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

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

The Finance Weekly

DECEMBER 9, 2021

This sort of prediction in business is referred to as scenario planning. Scenario planning is arguably the most important responsibility of a finance professional. This post will flesh out all these aspects of scenario planning. What is Scenario Planning & Its Purpose? 3 Types of Scenario Planning.

Risk Management 52

Risk Management Planning Construction Leadership 52

CFO Leadership

FEBRUARY 16, 2022

Use our guide to understand and explore the factors that can make it advantageous to embrace a risk management strategy for foreign exchange. Developing an effective risk-management strategy can be as critical for those businesses as having a viable business model. Develop a clear and simple risk management policy.

Risk Management 52

Risk Management Currencies Foreign Exchange Valuation 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

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 81

Tax Planning Planning Risk Management Marketing 81

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Concentration Communication Tax Planning 130

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Selections

MARCH 4, 2024

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. For decision trees with complicated calculations, a software program can assign values and probabilities to streamline decision-making.

Planning 86

Planning Data Analysis Strategic Planning Forecasting 86

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Share

DECEMBER 9, 2023

These models offer a glimpse into the future, enabling entrepreneurs and business managers to make informed decisions, allocate resources efficiently, and steer their ventures towards success. From startups to established enterprises, understanding the dynamics of financial forecasts is fundamental to effective business planning.

Forecasting 52

Forecasting Planning Currencies Startups 52

Barry Ritholtz

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

Risk Management 112

Risk Management Investments Planning Finance 112

PYMNTS

FEBRUARY 28, 2019

Risk has rewards in all parts of life, but especially in business, where shrewd risk-taking and planning accrues to the bottom line. Perhaps most importantly, unexpected currency volatility can make it impossible to plan for the future. Speaking of the future, what risks, broadly defined, may lie ahead?

Risk Management 53

Risk Management Currencies Foreign Exchange Forecasting 53

Spreadym

MAY 10, 2023

What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. The best option in this case is if your planning software allows to collect and analyses information from different sources in real time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

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

Planful

MAY 24, 2017

This was the focus of the New Jersey Chapter of the CFO Leadership Council at its May 2017 panel discussion titled “How Much Risk Is in Your Risk Management?” Moderated by Angela Tise of the CFO Leadership Council, the panel included Claire Doherty, Director of the Risk Consulting Practice at KPMG, Brian J.

Risk Management 40

Risk Management Prioritization CFO Leadership 40

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

PYMNTS

APRIL 26, 2018

While these challenges remain, firms must also assess and manage risks related to human rights, war, economic turmoil, foreign exchange volatility, cyberattacks and the implications of noncompliance. Today, supply chain and supplier risk management is a beast.

Risk Management 54

Risk Management Compliance Foreign Exchange Communication 54

Jedox Finance

MAY 31, 2023

Strategic workforce planning requires collaboration between finance and human resources (HR), as well as alignment with the organization’s overarching business objectives. Workforce planning challenges to consider Talent is difficult to attract and retain in a highly competitive market.

Planning 52

Planning Forecasting Finance Budgeting 52

PYMNTS

NOVEMBER 9, 2017

More than a third (36 percent) of survey respondents said fraud monitoring and risk mitigation are the areas in which CFOs are most falling short. That’s followed closely by performance risk management and strategic/operational risk management, each cited by 32 percent of survey respondents as areas in which CFOs fail to deliver.

Risk Management 43

Risk Management CFO Treasury Communication 43

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 94

Planning Performance Measuring Risk Management Economics 94

Future CFO

MARCH 27, 2023

When it comes to investment planning, the majority of public companies will update their methodologies to include sustainability metrics as a key part of their return on investment (ROI) analysis by 2026, said Gartner recently.

Investments 52

Investments Planning Risk Management Leverage 52

Planful

OCTOBER 25, 2016

Another panelist highlighted their investment in inventory, as well as managing growth in the business. How do you balance the core responsibilities of Finance with risk management? Making timely, relevant, and accurate data available across the business is critical to effective decision-making and risk management.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

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

Strategic Treasurer

OCTOBER 14, 2022

Global Payments Survey Shows Fraud Concern and Security Investment Plans. Results show the top challenges and areas of planned investment among companies of all sizes, with fraud and security as consistent themes. The post Global Payments Survey Shows Fraud Concern and Security Investment Plans appeared first on Strategic Treasurer.

Securities 52

Securities Investments Planning Treasury 52

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

PYMNTS

DECEMBER 7, 2018

back to the drawing table with its plan to prevent consumer abuses in the future, rejecting its plan and calling on the bank to put in place stronger checks on management. The bank is required to create a plan to improve risk management and governance before the cap on assets can be lifted.

Planning 58

Planning Risk Management Compliance Banking 58

Future CFO

APRIL 26, 2023

The talent challenge is now becoming a table stake for all leaders, with 55% of respondents to the same PwC Pulse Survey acknowledging this as a serious business risk, 78% that plan to enhance their cyber risk management, and 42% who want to see accountability for climate change governance being assigned to a person-in-charge.

CFO 98

CFO Financial Planning and Analysis (FP&A) Risk Management Budgeting 98

Spreadym

JULY 3, 2023

Scenario planning is a strategic management tool used to explore and prepare for the future by developing and analyzing multiple plausible future scenarios. Scenario planning helps you address this uncertainty by considering multiple scenarios with different assumptions and outcomes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Quantitative Analysis 52

PYMNTS

DECEMBER 16, 2016

The CFPB said it plans to include other consumer credit products and information on credit applications, delinquency rates and consumer debt levels in the future. “This critical information will help us identify and act on trends that warn of another crisis or that show credit is too constricted.”.

Risk Management 64

Risk Management Marketing Planning 64

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. Risk Management: Effective risk management is a multifaceted approach, involving more than just financial analysis.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

CFO Share

MAY 23, 2024

CFO responsibilities extend beyond mere bookkeeping; they encompass financial planning, record-keeping, financial reporting, and risk management. Proactive planning with a fractional CFO means affordable risk management during an economic downturn or cash crisis. Ready to solidify your financial foundation?

CFO 52

CFO Risk Management Cost Management Forecasting 52

CFO Selections

MAY 22, 2024

As CFOs, we have a full plate of responsibilities for financial reporting, planning and analysis, and risk management. To us, these types of phrases just sound like more of the same – another overhyped management consulting fad based on a Harvard Business Review article.

CFO 52

CFO Management Consulting Risk Management Finance 52

CFO Talks

AUGUST 2, 2023

I was in my early thirties, and with that comes many challenges,” Claudene Pillay CFO of The Institute of Risk Management (IRM), told the CFO Club Podcast. “As Claudene Pillay: On how the power of community helps with imposter syndrome Written by: Leigh Schaller “I became a CFO at a very young age.

Risk Management 97

Risk Management CFO Leadership Compliance 97

CFO News

MARCH 8, 2023

The finance veteran has nearly three decades of experience spanning across strategic planning, risk management, and fundraising. In his new innings with DTDC, he is expected to play a key strategic role.

Strategic Planning 98

Strategic Planning Risk Management CFO Finance 98

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 112

Planning Risk Management Economics Investments 112