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

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 95

Leverage Planning Education Investments 95

Future CFO

AUGUST 5, 2024

Decentralised finance or DeFi has emerged as a transformative force in the financial world, leveraging blockchain technology to create an open and decentralised financial ecosystem. Such assurance is important, perhaps due to its decentralised nature, which means smart contract audits are not mandated by legislation.

Auditing 52

Auditing Marketing Education Finance 52

PYMNTS

DECEMBER 4, 2020

Still, she said she doesn’t expect the high numbers demonstrated by debit cardholders on Prime Day to continue for the holiday shopping season as a whole. “I 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.

Education 89

Education Leverage Sales Numbers 89

PYMNTS

MAY 22, 2020

These numbers are expected to rise as the pandemic spreads because fraudsters see any disruptions to normal operations as opportunities. I got an email just recently that said that my Social Security number had been frozen and to click ‘this link’ to unfreeze it.”. million in losses. Understanding the Scope of Financial Crimes.

Profit and Loss 74

Profit and Loss Leverage Education Securities 74

Barry Ritholtz

SEPTEMBER 18, 2024

Brian Portnoy : So you’ve pointed accurately to a number of studies on this and maybe it’s 75,000 or 90,000 I’d also point out that a dollar spent in Manhattan NY versus Manhattan KS those are very different conversations.

Education 110

Education Investments Numbers Planning 110

CFO Talks

JULY 10, 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 40

Leadership CFO Entertainment Education 40

PYMNTS

SEPTEMBER 16, 2020

The COVID-19 pandemic’s negative effects are hitting almost every sector, and higher education is no exception. The following Deep Dive explores the pandemic’s effects on colleges’ student onboarding processes as well as how these digital shifts are altering educational institutions’ overall handling of data. institutions.

Education 56

Education Budgeting Securities Leverage 56

Nerd's Eye View

NOVEMBER 14, 2023

Eric is the Chief Financial Advisor and Co-Owner of Econologics Financial Advisors, an independent RIA based in Largo, Florida, that generates more than $4M of revenue while working with nearly 300 client households.

Planning 80

Planning Communication Education Leverage 80

PYMNTS

JANUARY 24, 2020

Phishing is always the number one cause of [security] incidents, not only for DocuSign, but also for every other company I’ve ever worked for,” Emily Heath, chief trust and security officer for electronic signature provider DocuSign , noted in a recent interview with PYMNTS. Phishing attacks often take one of two forms, Heath explained.

Education 52

Education Securities Leverage Numbers 52

Nerd's Eye View

SEPTEMBER 19, 2023

What's unique about Jessica, though, is how she has built a practice helping financial advisors and their firms navigate the intricacies of buying, selling, or merging their firms by deeply understanding their business expectations, educating them on the transaction process, valuing their firm so they can get the best deal for them, and guiding and (..)

Mergers and Acquisitions (M&A) 66

Mergers and Acquisitions (M&A) Sales Leadership Education 66

CFO News Room

DECEMBER 21, 2022

Is the ultimate success metric the number of GMVs garnered in the sales period that can be potentially costly and drive pent-up demand for the short term, or is it building sustainable engagement for their businesses for the years to come? The efforts have yielded record customer engagement. With almost 1.6

Sales 100

Sales Benchmarking Entertainment Retail 100

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 56

Advertising Leverage Education Finance 56

CFO Thought Leader

JUNE 10, 2023

In the ensuing months at Redbox, Aronson dug into the numbers and began to educate others on the true economics of Blu-ray versus SD and the practices that optimized the buying and allocation of Blu-ray discs at Redbox. This is my number one priority these days.

CFO 52

CFO Education Prioritization Leadership 52

Global Finance

SEPTEMBER 9, 2024

However, Xavier Ferràs, associate dean of the Executive MBA program at Esade Business and Law School in Barcelona, Spain, points out that China’s market and economic systems are less efficient in leveraging these investments. AI’s positive impact will be concentrated, initially, “in a limited number of sectors.”

Economics 111

Economics Construction Leverage Technology 111

Centage

AUGUST 8, 2023

Plus, more team members will need to have input into the numbers that make up a company’s budget. If your spreadsheet leverages advanced functionality or programming within Excel, changes and updates can be a time sink. Scenario planning is useless if you can’t trust the numbers.

Budgeting 98

Budgeting Planning Forecasting Financial Modeling 98

The Charity CFO

NOVEMBER 20, 2023

Finally, when it comes to proactively planning for Giving Tuesday, numbers matter. Not only does the educational opportunity exist to share with them why Giving Tuesday is significant, but also the ability to leverage networks can act as one of the most powerful tools. Michelle gives some data points about raising money.

Nonprofit 52

Nonprofit Problem Solving Education CFO 52

PYMNTS

MAY 22, 2020

The sale comes at a time when market turmoil has hampered financing for leveraged buyouts, forcing companies to put a number of bidding processes on hold, FT reported. Springer executives have said KKR’s leverage will help the group further expand in the market through acquisitions.

Advertising 52

Advertising Leverage Education Finance 52

PYMNTS

MAY 5, 2020

That improvement of fraud detection and prevention, he said, comes courtesy of the direct digital connection that has been created by issuers, spanning text messaging and email functionality, which are leveraged to confirm purchases. ID theft, in general, is behind 80 percent of all banking industry credit card losses, he noted.

