Remove Communication Remove Construction Remove Strategic Planning
article thumbnail

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Mariana Oiticica : It is increasingly vital to their long-term strategic planning. But maintaining clear and ongoing communication about the performance metrics and expectations of these alternatives is crucial for sustaining client trust and confidence over time.

Banking 105
article thumbnail

Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

HR Involvement Early in M&A

VCFO

Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function. HR also helps safely bring any needed third parties into the mix and assists with communication and meeting elements to keep evaluations on track.

article thumbnail

How to Improve Risk Management Through Scenario Planning

The Finance Weekly

The process involves identifying the key drivers of change for an organization, calculating an array of projections based on scenario modeling for potential variations in performance for one or more of those drivers, analyzing the results, and then concluding how to best apply such results to the business’s long-term financial and strategic plans.

article thumbnail

Succession Planning: Preparing to Exit Your Business

CFO Simplified

Throughout this whole process, it is essential that you and your successor communicate effectively on the future of the business, and each of your roles in that future. . Not only do they forecast the future growth of your business, but they also play a role in drafting the sale agreement, and communicating with potential buyers.

article thumbnail

SAP Singapore MD:  Psychological safety, kindness matter in today’s workplace

Future CFO

My greatest strengths lie in customer management and strategic planning. I provide constructive feedback and create an environment where team members feel comfortable approaching me with their concerns and aspirations. I pay this forward by being an accessible leader who fosters open and honest conversations.

SAP 52
article thumbnail

Enterprise Risk Management and EPM – Separate or Joined at the Hip?

Planful

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. And as such, it should be considered as part of corporate goal setting, strategic planning, and financial and operational planning and reporting.