CFO Talks

NOVEMBER 21, 2024

However, I believe that maintaining a balance is still essential for long-term productivity and well-being. To achieve this balance, I focus on prioritizing my tasks and setting clear boundaries. I ensure that when I commit extra time to work, it is for tasks that truly require my attention and will have a meaningful impact.

CFO 98

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

PYMNTS

JANUARY 20, 2021

As a result, finance teams across the business ecosystem began to prioritize digitization and optimization, and many of them drew the same conclusion: Access to data is imperative to efficient and effective operations. Among the largest is the ongoing use of paper and manual workflows like invoice processing.

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

E78 Partners

JANUARY 5, 2024

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. Proper preparation is critical in navigating the post-acquisition audit process smoothly, minimizing disruptions, and providing timely, accurate information to stakeholders.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Concentration Compliance 93

CFO Talks

OCTOBER 31, 2024

Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks. How do you balance your personal and professional life? Balance, for me, starts with prioritizing tasks, leveraging time management tools, and setting clear boundaries. Finally, remember that leadership is about people.

CFO 97

CFO Leadership Communication Problem Solving 97

The Finance Weekly

DECEMBER 15, 2024

Step 1: Conduct a Marketing Audit Why Start with an Audit? A marketing audit provides a snapshot of your current position and helps identify areas that need improvement. Key Activities in a Marketing Audit SWOT Analysis: Assess your internal strengths and weaknesses, as well as external opportunities and threats.

Planning 52

Planning Marketing Auditing Budgeting 52