CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The economic environment is changing, along with your customers and your competition. Financial Planning: Develop a robust financial plan. Here’s a quick review. The market isn’t static.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances. Then you can adjust your policies as needed.

Strategic Planning 52

Strategic Planning Planning Cash Flow Forecasting Forecasting 52

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Plans

DECEMBER 16, 2024

This scalable support adapts to changing business needs, whether scaling up or navigating economic challenges. Enhance Financial Strategies with Comprehensive CFO Solutions Strategic CFO services are essential for entrepreneurs aiming to enhance their financial wellness strategies.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFO Simplified

FEBRUARY 11, 2022

Larry Chester, CEO of CFO Simplified, was featured on NADC BoardTalk to discuss business planning for small to medium-sized businesses in 2022. When economic winds change, small and middle-market companies must be able to pivot. Take a look at his feature below: [link]. Being Proactive Versus Reactive. Where to Go From Here.

Planning 98

Planning CFO Economics Restructuring 98

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Simplified

DECEMBER 10, 2021

Those not wanting to sound clichéd change the way they state it, but the overarching message is that if there is no plan, there is no goal to meet, so it’s unlikely that you or your team know if the goal was reached. Planning over the past couple of years has been challenging at the very least. appeared first on CFO Simplified.

Planning 52

Planning Strategic Planning Prioritization Economics 52

Global Finance

DECEMBER 6, 2024

We must remain vigilant about potential economic shifts and geopolitical events that could impact these projections. Heightened geopolitical tensions and policy shifts, such as those related to the US election and Chinas economic policies, are increasing market volatility and uncertainty.

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. By Michael Stier.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Simplified

AUGUST 22, 2022

By this time, you are well on the road to executing your strategic plan for this year. This strategic plan includes evaluating your client relationships: Do they fit into your business model? Are they time-consuming? How do you choose the right banking relationship for your business? Evaluating Your Relationships.

Banking 98

Banking Strategic Planning CFO Treasury 98

Future CFO

APRIL 13, 2025

At a high level, a normal day involves strategic planning, teamwork, and tackling challenges, but most days are diverse and varied. Whether it's streamlining credit risk processes, enhancing financial planning, or optimising employee benefits, this partnership enables us to bridge financial strategies with overarching business goals.

Concentration 52

Concentration Strategic Planning Credit Risk Risk Management 52

PYMNTS

NOVEMBER 21, 2019

Walmart will expand aggressively in China , with a plan to add 500 new locations in the country over the next half decade or so, according to a report by CNN. The news comes as China is in the midst of an economic slowdown and a protracted trade war with the U.S.

Economics 52

Economics Strategic Planning eCommerce Sales 52

Global Finance

DECEMBER 16, 2024

He holds a Master of Science degree in Economics and Business Administration (major in Knowledge Management and Information Networks) and Lappeenranta University of Technology, School of Business. Global Finance: What are the next steps with visualization, another emerging area of AI? Global Finance: Is Generative AI really the answer?

Banking 105

Banking Finance Leverage Technology 105

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. By freeing up time, you’ll experience a transformation in your family office accounting , providing more sophisticated wealth planning for your clients.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

CFO Talks

NOVEMBER 12, 2024

Maintaining clear boundaries and strategic planning are essential to my approach. I make it a priority to plan the majority of my month in advance, which enables me to balance my professional and personal commitments effectively. How do you balance your personal and professional life?

CFO 52

CFO Corporate Finance Auditing Leadership 52

PYMNTS

APRIL 5, 2020

The countries stress that it will likely be some time before everything returns to normality, but the aforementioned countries have enacted committees to strategically plan ways to both ease the restrictive conditions implemented to stop the virus, while also trying to stop further infections and not overwhelm the medical systems.

Planning 60

Planning Strategic Planning Manufacturing Economics 60

Accountancy Today

FEBRUARY 13, 2024

Fewer than one in 10 UK businesses have succession planning fully integrated into their strategy, despite 30% of companies demonstrating a widespread recognition of its importance, according to new research from Azets. However, just 9% of businesses have succession plans fully integrated, while 6% have given it no thought at all.

