Nerd's Eye View

OCTOBER 31, 2024

In the 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how advisors can acknowledge the psychological habits formed during prolonged high-stress periods and intentionally move beyond them to continue to achieve sustained growth.

Communication 96

Communication Securities 96

PYMNTS

JUNE 29, 2020

Open banking is one of the most significant emerging trends in the financial industry, allowing banks and FinTechs to share financial data in a quick, easy and secure manner across a network of platforms. Security Risks Facing Open Banking. Securing Open Banking Systems.

Securities 96

Securities Banking Leverage Communication 96

CFO Talks

NOVEMBER 25, 2024

Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals. Whistleblowing on Corruption Example: You uncover bribery within the sales team to secure contracts with key clients.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

DECEMBER 26, 2024

This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Rouse: Communication. Rouse: There were two particularly tough periods. First, when I initially joined, we had to turn Thryv around. That was really challenging. GF: What advice do you have for aspiring CFOs?

CFO 98

CFO Restructuring Math Finance 98

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.

Communication 52

Communication Accounting Nonprofit Budgeting 52

Future CFO

FEBRUARY 9, 2025

He says that a leader should have a blend of two qualities: a good communicator and a deep thinker. A good financial leader for me is someone who thinks deeply so that he can communicate the principles behind certain decisions, directives, policy guidelines and strategic decisions of the company.

Leadership 96

Leadership Communication Construction Corporate Finance 96

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch.

Finance 91

Finance Problem Solving Technology Communication 91

E78 Partners

MARCH 21, 2025

Champion communications, culture and change management initiatives. Sales and Marketing: Aligns branding, customer communication, and positioning. Communication and Change Management Leaders Develop messaging strategies to ensure transparency. Communicate openly with employees to ease uncertainty.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Talks

MARCH 11, 2025

Communicate a Clear Vision One of the biggest reasons change fails is poor communication. Instead of relying solely on emails or official announcements, they should communicate through team meetings, one-on-one discussions, and open forums where employees can ask questions. How to Manage Change Effectively 1.

Communication 52

Communication Restructuring Leadership CFO 52

CFO Plans

FEBRUARY 23, 2025

Grasping what investors truly seek in your financial reports is essential to unlocking new growth opportunities and securing the funding needed to drive your business forward. By providing clear and precise data, coupled with strategic context, you create an environment of trust and openness that can attract and secure investor interest.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Global Finance

DECEMBER 6, 2024

Additionally, there is a growing focus on sectors and themes that can benefit from geopolitical trends, such as global security and infrastructure development. We advise our clients to adopt a proactive approach by implementing robust security measures and staying informed about potential threats.

Banking 52

Banking Communication Strategic Planning Leverage 52

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. IoT support.

Budgeting 205

Budgeting Leadership Communication Leverage 205

Future CFO

DECEMBER 5, 2024

As the payments landscape in the Philippines undergoes significant evolution, the country is set to see a more seamless, secure, and interconnected setting in 2025, according to Visa. Trend # 3: Dynamic Security Elevates Trust as Payments Transform for Filipinos As digital payments gain further traction, ensuring security becomes paramount.

B2B 52

B2B Entertainment Securities Technology 52

Future CFO

FEBRUARY 10, 2025

Communicate the Business Value Internally and Externally Educate Internal Stakeholders: Ipsos recommends that organisations conduct ongoing education initiatives within the business to shift theperception of ESG from a cost centre to a value generator.

Investments 52

Investments Education Accounting Standards Communication 52

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Invoicing Education 52

E78 Partners

NOVEMBER 7, 2024

This ensures their communication systems are optimized for performance and security. Benefits of Telecom Expense Management Managing telecom expenses is crucial for businesses aiming to minimize communication costs while ensuring effective service delivery.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

Global Finance

FEBRUARY 5, 2025

As we scale up and undergo this major transition, one of my primary responsibilities, alongside the CEO, is to secure the necessary funding to support the companys growth and operations. [In In 2024, Avantium secured $114 million in financing.] Van Schak: With the outside community, we communicate on a much higher level.

CFO 64

CFO Corporate Finance Finance Communication 64

CFO Thought Leader

MARCH 12, 2025

After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth. This shift eliminated surprises, improved investor communication, and helped 2X regain momentum. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business.

Finance 40

Finance CFO Communication Financial Reporting 40

E78 Partners

NOVEMBER 25, 2024

As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial transactions with ease and precision. The manager is the primary point of contact for clients, managing communication and addressing any questions or concerns.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

PYMNTS

AUGUST 18, 2020

Google is asking the Federal Communications Commission (FCC) for permission to hold radio experiments “in and near the 6 GHz band,” according to a recent filing with the agency. The firm also said virtual private network (VPN) usage was higher by 34 percent and video bandwidth use was higher by 12 percent.

