CFO News Room

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 130

Leverage Planning Concentration Tax Planning 130

Nerd's Eye View

OCTOBER 29, 2024

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

Leverage 97

Leverage Planning Compliance Startups 97

Global Finance

DECEMBER 26, 2024

This move underscores Nippon Lifes ambition to bolster its global presence amid a shrinking domestic market due to Japans aging population and low-interest-rate environment. million policies, it provides Nippon Life with a platform to penetrate the US, the worlds largest life insurance market.

Leverage 111

Leverage Finance Investments Marketing 111

Barry Ritholtz

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. He created the first Bull Market, and optimism spread across the Exchange. ” And it was so.

Marketing 92

Marketing Leverage Startups Investments 92

E78 Partners

JANUARY 22, 2025

For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. How Market Volatility Impacts Financial Operations: Understanding the Risks Financial operations have shifted dramatically over recent years. Helping teams stay ahead of regulatory changes. Ready to get started?

Accounting 52

Accounting Marketing Compliance Communication 52

Bramasol

NOVEMBER 11, 2024

Key Drivers for Shifting to Cloud ERP Agility and Flexibility: Businesses are seeking ERP solutions that can quickly adapt to changing market conditions. Cloud ERPs offer modular architectures, allowing companies to scale their operations and add functionalities as needed without significant upfront investments.

SAP 92

SAP Compliance Leverage Invoicing 92

Global Finance

NOVEMBER 1, 2024

It has played pivotal roles, serving as co-chair of the Transition Finance Taskforce of the Green Investment Principle (GIP) for the Belt and Road initiative, vice-chair of the China Council of the Sustainable Markets Initiative (SMI). Leadership in the Green Bond Market In the first half of 2024, BOC underwrote 98.37

Finance 98

Finance Banking Risk Management Construction 98

Global Finance

JULY 26, 2024

Details of the deal were undisclosed, though it represents the first major step into Japan’s wholesale energy market by the Miami-based firm. Established in 2021, Energy Grid is a provider of risk management solutions to Japanese businesses, helping them navigate price volatility in the energy sector, in particle the electricity market.

Marketing 98

Marketing Risk Management Finance Leverage 98

Future CFO

JANUARY 22, 2025

This shift from traditional finance transformation towards a growth-centric mindset underscores CFOs' need to leverage technology strategically. This capability allows organisations to respond swiftly to market changes, ensuring they remain relevant in an increasingly disruptive and competitive landscape.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Nerd's Eye View

DECEMBER 24, 2024

Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus.

Communication 98

Communication Leverage Marketing Accounting 98

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 98

Leverage Education Planning Communication 98

Navigator SAP

NOVEMBER 10, 2023

That’s why the FDA mandates clinical trials for all cell and gene therapy innovations before they can go to market. By leveraging an enterprise resource planning solution (ERP), however, cell and gene therapy companies can greatly simplify the process. They also can be complex to manage properly.

Leverage 221

Leverage Planning Marketing 221

Future CFO

DECEMBER 29, 2024

However, the increasing complexity of global markets and the pace of technological change have redefined this role. She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives.

Finance 98

Finance Compliance Data Analysis Leadership 98

Nerd's Eye View

JANUARY 30, 2024

return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.

Leverage 98

Leverage Compliance Investments Marketing 98

CFO Thought Leader

JANUARY 14, 2025

Inside The Mentoring Round, CFO Hetu Patel explains how Thrive Market leverages AI for a competitive edge. 1062: Scaling with Purpose and Profit | Hetu Patel, CFO, Thrive Market The post Strategic AI Adoption in Finance: CFO Hetu Patel at Thrive Market appeared first on CFO THOUGHT LEADER.

CFO 40

CFO Marketing Finance Leverage 40

Nerd's Eye View

JANUARY 23, 2025

Which, in turn, poses the question – where can AI be most effectively used as a way for advisors to leverage their time and creativity? To use them effectively, it can be helpful to assign ChatGPT a role (e.g., “You are my executive producer” or “You are a marketing director”) and define a clear objective.

Communication 97

Communication Leverage Marketing Planning 97

CFO Thought Leader

FEBRUARY 26, 2025

His career illustrates how finance leaders can drive strategy by immersing themselves in operations, leveraging data insights, and aligning financial decisions with long-term business value. We operate in a highly competitive market alongside companies like Cisco, HPE, and Juniper Networks.

