CFO Thought Leader

JUNE 5, 2024

Jorge’s formal business education began with an MBA from Duke University, where he honed his finance. So it’s a healthcare model that prioritizes outcomes of care over the quantity of services delivered. “Embrace every opportunity to learn and grow, whether it’s through experiences, mentorship, or formal education.

CFO 52

CFO Finance Healthcare Education 52

CFO News Room

DECEMBER 9, 2022

Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. So, I prioritized their need to get the most applicable information from my presentation over my desire to tell interesting stories. That’s one clue to what you should prioritize in your presentation. Is it growth? Opportunity?

Prioritization 130

Prioritization Leadership Education Leverage 130

CFO News Room

FEBRUARY 6, 2022

Those looking for insight on saving for college may want to check out The Price You Pay for College by Ron Lieber, which explains the financial aid process and the monetary implication of various educational paths. Let’s face it: The mere thought of paying for higher education someday can put more than a few parents into a cold sweat.

Education 130

Education Budgeting Nonprofit Prioritization 130

Nerd's Eye View

OCTOBER 4, 2022

Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love. Read More.

Education 91

Education Concentration Prioritization Finance 91

VCFO

AUGUST 25, 2022

Planning and Prioritizing IT Security Improvement. This is why it is important to educate users on the range of risks they may encounter and how to approach day-to-day device usage. Bucket two of IT security expenses focuses on employee education. Thankfully, the latest security tools can detect that. ——-.

Securities 78

Securities Prioritization Education Budgeting 78

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

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Many new-to-the-workforce employees are struggling: 51% of Gen Z employees say that their education has not prepared them to enter the workforce.

Prioritization 130

Prioritization Auditing Education Communication 130

Nerd's Eye View

AUGUST 15, 2023

We also talk about why, despite sales being a bit of a taboo within the advice industry, Jim views embracing sales as an essential part of building a high-quality fee-only financial advice business, how Jim built his financial planning business to prioritize work/life balance and transitioned his company to remote meetings long before it was the norm (..)

Leverage 97

Leverage Prioritization Sales Education 97

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. I never received a […]

CFO 52

CFO Advertising Education Prioritization 52

CFO Share

JUNE 6, 2024

CFOs implement controls procedures, password management policies, and continuing education for employees to ensure cybercriminals do not take advantage of your company. Cybersecurity Risks Although large companies have a CTO to manage cybersecurity risks, this task mostly falls on CFOs within small businesses.

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

CFO Simplified

NOVEMBER 12, 2024

Our experience and our education color what’s before us, and can obscure reality. As various temps were trained, the education and directions he provided lacked consistency and accuracy to create proper financial reports. Prioritize invoicing on current company activities.

Invoicing 52

Invoicing Construction CFO Education 52

CFO Simplified

NOVEMBER 12, 2024

Our experience and our education color what’s before us, and can obscure reality. As various temps were trained, the education and directions he provided lacked consistency and accuracy to create proper financial reports. Prioritize invoicing on current company activities.

Invoicing 52

Invoicing Construction CFO Education 52

CFO Simplified

NOVEMBER 12, 2024

Our experience and our education color what’s before us, and can obscure reality. As various temps were trained, the education and directions he provided lacked consistency and accuracy to create proper financial reports. Prioritize invoicing on current company activities.

Invoicing 52

Invoicing Construction CFO Education 52

Strategic Treasurer

JULY 7, 2022

Proper prioritization requires insights, and insights require visibility across cash, accounts receivable, inventory, and accounts payable. Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Accounts Payable 93

Accounts Payable Prioritization Leadership Education 93

Strategic Treasurer

NOVEMBER 7, 2022

Both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years. Consider how both efficiency in cash application and prioritization of cash forecasting have been top goals of AR groups and treasury teams for over five years.

Forecasting 52

Forecasting Prioritization Treasury Education 52

Global Finance

OCTOBER 29, 2024

It will range from protecting biodiversity to capacity-building for carbon markets to climate education and youth action to inclusiveness for Indigenous people and other marginalized groups.

Finance 111

Finance Transportation Investments Nonprofit 111

PYMNTS

OCTOBER 5, 2020

It allows users to select and prioritize their financial goals in areas like finances, family, health, home, work, leisure and giving, according to the release. The Life Plan program also works with Bank of America's Better Money Habits program, a free financial education program, the release stated.

Planning 84

Planning Prioritization Education Budgeting 84

CFO News Room

JANUARY 13, 2023

Underwriters are institutional or private funders who provide “big bet” support to major institutions (often cultural, medical, or educational), civic groups, or favored causes based on long-standing interests, values, or personal experience. Their financial support can be provided directly or through a range of trusted individuals.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Nerd's Eye View

AUGUST 3, 2022

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. Similarly, Childfree clients often prioritize long-term care insurance as a way to ensure they are not a burden on others in old age.

