CFO Thought Leader

NOVEMBER 3, 2024

In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Without constraints, planning becomes unrealistic and wasteful.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Invest in Scalable Technology: Adopt technology solutions that can grow with the business. A written strategic plan will help guide you to your end goal, and we can help you.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

CFO Simplified

DECEMBER 10, 2021

And you may also want to expand the income statement budget into a balance sheet budget and a cash flow budget to determine what (if any) additional borrowings or equity infusions may be needed to achieve the overall plan. The post It’s the time of the year for strategic planning and budgeting appeared first on CFO Simplified.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

Global Finance

MARCH 21, 2025

Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning. And so the interesting question for boardrooms and the C-suite is where the opportunities may lie.

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Discover how to transform your financial reports into investment magnets by aligning them with investor expectations.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

CFO Thought Leader

JANUARY 5, 2025

Throughout, Brett Knowles shares insights into how CFOs can develop organizational trust, adopt strategic compensation models, and champion cross-functional collaboration to drive sustainable growth. If youre curious about how CFOs balance short-term needs with strategic planning, tune in to hear Johnsons perspective.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And the investments that we needed to make there would be profound. Technology was becoming increasingly essential, obviously, to reach fans, track sentiment, but also on field.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Boston Startup CFO

APRIL 12, 2024

We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.

Strategic Planning 40

Strategic Planning Planning Budgeting Prioritization 40

CFO Plans

NOVEMBER 4, 2024

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. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.

CFO 52

CFO Cost Management Leverage Planning 52

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Lets dive into some of the key areas where FP&A should be playing a more prominent role but often isnt.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies. By sharing insights and analyses, we demonstrate our commitment to informed decision-making and strategic planning.

Banking 52

Banking Communication Strategic Planning Leverage 52

Global Finance

JULY 2, 2024

Hussein Fakhreddine, CEO at Qatari investment bank QInvest, said, “The transaction marks a milestone under the Financial Strategic Plan, which is part of the Qatar National Vision 2030, allowing more sophisticated investment strategies and unlocking a significant liquidity pool.”

Marketing 110

Marketing Strategic Planning Securities Investments 110

PYMNTS

AUGUST 21, 2017

Sixty-nine percent of businesses don’t see any impact from the Brexit vote on their strategic planning. That’s despite large corporates voicing concerns in the run-up to the June 2016 vote that Brexit would lead to negative consequences for investments and labor across industries.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

E78 Partners

FEBRUARY 5, 2025

This phase is where the real work begins: ensuring that the investment delivers the expected returns and long-term value. This might involve shifting focus to higher-margin products or business units or investing in strategic growth initiatives. What Is the Post-Acquisition Process?

Leadership 52

Leadership Leverage Strategic Planning Investments 52

CFO Plans

DECEMBER 16, 2024

This involves regularly reviewing financial statements, setting measurable goals, and implementing strategic plans aligned with business objectives. Invest in Your Business’s Future Success with proactive financial strategies.

Accounting 52

Accounting CFO Leadership Prioritization 52

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Reporting and investment fund management can easily become overwhelming, complicated, and difficult to manage without the right tools at your disposal. Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Investment risk management.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

VCFO

OCTOBER 10, 2023

monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyond what the business will do in the short term to where you want it to be in five years, ten years, or a similar timeframe. While the Income Statement does provide a view of historical (e.g.,

Strategic Planning 80

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 80

The Finance Weekly

FEBRUARY 22, 2025

Key Features of Workday Adaptive Planning 1) Financial Planning Workday Adaptive Planning provides advanced financial tools to streamline forecasting, budgeting, and strategic planning. Scenario Planning - Utilize AI-powered "what-if" modeling to assess financial outcomes and optimize strategies.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 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

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

JANUARY 12, 2022

Businesses should always be solvent and have enough cash to pay outstanding bills, make investments when there is a surplus, and reduce expenses when it slips into the red. To stay on top of your income and expenses, you need a solid corporate financial plan. Think of the financial planning process as an investment in the future.

Planning 138

Planning Profit and Loss Sales Investments 138

CFO Plans

FEBRUARY 9, 2025

Imagine a vineyard investing in technology for seasonal demand forecasting. Financial Impact of Seasonal Slowdowns and Strategic Planning Seasonal slowdowns can hit a business’s bottom line hard, but with smart planning, their effects can be softened.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

Barry Ritholtz

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. He has more than 25 years of investment management experience. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.

Treasury 98

Treasury Forecasting Strategic Planning Investments 98

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

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. They are at the forefront of driving change, whether it is strategic planning for long-term business objectives, expansion plans or even execution of the innovation agenda.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Nerd's Eye View

OCTOBER 14, 2024

Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. Regardless of the reason, the responsibility of acquiring new clients frequently falls on firm owners, limiting scalability and complicating succession planning.

Strategic Planning 98

Strategic Planning Sales Planning Budgeting 98

Future CFO

FEBRUARY 3, 2025

Chan views her role as more than just financial management; she collaborates on strategic planning to ensure that SMU remains competitive in the educational sector. "My Chan emphasised the need for aspiring accountants to invest in their technical skills during the first 15 years of their careers.

Accounting 64

Accounting Education CFO Finance 64

Accountancy Today

JULY 28, 2023

It will provide significant growth capacity for the business as it continues to deliver on its ambitious strategic plans while also ensuring that the Senior Management Team’s contribution to delivering growth in the business is acknowledged through a material shareholding.”

Corporate Finance 98

Corporate Finance Finance Strategic Planning Planning 98

Future CFO

FEBRUARY 23, 2025

In addition, the CFO together with the finance team help shape the strategic direction of the organisation, and being part of this process is intellectually stimulating and rewarding, it challenges me to think critically and strategically, making the experience both dynamic and fulfilling. And lastly.

Banking 52

Banking CFO Strategic Planning Finance 52

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

CFO News

JULY 2, 2024

DTDC Express aims for high double-digit growth in FY25 with Rs 150 crore investments in infrastructure and technology. CFO Aneel Gambhir shared his strategic plans with ETCFO. He also called for government support to boost the logistics sector.

CFO 40

CFO Investments Strategic Planning Planning 40

CFO Simplified

MAY 15, 2022

Strategic planning. A business owner growing microgreens for local restaurants was proud of how he had grown his business and was planning on making an investment in additional equipment to grow more microgreens. A part-time CFO can give advice on things such as: The structure of your business financially.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

Finance 98

Finance Leadership Strategic Planning CFO 98