Trade Credit & Liquidity Management

JUNE 2, 2025

Risk Mitigation Tools: Maintain a toolkit of flexible solutions, such as milestone payments, escrow, collateral, guarantees, or credit insurance, to balance risk management with sales enablement. Set appropriate credit limits during ramp-up periods to avoid unnecessary disruptions. Strive for “Never say No, but How?”

Sales 52

Sales Prioritization Communication Problem Solving 52

CFO Plans

MARCH 24, 2025

When advisors commit to Guaranteed Service Delivery, they prioritize Trust in Business Operations , ensuring all financial obligations are met with precision and care. This level of commitment enhances Financial Risk Management , allowing potential pitfalls to be identified and mitigated long before they impact the business.

CFO 52

CFO Prioritization Risk Management Planning 52

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

E78 Partners

NOVEMBER 12, 2024

From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. Strengthening Internal Controls and Risk Management Internal controls form the backbone of audit readiness.

Auditing 59

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

PYMNTS

APRIL 22, 2020

The relationships between suppliers and retailers during the coronavirus pandemic have become especially important, and due to the rapidly escalating nature of the pandemic, it hasn’t always been easy for companies to assess risk. Many of them, scrambling to keep up, have instead had to prioritize the partners most important to them.

Risk Management 56

Risk Management Risk Analysis Prioritization Leadership 56

CFO Plans

DECEMBER 16, 2024

Enhance Your Business Efficiency Now to prioritize personal well-being and leadership, ultimately preventing burnout and enhancing quality of life. These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management.

Accounting 52

Accounting CFO Leadership Prioritization 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

Global Finance

APRIL 4, 2025

With Kuwait prioritizing clean energy initiatives including solar and wind projects, we actively support this transition by offering green financing solutions and partnerships to reduce carbon emissions and promote energy efficiency.

Economics 52

Economics Prioritization Leverage Finance 52

Global Finance

FEBRUARY 4, 2025

Anastasia McAlpine: Finastra prioritizes innovation to tackle challenges in the traditionally paper-heavy trade finance industry. The offering also includes automated counterparty onboarding, transaction processing, and risk management. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?

Finance 59

Finance Prioritization Leverage Treasury 59

PYMNTS

OCTOBER 9, 2020

9) that the Federal Aviation Administration (FAA) has not held testing of possibly susceptible technology, prioritized digital risks or created a digital security instruction program. The Government Accountability Office (GAO) noted in a report Friday (Oct.

Prioritization 139

Prioritization Entertainment Manufacturing Technology 139

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. Building business acumen and risk management capabilities will help you align financial goals with broader company strategy. Additionally, I make sure to prioritize my tasks, tackling the most important ones first.

CFO 52

CFO Prioritization Leadership Communication 52

CFO Plans

FEBRUARY 17, 2025

Overexpansion risks can derail even the most promising businesses, making it crucial to scale at a pace your business can sustain. Prioritizing the Management of Business Growth Establish a robust growth management framework. This plan should include cash flow projections, budgeting, and risk management strategies.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

Global Finance

FEBRUARY 4, 2025

GF: What impact has Basel III had on trade finance and how banks adjust their risk management practices? This often means prioritizing less risky customers, which unfortunately could widen the existing trade financing gap for small to mid-sized enterprises, especially in riskier markets.

Finance 52

Finance Compliance Prioritization Leverage 52

CFO Simplified

MARCH 27, 2022

This considered, the role of CFOs in contingency planning and crisis management is indispensable. Risk Management and Leadership. They have the knowledge and skills to assess a crisis and mitigate risk. Prioritize the People. Below are four ways that CFOs provide contingency guidance during this time.

CFO 98

CFO Planning Risk Management Prioritization 98

Future CFO

AUGUST 1, 2023

Supriya Deka: The general features of financial applications include accounting, reporting & analytics, bank reconciliation, billing & invoicing, asset management, budgeting & forecasting, financial risk management, expense tracking, and payroll management.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Prioritization 98

Prioritization Risk Management Communication Planning 98

CFO Leadership

APRIL 10, 2023

With increased risk comes the need for increased duty of care. A realistic duty of care policy goes hand-in-hand with effective travel risk management. That risk varies based on an organization’s size, industry, and scope of business travel. And setting a high bar for duty of care means actively tracking employees.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Risk Management: Understanding and managing financial risks is a critical aspect of a CFO’s role. Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

APRIL 10, 2019

The State of Risk Oversight: An Overview of Enterprise Risk Management Practices ,” a new report released by the American Institute of CPAs ( AICPA ) and North Carolina State University’s Enterprise Risk Management ( ERM ) Initiative), surprisingly only mentions cyber risk a handful of times.

