Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 84

Planning Communication Education Leverage 84

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 Talks

OCTOBER 22, 2024

Leverage Technology : Use modern tools like predictive analytics or business intelligence software to track and monitor risks in real-time. 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.

CFO 52

CFO Risk Management Education Communication 52

CFO Talks

JULY 23, 2024

This requires a robust risk management framework and regular communication with key stakeholders. This involves educating employees about the importance of risk management and encouraging them to report potential risks. Leverage Technology Technology can be a powerful ally in risk management.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO News Room

JANUARY 18, 2023

Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option. Tailoring communications and incentives to motivate allyship, for example, by recognizing and giving visibility to allies on internal platforms and company websites.

Prioritization 130

Prioritization Auditing Education Communication 130

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

Nerd's Eye View

AUGUST 20, 2024

What's unique about Kelli, though, is how she leads efforts at Halbert Hargrove to maintain the firm's 4 core values and build a strong culture, even and especially as their team has grown to 50 employees and, with ongoing expansion, is now situated across 10 offices in the western United States (which means even their in-person offices are 'remote' (..)

Leadership 52

Leadership Education Communication Sales 52

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. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. Run exercises and practice drills until similar circumstances come up and put the plan into place.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Future CFO

FEBRUARY 21, 2024

It's a compelling and exciting call to action for organisations, individuals and future professional talent to leverage these technologies, enhancing analytical capabilities and strategic insights." Communication, problem-solving, adaptability, and initiative are identified as the core competencies employers in APAC eagerly seek.

Problem Solving 52

Problem Solving Education Finance Communication 52

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

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 Prioritization Leverage 116

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. How to ensure good communication between vendors and clients post-implementation. Learn how to ensure good communication between vendors and clients post-implementation.

Treasury 52

Treasury Technology Prioritization Budgeting 52

CFO Talks

MARCH 20, 2024

The Chartered Institute for Business Accountants (CIBA) leveraged the research as a foundation to develop its Chartered CFO designation. However, education and mentorship are also important for developing specific skills. Strong communication, change management, and leadership skills are crucial in this role.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO News Room

DECEMBER 9, 2022

Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. Leverage that self-awareness to make sure you’re not infecting your audience. If your audience is already educated about and experienced with your topic, then start where they are.

Prioritization 130

Prioritization Leadership Education Leverage 130

Future CFO

MAY 2, 2023

Therefore, leveraging cloud-based automation can help the finance function streamline its internal processes to achieve greater accuracy in lesser time. Clear avenues for communication also ensure that different teams are able to come together to address challenges and resolve issues when necessary."

Finance 52

Finance Benchmarking Communication Education 52

Future CFO

AUGUST 7, 2024

This, according to Ho, can be any combination of investor relations, corporate communications, technology, procurement, legal and corporate service and, strategy and development. Often with responsibility for investor relations, Ho says CFOs can help communicate their business to outside stakeholders and build the company brand.

CFO 86

CFO Data Analysis Budgeting Performance Measuring 86

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. Elan has stated that the majority of those disputes can be resolved during the first call.

Leverage 78

Leverage Risk Management Education Communication 78

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

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Communicating Amidst Uncertainty Collaborative Decision-Making: Working Together to Navigate Challenges Picture this: Your ship hits rough seas, and your crew is getting anxious.

CFO 52

CFO Communication Strategic Planning Education 52

CFO News Room

DECEMBER 25, 2022

According to one senior executive at an educational software company we spoke with, “Our senior managers are repeatedly flabbergasted when a Millennial pushes back and says, ‘Why should we spend time on this if it doesn’t contribute to social justice?’”. The mentor also benefits from a boost to their confidence and communication skills.

Restructuring 130

Restructuring Leverage Education Budgeting 130

Future CFO

SEPTEMBER 10, 2023

They are expected to have a vision and be able to communicate that vision. As a business, we need to accelerate digital transformation and leverage on new digital technology to harness big data and provide timely and comprehensive end-to-end business analytics/insights/forecast to drive the right strategic decisions."

