Global Finance

FEBRUARY 12, 2025

CRM systems also facilitate tailored communication and help identify client needs, leading to stronger client-manager relationships. Engagement on-and off-line Younger clients expect frequent communication, whether through real-time alerts, personalized notifications, or virtual meetings.

Compliance 52

Compliance Communication Technology Investments 52

Nerd's Eye View

NOVEMBER 6, 2024

or "How do you define success, security, and a life well-lived?" These questions encourage clients to uncover important themes – such as business growth, building a legacy, or prioritizing simplicity and family time – that guide their decisions.

Planning 52

Planning Prioritization Securities Numbers 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 98

Prioritization Communication Planning Securities 98

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

Prioritization 74

Prioritization Communication Leadership Securities 74

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 98

Prioritization Practice Management Auditing Communication 98

CFO Talks

OCTOBER 31, 2024

Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth. Collaboration and open communication are also central to how I tackle difficulties. Finally, strong communication skills are indispensable.

CFO 97

CFO Leadership Communication Problem Solving 97

PYMNTS

JANUARY 11, 2021

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. Among the enterprise resource planning (ERP) systems with which TripActions Liquid now communicates are NetSuite, Microsoft Dynamics, Sage Intacct, SAP and Xero, according to the release.

B2B 55

B2B Securities SAP Invoicing 55

Global Finance

MARCH 3, 2025

The need to shift toward alternative energy sources has been reinforced by the move away from Russian gas and oil, which most countries see as a vital step toward securing long-term energy security. These included the Annual Meeting last May, in Yerevan, Armenia, of the European Bank for Reconstruction and Development (EBRD).

Finance 52

Finance Banking Investments Prioritization 52

CFO Network

MARCH 18, 2024

Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality. Effective Communication: Overcoming Barriers in Outsourcing Communication breakdowns pose another hurdle in outsourcing accounting services.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

The Finance Weekly

JANUARY 1, 2023

In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation.

Finance 98

Finance Compliance Economics Forecasting 98

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

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

PYMNTS

JULY 17, 2020

“The Postal Service is developing a business plan to ensure that we will be financially stable and able to continue to provide reliable, affordable, safe and secure delivery of mail, packages and other communications to all Americans as a vital part of the nation’s critical infrastructure,” said Partenheimer.

Prioritization 78

Prioritization eCommerce Communication Planning 78

PYMNTS

OCTOBER 22, 2020

A major provider of financial technology to banks, Mitek Systems said its digital identity verification software will now incorporate near-field communication (NFC) technology as well. 22) that it will be incorporating NFC capabilities, which increase the speed and security of transactions, into its “identify verification workflow.”.

Technology 53

Technology Prioritization Securities Communication 53

CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0 To start, SECURE 2.0 To start, SECURE 2.0 Executive Summary.

Planning 130

Planning Auditing Investments Securities 130

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term.

IFRS 81

IFRS Accounting SAP Compliance 81

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

PYMNTS

JANUARY 20, 2021

For the last nine months, many of us have been learning how to work remotely, communicate remotely, learn remotely, socialize remotely and more. As such, Elan has focused its development pipeline to prioritize and invest in technologies that allow customers to be more self-reliant.

Prioritization 71

Prioritization Communication Investments Accounting 71

The Charity CFO

JULY 2, 2024

They are quickly learning that outdated processes hinder an organization’s ability to reach its goals, connect with the community, and engage with donors. If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

CFO Strategic Partners

OCTOBER 21, 2021

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached out to CFO Strategic Partners for guidance. We ensured the accounting and finance team was communicated with throughout the transition. Our work was a success!

CFO 52

CFO Leadership Prioritization Education 52

Global Finance

JUNE 6, 2024

Corda R3 Innovation: Digital Asset and Crypto Banking Offering Company: BBVA Switzerland The crypto- and digital-asset market is filled with friction and security risks. China’s securities depository, China Central Depository & Clearing Co.