Planning 52

Planning Strategic Planning Corporate Finance Economics 52

Barry Ritholtz

AUGUST 31, 2023

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. Businessweek ) • Strike Force Five: what happens when late-night TV hosts make a podcast?

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. FP&A analyst, in turn, is a promising yet developing profession that can be interesting to graduates with finance, statistics, economics or business degrees as well as to finance professionals from adjacent disciplines.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Future CFO

JANUARY 21, 2024

Cost pressure amid global economic shifts has become a top concern for 58% of SMEs as they also face workforce challenges, said ACCA recently when releasing results of a survey. “As The post Cost pressure amid global economic shifts: Smaller businesses’ top concern appeared first on FutureCFO.

Economics 52

Economics Compliance Strategic Planning Cost Management 52

Global Finance

JUNE 11, 2024

For example, our data solutions help harness a client’s data into actionable insights while helping them confidently navigate rapidly changing economic environments. Innovation is more than improving your technology stack or rebuilding your platforms, such as treasury management systems, enterprise resource planning, or bank connectivity.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Global Finance

JULY 2, 2024

Hussein Fakhreddine, CEO at Qatari investment bank QInvest, said, “The transaction marks a milestone under the Financial Strategic Plan, which is part of the Qatar National Vision 2030, allowing more sophisticated investment strategies and unlocking a significant liquidity pool.”

Marketing 110

Marketing Strategic Planning Securities Investments 110

PYMNTS

AUGUST 5, 2020

There’s a strategic planning process where the Thasio brand manager gets a document that details the history of the product, including its competitors, ranking, threats and opportunities. Regardless of the post-COVID outcome, Silberstein is passionate about Amazon as an economic driver for retail. “In

Valuation 134

Valuation Strategic Planning eCommerce Compliance 134

Global Finance

SEPTEMBER 9, 2024

Today, the corporate treasury team plays a critical role helping companies navigate a business environment rife with economic uncertainty, geopolitical risks, regulatory change, trade tensions and supply chain disruptions. Not anymore. You have the ongoing wars, conflict with China, high inflation, and [high] interest rates.”

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO General Ledger Compliance 98

CFO Talks

NOVEMBER 11, 2024

She is driven to deepen her expertise in digitalization, AI, and machine learning , applying them to improve financial wellness and business efficiency and aims for international leadership roles that contribute to the economic development of Africa and values cross-disciplinary collaborations for impactful projects.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Examiner.

Finance 130

Finance Budgeting Financial Analyst Compliance 130

CFO News

JUNE 3, 2024

With a clear vision and strategic planning, Modi 3.0 pledges to guide the nation towards global economic prominence. As India looks ahead to another term under Modi's leadership, a promising future awaits.

Prioritization 49

Prioritization Strategic Planning Leadership Manufacturing 49

CFO Thought Leader

JANUARY 27, 2024

This episode of Planning Aces sheds light on the critical role financial leadership and strategic planning plays in guiding companies through turbulent times and the importance of balancing short-term opportunities with long-term strategic planning. Konold managed this surge and the subsequent market normalization.

Strategic Planning 52

Strategic Planning Leadership CFO Planning 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Future CFO

JULY 14, 2022

Besides physical risks, companies also face transition risks from policy, technology and other socio-economic changes as the world shifts towards a low-carbon future. It is about understanding why ESG matters, what it means for you as an organisation, before developing strategies and plans around that.”. Planning is a continuum.

Risk Management 98

Risk Management Compliance Planning Finance 98

Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.

Planning 40

Planning Cash Flow Forecasting Financial Modeling Forecasting 40

CFO Selections

MARCH 9, 2023

As companies continue to battle unexpectedly high inflation and economic uncertainty , understanding this year’s prevailing trends across financial forecasting, fintech stacks, procurement, and customer attribution can help them to increase revenue and market share.

Strategic Planning 52

Strategic Planning CFO Forecasting Economics 52