CFO Thought Leader

NOVEMBER 3, 2024

Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration. Additionally, they highlight the necessity of educating business units on financial metrics to align organizational goals and improve overall performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

Bramasol

OCTOBER 2, 2024

The Importance of Education: Education is a fundamental human right and a key driver in economic development. Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities.

SAP 84

SAP Prioritization Education Compliance 84

The Finance Weekly

OCTOBER 13, 2021

Additionally, given the significance of new technologies in today’s context of business, FCs need to know how to leverage technical innovations to manage risk and generate value. Thus, they communicate with C-Level executives differently and more frequently than in the past. A prime example of such innovations is of course CPM software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Strategic Planning 52

Nerd's Eye View

OCTOBER 31, 2023

What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and has paired the technology with what he calls a "Client Concierge" staff member who leverages a series of internal checklists they've developed to ensure that every client (..)

Education 91

Education Leverage Planning Investments 91

PYMNTS

JULY 10, 2020

Fraudsters who manage to gain access to customers’ banking profiles in this manner can then set new usernames and passwords, Leblond explained, allowing them to leverage those credentials to tap into the accounts whenever they want while locking out legitimate users.

Education 53

Education Securities Leverage Banking 53

CFO News Room

NOVEMBER 27, 2022

Collaborations allow corporations to leverage nonprofits’ capabilities and reputation when launching new products and services. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. Opportunity #1: Consider nonprofit partnerships to support product launches.

Nonprofit 130

Nonprofit Leverage Education Communication 130

Nerd's Eye View

APRIL 18, 2023

In this episode, we talk in-depth about how Charesse developed her approach of not only evaluating an advisory firm’s technology, but also their processes and systems, and incorporates the importance of training the firms’ teams to implement best practices within their existing system, how Charesse defines her three pillars of operations (..)

Education 98

Education Leverage Leadership Technology 98

CFO Share

JULY 16, 2024

Education and Experience Controllers typically have an accounting degree supplemented with an optional CPA or CMA and 10+ years of experience in managerial accounting. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A) 98

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

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Education 97

Education Planning Leverage Technology 97

Future CFO

AUGUST 13, 2024

The significance of this approach extends to educating users about their online presence, promoting safer online practices, and fostering greater awareness towards identity theft risks. says this method allows organisations to gain insights into user behaviour and potential risks, enhancing their overall fraud prevention strategies.

Risk Management 98

Risk Management Data Analysis Education Leverage 98

PYMNTS

APRIL 25, 2017

Reveal Mobile, a leading innovator in monetizing location-based audience data, announced the launch of Social Direct, a platform that enables advertising agencies, retailers and brands to leverage location-based audience data for highly targeted social media campaigns.

Leverage 46

Leverage Advertising Education Marketing 46

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Leverage 97

Leverage Prioritization Sales Education 97

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. These include SAP RISE, SAP GROW, Digital Discovery Assessment (DDA), SAP Signavio, and Clean Core.

SAP 90

SAP Reconciliations Leverage Prioritization 90

CFO News Room

FEBRUARY 6, 2022

Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. State governments are likely to play a larger role in sectors like urban infrastructure, irrigation, health and education, which fall under their jurisdiction.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Nerd's Eye View

JUNE 28, 2023

Ultimately, sending planning and educational materials to clients in advance helps advisors transform the plan 'presentation' meeting into a plan 'engagement' meeting. Monte Carlo analysis) that might otherwise be difficult to understand when first encountered in a plan presentation meeting.

Planning 96

Planning Education Leverage Technology 96

Nerd's Eye View

MAY 7, 2024

What's unique about Hannah, though, is how she began her career in retail banking, where she rotated positions from lending to working as a teller and eventually becoming a bank-based financial advisor, and then, after realizing she would benefit from time spent learning from a more senior advisor than just continuing to work with her bank clients, (..)

Banking 86

Banking Education Leverage Retail 86

CFO Share

APRIL 11, 2024

Reputable outsourced CFO firms adhere to best practices and technologies that elevate financial security, such as separation of duties, best-in-class password management, and continuous fraud education. Professional bookkeeping firms also participate in continuing education to make staff aware of new fraud attempts.

Securities 52

Securities CFO Invoicing Education 52

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

Nerd's Eye View

JUNE 6, 2023

And be certain to listen to the end, where Adam shares how he didn’t initially think Asset-Map would grow beyond his practice but found that having mentors and hiring the right people for the right roles helped support his journey and get him where he is today, why Adam encourages advisors looking to launch their own fintech companies to pursue (..)

