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 Assessment and Identification.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

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

Nerd's Eye View

AUGUST 15, 2023

Read More.

Leverage 98

Leverage Prioritization Sales Education 98

Nerd's Eye View

FEBRUARY 28, 2024

The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals. For instance, an advicer might observe that "it seems that saving for your child's education is important, but it also seems that you're concerned about whether or not you'll be ready for to retire when you want."

Planning 98

Planning Prioritization Education Communication 98

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98

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. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. Be accessible. Employees need access to information 24/7/365 through multiple avenues.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Talks

JANUARY 22, 2025

The obvious choice for tertiary Education for me was a BCompt degree. Prioritize and start again. Focus on D-Dates, making important financial and other information available on time. Lead your department / company by example. Yes, if I think back now my career in accounting and business started then, at the age of 13.

CFO 52

CFO Leadership Manufacturing Auditing 52

The Charity CFO

JULY 10, 2022

They also educate the rest of the board on their duties and responsibilities to the organization. . The Executive Committee handles time-sensitive issues that come up between meetings and prioritizes the agendas for meetings of the full board of directors. Communication Committee. Communications. Executive Committee.

Nonprofit 97

Nonprofit Auditing Communication Risk Management 97

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

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 Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. We ensured the accounting and finance team was communicated with throughout the transition.

CFO 52

CFO Leadership Prioritization Education 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Regular communication with donors is imperative to support the efforts toward individual giving. The most successful events prioritize engagement and relationship-building.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. 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.

Risk Management 52

Risk Management CFO Compliance Communication 52

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

Future CFO

SEPTEMBER 8, 2019

Keep your team culture in check and educate yourself on the signs of workaholism so you can look out for your other team members,” Alistair advised. Start today by consciously setting boundaries and communicating these with team members and sticking to them, he said. Be a role model.

Prioritization 52

Prioritization Education Communication Finance 52

PYMNTS

FEBRUARY 20, 2020

“I do think more education and awareness around the importance of cash flow management and its impact on the success or failure of a business is needed,” Dare recently told PYMNTS. “When a business first starts, the focus is always going to be on sales and revenue. ”

Invoicing 62

Invoicing Finance Prioritization B2B 62

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. Ideally, associate advisors would either already have met the education requirement for CFP certification or already have some experience as an advisor. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. Due to the strength of the community and the increasing desire for a hub of finance professionals to engage online, it has experienced a spectacular growth, going from 50 members in January 2020 to over 2,500 today. ,

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

PYMNTS

JUNE 15, 2019

Expedia’s survey noted that more middle class range families tend to prioritize trip booking around theme parks and attractions (74 percent), water activities (67 percent), and outdoor activities (55 percent). It’s about making the kids happy and experiencing the world together as a family — it’s educational and family bonding time.

Transportation 71

Transportation Prioritization Entertainment Planning 71

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

FEBRUARY 15, 2018

In a start over, Giorgio’s team sees community banks that may have had a program years ago, but sold the portfolio or let the program wind down and are now “getting back into it.”. To gain more traction on the card front, she recommended that community banks take a proactive approach with their SMB clients.

Banking 47

Banking Education Prioritization Startups 47

PYMNTS

OCTOBER 2, 2018

That communication seems innocuous enough, until the damage is done. Beyond technological lines of defense (we’ll get there in a minute), education is key. So, for Vocalink and others, it is the faster payments systems that should be prioritized. The tally of those types of crimes: $12.5 Is yer flesh creeping yet?

Invoicing 59

Invoicing Education Prioritization Banking 59

CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability.

CFO 52

CFO Compliance Performance Measuring Education 52

PYMNTS

JANUARY 29, 2020

It comes down to communication, and identifying those opportunities to work together to implement the technology that’ll benefit both sides,” Kruis said. Bank, which must educate clients and suppliers on the advantages offered by such technology. . You must have input from stakeholders both inside and outside the organization.”.

Banking 52

Banking Accounts Payable B2B Prioritization 52

CFO Share

MARCH 13, 2023

Controls such as separation of duties and hacker education reduce the risk of fraud and embezzlement. Prioritize payments Prioritize payments to ensure that critical suppliers are paid on time and avoid late fees or penalties, while less critical suppliers are deferred if required by cash constraints.

Accounts Payable 40

Accounts Payable Accounting Prioritization Healthcare 40

CFO News Room

DECEMBER 30, 2022

For instance, 46% of Innovators said client communication tools deliver strong Return On Investment (ROI) for their firm, while 36% of Operators and 34% of laggards reported the same. The firms’ self-categorization was also reflected in the value they receive from using different types of advisor technology.

Planning 130

Planning Auditing Investments Securities 130

The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. Enhances the organization's overall operational effectiveness through recruitment, education, and managing skills.

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO News Room

NOVEMBER 1, 2022

So here again, when developing that bridge, the member of the historically dominant group is really working to educate themselves, is working to develop connection with someone else. And as a member of a historically marginalized group, what I try to do is extend grace to that person. So there are specific people in the organization.

Leadership 100

Leadership Construction Budgeting Planning 100

The Finance Weekly

JULY 31, 2023

Nicholas Boucher, a Finance Leader and Educator also participated in the webinar. This broader conversation between humans and machines is facilitated by chat interfaces, which enable more natural communication. However, it's important to note that the way we communicate with these machines may differ from the past.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. So we’ve built in what we want, the communication, and depending on the advisor. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

PYMNTS

DECEMBER 23, 2019

Shortly before the decade hit the halfway mark in 2014, the most favored method of communication among American consumers formally switched. Financial Literacy Purveyors Needs A New Education In Reaching Consumers. We prioritized utility bills over other types of billing because they are ubiquitous in people’s lives.

Banking 52

Banking Compliance Prioritization Education 52

Barry Ritholtz

MARCH 4, 2025

And so while I was, you know, good enough to be in a small company, I was not gonna be an A BT and I didn’t wanna totally give up my education. 00:43:55 [Speaker Changed] So I also read you value and prioritize mentorship. American Ballet Theater. And so that’s why I stopped. What, how do you approach this at, at your job?

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. I go, we don’t want one cent, you taught us how to be educated you taught us good values, we want you to spend every last cent and maybe even more. SETHI: Education alone is not the answer.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook.

Investments 59

Investments Communication Benchmarking Technology 59

The Charity CFO

DECEMBER 11, 2024

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Mohan Sivaloganathan, CEO of Our Turn and advocate for youth leadership and equity in education, to discuss the concept of harmonious leadership and its potential to transform the nonprofit sector.

Nonprofit 52

Nonprofit Leadership Prioritization Problem Solving 52

CFO Talks

NOVEMBER 26, 2024

Mathew’s impressive educational background includes a PhD in Management Studies with a focus on entrepreneurship and entrepreneurial financing, along with qualifications in international business, law (in progress), and IT development. How do you balance your personal and professional life?

CFO 98

CFO Leadership Finance Strategic Planning 98