CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

The Charity CFO

APRIL 2, 2024

Managing a nonprofit can be complex, especially when it comes to nonprofit accounting. Finding the right accounting partner for your nonprofit is essential to the financial success of your nonprofit organization. That’s why you need a strong accounting partner who specializes in nonprofits.

Nonprofit 52

Nonprofit Accounting Accounting Firms Communication 52

The Charity CFO

MAY 20, 2022

Emily is a marketing consultant and owner of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, she launched Evergreen to help nonprofits and small businesses who may not have the time, resources, or skillset to grow their engagement through marketing. Get the free guide!

Nonprofit 98

Nonprofit Marketing CFO Education 98

CFO News Room

DECEMBER 16, 2022

They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief compliance officers often have a degree in finance, law, accounting, or business administration. They must also help customers understand their coverage, file claims, and manage their accounts. Senior Accountants.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Strategic Treasurer

APRIL 10, 2023

Episode 248 Becoming a Treasurer Series, Part 27: Languages of Finance: Accounts Receivable What problems arise when treasury and accounts receivable misunderstand each other? Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP.

Accounting 52

Accounting Finance Treasury Communication 52

Strategic Treasurer

APRIL 3, 2023

Episode 247 Becoming a Treasurer Series, Part 26: Languages of Finance: Accounts Payable What problems arise when treasury and accounts payable misunderstand each other? Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP.

Accounts Payable 52

Accounts Payable Accounting Finance Treasury 52

PYMNTS

NOVEMBER 15, 2018

A new report from Software-as-a-Service (SaaS) firm Inspyrus suggested that chief executive officers and accounts payable (AP) professionals aren’t seeing eye to eye on AP technology, and organizations are failing to upgrade their AP processes and tools as a result.

Accounts Payable 63

Accounts Payable Accounting Invoicing Finance 63

Future CFO

JANUARY 27, 2022

CFOs must account for inflation-related uncertainties in annual budget and guidance for investors, said Gartner recently. CFOs will need to account for the higher level of uncertainty as they set budgets that drive investment, compensation and annual guidance shared with investors,” Keenan advised.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

DECEMBER 14, 2020

People want the ability for the information to be communicated in a relevant fashion, as opposed to just a data dump of content long form, which is what a lot of times you find in those online environments,” Dicso said. Then as they go through the journey, communicate the benefits you’re getting and how to get more value.

Banking 116

Banking Communication Prioritization Leverage 116

PYMNTS

FEBRUARY 24, 2020

For the accounts payable (AP) and enterprise resource planning (ERP) automation space, it’s no longer business as usual. Oracle Bets On Education-Centric Integration Strategy In Cloud Computing Race. Growth encouraged the media company to switch to automated processes. Combining ERP, AP To Power Workflow Automation, Payment Processing.

Accounts Payable 89

Accounts Payable Invoicing Education Reconciliations 89

The Charity CFO

NOVEMBER 10, 2022

What should you look for when evaluating nonprofit accounting services? Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. Benefits of Nonprofit Accounting Services. Saves time and money.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

Future CFO

JULY 16, 2021

Customer service doesn’t stop when companies are dealing with outstanding customer accounts. Whether escalating outstanding accounts to third-party collections agencies or managing receivables in-house, AR teams must emphasise customer experience throughout the entire collections process. appeared first on FutureCFO.

Accounting 52

Accounting Accounts Payable Communication Invoicing 52

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. As he puts it rightly, accountants must elevate their roles to that of strategic partners. Because it is expected of them.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

JULY 10, 2020

Customers cannot afford to let fraudsters compromise their bank accounts under any circumstances, but the current economic climate makes attacks all the more painful. FIs that keep customers informed about these and other schemes can better enable them to actively protect their accounts.

Education 53

Education Securities Leverage Banking 53

The Charity CFO

AUGUST 18, 2022

We’ll give you both sides of the story here below so you can make an educated decision on how to proceed. But keep in mind that your organization will be held accountable in the court of public opinion. Don't hire the wrong accountant for your nonprofit! The simple answer is yes, but it’s not without risks. Get the free guide!

Nonprofit 98

Nonprofit Communication CFO Education 98

PYMNTS

AUGUST 2, 2019

The advent of mobile and app-based channels to lure victims to send money to fraudsters has been on the rise, with email and text-based communications the weapons of choice. Conservatism may be a good guiding principle, but stopping the fraudsters before they even get their communications to the end user would also be an effective endeavor.

Communication 79

Communication Education Securities Accounting 79

The Charity CFO

DECEMBER 8, 2022

But in order to get the most out of these grants, you need to understand how to properly manage and account for them. The IRS has strict regulations on how to handle grants and charitable contributions, so it is essential that you understand the best practices when accounting for them. 8 Best Practices When Accounting For Grants.

Accounting 52

Accounting Nonprofit Auditing Compliance 52

CFO Talks

NOVEMBER 25, 2024

How to Handle It: Stand firm on ethical accounting practices and remind decision-makers of the long-term implications of financial misrepresentation. Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences.

