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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. This demographic tend to be more inclined to explore international markets and diversify their investment portfolios beyond their home countrys borders, driven by increased mobility and the pursuit of superior opportunities.

Banking 115
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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems.

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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results.

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Strategic Planning Components for CFOs to Keep Top-of-Mind

Planful

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

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Members’ Spotlight: Charles Westermeyer

CFO Talks

I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more.

CFO 52
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Mid-Year Update on Key Trends to Watch

Bramasol

Artificial Intelligence Revolution Extends into B2B Although artificial intelligence applications such as machine learning (ML) and robotic process automation (RPA) already have been in wide usage for B2B (business-to-business) markets, the revolution spurred by new generative AI has added fuel to the enterprise adoption of artificial intelligence.

SAP 71