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

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. While financial performance is critical, we also prioritize community development, environmental stewardship, and local economic support.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

FEBRUARY 17, 2025

Prioritize Risks Effectively Using a simple four-box model that categorizes risks based on likelihood and impact, businesses can focus on high-priority risks that need immediate attention. While they may have focused on financial risks like store leases and operational costs, they ignored the risk of missing a market shift.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

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

CFO Talks

NOVEMBER 21, 2024

My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization. CFOs are often tasked with navigating financial risks, whether due to market fluctuations or operational challenges.

CFO 98

CFO Leadership Problem Solving Communication 98

E78 Partners

JANUARY 28, 2025

Every year seems to bring a unique blend of challenges for the M&A market, and 2024 was no different. Prioritize Critical Workstreams: focus pre-close planning activities, such as cultural alignment, change management preparation, and technology integration planning. Prioritize areas where possible via the integration process.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 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

E78 Partners

NOVEMBER 15, 2024

Optimizing operational processes in today’s competitive market can significantly impact profitability and long-term growth. 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

PYMNTS

NOVEMBER 11, 2016

That’s why marketers will be leveraging mobile in their holiday shopping strategies this year, with new and creative strategies that focus more on omnichannel solutions and less on generic mobile coupons. About the same number plan on prioritizing social media apps such as Instagram and Snapchat.

Marketing 75

Marketing Leverage Prioritization Retail 75

CFO Thought Leader

DECEMBER 10, 2024

During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. ” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability.

CFO 52

CFO Leadership Prioritization Auditing 52

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

E78 Partners

MARCH 21, 2025

By leveraging a structured post-merger integration plan, organizations can accelerate value realization, maintain stability, and build a strong foundation for long-term success. Sales and Marketing: Aligns branding, customer communication, and positioning. Prioritize integration areas based on synergy potential and risk.

Leadership 52

Leadership Communication Prioritization Compliance 52

Global Finance

FEBRUARY 4, 2025

Global Finance: Banks are scrambling to stay ahead of the evolving global trade finance market and meet expanding client needs. 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.

Finance 52

Finance Compliance Prioritization Leverage 52

Strategic Treasurer

MAY 12, 2022

Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. The results are clear, AI and Machine Learning are critical growth areas for companies who are prioritizing security and fraud prevention,” said Steve Bullock, Vice President of Financial Services & Insurance at Kyriba. Media Contacts.

Prioritization 52

Prioritization Compliance Securities Banking 52

The Charity CFO

FEBRUARY 20, 2025

Fundraising Costs : Budget for donor engagement, events, campaigns, and marketing to sustain and grow your funding. Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Leverage Your Board : The reason your board exists is strategic oversight and supporting your team in these matters.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

CSC Advisors

APRIL 10, 2025

Financial Stability and Revenue Patterns Beyond credit, lenders prioritize cash flow and revenue consistency. Choose assets you can afford to leverage without jeopardizing long-term operations. Businesses with established credit lines or vendor accounts often appear more reliable. How can I secure a loan using collateral?

Forecasting 52

Forecasting Prioritization Planning Securities 52

Global Finance

JUNE 11, 2024

Schwartz : Some pitfalls that can hinder innovation include not having strategic alignment with key stakeholders, unclear or unvalidated benefits to the customer, lack of prioritization, and lack of long-term commitment to the program and resources needed. The most important thing is to relentlessly and continuously prioritize.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Nerd's Eye View

JANUARY 16, 2024

We also talk about Thomas' growth in leads led him to create an increasingly stringent filtering process to ensure he only spends time with the most qualified prospects, and minimize discovery calls that would otherwise turn out to be a bad fit, how Thomas' planning process builds up to what can be a 20 to 40 itemized list of recommendations but uses (..)

Prioritization 98

Prioritization Marketing Planning Education 98

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

CFO Plans

FEBRUARY 17, 2025

Prioritizing the Management of Business Growth Establish a robust growth management framework. These financial stability tips can help free up cash, ensuring your business remains agile and responsive to market changes. Understand the common pitfalls of scaling a business, such as underestimating costs or overestimating market demand.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Auditing Budgeting 52

The Finance Weekly

DECEMBER 24, 2024

SaaS companies often experience lower direct costs but need to manage high expenses for marketing, product development, and customer support. Prioritize retaining existing ones by improving customer support and engagement strategies. Leverage Bulk Discounts Scaling up? Net Profit Margin 5-10% is good for scaling businesses.

