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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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How to put finance business partnering puzzle together?

Fpanda Club

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Get the basics right Advancements in automation, data practices, and innovative systems make it much easier to generate financial and non-financial insights. But it’s not really that easy.

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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

We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)

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Collaborative Budgeting Process

Spreadym

This can lead to more effective strategic planning. Define budget goals: Clearly articulate the financial objectives and targets that the budget should achieve, aligned with the organization's strategic plan.

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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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Finding the Patterns in Big Data

The Finance Weekly

We're all searching for the easy way out, whether we're data analysts, executives, product managers, or marketers. Use these techniques to uncover insights and patterns so you may be the one to deliver an actionable data point that leads to the upcoming big-ticket item in your strategic plan. #1

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3 Marketing Tools to Adopt to Become Better Finance Business Partners

Fpanda Club

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.