Nerd's Eye View

JULY 26, 2022

, and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98

Trade Credit & Liquidity Management

MAY 28, 2025

Building rapport makes problem-solving easier when challenges arise. Credit professionals who prioritize meaningful, face-to-face interactions and consistent follow-up position themselves as proactive partners, adding value to both customer relationships and the company’s bottom line. Establish a Personal Connection.

Investments 52

Investments Communication Problem Solving Sales 52

CFO Talks

OCTOBER 31, 2024

Although hired as a Financial Manager, I found myself knee-deep in operations, problem-solving, and finding better ways to work. These experiences have taught me the importance of adaptability and respect for different perspectives in decision-making and problem-solving. He was not disappointed!

CFO 97

CFO Leadership Communication Problem Solving 97

Trade Credit & Liquidity Management

JUNE 2, 2025

Join them on a customer visit, not just for problem-solving, but to build relationships and better understand both sales and customer objectives. Prioritize Evaluations: Use technology to expedite credit assessments and prioritize applications that are vital for sales, ensuring quick turnaround and minimal delays.

52

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

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. At vcfo, Karli works as a Senior People Operations/ Human Resources Consultant.

Problem Solving 52

Problem Solving Prioritization Compliance CFO 52

PYMNTS

OCTOBER 21, 2020

Risk screening for suppliers is automated, allowing us to prioritize other important areas of focus. Thus, we’re able to focus more on strategic initiatives and outcome-oriented problem-solving. We also have more time to address the many other common challenges that all businesses are navigating today.

Problem Solving 63

Problem Solving Invoicing Prioritization Accounting 63

CFO Plans

MAY 2, 2024

Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving. Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership.

Accounting 52

Accounting Problem Solving Communication Compliance 52

CFO News Room

NOVEMBER 24, 2022

We get to ask questions like: What do I value, and what do I prioritize? The steps below can help you harness ambivalence as a tool to build self-insight and recognize your inherent multifaceted nature, which can then fuel creative problem solving and steer you away from black-and-white thinking.

Problem Solving 100

Problem Solving Nonprofit Prioritization Economics 100

PYMNTS

JUNE 13, 2018

For this reason, Q Fund will prioritize technical diligence over revenue models.” . “There are multiple approaches to building fundamental AI technology,” said Ajay Singh, director at Samsung NEXT Ventures.

Startups 51

Startups Prioritization Investments Problem Solving 51

Global Finance

JUNE 6, 2024

Challenges often reveal new problems to solve, demanding increased focus on finding innovative ways to improve efficiencies. The Corda platform prioritizes privacy, security and interoperability; and it has supported many other DLT projects, including Progmat’s recent tokenized bond project in Japan.

Construction 109

Construction Compliance Cash Management Treasury 109

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 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

The Charity CFO

MARCH 2, 2022

You know what your job description is and, um, figure out a plan on how to prioritize their job. There’s a skillset gap between where we are at and where we want go is that 20% problem solving strategic leader type of person is not really within that wheelhouse or they’ll hire the 20% person. What have you done?

Nonprofit 81

Nonprofit Auditing Reconciliations Accounting 81

CFO News

JUNE 1, 2025

Agentic AI is evolving with standardized architectures, enabling autonomous operation and complex problem-solving. Companies should strategically adopt agentic AI, starting with low-skill processes while prioritizing human feedback.

Problem Solving 40

Problem Solving Prioritization Communication 40

The Charity CFO

DECEMBER 11, 2024

This approach recognizes that the traditional either/or mentality of prioritizing work over personal life (or vice versa) is outdated and ineffective. Create Cross-functional Teams: Form diverse groups to tackle strategic needs, allowing for fresh perspectives and collaborative problem-solving.

Nonprofit 52

Nonprofit Leadership Prioritization Problem Solving 52

CFO Talks

OCTOBER 30, 2024

My interest in finance was sparked by a passion for problem-solving and analysing numbers. Maintaining work-life balance can be challenging, but I prioritize my schedule to ensure quality time with my family, particularly my five-year-old child. What sparked your interest in finance?

CFO 52

CFO Leadership Problem Solving Finance 52

Barry Ritholtz

MAY 16, 2025

Los Angeles Times ) Shifting Product Priorities: What Firms Have Added in the Last Five Years : New polling data shows asset managers prioritizing alternatives, ETFs, and personalized investment solutions to meet evolving investor demands. Rather than look at a problem in a linear, forward, logical manner, you think about it in reverse.

Problem Solving 52

Problem Solving Prioritization Retail Investments 52

CFO Talks

NOVEMBER 1, 2024

My approach involves staying calm under pressure, analyzing the situation thoroughly, and breaking down complex problems into manageable steps. These experiences have enriched my understanding of how different cultures approach collaboration and problem-solving.

Prioritization 98

Prioritization CFO Leadership Communication 98