Construction 109

Construction Compliance Cash Management Treasury 109

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. Following 1.5

Financial Planning and Analysis (FP&A) 52

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

Spreadym

DECEMBER 1, 2023

This may involve presentations, discussions, and deliberations to secure the necessary approvals. Set Clear Guidelines: Clearly communicate budgeting guidelines, expectations, and timelines to all departments or team members involved in the process. Departments and teams start executing their plans according to the allocated resources.

Budgeting 59

Budgeting Prioritization Communication CFO 59

CFO Thought Leader

MARCH 25, 2025

Read More Today, that spirit of transparent communication fuels Robbinss approach as CFO. Above all, he prioritizes strong relationships across every organizational function, from sales and marketing to product and engineering. This is why go-to-market execution, he explains, has become the centerpiece of his strategic leadership.

CFO 52

CFO Marketing GAAP Prioritization 52

PYMNTS

MAY 5, 2020

Quevedo said it’s important — now more than ever — to open up lines of communication that extend across merchants, cardholders and financial institutions to prevent these kinds of disputes from ever making it into the system. The Issuer Side Of The Equation.

Concentration 83

Concentration Prioritization Entertainment Banking 83

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 Communication CFO Restructuring 40

PYMNTS

SEPTEMBER 22, 2016

While banks will use faster and real-time payment technology to maintain their competitive edge, the technology to mitigate risk and ensure security of these faster transactions needs to also keep up. You want to prioritize the $100 million transaction coming through to clear a trade, while still mitigating risk.”

Banking 75

Banking Compliance Prioritization Auditing 75

PYMNTS

JUNE 16, 2017

TeleSign , the world’s first end-to-end communications platform as a service, announced new iOS capabilities for its mobile app verification service, App Verify. TeleSign’s Fraud Report found that 64 percent of companies prioritize smooth and simple user registration and account verification over cyber security needs.

Prioritization 40

Prioritization Securities Communication Accounting 40

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Jedox Finance

JULY 23, 2020

Inadequate prioritization of projects or lack of allocation to portfolios. In leading program management solutions, flexibly adaptable scoring systems can be used for project prioritization. This ensures traceability for project approvals and project prioritization. Lack of communication between stakeholders.

Prioritization 52

Prioritization Budgeting Communication Planning 52

CFO Leadership

OCTOBER 10, 2023

What data governance, privacy and security procedures do we have in place or need? Create and communicate a well-defined plan for how you intend to bring advanced AI tools into your organization and use them for transformation. Where is that data located? Is it ready to use now, and is it scalable?

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Thought Leader

APRIL 16, 2024

Tibrewal: At Anomali, we are revolutionizing how our customers navigate the ever-changing landscape of global cyberthreats by empowering them to elevate their security operations and fortify their cyber defense capabilities. For me, joining Anomali was simply a matter of checking the boxes on all three of those fronts.

CFO 52

CFO Auditing Compliance Prioritization 52

The Finance Weekly

FEBRUARY 8, 2023

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. This requires effective communication and collaboration, as well as a deep understanding of the business's needs, goals, and priorities. Furnari previously served as Vice President of Finance at Dynatrace, a global technology company.

CFO 52

CFO Prioritization Finance Communication 52

E78 Partners

APRIL 9, 2024

Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase. Technology: Technology acts as a protective shield against cyber threats, and staying up-to-date on investments in security tools is a must.

Investments 59

Investments Compliance Securities Benchmarking 59

CFO Talks

OCTOBER 10, 2024

How do you prioritize your time and resources to make sure each client gets what they need without becoming overcommitted? Communication is essential. Communication and planning seem to be the foundation of success in this model. Leana : That’s a really important point. You also mentioned managing a portfolio of clients.

Leadership 98

Leadership CFO Communication Financial Reporting 98

CSC Advisors

OCTOBER 24, 2023

In the dynamic landscape of small businesses, securing adequate financing is often a pivotal challenge for growth and sustainability. These loans empower entrepreneurs to kick-start their ventures, providing a financial boost ideal for covering startup expenses, purchasing inventory, or securing workspace.

Prioritization 52

Prioritization Finance Startups Economics 52