Strategic Planning & Operations
Boston Startup CFO
APRIL 12, 2024
Human Resources Alignment Working with your HR department, our firm will align your workforce strategy with your financial goals.
A Day in the Life: Alvin Ip from Aspire
Future CFO
MARCH 24, 2024
Alvin Ip: A typical day in my role as Aspire's CFO is a dynamic mix of strategic planning, collaboration, and decision-making. Strategic planning takes a significant portion of my day, where we delve into overarching strategies, team organization, and directional considerations.
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Crafting a Strategic Business Exit Plan: Mitigating Personal Risk Through Early Planning
VCFO
JANUARY 23, 2024
In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. —– How much can your business benefit from proactive planning and improved capital structure?
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How to Choose the Right Banking Relationship
CFO Simplified
AUGUST 22, 2022
By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? You aren’t taking advantage of the security or processing that some banks are providing as part of modern treasury management.
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Weekend Reading For Financial Planners (September 2-3)
Nerd's Eye View
SEPTEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)
IT Security Professionals Less Confident In Addressing Targeted Cyberattacks
PYMNTS
NOVEMBER 7, 2017
That’s because many IT security professionals themselves are at a loss for how to protect the enterprise against targeted cyberattacks, researchers concluded in Kaspersky’s “ New Threats, New Mindset: Being Risk Ready in a World of Complex Attacks ,” released last week. One reason is because of a talent shortage of IT security experts.
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What Is the CFO’s Role in Risk Management?
Beacon CFO Plus
MAY 5, 2023
Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. With the guidance of a fractional CFO, you can strengthen your strategic plan to incorporate risk mitigation and be better prepared to handle whatever situations arise for your business.
Managing the rising cost of cybersecurity: Strategies for CFOs
CFO Talks
FEBRUARY 9, 2024
Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.
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Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.
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Fractional CFOs for SMEs
Beacon CFO Plus
NOVEMBER 15, 2023
Access to Networks: Fractional CFOs often bring with them a network of contacts and resources in the financial industry, which can help you secure funding, partnerships, or financial services. This helps you make informed decisions. Risk Management: Identifying and mitigating financial risks is crucial for SMEs.
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959: A CFO Role as Broad as Space Is Wide | Mark Seidel, CFO, True Anomaly
CFO Thought Leader
DECEMBER 12, 2023
However, Seidel—CFO of space security start-up True Anomaly—swiftly short circuits the familiar narrative of a space-loving youth. national security. True Anomaly was founded by space operators experienced in Space Force and Air Force tactics, aiming to address challenges in space security operations.
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Five Focal Points for Future-Ready CFOs
CFO Leadership
JANUARY 25, 2024
The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.
What is Financial Forecasting and Why Does it Matter to Nonprofits?
The Charity CFO
JANUARY 12, 2024
Financial forecasts can then be used by nonprofit organizations for: Budgeting Strategic planning Fundraising Grant applications Even cash flow management While not always 100% accurate (especially in the unpredictable realm of nonprofits), a financial forecast can be extremely useful when it comes to informing decision-making and mitigating risks.
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Five Focal Points for Future-Ready CFOs
CFO Leadership
JANUARY 5, 2024
The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.
The AI Revolution: Transforming CFOs Roles in Middle-Market and Private Equity Backed Firms
E78 Partners
NOVEMBER 16, 2023
By accelerating essential tasks such as data entry, reconciliation, and reporting, finance teams, and CFOs specifically can focus on high-value activities, strategic planning, and oversight. Factors such as data privacy, security, and ethical considerations must be addressed to ensure responsible and effective AI implementation.
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Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply
Future CFO
APRIL 6, 2023
With information made available by the solution, CFOs can create more informed three-to-five-year strategic plans that guide and optimise their corporate tax strategy to drive profitable growth.” The post Pillar Two regulations: Wolters Kluwer launches solution to help MNCs comply appeared first on FutureCFO.
Brink’s Closes $860M Deal For Majority Stake In G4S
PYMNTS
FEBRUARY 26, 2020
Cash management firm The Brink’s Company is acquiring a majority stake in the security services company G4S for $860 million (£660 million), The Brink’s Company announced on Wednesday (Feb. times,” according to the release.
