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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. Investing abroad effectively reduces exposure to local economic and political risks. GF : Why is financial education crucial for long-term wealth building and protection across different economic segments?

Banking 115
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PodChats for FutureCFO: Achieving sustainable growth and cost efficiency

Future CFO

The environmental, social and governance principles have become integral to the country's long-term growth and development strategies as business and policy-makers recognise the need to balance economic progress with environmental protection and social responsibility. The shift towards sustainable goal gains significant momentum.”

CFO 98
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Financial Planning for 2023 and Beyond: Steps to Nail Your Three Year Strategic Plan with Modern FP&A

Centage

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

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
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Ep 42: From Misaligned Commissions to Unified Goals

CFO Thought Leader

Finally, Cribl CFO Zach Johnson shares his three Ps frameworkprecision, predictability, and performancespotlighting how open communication and unit economics training can shape a companys culture and boost long-term value.

CFO 52
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High Net Worth Investors Eye Resilient Strategies: J.P. Morgan US Private Bank CEO David Frame Q&A

Global Finance

We must remain vigilant about potential economic shifts and geopolitical events that could impact these projections. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty. GF: How do you communicate that to clients?

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7 Strategic Planning Steps to Make Your Company a Future Success

CFO Simplified

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The economic environment is changing, along with your customers and your competition. A written strategic plan will help guide you to your end goal, and we can help you. Here’s a quick review.