E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 59

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

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

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. Mitek, a top developer of digital identity verification and mobile check deposit technology, announced on Thursday (Oct.

Technology 53

Technology Prioritization Securities Communication 53

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. back-office consolidation, Day 1 communications, risk management).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 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

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

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

JANUARY 5, 2024

They underestimate the level of effort for full people, process & technology integration, and often realize the problem too late. Often it is because they typically have poor communications practice or immature communication processes overall. Mitigation Best Practices: Confirm integration scope as part of deal thesis (e.g.,

Marketing 59

Marketing Communication Prioritization Planning 59

CFO Plans

MAY 2, 2024

Whether you operate in technology, hospitality, manufacturing, trading, or property management, ensure that your chosen partner has a deep understanding of your industry’s unique challenges and opportunities. Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership.

Accounting 52

Accounting Problem Solving Communication Compliance 52

CFO Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

NOVEMBER 7, 2024

Members’ Profile: Yvonne Dias In this edition of CFO Club Africa’s Members Spotlight, we are introducing Yvonne Dias, the Group CFO at MINT Management Technologies. This recognition was not only a testament to my dedication and hard work but also an acknowledgment of the strides we are making in empowering women in technology.

CFO 52

CFO Leadership Communication Finance 52

The Finance Weekly

DECEMBER 5, 2023

There's a significant demand for individuals proficient in data analysis, forecasting, and the associated technologies. The , CFO and finance team must enhance skills in data, analytics, and human aspects like influence, communication, relationship-building, and self-leadership. 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 Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. Not all companies will have the same technology needs, and the focus of technology investment may vary.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

CFO Talks

MARCH 14, 2024

We emphasized the importance of communication, setting priorities, and the initial avoidance of hasty decisions. This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

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

The Charity CFO

OCTOBER 9, 2024

Modern nonprofit leaders are always looking for ways to use technology to make everyday tasks easier. This makes it challenging to create technology that tracks data for fundraising purposes while still following accounting principles. Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

Nerd's Eye View

JUNE 13, 2024

Another concern centers around increasing headcount, where advicers who don't want to hire and manage staff begins looking at technology as the key to achieving better margins while keeping headcount low. Put another way, the advicer has a pricing problem and hopes that the economies of scale can correct for not charging enough.

Prioritization 75

Prioritization Communication Sales Numbers 75

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. This requires a robust risk management framework and regular communication with key stakeholders. Leverage Technology Technology can be a powerful ally in risk management.

Risk Management 52

Risk Management CFO Compliance Communication 52

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.

Prioritization 130

Prioritization Auditing Education Communication 130

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field. billion by 2025, up from $74.4

B2B 87

B2B Prioritization Compliance Budgeting 87

The Charity CFO

JULY 1, 2024

Let’s explore the key factors to consider when researching nonprofit accounting services–from the firm’s expertise to its technology recommendations–so you can be sure you’re getting the nonprofit accounting your organization needs. Technology and Tools The modern world is built on technology, and nonprofits are no different.

Nonprofit 52

Nonprofit Accounting Budgeting Communication 52

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 88

Prioritization Auditing Practice Management Communication 88

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. Beyond financial metrics, consider how the acquisition aligns with your long-term growth strategy, market entry plans, or technological needs.

Mergers and Acquisitions (M&A) 52

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

The Charity CFO

JUNE 27, 2024

You’ll likely have to prioritize the most important roles to hire for immediate success. Identifying opportunities to use technology to streamline processes and reduce costs. Lead with Communication and Transparency Communication and transparency are essential for the success of your organization.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Organizations need to do better.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

The Finance Weekly

FEBRUARY 8, 2023

Furnari previously served as Vice President of Finance at Dynatrace, a global technology company. He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. As a CFO, success requires a broad understanding of business operations, technology trends, and regulatory requirements.

CFO 52

CFO Prioritization Finance Communication 52

CFO Talks

OCTOBER 30, 2024

Shivani’s impressive career in finance has seen her rise through the ranks in industries like property development and technology, with her journey culminating in her appointment as CFO in 2024. Effective communication and collaboration with my team have been essential to overcoming obstacles.

CFO 52

CFO Leadership Problem Solving Finance 52

PYMNTS

NOVEMBER 20, 2020

Wearable device sales have shot up at least 30 percent this year as consumers looked to technology to help them monitor their health during the ongoing global pandemic, according to a top Samsung executive. Samsung will continue to invest in these advanced technologies.”.

Sales 60

Sales Prioritization Healthcare Communication 60

PYMNTS

NOVEMBER 19, 2020

“In creating Echo Frames, we had a vision at Amazon to invent a product that would empower customers to stay connected with the world and provide access to communication, information, and entertainment no matter where they are,” said Amazon Echo Frames Director Jean Wang. . “We

Prioritization 67

Prioritization Entertainment Communication Technology 67

CFO Thought Leader

APRIL 16, 2024

It was here, amidst the skyscrapers of Manhattan, that he began to embrace the complexity of technology companies and their menu of projects involving IPOs, mergers, and acquisitions. Cultivate strong communication skills, foster collaboration across teams, and always prioritize integrity in decision-making.

CFO 52

CFO Auditing Compliance Prioritization 52

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

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.

Finance 130

Finance CFO Prioritization Budgeting 130

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. Whether it be due to organizational changes inside the company, market trends, or changing technology, finance needs to stay ahead of the game.

Forecasting 98

Forecasting Prioritization Finance Investments 98

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape.

IFRS 83

IFRS Accounting SAP Compliance 83

CFO News Room

DECEMBER 31, 2022

Many companies have invested in tools such as desktop monitoring, video surveillance, and even biometric monitors in an effort to keep workers from breaking rules, and yet the authors’ research suggests that these technologies can actually increase harmful workplace behaviors. Summer: Combat Inequity.

Prioritization 130

Prioritization Leadership Communication Planning 130