Leverage 78

Leverage Risk Management Education Communication 78

PYMNTS

NOVEMBER 16, 2020

KeyBank’s strategy for fighting APP fraud is twofold, consisting of customer education and back-end authentication procedures. Fighting Fraud Through Technology and Education. Educating customers on APP fraud is the first step toward preventing it, Kakani explained. How The Pandemic Makes APP Fraud More Pernicious.

Education 72

Education Securities Banking Leverage 72

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Investments Benchmarking 130

CFO Leadership

APRIL 10, 2023

Maintaining that duty of care becomes more challenging as organizations expand since the number of employees traveling on the company’s behalf increases. Leverage technology. Leverage tools that provide omnipresent support should disruptions occur. With increased risk comes the need for increased duty of care. Be accessible.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

NOVEMBER 23, 2020

A “Cloud Center of Excellence” will be constructed on AWS as part of the deal, organizing a collaborative build-out of a comprehensive education and certification initiative for over 3,000 Orange Business Services experts. Orange has also joined the AWS Channel Reseller Program, enabling it to resell AWS offerings to clients.

Technology 57

Technology Construction Education Leverage 57

PYMNTS

MAY 21, 2020

FIs are working on a number of technologies to fight these financial crime attempts, however. For this month’s Feature Story, PYMNTS spoke with Gould about why a multilayered defense system that leverages both employee education and AI is the most effective tool at protecting FI customers from bad actors. . About the Playbook.

Education 52

Education Leverage Banking Numbers 52

CFO Thought Leader

JUNE 15, 2023

Mike DePrisco has a background in higher education and previously worked at the Project Management Institute before joining the IMA. AI is expected to have a significant impact on the accounting department, and the IMA aims to help its members navigate and leverage new technologies to create positive outcomes for organizations and society.

Education 52

Education Leadership Finance Accounting 52

PYMNTS

NOVEMBER 6, 2020

The persona then for the non-attached over-indexes on age, income, education and geography, which should play well for the Walmart + subscription. It matches the income and education profile almost exactly. Geographically, around 40 percent live in either a rural area or a small town.

Entertainment 63

Entertainment Education Leverage Numbers 63

Future CFO

JUNE 3, 2024

CFOs can leverage their experience to elevate ESG reporting, ensuring alignment with financial standards and promoting collaboration for accuracy across non-financial and financial performance," Wood says. 2023 saw a 20% year-on-year increase in data breaches from 2022, with twice the number of victims in 2023 than the previous year."

Finance 40

Finance Compliance Auditing Leverage 40

PYMNTS

FEBRUARY 28, 2020

Dropbox’s digital fraud defenses have three prongs: automated tools, extensive education efforts and dedicated response teams that combat any online threat — and the company has seen some creative attempts. The number-one thing that we see is compromised credentials from another service being used against us,” he explained.

Education 52

Education Securities Numbers Accounting 52

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

E78 Partners

SEPTEMBER 17, 2024

Exact numbers are hard to come by, but the presence of Private Equity has been a contributing factor to the rapid growth within the MSO space. However, as the demand for MSO services grows, and the number of clinics supported increases, common challenges emerge, namely staffing, scaling, capital access, and cybersecurity.

Healthcare 52

Healthcare Compliance Concentration Securities 52

PYMNTS

OCTOBER 6, 2020

Jankowski noted that the pandemic had played havoc with a significant number of merchants. Ethoca , she said, “allows us to take a look and to educate each other when we [have] transactions [that] look fishy based on consumer behavior. The Fraud Factor.

Communication 82

Communication eCommerce Education Forecasting 82

PYMNTS

OCTOBER 30, 2020

Customers save debit and credit card information to their third-party payment accounts, enabling them to log into those accounts and have those payments charged to their cards without providing card numbers, card verification value (CVV) codes or other details to merchants.

Leverage 77

Leverage eCommerce Retail Advertising 77

Future CFO

APRIL 22, 2024

He says Finance is now, more than ever, moving from the traditional role of being just a “number cruncher”. He explains that from his perspective, one of the biggest challenges is to evolve from where they were—considering how they have been educated in schools. Finance impacts the rest of the business.”

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

JANUARY 3, 2019

The interaction point comes amid a steady flow of data as devices, software and the continuum of commerce itself all play across any number of apps. “A Perhaps with some education, the change could come a bit faster. A revolution is going on within our industry,” Jeronski said. “We

Education 75

Education Sales Leverage Retail 75

PYMNTS

APRIL 2, 2020

billion by 2025, with banks of all sizes leveraging such capabilities. This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. When number crunching is needed, however, data analytics can help. Data Analytics Behind the Scenes.

Banking 94

Banking Risk Management Credit Risk Valuation 94

PYMNTS

JUNE 9, 2020

In terms of mechanics, the companies said this week, Citi cardholders can leverage Mastercard Token Connect to push their tokenized card details from the Citi Mobile App (across iOS and Android) to merchants, wallets and Click to Pay. Citi now becomes the first issuer in the U.S. to enable push provisioning to Click to Pay.

Leverage 56

Leverage Education Numbers eCommerce 56

Future CFO

SEPTEMBER 16, 2022

Test data management – Organisations can no longer use real production data for testing, development, quality assurance, or education, due to data privacy laws. Especially as companies seek to store sensitive data to leverage it for future commercial gain.

Compliance 98

Compliance CFO Leadership Securities 98