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 71

Education Communication Compliance Marketing 71

Future CFO

AUGUST 6, 2024

As the focus has started to shift to re-education on what neurodiversity is, and how to provide support for these individuals, organisations are now faced with the task of considering design principles for business processes that are inclusive for all – regardless of their neurotype. Education is key.

Finance 52

Finance Communication Leadership Education 52

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

Nerd's Eye View

NOVEMBER 5, 2024

What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupled with a structured data gathering, plan delivery, and client communication processes that encourage client accountability and follow-through on action items recommended by their (..)

Planning 52

Planning Accounting Communication Education 52

CFO Thought Leader

JUNE 20, 2024

O’Grady Highlights the importance of clear communication and education about key financial metrics to align the organization’s efforts. O’Grady explains how he developed strategies to block time for important tasks and manage daily operational duties more efficiently.

CFO 52

CFO Communication Education Numbers 52

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

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

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

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 105

Banking Communication Investments Education 105

CFO Thought Leader

JULY 28, 2024

. “When you’re in finance, everyone around you understands the technical language, but as a CFO, you have to communicate in a way that everyone can understand, regardless of their domain expertise,” Wunder explains. “Learn and do as much as you can early on in your career. I am quite passionate about this.

CFO 52

CFO Education Investments Communication 52

Strategic Treasurer

MARCH 27, 2023

Episode 246 Becoming a Treasurer Series, Part 24: Languages of Finance: Controllers In the Language of Finance sub-series of the Becoming a Treasurer series, we will look into different terms that should be understood in order to communicate effectively with the rest of your treasury team and with others. We offer 0.5 – 1.2

Finance 52

Finance Treasury Communication Education 52

The Finance Weekly

JANUARY 22, 2024

Communicate with clients, investors, company leaders, and stakeholders. Qualifications of a CFO To become a CFO, you need to meet specific qualifications, such as: Education For this executive role, candidates are usually expected to have at least a bachelor's degree in accounting, finance, or a related field.

CFO 52

CFO Education Communication Leadership 52

Beacon CFO Plus

SEPTEMBER 20, 2023

Common Financial Education, Skills, and Certifications The term fractional cfo refers to a financial professional who provides their expertise and services on a part-time or temporary basis to multiple companies rather than being a full-time, in-house employee of a single organization.

CFO 52

CFO Problem Solving Education Compliance 52

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

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 65

Communication Education Planning Investments 65

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

CFO Talks

OCTOBER 22, 2024

Training and Education : Provide training to your teams on the basics of risk management. Open Communication : Foster an environment where staff feel comfortable discussing risks. Build a risk-aware culture in your business by educating staff and encouraging open communication.

CFO 52

CFO Risk Management Education Communication 52

Strategic Treasurer

APRIL 10, 2023

Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP. Topics discussed include preparation, what needs to be measured, effective communication, development of a team, and acquirement of resources needed. We offer 0.5 – 1.2

Accounting 52

Accounting Finance Treasury Communication 52

Strategic Treasurer

APRIL 3, 2023

Explore All Episodes Related Resources Earn your CTP credits on-demand Check out our on-demand options for earning your continuing education credits for CTP. Topics discussed include preparation, what needs to be measured, effective communication, development of a team, and acquirement of resources needed. We offer 0.5 – 1.2

Accounts Payable 52

Accounts Payable Accounting Finance Treasury 52

Nerd's Eye View

NOVEMBER 14, 2023

We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)

Planning 84

Planning Communication Education Leverage 84

Future CFO

SEPTEMBER 26, 2024

Interpersonal skills are also important, as analysts and modelers can be tasked with communicating complex financial data to colleagues in other functions or locations, or with quickly educating senior leaders. Further, these people might also need to lead tough conversations about resource allocation.

Forecasting 52

Forecasting Planning Budgeting Financial Data 52

CFO Share

JULY 11, 2024

Technical CFO errors A technical occurs when a CFO does not have the proper experience or education to perform their duties. CFO Miscommunications Although the best CFOs are excellent communicators, in general, finance professionals are not know for their eloquence.

CFO 52

CFO Forecasting Communication Education 52

The Charity CFO

APRIL 2, 2024

Strong Communication and Accessibility Your nonprofit accountant can only provide expert advice and accurate reporting if you can easily get in touch with them. Generally, a firm that is easy to communicate with before you’re even working together will remain so after you partner together.

Nonprofit 52

Nonprofit Accounting Accounting Firms Communication 52

Future CFO

DECEMBER 6, 2023

The best CFOs comprehend the necessity of taking calculated risks and communicate that avoiding risks altogether is a losing proposition. Teach and Translate: Effective communication is at the heart of the CFO’s role. This may involve making bold bets that could reshape core business functions.

CFO 52

CFO Communication Construction Risk Management 52

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

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

CFO Talks

OCTOBER 25, 2023

With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management. For each competency, the framework provides a description, methods to develop the competency (through education, experience, or mentorship), and additional details about the competency.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

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

Future CFO

DECEMBER 21, 2023

The ingredients that can help build an effective risk culture within an organisation include: Demonstrating a positive attitude towards the management of risk Considering risk in every business decision that is made, before the decision is made A good risk ‘nervous system’: strong and open communication channels where bad news travels faster than good (..)

Risk Management 52

Risk Management Education Communication Finance 52

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 Share

APRIL 11, 2024

Reputable outsourced CFO firms adhere to best practices and technologies that elevate financial security, such as separation of duties, best-in-class password management, and continuous fraud education. This often involves direct communication with management and the use of secure, authenticated communication channels.

Securities 52

Securities CFO Invoicing Education 52

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

SEPTEMBER 13, 2024

It’s clear that African CFOs are highly focused on education and development, perhaps because there’s so much investment and growth happening in Africa. In terms of my education, I hold a BCom in Accounting from the University of Eswatini and a postgraduate diploma from the University of South Africa (UNISA).

Finance 97

Finance Auditing CFO Leadership 97

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 85

Leverage Education Planning Communication 85

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

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

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 85

Communication Education Planning 85