Nerd's Eye View

JANUARY 23, 2025

Which, in turn, poses the question – where can AI be most effectively used as a way for advisors to leverage their time and creativity? In fact, AI currently seems most likely to develop into a tool that advisors can use in many parts of practice.

Communication 97

Communication Leverage Marketing Planning 97

Nerd's Eye View

NOVEMBER 16, 2023

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it actually means to scale an advisory business, why doing so necessarily requires more staff support, and how scaling a firm is different than merely finding ways to best leverage a firm owner's time.

Leverage 98

Leverage Communication Numbers Investments 98

CFO Talks

NOVEMBER 20, 2024

Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Don’t wait for them to point out inconsistencies—stay ahead of the curve by maintaining open lines of communication.

IFRS 98

IFRS GAAP Currencies CFO 98

CFO Talks

NOVEMBER 25, 2024

A colleague hints at leveraging this information to trade shares. Leverage External Resources In some cases, consulting external auditors, legal advisors, or professional associations can provide clarity and an unbiased perspective. Communicate transparently about the rationale behind decisions, even if they are unpopular.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

Global Finance

DECEMBER 26, 2024

Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. Rouse: Communication. I became the computer auditor in our office simply because I learned how to use the Apple computer we were given. If you adapt quickly and embrace change, it can significantly boost your career.

CFO 98

CFO Restructuring Math Finance 98

Nerd's Eye View

NOVEMBER 14, 2024

In the 151st episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss the psychological challenges advisors often face when it comes to delegating tasks and the strategies that can make delegation more effective.

Communication 98

Communication Leverage Sales Investments 98

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 98

Leverage Education Planning Communication 98

E78 Partners

JANUARY 28, 2025

Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence. Translate Insights into Action: Align Day 1 and post-close communication strategies with cultural findings to address stakeholder concerns effectively.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

The Charity CFO

JANUARY 29, 2025

.” He suggests organizations should: Plant a flag with a bold vision Aim for a concrete, finite accomplishment Make the mission as crisp and clear as possible Provide an entryway for people to learn more gradually When to Refresh Your Brand Several triggers may indicate it’s time for a brand refresh: Expanding services or geographic reach (..)

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Global Finance

OCTOBER 31, 2024

Their sheer size makes them industry leaders, and by leveraging thier diverse banking platforms they have grown their balance sheets. YoY changes include new entrants Banque Federative du Credit Mutuel at No. 47 and State Bank of India at No. 49, replacing Norinchukin Bank and CaixaBank.

Banking 94

Banking Construction Communication Leverage 94

The Charity CFO

AUGUST 21, 2024

Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors. Bridging this communication gap can help your organization ensure every dollar raised is used effectively.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Future CFO

FEBRUARY 10, 2025

Leverage External Frameworks and Standards Adopt Recognised Reporting Standards: Implement existing frameworks such as the Global Reporting Initiative (GRI), Sustainability Accounting Standards Board (SASB), or the Task Force onClimate-related Financial Disclosures (TCFD) tostructure ESG reporting.

Investments 52

Investments Education Accounting Standards Communication 52

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Support for various business sectors.

Budgeting 216

Budgeting Leadership Communication Leverage 216

CFO Plans

OCTOBER 29, 2024

Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. Learn How to Enhance Your Cash Flow with these proven strategies.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

E78 Partners

MARCH 21, 2025

By leveraging a structured post-merger integration plan, organizations can accelerate value realization, maintain stability, and build a strong foundation for long-term success. Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning.

Leadership 52

Leadership Communication Prioritization Compliance 52

Future CFO

MARCH 5, 2025

We are leveraging a diverse range of options ranging from e-learning platforms and multi-media tools to project-based immersive experiences to personalised one-on-one coaching." As for their methods, Law explains that effective upskilling goes far beyond the traditional classroom setting. "We

Finance 91

Finance Problem Solving Technology Communication 91

Global Finance

DECEMBER 6, 2024

By leveraging data and analytics, we can offer more personalized and effective solutions, ensuring that we remain at the forefront of the industry. GF: How do you communicate that to clients? Frame: We communicate the value of our market views through regular updates, reports, and personalized consultations.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Thought Leader

JANUARY 15, 2025

Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. People-Centric Approach : Champions open communication and empowers teams to think strategically. This revelation set the tone for Wongs career journey.

