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 95

Education Communication Compliance Marketing 95

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.

Communication 130

Communication Prioritization Leverage Leadership 130

CFO News Room

DECEMBER 2, 2022

This also meant restating the previous three years of financial history and really scrutinising the numbers before converting it all into a consolidated group format. . “I When you come into a new business, it’s very difficult to stand by the numbers unless you get really involved in the details.” . I had to really believe in them.”.

Technology 130

Technology CFO Benchmarking Numbers 130

CFO News Room

DECEMBER 16, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Communication Skills.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

PYMNTS

DECEMBER 14, 2020

When Bank of America Rewards Executive John Sellers glanced at his in-house numbers over the last year, the evidence was plain to see. One of the early lessons in communications most people learn, Dicso noted, is that to imprint information in a consumer’s mind, represent the information a few times. Tapping The Potential Of Video.

Banking 116

Banking Communication Leverage Prioritization 116

CFO Talks

NOVEMBER 11, 2024

Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. I always loved working with numbers, and mathematics was one of my favorite subjects. Additionally, I learned the importance of cultural sensitivity and effective communication.

CFO 52

CFO Leadership Problem Solving Communication 52

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

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 95

Tax Planning Education Compliance Communication 95

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

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 98

Planning Communication Education Leverage 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

CFO Talks

JANUARY 22, 2025

With over two decades of professional experience spanning finance, accounting, and leadership, Henk’s journey began in high school, where his passion for numbers was ignited by managing his own small business and assisting with his fathers bookkeeping. The obvious choice for tertiary Education for me was a BCompt degree.

CFO 52

CFO Leadership Manufacturing Auditing 52

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

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 98

Leverage Education Planning Communication 98

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

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 98

Planning Education Numbers Communication 98

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

The Charity CFO

DECEMBER 23, 2024

Days of Cash on Hand Days of cash on hand: (Average daily operating expenses) / (Current cash and cash equivalents) This represents the number of days an organization can operate without additional cash flow. Tracking donor retention rates can help you determine if your donor outreach and communications are working to create repeat donors.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

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

CFO Talks

DECEMBER 5, 2024

I believed in the accounting route owing to my passion for numbers, coupled with my personality, and interest in working with people in general. Numbers can be unpacked to tell a story. How do you handle professional challenges? How do you contribute to the development of others in your field?

CFO 52

CFO Finance Accounting Communication 52

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 98

Planning Education Communication Finance 98

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

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

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

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

MARCH 28, 2025

Beyond corporate leadership, shes actively involved in organisations that promote financial excellence, sustainable development, and professional education. Integrate smart communication and collaboration solutions. Our partnership aims to: Create peer exchange platforms for CFOs to share insights and innovative practices.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

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 Technology Communication 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

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

Nerd's Eye View

AUGUST 16, 2023

Successfully resolving this ambivalence often depends on internally fueled motivation; as many advisors know, no amount of education or rational argument can usually convince an ambivalent client with little motivation to take action. One technique for framing conversations around the change process is Motivational Interviewing (MI).

Education 98

Education Planning Numbers Communication 98