Nerd's Eye View

DECEMBER 20, 2023

For example, asking the client which task they feel is most important can help reinforce the client's prioritization of the task, while asking the client to share what they know about how to accomplish the agreed-on actions can uncover any potential blocking points stemming from a client's lack of knowledge about how a task should be done.

Prioritization 98

Prioritization Planning Communication 98

CFO Talks

DECEMBER 12, 2024

Communication, conflict management, time management, attention to detail. We have developed the ‘Rat Race Rebel’ program where we guide and coach people to create a better work-life balance – be high-performers while still prioritizing their holistic well-being. Resilience, dedication, loyalty, reliability.

Leadership 98

Leadership CFO Prioritization Education 98

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. Prioritize Risks Effectively Using a simple four-box model that categorizes risks based on likelihood and impact, businesses can focus on high-priority risks that need immediate attention.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

Nerd's Eye View

JANUARY 6, 2025

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

Prioritization 75

Prioritization Startups Technology Communication 75

CFO Talks

FEBRUARY 10, 2025

Navigating Business Transitions: Communication is Key Change is inevitable, especially in todays fast-evolving business landscape. Proactive communication and transparency. When everything feels overwhelming, leaders need to prioritize whats truly important. Communicate constantlytransparency is crucial during change.

Leadership 52

Leadership CFO Restructuring Communication 52

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency. Prioritize integration areas based on synergy potential and risk.

Leadership 52

Leadership Communication Prioritization Compliance 52

Nerd's Eye View

APRIL 14, 2025

It serves as an introductory conversation with COIs who may be a valuable resource, with the primary goal of exploring values, communication styles, ideal client profile, and experience working with other professionals. The first meeting is focused on building rapport and conducting an initial assessment.

Prioritization 52

Prioritization Communication Planning Marketing 52

Spreadym

SEPTEMBER 22, 2023

Effective communication in financial teams is crucial for making informed decisions and achieving organizational goals. However, several key mistakes can hinder effective communication in this context. Financial professionals should strive for clear and concise communication that everyone on the team can understand.

Communication 59

Communication Leadership Financial Reporting Prioritization 59

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

CFO Thought Leader

JANUARY 15, 2025

Eugene Wong’s CFO Playbook Holistic View : Prioritizes cross-departmental insights to preempt silos and align objectives. People-Centric Approach : Champions open communication and empowers teams to think strategically. Resource Allocation : Uses clear frameworks to balance growth, profitability, and innovation.

CFO 52

CFO Banking Prioritization Leverage 52

CFO Plans

MARCH 24, 2025

When advisors commit to Guaranteed Service Delivery, they prioritize Trust in Business Operations , ensuring all financial obligations are met with precision and care. Constant delays and poor communication led to missed tax deadlines, penalties, and a significant hit to their financial stability.

CFO 52

CFO Prioritization Risk Management Planning 52

E78 Partners

NOVEMBER 12, 2024

From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

Strategic Treasurer

MAY 15, 2023

Episode 253 Prioritizing Payment Principles: A Dialog on Virtual Card in Context What point of emphasis for payments should a corporate payment professional focus on in 2023? They include how to prepare, what needs to be measured, how to communicate effectively, how to develop a team, and how to get the resources needed.

Prioritization 52

Prioritization Treasury Communication Securities 52

The Charity CFO

FEBRUARY 19, 2025

Erin stresses that this clarity should permeate all aspects of the organization, from internal communications to external marketing materials. This deep knowledge of donor motivations and preferences is crucial in crafting effective communication strategies that resonate with supporters. Want to jump right in?

Nonprofit 52

Nonprofit Communication CFO Prioritization 52

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. Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. much better. Forget about the numbers for a second.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

PYMNTS

APRIL 17, 2020

According to the press release, “The Board is providing the temporary change to allow banks to make PPP loans to a broad range of small businesses within their communities. The Board said the rule change “is effective immediately and will be in place while the PPP is active.”.

Communication 65

Communication Prioritization Banking Numbers 65

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. Read More.

Communication 98

Communication Prioritization Securities Marketing 98

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. Additionally, I learned the importance of cultural sensitivity and effective communication. Communicate these boundaries to colleagues and family to minimize interruptions during personal time.