CFO 52

CFO Banking Prioritization Leverage 52

Nerd's Eye View

OCTOBER 11, 2022

In this episode, we talk in-depth about how, while working for a broker-dealer, Libby realized their internal ‘structure for success’ was entirely built around working more to earn more and realized that she would need to build her firm with a different kind of mindset if she wanted to earn more while working less (so that she could have (..)

Leverage 98

Leverage Communication Planning Marketing 98

The Charity CFO

FEBRUARY 20, 2025

It helps you communicate how you’re going to make the difference you want to see in the world. It can be a tool to galvanize your team, community, and supporters. Leverage Your Board : The reason your board exists is strategic oversight and supporting your team in these matters. much better.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

E78 Partners

DECEMBER 12, 2024

Investor Relations Optimization : Automation tools enhance communication by providing stakeholders with timely updates on portfolio performance and strategic shifts. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

NOVEMBER 18, 2024

With the support of firms like E78 , companies can leverage the skills of experienced interim leaders to implement robust financial strategies that maintain stability and promote growth during periods of uncertainty. Enter interim leadership, a strategic solution providing organizations with the expertise to navigate these challenging times.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

The Charity CFO

JUNE 26, 2024

Dana and Tosha’s conversation today will focus on digital marketing and how this tool can be leveraged, especially in nonprofit organizations, to assist in fundraising. That’s easy to see, when a group of people were confined to the inside, and left with the internet to communicate. This is one side of the coin.

Nonprofit 52

Nonprofit Leverage Marketing Budgeting 52

CFO Talks

NOVEMBER 19, 2024

Critical thinkers adapt decisions to the specific challenges and opportunities their businesses face, from navigating BEE compliance to leveraging local market dynamics. Effective Communication: Simplifying Complexity Critical thinking doesn’t end with a decision—it must be communicated clearly to stakeholders.

Problem Solving 52

Problem Solving Leadership CFO Compliance 52

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Communication 130

Communication Prioritization Leverage Leadership 130

E78 Partners

NOVEMBER 15, 2024

Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time. Foster Cross-Department Collaboration: Encourage departmental communication and collaboration to streamline processes and reduce redundancy.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees.

Communication 52

Communication CFO Valuation Construction 52

CFO Talks

OCTOBER 8, 2024

Different work styles, communication preferences, and problem-solving approaches may create friction. Setting clear KPIs and ensuring that these are communicated across the team is essential. Encourage Open Communication A common pitfall in managing diverse teams is the breakdown of communication.

Finance 98

Finance Problem Solving Communication CFO 98

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. Breaking Down Silos Between Departments One of the biggest challenges in large companies is the lack of communication between departments.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

Global Finance

FEBRUARY 5, 2025

Building and leveraging a network is incredibly important. Van Schak: With the outside community, we communicate on a much higher level. The forum brings together a group of CFOs from the Netherlands for a few days, engaging with professors and peers. It was a fantastic experience. What makes it unique?

CFO 64

CFO Corporate Finance Finance Communication 64

Bramasol

FEBRUARY 18, 2025

In addition to being a cultural fit with our core values, we always look for consultants who are much more than just technical experts; they also need to be strategic thinkers, effective communicators, and problem solvers. Effective Communication Skills Communication is a crucial skill for SAP consultants.

SAP 60

SAP Problem Solving Communication Accounting Standards 60

PYMNTS

NOVEMBER 16, 2020

Now, with the pandemic accelerating a move toward digital product acquisition, communication, purchases and money movement, financial institutions (FIs) and their clients need to be even more vigilant. Leveraging Advanced Technologies. Banks have long worked to anticipate and protect against emerging tactics of cybercriminals.

Banking 118

Banking Leverage Securities Communication 118

CFO Talks

FEBRUARY 17, 2025

He shared an example from his time at Shell when an earthquake in Turkey disrupted communication, making it impossible to check on employees. Leverage Technologybut Dont Overcomplicate It While risk management tools exist, Chris stressed that effective risk management relies on people, not just software. The key takeaway?

Risk Management 52

Risk Management CFO Prioritization Leadership 52

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

The Charity CFO

JULY 27, 2022

But the most successful nonprofits are already leveraging interconnected software systems to raise money more effectively, optimize internal communications, and work SMARTER instead of harder. How companies like Facebook, Amazon, and Apple make it mandatory that you step up your game when it comes to effective communication.

Nonprofit 95

Nonprofit Communication CFO Leadership 95