working with the CFO and finance team is always an exhilarating experience for her and how gardening, painting, and travelling inspire her.

Banking

CFO Talks

APRIL 30, 2025

Heres how you turn those numbers into weapons of strategy, influence, and controland how to do it in your business. Budgeting Is Not Just Planning Its Storytelling with Muscle A solid budget doesnt just say well spend less on stationery. Facilitate strategic planning sessions with execs and department heads.

Forecasting

CFO Dive

AUGUST 11, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Sponsored How CFOs can win the finance talent war with AI-assisted planning Published Aug. The numbers are hard to ignore: a gap of 3.5

Financial Planning and Analysis (FP&A)

CFO Talks

NOVEMBER 20, 2024

With fewer distractions and a refreshed mind, those early hours are perfect for planning, working on goals, or even getting in some exercise. I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. Waking up at 5 a.m.

CFO

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. 00:14:36 [Speaker Changed] That that’s number one. Barry Ritholtz : So let’s start a little bit with your background.

Profit and Loss

The Charity CFO

OCTOBER 1, 2024

On today’s episode Jennifer and Tosha will cover the concept of vision-directed strategic planning, non-profit life cycles, and how to build a sustainable organization. Vision Directed Strategic Planning We quickly learn from Jennifer how she cultivates a vision for an organization and what this truly means for their future outlook.

Strategic Planning

Jedox Finance

JANUARY 12, 2022

The answer to these questions and more: a solid financial plan. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company. Types of corporate financial planning. Steps in the financial planning process.

Planning

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting

CFO Selections

MARCH 4, 2024

Decision trees can be more conceptual in nature or have numbers to back up decision scenarios, as is the case of pricing changes affecting revenue figures. A decision tree is a critical part of strategic planning because it allows decision makers to analyze the effects of a significant change throughout different areas of the business.

Planning

Centage

APRIL 24, 2023

The Shift to Modern FP&A Unprecedented cost pressures, along with regulatory and reimbursement issues and diverse revenue sources, all add complexity to the budgeting and planning process for healthcare organizations. With a modern solution, you’ll have a better, more strategic and accurate view of your financial health and performance.

Financial Planning and Analysis (FP&A)

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)

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Planning

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good and the bad.

Strategic Planning

PYMNTS

AUGUST 21, 2017

From a practical standpoint, companies have got to do their contingency planning, but in the expectation that things are going to be business as usual in reality over the next potentially five years,” said Paul Watters, S&P Global Ratings head of corporate research, at an event earlier this year. offices as a result of Brexit.

Strategic Planning

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Benchmarking

CFO News Room

DECEMBER 28, 2022

Number one was that viewers were looking for clarity around strategy: What is it? If you’re busy planning where to put your next factory or which departments to grow, without a rigorous theoretical framework, your competitor is doubtless doing the much harder work of strategizing a way to beat you. <span What isn’t it?

Planning

Accountancy Today

JULY 28, 2023

FRP Corporate Finance has advised ground maintenance provider Ground Control on a refinance with new funding from Pricoa Private Capital to support continued growth plans. Ground Control is an external maintenance business and biodiversity expert founded as a grounds maintenance company in 1973.

Corporate Finance

Nerd's Eye View

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. business goals!

Strategic Planning

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

Most companies — about 90% of businesses with 50 to 200 employees — still use Excel for their budgeting and planning, although they continue to report major pitfalls with time-consuming processes and reporting delays. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting

PYMNTS

APRIL 5, 2020

The countries stress that it will likely be some time before everything returns to normality, but the aforementioned countries have enacted committees to strategically plan ways to both ease the restrictive conditions implemented to stop the virus, while also trying to stop further infections and not overwhelm the medical systems.

Planning

Accountancy Today

FEBRUARY 13, 2024

Fewer than one in 10 UK businesses have succession planning fully integrated into their strategy, despite 30% of companies demonstrating a widespread recognition of its importance, according to new research from Azets. However, just 9% of businesses have succession plans fully integrated, while 6% have given it no thought at all.

Planning

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. By freeing up time, you’ll experience a transformation in your family office accounting , providing more sophisticated wealth planning for your clients. Your most valuable asset is time.

Risk Analysis

CFO Simplified

APRIL 3, 2022

Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. He’ll use this case study to discuss the challenges of succession planning, as well as how to avoid these challenges, and train your successor. The difficulty, however, is that you have to plan for it. Let’s dive in.

CFO

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. The name of Enterprise Resource Planning (ERP) may be misleading. What has been working well?

Financial Planning and Analysis (FP&A)

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury

Jedox Finance

AUGUST 5, 2021

Whether strategic, operational, or tactical – most companies manage their sales planning with self-developed tools that have been adapted. Cloud-based platforms or integrated, automated solutions provide valuable strategic insight in tandem with conventional CRM systems. Strategic sales planning as a foundation.

Sales