Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 83

Leverage Planning Compliance Investments 83

CFO News Room

JANUARY 17, 2023

What’s unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO Society”.

Planning 130

Planning Technology Investments 130

VCFO

MARCH 2, 2023

Challenges Faced by Professional Services Firms (and How a Strategic CFO Can Address Them) Professional services firms are unique entities. For them, hard assets like inventory, furniture, and machinery which are common in many businesses, are relatively few. What is your long-term plan for the business?”

Strategic Planning 64

Strategic Planning CFO Budgeting Planning 64

Nerd's Eye View

JANUARY 31, 2023

What's unique about Ali, though, is how she transitioned from a retail brokerage firm where she served nearly 400 clients (and was still responsible for business development to get more of them), to a multi-family office serving clients through specialized client relationship teams that keep advisor capacity to no more than 10 clients per advisor at (..)

Retail 76

Retail Planning Finance Investments 76

CFO Leadership

APRIL 5, 2023

There is a general perception that military veterans are great to hire for both their work ethic and a sense of duty to those who have served. As we emerge from the COVID-19 pandemic era, new college graduates entering the workforce have very different ideas and expectations about what work looks like compared to those before them.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

CFO News Room

DECEMBER 25, 2022

based financial services company, she told us that older employees were confounded by the views and behaviors of Millennial and Gen Z employees, such as their insistence on remote working, “fickle” work styles, and unbridled honesty when work wasn’t going their way. But for the first time ever, we now have five generations in the workforce.

Restructuring 130

Restructuring Leverage Education Budgeting 130

Beacon CFO Plus

JUNE 29, 2023

by Rob Joseph, Director, BeaconCFO Plus Bringing High-Level Financial Expertise to Your Company Perhaps your business has never operated with a full-time CFO. Or, maybe you had a full-time CFO who has now left the organization and you’re wondering what to do next. If things change over time, we can adjust.

CFO 52

CFO Budgeting Forecasting Leverage 52

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. Author: Penny Phillips. Guest Contributor.

Practice Management 130

Practice Management Planning Leadership Communication 130

FISPAN

FEBRUARY 15, 2024

As part of the Service Operations team, Chris delivers presentations to our clients, demonstrating the ways in which our product can be beneficial to the company. Chris graduated from SFU in Business Administration where she gained expertise in business strategy, financial concepts, and the art of building a successful product.

Finance 52

Finance Communication Technology Accounting 52

CFO Leadership

AUGUST 12, 2021

The human and professional quality of the CFOLC team is outstanding! I am not keen on recommending networks because people are already busy and don’t have extra time to just chat and sift through a barrage of information, however, the CFOLC is different, and I can only encourage CFO’s and aspiring CFOs to join.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

Planning 52

Planning Education Leverage 52

CFO Talks

OCTOBER 26, 2022

. ‘ Passionate about the public sector ‘ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers.

CFO 98

CFO Auditing Leadership Budgeting 98

Fpanda Club

NOVEMBER 15, 2022

These are only few examples of the uncertainty we face. A former US Secretary of Defense, Donald Rumsfeld mentioned this matrix to answer a question of one of the journalists: “… as we know, there are known knowns; there are things we know we know. Here we deal with hypotheses and assumptions.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

The Finance Weekly

MARCH 1, 2023

In this article, we have compiled a list of the biggest CFO moves that took place in February. Krusmark has been associated with the mattress and bedding company since 2005 and has served in various financial leadership positions. Mona Kennedy | Open Farm Open Farm, a pet food company, has appointed , Mona Kennedy as its finance chief.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

CFO Thought Leader

APRIL 23, 2023

For the next 5 years, Quinn would be involved in a string of business acquisitions that would grow the digital printer’s European revenues from nothing to more than $500 million annually. Sales is where we’re starting. Jack Sweeney CFOTL: Tell us about Vendr … what type of company is this, and what does it do?

CFO 52

CFO Leadership B2C SAP 52

CFO Thought Leader

SEPTEMBER 5, 2023

“When I was 13 or 14 years old, I walked into a motorcycle shop to buy my first bike and they ended up hiring me to sweep floors and haul trash,” recalls Boor, who over the next 10 years segued from maintenance to the service department, to parts management, to sales management, to being general manager of the store.

CFO 52

CFO Nonprofit Leadership Finance 52

PYMNTS

DECEMBER 17, 2020

The digital-first economy has spawned many new business models, and one that has taken flight during this end-of-the-year period is on-demand retail partnerships. In the first one, a service company partners with a retailer to be an exclusive on-demand service provider. They come in two flavors. Think TaskRabbbit and IKEA.)

Construction 83

Construction Retail Investments eCommerce 83

The CFO College

MAY 12, 2021

Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. You treat your remote practice like a “side gig.”

Education 52

Education CFO Investments Budgeting 52

PYMNTS

NOVEMBER 20, 2020

"Interestingly enough, I would actually say the pandemic has been helpful to us, because it's made us think more about how we can use technology to solve some of our problems," Brown told PYMNTS in a recent interview. We don't know what the new normal will look like," said Brown. Embracing Existing Partners. Finding the New Normal.

CFO 87

CFO Education Auditing Communication 87

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. What’s driving this growth?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

JANUARY 15, 2020

Electronic procurement solution provider Basware has announced the formation of a new business unit to offer small and medium-sized businesses its procure-to-pay technology. The unit will be headed by Basware’s current Vice President of Corporate Development Regina Duzanskaja, who will serve as general manager of InvoiceReady.

