CFO News Room

DECEMBER 9, 2022

Leverage that self-awareness to make sure you’re not infecting your audience. Rather than prioritizing your own agenda, you put the agenda of the audience ahead of yours. So, I prioritized their need to get the most applicable information from my presentation over my desire to tell interesting stories. Is it growth? Opportunity?

Prioritization 130

Prioritization Leadership Education Leverage 130

PYMNTS

MARCH 23, 2020

H&M has said it would prioritize sending help to countries where the bloc said there was the largest need, but that it didn’t have to be bloc-exclusive. So far, Xara has donated 10,000 masks, with 300,000 more on the way.

Leverage 52

Leverage Prioritization Manufacturing 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. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners.

Leverage 52

Leverage Compliance Auditing Invoicing 52

CFO Thought Leader

JANUARY 9, 2024

How do you prioritize them? ” –Luigi Testa, CFO, LinkSquares LinkSquares | www.linksquares.com | Boston, MA The post 964: Leveraging AI to Achieve Durable Growth | Luigi Testa, CFO, LinkSquares appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. Legal teams get tons of requests all day long.

Leverage 52

Leverage CFO Prioritization Leadership 52

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Leverage 96

Leverage Prioritization Sales Education 96

PYMNTS

SEPTEMBER 18, 2020

Digital sellers leverage the online marketplace in what is anything but a passing phenomenon, with 65 percent of surveyed companies using it as a digital storefront to complement their online sales. In the meantime, Visa Direct’s network effect has the capability to touch billions of bank accounts as well as debit cards globally.

Sales 141

Sales Prioritization eCommerce Invoicing 141

Bramasol

NOVEMBER 11, 2024

Data-Driven Decision Making: The integration of advanced analytics and machine learning capabilities in cloud ERPs enables organizations to leverage their data more effectively, leading to better decision-making processes. Remote Access and Collaboration: The rise of remote work has highlighted the importance of having accessible systems.

SAP 92

SAP Compliance Leverage Invoicing 92

Bramasol

OCTOBER 2, 2024

Prioritizing education and skills development is necessary to remain resilient in a rapidly changing world and help bridge the digital divide in under-resourced communities. Leveraging Regulatory Compliance - by drawing investment from funds and individuals who prioritize ESG values and by avoiding fines and sanctions.

SAP 82

SAP Prioritization Education Compliance 82

CFO News Room

JANUARY 18, 2023

Here are the nine workplace predictions, based on Gartner research , that highlight the aspects of work that leaders must prioritize over the next 12 months. Leveraging alternate methods, such as alumni networks and gig workers, to bring in workers with specific skills for high-priority tasks when new headcount is not an option.

Prioritization 130

Prioritization Auditing Education Communication 130

PYMNTS

JUNE 23, 2020

Carriers like P&C shared service firm Tokio Marine North America Services (TMNAS) have sought to prioritize payment digitization when faced with the industry’s changing demands. Insurers could even begin leveraging online payment platforms such as Early Warning Services’ person-to-person (P2P) app Zelle. “We

Leverage 52

Leverage B2B Prioritization Securities 52

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

Nerd's Eye View

MARCH 18, 2024

Yet, many advisors might not prioritize networking with COIs or approaching them for client referrals and, as a result, may miss potential opportunities for valuable client referrals. Soft asstets are talent, interst, and skills that are not directly related to one's professional field.

Prioritization 96

Prioritization Leverage Planning Marketing 96

PYMNTS

NOVEMBER 27, 2020

Per the November Tracker , “Many banks, utility companies and government agencies have been leveraging two-factor authentication (2FA) for several years. Phone Call For You.

Securities 107

Securities Prioritization Numbers Accounting 107

PYMNTS

JUNE 21, 2016

“The growing FinTech market calls for CFOs to have a plan for how to best leverage these evolving technologies for their business. . “Every CFO should have a FinTech strategy,” the group stated as priority number three. Because if you’re not, your competitor is.”

Prioritization 41

Prioritization B2B CFO Leverage 41

Global Finance

AUGUST 13, 2024

As global investors increasingly prioritize sustainability and ethics, Islamic banking’s alignment with these values positions it as a key player in the burgeoning sustainable finance movement. Islamic banking has also proven resilience in turbulent economic times.

Finance 113

Finance Prioritization Banking Economics 113

CFO Talks

OCTOBER 22, 2024

But it’s not just about her personal success—Engela is passionate about teaching non-financial professionals how to understand and leverage financial statements, a skill she believes is crucial for business growth. Her fascination with financial analysis has shaped her career, helping her guide businesses toward growth and improvement.

