Nerd's Eye View

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis.

Communication 98

Communication Prioritization Healthcare Planning 98

PYMNTS

AUGUST 1, 2018

employers are in the healthcare business , a reality reflected on balance sheets, and one that can keep even the most stoic CFO sleepless at 3:00 a.m. The money spent by those employers represents a form of significant control over healthcare. Healthcare Gaps. Yet, our healthcare outcomes lag behind those in other countries.”.

Healthcare 40

Healthcare Prioritization Planning CFO 40

Spreadym

JULY 6, 2023

Before moving on to consider what the pros and cons of Business Continuity Planning are, let's learn what it is. Business Continuity Planning is a proactive approach taken by organizations to ensure their essential functions and operations can continue or be quickly restored in the event of a disruption or disaster.

Planning 52

Planning Prioritization Compliance Communication 52

CFO Thought Leader

SEPTEMBER 10, 2024

Inside The Mentoring Round , CFO Scott Blackley emphasizes the transformative role of AI in healthcare, noting that Oscar Health continuously evolves AI capabilities to streamline operations, enhance customer experiences, and reduce costs.

CFO 52

CFO Prioritization Strategic Planning Healthcare 52

CFO Thought Leader

JUNE 5, 2024

At Goldman Sachs, he gained exposure to mergers and acquisitions, financial planning, and board-level responsibilities. Stevenson: Yuvo Health is a healthcare organization that helps community health centers gain an advantage in value based care. And we have an agreement with the community health centers and the health plans.

CFO 52

CFO Finance Healthcare Education 52

CFO Leadership

APRIL 10, 2023

For companies asking employees to travel, a duty of care applies to practices, policies, business decisions, and even the healthcare that employers extend to employees in their working environment and outside the office. Achieving that goal means investing time and money, mostly around planning and implementing best practices.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

JUNE 24, 2020

Many of these tasks will fall to essential workers — and this has brought to the surface an issue that has long been a priority for forward-thinking organizations: the need to prioritize employee financial wellbeing. Unfortunately, many such workers have financial needs that do not fit neatly within the traditional two-week paycheck cycle.

Prioritization 94

Prioritization Healthcare Transportation Securities 94

PYMNTS

NOVEMBER 12, 2020

Disney also plans to introduce the service to Latin America, with the inclusion of Mexico, Brazil, Argentina and Chile on Tuesday (Nov. Chapek said the company has proven over many months that it can operate its parks responsibly following stringently enforced guidelines provided by healthcare experts. It reported 32.5 Theme Parks.

Prioritization 67

Prioritization Entertainment Healthcare Investments 67

PYMNTS

NOVEMBER 20, 2020

Although a majority of consumers plan to spend less this year due to the pandemic, wearable device sales have grown by 30 percent or more compared to last year,” said Taejong Jay Yang , senior vice president for Samsung Electronics , in a CNBC interview on Friday (Nov. Samsung will continue to invest in these advanced technologies.”.

Sales 60

Sales Prioritization Healthcare Communication 60

E78 Partners

MAY 13, 2024

DSOs can adopt a proactive approach to license management that can adapt to the changing scale of operations, often facilitated by vendor partners who specialize in serving multi-location healthcare organizations. It requires a well-planned and strategic approach, considering everything from ease of implementation to the return on investment.

Technology 59

Technology Healthcare Compliance Prioritization 59

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

JANUARY 11, 2021

Whether businesses were establishing their modernization roadmaps for the first time or simply accelerating the plans they already had in place, the COVID-19 crisis drove organizations to embrace technology at unprecedented levels in order to manage a remote workforce, supply chain disruptions and economic uncertainty.

Treasury 79

Treasury B2C Prioritization Healthcare 79

PYMNTS

APRIL 4, 2019

Healthcare emerged as the largest target for ransomware attacks, followed by financial service providers and professional services. ” Neither revealed whether they plan to pay the ransom, reports noted.

Prioritization 63

Prioritization Healthcare Securities Education 63

CFO Thought Leader

MARCH 17, 2024

It was here where he would realize the potency of focusing beyond legal parameters—a habit that would spur a pivotal shift in his career from emphasizing legal details to prioritizing relationships and financial strategy. It’s just such devotion that 15 months ago led him to step into the CFO office at healthcare giant Cardinal Health.

CFO 52

CFO Healthcare Leadership Pharmaceutical 52

PYMNTS

NOVEMBER 5, 2019

He will report to CEO Mike Massaro, who will now focus his efforts on the long-term growth plans, go-to-market expansion, and strategic partnerships, according to an announcement.

Leadership 61

Leadership Prioritization Healthcare B2B 61

CFO Talks

SEPTEMBER 10, 2024

Prioritize the alignment between financial projections and operational realities, ensuring that future growth assumptions are grounded in realistic business drivers. Beyond financial metrics, consider how the acquisition aligns with your long-term growth strategy, market entry plans, or technological needs.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership CFO 52

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. A seasonal business, for example, can plan for off-peak periods by managing expenses and leveraging credit lines effectively.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

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. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

PYMNTS

APRIL 1, 2019

Although the economy is humming along, some adults have been hit with unexpected financial emergencies, have made big purchases like homes or had to pay for college or healthcare – all of which can squeeze a budget. One thing that can alleviate the anxiety over retirement savings is to come up with a plan, noted the report. “If

Prioritization 43

Prioritization Healthcare Budgeting Planning 43

The Charity CFO

DECEMBER 20, 2023

This creates a culture built on a solid foundation for prioritizing, serving, creating sustainability & growth for both the employees and clients. Miriam focuses on the aspect of connecting vision to the staff planning and staffing models within a business. They also happen to be the company values as well.

