Cube Software

OCTOBER 5, 2022

In this slide deck, you'll learn how to demonstrate your aptitude as a great CFO by: Communicating clearly on the numbers and the story behind them. And I've developed some of my own best practices for a successful board meeting as a CFO. Staying one step ahead of the board and anticipating questions. Avoiding key pitfalls.

Communication 52

Communication CFO Numbers 52

PYMNTS

DECEMBER 20, 2019

Apple is reportedly working on a project involving satellite technology to potentially be able to communicate with iPhones without the use of third-party equipment, according to reports. The company has hired satellite and antenna designers, as well as aerospace engineers.

Communication 52

Communication Budgeting Technology Numbers 52

Jedox Finance

MAY 30, 2022

In addition, a number of usability enhancements make it easier to design, test and deploy planning solutions at scale. release makes it easier to orchestrate and communicate enterprise-wide workstreams. How the Jedox EPM platform 2022.2

Communication 52

Communication Planning Leadership Sales 52

PYMNTS

DECEMBER 24, 2019

In its ongoing attempts to fix its privacy standards, Facebook will no longer use phone numbers to determine who one sees on their “people you may know” list, according to Reuters. He added that, from now on, no one who signs up for Facebook will have their phone number connected to their friend suggestions.

Numbers 55

Numbers Advertising Communication Securities 55

PYMNTS

SEPTEMBER 9, 2020

In a move that lets users place and get phone calls through their Alexa gadgets, Amazon is launching a new collaboration with AT&T that will enable consumers to connect their phone numbers with their Alexa accounts, The Verge reported. And, with Amazon’s current Away Mode turned on, calls can be temporarily disabled.

Numbers 66

Numbers Transportation Advertising Communication 66

CFO Talks

NOVEMBER 14, 2024

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Focusing on External Relationships for Sustainable Growth Engaging Investors Beyond the Numbers Investors appreciate financial results, but they also want to feel confident in the team leading the organisation.

CFO 94

CFO Communication Construction Finance 94

CFO Talks

JUNE 1, 2022

Once you’ve identified and communicated the culture-crashing behaviour and beliefs, you need to articulate the belief, behaviours and outcomes you desire going forward. . . The post The Culture shift: lead on culture, not just numbers appeared first on cfoclub.co.za. You do this by addressing the unwanted behaviour.

Numbers 52

Numbers CFO Leadership Budgeting 52

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

CFO Talks

OCTOBER 9, 2024

Effective leadership goes beyond managing numbers—it involves cultivating an environment where teams thrive, innovation flourishes, and strategic goals are achieved. Effective Communication is Key Clear, open, and honest communication is at the heart of any successful organisation.

Leadership 98

Leadership Problem Solving CFO Communication 98

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 91

Communication Prioritization Securities Marketing 91

PYMNTS

APRIL 17, 2020

Board rules restrict the kinds and number of loans that bank directors, officers, shareholders and companies owned by those individuals can get from their related banks. The modification will let those people ask for PPP loans, in line with the limitations and rules of the SBA. It only relates to PPP loans.

Communication 65

Communication Prioritization Banking Numbers 65

CFO Talks

OCTOBER 2, 2024

The CFO as Ambassador: Representing Your Organisation with Integrity As a CFO, your role goes beyond numbers and financial strategies; you are a key ambassador for your organisation. This involves being transparent in your communications, admitting mistakes when they occur, and ensuring that your actions reflect your company’s values.

CFO 52

CFO Communication Leadership Compliance 52

PYMNTS

FEBRUARY 25, 2020

Texting is not the best way to interact because there are a number of use cases where you really can’t text — when you’re driving a car, when you’re walking in the street,” Calogero said. Overall, the company has discovered that whichever specific path these firms choose, as of now, it is going to be mobile-based.

Communication 83

Communication Transportation Technology Banking 83

Nerd's Eye View

SEPTEMBER 13, 2024

Also in industry news this week: A CFP Board study indicates that financial planners with the certification earn 10% more than other advisors and show very high levels of career satisfaction A Morningstar study has identified 4 main areas where investors find value from their financial advisors, which might not match an advisor's own list of top ways (..)

Compliance 95

Compliance Communication Practice Management Advertising 95

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 94

Communication Budgeting Securities Planning 94

PYMNTS

MARCH 14, 2017

Founded in 2010, internet-of-communications startup Unified Inbox works in part to enable device-to-smart appliance communications via text. Since the beginning of 2017, Alexa has integrated with a number of smart products and services ranging from smartphones to fridges to smart car user interfaces.

Communication 40

Communication Manufacturing Startups Retail 40

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 89

Communication Startups Planning Compliance 89

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61

Numbers Accounting CFO Financial Analysis 61

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Benchmarking 96

Benchmarking Communication Advertising Compliance 96

Global Finance

JULY 26, 2024

First, he put a damper on further interest rate hikes, saying he would promote a well-communicated stance of higher rates for longer rather than the former “rushed, volatile, ad-hoc policy moves and experiments.” My work will be judged by long-term results and not only by inflation numbers this year,” he predicts.

Banking 105

Banking Communication Finance Numbers 105

Global Finance

OCTOBER 20, 2024

In moving to Beijing from Toronto, SWIFT hopes to enhance its position as a global provider of secure financial messaging services, since the city is home to most of China’s biggest companies and the largest number of Fortune Global 500 companies in the world.

Construction 111

Construction Finance Communication Economics 111

CFO Talks

OCTOBER 31, 2024

I’ve always had a natural inclination toward numbers; they just made sense to me in a way that’s hard to explain. Fortunately, I had fantastic support from family and friends, many of whom were also fascinated by numbers. Collaboration and open communication are also central to how I tackle difficulties.

CFO 97

CFO Leadership Communication Problem Solving 97

Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Communication 94

Communication Advertising Planning Finance 94

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Communication 94

Communication Numbers Planning Investments 94

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

Planning 75

Planning Communication Technology Sales 75

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

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 98

Benchmarking Communication Leverage Numbers 98

CFO Talks

NOVEMBER 1, 2024

My interest in finance was sparked by a deep fascination with numbers and their ability to tell stories about businesses and economies. Strategic Thinking: A CFO must go beyond numbers, contributing to the company’s strategy and long-term vision. Developing the ability to align financial insights with business goals is vital. 3.

Prioritization 98

Prioritization CFO Leadership Communication 98

CFO Thought Leader

APRIL 11, 2023

Known as NYSE Technologies, the business was established to target revenue opportunities for a number of software technologies that NYSE had developed in-house, as well as a number that had been acquired by NYSE. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52

CFO Communication Numbers Finance 52

Nerd's Eye View

OCTOBER 4, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver (..)

Prioritization 92

Prioritization Valuation Communication Planning 92

Nerd's Eye View

NOVEMBER 5, 2024

What's unique about Emily, though, is how her firm ensures every client can be served profitably through a combination of a complexity-based minimum fee arrangement, coupled with a structured data gathering, plan delivery, and client communication processes that encourage client accountability and follow-through on action items recommended by their (..)

Planning 52

Planning Accounting Communication Education 52

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 52

IFRS GAAP Currencies CFO 52

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

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Cash Management 130

Nerd's Eye View

APRIL 6, 2023

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can approach decisions regarding work flexibility and tactics they can use to communicate these choices with prospects and clients. take on no more than 25 clients to maintain their 20-hour workweek).

Communication 76

Communication Construction Planning Numbers 76

Nerd's Eye View

MARCH 29, 2024

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

Prioritization 79

Prioritization Communication Numbers Planning 79