Future CFO

FEBRUARY 7, 2024

Delving into the key trends shaping the treasury landscape in 2024, the focus is on themes such as staffing challenges, macroeconomic risks, technology adoption, and strategic financial management. Staffing challenges and technology adoption Staffing emerges as a central theme for corporate treasurers.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

Global Finance

JUNE 11, 2024

Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient. Overall, there is enormous potential with technology and how creatively we deploy efforts in a targeted manner. Has the investment ratio between keeping the lights on and innovation changed?

Technology 109

Technology Treasury Prioritization Strategic Planning 109

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 95

Leverage Planning Numbers Investments 95

VCFO

NOVEMBER 27, 2023

Frequently referred to as leverage, debt has the potential to fuel growth, drive strategic initiatives, and propel businesses to new heights. Misconception: Debt is Only for Troubled Businesses Reality: Successful, thriving businesses strategically use debt to accelerate growth, invest in innovation, and gain a competitive edge.

Leverage 86

Leverage Manufacturing Investments Securities 86

PYMNTS

NOVEMBER 12, 2020

Safety-minded consumers the world over can now be seen tapping contactless cards, scanning QR codes or utilizing voice ordering technologies to make purchases without potentially putting themselves or others at risk of contracting the virus. Eighty-two percent of contactless users view the technology as cleaner than other options.

Investments 120

Investments Technology Leverage Banking 120

Centage

NOVEMBER 16, 2022

As a result, owners can see what the company owes and owns in assets and investments at a given point in time. This report should provide information on operations and investments that rely on cash. The post The Key to Modern Financial Reporting: Leveraging Data to Withstand Volatility appeared first on Centage.

Financial Reporting 98

Financial Reporting Financial Planning and Analysis (FP&A) Leverage Forecasting 98

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . Mambu was one of the first companies to leverage the opportunity to move banking software into the cloud,” said TCV General Partner John Doran , who is joining the Mambu board, in the press release. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Banking 102

The Charity CFO

AUGUST 22, 2024

Auxilia is a technology platform created to help community driven nonprofit organizations with donor outreach, engagement, and retention. Paul and Tosha collaborate on a discussion about nonprofits investing in technology. Tune in as Paul and Tosha breakdown some whys behind technology investment in nonprofits.

Nonprofit 52

Nonprofit Technology Investments CFO 52

Future CFO

SEPTEMBER 2, 2024

The analyst further suggests that application leaders must understand the technologies and frameworks that underpin a composable approach to set the scene for AI-enabled wins. Wahi argues that in the age of agile technology where AI is embedded in solutions, CFOs no longer need to worry about massive overhauls to adopt AI-driven solutions.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

Centage

MARCH 7, 2023

Read on to learn more about how investing in the right technology now can protect your business and set a path for success in the uncertain times ahead. With that in mind, it’s no surprise that technology adoption rates are still impressively high. 3: What’s the technology stack?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

Global Finance

DECEMBER 27, 2024

New technologies promise vast increases in growth and efficiency. Disruptive technologies are not only reshaping the business landscape, but forcing CFOs to rapidly evolve their strategies and embrace innovation. They need to understand what capabilities and return-on-investment will be delivered. CAGR to 2034.

Technology 108

Technology Finance Leverage Investments 108

Future CFO

DECEMBER 29, 2024

Financial transformation has emerged as a critical imperative for organisations in 2024, driven by the need to adapt to rapidly changing economic conditions, technological advancements, and evolving business landscapes. However, the increasing complexity of global markets and the pace of technological change have redefined this role.

Finance 98

Finance Compliance Data Analysis Leadership 98

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

IFRS 88

IFRS Technology SAP Compliance 88

Nerd's Eye View

SEPTEMBER 12, 2023

What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporting software that most advisory firms have to purchase separately… as Jason found while he was building his own TAMP a decade ago, the limitations of current RIA custodians made (..)

Investments 85

Investments Leverage Economics Technology 85

Global Finance

DECEMBER 9, 2024

The worlds biggest exporter of liquified natural gas leverages innovation to pursue diversified growth. The authorities have created blueprints and made strategic investments that aim to develop new industries, attract foreign investment and create a business-friendly environment beyond the gas sector.

