CFO Talks

JULY 4, 2024

Key Takeaway: CFOs must prioritize understanding their customers’ payment preferences and adapt their systems accordingly. Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

CFO Network

MARCH 18, 2024

Security Concerns: Addressing Data Protection in Outsourced Accounting However, outsourcing has its challenges. Many SMBs grapple with concerns about data security and confidentiality. By prioritizing transparent communication from the get-go, SMBs can ensure alignment of expectations and address any issues promptly.

Accounting 52

Accounting Prioritization Communication Accounting Firms 52

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. Securing our first major client was a particularly defining moment—it validated our model and set the foundation for long term sustainable growth.

CFO 97

CFO Leadership Communication Problem Solving 97

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. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Compliance Concentration 93

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

The Charity CFO

JULY 2, 2024

If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security. Once you have a clear picture of your current operations, you can start prioritizing pain points.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Discover Digital Accounting Solutions Transition to Cloud-Based Accounting Services Cloud-based accounting services provide unparalleled flexibility and security.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Thought Leader

DECEMBER 1, 2023

AI’s Role in FP&A and Security Concerns: Discussion on AI’s learning mechanisms, potential security risks. Clair of NerdWallet talks about leveraging AI for faster analysis, transparency in reporting, and the challenge of maintaining clean, adaptable data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Global Finance

JUNE 6, 2024

We have a responsibility to safeguard their information, protect their privacy and ensure our systems and online environment are secure. We also must leverage the potential of AI in a responsible manner, aiming to keep the bank safe by focusing on and prioritizing domains like KYC, detection of financial crime, fraud and sustainability.

Prioritization 64

Prioritization Banking Technology Leverage 64

CSC Advisors

SEPTEMBER 27, 2024

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively.

Tax Planning 52

Tax Planning Leverage Prioritization Planning 52

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

The Finance Weekly

DECEMBER 5, 2023

Through advanced analytics and cloud solutions, CFOs can leverage strategic insights to enhance forecasting, optimize cash management, and reconsider organizational frameworks. CFOs should prioritize building agility and resilience in all company endeavors to adapt effectively. Prioritize freeing up cash to repay loans.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

Spreadym

JULY 21, 2023

The objective of digital transformation is to modernize and improve the efficiency, agility, and customer experience in the financial industry by leveraging technology and data-driven solutions. Data-Driven Decision-Making : Leveraging data analytics to gain valuable insights into customer behavior, financial trends, and market dynamics.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Plans

OCTOBER 9, 2024

By effectively leveraging business tax deductions, companies can reduce their taxable income, releasing capital for reinvestment and innovation. With a focus on data security, real-time financial insights, and compliance support, they ensure businesses have the expert guidance needed to thrive in a competitive environment.

Compliance 52

Compliance Tax Planning CFO Concentration 52

CFO Network

MARCH 11, 2024

SMBs should prioritize timely payment of invoices to maintain positive relationships with suppliers while taking advantage of any available discounts for early payment. This may involve negotiating extended payment terms with vendors, securing additional financing, or implementing cost-saving measures to improve cash flow.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

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

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. Announcement: Ensure that portfolio company leadership and security teams are aligned on the required cybersecurity measures during the post-acquisition phase.

Investments 59

Investments Compliance Securities Benchmarking 59

E78 Partners

NOVEMBER 16, 2023

AI is advancing as a major driving force in the private equity and mid-market landscape, from being prioritized as a top tech investment to significantly impacting revenue growth and talent acquisition strategies. How CFOs can leverage AI 1. Learn more below.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

CFO Share

MAY 22, 2024

These reports are the backbone of evaluating business performance – crucial for making informed decisions, attracting investors, and securing loans. Work with your accountant to prioritize the cleanup of findings from steps 2-4. Consistent financial reporting is critical for business management.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

E78 Partners

SEPTEMBER 19, 2024

Example A technology startup might use the 0.50% rate cut to secure cheaper funding for product development. Leveraging resources that provide visibility into customer behavior can help refine offerings, customize strategies, and build a loyal customer base that supports long-term growth.

Cash Flow Forecasting 52

Cash Flow Forecasting Economics Prioritization Manufacturing 52

E78 Partners

SEPTEMBER 19, 2024

Example A technology startup might use the 0.50% rate cut to secure cheaper funding for product development. Leveraging resources that provide visibility into customer behavior can help refine offerings, customize strategies, and build a loyal customer base that supports long-term growth.

