CFO Thought Leader

JANUARY 5, 2025

Throughout, Brett Knowles shares insights into how CFOs can develop organizational trust, adopt strategic compensation models, and champion cross-functional collaboration to drive sustainable growth. If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

PYMNTS

AUGUST 21, 2017

Sixty-nine percent of businesses don’t see any impact from the Brexit vote on their strategic planning. Twenty-one percent of CFOs that have seen strategic planning efforts impacted by Brexit said they have held off from expanding within the U.K. Swiss bank Julius Baer said it plans to open new U.K.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

CFO Simplified

JULY 22, 2022

Meet with your bank. Banks get nervous. Arrange for a meeting to discuss your plans and your concerns, and tell them the kind of help you need. You’re operating as their bank. The pandemic changed plans for nearly every business. Update your strategic plan. Your To-Do List: Grow Your Business.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

CFO Simplified

JANUARY 23, 2025

To simplify the process, weve broken these tips down into three categories: Financial Review Human Resources Updates and Changes Business Planning Tips HERE ARE A FEW STEPS REVITALIZE YOUR BUSINESS PLAN FOR THE NEW YEAR FINANCIAL REVIEW Meet with your bank Revitalizing or scaling your business may require additional funding.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

CSC Advisors

APRIL 10, 2025

Strategic planning on how to finance these upgrades becomes essential since financial hurdles can delay or deter exciting opportunities. Traditional Bank Loans Traditional bank loans can provide the capital needed to expand your preschool. However, preschool financing can often be a challenge.

Finance 52

Finance Education Nonprofit Prioritization 52

PYMNTS

NOVEMBER 16, 2020

To get critical mass in banking — build or buy … but the quickest route to reach and scale, especially in digital endeavors is. We’ve seen other mergers in the space, of course, where a $28 billion marquee all-stock deal was struck between BB&T Corp and SunTrust Banks to create Trust Financial Corp. billion in an all-cash deal.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

PYMNTS

JUNE 17, 2019

In a new partnership, Bottomline Technologies is teaming up with Starling Bank on a Real Time Payments Express Service. The offering will enable corporates and banks to send and receive as well as monitor payments to any U.K. bank account in real time, Crowdfund Insider reported. million compared to $11.9

Banking 62

Banking Strategic Planning Leadership B2B 62

Global Finance

AUGUST 1, 2024

Global Finance: How is digital banking changing Kuwait’s banking market? Among the most important developments introduced by the Central Bank of Kuwait are regulations to foster innovation in financial technologies and services. When we launched Msa3ed (Mosaed), we were the first bank in Kuwait with a digital assistant.

Banking 52

Banking Leadership Strategic Planning B2B 52

Global Finance

JULY 2, 2024

Hussein Fakhreddine, CEO at Qatari investment bank QInvest, said, “The transaction marks a milestone under the Financial Strategic Plan, which is part of the Qatar National Vision 2030, allowing more sophisticated investment strategies and unlocking a significant liquidity pool.”

Marketing 110

Marketing Strategic Planning Securities Investments 110

PYMNTS

JANUARY 14, 2021

Women’s clothing retailer Christopher & Banks Corporation has voluntarily filed for Chapter 11 bankruptcy in the United States Bankruptcy Court for the District of New Jersey, according to a Thursday (Jan. Christopher & Banks also said it is talking with possible purchasers for its online shopping platform and related property.

Banking 56

Banking Strategic Planning Retail eCommerce 56

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

Global Finance

JULY 26, 2024

Banking Circle is the winner of our award for Best Embedded Treasury Solution, providing the core financial infrastructure that allows businesses to build and offer embedded financial solutions. Backbase is another winner of two awards, as Best Non-Bank for Treasury FX Services and for Best A/P & A/R Integrated Solution.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

NOVEMBER 14, 2017

Opus Bank announced news of a new chief financial officer on Monday (Nov. Thompson is coming to the bank from Midland States Bancorp, where he was EVP and CFO as well. Thompson is coming to the bank from Midland States Bancorp, where he was EVP and CFO as well. “We The financial institution (FI) said Nicole M.

CFO 43

CFO Banking Strategic Planning Healthcare 43

Global Finance

JUNE 11, 2024

Innovation is more than improving your technology stack or rebuilding your platforms, such as treasury management systems, enterprise resource planning, or bank connectivity. Treasurers are savvy and leverage technology to solve day-to-day needs such as bank-agnostic reporting, virtual accounts and real-time liquidity.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

Global Finance

JUNE 6, 2024

The Bank of Namibia (BoN) has signed an agreement with NPCI International Payments Limited (NIPL), an international arm of the National Payments Corporation of India (NPCI), to develop a secure national payment system, similar to India’s Unified Payment Interface (UPI) using the same technology. NPCI developed and launched its UPI in 2016.

Strategic Planning 64

Strategic Planning Financial Systems Banking Securities 64

CFO Talks

NOVEMBER 29, 2024

I proposed a recapitalization plan to the board, which was approved, and this reduced our gearing from 101% to 36%. Simultaneously, I renegotiated interest rates with Standard Chartered Bank, securing a 50% reduction in interest costs, saving us $1.5 million annually. This freed up capital for reinvestment.