Benchmarking 52

Benchmarking Healthcare Manufacturing Prioritization 52

CSC Advisors

FEBRUARY 20, 2025

Financial History and Documentation Lenders prioritize applicants with reliable financial records. Including details about your market analysis, competition, and long-term goals provides added credibility. Our expertise aligns with SBA loan requirements, which prioritize businesses with a track record of success.

Startups 52

Startups Prioritization Securities Planning 52

Global Finance

AUGUST 13, 2024

It has successfully gained market share in Europe, Asia, Africa, and North America, where a diverse clientele is drawn to the Sharia-compliant principles of risk-sharing and social responsibility. Islamic banking has also proven resilience in turbulent economic times.

Finance 116

Finance Prioritization Banking Economics 116

CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. 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 a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

Global Finance

APRIL 5, 2025

The transaction supports Iberdrolas focus on electricity grids as the continent increasingly prioritizes grid resilience and modernization. The Swiss giants underlying transaction-based income is up by double digits with strong revenue growth in global banking and global markets. billion (about $2.7

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

E78 Partners

MAY 8, 2024

Incident Management: ServiceNow ITSM includes robust incident management capabilities for logging, categorizing, prioritizing, and resolving IT issues and service disruptions efficiently. There are affordable alternatives with a proven ROI for TEM in the market. Here are some key components and features of ITSM within ServiceNow: 1.

Leverage 52

Leverage Compliance Auditing Invoicing 52

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. AI offers capabilities to assess credit, market, and operational risks.

Leverage 93

Leverage Risk Management Concentration Compliance 93

PYMNTS

OCTOBER 28, 2020

Digital payments are growing ever more widespread, with the global digital payments market increasing by more than 50 percent in the past three years to hit $4.7 Leveraging Cloud Computing And Automation To Accelerate Digital Payments. trillion in 2020. trillion in transaction value by 2023.

B2B 87

B2B Prioritization Compliance Budgeting 87

PYMNTS

JUNE 21, 2016

The publication held its 2016 CFO Network conference last week, during which executives were placed into five groups to discuss current market trends and their priorities under those developments. “The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business.

Prioritization 41

Prioritization B2B CFO Leverage 41

Global Finance

FEBRUARY 12, 2025

Without a tech-enabled approach, firms risk losing relevance and market share as these emerging generations assume greater financial power. Real-time access to financial data, performance metrics, and market insights not only improves transparency but also empowers clients to make informed decisions.

Compliance 52

Compliance Communication Technology Investments 52

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

Nerd's Eye View

SEPTEMBER 23, 2024

Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

Prioritization 98

Prioritization Auditing Planning Leverage 98

PYMNTS

NOVEMBER 26, 2019

PYMNTS’ Credit Union Innovation Index found that CU members may not prioritize the latest technologies as much as bank and FinTech customers do, but they still value easy-to-use mobile apps and online capabilities. SAFE has been delivering on-demand experiences since 2016, when it launched a targeted marketing function on its mobile app.

Marketing 52

Marketing Leverage Prioritization Advertising 52

E78 Partners

NOVEMBER 16, 2023

The impact of artificial intelligence (AI) on private equity firms and middle-market companies is multifaceted and gaining momentum. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. How CFOs can leverage AI 1.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Talks

NOVEMBER 11, 2024

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. I found great satisfaction in deciphering financial statements and understanding market trends. Once I have a clear picture, I prioritize the challenges based on their impact and urgency.

CFO 52

CFO Leadership Problem Solving Communication 52

Fpanda Club

FEBRUARY 15, 2021

Traditional business models do not work well anymore: to survive enterprises need to be able to make quick and, at the same time, informed decisions and rapidly adapt to changing market conditions by launching new strategic initiatives, assessing their results and reallocating resources to the most promising ones.

Finance 130

Finance CFO Prioritization Budgeting 130