After SVB, cash is once again king, ex-CFO says
CFO Dive
MARCH 14, 2023
With steady CFO leadership now paramount, finance leaders should prioritize cash and keep open their lines of communication with shareholders and employees.
Prioritizing People in Manufacturing
VCFO
JUNE 19, 2023
Prioritizing People in Manufacturing – Why it Matters? While it’s unlikely that one could find an executive that disagrees with this sentiment, manufacturing entities nonetheless often operate in isolated silos with inadequate communication and interaction between the production units and the corporate team. Teams, Slack, etc.),
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The Growth Architect: How Financial Leaders are Unlocking Potential
Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors
From Start to Scale: Driving Growth Through Seamless Payments Implementation
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The Crucial Role of Transparent Communication in Finance
CFO Plans
NOVEMBER 18, 2024
In the ever-evolving financial services industry, maintaining transparent communication between boards and stakeholders is more crucial than ever. Explore Proven Communication Strategies that enhance financial transparency, offering actionable insights for leaders aiming to foster trust with investors and boards.
Implementation Questions To Properly Prioritize And Address To-Dos For Consistent Follow-Through
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.
Key Mistakes of Communication in Financial Teams
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.
How Fundraisers and Accountants can Better Communicate
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.
#253 – Prioritizing Payment Principles: A Dialog on Virtual Card in Context (Mastercard & Corpay)
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.
The Fed Communicates Rule Change For The SBA’s PPP
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.”.
Weekend Reading For Financial Planners (August 17-18)
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.
Aligning Your Philanthropic Operating Model with Your Goals
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.
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3 Key Principles For Measurable and Actionable Standards That Help Cultivate Excellent Client Service
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.
White House And FCC Prioritize 5G, Will Spend $20B On Rural Broadband
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
Weekend Reading For Financial Planners (March 30-31)
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 (..)
FP&A is a Swiss multi-tool in a pocket of a management team
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.
Members’ Profile: Anne-Marie de Bruin
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.
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Kitces & Carl Ep 122: Helping Clients Make Decisions That DON’T Make (Financial) Sense
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).
Bank Of America Sees Personalized Video As Key To Rewards-Program Loyalty
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.
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The Role of a CFO in Financial Risk Management
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.
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Weekend Reading For Financial Planners (October 5–6)
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 (..)
9 Trends That Will Shape Work in 2023 and Beyond
CFO News Room
JANUARY 18, 2023
Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Tailoring communications and incentives to motivate allyship, for example, by recognizing and giving visibility to allies on internal platforms and company websites.
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Facebook Grant Money To Prioritize SMBs Owned By Women, Minorities And Veterans
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.
The Best Public Speakers Put the Audience First
CFO News Room
DECEMBER 9, 2022
Several years ago, I traveled from New York to Geneva, Switzerland to be the closing keynote speaker for the World Communication Forum. Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. That’s one clue to what you should prioritize in your presentation. Is it growth? Opportunity?
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NACHA Report: Inaugural Meeting Of API Standardization Industry Group
PYMNTS
JUNE 23, 2017
The meeting brought together 40 leaders from more than 30 organizations to help identify and prioritize API use cases to be explored in the generation of the Playbook. Application Programming Interfaces (APIs) enable secure and controlled communications between software applications,” said the report. “As
Efficiency First: Tech Trends for Finance Teams in 2023
The Finance Weekly
DECEMBER 22, 2022
Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs.
Western Union Heads To The Cloud To Make B2B Payments Faster
PYMNTS
OCTOBER 28, 2020
A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). These large investments by FIs in new technologies are mere drops in the bucket compared to FinTechs’ investments, however.
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Weekend Reading For Financial Planners (April 8-9)
Nerd's Eye View
APRIL 7, 2023
Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)
Rewriting The Future Of Supply Chain Success
PYMNTS
APRIL 14, 2020
These takeaways include increasing communication with clients, such as by expanding call center hours and providing more intensive support over the phone. Cleaning supplies manufacturers are also prioritizing creating the items that are in highest demand over those that are more niche.
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What High-Net-Worth Prospects (Really) Want From A Financial Advisor
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.
Using Reflection Questions To Help Prospects Find Clarity And Focus On A Shared Planning Vision
Nerd's Eye View
FEBRUARY 28, 2024
The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals. Notably, such reflection questions aren't meant to tell the prospect which issue is more important, but rather, are meant to help the prospect identify their own reasons for how they should prioritize their goals.
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Navigating M&A Integration Challenges in the Lower to Mid-Market
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?”
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#FA Success Ep 346: Moving Procrastinating Clients To “Yes” Instead Of Selling As A Fee-Only Advisor, With Jim Ludwick
Nerd's Eye View
AUGUST 15, 2023
Read More.
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4 Emerging Roles of Finance Professionals
Fpanda Club
FEBRUARY 15, 2021
Moreover, dealing with data and technologies within finance function gives them an opportunity to become digital leaders and contribute to spreading digitalization enterprise-wide facilitating communication between IT and business.
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Does a Cost-Effective Integration Playbook Make Sense for Your Next Acquisition?
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).
HBR’s Most-Read Research Articles of 2022
CFO News Room
DECEMBER 31, 2022
We saw renewed interest in fighting for a workplace that prioritizes wellbeing and transparency, and that takes a concerted, nuanced approach to addressing the systemic inequities that continue to hold our organizations back. Summer: Combat Inequity. By the summer, Quiet Quitting was trending on TikTok.
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Members’ Profile: Ronel Jooste
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.
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Real Talk: Is Outsourced Accounting Right for Your SMB?
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
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Navan’s Modern Approach to Duty of Care
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. Prioritize personal outreach when something goes wrong; it puts employees at ease and ensures they feel well cared for. Be accessible. Employees need access to information 24/7/365 through multiple avenues.
Kitces & Carl Ep 117: Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors
Nerd's Eye View
JULY 27, 2023
In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards consider how advisory firm owners might approach building internal structures in their firm so that they can eventually step away from an active role and rely on others to sustain the firm's viability.
Driving Retail’s Rebound With A Human Capital Revamp
PYMNTS
AUGUST 13, 2020
This includes clear lines of communication with employees as they’re furloughed, laid off and re-hired amid reopenings. In what has historically been a consumer-centric industry, retailers need to prioritize the workers who ultimately drive its success. ” Driving Employee Financial Wellness.
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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Nerd's Eye View
JULY 26, 2022
In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)
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Members’ Profile: Rowen Pillai
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.
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3 Marketing Tools to Adopt to Become Better Finance Business Partners
Fpanda Club
APRIL 18, 2022
To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information. planning, reporting and analysis) are the products/services of the function.
Does a Cost-Effective Integration Playbook Make Sense for Your Next Acquisition?
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).
5 Easy Tips for Increasing Value-added Activities Among FP&A Teams
The Finance Weekly
SEPTEMBER 22, 2022
3) PPP- Prioritize partnering & preparation. Many finance professionals prioritize either partnering or preparation, but to get the best results, you need to do both. Some people need to work on time management, while others want to improve communication and leadership skills. 5) Get down to the action plan.
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