Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Education 98

Education Concentration Prioritization Finance 98

CFO News Room

JANUARY 8, 2023

While boards may be preoccupied with flattening or reduced investment in IT budgets, they need to keep energies focused on the risks and opportunities in this big shifts. Doing this requires the board to prioritize budget for upgrading IT foundations that enable speed, security, resiliency, and reusability.

Budgeting 130

Budgeting Securities Technology Economics 130

The Finance Weekly

DECEMBER 15, 2024

Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. Step 6: Determine Your Budget Planning for Success Every great plan needs resources to back it up. Your budget dictates whats possible, so its crucial to allocate it wisely.

Planning 52

Planning Marketing Auditing Budgeting 52

CFO Talks

NOVEMBER 21, 2024

First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational. 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.

CFO 98

CFO Leadership Communication Problem Solving 98

The Finance Weekly

MAY 5, 2024

This plan covers everything from activities and target markets to budget, resources, and market positioning. Ensuring that the budget is in line with these elements to meet set objectives is equally important. Prioritizes data significance, acknowledging market dynamics, evolving industry landscapes, and trend analysis.

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. CFOTL: Tell us about Semperis … what does this company do, and what are its offerings today?

CFO 52

CFO Investments Concentration Restructuring 52

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. Understanding CLV can guide customer retention and marketing strategies.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59