Highest Paid CFOs in the World in 2024
The Finance Weekly
MARCH 25, 2024
Even though private firms only need to submit financial reports to the SEC if they have over $10 million in assets and 500+ shareholders, many still prepare these statements for potential needs like securing loans or funding. It's often shown as a ratio or a percentage of what the company owes versus what it owns.
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Set up dynamic update of data model structure
Spreadym
FEBRUARY 12, 2023
To read how the automation of strategic planning was carried out by Spreadym, inc in a Grocery Retailer follow the link. You can read more about granular security here. For example, workers are attributed to teams, then workshops and production plants. Stores can be categorized into a chain: area-region-country.
B2B Tech Startups Land Backing To Modernize The Enterprise
PYMNTS
SEPTEMBER 4, 2020
As organizations accelerate their sales digitization efforts, B2B eCommerce has jumped to the top of strategic planning initiatives. Enterprise governance software company Honcho secured $4 million in Series A funding , the Colorado-based startup announced in a press release this week. Cloudentity.
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JAGGAER Joins Forces With TransferMate On ‘Source to Settle’
PYMNTS
JANUARY 20, 2021
In December, TransferMate of Ireland announced that it had secured the first of two payment licenses in South America as part of its growth effort. TransferMate is one step closer to its strategic plan to create the widest settlement network in our industry,” TransferMate CEO Sinead Fitzmaurice said in a press release at the time.
Quick Guide to SaaS Expense Forecasting
The Finance Weekly
JANUARY 8, 2024
Budgeting, on the other hand, is the strategic planning of a company's finances in crucial areas. This is why scenario planning, which involves asking "what if?" Explore scenarios like what happens if your revenue doesn't grow as predicted or if you can't secure the necessary funding. questions, is crucial.
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The five challenges facing CFOs in a deadweight economy
Future CFO
SEPTEMBER 17, 2023
Adopt a capital activist posture to grow market share and secure funding. Capital activists (CFOs who adopt the mindset of an activist investor when making capital allocation decisions) embody a “nothing is sacred but the strategy” mindset.
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From Controller to CFO: What Changes?
CFO Talks
MARCH 20, 2024
The CFO, while keeping a broader view, also participates in the filing of information with the Securities and Exchange Commission (SEC), as well as maintaining robust policies and procedures. Financial Reporting and Management: The Controller is entrusted with maintaining the chart of accounts and overseeing outsourced functions.
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Budget Preparation Process: Full Step Guide
Spreadym
SEPTEMBER 12, 2023
Pay yourself first by setting aside money for your future financial security. Consider Contingencies: Plan for unexpected expenses or emergencies by including a contingency fund in your budget. This involves setting broader financial and operational objectives and then aligning annual budgets with those strategic goals.
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What is reforecasting?
Centage
NOVEMBER 14, 2023
For the finance team, reforecasting (sometimes called budget reforecasting or financial reforecasting) is the best mechanism for effectively managing changes in strategic planning throughout the budget year. Many IT teams use Agile, a process that lets them incorporate changes to technical requirements on the fly.
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Nonprofit Finance Practices
VCFO
JUNE 29, 2023
Securing the Right Leader and Augmenting Expertise Arguably the most important aspect of setting a nonprofit’s finance practices up for success is first finding the right leader. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.
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Inflection Points in the Business Lifecycle
CFO Leadership
DECEMBER 12, 2022
Asset-rich companies that have variations in cash flow but need significant capital to help them operate can access revolving lines of credit or term loans that are secured by the borrower’s assets. Succession planning: Good succession planning involves deliberation over what is needed for the long-term success of a business.
Fed Names Leader For FedNow Faster Payments Service
PYMNTS
AUGUST 15, 2019
He is a natural fit to lead FedNow given his success in previous Federal Reserve technology and business management roles, and his leadership of our payments security efforts.”. He is currently responsible for financial and treasury services, strategic planning and information technology in the institution.
HR Involvement Early in M&A
VCFO
MARCH 6, 2024
Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function. At the earliest points of interaction, this entails actions such as securing a Non-Disclosure Agreement (NDA) so that all evaluating parties can proceed with the confidence of confidentiality.
