CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

Nerd's Eye View

MARCH 20, 2024

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client's life, advisors often place special emphasis on this data point when they present a financial plan.

Communication 98

Communication Planning Marketing Numbers 98

CFO Talks

NOVEMBER 20, 2024

Lessons for CFOs Being a CFO for a cross-listed company is about more than just numbers; it’s about strategy. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Use simple, plain language to explain the “why” behind your numbers.

IFRS 98

IFRS GAAP Currencies CFO 98

Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee.

Communication 98

Communication Planning Practice Management Numbers 98

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Harding emphasises the importance of "the abilities to influence, the abilities to lead, the abilities to communicate and the ability to inspire." The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Cash Management 98

Cash Management Communication Planning Numbers 98

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. staff time, technology, and custodial fees) and indirect costs (e.g., rent, marketing, and training).

Communication 84

Communication Numbers Practice Management Investments 84

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 98

Valuation Compliance Communication Planning 98

Global Finance

JANUARY 2, 2025

Feng Gu GF: About the loss of talent, can better, more timely communication help prevent this? We provide a very user-friendly tool where you just insert the numbers from the target and from the buyer, and you get a score indicating the likelihood of success. GF: When is a company well-placed to make an acquisition?

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Communication 68

Communication Planning Technology Investments 68

CFO Talks

MARCH 20, 2025

Talking Money Without Causing Panic Numbers tell the truth, but how you communicate with them determines how they are received. Simply presenting the numbers without explanation leaves room for doubt and speculation. Be prepared with data and a well-thought-out response to show confidence in the numbers.

Leadership 52

Leadership CFO Communication Numbers 52

CFO Talks

DECEMBER 4, 2024

Holton’s professional path is guided by a passion for numbers and a philosophy that sees finance not just as a support function, but as a powerful tool for steering businesses toward success. I loved the intricacy of number, how these 10 digits can tell a story depending on the context they are places and the accuracy of the information.

CFO 96

CFO Leadership Manufacturing Communication 96

CFO Talks

OCTOBER 17, 2024

Connecting with Your Audience, Communication, and Executive Presence In the fast-paced world of corporate finance, CFOs in South Africa are expected to do more than just crunch numbers—they need to be effective communicators. But when addressing your finance team, you’ll need to dive into the details of numbers and processes.

Communication 52

Communication CFO Leadership Corporate Finance 52

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Technology Communication 91

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

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Advice For younger, aspiring finance professionals, Wong advises: Always look beyond the numbers.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Thought Leader

JANUARY 30, 2025

Inside The Mentoring Round , PairSoft CFO Matt Collis shares his leadership philosophy on transparency, communication, and cultural alignment. For Collis, scaling isnt just about numbers; its about fostering a shared vision. He believes employees want to add value but need clarity on expectations to stay engaged.

CFO 52

CFO Finance Communication Leadership 52

The Charity CFO

JANUARY 29, 2025

million nonprofits in the United States – nearly double the number from 30 years ago – organizations need to stand out in an increasingly crowded field. Check out the full interview with Howard here: Why Strong Branding Matters for Nonprofits Howard emphasizes that with approximately 1.6

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

CFO Talks

MARCH 11, 2025

Communicate a Clear Vision One of the biggest reasons change fails is poor communication. Instead of relying solely on emails or official announcements, they should communicate through team meetings, one-on-one discussions, and open forums where employees can ask questions. How to Manage Change Effectively 1.

Communication 52

Communication Restructuring Leadership CFO 52

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. Communicate transparently about the rationale behind decisions, even if they are unpopular. As a CFO your influence extends beyond financial reports and budgets.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Future CFO

NOVEMBER 6, 2024

He believes that clear, succinct and consistent communication is critical within organisations to ensure focus and drive cross-functional collaboration. “It’s impossible to predict everything, but building an organisation which can work through distinct scenarios and craft respective responses is the optimal approach,” Shivam says.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Talks

NOVEMBER 29, 2024

This early encouragement played a key role in shaping my future, as it introduced me to the world of business and numbers. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy.

CFO 95

CFO Auditing Leadership Finance 95

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. Typically:

Budgeting 205

Budgeting Leadership Communication Leverage 205

CFO Talks

NOVEMBER 19, 2024

Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.

Leadership 52

Leadership Problem Solving CFO Compliance 52

The Charity CFO

JANUARY 15, 2025

Anderson shared her experiences as a CPA, noting the frustration of dealing with arbitrary fundraising targets or “plug” numbers to balance the budget. Both experts agreed that open communication and realistic goal-setting are crucial for creating a workable budget.

Nonprofit 52

Nonprofit Finance Budgeting Leadership 52

CFO Talks

JANUARY 30, 2025

Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. He recommended frequent communication to address concerns and align employees. Roger Castle: Hi, Leana.

Communication 52

Communication CFO Valuation Manufacturing 52

CFO Talks

FEBRUARY 10, 2025

Leadership is About People, Not Just Strategy Many leaders focus on strategy, numbers, and financial goals, but Paula emphasizes that true leadership starts with people. Navigating Business Transitions: Communication is Key Change is inevitable, especially in todays fast-evolving business landscape.

Leadership 52

Leadership CFO Restructuring Communication 52

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 75

Prioritization Startups Technology Communication 75

CFO Talks

NOVEMBER 7, 2024

Her journey is marked by a commitment to strategic analysis, effective communication, and fostering collaboration, earning her recognition as a Women in Tech 2023 Winner at Sentech Africa Tech Week. From an early age, I was fascinated with numbers and business economics. Finally, collaboration is key to creating win-win situations.

CFO 52

CFO Leadership Communication Finance 52

Future CFO

NOVEMBER 27, 2024

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles.

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 98

Communication Budgeting Securities Planning 98

CFO Talks

SEPTEMBER 28, 2024

It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact. Understand the Story Behind the Numbers Numbers tell a story, and as a CFO, you’re the storyteller. Create a narrative for your financial results each quarter.

Communication 98

Communication CFO Numbers Leverage 98

The Charity CFO

FEBRUARY 12, 2025

According to Sheri’s research, organizations that can quantify and communicate how they’re changing lives are 68% more likely to win grants compared to those who only report on outputs (e.g. number of people served). This shift has real consequences for nonprofits seeking funding.

Nonprofit 52

Nonprofit Leadership Communication Prioritization 52

Nerd's Eye View

AUGUST 16, 2024

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations.

Communication 98

Communication Prioritization Securities Marketing 98

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 98

Communication Startups Planning Technology 98

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

CFO Thought Leader

JANUARY 6, 2025

Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy. If I was to give you a little bit more color on what that means, we leverage demand forecasting to help businesses schedule the right number of employees at the right time.

CFO 52

CFO Leadership Compliance Concentration 52