Leadership 98

Leadership CFO Prioritization Financial Analysis 98

The Finance Weekly

DECEMBER 22, 2022

Larger companies that have already invested in digital technology may consider expanding or supplementing their strategic technology solutions, such as enterprise resource planning platforms, while smaller companies may prioritize addressing tactical pain points, according to Sachs.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Prioritization 98

PYMNTS

OCTOBER 28, 2020

A survey of bank CEOs found that 72 percent were prioritizing technology investments, with 58 percent of respondents reporting that they were investing in automation technologies like artificial intelligence (AI). Leveraging Cloud Computing And Automation To Accelerate Digital Payments.

B2B 87

B2B Prioritization Compliance Budgeting 87

Nerd's Eye View

SEPTEMBER 18, 2023

According to the study, solo firms with no employees had a median of just 40 clients per advisor, while 2-person firms had 70, and 3-person firms had 96, as the advisor leverages themselves and their time by building a support team of a Client Service Associate (CSA) and an Associate Advisor around them.

Prioritization 94

Prioritization Leverage Planning Practice Management 94

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. But, what does an AI-first financial institution look like?

Leverage 93

Leverage Risk Management Compliance Concentration 93

Nerd's Eye View

SEPTEMBER 23, 2024

For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g., taking vacations) and organized his workday to leverage the times of day when he has the most energy.

Prioritization 98

Prioritization Auditing Planning Leverage 98

CFO Thought Leader

JULY 19, 2024

In today’s challenging economic environment, Tal advises finance leaders to prioritize sustainable and profitable growth. As the market demands more from finance teams, leveraging AI can be the key to maintaining competitiveness and ensuring long-term success.

Leverage 40

Leverage Finance Invoicing Forecasting 40

PYMNTS

DECEMBER 14, 2020

“The organizations that are doing it better are starting to provide more of a filtering mechanism to expose information in a way that’s most relevant to the individual, and then leveraging better media to make it that much more impactful.”. What’s the goal you’re trying to achieve with that audience? And then how do you reach that audience?

Banking 116

Banking Communication Prioritization Leverage 116

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

Fpanda Club

FEBRUARY 15, 2021

This requires not only developing statistical and analytical skills to process data and generate insights but also the ability to speak “technical” language, understand and leverage opportunities created by new technologies and mitigate risks.

Finance 130

Finance CFO Prioritization Budgeting 130

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. I’m highly organized—some might say OCD-level organized—and invest significant time in planning, preparing, and prioritizing.

CFO 97

CFO Leadership Communication Problem Solving 97

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

Bramasol

JULY 16, 2024

This new Insights episode provides an overview of these tools and how they can be leveraged to optimize the transition to SAP Cloud Public or Private Editions. These include SAP RISE, SAP GROW, Digital Discovery Assessment (DDA), SAP Signavio, and Clean Core. The core cloud ERP can be SAP S/4HANA in either Public or Private cloud deployments.

SAP 87

SAP Reconciliations Leverage Prioritization 87

E78 Partners

SEPTEMBER 25, 2024

We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration. ” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. What Is an Integration Playbook?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Concentration 59

Concentration Prioritization Auditing Compliance 59

PYMNTS

JULY 5, 2019

AvidXchange , for instance, worked with Fifth Third Bank to enhance B2B payments while leveraging the inherent capabilities in the RTP network from The Clearing House. The buyer can prioritize that invoice and approve it through Avid’s existing workflows. The buyer is then told the amount of the early pay discounts. “We

Banking 69

Banking Invoicing B2B Prioritization 69

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 85

Prioritization Marketing Planning Education 85

PYMNTS

DECEMBER 29, 2020

It’s great to see the prioritization on innovation with this bill,” Wingert said, calling the AML regulatory changes important. So it makes sense to leverage the systems, the processes and technology that have been built over a long time and successfully operate at scale” within legacy banks.

Compliance 108

Compliance Prioritization Securities Banking 108

CFO Share

MAY 22, 2024

Work with your accountant to prioritize the cleanup of findings from steps 2-4. Leveraging Clean Financial Reports Cleaning up your financial statements can feel overwhelming, but the reward is worth the journey. Develop and execute a clean-up plan.

Profit and Loss 105

Profit and Loss General Ledger Financial Reporting Accounting 105

CFO Talks

MARCH 14, 2024

This follow-up article delves into how CFOs can effectively manage their diverse responsibilities, from prioritizing tasks to fostering innovation and leading their companies through transformational change. As organizations face new challenges and opportunities in a changing world, the role of the CFO will continue to expand and evolve.

Prioritization 52

Prioritization CFO Leverage Risk Management 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