Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Securities 98

Securities Planning Leverage 98

The Charity CFO

APRIL 11, 2025

When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit 94

Nonprofit Budgeting Prioritization CFO 94

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

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). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

Navigator SAP

MARCH 11, 2022

Enterprise resource planning (ERP) solutions have been around for decades, so you likely have a sense of what they can do. Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? Why change what isn’t broken?

Communication 246

Communication Leverage Forecasting Manufacturing 246

Navigator SAP

JULY 15, 2022

Enterprise resource planning (ERP) solutions are crucial for enabling the digital backbone of modern business. And securing these endpoint devices is a must. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. IoT support.

Budgeting 228

Budgeting Leadership Communication Leverage 228

PYMNTS

DECEMBER 6, 2020

MonetaGo , which specializes in blockchain technologies, and GUUD Company , which focuses on making international trade smooth, have teamed up on international financial transaction security, MonetaGo announced in a press release. Both companies are based in Singapore. Going paperless has to happen.”.

Securities 82

Securities B2B Leadership Finance 82

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.

Economics 52

Economics CFO Risk Management Leverage 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

CSC Advisors

APRIL 10, 2025

Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. By securing the loan with assets, you reassure lenders that they’ll recover part of their funds even in a worst-case scenario. Choose assets you can afford to leverage without jeopardizing long-term operations.

Forecasting 52

Forecasting Prioritization Planning Securities 52

Nerd's Eye View

SEPTEMBER 6, 2022

We also talk about how, after listening to industry podcasts on his commute while working in the traditional corporate finance world, Andy’s eyes were opened to the possibilities of financial planning which led him to pursuing his CFP marks (along with some other designations) before he ever quit his old job to launch his new firm (to ensure (..)

Leverage 98

Leverage Tax Planning Corporate Finance Planning 98

CFO Plans

NOVEMBER 18, 2024

Learn More About Building Trust with Investors Leveraging Transparent Financial Management as a Strategic Edge Transparent financial management extends beyond fulfilling regulatory obligations; it acts as a strategic advantage. Leverage Technology: Utilize digital tools for real-time data sharing and interaction.

Communication 52

Communication Finance CFO Prioritization 52

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Download the Workforce Planning Toolkit.

Financial Planning and Analysis (FP&A) 98

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

Bramasol

JANUARY 28, 2025

This integration allows users to interact with SAP applications within a secure, closed software environment. 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.

SAP 70

SAP Data Analysis Leverage Manufacturing 70

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Future CFO

DECEMBER 2, 2024

This study, which was based on six roundtable discussions across nine jurisdictions, introduces a 10-point plan designed to empower public sector organisations to align budgets with outcomes, optimise their delivery models and embrace technology and innovation. Instead, they should leverage budgets as strategic tools for decision-making.

Finance 52

Finance Budgeting Leverage Technology 52

E78 Partners

DECEMBER 20, 2024

Track and Analyze Cloud Usage Leverage advanced cloud resource management tools to monitor usage patterns, detect inefficiencies, and identify underutilized resources. Key Strategies for Optimizing Cloud Spend To master cloud cost management, C-level leaders must move beyond basic expense tracking.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

Future CFO

SEPTEMBER 2, 2024

However, challenges such as data security concerns, the need for specialised AI talent, and cultural adaptation to AI-driven decision-making processes may require careful navigation. These tools enable finance teams to simulate various scenarios, assess potential impacts, and develop contingency plans.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Global Finance

DECEMBER 6, 2024

Additionally, there is a growing focus on sectors and themes that can benefit from geopolitical trends, such as global security and infrastructure development. We advise our clients to adopt a proactive approach by implementing robust security measures and staying informed about potential threats.

Banking 52

Banking Communication Strategic Planning Leverage 52

Future CFO

APRIL 7, 2025

Chief financial officers, with their role continuously evolving , are expected to champion sustainability initiatives, integrating ESG factors into their financial planning and reporting processes. A key priority is aligning investment decisions with long-term cost efficiencies.

Compliance 52

Compliance Leverage Finance Risk Management 52

Global Finance

APRIL 4, 2025

Global Finance: In fall 2023, the government of Kuwait released its Master Plan 2040, focused on modernizing company law, economic openness, and encouraging non-oil development. Our investments in advanced digital banking solutions, automation, and cutting-edge analytics equip us to offer seamless, secure, and scalable financial services.