CFO 98

CFO Finance Leadership Concentration 98

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. Leveraging Technology: In today’s data-driven environment, tasks that involve implementing or improving technological solutions should be high on the CFO’s priority list.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

JANUARY 14, 2021

Merchants are responding by leveraging geocoding, the ability to match an IP address to the customer’s physical location. Customer communication, education and assured security are the keys to unlocking geocoding’s valuable analytics and ability to capture market share. There are numerous benefits to the adoption of geocoding.

Communication 68

Communication Sales Education Banking 68

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 Talks

NOVEMBER 11, 2024

Additionally, I am excited about the potential of cross-disciplinary collaborations, particularly in areas such as education, professional finance and Information Technology, where AI can significantly improve outcomes. Additionally, I learned the importance of cultural sensitivity and effective communication.

CFO 52

CFO Leadership Problem Solving Communication 52

The Charity CFO

MAY 8, 2023

This means being open and honest about your organization’s financial situation and how donations will be used and getting in the habit of regularly communicating with donors to keep them informed about your work and the impact of their support. Regular communication with donors is imperative to support the efforts toward individual giving.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

Future CFO

JULY 8, 2024

Through my years of experience, I developed strong communication skills and believed in the importance of teamwork in working towards common goals. I'm particularly passionate about leveraging our expertise to address the challenges faced by the profession in recent years and to give back to society meaningfully.

Auditing 52

Auditing Leadership Compliance Communication 52

CFO Thought Leader

JUNE 15, 2023

Mike DePrisco has a background in higher education and previously worked at the Project Management Institute before joining the IMA. AI is expected to have a significant impact on the accounting department, and the IMA aims to help its members navigate and leverage new technologies to create positive outcomes for organizations and society.

Education 52

Education Leadership Finance Accounting 52

PYMNTS

APRIL 10, 2020

The advent of the digital age means that, say, a millennial opening that bank account can receive products or services from their FI that touch on financial well-being and educational services. First and foremost is the fact that banks have higher hurdles in authenticating and verifying consumers. As for the bad guys?

Banking 67

Banking Education Leverage Securities 67

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Investments Benchmarking 130

PYMNTS

SEPTEMBER 25, 2019

How credit unions leverage social media. They’re engaging sometimes with very formal, financial education … content, and sometimes [with] almost silly [content, like] contests, giveaways, videos of staff and mascots having their own Facebook pages.”. million worth of fines for 44 cases of electronic communications misuse.

Communication 51

Communication Leverage Advertising Education 51

PYMNTS

FEBRUARY 14, 2020

Adoption was low, and they blamed the technology for a poor rollout and communication plan.”. But at the most basic level, all small businesses and corporations are run by people who are leveraging technology and apps ( Netflix , Amazon and Uber, among others) in their personal lives. The SMB Focus.

Banking 91

Banking Education Communication Investments 91

Future CFO

NOVEMBER 30, 2020

This calls for a radical transformation of accounting education in order to equip accounting graduates with relevant work skills that will allow students to navigate a future workplace where computers and technology are the norm. We foresee such collaboration between industry and universities to grow in the years to come.

Accounting 40

Accounting Finance Education Communication 40

Global Finance

OCTOBER 31, 2024

Investment research and education is another trending area for consumer-oriented innovation. Bank of Communications has expanded to offer boutique research and training modules for private banking clients. Investor education events are regularly held for clients.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

PYMNTS

AUGUST 7, 2020

How merchants accept payments can vary, as Paga works with QR codes, near-field communication (NFC) and app-based direct transfers from customer accounts. But there are some things that we will need to do to educate the market a bit better.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

Future CFO

DECEMBER 11, 2023

Suppliers can embed real-time payment instructions in customer communications to simplify invoice processing. They also had to learn how to leverage the new opportunities from payments to go beyond just the handling of transactions, and how to derive new revenue streams and build new products and services around payments.

Banking 98

Banking Finance CFO Securities 98

Future CFO

FEBRUARY 16, 2023

Finally, companies should also leverage the opportunity which economic downturns bring to invest in their people. By leveraging employee and skills data, companies can better informed in enhancing the employee experience and create more engaged employees.

CFO 52

CFO Finance Economics Leverage 52