CFO Thought Leader

JANUARY 15, 2025

Originally honing his financial acumen at Silicon Valley Bank, he gained close exposure to startup ecosystems and leveraged finance transactions. Eugene Wong’s CFO Playbook Holistic View : Prioritizes cross-departmental insights to preempt silos and align objectives. This revelation set the tone for Wongs career journey.

CFO 52

CFO Banking Prioritization Leverage 52

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Plans

DECEMBER 16, 2024

This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success. Enhance Your Business Efficiency Now to prioritize personal well-being and leadership, ultimately preventing burnout and enhancing quality of life.

Accounting 52

Accounting CFO Leadership Prioritization 52

Global Finance

JUNE 11, 2024

Has the investment ratio between keeping the lights on and innovation changed? Nothing has drastically changed in terms of investment ratio. The most important thing is to relentlessly and continuously prioritize. Innovation requires extreme prioritization and commitment.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Global Finance

FEBRUARY 4, 2025

Anastasia McAlpine: Finastra prioritizes innovation to tackle challenges in the traditionally paper-heavy trade finance industry. We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?

Finance 59

Finance Prioritization Leverage Treasury 59

The Charity CFO

MARCH 13, 2025

Keep Every Receipt, No Exceptions Whether its a small office supply purchase or a major equipment investment, maintain records of every expense. Pro Tip: Leverage expense approval tools to ensure all vendor invoices and credit card transactions are reviewed and approved at the appropriate levels.

Nonprofit 52

Nonprofit Auditing Compliance Leadership 52

The Finance Weekly

DECEMBER 1, 2024

Cons - Requires an upfront investment in software and may struggle with non-standard transactions. But if your business is growing, investing in automation could save you significant time and effort. Leverage Automation - Invest in software that can handle the heavy lifting for you.

Reconciliations 52

Reconciliations Accounting General Ledger Invoicing 52

CSC Advisors

FEBRUARY 20, 2025

Financial History and Documentation Lenders prioritize applicants with reliable financial records. Highlighting a growth strategy ensures lenders that their investment will yield tangible outcomes. Collateral and Down Payment Lenders often require collateral to protect their investment and ensure applicants have a stake in the outcome.

Startups 52

Startups Prioritization Securities Planning 52

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. AI and ML Investments Expected to Grow, Supporting Security and Fraud Prevention. The findings explore what this under-examined vertical prioritizes. NBFIs are a unique grouping of organizations with a unique set of pain points and goals.

Prioritization 52

Prioritization Compliance Securities Banking 52

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?

Communication 130

Communication Prioritization Leverage Leadership 130

Global Finance

FEBRUARY 4, 2025

By utilizing a SaaS application, they can achieve a consistent long-term cost structure, reduce IT overhead, and leverage collective advances in compliance and core IT development. CGI has committed to invest over $1 billion in AI services and solutions over the next three years, which will have a broad impact on CGI Trade360s capabilities.

Finance 52

Finance Compliance Prioritization Leverage 52

The Finance Weekly

NOVEMBER 25, 2024

Smaller organizations are particularly keen on leveraging AI to overcome challenges. Seventy percent of CFOs plan to invest in generative AI for their departments in 2025, with adoption rates even higher in larger companies rising to 91% among companies with over 1,000 employees. The Numbers Speak Volumes And the trend is only growing.

Finance 52

Finance Financial Planning and Analysis (FP&A) CFO Leverage 52

The Finance Weekly

DECEMBER 22, 2022

As the outlook for the 2023 economy becomes more uncertain, finance professionals are looking to invest in technology that increases organizational efficiency and contributes to strategic decision-making. But that’s not the only thing that’s driving tech investment for CFOs in 2023. Maximizing ROI with Targeted Solutions.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

Global Finance

AUGUST 13, 2024

As global investors increasingly prioritize sustainability and ethics, Islamic banking’s alignment with these values positions it as a key player in the burgeoning sustainable finance movement. All Islamic finance investments, acquisitions, and transactions must reflect Islamic values.

Finance 116

Finance Prioritization Banking Economics 116

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 75

Concentration Prioritization Auditing Compliance 75

PYMNTS

JULY 23, 2020

When implemented thoughtfully, loyalty can provide direct, measurable return on investment (ROI) with little additional effort.”. The most successful omnichannel programs are prioritizing mobile apps, naturally, which are powerful handheld tools for engaging customers, building awareness and driving volume. Restaurants Readying.