Finance 98

Finance Profit and Loss CFO Leadership 98

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

PYMNTS

FEBRUARY 10, 2020

He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., He handled all aspects of payment operations, including strategic planning, innovation and risk management. Young will lead the innovation, product integration and product design teams. where he served as vice president of payments. Young will report to Stevens. “We

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

CFO Leadership

DECEMBER 12, 2022

According to the Bank of America Workplace Benefits Report , 95% of employers feel a sense of responsibility for the financial wellness of their employees. Digital banking is also helping to accelerate M&A deals, reducing transaction time and costs, and delivering greater value to buyers and sellers. About Bank of America.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

CFO Simplified

APRIL 3, 2022

The business was having difficulty with its bank. A good banking relationship. Lastly, have a strategic plan going forward and know how your business functions. Moving forward, plan on making small steps if your child wants to make changes in how the business is operating. He had experience in engineering).

CFO 98

CFO Planning Strategic Planning Sales 98

PYMNTS

AUGUST 15, 2019

Montgomery will lead the development of the project, and the Federal Reserve Board of Governors announced that the reserve banks will offer the RTGS service. Montgomery will keep his job as the Federal Reserve Bank of Boston’s first vice president and chief operating officer while leading the FedNow project.

Strategic Planning 63

Strategic Planning Treasury Leadership Banking 63

PYMNTS

JANUARY 19, 2021

But the results also underscored the continued push into consumer banking, and specifically online banking. Loans tied to its cards should reach at least $20 billion in 2024, as the bank noted in an update to its strategic plan. Earnings per share came in at $12.08, while consensus had been at $7.47.

Strategic Planning 61

Strategic Planning Banking Numbers Investments 61

CFO Talks

FEBRUARY 9, 2024

As the custodians of a company’s financial health and strategic vision, modern Chief Financial Officers (CFOs) must navigate the complex landscape of monetary policy with precision and foresight. The Reserve Bank decided to keep interest rates unchanged, opting for stability amidst ongoing economic turbulence.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Jedox Finance

JANUARY 12, 2022

Integrated financial planning is a vital component of modern planning that supports long-term business performance. Types of corporate financial planning. In corporate financial planning, there is a distinction between operational and strategic planning, and between short-term and long-term planning.

Planning 138

Planning Profit and Loss Sales Investments 138

CFO News Room

DECEMBER 16, 2022

Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Chief Compliance Officer. Financial Examiner. Investment Banker.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO Talks

JULY 4, 2024

Strategic Planning for Digital Currency Integration As digital currencies and central bank digital currencies (CBDCs) gain traction, Dr. Ayiku discussed the strategic importance of integrating these into business models.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

CFO Talks

NOVEMBER 11, 2024

Also honored with Standard Bank Eswatini’s BLUE SHEroes Award and recognized by the Eswatini Institute of Accountants. Moreover, in the same period, 2024, Standard Bank Eswatini also honoured me with the BLUE SHEroes award! International Recognition : Awarded the prestigious Best Public Sector CFO in Africa (2023/2024) by ACCA.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Simplified

JANUARY 9, 2022

Business Planning Tips. Meet with your bank. Banks do not know how your specific business has been affected, therefore communication is key. Arrange for a meeting to discuss your plans, your concerns and tell them the kind of help that you’re going to need to get this process started. . Create a new Strategic Plan.

Cash Flow Forecasting 52

Cash Flow Forecasting Strategic Planning CFO Budgeting 52

Beacon CFO Plus

MAY 5, 2023

Knowing what you’re doing begins with having a strategic plan in place for your business that incorporates risk management. Bank surveyed 750 finance leaders about business risks in the fall of 2022.

Risk Management 52

Risk Management Strategic Planning CFO Compliance 52

Future CFO

JUNE 10, 2024

With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning. Another critical aspect of trade finance digitisation is the shift towards data-driven operations, according to MacLennan.

Finance 90

Finance Compliance Communication Strategic Planning 90

CFO Talks

JULY 16, 2024

Key Initiatives and Strategic Planning : Pieter detailed key initiatives undertaken by the ICFOA, emphasizing strategic planning that aligns with global financial trends. Pieter highlighted the importance of fostering collaboration and sharing best practices among CFOs globally.

Leadership 52

Leadership CFO IFRS Strategic Planning 52

CS Lucas

FEBRUARY 16, 2021

You will need to see cash plans using different time buckets and planning horizons depending on whether you are controlling daily payments or negotiating with banks on a medium-term re-financing plans. . Banks are also working to help their customers during this time. Prepare for the best and worst-case scenarios.

Forecasting 52

Forecasting Cash Flow Forecasting Strategic Planning Invoicing 52

VCFO

APRIL 21, 2022

He is particularly skilled in strategic planning, resource management, operations management, forecasting, credit and collections, due diligence, financial reporting and documentation, private equity, bank financing, risk management, compliance, and banking relationships.

CFO 52

CFO Strategic Planning Auditing Finance 52

PYMNTS

SEPTEMBER 4, 2020

Zero Hash compares itself to a Banking-as-a-Service startup, only instead of linking financial institutions into tech to build their own banking products, Zero Hash connects corporates and financial service providers to digital asset infrastructure to settle funds automatically and compliantly.

B2B 60

B2B Startups Communication Strategic Planning 60