CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences. As a CFO your influence extends beyond financial reports and budgets.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Against that backdrop, communication with end users could effectively avoid the dispute process among all stakeholders. Communication can be a proactive strategy, affirmed Jankowski.

Communication 82

Communication eCommerce Education Forecasting 82

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 105

Risk Management CFO Foreign Exchange Credit Risk 105

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

CFO News Room

JANUARY 1, 2023

Reducing the number of flights per day , while a handy way for airlines to cut costs, also reduces the number of training opportunities for new and existing pilots, who must conduct a minimum number of takeoffs and landings to become and remain credentialed. Laura Williams.

Transportation 130

Transportation Education Budgeting Numbers 130

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

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

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

FEBRUARY 2, 2022

Studies have been done through MIT and through The Economist-published studies where they look at what is that number, “Is it actually 70%?” What happens when wealth transfers, we transfer not just the assets, but we also transfer the communication practices. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 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

Nerd's Eye View

SEPTEMBER 21, 2022

But Dave Ramsey's huge following in the general public – and the number of people who testify that his methods have helped them make progress towards their financial goals – suggests that there is clearly something in his approach that resonates with many people.

Planning 96

Planning Education Communication Finance 96

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

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. Analytics is more than crunching numbers but also about making sense of a situation.

Leadership 130

Leadership Education Communication Sales 130

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

Nerd's Eye View

APRIL 24, 2023

While less capable clients will likely show little interest in financial planning concepts and can be encouraged to engage in the process through educational content that helps them better understand the potential outcomes of their plans, a more highly capable client might question or even challenge the advisor’s recommendations.

Planning 87

Planning Education Numbers Communication 87

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

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

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Planning 79

Planning Communication Education Leverage 79

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms.

Risk Management 97

Risk Management Communication Leadership Benchmarking 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 81

Leverage Education Planning Communication 81

PYMNTS

JANUARY 22, 2021

The company worked alongside global aviation and communications regulators, devising ways “to safely fly a lighter-than-air vehicle for hundreds of days in the stratosphere to anywhere in the world,” Westgarth said. The company is supporting connectivity, entrepreneurship and education in Kenya with $10 million.

Education 72

Education Communication Technology Numbers 72

PYMNTS

SEPTEMBER 18, 2020

Over-the-top streaming services like Netflix and Hulu as well as eLearning software and communication subscription services like Zoom or Skype — all of which can help or entertain consumers who are stuck at home — have also seen rising subscriptions rates. There are currently 167.1 million report being at least somewhat likely to cancel.

Economics 103

Economics Entertainment Retail Education 103

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

PYMNTS

OCTOBER 18, 2016

The bottom-line takeaway was that borrowers encounter a tremendous number of problems related to their student debt. That significance is compounded as the Department of Education has estimated that there are more than 8 million student loan borrowers who have not paid the monthly required payment in over a year.

Education 73

Education Treasury Communication Numbers 73

PYMNTS

OCTOBER 6, 2016

Jason Moens , VP of Product at Flywire , joined Karen Webster to highlight what information, technology and integrations payment processors must take into consideration when facilitating payments across borders, especially for Global Citizens as they engage with educational and health care institutions around the world. No One-Size-Fits-All.

Education 73

Education Communication Technology Numbers 73

PYMNTS

MAY 5, 2020

This can really create a proactive communications strategy to significantly decrease the incidence of successful fraud attempts,” said Pangretic. On the “back end” of the business, Elan leverages state-of-the-art fraud detection tools to identify and prevent transactional fraud, account takeover and fraudulent applications.

Leverage 78

Leverage Risk Management Education Communication 78

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners. Also in industry news this week: Legislation that has passed through the U.S.

Tax Planning 67

Tax Planning Education Compliance Communication 67

PYMNTS

AUGUST 7, 2020

We saw significant upsurge in the number of signups — about five times growth in the first two months of Q2 versus Q1 for new registrations,” he said. “We The number of merchants recruited during the lockdown period pretty much doubled from what we had in January and February.”. Cash Won’t Go Away, But Neither Will Digital Payments.

Education 86

Education Communication Leverage Numbers 86

CFO Talks

OCTOBER 3, 2024

Aggressive Accounting Practices : Look out for unusual accounting entries, round-number transactions, or complex journal entries that lack clear justification. Promote a Culture of Transparency : Encourage open communication between finance staff, internal auditors, and external auditors to reduce the likelihood of fraud going undetected.

Invoicing 98

Invoicing Auditing Benchmarking Reconciliations 98

PYMNTS

JANUARY 14, 2021

Merchants must therefore verify addresses to diminish the number of human errors. Companies can use the technology to tailor communications and customize products and services to specific geographic areas, giving it the ability to increase sales, reduce losses to nearby competitors and help maintain market share.

Communication 68

Communication Sales Education Banking 68

PYMNTS

APRIL 8, 2020

Investor Michael Drieu is leading a class action lawsuit against Zoom Video Communications Inc. The Bloomberg report said the lawsuit comes as shareholders say these security loopholes arise as the number of app users continues to grow in the wake of COVID-19 that has much of the country working from home.

Securities 56

Securities Education Communication Numbers 56

CFO Talks

DECEMBER 12, 2024

Recognized for her leadership, resilience, and commitment to education, she is also a Non-Executive Director at the Woman of Stature Foundation and a mentor to aspiring professionals. I enjoy numbers and finances; and I loved accounting at school. Communication, conflict management, time management, attention to detail.

Leadership 98

Leadership CFO Prioritization Education 98

PYMNTS

APRIL 2, 2020

The desktop version of popular app Facebook Messenger has arrived on Mac and Windows computers, letting people communicate via video chat during a time when everyone is using that means of communication. The shift has been a big one, considering young people had not been using Facebook as actively as other sites.

Communication 53

Communication Education Numbers Planning 53

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. ” It’s constant communication through the year.

Planning 130

Planning Communication Profit and Loss Education 130

Future CFO

JANUARY 27, 2022

According to the firm’s analysis of S&P 1200 company earnings call transcripts from 3Q20 through 3Q21, the number of companies mentioning inflation doubled from around 350 to just under 700, leading to an eightfold rise in keywords relating to inflation from around 850 to 7000.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Accounting Forecasting 52

VCFO

MAY 19, 2022

Millennials now comprise 50% of the workforce, and trends show that number is expected to rise to 75% in the next few years. One of the biggest issues many millennials face upon entering the workforce is being saddled with significant education-related debt that acts as an albatross in their lives for years and years.

Communication 79

Communication Leadership Education Budgeting 79

PYMNTS

NOVEMBER 26, 2019

In one tactic blending low and high tech, a fraudster can find a victim’s phone number online, call the victim with a spoofed bank phone number (pretending to be the bank), explain that a one-time password (OTP) is being sent, and trick them into divulging their own login credentials or reading the security OTP code over the phone.

Education 61

Education Construction Credit Risk Securities 61