CFO Talks

JULY 23, 2024

This involves educating employees about the importance of risk management and encouraging them to report potential risks. Leverage Technology Technology can be a powerful ally in risk management. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process.

Risk Management 52

Risk Management CFO Compliance Communication 52

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

Future CFO

JULY 25, 2023

For instance, CFOs’ second top strategic business priority is corporate action such as M&A and restructuring (41%), which ranks fourth for CEOs (27%), the firm added. Customers continue to leverage generative AI in their daily life, moving their expectations for user experience.

CFO 52

CFO Education Restructuring Leverage 52

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This includes not just financial risks but also operational, regulatory, and strategic risks.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Strategic planning is your compass. Education is our secret weapon. Keeping a vigilant eye on cash flow ensures you don't run aground unexpectedly.

CFO 52

CFO Communication Strategic Planning Education 52

VCFO

JUNE 12, 2023

Brandon has always had an interest in leveraging his skills and expertise to worthy causes in developing economies, exploring startup communities around the world, and helping promote social mobility through education and capital access.

CFO 40

CFO Healthcare Financial Modeling Leadership 40

CFO Talks

NOVEMBER 11, 2024

Additionally, I am excited about the potential of cross-disciplinary collaborations, particularly in areas such as education, professional finance and Information Technology, where AI can significantly improve outcomes. Leverage Technology: Use technology to streamline tasks and improve efficiency.

CFO 52

CFO Leadership Problem Solving Communication 52

Barry Ritholtz

SEPTEMBER 23, 2024

Let’s just start with your educational background. So, is it, is it safe to say finance was always in the career plans? I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. There’s leverage.

Restructuring 59

Restructuring Leverage Investments Banking 59

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. RITHOLTZ: Yeah.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

FEBRUARY 7, 2023

COHAN: I was doing something I probably should never have been allowed to do, which was write about public education in Wake County, which was fine. And no one had ever done that, I had to get special permission from the Board of Education in Brooklyn back when they still do that. You start writing for the Raleigh Times.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Banking Investments Restructuring 103