Concentration Education Risk Management 
Future CFO
MARCH 19, 2023
According to a poll of more than 250 CFOs and senior finance leaders on March 13, 2023, the top actions among CFOs following the recent high-profile bank-related failures include educating their boards on current risk exposures and assessing the risk and viability of current funding sources.
Global Finance
OCTOBER 31, 2024
Miao described a variety of initiatives designed to strengthen management, accelerate innovation, and improve both wealth management and fintech risk management. Investment research and education is another trending area for consumer-oriented innovation. Investor education events are regularly held for clients.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Spreadym
NOVEMBER 3, 2023
Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,
The Finance Weekly
OCTOBER 13, 2021
Universities had to move to online learning when students were suddenly obliged to stay at home due to local health restrictions, while still providing them with a good educational experience. Concentrate on particular areas of improvement. Centralize risk management activities. Secure a quick win. Secure a quick win.
CFO News Room
NOVEMBER 21, 2022
As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.
Future CFO
DECEMBER 18, 2020
We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. In Asia, we have seen a rise in demand for surety as a liquidity tool to replace bank guarantee and LC instruments.
CFO News Room
NOVEMBER 22, 2022
” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” I know our education plan is on track for retirement.”
Expert insights. Personalized for you.
52 
Let's personalize your content