CFO 52

CFO Leadership Problem Solving Communication 52

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

CFO Plans

FEBRUARY 23, 2025

Building Strong Connections in Investor Relations and Financial Reports Strong investor relations are founded on regular, transparent communication. By maintaining open lines of communication and using financial reports as a platform for dialogue, you can foster stronger, more meaningful relationships with your investors.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. Foster Cross-Department Collaboration: Encourage departmental communication and collaboration to streamline processes and reduce redundancy.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CSC Advisors

APRIL 10, 2025

With our straightforward approach, we prioritize clarity and communication at every step. Our refinancing services are customized to align with your financial situation and goals, ensuring you get terms that work for you. Streamlined and Transparent Process The refinancing process doesn’t have to be stressful.

Restructuring 52

Restructuring Prioritization Communication Finance 52

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Communication 130

Communication Prioritization Leverage Education 130

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. The number one factor predicting success in this area is the willingness and commitment of leadership to prioritize impact measurement.

Nonprofit 52

Nonprofit Leadership Communication Prioritization 52

Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis.

Communication 98

Communication Prioritization Healthcare Planning 98

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. This involves honest, transparent communication with all parties involved. Finally, collaboration is key to creating win-win situations.

CFO 52

CFO Leadership Communication Finance 52

CFO Thought Leader

DECEMBER 9, 2024

Advocates for data-driven decision-making in resource allocation and project prioritization. By providing visibility into what engineers are working on, our platform enables better communication and decision-making, ultimately improving outcomes for the company.

Leadership 52

Leadership CFO Benchmarking Finance 52

PYMNTS

APRIL 12, 2019

The White House and the Federal Communications Commission (FCC) have announced they will prioritize 5G to make sure America is at the forefront of pushing out the new technology. billion to bring broadband to rural communities. Also, they announced a plan to spend $20.4

Prioritization 47

Prioritization Communication Startups Technology 47

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values.

CFO 52

CFO Prioritization Leadership Communication 52

CFO Talks

NOVEMBER 18, 2024

Continuously refining my approach, I prioritize effective communication, strategic thinking, and informed decision-making to excel to the best of my ability in both arenas in my life. Saying No most of the time helps and creates boundaries. To be in more than 1 place at a time. Finding balance is a delicate dance.

CFO 52

CFO Prioritization Compliance Finance 52

CFO Thought Leader

JANUARY 29, 2025

Read More At PairSoft, Collis leverages these experiences to prioritize purposeful integration. His strategic mindset also focuses on transparency and scalability, ensuring that financial strategies align with operational goals and are clearly communicated across the organization. “Fall in love with change.

CFO 52

CFO Accounts Payable Invoicing Reconciliations 52

CFO Talks

APRIL 8, 2025

I then communicate solutions effectively without antagonizing any party. I prioritize time management, ensuring I dedicate time to my family, workouts, and mental well-being while sticking to work schedules. I engage stakeholders through lobbying, stay calm in emotional situations, and rely on policy frameworks for solutions.

CFO 52

CFO Leadership Auditing Finance 52

CFO Plans

APRIL 14, 2025

This guide should outline clear steps to take during financial crises, including emergency contacts, resource allocation, and communication strategies. Regularly update your financial records, maintain open lines of communication with your tax advisor, and always double-check your filings before submission.

Auditing 52

Auditing Compliance CFO Financial Reporting 52

Nerd's Eye View

MARCH 29, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey suggests Americans are increasingly prioritizing work-life balance over higher salaries, with 2/3 of respondents indicating that they would rather work at a job that they loved rather than (..)

Prioritization 97

Prioritization Communication Numbers Planning 97

Fpanda Club

APRIL 25, 2024

Scissors = Presentations and storytelling Having access to a large variety of internal and external data sources, FP&A teams are true craftsmen who cut out relevant pieces of information, crop diagrams and graphs to zoom in on the most important findings, put it all together and build a storyline to better communicate insights to management.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Problem Solving Budgeting Forecasting 130

Nerd's Eye View

OCTOBER 5, 2023

Such optimization can serve as the backbone of an advisor's value proposition, providing a bottom-line analysis that communicates why those (not insubstantial) fees are worthwhile at the end of the day. taking a sabbatical, using a reverse mortgage to fund a dream goal, transitioning their work/life balance).

Prioritization 98

Prioritization Communication Planning Securities 98

CFO Thought Leader

DECEMBER 9, 2024

Advocates for data-driven decision-making in resource allocation and project prioritization. By providing visibility into what engineers are working on, our platform enables better communication and decision-making, ultimately improving outcomes for the company.

Leadership 52

Leadership CFO Benchmarking Finance 52