Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Communication 78

Communication Investments Planning Marketing 78

Future CFO

JANUARY 15, 2024

As leaders of the finance function, chief financial officers must be on top of the topic for better decision-making and risk management. Strategies must then also be aligned with the trends coming in in terms of ESG.

Risk Management 52

Risk Management Compliance Valuation Finance 52

The Finance Weekly

DECEMBER 12, 2023

It shares news and best practices, covering topics like AI technology advancements, its impact on financial tasks, and its use in areas like fraud detection, customer service, and investment management. It helps you stay informed about the newest trends and strategies in this field.

Finance 52

Finance Healthcare Budgeting Manufacturing 52

Tips Watch

JANUARY 9, 2023

The topic was strategies for buying Series I Savings Bonds in 2023. Tipswatch.com I participated Monday in a Barron’s Live 30-minute video podcast, hosted by Marketwatch columnist Beth Pinsker. In January? Or just go with TIPS? … Continue reading →

Investments 52

Investments 52

Future CFO

MARCH 26, 2023

Topics covered: Boards, social contract, employees, culture, talent, purpose, DEI, gender, trust, CHRO, pay, compensation, workforce, millennial, Gen-Z, governance, inclusion, upskill, sustainability, ESG, employer, flexibility. The post Is your people strategy human enough? appeared first on FutureCFO.

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CFO Thought Leader

JULY 28, 2023

One of the key topics Brett drills down on is the difference between complicated and complex problems. Dev emphasized the importance of finance being a thought partner and actively shaping strategy. One of the key topics Brett drills down on is the difference between complicated and complex problems.

Problem Solving 52

Problem Solving CFO Manufacturing Leadership 52

CS Lucas

MARCH 23, 2023

It’s important for treasurers to continually revisit and hone their cash forecasting strategies via automation and collaborative working in these everchanging times.

Forecasting 52

Forecasting Cash Flow Forecasting Restructuring Treasury 52

CFO News Room

DECEMBER 28, 2022

Each yeah, HBR produces dozens of videos that cover a wide array of business and work topics, ranging from research-based business theory, to wisdom from top performers in their fields, to nitty-gritty tactics for surviving another day in an imperfect world of work. What exactly is strategy, again? And how do I get better at it?

Planning 130

Planning Strategic Planning Leadership Numbers 130

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim.

Education 94

Education Tax Planning Planning Accounting 94

Future CFO

JULY 17, 2023

When it comes to boards’ top ESG priorities, a majority of board members worldwide (75%) agree that a coherent ESG strategy helps to create sustainable organisational value and stronger financial outcomes, said WTW recently. In addition, more than half of respondents cited shareholder/investor attraction and expectation as a factor, WTW said.

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Planning 52

The Charity CFO

MAY 4, 2022

And this week she sits down to talk about every Executive Director’s favorite topic: the board of directors. The #1 under-used strategy for finding board members who are a perfect fit for your organization (33:30). Listen to the podcast here ??. Or here ??. Ways to overcome your board’s objections to raising money (6:45).

Nonprofit 98

Nonprofit CFO Accounting 98

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Investments 70

Investments Numbers Planning Accounting 70

Regent Assay

OCTOBER 5, 2021

Regent Assay Technology sector lead Pradip Somaia is participating at the EMEA Canalys Forums 2021 event on 7 October as a Panel Member in the Strategy Expert Hub discussing M&A. M&A should be part of your strategy? • How do you raise funding for an M&A strategy. The session will be considering whether. •

Vendor Management 52

Vendor Management Technology 52

Nerd's Eye View

DECEMBER 14, 2022

Even though the client may agree with the advisor on the action they should take and understand the steps they need to follow, they might still hesitate to follow through on the strategy.

Entertainment 80

Entertainment Numbers Planning Communication 80

Barry Ritholtz

NOVEMBER 20, 2023

Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Nuance can get lost when investing strategies become politicized, Perhaps a little history might help shed some light on the subject.2 His book What Investors Really Want delves deeply into that topic.

Investments 73

Investments Finance Marketing 73

Strategic Treasurer

NOVEMBER 21, 2022

Topics of discussion include offering better terms, Southwire’s Supplier Sustainability Program, greenhouse gas goals, and sustainable cash investments. Meeting annual and quarterly targets is being balanced with new ideas for long-term strategic plans. Host: Craig Jeffery, Strategic Treasurer. Related Resources. Download the report today!

Finance 52

Finance Treasury Strategic Planning B2B 52

Strategic Treasurer

AUGUST 22, 2022

They look at having a proper mindset, developing a digital strategy, and applying the latest treasury technology to solve existing problems. Doing this requires accurate data and expertise. In this podcast, Craig Jeffery talks with Nicolas Garcia of UPS on a strategic view of treasury and technology. Host: Craig Jeffery, Strategic Treasurer.

Treasury 52

Treasury Technology Finance Securities 52

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares. How stocks and bonds tend to perform following their biggest down years.

Treasury 69

Treasury Compliance Investments Accounting 69

Adam Kae

JULY 17, 2023

In this blog post, we will explore key financial strategies that can help you effectively scale your agency and drive long-term success. At Adam Kae & Associates, we not only create financial strategies and financial systems for digital marketing agencies, but we are instrumental in helping successfully implement them.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

CFO Simplified

AUGUST 7, 2023

As stated by the Exit Planning Institute , exit planning is a smart business strategy. This starts with discussing exit planning every 90 days to evaluate and agree upon current exit planning topics including timing, valuation requirements, exit options, opportunities to increase company valuation, and an exit or hold decision.