Economics 139

Economics Communication Technology Securities 139

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. The approver receives an email alert and can connect to the secure payment tool. Virtuous bank connectivity.

Banking 147

Banking Reconciliations Treasury Securities 147

CFO Talks

NOVEMBER 29, 2024

Cultivating skills in communication, teamwork, and decision-making is crucial for effectively leading your team and making a lasting impact. Understand that as a CFO, your role is not just about numbers but about influencing and guiding the organisation’s financial health and strategy.

CFO 95

CFO Auditing Leadership Finance 95

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 98

Communication Budgeting Securities Planning 98

PYMNTS

JANUARY 8, 2021

16, Massachusetts securities regulators filed a complaint against Robinhood alleging that the company aggressively marketed to inexperienced investors and failed to implement controls to protect them, violating state laws and regulations. CNBC reported that the Silicon Valley startup has raised more than $1 billion in funding this year.

Compliance 145

Compliance Communication Retail Startups 145

CFO News Room

DECEMBER 7, 2022

But for many years, advisers looking for guidance from the Securities and Exchange Commission (SEC) regarding what kind of performance advertising was permissible had to rely on fairly general guidelines and SEC staff statements in the form of “no-action” letters. by changing the addressee’s name) are considered advertisements.

Advertising 130

Advertising Marketing Communication Compliance 130

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.

Communication 98

Communication Prioritization Securities Marketing 98

PYMNTS

SEPTEMBER 8, 2020

AppleInsider reports the new method would no longer require near field communication (NFC), the wireless data transfer that enables nearby devices to communicate without an internet connection. Apple Pay users may soon be able to use a feature in the Wallet app to make payments by scanning a QR code.

Communication 102

Communication Retail Securities Sales 102

PYMNTS

APRIL 21, 2020

Financial institutions (FIs) are among the entities that are working to securely meet clients where they are through mobile and online channels to complete tasks that would more often be completed in person. The app uses near-field communication (NFC) for easy data transfers. Keeping The System Secure.

Accounting 121

Accounting Banking Securities Communication 121

CFO Talks

JANUARY 30, 2025

Roger highlighted that clarity in communication and tangible benefits for employees are critical in aligning the team with the companys vision. He recommended frequent communication to address concerns and align employees. He recommended frequent communication to address concerns and align employees.

Communication 52

Communication CFO Valuation Manufacturing 52

PYMNTS

MARCH 23, 2020

As Jessica Rosenworcel of the Federal Communications Commission told CNBC about current capacity. In a “National Security Strategy” paper that debuted in 2017, the current administration said that “Data, like energy, will shape U.S. We’re going to have a big stress test on our networks,” she said.

Economics 139

Economics Communication eCommerce Securities 139

PYMNTS

FEBRUARY 10, 2020

The press release promises that the service is “automatic and secure.” Revolut will partner with TrueLayer , a leading provider of financial application programming interfaces (APIs), which will work to make sure customers’ data is secure. The service was approved by the U.K.’s

Banking 100

Banking Budgeting Accounting Securities 100

PYMNTS

DECEMBER 18, 2020

The tool aims to offer a single hub for information in order to facilitate data-driven decisions and effective communication. Security is top of mind for the healthcare industry as the move to digital continues to accelerate during the pandemic. As best practices are hammered out, security standards remain fragmented.

Healthcare 115

Healthcare Communication Securities Accounting 115

CFO Plans

OCTOBER 29, 2024

Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Innovations such as blockchain for secure transactions, AI for predictive analytics, and machine learning for process automation are redefining how businesses manage their finances.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

PYMNTS

SEPTEMBER 17, 2020

Securities and Exchange Commission ( SEC ) filed an “emergency action” against former NS8 Inc. Rogas and NS8 allegedly gave investors and potential investors the untrue financial statements in two securities offerings at a minimum. Its complaint charges Rogas with going against the anti-fraud parts of federal securities regulations.

Securities 101

Securities Communication Sales Banking 101

PYMNTS

OCTOBER 1, 2020

SWIFT , a global provider of secure financial messaging, announced a new service Thursday (Oct. The platform pledges to improve communications between financial institutions, optimize speed and provide transparency and predictability from one account to another anywhere.

Banking 113

Banking Communication Securities Accounting 113

E78 Partners

JANUARY 22, 2025

This isnt just about adopting cloud-based systemsits about building an integrated, secure, and scalable foundation that supports long-term growth. Data security and protection: Are you prepared to counter cyber threats and meet regulatory standards? Clear communication protocols: Minimize confusion during disruption.

Accounting 52

Accounting Marketing Compliance Communication 52

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