CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Economics Numbers 130

PYMNTS

AUGUST 9, 2020

and Google’s existing and new relationships through improved communication methods,” the release says. Some smaller businesses might not have the resources or education to pull off seamless invoicing, according to Sandra Rowley, head of marketing for U.K. Last October, U.S. accounts receivable and POS solution provider takepayments.

SAP 144

SAP Invoicing Risk Management Education 144

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

Future CFO

MARCH 15, 2022

Employers should continue to demonstrate their commitment to diversity and inclusion not just by enacting policies, but ensuring they are communicated and adhered to, Wei added. Educate your workforce. You can’t eradicate bias without knowing where it exists, and that means opening up ways of communicating and listening.”.

Education 98

Education Communication 98

PYMNTS

JANUARY 6, 2021

Increased Communication, Better Results. A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said. “A A primary focus of our company is to try to educate [providers] on how to shift that model so they can control it better,” LoPresti said.

Healthcare 105

Healthcare Communication Education 105

Future CFO

MARCH 13, 2022

Asia has traditionally been a male-dominated society, with traditional beliefs about household roles, as well as access to education and being part of the labour force. Also, women are getting more educated, which improves the equality balance. How do you identify that it exists (is tolerated)? How do you break the bias?

Education 98

Education Communication CFO Technology 98

PYMNTS

NOVEMBER 24, 2020

CUs Must Educate Members On What’s Available . To get self-service behavior firmly entrenched — and cement consumers’ relationships with CUs — educational efforts are critical, Lotz said. Those educational efforts have been driven in part by necessity, as customers have been unable to come into branches.

Banking 107

Banking Education Accounting Communication 107

CFO Share

JULY 16, 2024

Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

The Charity CFO

MAY 20, 2022

Emily is a marketing consultant and owner of Evergreen Strategic Communications. After years of working in the nonprofit and higher education industries, she launched Evergreen to help nonprofits and small businesses who may not have the time, resources, or skillset to grow their engagement through marketing.

Nonprofit 98

Nonprofit Marketing CFO Education 98

PYMNTS

DECEMBER 14, 2020

People want the ability for the information to be communicated in a relevant fashion, as opposed to just a data dump of content long form, which is what a lot of times you find in those online environments,” Dicso said. Then as they go through the journey, communicate the benefits you’re getting and how to get more value.

Banking 116

Banking Communication Leverage Prioritization 116

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

PYMNTS

APRIL 14, 2020

She has regular Zoom meetings with her advertising team to find ways to communicate with customers and even craft new offers for them. Hampers has also found an opportunity for education. They and others have become more proactive about training and education during down time. I think communication is the essence of what we do.

Education 100

Education Communication Advertising Retail 100

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

CFO Talks

NOVEMBER 25, 2024

Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences. How to Handle Ethical Dilemmas Effectively Educate Yourself and Your Team Regularly review laws, industry regulations, and your company’s code of ethics.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

PYMNTS

JULY 10, 2020

Blending powerful back-end security systems with clear customer communication can help banks and credit unions fend off fraudsters and provide smoother experiences to legitimate users. ATOs can be unsettling and damaging, and FIs’ approaches are evolving as they work to keep customers safe from new fraud tactics.

Education 53

Education Securities Leverage Banking 53

CFO Share

JUNE 6, 2024

CFOs implement controls procedures, password management policies, and continuing education for employees to ensure cybercriminals do not take advantage of your company. Effective Communication. Keeping the communication lines open across the organization is crucial. Risk management is not a one-time task but an ongoing process.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

PYMNTS

FEBRUARY 24, 2020

The company’s solution works with multiple aspects of clients’ media strategies (including branding and communications across multiple channels, analytics, competitive research and creative services), which creates 40,000 monthly invoices on average. Oracle Bets On Education-Centric Integration Strategy In Cloud Computing Race.

Accounts Payable 89

Accounts Payable Invoicing Education Reconciliations 89

PYMNTS

OCTOBER 6, 2020

Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. For companies such as FIS , helping communicate the merchants’ policies for refunds – whether they offer upfront refunds (such as for cruise lines) or credits – can smooth interactions between cardholders and merchants.

Communication 82

Communication eCommerce Education Forecasting 82

CFO News Room

JANUARY 18, 2023

Organizations will do this by removing formal education and experience requirements from job postings and instead reaching out directly to internal or external candidates from nontraditional backgrounds who may not have access to certain professional opportunities, or even be aware of them.

