PYMNTS

OCTOBER 7, 2020

bank to fix the "significant ongoing deficiencies" in its risk management systems, The Wall Street Journal (WSJ) reported. In a consent order which Citi's board agreed to, the bank was chastised for failing in various areas of risk management and internal controls.

Risk Management 92

Risk Management Banking Planning 92

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Moreover, FP&As scenario planning capabilities can enable organizations to evaluate best- and worst-case outcomes before committing to a transaction.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

The Finance Weekly

JANUARY 19, 2025

Artificial intelligence (AI) is changing financial planning and how industries operate. This helps businesses allocate resources efficiently and plan for long-term growth. Lets think about it how will you use AI to take your financial planning to the next level? What is AI in Financial Planning?

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

Global Finance

NOVEMBER 1, 2024

The brand is part of its Green Financial Plan, which aligns with China’s national strategy of achieving “carbon peak and carbon neutrality.” Additionally, BOC issued the world’s first “Belt and Road” sustainable development bond, channeling proceeds into renewable energy and water management projects.

Finance 98

Finance Banking Risk Management Construction 98

Planful

SEPTEMBER 21, 2021

Now, the future of finance is looking remote—61% of financial services CFOs say “they plan to make remote work permanent for roles that allow it.” The post Much-Needed Principles of Risk Management for a Changing World appeared first on Planful. ” As your finance teams look […].

Risk Management 91

Risk Management Finance Securities Planning 91

Future CFO

FEBRUARY 11, 2025

Cash flow management has emerged as a top financial risk that poses the greatest threat to organisational growth, according to a report by insurance company Chubb.

Risk Management 83

Risk Management Credit Risk Education Planning 83

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. Building a culture of continuous learning and establishing a dynamic risk management model will be critical.

Banking 98

Banking Risk Management Leverage Compliance 98

CFA Institute

JULY 3, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Higgins is the author of Investing in U.S.

Marketing 58

Marketing Risk Management Financial Analyst Investments 58

CFA Institute

JANUARY 13, 2023

While risk management may be the key component of wealth preservation, what often gets overlooked is how much smart tax planning can do to help clients retain more of their wealth. After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Tax Planning 114

Tax Planning Planning Risk Management Marketing 114

Global Finance

DECEMBER 26, 2024

Modular systems and automation are revolutionizing FX risk management, enhancing visibility, agility, and adaptability. With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. Risk assessment is the next critical step.

Treasury 59

Treasury Risk Management Currencies SAP 59

Global Finance

AUGUST 1, 2024

The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA. The withdrawal comes shortly after the fund announced plans to raise $2 billion—significantly lower than the previously touted $25 billion.

Planning 122

Planning Marketing Valuation Corporate Finance 122

CFO Talks

JULY 23, 2024

This article aims to provide practical, actionable insights into effective risk management strategies that you can implement within your organization. Understanding Risk Management in the CFO Role Risk management is an integral part of the CFO’s stewardship role.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. The fact of the matter is that every business is subject to some amount of risk. A proactive way for business owners to mitigate their risk is through contingency planning. What is Contingency Planning? The benefit?

CFO 98

CFO Planning Risk Management Prioritization 98

CFO Plans

NOVEMBER 10, 2024

For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success. Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

CFA Institute

MAY 28, 2024

His expertise extends to climate risk management. He is a CPA with traditional accounting training and has evolved into a subject matter expert, leading large-scale finance programs at major global banks. As a dyslexia advocate, Sandback actively consults on neurodiversity in both professional settings and K-12 education.

Planning 52

Planning Risk Management Education Accounting 52

Future CFO

OCTOBER 27, 2024

At the forefront of this situation, the archipelago's chief financial officers and finance leaders are expected to be sustainability champions, integrating ESG factors into their financial planning and reporting processes. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

Cube Software

JULY 3, 2025

Why is strategic planning so important for businesses? Strategic planning provides a structured approach to setting goals, allocating resources, and measuring success.

