Capital CFO LLC

MAY 17, 2024

As business management consultants, we stress the importance of firm roots—meticulous planning, market analysis, and […] The post Launching a Business: What to Know and Essential Tips appeared first on Capital CFO+. Without proper soil preparation, that seed faces an uphill struggle to thrive.

Management Consulting 52

Management Consulting CFO Marketing Planning 52

Planful

MAY 19, 2021

Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its capabilities, become valuable agents of success within their organizations. Today, we’re excited to give them the recognition that they deserve with the launch of the Planful Champions Club.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Finance Management Consulting 40

Future CFO

DECEMBER 8, 2021

The numbers don’t lie -- or so the saying goes – but they rarely tell the whole story either, just like how the Chief Financial Officer (CFO) encompasses more than just finance and accounting. Once upon a time, “CFO” was a reasonably prescriptive, even possibly slightly intimidating title. There I was, a CFO at 40 years old.

Numbers 52

Numbers CFO Management Consulting Treasury 52

Future CFO

MAY 20, 2024

In today’s A Day in the Life interview, Victoria Wymark (pictured), Director, Digital Transformation, PwC Southeast Asia Consulting (SEAC) shared with FutureCFO audiences two such experiences in her professional life and in travel, plus her typical work day. FutureCFO: What excites you the most when you work with CFOs and finance functions?

CFO 52

CFO Management Consulting Finance Communication 52

The Charity CFO

MARCH 9, 2023

Create a plan to build a supportive and trusting workplace by intentionally cultivating DEI in the workplace Understand that there is no one size fits all approach and you will constantly need to adjust and change your plans as you move forward and discover what works for your organization and its employees. Get the free guide!

Accounting 52

Accounting Nonprofit Leadership Management Consulting 52

CFO News Room

DECEMBER 18, 2022

Billy Bennett, an associate partner at the management consulting firm McKinsey & Company at the time the research was conducted, focused on these virtues to avoid taking on a “white savior” role while still finding ways to enact allyship in the teams that he supervised.

Construction 130

Construction Problem Solving Education Management Consulting 130

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

Future CFO

AUGUST 27, 2023

This year, UOB partnered with global management consulting firm Boston Consulting Group on the study, the bank noted. In its fourth year, UOB's ACSS study was conducted from 1 to 26 June 2023 and surveyed 3,400 respondents online from Singapore, Indonesia, Malaysia, Thailand and Vietnam.

Management Consulting 52

Management Consulting Education Economics Budgeting 52

Future CFO

DECEMBER 18, 2024

The Horvth CFO Study 2025 reveals a notable sense of optimism among Chief Financial Officers (CFOs), with 65% expressing positive expectations for the upcoming months. The study indicates a growing appreciation for finance functions, with 72% of CFOs recognising an uptick in internal inquiries.

Economics 97

Economics Management Consulting Finance CFO 97

Barry Ritholtz

APRIL 8, 2025

Tell us what, what the career plans were. You know, I thought I was gonna take the high road and, and be a management consultant. We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. Lisa Shalett : Not at all.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

CFO News Room

DECEMBER 16, 2022

So the gruff 81-year-old is planning to be a chair who can do both: embrace his activist roots while also working across the aisle on incremental gains that could actually become law. A history of management consulting. What’s more, many Democrats don’t support all of Sanders’ policy prescriptions. 1* has taken over.

Math 130

Math Education Management Consulting Healthcare 130