Economics 52

Economics Prioritization Leverage Finance 52

CFO Plans

JANUARY 20, 2025

Get expert guidance from CFO Plans today to ensure you’re compliant and maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. However, you dont have to face it alone.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO Thought Leader

APRIL 9, 2025

Theres an increasing amount of nefarious activity happening within lateral movement, and having the right tools is essential for monitoring and securing those internal data packets. CFOTL: From your early assessment, what challenges and opportunities do you see in Gigamons financial structureand how do you plan to address or leverage them?

CFO 59

CFO Finance Auditing Forecasting 59

PYMNTS

DECEMBER 29, 2020

The December Next-Gen Debit Tracker® examines how card issuers are working to sharpen their fraud-fighting tools and leverage innovative, machine learning (ML)-based strategies and technologies to keep shoppers safe. Getting security right also means balancing customers’ security and privacy concerns. About The Tracker.

Banking 121

Banking Leverage Securities Economics 121

PYMNTS

JUNE 29, 2020

We are excited to partner with Shift and its world-class management team as it leverages its technology platform to disrupt the $840+ billion used car market,” said Daniel Cohen, chairman of the board of directors of Insurance Acquisition Corp. Securing that capital is even more complicated than the IAC merger.

Planning 98

Planning Sales Leverage Marketing 98

Barry Ritholtz

DECEMBER 30, 2024

Remember, leverage works both ways. The cost price of a security is a matter of historical insignificance, of interest only to the IRS. Stick to your plan. Most investors underestimate the stress of a high-risk portfolio on the way down. Dont put all your eggs in one basket. Asset allocation determines the rate of return.

Investments 59

Investments Performance Measuring Leverage Securities 59

CFO Plans

FEBRUARY 17, 2025

Ready to secure your financial future? Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability. Explore sustainable growth solutions with CFO Plans. Get advanced growth management tools at CFO Plans.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO Plans

APRIL 1, 2025

Explore How CFO Plans Can Support Your Compliance Strategy The Significance of Startup Risk Mitigation The road to expansion is riddled with potential hazards. By doing so, entrepreneurs can secure their footing in the market and continue their upward trajectory.

Compliance 52

Compliance Startups Risk Management CFO 52

E78 Partners

NOVEMBER 25, 2024

As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial transactions with ease and precision. Digital transformation enables the execution of intricate financial transactions instantly across countries and with improved security.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com. To start, SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

SEPTEMBER 17, 2020

SWIFT , a global provider of secure financial messaging services, announced Wednesday (Sept. SWIFT said the planned platform will leverage its reach across more than 11,000 institutions in 200 countries. We plan to use the data SWIFT GPI provides to route payments in the most effective, efficient way possible.”.

Compliance 139

Compliance Leverage Accounting Planning 139

The Charity CFO

JANUARY 22, 2025

Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. Leverage Available Resources In the information age, there are countless free resources available.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. GF : Is there any concern about moving to the cloud, from a security point of view?

CFO 52

CFO Finance Healthcare Investments 52

Future CFO

FEBRUARY 16, 2025

As Asian organisations pivot toward data-driven finance, CFOs must leverage advanced analytics, AI, and unified data strategies to secure competitive advantages while addressing regional challenges. Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning."

Finance 64

Finance Forecasting CFO Compliance 64

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. Balancing these demands requires careful planning and prioritization. One of the major initiatives was restructuring the company’s share capital.

Finance 98

Finance Profit and Loss CFO Leadership 98

CSC Advisors

FEBRUARY 20, 2025

Securing funding for a daycare or preschool can be complex, but understanding what lenders expect can significantly improve your chances of success. Business Plan and Growth Strategy A well-crafted business plan proves your dedication and foresight. These gaps make traditional loans an uphill battle for new businesses.

Startups 52

Startups Prioritization Securities Planning 52

The Finance Weekly

JUNE 17, 2024

Financial planning and analysis (FP&A) is important in automating all of the manual tasks in the finance department and giving everyone greater insights into the data. FP&A not only supports business and financial decision-making but also provides management with insights into the organization’s strategic plans and investments.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52