CFO 110

CFO Leadership Prioritization Finance 110

CFO Talks

NOVEMBER 25, 2024

For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations. A colleague hints at leveraging this information to trade shares. Businesses built on ethical foundations are more resilient, attract better talent, and enjoy stronger reputations in the market.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Nerd's Eye View

NOVEMBER 18, 2024

For example, while some speakers discussed how AI leverages data at scale, others, like Sindhu Joseph of CogniCor, highlighted how the platform identified life events and changes (such as the birth of a child) to prompt timely, personalized advisor outreach.

Leadership 98

Leadership Construction Leverage Technology 98

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Marketing 98

Marketing Advertising Compliance Leverage 98

Bramasol

JANUARY 28, 2025

SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.

SAP 69

SAP Data Analysis Leverage Manufacturing 69

CFO Talks

NOVEMBER 20, 2024

The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.

IFRS 98

IFRS GAAP Currencies CFO 98

E78 Partners

FEBRUARY 3, 2025

Consumer-focused private equity plays a pivotal role in shaping market trends and influencing the dynamics of the modern economy. E78 explores the significant contributions of consumer private equity to market trends, examines its broader impact, and addresses critical questions, including whether private equity is good for consumers.

Marketing 52

Marketing Prioritization Investments Leverage 52

Fpanda Club

JANUARY 23, 2025

Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective. New markets entry, new product launches Expanding into new markets involves significant financial risks and opportunities.

Financial Planning and Analysis (FP&A) 130

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

Nerd's Eye View

APRIL 15, 2024

But with limited resources to invest in elaborate marketing campaigns, how can newer advisors leverage a multi-tactic approach to attract new clients and grow their firms? This approach allows advisors to get their name and brand spread across more areas, increasing the breadth of their marketing with just 1 piece of content.

Marketing 96

Marketing Leverage Investments Planning 96

Future CFO

FEBRUARY 14, 2025

In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation. For example, if you ask a free AI model like ChatGPT about yesterdays market trends, it may only provide information based on its last training update."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Lease Effect 2. Dividend yield & payout 3.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

CFO Plans

OCTOBER 29, 2024

Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. This approach aligns with small business cash strategies , ensuring companies have the flexibility to adapt to market changes and capitalize on growth prospects.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Nerd's Eye View

MARCH 17, 2025

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. In the long run, it seems clear that AI Meeting Notes tools are here to stay.

Leverage 58

Leverage Technology Planning Compliance 58

Global Finance

DECEMBER 26, 2024

Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. Now, were at another pivotal point, transitioning fully from a Yellow Pages marketing business to a software company. I became the computer auditor in our office simply because I learned how to use the Apple computer we were given.

CFO 98

CFO Restructuring Math Finance 98

Global Finance

JANUARY 31, 2025

By entering the French market, the bank seeks to foster cross-border trade between Africa and Europe, leveraging technology to facilitate seamless financial transactions. France, home to a large African diaspora and a key trading partner for African nations, offers a strategic gateway for Vista Bank to expand its services.

Banking 71

Banking Financial Systems Economics Leverage 71

Future CFO

MARCH 10, 2025

Organisations that effectively harness these innovations expect to see marked efficiency improvements, facilitate more rapid adherence to evolving compliance regulations , and remain competitive in a fast-evolving market. This shift allows CFOs to focus on higher-value activities contributing to strategic decision-making.

Finance 52

Finance Invoicing Compliance Leverage 52

Global Finance

MARCH 17, 2025

Islam Zekry (IZ): CIBs strategy is centered on expanding our footprint in East Africa by leveraging our expertise in corporate, SME and retail banking. Using Kenya as a regional hub, we will extend our reach into other key African markets that have strong trade ties with Egypt. GF: Which markets and sectors are the priority for growth?

Economics 52

Economics Finance Leverage Banking 52

CFO Plans

DECEMBER 2, 2024

By scrutinizing financial statements and operational data, you gain insights into cost structures, pricing strategies, and market positioning. Data-Driven Growth Strategies for Hotels For hotels, growth strategies must be data-driven and aligned with market trends.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52