Prioritization 130

Prioritization Auditing Education Communication 130

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

CFO News Room

DECEMBER 16, 2022

They also often guide major life events, like saving for retirement or a college education. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Senior Accountants.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

Nerd's Eye View

JULY 8, 2024

Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients. interest rates, and relatively little new tax legislation (yet).

Education 68

Education Communication Compliance Marketing 68

CFO News Room

JANUARY 18, 2023

To be successful in the role, you must possess strong analytical and communication skills. Life insurance agents’ salaries vary depending on the type of life insurance policies they sell and other factors such as experience and education. Education Requirements . Job satisfaction is more than just a salary.

Leadership 130

Leadership Education Communication Sales 130

CFO News Room

FEBRUARY 2, 2022

What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. He realized, and the research showed, that 60% of the breakdown, so 60% of that 70%, was trust and communication. Again, as you frame the trust and communication dynamics, right? Author: Michael Kitces.

Communication 130

Communication Planning Education Numbers 130

CFO News Room

DECEMBER 5, 2022

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

Leadership 100

Leadership Education Problem Solving Nonprofit 100

PYMNTS

MAY 1, 2020

In an interview with PYMNTS, Alex Gellman, CEO of Vertical Bridge , which owns and manages communications infrastructure across the U.S. But to get there, to get 5G up to full potential, requires a mix of infrastructure deployments, private sector and government collaboration, and education. It isn’t, contended Gellman.

Marketing 72

Marketing Education Analyzing Data Concentration 72

PYMNTS

AUGUST 2, 2019

The advent of mobile and app-based channels to lure victims to send money to fraudsters has been on the rise, with email and text-based communications the weapons of choice. Conservatism may be a good guiding principle, but stopping the fraudsters before they even get their communications to the end user would also be an effective endeavor.

Communication 79

Communication Education Securities Accounting 79

CFO News Room

DECEMBER 25, 2022

Laura Williams is a communication strategist, writer, and educator based in Atlanta, GA. He is a Don Lavoie Fellow with the Mercatus Center at George Mason University. Get notified of new articles from David Waugh and AIER. Laura Williams. She is a passionate advocate for critical thinking, individual liberties, and the Oxford Comma.

Economics 130

Economics Education Communication Marketing 130

PYMNTS

APRIL 10, 2020

An Educational Content Hub. Workers who have been furloughed, he noted, have started private user groups to communicate, cheerlead, job hunt and share tips as a collective. LinkedIn is learning how to offer that support as it works to scale up at the same speed as the growing demands on its services.

Education 113

Education Healthcare Communication Economics 113

Nerd's Eye View

AUGUST 11, 2022

Furthermore, by communicating proactively, advisors can maintain the confidence their clients have in them and deflect any misleading messaging from other institutions that may guarantee products that promise any level of unrealistic certainty. Read More.

Communication 62

Communication Education Planning Investments 62

PYMNTS

DECEMBER 28, 2020

that provides an end to end connected eInvoicing capability, and in the meantime we have already begun to engage with and educate thousands of businesses on the impact to their business and what they can do about it," Goenka said, according to the report. "We are soon releasing TallyPrime Release 1.1

Invoicing 80

Invoicing B2B Education Communication 80

Global Finance

NOVEMBER 7, 2024

Understanding generational differences is crucial to shape a robust wealth transfer process To engage the next generation of investors, banks should be focusing on education, convenience and values. This process should be digitally enabled and serve the needs of all generations.

Banking 95

Banking Communication Investments Education 95

PYMNTS

NOVEMBER 20, 2020

For Andy Brown , CFO at education technology company Chegg , there was a plethora of opportunities to embrace by collaborating with third-party FinTech partners. For Chegg and many other firms, that means the first time going through a virtual audit, and going through quarterly reviews with auditors via virtual communication platforms.

CFO 87

CFO Education Auditing Communication 87

Nerd's Eye View

SEPTEMBER 21, 2022

So for advisors, it may be worth exploring whether there is anything to be learned from Ramsey's approach to financial advice – even if they may disagree on the details, advisors may find in Ramsey's advice a new and perhaps better way to communicate with (and motivate) clients.

Planning 96

Planning Education Communication Finance 96

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. This would help prospects searching for an advisor online to self-select themselves out from firms whose asset minimums may not apply to them.

Communication 81

Communication Education Planning 81

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Why Duty of Care Matters Duty of care is about being prepared for whatever might happen, and it is essential to any comprehensive business travel program.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97