12 Best Paying Jobs in Finance in 2023
CFO News Room
DECEMBER 16, 2022
Job security is always a concern when choosing a career, but some fields are more recession-proof than others. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning. One industry that tends to be recession-resistant is finance.
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Bottomline Technologies Beats The Street With Q2
PYMNTS
FEBRUARY 5, 2018
“We continue to execute against our strategic plan and deliver strong results,” the company’s President and CEO Rob Eberle said in a statement. We have a high degree of confidence in our ability to continue to execute against our strategic plan, achieve our financial targets and drive shareholder value.”.
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7 Best Budgeting Software for Small Businesses
The Finance Weekly
OCTOBER 8, 2023
It is now used by fast-growing companies to collaborate, align, and plan effectively for the future. Features: Integrations (ERP, CRM, HRIS, Billing) Collaboration in one central platform Data Management Security Platforms Pricing: Prices were not specified in their website but a free demo could be pre-scheduled.
How an NFL Revenue Marker Gave Way to a New Strategic Plan | Chris Halpin, CFO, IAC
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. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good and the bad. billion in revenue.
Business Growth – Cash and Capital Structure
VCFO
OCTOBER 19, 2023
Marketable securities and prepaid expenses are part of the picture too. On the debt side, evaluate the growth any debt would fund versus what it would take to secure and repay the obligation. With assets, only cash is instantly liquid. It’s the one that affords you the greatest probability of achieving your business and personal goals.
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Bottomline Technologies Posts 12Pct Gain On Subscription And Transaction Growth
PYMNTS
MAY 2, 2019
We enter the fourth quarter and fiscal 2020 confident in our strategic plan and our ability to execute against that plan,” said Rob Eberle, Bottomline Technology president and CEO. The payment services provider also said Thursday that “core net income for the third quarter was $13.7 million compared to $11.9
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Best Practices from the CFO Suite
BlueLight
JULY 30, 2020
Post Series B, it becomes a full-time job to support strategic planning. Building strategic goals with the CEO and Board of Directors, then making sure the functional organizations get the information they need to execute on the strategy.” Security and Audit ?—?NetSuite Their value is in strategic planning.
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Making the case for connecting the spreadsheet dots
Future CFO
NOVEMBER 15, 2023
Collaboration and Communication CFOs should invest in collaboration platforms that allow multiple stakeholders to work on spreadsheets simultaneously while maintaining data security and version control. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically.
Financial Accounting Hierarchy - By JP Puchulu
Boston Startup CFO
APRIL 3, 2023
Additionally, you open yourself up to compliance and audit issues, and you’ll potentially decrease your chances of securing funding and financing. Implementing accurate financial projections enables you to anticipate future revenues, expenses, and cash flow, thus facilitating informed decision-making and strategic planning.
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Finding the Patterns in Big Data
The Finance Weekly
JULY 10, 2022
Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1 Security Benefits. We're all searching for the easy way out, whether we're data analysts, executives, product managers, or marketers. Dashboards.
The Benefits Of Virtual Cards For B2B Payments
PYMNTS
JANUARY 30, 2020
These 16-digit credit card numbers are created for one-time purchases at set amounts, and the convenience, security and speed they provide are allowing them to take hold in the B2B payments space. Settlement is instantaneous, though, granting AP departments real-time cash flow data, and improving strategic planning.
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The need for speed
Jedox Finance
FEBRUARY 9, 2023
What does better adaptability through automation in strategic planning look like out in the wild? Through effective integration of diverse, complex systems, you can also gain more control and security over your business’ data by containing it within a modeling engine that is highly scalable and available around the clock.
Sink, Survive, or Succeed – Adapting Your Business in a Turbulent Time
VCFO
NOVEMBER 4, 2022
Inventory, marketable securities, and other assets have still different liquidity characteristics and variables at play. A clear picture of both the company’s current liquidity profile and where it needs to be will set the stage for defining how to get there. Adaptation and Avoiding the Bite of Inaction.
CFO Pros on the Move: March
The Finance Weekly
APRIL 1, 2023
Marsha Kublall | O’Reilly , Marsha Kublall , who formerly served as Vice President of Strategic Finance and Analytics for Blink Fitness and Vice President of Corporate Strategic Planning and Investor Relations for Cole Haan, has been appointed as the Chief Financial Officer of O'Reilly, a learning platform.
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