Remove Compliance Remove Leverage Remove Strategic Planning
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Another challenge is the growing complexity of regulatory compliance. The CFO’s role in this energy transition is multifaceted.

Finance 98
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PodChats for FutureCFO: Mining data intelligence – the secret sauce of finance transformation

Future CFO

Data intelligence is at the heart of this transformation a critical enabler of strategic decision-making, operational efficiency, and regulatory compliance. By leveraging data intelligence, finance leaders can better evaluate macroeconomic indicators, hiring trends, and sales patterns to predict future needs and challenges."

Finance 64
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How CFOs can leverage taxes strategically

Future CFO

Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures.

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Simplifying Tax Filing for Entrepreneurs: Navigate Financial Complexity with Ease

CFO Plans

Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. A practical step is to establish a tax compliance checklist. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

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The Backbone of Sustainable Business Growth

CFO Plans

For financial services firms, these assessments are particularly crucial in navigating regulatory environments and ensuring compliance. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52
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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational.

CFO 98