Accounts Payable 52

Accounts Payable Benchmarking Invoicing Leverage 52

CFO Talks

AUGUST 10, 2022

An accountant is one element of a business that you need on a daily basis’. My guest today is Thuso Marumo, he is the CFO and CEO of his own business, Thito-Thuo Consulting, based in Kroonstad, it is a firm which offers a range of professional accounting and tax services, especially to small and medium-size businesses.

Auditing 52

Auditing CFO Compliance Accounting 52

Future CFO

APRIL 26, 2020

P&G Singapore is home to over 2,000 employees from 40+ nationalities and serves as regional headquarters for Asia Pacific, Middle East and Africa (AMA). Natarajan manages a team of over 1,000 finance professionals serving the AMA region. billion in 2019. What is the most recent innovation that the finance team introduced?

Leadership 52

Leadership CFO Finance Construction 52

The Finance Weekly

JANUARY 2, 2023

As we begin a new year, it is important that finance professionals look back and review the trends of the previous 12 months. Suh had previously served as the corporate vice president and CFO of Microsoft's Cloud + AI group since 2018. billion medical products, distribution, and services business.

CFO 52

CFO Finance Entertainment Corporate Finance 52

PYMNTS

OCTOBER 28, 2020

We see that merchants are able to digitize their commerce faster when these kinds of services are available and effective," he said. That’s why we think it’s so vital to aid the diversity of platforms and other services in the payments ecosystem.". That’s where we come in.

Leverage 70

Leverage Marketing 70

CFO Thought Leader

JULY 23, 2023

“So, you have to do a lot of explaining with regard to exactly what you did in the service and how it can be applied to different types of jobs—and this is particularly true when you get into something like finance.” . We’re a global recruiting firm and one of the most well-known brands within recruiting.

CFO 52

CFO Financial Analyst Finance Leadership 52

PYMNTS

NOVEMBER 12, 2018

a day set aside each year since 1954 to honor all those who have served in the military. today and, each year, about 1 percent of those eligible for service enlist. For him, it’s not just about doing the right thing for service members, but for First Data as well. Veterans Day is Nov.11 11 in the U.S. — Census Bureau.

Education 75

Education Technology 75

CFO News Room

NOVEMBER 23, 2022

The unwind of FTX is certain to dominate business press, pundit, and politician attention due to how its uber connected and very recently idolized top brass have been revealed as drug-addled business incompetents who neverless seem to have done a very good job at disappearing a lot of the moolah, presumable for their personal use.

Currencies 100

Currencies Investments Marketing Banking 100

CFO Thought Leader

MAY 31, 2023

,’ which I was a little nervous about because COVID had arrived only maybe 4 weeks earlier,” remembers Lockwood, who notes that in the past he had offered the business leaders friendly advice as a “capital markets buy-side professional.” We are very lucky. We have six of these, which total 1.25 million square feet.

CFO 52

CFO Budgeting Finance Leadership 52

Future CFO

JUNE 13, 2022

A major piece of advice from her is to stop focusing on one area of business and be open to cross-functional experiences. It also focuses on patient's safety and needs through a seamless service in a warm and compassionate caring and healing environment. . This article is part of FutureCFO's Female Leadership in Finance Series.

Healthcare 52

Healthcare CFO Leadership Finance 52

The Charity CFO

JANUARY 12, 2024

Financial forecasting is a term you’ll hear thrown around in the business world quite often—but in the world of nonprofits, it can be difficult (and even downright impossible) to plan your organization’s finances with any degree of certainty. Interested in learning more about our nonprofit accounting services?

Nonprofit 52

Nonprofit Forecasting Budgeting Strategic Planning 52

CFO Thought Leader

OCTOBER 1, 2023

As it turned out, this would also be his last acquisition—or perhaps we should say his last ExactTarget acquisition, given that this time it was ExactTarget itself that was being acquired. In 2013, ExactTarget became not only the largest company that tech wunderkind Salesforce had ever acquired but also the first publicly traded one. “I

CFO 52

CFO Leadership Finance Leverage 52

The Finance Weekly

NOVEMBER 8, 2022

A tech stack, or a solutions stack, is the combination of technologies and software tools that an organization uses in order to conduct day to day business operations. Finance is responsible for a large number of critical operations in a business. Intuit owns QuickBooks, Turbo Tax and even credit monitoring service Credit Karma.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

The Charity CFO

JANUARY 26, 2023

They’re ever busy trying to make a positive difference in their communities, which is why tax filing often comes as an afterthought. Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services.

Nonprofit 52

Nonprofit Accounting Principles Profit and Loss Auditing 52

Future CFO

MARCH 8, 2023

At the conclusion of the FutureCFO Excellence Awards 2023, we spoke to Tay Siang Leng , CFO for QBE Asia and asked him what he thought were the three (3) most challenging aspects of being a finance leader in 2022. (1) For our industry (general insurance), the rising costs of doing business impact our claims and operational costs.

CFO 98

CFO Communication Economics Finance 98

PYMNTS

OCTOBER 24, 2019

Business management cloud solutions simPRO announced that it is partnering with Square to provide payment processing options to field service professionals, according to a press release. And the intuitive functionality of Square’s features will enable businesses to cut down on paper work, administrative tasks and billing errors.

Invoicing 40

Invoicing Leadership Securities Technology 40

PYMNTS

JULY 13, 2020

The platform’s deal with Visa to bring enhanced payments together with financial management tools in-app for consumers and Careem Captains — the gig workers who comprise its indie workforce — is another win, after being acquired by Uber for $3.1 billion in January. Partnerships are really key.”. On that front, it’s so far, so good for Careem.

Marketing 96

Marketing eCommerce Leverage Planning 96