Valuation 98

Valuation Profit and Loss Planning Sales 98

Barry Ritholtz

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. I’m very excited to tell you about my new podcast: At the Money. How Much Money Is Too Much? Brian Portnoy, Shaping Wealth (Nov 22, 2023) Can money buy you happiness?

Construction 60

Construction Investments Finance 60

Future CFO

FEBRUARY 18, 2024

They bring an informed perspective to discussions which is vital to how we set strategy and manage the business. The team are also the architects and owners of several mission critical strategies. My most exciting CFO interactions are with CFOs as clients.

Risk Management 52

Risk Management Concentration Finance Leadership 52

Future CFO

JUNE 14, 2022

Technology deficit, defined as the lack of technology strategy and experience in the boardroom , exists though organisations today operate in an increasingly competitive and digital world, the firm pointed out. Organisations are looking for stronger board engagement in their technology strategy. Survey highlights.

Technology 52

Technology Investments Education Securities 52

Strategic Treasurer

MAY 16, 2022

This roundtable discussion on accounts receivable (AR) topics is made up of bankers who are either product managers or senior treasury executives. Strategies that strengthen the value of AR and the overall relationship. Exclusive Roundtable: Automating the Receivables Journey. June 14 | 1:30 PM EDT. Register Now.

Treasury 52

Treasury Accounting Planning 52

Future CFO

OCTOBER 23, 2023

Nearly one-third of respondents say internally or externally generated data on these topics is ‘low’ or ‘very low’ quality. Newer third parties may require a “track and react” strategy, while existing third-party relationships may only need efficient oversight.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

CFO Leadership

OCTOBER 10, 2023

Their strengths lie in their ability to, generate human-like text, understand context, and provide information across a broad range of topics. Additionally, they can sometimes produce incorrect or misleading information, particularly on topics updated beyond their last training data or when asked to predict or speculate about future events.

Finance 95

Finance Accounting Auditing IFRS 95

Future CFO

JANUARY 25, 2024

Additionally, CFOs need to work more collaboratively with the business to update strategies and performance indicators, as well as proactively deliver insights and value. Taking action on climate change has become an imperative in business strategy, and CFOs are at the forefront of this shift.

CFO 94

CFO Finance Leadership Investments 94

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars. Team Kitces.

Education 130

Education Planning Investments Profit and Loss 130

Strategic Treasurer

APRIL 20, 2023

This webinar will discuss ways of leveraging technology and using efficient organizational strategies to manage working capital effectively even with limited human resources. Topics covered will include the following: Measuring what matters. While cash is always a priority, it’s often difficult to track and improve liquidity.

Leverage 52

Leverage Education Finance Economics 52

CFO News Room

NOVEMBER 12, 2022

As cyber threats increase and companies worldwide bolster their cybersecurity budgets, the regulatory community, including the SEC, is advancing new requirements companies will need to know about as they reinforce their cyber strategy. Resiliency is more than just protection; it’s a plan for recovery and business continuation.

Risk Management 130

Risk Management Planning Investments Economics 130

CFO Talks

MARCH 22, 2023

Then she experienced it first-hand Sarika’s MBA focused on developing a standardised strategy for municipalities in Gauteng to report corruption, nepotism and irregular business activity. As a PhD candidate, she is looking at a similar topic. Sarika studied the flaws of the whistleblower system.

Finance 98

Finance CFO Leadership 98

Strategic Treasurer

APRIL 21, 2022

Strategic Treasurer’s B2B Payments survey, developed in partnership with Bottomline Technologies, sought to understand the shifting technologies, strategies, and practices used by organizations across the Business-to-Business (B2B) payments landscape. Explore All Episodes. 2021 B2B Payments Survey Report.

Treasury 52

Treasury B2B Leverage Finance 52

VCFO

MAY 26, 2022

The Role of Compensation Strategy in Attracting and Retaining Employees. As a result, businesses are taking a long, hard look at their compensation strategies to build and sustain the workforce they need to succeed. Compensation strategy is an articulation of how an organization will approach compensating its employees for their work.

Communication 83

Communication Benchmarking Construction Leadership 83

Future CFO

MAY 30, 2022

In 2022 the focus is shifting to delivery against the ambition and monetising low carbon leadership with customers in order to be able to reinvest in the topic” said Torsten Lichtenau, Senior Partner leading Bain & Company’s global Carbon Transition Impact Area. 2021 was a year of ambition setting catalysed by COP26.

Leadership 98

Leadership Numbers Technology 98

Future CFO

OCTOBER 3, 2022

The program — consisting of six courses — covers topics including the demystification of ESG matters, partnering for the integration of sustainability in business, and strategies, planning, performance, monitoring, and reporting in a sustainable business environment, IMA added.

Leadership 52

Leadership Education Finance Accounting 52

Future CFO

MAY 8, 2022

One of the topics we’ve been covering with finance leaders around Asia during the pandemic has been the issue of transformation – both whole of business transformation and the digital transformation of finance itself. The post PodChats for FutureCFO: CFOs strategies for long-term growth appeared first on FutureCFO.

Finance 98

Finance Investments CFO Numbers 98

Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 85

Education Investments Finance Numbers 85