Planning 95

Planning Prioritization Education Numbers 95

PYMNTS

JANUARY 8, 2021

TCH currently has a few different work groups and committees that help guide its understanding and prioritizing of a limit increase, which has already been done in many countries around the world. “We First is continuing education about the payments ecosystem as an experience.

Cash Flow Forecasting 139

Cash Flow Forecasting Banking Education Reconciliations 139

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

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. These can include galas, auctions, walks, and many other exciting fundraising ideas.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

Strategic Treasurer

MAY 23, 2022

How to approach the implementation with a mindset of achieving the maximum value within the shortest timeline by prioritizing activities and leveraging accelerators. Key Takeaways: 1. Understanding the importance of executive buy-in during the design process when it comes to aligning value with effort.

Treasury 52

Treasury Technology Prioritization Budgeting 52

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Planning 96

Planning Problem Solving Profit and Loss Prioritization 96

PYMNTS

SEPTEMBER 25, 2018

What is surprising is that Protiviti’s research concluded CFOs are not prioritizing some of the technologies they could use to achieve their goals in data analytics and security. For example, 72 percent of CFOs rated their prioritization of virtual currencies to be between levels one and three. ”

Prioritization 67

Prioritization Corporate Finance Education Finance 67

CFO Strategic Partners

OCTOBER 21, 2021

Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines. Along the way, we educated the leadership team on the skills needed for this important position.

CFO 52

CFO Leadership Prioritization Education 52

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. She would subsequently join Redbox’s strategy team after having completed an MBA degree.

CFO 52

CFO Education Prioritization Leadership 52

Future CFO

OCTOBER 24, 2023

NFT mass adoption will be supported by customer education and the adoption of general web3 elements and functionalities. Current adverse macroeconomic environment is making companies re-prioritize their efforts and investments into more core businesses to the detriment of exploring new ways of growth through NFTs.

Prioritization 52

Prioritization Securities Education Economics 52

Bramasol

JULY 16, 2024

However, many are not yet moving forward with purchasing RISE with SAP, which demonstrates that SAP customers need to be better educated about the offering and how it can transform their business. According to an SAP ASUG survey, “ More than a third of organizations (35%) are investigating RISE with SAP".

SAP 90

SAP Reconciliations Leverage Prioritization 90

CFO Talks

MARCH 20, 2024

However, education and mentorship are also important for developing specific skills. This prioritization underscores the value placed on a CFO’s ability to anticipate and prepare for future challenges, steering the company towards long-term success and sustainability.

CFO 52

CFO Compliance Performance Measuring Education 52

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

CFO Share

JUNE 27, 2024

This includes: Training and Education: The CFO should provide ongoing training to the finance team about new regulations, risks, and financial compliance requirements. When the finance team sees their leader prioritize compliance, they are more likely to follow suit. This should include regular workshops and seminars.

Financial Reporting 52

Financial Reporting Compliance CFO Auditing 52

Collectiv

FEBRUARY 2, 2022

By prioritizing adoption and the employee experience, Power BI helps enterprise teams optimize operations, increase profits, and see incremental ROI year after year. Develop PUGs to support other users, oversee aspects of your implementation, spread the word on new or updated features, and host events or continuing education trainings.

Education 52

Education Benchmarking Prioritization Data Analysis 52

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. This involves educating employees about the importance of risk management and encouraging them to report potential risks. Risk Assessment Once risks are identified, the next step is to assess their potential impact and likelihood.

Risk Management 52

Risk Management CFO Compliance Communication 52

PYMNTS

SEPTEMBER 15, 2020

Having multiple acquirers is an important risk mitigation tool for merchants, but according to Metodieva, merchants aren’t always prioritizing the diversification of their banking solutions. must constantly educate and keep themselves up to date with the latest requirements,” explained Metodieva. Diversifying Risk.

B2B 119

B2B Risk Management Compliance Prioritization 119

CFO Talks

NOVEMBER 11, 2024

Once I have a clear picture, I prioritize the challenges based on their impact and urgency. 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.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

SEPTEMBER 18, 2020

Yet as these businesses expand across borders, their cross-border payment strategies must prioritize a local experience for the end-user, says Sebastián Kanovich , Chief Executive Officer at dLocal. But the principle remains the same, said Kanovich: don’t focus on educating a consumer on a new payment technology.

Marketing 101

Marketing Prioritization Education eCommerce 101