Navigator SAP

DECEMBER 3, 2021

Getting to market involves investment, risk-taking, and strategic planning — all at a rapid pace. Life sciences and biotech companies often make miracles happen, but the road from a spark of genius to a regulator-approved product isn’t easy.

Startups 209

Startups Strategic Planning Investments Planning 209

Navigator SAP

MARCH 15, 2024

ERP also handles the other areas of a food and beverage business, including financial management, human resources and strategic planning. But those functions of ERP will be left for a different article.

Manufacturing 260

Manufacturing Strategic Planning Planning 260

CFO Selections

APRIL 22, 2025

Understanding what kind of risk exists, planning for the impact of this risk, and executing continuity plans to keep the organization operational during a disruption is of paramount importance. The earlier risk can be identified, assessed, managed, and integrated into strategic planning, the better.

Risk Management 64

Risk Management Planning Strategic Planning Compliance 64

The Charity CFO

APRIL 25, 2025

Fundraising, programs, admintheyre often pulling in different directions unless leadership creates a strategic plan and unifies the mission. As Theresa notes: Strategic planning isnt optionalits how you bring everyone to the table and show them how their roles tie into the bigger picture.

Nonprofit 79

Nonprofit Leadership Strategic Planning CFO 79

CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Without constraints, planning becomes unrealistic and wasteful.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

Global Finance

DECEMBER 18, 2024

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115

Banking Education Analyzing Data Economics 115

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. In order to be the future success that we desire, we also need to focus on what we need to build as a strategic base for the company we want to lead next year and the year after that. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

The Charity CFO

FEBRUARY 26, 2025

Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. This requires educating board members and other stakeholders about the nuances of the problem area.

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

Future CFO

OCTOBER 27, 2024

Considering the CFOs’ expertise in financial management, risk assessment, and strategic planning is vital in mastering the complexities of balancing these two goals. The CFO has a deep understanding of the company's financial structure, which is very crucial for identifying where cost savings can be made without sacrificing those.

CFO 98

CFO Communication Strategic Planning Economics 98

CFO Thought Leader

DECEMBER 3, 2024

His career journey, spanning roles in pricing and market dynamics to strategic planning at BlackRock, shaped his approach to finance leadership. These milestones underscore Nagy’s ability to address immediate financial challenges while positioning organizations for longer-term opportunities.

CFO 52

CFO Strategic Planning Prioritization Leadership 52

A Fractional CFO

MARCH 26, 2025

Additionally, the CFO is involved in strategic planning and financial. By Tony Fremarek | A Fractional CFO, LLC A CFO is responsible for managing the financial operations of a business, this includes accounting, financial reporting, cash management, budgeting, maintaining controls, capital structure issues, and financing.

CFO 66

CFO Strategic Planning Cash Management Budgeting 66

CFO News

DECEMBER 16, 2024

As businesses gear up for 2025, TCI Group CFO Ashish Tiwari outlines the evolving role of CFOs, emphasising strategic planning, risk management, and technological proficiency as essential skills for future leadership.

Strategic Planning 40

Strategic Planning Risk Management Planning Leadership 40

Future CFO

MAY 14, 2025

Moreover, the upgraded syllabus seeks to enhance key competencies and behaviours for strategic planning while broadening its scope to include sustainability, such as green finance, environmental costing, and disclosures under IFRS S1/S, as well as other financial technologies like Generative Artificial Intelligence.

Finance 52

Finance IFRS Problem Solving Strategic Planning 52

The Charity CFO

JANUARY 8, 2025

As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. The strategic plan helps the organization focus on its unique strengths and strategic advantages, particularly in legal expertise.

Leadership 52

Leadership Nonprofit Strategic Planning Prioritization 52

CFO Plans

MAY 5, 2025

Such real-world examples highlight how strategic planning and creativity can turn financial challenges into opportunities for growth. In conclusion, achieving financial security in the hospitality sector is possible through strategic planning and continuous adaptation.

