CFO Plans

MAY 2, 2024

Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving. Look for a partner that provides strategic advisory, financial planning, and performance analysis. The post Finding the Right Accounting Partner appeared first on CFO PLANS | Blog.

Accounting 52

Accounting Problem Solving Compliance Communication 52

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning 89

Planning Problem Solving Profit and Loss Prioritization 89

CFO News Room

JANUARY 12, 2023

When employees know their performance is being measured by the rules of productivity software, they become motivated to prioritize emails and messages over their core work. Do you plan check-ins around your schedule without considering your employee’s needs? Do you plan “brainstorming sessions” with no agenda?

Problem Solving 130

Problem Solving Prioritization Planning Securities 130

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. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

CFO News Room

DECEMBER 3, 2022

It combines active listening, managing conflict, shared problem solving, self-regulation, humility, curiosity, and a caring orientation toward others. This will help you narrow your development focus as you prioritize learning to be more collaborative. It may well be that collaboration is simply something you’ve never learned.

Problem Solving 130

Problem Solving Prioritization Planning Marketing 130

Fpanda Club

APRIL 25, 2024

Blade = Budgeting Budgeting is one of the core FP&A planning activities the goal of which is to transform strategic objectives into operational plan by slicing and allocating available resources. Seatbelt cutter = Problem-solving skills An emergency can and will occur unannounced.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Problem Solving Budgeting Forecasting 130

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. What does this all mean? 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40