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

CFO Thought Leader

DECEMBER 17, 2023

Of course, career paths are seldom linear, and indeed Chambers’s CFO appointment at RealNetworks would arrive only after a 3-year stint as an FP&A leader with Rosetta Stone and two more as a planning and budgeting executive at the Bill and Melinda Gates Foundation. “I We really focus on the mission of healthcare.

CFO 52

CFO Healthcare Leadership Prioritization 52

VCFO

JUNE 29, 2023

Restoring and Ensuring Effective Nonprofit Finance Practices Decades ago, healthcare trailblazer Sister Irene Kraus moved her mantra of “No Margin. A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Simplified

MARCH 11, 2024

Incentive Plans. in order to motivate employees and tie their efforts with company goals, consider developing or strengthening your existing performance-based incentive plans. Health and Welfare Plans. Outline your needs and leverage your broker relationships to tailor benefit plans to these unique needs.

Communication 52

Communication Prioritization Leverage Healthcare 52

The Finance Weekly

FEBRUARY 8, 2023

Cagwin joined the company in July 2022 as the head of financial planning and analysis and was later appointed interim CFO. Brian Berning | Experity , Brian Berning was named CFO of Experity, an on-demand healthcare provider. Prior to that, Berning was CFO at Great Call and Human Longevity.

CFO 52

CFO Prioritization Finance Communication 52

CFO Talks

FEBRUARY 10, 2023

By Jeff Ryan , MD of AWCape, a Platinum Sage business partner for HR, payroll and financial solutions South Africa’s Budget Speech for 2023 is an eagerly anticipated event for CFOs and financial leaders alike, as it provides insight into the government’s economic priorities and plans for the year ahead.

Budgeting 52

Budgeting Profit and Loss Forecasting Economics 52

Planful

OCTOBER 6, 2016

In an Argyle CFO Virtual Event, John O’Rourke of Planful and two CFOs with thriving companies met for a panel discussion on this very topic. York is the third largest CPA firm in the nation, offering administrative services and cost containment services to healthcare organizations.

CFO 40

CFO Prioritization Healthcare Advertising 40

Barry Ritholtz

MARCH 4, 2025

What was the original plan? And I, and I would love to tell people I had a grand plan. I didn’t really have a grand plan, but my policy degree was at University of Chicago. Melissa Smith : ] So again, did not have a grand plan at the time that I was in policy school at Chicago. Melissa Smith : Absolutely.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

OCTOBER 15, 2024

How do you use all the data coming in about how to prioritize things in a pandemic? 00:11:13 [Speaker Changed] So, so the genesis was, hey, I have to manage my own capital and the tools aren’t good, I’m gonna create it or was the original plan, I have an idea and everybody should be using it.

Technology 59

Technology Healthcare Marketing Prioritization 59

Barry Ritholtz

FEBRUARY 21, 2023

A second guess would have been a healthcare company. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And so we always have to make sure we have the team, the plan and the capabilities to do just that. I mean, really, no one knows who Vanguard is.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Bramasol

JANUARY 15, 2025

The next frontier of artificial intelligence that is accelerating in 2025 is agentic AI, which uses sophisticated reasoning and iterative planning to autonomously solve complex, multi-step problems. The user makes a query and the chatbot uses natural language processing to reply with information from its large language model (LLM) training.

SAP 97

SAP Compliance Leverage B2C 97

Musings on Markets

OCTOBER 28, 2024

That was the thought that came to mind, as I was writing about the US government's plans to break up big tech, and chronicling how much the big tech companies have struggled, trying to enter new businesses, notwithstanding the capital and brainpower that they have at their disposal.

Investments 68

Investments Profit and Loss Benchmarking Accounting 68

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. Adam is an Associate Financial Planning Nerd at Kitces.com. Dan Shaw | Financial Planning). Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces.

Planning 130

Planning Leadership Accounting Healthcare 130

PYMNTS

FEBRUARY 11, 2019

The report noted that the Trump administration doesn’t plan on laying out a timeline as to when it will reach its goals, but will provide more details during the next six months. In the case of R&D, The Verge reported that the plan calls for federal agencies to prioritize AI investments in their research and development budgets.

Prioritization 51

Prioritization Healthcare Transportation Budgeting 51

Barry Ritholtz

OCTOBER 3, 2023

We started on that plan in December of 16. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space. I think by the time we got into inauguration in January, it was clear that border Adjustment was not going to be the overall plan. Like Shahir is your person.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

CFO News Room

DECEMBER 9, 2022

A]llies have translated [Trump’s] often loosely defined philosophy into a 246-page policy plan released Thursday — the ‘America First Agenda’ — that they hope will codify what has already become the party’s dominant ideology and serve as blueprint for lawmakers at the state and federal level, whether or not Trump wins another term….

Healthcare 130

Healthcare Numbers Planning Economics 130