Strategic Planning 52

Strategic Planning Economics CFO Leverage 52

CFO Plans

DECEMBER 29, 2024

Consider a tech startup that transitioned from a break-even approach to a thriving enterprise through strategic planning, leveraging data-driven insights and customer feedback to innovate and expand globally. In 2025, let’s redefine the narrative from merely breaking even to scaling strategically.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

The Charity CFO

FEBRUARY 13, 2025

Importance of Cash Flow : Understanding cash flow is crucial for maintaining operational stability and planning for future growth. Strategic Planning for Expansion : Nonprofits must carefully assess their financial health before pursuing programmatic expansion to avoid creating unsustainable funding gaps.

Nonprofit 52

Nonprofit Strategic Planning CFO Budgeting 52

CFO Simplified

JULY 22, 2022

A business plan isn’t something that you just create when you start a company, it’s a strategic plan for how you’re going to manage and grow over the next two, five, and 10 years. The pandemic changed plans for nearly every business. Update your strategic plan.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

CFO Thought Leader

JANUARY 5, 2025

If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective. In this Mentoring Round video, Johnson shares lessons learned from building finance functions capable of adapting to rapid change.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO News

DECEMBER 1, 2023

Harish Kumar Agarwal anticipates robust growth in the steel bars and paints business for FY24 as he shares the strategic plans for production expansion and revenue targets in the coming year.

Strategic Planning 98

Strategic Planning CFO Planning 98

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

CS Lucas

MAY 4, 2025

The full platform includes tools for managing funding, investments, risk exposures, and moredesigned to support both day-to-day treasury operations and strategic planning. Ready to experience better treasury visibility? Watch the video now and get in touch to explore our full dashboard suite.

Treasury 52

Treasury Strategic Planning Forecasting Currencies 52

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

E78 Partners

NOVEMBER 19, 2024

Conclusion: Transforming Audit Challenges into Growth Opportunities Audit readiness may seem daunting, but with strategic planning and the right support, it can be an efficient process that builds stakeholder confidence and strengthens your financial foundations.

Auditing 52

Auditing GAAP Restructuring Compliance 52

VCFO

NOVEMBER 1, 2023

A common outcome of this mindset is a rationalization on the part of the CEO that they (perhaps along with the CFO) can adequately represent the views of People Ops as strategic planning commences, check some HR-oriented items off the list themselves, and not bring focused People Operations expertise to the table.

Strategic Planning 73

Strategic Planning Leadership Planning Compliance 73

Global Finance

MARCH 21, 2025

I think the finance function, more generally can play an important role in quantitative modeling of these impactswhat happens to the cost base; what it does to potential revenues across all the different dimensions of the business and how to incorporate that into the strategic plan. Clearly thats front and center of any CFOs agenda.

Risk Management 71

Risk Management CFO Finance Strategic Planning 71

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Plans

NOVEMBER 10, 2024

For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success. These expenses not only affect the bottom line but are also key to attracting and retaining top talent.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Plans

DECEMBER 16, 2024

This involves regularly reviewing financial statements, setting measurable goals, and implementing strategic plans aligned with business objectives. Maintaining Robust Business Financial Health Tips Robust business financial health is crucial for entrepreneurs.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFO Plans

DECEMBER 23, 2024

Optimize Your Budget with Strategic Planning from CFO experts. This process goes beyond simple fund allocation, encompassing the forecasting of future financial needs and proactive preparation. The ultimate goal is to create a sustainable growth model that supports expansion without compromising financial health.

Startups 52

Startups Planning CFO Budgeting 52

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? Are they time-consuming? Are they as profitable as they can be?

Banking 98

Banking Strategic Planning CFO Planning 98

CFO Talks

JUNE 13, 2023

Key initiatives and strategic planning: During the inaugural meeting, CFO leaders engaged in a vibrant exchange of ideas and strategic planning sessions. Several key initiatives were discussed and will shape the alliance’s future activities.

CFO 97

CFO Strategic Planning Finance Communication 97

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Investors need to assess the target company’s current operational procedures, expenses, and allocation of resources.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Plans

NOVEMBER 4, 2024

For forward-thinking financial firms, integrating these technologies into their strategic planning processes has become a game-changer. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO 52

CFO Cost Management Leverage Planning 52

Global Finance

DECEMBER 6, 2024

By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning. Frame: We communicate the value of our market views through regular updates, reports, and personalized consultations. GF: How can private banks maintain their intimate service offering while scaling globally?

Banking 52

Banking Communication Strategic Planning Leverage 52