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 178

Budgeting Leadership Communication Leverage 178

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 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?

Prioritization 130

Prioritization Communication Leverage Leadership 130

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 CFO Communication 98

The Charity CFO

SEPTEMBER 18, 2023

We’ll cover topics like leveraging corporations, and influencers to further the mission of organizations and bringing awareness to the cause. Nick’s job is to create a new perspective around this by bringing awareness and leveraging resources, specifically on media, to cause based organizations. A win-win-win partnership.

Nonprofit 52

Nonprofit Leverage CFO Advertising 52

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

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

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

CFO Talks

NOVEMBER 21, 2024

The idea is simple: leverage the strengths of each partner to achieve objectives neither could accomplish alone. Leverage each other’s strengths to create something entirely new. Clear Roles : Each party leveraged its strengths—Woolworths focused on food quality, while Engen ensured logistical efficiency. The solution?

Leverage 96

Leverage Communication CFO Retail 96

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 78

Leverage Communication Planning Marketing 78

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

CFO Talks

SEPTEMBER 28, 2024

This not only helps in communicating to stakeholders but also in identifying which strategies are driving success and which need tweaking. By leveraging data analytics, you can turn financial insights into strategic decisions that drive tangible results. Create a narrative for your financial results each quarter.

Communication 98

Communication CFO Numbers Leverage 98

Nerd's Eye View

OCTOBER 6, 2023

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Benchmarking 96

Benchmarking Communication Leverage Numbers 96

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Collaborations allow corporations to leverage nonprofits’ capabilities and reputation when launching new products and services. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

PYMNTS

OCTOBER 3, 2020

Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. "Here's a regular Whopper.". When addressing this, we realized there are even more burger fans out there who deserve a reply," Schröder said. "We

Marketing 121

Marketing Communication Leverage Numbers 121

Fpanda Club

MARCH 1, 2021

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

Nerd's Eye View

DECEMBER 24, 2024

And so, whether you’re interested in learning about how writing a book can be an effective advisor marketing strategy, the different ways to leverage a book to attract clients, or how to write a book without having to take a sabbatical, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Paul G.

Communication 86

Communication Leverage Marketing Accounting 86

CFO Share

JULY 16, 2024

CFOs must also be excellent communicators. For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. They foster trust and secure funding by communicating the company’s financial health, investment opportunities, and risks.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

PYMNTS

NOVEMBER 24, 2020

Many FIs and businesses are relying on 2FA measures that leverage SMS — or text message-based — verification to cater to a growing number of consumers who are using mobile channels to transact. Other companies are leveraging advanced technologies like artificial intelligence (AI) and machine learning to boost their onboarding solutions.

Sales 108

Sales Leverage Securities Banking 108

Jedox Finance

OCTOBER 15, 2020

Because AI learns from historical patterns and behaviors, the models the AI was leveraging were no longer applicable in our current environment. FP&A teams need to leverage their business partnering skills and relationships in order to extract better and more useful data and information from the organization and the external environment.

Forecasting 89

Forecasting Leverage Communication Technology 89

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Communication 84

Communication Startups Planning Compliance 84

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Read More.

Leverage 95

Leverage Prioritization Sales Education 95

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 94

CFO Restructuring Math Finance 94

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 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

Nerd's Eye View

APRIL 12, 2024

Implying that part of the potential appeal to such support platforms is not simply about whether it's more cost-effective to use their tech and services to replace the advisor's own overhead costs, but that it's easier to scale up quickly as a fast-grower by leveraging incrementally more of the support platform's capabilities than needing to take the (..)

Leverage 79

Leverage Leadership Communication Planning 79

Fpanda Club

MARCH 27, 2023

FP&A roles require to stay up to date with the latest trends and technological advancements which can be leveraged by the function. In these circumstances the demand for finance professionals with excellent analytical skills, strategic thinking and the ability to provide and communicate recommendations is growing exponentially.

Finance 130

Finance Auditing Compliance Communication 130

CFO News Room

JANUARY 24, 2023

We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)

Practice Management 130

Practice Management Planning Communication Leverage 130

Nerd's Eye View

JUNE 17, 2024

Which suggests that advisers have an opportunity to leverage the power of online reviews, which can act as "evergreen referrals" and drive more prospects to seek out the firm’s services, all while adhering to their firm’s compliance requirements.

Marketing 92

Marketing Advertising Compliance Leverage 92

CFO Talks

OCTOBER 16, 2024

Keep the lines of communication open throughout the project. Leverage Technology for Efficiency With advancements in technology, financial projects can now be executed more efficiently than ever before. CFOs should act as facilitators, ensuring that everyone understands the project’s value and their role in achieving it.

CFO 98

CFO Risk Management Communication Financial Systems 98

CFO Talks

OCTOBER 1, 2024

Build stronger relationships : Understanding your communication style and emotional triggers helps you connect more effectively with your team and stakeholders. Leverage Self-Assessment Tools Two highly effective tools for developing self-awareness are the Johari Window and the Myers-Briggs Type Indicator (MBTI).

Leadership 98

Leadership Communication CFO Data Analysis 98

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

PYMNTS

NOVEMBER 19, 2020

Alabama-based digital experience platform provider DeepTarget , for example, released several machine learning (ML) algorithms designed to help CUs and community financial institutions (FIs) boost customer service, process more transactions and open more accounts. How Tapping AI and Automation Could Help CUs Meet Members’ Needs.

Communication 91

Communication Leverage Budgeting Accounting 91

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

Nerd's Eye View

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g.,

Technology 89

Technology Planning Entertainment Leverage 89