CFO Dive

SEPTEMBER 4, 2024

Employees at some of the firms routinely discussed credit ratings on their personal communication devices, the SEC said.

Communication 264

Communication 264

CFO Plans

NOVEMBER 18, 2024

In the ever-evolving financial services industry, maintaining transparent communication between boards and stakeholders is more crucial than ever. Explore Proven Communication Strategies that enhance financial transparency, offering actionable insights for leaders aiming to foster trust with investors and boards.

Communication 52

Communication Finance CFO Prioritization 52

CFO Dive

MARCH 14, 2023

With steady CFO leadership now paramount, finance leaders should prioritize cash and keep open their lines of communication with shareholders and employees.

CFO 262

CFO Prioritization Leadership Communication 262

CFO Dive

FEBRUARY 21, 2023

Nearly half of execs expect cyber attacks on financial data to increase in 2023, but the majority of finance leaders don't have consistent communication with their CIO to mitigate this risk.

CFO 264

CFO Communication Financial Data Finance 264

Nerd's Eye View

APRIL 24, 2024

Over the past few decades, advicers have used Monte Carlo analysis tools to communicate to clients if their assets and planned level of spending were sufficient for them to realize their goals while (critically) not running out of money in retirement.

Communication 98

Communication Planning Accounting Marketing 98

CFO News

MARCH 10, 2024

At the ETCFO Leadership Summit, top industry leaders said that the role of CIO or CTO is more to get the right, sustainable, scalable and secure solution to anything they bring to the table.

Communication 103

Communication Leadership Securities 103

Navigator SAP

MARCH 11, 2022

Does the lack of communication between your different applications make things harder? Enhance Your Communications and Collaborations Collaboration can make everything run better in a business. A secure and reliable means of communication is essential to getting everyone on the same page.

Communication 230

Communication Leverage Forecasting Manufacturing 230

CFO Dive

JULY 12, 2024

Employers may want to be more lenient with attire, cellphones and communication, but such shifts also may confuse employees if expectations aren't clear.

Communication 162

Communication 162

Navigator SAP

JULY 29, 2022

They need to satisfy B2B and B2C demands for omnichannel communications and buying options while also ensuring that their own supply chain processes are streamlined and efficient. A multichannel distribution model is essential for success and future growth in the post-COVID business world.

B2C 201

B2C B2B Communication 201

Generation CFO

JANUARY 31, 2022

Al Ramich for Forbes describes it better than I could: “Being customer-centric means anticipating a customer’s wants, needs and communication preferences. Well, agile working is more effective, perhaps nowadays only effective, when combined with digitalised processes and communications. . And then getting it right.”.

Communication 213

Communication CFO Technology Accounting 213

CFO Dive

MARCH 13, 2023

It’s on technology leaders to reduce friction and frustration, engage stakeholders and foster communication to ensure a migration goes smoothly.

Communication 147

Communication Technology 147

CFO Dive

NOVEMBER 3, 2022

New owner Elon Musk now has access to sensitive internal communications that could touch on his claim Twitter has more fake accounts than it says it does.

Communication 147

Communication Accounting 147

Global Finance

NOVEMBER 5, 2024

GF: Are the core principles and objectives of Islamic economics a challenge to communicate to younger generations? Communicating with younger generations is key. We need to consider these factors when communicating with Gen Z. How does Gen Z perceive Sharia principles? Khalawi: That is a great question.

Finance 116

Finance Communication Economics Investments 116

Fpanda Club

FEBRUARY 21, 2023

While uncertainty associated with the external factors will always be present regardless of our actions, collaboration, communication and maturity of the finance function are the factors we have control over. Transparency and efficient communication are essential to decrease temperatures and tension.

Budgeting 130

Budgeting Communication Finance Construction 130

Nerd's Eye View

JANUARY 15, 2024

For clients, more frequent communication can be a source of behavioral coaching and helpful information that can better equip them to stay the course through rocky markets. Although newsletters are made to be sent to many people at once, from a client's perspective, they can be seen as a much more intimate form of communication.

Communication 98

Communication Marketing Planning 98

Navigator SAP

DECEMBER 30, 2022

An ERP system can help you streamline your business processes, improve communication and collaboration, and make better data-driven decisions. However, with so many options on the market, it can be overwhelming to choose the right one for your business.

