CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. A proactive way for business owners to mitigate their risk is through contingency planning. Prioritize the People. More than anything, the last two years have taught us that it’s not always possible to ‘expect the unexpected.’

CFO 98

CFO Planning Risk Management Prioritization 98

E78 Partners

NOVEMBER 16, 2023

AI is advancing as a major driving force in the private equity and mid-market landscape, from being prioritized as a top tech investment to significantly impacting revenue growth and talent acquisition strategies.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 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

CFO Leadership

JANUARY 25, 2024

BUSINESS PLANNING AND ANALYSIS Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Spreadym

AUGUST 2, 2023

It involves creating a detailed financial plan that outlines projected revenues, expenses, and investments for a specific period, typically a fiscal year. Potential short-term focus: Departments might prioritize short-term projects over long-term strategic initiatives to justify their budgets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

KG Virtual CFO

OCTOBER 12, 2020

Prioritize Paying Back Debts A number of coronavirus loan options were established to help out struggling small businesses during the coronavirus. To avoid being stuck in debt for many years to come, prioritize paying off your debt as soon as possible.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

CFO Leadership

JANUARY 5, 2024

Business planning and analysis Financial planning and analysis, profitability reporting and analysis, strategic planning, and enhanced data analytics (collectively, BP&A) are among the highest-ranked priorities for CFOs and finance teams to address in the coming year.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

The Charity CFO

JUNE 7, 2023

Strategic Uses Strategic Planning : Contributes to strategic planning by providing information on the organization’s cash flow patterns. It helps identify trends, fluctuations, and cash flow drivers, which are important for long-term financial sustainability and strategic decision-making.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

VCFO

JUNE 29, 2023

A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 68

Nonprofit Finance CFO Compliance 68

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

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 CFO Compliance 52

Spreadym

JUNE 8, 2023

They help organizations anticipate potential risks, identify opportunities, and make informed decisions about resource allocation and strategic planning. Prioritize necessary expenses while being mindful of discretionary spending that can be reduced or eliminated to align with your financial goals.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. To that point, the only strategic marker that was publicly out there was the revenue goal of 25 billion that had by 2027. That had been put out in 2010.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

CFO Simplified

APRIL 19, 2023

Succession planning is not only about determining your organization’s next leader, but also about creating a continuous process that assesses organizational needs and builds a climate for an executive to succeed. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision.

Planning 52

Planning Leadership Communication Nonprofit 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. This facilitates prioritizing customer requests along with product advancements which in my past experience, has always been a bit of a chess match.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

The Charity CFO

NOVEMBER 17, 2022

A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. A nonprofit budget is typically a planning document that shows how the organization plans to raise and allocate its money to support its programs and operations.

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

Planful

JULY 9, 2020

According to the Dresner report, capital asset planning replaced the ability to link strategic plans to the annual budget as a top-ten item. Cash-flow forecasting and planning also increased slightly in prioritization to overtake workforce planning as the second-highest priority.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Cash Flow Forecasting Budgeting 40

The Finance Weekly

AUGUST 27, 2023

Predict: Signals enhances the analytical capacity of an FP&A team, granting them the opportunity to prioritize efforts effectively. This ensures the delivery of reliable recommendations backed by confidence. Moreover, it eliminates the need for specialized data science knowledge.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Spreadym

JULY 3, 2023

Normative scenarios are particularly valuable for strategic planning and policy development. It's worth noting that these types of scenario planning are not mutually exclusive, and organizations can use a combination of approaches based on their specific needs.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. We chose the latter and said, we have no idea how long this is going to go on, but we owe it to our clients to emerge from it stronger and better than when we went in.

Leadership 106

Leadership Investments Profit and Loss Technology 106

The Charity CFO

JANUARY 12, 2022

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? Bill is the founder of FiveTwo Network and focuses on helping entrepreneurs grow their mission and build better programs by prioritizing revenue generation. How do you grow your mission without chasing the money?

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52

Jedox Finance

NOVEMBER 18, 2021

Let’s take a look at the case of a project-driven company, such as a contract manufacturer: making decisions for or against a project based on the project calculation becomes easier, and less lucrative projects with longer delivery times can be down prioritized. More on this in Stage 4. Then you are in Stage 4 of the maturity model.

Forecasting 52

Forecasting Sales Planning Communication 52