Leadership 89

Leadership Auditing Profit and Loss Compliance 89

PYMNTS

NOVEMBER 20, 2020

For Andy Brown , CFO at education technology company Chegg , there was a plethora of opportunities to embrace by collaborating with third-party FinTech partners. Payables and accounting operations overall — "the machinery of paying and getting paid," as Brown explained — topped the list.

CFO 87

CFO Education Auditing Communication 87

CFO News Room

DECEMBER 5, 2022

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

Leadership 100

Leadership Education Problem Solving Nonprofit 100

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

CFO News Room

JANUARY 18, 2023

To be successful in the role, you must possess strong analytical and communication skills. Life insurance agents’ salaries vary depending on the type of life insurance policies they sell and other factors such as experience and education. Education Requirements . Job satisfaction is more than just a salary.

Leadership 130

Leadership Education Communication Sales 130

The Charity CFO

MAY 18, 2022

But when public funds are at risk (in the form of donations and grants ) an accountability system must be employed to ensure funds are used appropriately. The board of directors is the core element of this accountability system. Instead, it’s your responsibility to educate yourself on the basics of financial management and oversight.

Nonprofit 105

Nonprofit Auditing Compliance Budgeting 105

Nerd's Eye View

AUGUST 11, 2022

Furthermore, by communicating proactively, advisors can maintain the confidence their clients have in them and deflect any misleading messaging from other institutions that may guarantee products that promise any level of unrealistic certainty. Read More.

Communication 62

Communication Education Planning Investments 62

CFO Talks

DECEMBER 12, 2024

A Chartered Accountant (SA) with a Diploma in Exercise Science and a host of other credentials, Ronel combines her expertise in finance with her passion for wellness to create impactful solutions for her clients. I enjoy numbers and finances; and I loved accounting at school. I wanted to become a CA since I can remember. Soft skills.

Leadership 88

Leadership CFO Prioritization Education 88

The Charity CFO

APRIL 25, 2024

For nonprofit organizations, accounting comes with a lot of complexity. Instead of slow, paper-driven, backward-looking accounting, these organizations are moving quickly through digital integrations allowing them to focus on their core responsibilities. What is the actual goal in a nonprofit accounting setup?

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

CFO News Room

JANUARY 1, 2023

The Air Line Pilots Association (ALPA) reports that Airline Transport Pilot Certificates (which require the 1,500 flight hours) are being issued at a pace that will replace retiring pilots, but will not account for growth in demand. Laura Williams is a communication strategist, writer, and educator based in Atlanta, GA.

Transportation 130

Transportation Education Budgeting Numbers 130

Future CFO

NOVEMBER 30, 2020

The rapid advancement of sophisticated technology has brought monumental changes to most professions – and accounting is no exception. Many of the manual, routine-based accounting tasks of the past are now undertaken by non-human support. Automation will alter the work of accountants in the coming years.

Accounting 40

Accounting Finance Education Communication 40

PYMNTS

FEBRUARY 14, 2020

Customer service is the lifeblood of financial services, just as much as credit cards, debit cards and checking accounts. But as banking becomes ever-more mobile, and account openings and activities are done through digital channels, the very definition of support – and how it should be provided – is changing. The SMB Focus.

Banking 91

Banking Education Communication Investments 91

The Charity CFO

JULY 10, 2022

They also educate the rest of the board on their duties and responsibilities to the organization. . Communication Committee. Communications. Don't hire the wrong accountant for your nonprofit! The #1 accounting mistake that nonprofits make is hiring the wrong people to help them. Executive Committee.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

PYMNTS

MAY 5, 2020

This can really create a proactive communications strategy to significantly decrease the incidence of successful fraud attempts,” said Pangretic. On the “back end” of the business, Elan leverages state-of-the-art fraud detection tools to identify and prevent transactional fraud, account takeover and fraudulent applications.

Leverage 78

Leverage Risk Management Education Communication 78

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. While the outdated approach to duty of care may have accounted for monitoring employees’ locations, a modern duty of care takes a more holistic approach.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

PYMNTS

JANUARY 22, 2021

In " A Look Forward: What Executives Wish for America and the World in 2021 ," Herrero discusses how his firm's community-based digital literacy and entrepreneurship programs are harnessing technology and connectivity to improve education provision and livelihood outcomes for previously disadvantaged groups.

Marketing 73

Marketing Education B2B Communication 73

The Finance Weekly

JANUARY 22, 2024

CFOs need strong finance and accounting skills, along with years of experience, to find ways to enhance the organization's financial well-being. The CFO may work with the finance and accounting team to predict the effects of different operational decisions. Resolve accounting and finance problems.

CFO 52

CFO Education Communication Leadership 52

CFO Share

MARCH 13, 2023

Managing accounts payable is critical for any business to maintain healthy cash flow and vendor relationships. Financial ratios are essential tools that help companies evaluate their financial performance, including their ability to manage accounts payable effectively. What is accounts payable in ratio analysis?

Accounts Payable 40

Accounts Payable Accounting Prioritization Healthcare 40