Risk Management 54

Risk Management Leadership Prioritization Economics 54

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products.

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. However, Wingert said the fact remains that many financial institutions, merchant acquirers and online stores are missing important risk signals by overlooking a proven approach to fraud and risk management.

Compliance 108

Compliance Prioritization Securities Banking 108

PYMNTS

SEPTEMBER 25, 2018

What is surprising is that Protiviti’s research concluded CFOs are not prioritizing some of the technologies they could use to achieve their goals in data analytics and security. For example, 72 percent of CFOs rated their prioritization of virtual currencies to be between levels one and three.

Prioritization 67

Prioritization Corporate Finance Education Finance 67

E78 Partners

SEPTEMBER 25, 2024

” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. A robust playbook should prioritize critical tasks and deliverables, guiding the team through every step of the integration process.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

CFO News Room

JANUARY 9, 2023

Prioritizing the sustainability agenda offers tax leaders a distinct opportunity to deliver significant value to the organization. However, in many instances, the tax department continues to be brought in reactively—often, after the strategic decisions have already been made—thereby hindering its ability to deliver real value.

Compliance 100

Compliance Prioritization Risk Management Finance 100

CFO News

FEBRUARY 5, 2025

Companies must prioritize strategic risk management and board adaptability to balance immediate and long-term objectives. India's corporate landscape will see significant legal and regulatory changes by 2025, driven by new privacy and AI laws.

Prioritization 40

Prioritization Risk Management 40

CFO Talks

NOVEMBER 7, 2024

Proficiency in these areas can significantly enhance one’s ability to manage and interpret financial data. Risk Management Developing skills in identifying potential financial risks and implementing strategies to mitigate them is essential. Start by prioritizing tasks and break your day into manageable chunks.

CFO 52

CFO Leadership Communication Finance 52

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. Data Security and Privacy: Both the CFO and the accounting firm should prioritize data security and privacy.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

VCFO

AUGUST 11, 2022

When companies are trying to save every dollar, HR must look to creativity and innovation to compete, as well as find niche areas where they can establish a competitive advantage or key selling point – prioritizing a safety culture, training and developing existing workers, improving evaluation systems, and rethinking benefits models.

Math 93

Math Budgeting Prioritization Risk Management 93

E78 Partners

SEPTEMBER 25, 2024

” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. A robust playbook should prioritize critical tasks and deliverables, guiding the team through every step of the integration process.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 52

VCFO

AUGUST 25, 2022

Planning and Prioritizing IT Security Improvement. Achieving a level of security that meets an organization’s tolerance for risk takes time because virtually every aspect of the business is involved – budgets, people, processes, systems, and more. ——-.

Securities 78

Securities Prioritization Education Budgeting 78

Global Finance

SEPTEMBER 9, 2024

Companies are also prioritizing just-in-time delivery and supply-chain resilience, accepting higher costs for the certainty that nearshoring, for example, provides. HSF has seen a greater focus on certainty of supply chain in the financing sphere through credit insurance, trade finance facilities, and supply chain financing.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Treasury Currencies Finance 105

CFO News

MAY 29, 2024

The RBI has ramped up supervision to curb systemic risks and ensure compliance. Swaminathan urged ARC boards to prioritize assurance functions like risk management and internal audit to identify and mitigate risks effectively. RBI Deputy Governor Swaminathan J.

Prioritization 40

Prioritization Auditing Risk Management Compliance 40

Spreadym

MAY 10, 2023

You can analyze the potential returns and risks associated with different investment options by adjusting variables such as interest rates, market conditions, or investment durations. Risk Management: What-if analysis is also useful in risk management.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 23, 2017

My schedule is carefully planned and prioritized, although I must be agile to adjust the course and adapt my schedule to unpredicted opportunities. With regards to risk management, anticipating risks remains critical to our strategy in order to facilitate success and/or mitigate potential crises.

Compliance 76

Compliance Risk Management Prioritization Retail 76

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JANUARY 3, 2019

Still, even with such “recognition of the systemic risks” posed by “critical infrastructure” (risks that apply to multiple industries and consumer segments), “we as a country still have to figure out how to address those risks and prioritized efforts” at defense, Baich said.

Risk Management 67

Risk Management Securities Prioritization Construction 67

Michigan CFO

MAY 27, 2025

Risk management Insurance policies and contracts were reviewed and adjusted to better protect the business. Cost Control Recurring expenses were audited and reduced; capital expenditures were prioritized and planned with more discipline.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Manufacturing Leadership 52