Cash Flow Forecasting 52

Cash Flow Forecasting Economics Prioritization Manufacturing 52

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. Grant Writing Submitting proposals for grants from foundations, government agencies, and other organizations can help secure funding for specific projects or programs.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

Bramasol

JULY 22, 2023

Global ESG Regulatory Requirements One of the major ESG compliance developments to watch is the US Securities and Exchange Commission (SEC) proposed regulation on Climate-Related Disclosures and ESG Investing. For more information, check out these resources: Are You Ready for "Carbon Accounting" Compliance?

IFRS 83

IFRS Accounting SAP Compliance 83

Global Finance

JUNE 6, 2024

Our innovative mobile dashboard leverages cutting-edge UX techniques, including animated cards that dynamically display crucial information such as account balances, investment fund earnings through animated charts, and personalized offers enhanced with custom animations,” says Rosario Valdivia, Citibanamex’s CIO.

Banking 59

Banking Prioritization Treasury Finance 59

PYMNTS

DECEMBER 29, 2020

Whether it’s simple online purchases or banking, or more complex areas like cryptocurrency or money laundering, Trevor Wingert , a senior know your customer (KYC) and anti-fraud solutions consultant for GeoGuard , told PYMNTS that rapidly changing use cases and technology highlight gaps in the current security approaches being used.

Compliance 108

Compliance Prioritization Securities Banking 108

Global Finance

JUNE 6, 2024

Corda R3 Innovation: Digital Asset and Crypto Banking Offering Company: BBVA Switzerland The crypto- and digital-asset market is filled with friction and security risks. China’s securities depository, China Central Depository & Clearing Co.

Construction 109

Construction Compliance Cash Management Treasury 109

CFO Share

FEBRUARY 23, 2024

Prioritizing payments, settling critical supplier invoices first, for instance. Leveraging opportunities such as early payment discounts can also ease financial pressure. Reach out to us today and take the first step towards a more prosperous and secure financial future for your business.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Prioritization 52

CFO Leadership

JANUARY 25, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

Future CFO

OCTOBER 23, 2023

While enhancing third-party risk management frameworks with technology will continue to be a focus, getting the right skills and talent into the program to leverage that technology has emerged as a newer and more immediate priority this year.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

PYMNTS

OCTOBER 5, 2020

The latest AML/KYC Tracker® explores the use of AI to streamline anti-money laundering (AML) and know your customer (KYC) processes, changing customer expectations for bank security measures, and an in-depth look at how eCommerce platforms keep money launderers away from their storefronts. Developments Around The AML/KYC Space.

Compliance 56

Compliance eCommerce Prioritization Leverage 56

CFO Share

SEPTEMBER 12, 2023

It ensures that resources are available to meet demands, pay staff, and invest in short-term opportunities without needing to secure external debt or equity funding. Leveraging modern inventory management tools or methodologies, like Just-In-Time (JIT), can help businesses strike this delicate balance.

Accounts Payable 52

Accounts Payable Prioritization Accounting Leverage 52

The Finance Weekly

AUGUST 7, 2024

It allows finance teams to continue leveraging their familiar Excel models while taking advantage of modern automation and AI capabilities. While both tools leverage AI to enhance forecasting and reporting capabilities, Datarails stands out with its advanced chatbot functionalities and automated reports.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

FEBRUARY 8, 2023

By leveraging technology, CFOs can make better-informed decisions, improve the accuracy and timeliness of financial reporting, and enhance the overall performance of the finance function. This includes implementing strong security protocols, conducting regular security assessments, and investing in cutting-edge cybersecurity solutions.

CFO 52

CFO Prioritization Finance Communication 52

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Leadership

JANUARY 5, 2024

The convergence relates to the fact that CFO priorities increasingly mirror the organization’s strategic priorities: Rapidly elevate the quality and reliability of ESG reporting, blunt the bruising impacts of inflation, fortify data security and privacy capabilities, and get new GenAI solutions in place. Inflation Reduction Act.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

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

PYMNTS

OCTOBER 18, 2018

17) that it will enable tokenization services on all cards by 2020, as part of its Digital Commerce Solutions, a suite of offerings geared toward making online transactions speedier and more secure. It is about getting it prioritized and in scale. Mastercard said Wednesday (Oct. Digital Commerce Umbrella.

Prioritization 60

Prioritization Securities Retail Leverage 60