Budgeting 52

Budgeting Strategic Planning Risk Management Finance 52

CFA Institute

OCTOBER 31, 2023

Hahn, CFA, is a partner with Tata Consultancy Services CRO Strategies Group where he leads their financial risk and model risk management advisory services. He earned an MBA (Hons.)

Risk Management 52

Risk Management Credit Risk Treasury Economics 52

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This issue hampers forecasting accuracy, risk management, and resource allocation. Gain Approval - Present the plan to management with expected benefits.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

CFO Dive

JUNE 25, 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 Dive Brief Netflix taps Airbnb CFO Mertz for board The Airbnb executive previously served in various finance roles at Netflix.

CFO 143

CFO Leadership SAP Compliance 143

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. Additionally, Hardman notes that AI-powered fraud detection has significantly strengthened risk management by identifying anomalies faster than traditional methods.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFA Institute

FEBRUARY 8, 2024

In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Dall is a director on the Leadership Committee of Plan Sponsor Council of America (PSCA) and the chair of PSCA's Thought Leadership Council.

Planning 52

Planning Leadership Education Financial Analyst 52

Global Finance

MARCH 21, 2025

Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning. GF : What does that mean for international business, and how they should plan for the future?

CFO 71

CFO Risk Management Finance Strategic Planning 71

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Practice Management 98

Practice Management Risk Management Budgeting Investments 98

CFA Institute

APRIL 10, 2023

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Planning 126

Planning Performance Measuring Risk Management Economics 126

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. Proactive Payroll Risk Management Proactive Payroll Risk Management is paramount when facing client payment delays.

Economics 52

Economics CFO Risk Management Leverage 52

CFA Institute

MAY 23, 2022

When it comes to the net-zero transition, energy investors must consider various outcomes since the outcomes are, well, so various.

Planning 122

Planning Risk Management Economics Investments 122

CFA Institute

MAY 19, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Higgins is the author of Investing in U.S.

Leadership 90

Leadership Investments Forecasting Leverage 90

CFO News

DECEMBER 16, 2024

As businesses gear up for 2025, TCI Group CFO Ashish Tiwari outlines the evolving role of CFOs, emphasising strategic planning, risk management, and technological proficiency as essential skills for future leadership.

Strategic Planning 40

Strategic Planning Risk Management Planning Leadership 40

Navigator SAP

MARCH 23, 2022

ERP stands for Enterprise Resource Planning and is software used by businesses to manage their day-to-day operations and processes. ERP software allows for the integrated management of business activities, such as finance, operations, manufacturing, supply-chain management, risk management, and project management.

Risk Management 130

Risk Management Manufacturing Finance Planning 130

CFO Plans

MARCH 24, 2025

Discover How CFO Plans Can Transform Your Financial Operations Transformative Business Financial Assurance Imagine a world where your financial advisors are not just service providers but proactive partners in your business journey. Their hallmark is a guaranteed 30-minute or less response time during U.S.

CFO 52

CFO Prioritization Risk Management Planning 52

Navigator SAP

JULY 13, 2022

An enterprise resource planning (ERP) system is a solution geared toward simplifying business processes, increasing efficiencies and integrating all operations including manufacturing, inventory, accounting and risk management. ERPs make it easy to track the progress of all business activities from a centralized location.

eCommerce 130

eCommerce Risk Management Manufacturing Accounting 130

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Problem Solving Communication 98

CFA Institute

OCTOBER 1, 2024

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. Her interests are risk management, asset allocation, private equity, and quantitative stock picking model optimization.

Risk Management 52

Risk Management Finance Investments Planning 52

The Finance Weekly

OCTOBER 30, 2024

Let’s now look at the top cash management solutions that offer these and more features: 1. Datarails Datarails Cash Management is an all-in-one financial planning platform designed to make cash management easy for businesses of all sizes.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

E78 Partners

NOVEMBER 12, 2024

Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59