Creative CFP

JANUARY 17, 2019

Suppliers are paid too quickly Everyone is planning their cash pie and want their slice as soon as possible. Be prepared to communicate, and if need be, negotiate payment terms with your supplier. Subsequent to this negotiation you need to plan and prioritise your payments according to your business’ requirements.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounting 52

CFO Share

JULY 13, 2023

Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How quickly will the new sales hire ramp up? Growth planning should include your executive team and a CPA for tax planning purposes. Develop a cash flow management plan to improve the runway.

CFO 40

CFO Forecasting Tax Planning Sales 40

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. World-class reporting also fosters better communication among the management team, board, investors, and lenders.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

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

CFO News Room

DECEMBER 17, 2022

The Commission might also explore what types of experiences meet the Experience requirement, as currently positions focused directly on financial planning work (e.g., paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

Investments 114

Investments Profit and Loss Education Advertising 114

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

CFO News Room

NOVEMBER 26, 2022

A former DoL official has previously suggested that related changes could include amending the five-part fiduciary test, making adjustments to Prohibited Transaction Exemption 2020-02 (PTE 2020-02) , and reexamining existing PTEs, such as PTE 84-24 (which permits certain commissionable insurance sales in retirement plans).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. She left there, she became a crisis communications expert. She also knew Washington in and out.

Marketing 112

Marketing Banking Treasury Profit and Loss 112