Communication 130

Communication Marketing 130

Navigator SAP

NOVEMBER 22, 2022

There are different ERP software that helps organizations independently manage their financials, communication with suppliers and customers, EDI, warehousing, analytics, demand planning, and distribution departments. Enterprise Resource Planning (ERP) is a range of software solutions designed to help you manage your business.

Communication 130

Communication Planning 130

Navigator SAP

AUGUST 16, 2023

Without an ERP, there is a greater chance of communication breakdowns within your manufacturing business, which could lead to poor performance by all.

Manufacturing 130

Manufacturing Communication Planning 130

Global Finance

APRIL 25, 2023

Smith IV, a longtime Silicon Valley executive and currently head of the Communications, Media and Technology practice at Kearney, speaks to Global Finance about the post-SVB venture capital industry and the pace of innovation.

Communication 122

Communication Finance Technology 122

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations.

Communication 98

Communication Prioritization Securities Marketing 98

CFO News

DECEMBER 21, 2024

The regulatory authority has levied financial disincentives of Rs 33,31,000/-, Rs 5,93,000/-, Rs 8,14,000/-, and Rs 6,82,000/- for the quarters ending March 2023, June 2023, September 2023, and December 2023, respectively.

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CFO News

OCTOBER 17, 2023

The audit committees and the independent directors should regularly communicate with auditors throughout the year and should not limit their role to reviewing the audit report only at the end of the audit, Ajay Bhushan Pandey tells ETCFO in an interview.

Auditing 111

Auditing Communication 111

CFO Talks

OCTOBER 9, 2024

Effective Communication is Key Clear, open, and honest communication is at the heart of any successful organisation. As a CFO, you must not only communicate financial results but also articulate the company’s strategic goals in a way that resonates with everyone—from junior staff to the board of directors.

Leadership 95

Leadership Problem Solving CFO Communication 95

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Communication 98

Communication Budgeting Securities Planning 98

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Communication 98

Communication Startups Planning Compliance 98

CFO News Room

JANUARY 26, 2023

In our 104th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can recognize and define what ‘enough’ growth looks like for their firm and how to create limits to help them say “no” to future opportunities that may create unwanted strain on the business.

Communication 130

Communication Planning 130

Jedox Finance

AUGUST 21, 2024

Effective communication and collaboration are no longer just nice-to-have — they are essential for driving success. The Office of Finance is at the heart of every organization, overseeing financial strategy, risk management, and operational efficiency.

Finance 98

Finance Risk Management Communication Leadership 98

Global Finance

JULY 26, 2024

First, he put a damper on further interest rate hikes, saying he would promote a well-communicated stance of higher rates for longer rather than the former “rushed, volatile, ad-hoc policy moves and experiments.”

Banking 105

Banking Communication Finance Numbers 105

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Support for various business sectors.

Budgeting 178

Budgeting Leadership Communication Leverage 178

CFO News Room

JANUARY 25, 2023

Namely, that many workers are trying to communicate to their employers that they want to improve their workplaces — not abandon them. Employers also can communicate that while they don’t think that a union is necessary, they will respect workers’ right to make the choice of representation and won’t resort to litigation or other delay tactics.

Communication 130

Communication Numbers Marketing Economics 130

CFO Talks

OCTOBER 8, 2024

Different work styles, communication preferences, and problem-solving approaches may create friction. Setting clear KPIs and ensuring that these are communicated across the team is essential. Encourage Open Communication A common pitfall in managing diverse teams is the breakdown of communication.

Finance 93

Finance Problem Solving CFO Communication 93

Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis. Other benefits also manifested from tracking the firm's progress as processes and standards were gradually refined.

Communication 98

Communication Prioritization Healthcare Planning 98

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 98

Communication Compliance Advertising Technology 98

CFO News Room

JANUARY 2, 2023

Our new research (soon to be published online in the Journal of Experimental Psychology: General ) finds that communicating unintentionality in discovery increases consumer preference. However, that past work examined effort exerted in product creation, not in the discovery of already existing resources. Because of fate. Source link.

Marketing 130

Marketing Advertising Communication Sales 130