Technology 52

Technology Startups Economics Leverage 52

Global Finance

JUNE 6, 2024

Africa And Middle East MNT-Halan MNT-Halan developed innovative technology that provides a digital solution for unbanked populations. Users can receive salaries through the app, transfer funds to other accounts, make investments and purchase items. This solution compiles relevant information currently in a bank origination system.

Technology 57

Technology Invoicing Finance Compliance 57

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). Brett Knowles: Identifies a “crawl, walk, run” approach to technology adoption and its impact on FP&A as a strategic partner.

Technology 52

Technology CFO Leverage Finance 52

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 52

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Planning 87

Planning Technology Investments Leverage 87

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

CFO News Room

FEBRUARY 6, 2022

While the sizeable increase in infra spend and sectoral initiatives in Union Budget augur well, there is need for policy reforms that help create a robust private investment ecosystem. Digital technology, including GIS, will form the backbone of Gati Shakti.

Budgeting 130

Budgeting Leverage Transportation Investments 130

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. CFOs should leverage sustainability-linked loans tied to Key Performance Indicators (KPIs) to secure favourable financing terms.

Banking 98

Banking Risk Management Leverage Compliance 98

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. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Jedox Finance

APRIL 16, 2020

We are pleased to welcome Mr. Dean Boyer as a guest to the Jedox Blog for our series on “Managing Uncertainty” Mr. Boyer is a Director of Technology Services at Marks Paneth LLP, a premier accounting firm based in the United States. Budget available resources and investments. Forecast realistic outcomes.

Economics 125

Economics Forecasting Budgeting CFO 125

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. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

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. This might involve renegotiating contracts with service providers, consolidating services, implementing usage policies, or adopting new technologies for cost efficiency.

Leverage 52

Leverage Compliance Auditing Invoicing 52

Bramasol

NOVEMBER 11, 2024

Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information.

SAP 92

SAP Compliance Leverage Invoicing 92

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. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

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. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Future CFO

JULY 9, 2023

There is this interest to see the technology when it has matured," he started out. He concedes that "there are others who are excited over the technology and are willing to invest with the expectation of seeing some outcome in the next few months." What is your advice for CFOs to best leverage AI for the finance team?

Finance 98

Finance Leverage CFO Technology 98

Global Finance

OCTOBER 17, 2024

Asia is characterised by urbanisation and a high adoption rate of technology. DBS partnered with the Indonesian Investment Authority (INA 6 ) to support the development of Indonesia’s infrastructure sector, including the provision of financial advice, investment banking expertise and advisory services. billion by 2030 1.

Leverage 104

Leverage Banking Finance Economics 104

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Also in industry news this week: Why many clients of robo-advisors are seeking out human advisors in the current market climate. Enjoy the ‘light’ reading!

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

JULY 14, 2020

Given these trends, there is a strong case to be made for our customers to increase investment in product development in order to continue offering innovative products that are successful despite the recent upheaval. Similarly, many restaurants and stores offer curbside or parking lot delivery by leveraging technology.

eCommerce 135

eCommerce Sales Investments Leverage 135

Future CFO

JULY 17, 2023

Global corporate treasury leaders can serve as particularly essential strategic advisers right now— if they can harness the right data, analysis, and technology strategy to navigate choppy market conditions. Treasurers should leverage cash forecasts to achieve better cash conversion. 2) Utilise advanced liquidity management techniques.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

CFO News Room

NOVEMBER 15, 2022

Many stores, which came to rely on software-connected systems during the Covid-19 pandemic, are now leveraging these capabilities to eke out efficiencies that can help keep prices down amid stubbornly high inflation and rising interest rates, industry analysts said. Over the same period, investment dollars in IoT startups fell 57.2%

Startups 100

Startups Retail Economics Technology 100

CFO Thought Leader

NOVEMBER 4, 2024

They entered a complex space, providing technology-enabled pharmacy services for long-term care facilities (LTCFs) across the U.S., In support services, we’ll continue to lay a solid foundation by investing in business acumen, IT acumen, human capital management, and sales expertise to better support our local partners in the field.

Leverage 52

Leverage CFO Healthcare Leadership 52