Leverage 56

Leverage Prioritization Sales Investments 56

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field.

B2B 87

B2B Prioritization Compliance Budgeting 87

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. The Critical Role of Cybersecurity Recent cyber threats have underscored the significance of cybersecurity in private equity investments.

Investments 59

Investments Compliance Securities Benchmarking 59

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. A demanding customer base Capturing the attention and loyalty of Millennials and Gen Z is no easy feat.

Compliance 52

Compliance Communication Technology Investments 52

CFO Plans

FEBRUARY 17, 2025

Prioritizing the Management of Business Growth Establish a robust growth management framework. Exploring Growth Management Solutions Leverage technology and financial tools to automate processes and streamline operations. Before you leap, assess whether you have the necessary infrastructure and financial support to handle the growth.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

PYMNTS

SEPTEMBER 18, 2020

Digital sellers leverage the online marketplace in what is anything but a passing phenomenon, with 65 percent of surveyed companies using it as a digital storefront to complement their online sales. In the meantime, Visa Direct’s network effect has the capability to touch billions of bank accounts as well as debit cards globally.

Sales 141

Sales Prioritization eCommerce Invoicing 141

E78 Partners

MAY 8, 2024

Organizations of different scales that have invested in ServiceNow want to use their ITSM platform to handle TEM and increase operational effectiveness. Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently.

Leverage 52

Leverage Compliance Auditing Invoicing 52

E78 Partners

FEBRUARY 3, 2025

Understanding Consumer Private Equity Consumer private equity refers to investment activities to acquire and manage companies that cater directly to end consumers. These firms invest in businesses across sectors like retail, food and beverage, health and wellness, and e-commerce.

Marketing 52

Marketing Prioritization Investments Leverage 52

CFO Thought Leader

JANUARY 9, 2024

Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. How do you prioritize them? It’s not a revenue-generating center like sales or marketing. Legal teams get tons of requests all day long.

Leverage 52

Leverage CFO Prioritization Leadership 52

PYMNTS

NOVEMBER 3, 2016

Each of these is already making a difference for merchants, and we expect to enjoy the full benefits of these investments over the next several years,” he added. We continued to expand revenue at an exceptional pace and once again delivered operating leverage.

eCommerce 75

eCommerce Sales Prioritization CFO 75

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. 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.

Prioritization 130

Prioritization Auditing Education Communication 130

The Charity CFO

FEBRUARY 12, 2025

On this episode of A Modern Nonprofit Podcast, host Tosha Anderson welcomed Sheri Chaney Jones , CEO and Founder of SureImpact , to discuss how nonprofits can leverage data to better engage donors and stakeholders. The Shift Towards Impact Investing Sheri highlighted a significant shift in the nonprofit world over the past two decades.

Nonprofit 52

Nonprofit Leadership Communication Prioritization 52

Bramasol

OCTOBER 2, 2024

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. Leveraging Regulatory Compliance - by drawing investment from funds and individuals who prioritize ESG values and by avoiding fines and sanctions.

SAP 82

SAP Prioritization Education Compliance 82

CFO Talks

OCTOBER 31, 2024

Rowen’s career in finance and leadership has positioned him as an influential figure, serving in executive roles across various sectors, including transportation, investment, and industrial management. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing.

CFO 97

CFO Leadership Communication Problem Solving 97

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.” CFO Kimberly J.

Prioritization 41

Prioritization B2B CFO Leverage 41

Fpanda Club

FEBRUARY 15, 2021

This requires not only developing statistical and analytical skills to process data and generate insights but also the ability to speak “technical” language, understand and leverage opportunities created by new technologies and mitigate risks.

Finance 130

Finance CFO Prioritization Budgeting 130

Global Finance

JUNE 14, 2024

Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products. But, what does an AI-first financial institution look like?

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

DECEMBER 14, 2020

“The organizations that are doing it better are starting to provide more of a filtering mechanism to expose information in a way that’s most relevant to the individual, and then leveraging better media to make it that much more impactful.”. What’s the goal you’re trying to achieve with that audience? And then how do you reach that audience?

Banking 116

Banking Communication Leverage Prioritization 116