CFO Dive

NOVEMBER 28, 2022

CFOs must take on the role of storyteller when communicating with their boards as their focus shifts from growth and towards long-term sustainability in a pre-recession environment.

Communication 294

Communication 294

CFO Dive

SEPTEMBER 4, 2024

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

Communication 258

Communication 258

CFO Dive

FEBRUARY 1, 2024

Finance chiefs need to be sure they are opening communication channels between other executive leaders to tell ‘the right digital transformation story.’

Finance 277

Finance Communication 277

Lime Light

DECEMBER 10, 2024

In todays fast-paced business environment, CFOs and finance teams must go beyond crunching numbersthey need to communicate effectively, offer strategic insights, and deliver impactful presentations. ChatGPT-4 is a game-changing tool that enhances the efficiency and creativity of finance professionals.

Finance 98

Finance Communication Forecasting Budgeting 98

Nerd's Eye View

MARCH 20, 2024

But by communicating the guardrails withdrawal strategy (and not necessarily the underlying Monte Carlo probability of success changes) to clients, advisors offer them both the portfolio value that would trigger spending changes and the magnitude that would be prescribed for such changes.

Communication 98

Communication Planning Marketing Numbers 98

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Regular, open communication about the company’s goals, challenges, and plans helps build investor trust and support. Communicate Transparently : Honesty goes a long way in building trust.

CFO 97

CFO Communication Construction Finance 97

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 256

CFO Prioritization Leadership Communication 256

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 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 258

CFO Communication Financial Data Finance 258

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 244

Communication Leverage Forecasting Manufacturing 244

Nerd's Eye View

NOVEMBER 11, 2024

Advisors may also want to consider a contractor's communication style and marketing philosophy to assess compatibility with the firm's values. However, more complex needs, such as strategy and brand development, may benefit from someone with industry expertise to ensure deeper understanding with fewer revisions required.

Marketing 98

Marketing Communication Planning Practice Management 98

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Planning 97

Planning Communication Technology Sales 97

Fpanda Club

MARCH 19, 2025

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Nerd's Eye View

MARCH 21, 2025

Also in industry news this week: While inter-channel advisor moves often make headlines, a recent study from Diamond Consultants found that most advisor transitions occur between firms in the same channel The number of disciplinary cases and restitution orders from FINRA increased in 2024 (the total amount of fines declined) as the self-regulatory (..)

Communication 90

Communication Leadership Investments Numbers 90

Future CFO

MARCH 3, 2025

Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire." The ability to analyse data, identify insights, and communicate those insights effectively is highly valued.

Finance 69

Finance Communication Leadership Profit and Loss 69

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

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. He adds that connection with investors is necessary as they are now increasingly focused on sustainability.

CFO 98

CFO Communication Strategic Planning Economics 98

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 228

B2C B2B Communication 228

Global Finance

DECEMBER 4, 2024

Alexandre has held various executive positions at LVMH, including a four-year stint as CEO of German luggage maker Rimowa and as vice president of product, communications, and industrial affairs at Tiffany & Co., which LVMH bought for $15.8 billion in 2021.

Corporate Finance 98

Corporate Finance Leadership Communication CFO 98

CFO Talks

NOVEMBER 20, 2024

Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Don’t wait for them to point out inconsistencies—stay ahead of the curve by maintaining open lines of communication. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.

IFRS 98

IFRS GAAP Currencies CFO 98

E78 Partners

JANUARY 28, 2025

Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Translate Insights into Action: Align Day 1 and post-close communication strategies with cultural findings to address stakeholder concerns effectively.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

CFO Talks

OCTOBER 28, 2024

Create a Safe Environment for Open Communication In XYZ Corporation’s case, it took a whistleblower to expose the unethical practices. Regularly communicate the importance of these channels, so employees know they’re there and feel safe using them. Lead by example in everyday actions, showing that integrity is non-negotiable.

Leadership 97

Leadership Communication CFO Auditing 97

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. staff time, technology, and custodial fees) and indirect costs (e.g., rent, marketing, and training).

Communication 81

Communication Practice Management Numbers Investments 81

Nerd's Eye View

DECEMBER 12, 2024

In this 153rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can navigate the challenge of managing underpaying clients.

Communication 98

Communication Accounting Planning 98

Nerd's Eye View

JANUARY 27, 2025

Compliance is another consideration for advisors implementing automations, especially for client-facing communications like text messages and emails.

Leverage 80

Leverage Communication Auditing Compliance 80

Global Finance

NOVEMBER 7, 2024

A lack of transparency and communication around inheritance planning between generations serves as a barrier to the smooth and efficient transfer of assets. Barring exceptions, baby boomers are generally less digitally- savvy and more wary about managing and transferring assets through digital channels.

Banking 105

Banking Communication Investments Education 105

CFO Thought Leader

JANUARY 27, 2025

Arriving at a high school in Cape Town, South Africa, without speaking English, Cosmin Pitigoi faced an immediate communication challenge. Years later, that same resolve reemerged in eBays IR function, where Pitigoi realized the company’s available data was falling short in communicating the breadth of eBay’s story.

CFO 59

CFO Numbers Quantitative Analysis Communication 59

Nerd's Eye View

DECEMBER 24, 2024

In this episode, we talk in-depth about how Paul works with advisors to produce short books that can be read in 1 to 2 hours (which increases the chances that it will actually be finished), why Paul recommends advisors self-publish their books on Amazon (both because of its lower price point than using a traditional publishing firm, and because of (..)

Communication 98

Communication Leverage Marketing Accounting 98

Nerd's Eye View

JANUARY 23, 2025

In the 156th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how they use AI tools such as ChatGPT to expedite their creative and strategic processes – and how to ‘ask’ ChatGPT better questions to get more effective and relevant answers.

Communication 97

Communication Leverage Marketing Planning 97

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency. Communicate openly with employees to ease uncertainty.

Leadership 52

Leadership Communication Prioritization Compliance 52

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

Nerd's Eye View

MARCH 3, 2025

Advisor-focused AI meeting note solution Jump has completed a $20 million funding round, which reinforces its status as the emerging market leader in the crowded AI meeting note category – a status that may only increase from here if AI meeting notes, like most established AdvisorTech categories, evolves into a "winner-take-all" market where (..)

Communication 64

Communication Planning Technology Investments 64

Future CFO

JANUARY 14, 2025

for example, I was a big user of Microsoft Teams for updates, short messages and catch ups whereas an older, senior Managing Director did not check Teams and instead relied on email and Whatsapp messages."

Leadership 98

Leadership Finance CFO Communication 98