Education 92

Education Concentration Planning Compliance 92

PYMNTS

DECEMBER 4, 2020

Step 1: Educate The Members. That means CUs must train their staffs to educate members on exactly how to leverage a CU-issued card in a variety of digital contexts. Phillips said that’s what’s going to make members comfortable leveraging their cards digitally. Now Is The Time To Tout A CU’s Services.

Education 89

Education Leverage Sales Numbers 89

CFO Talks

JUNE 7, 2024

Key Takeaways from the Interview: Educational Foundation and Early Career Influences: Pamela started her career with a strong educational foundation, gaining a BCom Honors in Accounting and serving her articles at PKF Durban.

Leadership 52

Leadership CFO Entertainment Education 52

Nerd's Eye View

DECEMBER 16, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Practice Management 97

Practice Management Education Leverage Planning 97

CFO News Room

JANUARY 13, 2023

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

JULY 19, 2022

In this episode, we talk in-depth about how being diagnosed with autism as an adult helped Andrew understand himself better and realize he had an opportunity to niche-focus his firm to serve clients who are also neurodivergent adults, how the combination of creating a separate website for Planning Across the Spectrum and leveraging a Facebook group (..)

Leverage 96

Leverage Planning Education Investments 96

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

Prioritization 89

Prioritization Marketing Planning Education 89

Bramasol

SEPTEMBER 27, 2024

These programs might include ongoing access to healthcare professionals, educational resources, and lifestyle management tools designed to improve patient adherence and outcomes. Patient Support Programs: Subscriptions that include comprehensive patient support programs are becoming more common.

SAP 84

SAP Healthcare Compliance Pharmaceutical 84

Barry Ritholtz

MAY 16, 2023

Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Social Leverage recently launched its 4th fund. Now College Graduates Are Leaving, Too.

Concentration 104

Concentration Leverage Economics Education 104

CFO Thought Leader

JULY 22, 2024

In order to accelerate his academic ascendance, Schenker passed the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. Josh Schenker may well be the only CFO we’ve interviewed who claims to have dropped out of high school—which he actually did, sort of. and Cluster.

CFO 52

CFO Advertising Education Prioritization 52

Future CFO

JULY 25, 2023

What CFOs should educate CEOs and the board about Balancing future growth investments and CEO expectations while still tightly managing cost and cashflow, is the tightrope CFOs must walk in the back half of 2023, said Alexander Bant, Chief of Research with the Gartner Finance practice. “The

CFO 52

CFO Education Restructuring Leverage 52

CFO News Room

JANUARY 18, 2023

Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option. As more organizations leverage AI in recruiting, the ethical implications of these practices have become more urgent.

Prioritization 130

Prioritization Auditing Education Communication 130

PYMNTS

MAY 22, 2020

Banks must instead leverage multilayered defenses that harness employee and customer education, ironclad verification and artificial intelligence (AI)-enhanced fraud detection systems to keep customers’ money and personal data safe. Employee and customer education is the first defense banks should leverage to prevent attacks, she said.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

PYMNTS

JANUARY 14, 2021

Forty-two percent of respondents report using mobile apps as their main source for financial education, and 36 percent report using social media to learn about financial products. To learn how financial services firms are leveraging digital tools such as contextual video to engage with customers, download the report.

Banking 89

Banking Leverage Education Retail 89

PYMNTS

APRIL 13, 2020

It will also present educational sessions both live and pre-recorded. The events will leverage the association’s technology connectivity platform as well as virtual event company Balluun. Attendees will receive a calendar of daily events, browse exhibitors by category and book appointments for virtual demos and chats.

Education 102

Education Entertainment Sales Leverage 102

CFO Network

FEBRUARY 26, 2024

Educate Yourself and Seek Professional Help 13. The Power of Technology Leverage technology to simplify your cash flow management. Educate Yourself and Seek Professional Help Don’t hesitate to invest in your financial education. Embrace the Power of Budgeting 6. Monitor and Forecast Cash Flows 7. Conclusion 14.

Budgeting 52

Budgeting Education Forecasting Invoicing 52

CFO News Room

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

Planning 130

Planning Education Leverage 130

Nerd's Eye View

SEPTEMBER 3, 2024

Read More.

Planning 52

Planning Education Leverage Technology 52

Nerd's Eye View

DECEMBER 20, 2022

We also talk about how, in the very early stages of her career and immediately after finishing an internship for an insurance agency, Emily realized that even though the agency was already creating flyers and literature promoting her as a “financial advisor”, she was too young and inexperienced to truly take on that role, and decided to (..)

Education 96

Education Planning Advertising Leverage 96