CFO Talks

NOVEMBER 1, 2024

I also prioritize clear communication and collaboration, seeking input from colleagues or experts when needed. A key strategy that has helped me succeed is maintaining adaptability—being open to change and learning from setbacks. Set Clear Boundaries: Communicate your availability to colleagues and clients to manage expectations.

Prioritization 98

Prioritization CFO Leadership 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. Read More.

Communication 91

Communication Prioritization Securities Marketing 91

E78 Partners

SEPTEMBER 25, 2024

Templates for all essential integration and communication planning and execution deliverables. ” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 59

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

E78 Partners

SEPTEMBER 25, 2024

Templates for all essential integration and communication planning and execution deliverables. ” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 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 90

Communication Prioritization Healthcare Planning 90

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

CFO Talks

OCTOBER 31, 2024

Collaboration and open communication are also central to how I tackle difficulties. Working across borders requires not only expertise in financial and operational strategies but also the ability to navigate cultural nuances, communication styles, and varied business practices. Finally, strong communication skills are indispensable.

CFO 97

CFO Leadership Communication Problem Solving 97

CFO Network

MARCH 18, 2024

Yet, reputable outsourced accounting firms prioritize data protection , implementing stringent security measures and confidentiality protocols to safeguard client information. Effective Communication: Overcoming Barriers in Outsourcing Communication breakdowns pose another hurdle in outsourcing accounting services.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

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

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

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Prioritization 92

Prioritization Valuation Communication Planning 92

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 79

Prioritization Communication Numbers Planning 79

E78 Partners

JANUARY 5, 2024

Often it is because they typically have poor communications practice or immature communication processes overall. Adverse side effects: Lack of preparation for Day 1 communications, often preparing only the bare minimum and leaving many questions from employees, customers, and suppliers unanswered or vague. Ongoing “what about?”

Marketing 59

Marketing Communication Prioritization Planning 59

Nerd's Eye View

AUGUST 8, 2024

In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can navigate the "calculus" between growth, time, and margins to define success on their own terms, then build a firm to fit their vision. Read More.

Prioritization 52

Prioritization Communication Numbers 52

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

CFO Talks

MARCH 13, 2024

Today’s CEOs expect their CFOs to be strategic visionaries, business partners, effective communicators, and creators of value. Prioritize Face-to-Face Interactions While it might be tempting to dive into paperwork and financial reports, prioritize face-to-face interactions.

Prioritization 40

Prioritization CFO Communication Restructuring 40

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 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.

Prioritization 130

Prioritization Communication Leverage Leadership 130

PYMNTS

MAY 22, 2020

The idea, according to Sandberg, came about because small businesses are the “heartbeat of our communities” and the company wanted to offer assistance to companies to help with anything a business needed including rent, operations, communications and more. The grants were available for up to 30,000 small businesses.

Prioritization 52

Prioritization Communication 52

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 93

Prioritization Communication Planning Securities 93

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

CFO Plans

MAY 2, 2024

Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership. Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving.

Accounting 52

Accounting Problem Solving Communication Compliance 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

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

CFO Share

JUNE 6, 2024

Practical Steps for Managing Financial Risks Sit down with your CFO and go through this simple process to ensure you are assessing, prioritizing, and managing the proper risks. Effective Communication. Keeping the communication lines open across the organization is crucial. Risk Assessment and Identification.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

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

The Charity CFO

SEPTEMBER 23, 2024

To recruit–and retain–top leadership talent, consider these hiring strategies: Prioritize mission alignment during the hiring process by looking for candidates who believe strongly in the organization. Create open channels of communication and feedback loops so leadership stays in contact with non-leadership teams.

Nonprofit 52

Nonprofit Leadership Communication CFO 52

CFO Thought Leader

NOVEMBER 24, 2023

CFO Rodrigo Brumana reflects on his initial days as a CFO, emphasizing the importance of team communication and organizational structure. He candidly admitted that he should have prioritized identifying and solving infrastructure issues, especially in finance and accounting.

CFO 52

CFO Prioritization Leadership Communication 52

The Finance Weekly

DECEMBER 5, 2023

The , CFO and finance team must enhance skills in data, analytics, and human aspects like influence, communication, relationship-building, and self-leadership. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Regular communication with donors is imperative to support the efforts toward individual giving. The most successful events prioritize engagement and relationship-building.

Nonprofit 52

Nonprofit Prioritization Communication Planning 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. 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 Talks

SEPTEMBER 10, 2024

Prioritize the alignment between financial projections and operational realities, ensuring that future growth assumptions are grounded in realistic business drivers. Differences in leadership style, decision-making processes, and communication norms can create friction that impedes the integration process.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership CFO 52

CFO Thought Leader

AUGUST 15, 2024

This change has led her to prioritize strategic spending that drives revenue growth, moving beyond budget constraints to foster more dynamic and forward-looking financial management. Initially focused on revenue and expense containment, she once viewed expenses strictly as costs.

CFO 52

CFO Banking Prioritization Budgeting 52

CFO Share

SEPTEMBER 12, 2024

Prioritize urgent processes such as cash flow management, ongoing projects, and upcoming deadlines for financial reporting. Managing the Interim CFO Relationship A smooth transition requires more than just bringing in a capable interim CFO—it’s about ensuring effective communication and knowledge transfer. What to Do When a CFO Leaves?

CFO 52

CFO Compliance Communication Prioritization 52

The Charity CFO

JUNE 27, 2024

You’ll likely have to prioritize the most important roles to hire for immediate success. Lead with Communication and Transparency Communication and transparency are essential for the success of your organization. Building a strong team starts with hiring individuals who align with the organization’s mission and values.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

Nerd's Eye View

JANUARY 22, 2024

Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process. If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems.

Prioritization 84

Prioritization Risk Management Communication Planning 84

Nerd's Eye View

JUNE 13, 2024

Instead, an advicer's business would be far better served by prioritizing the most immediate problems, and more often than not this involves focusing on how to add more clients to first reach capacity, and then figuring out where to go next.

Prioritization 75

Prioritization Communication Sales Numbers 75