CFO Thought Leader

DECEMBER 10, 2024

” Zach Johnson, CFO, Cribl CFO Playbook: Prioritizes holistic metrics (like Rule of 40) to balance growth and profitability. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat.

CFO 52

CFO Leadership Prioritization Auditing 52

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. Financial History and Documentation Lenders prioritize applicants with reliable financial records. Let’s explore some critical components they assess.

Startups 52

Startups Prioritization Securities Planning 52

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. Prioritize integration areas based on synergy potential and risk. Ensure data consistency while merging platforms securely.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Plans

JANUARY 20, 2025

Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology. We prioritize data security and ensure our clients receive real-time financial insights through an agile and professional team.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO Plans

FEBRUARY 17, 2025

Ready to secure your financial future? Prioritizing the Management of Business Growth Establish a robust growth management framework. Exploring Growth Management Solutions Leverage technology and financial tools to automate processes and streamline operations.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO Thought Leader

APRIL 23, 2024

He navigated through these turbulent waters by leveraging his deep understanding of the company’s financial backbone and by building strong relationships with the new management. CFOTL: Tell us about Menlo Security … what does this company do, and what are its offerings today? Bansal, however, not only stayed on but thrived.

CFO 59

CFO Securities Leadership Restructuring 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 75

Concentration Prioritization Auditing Compliance 75

Global Finance

FEBRUARY 12, 2025

Security and trust Robust cybersecurity measures, such as biometric authentication and multi-factor authentication, are becoming increasingly important as cyber threats grow. Over half of millennials consider strong data security a primary factor in their choice of financial provider.

Compliance 52

Compliance Communication Technology Investments 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. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Concentration Compliance 93

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

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

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

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

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

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

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

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

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

PYMNTS

APRIL 12, 2019

The General Data Protection Regulation (GDPR) represented a new phase in data security and EU regulators’ approach to it. Such a scenario would leave the door wide open for data-controlling companies to send customer information to that criminal under the false pretense of regulatory compliance and data security.

Compliance 77

Compliance Securities Prioritization Leverage 77

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

PYMNTS

MAY 6, 2019

But firms whose banks don’t possess APIs to smoothly transmit that information may resort to work-around solutions with weaker security measures, putting customers’ data at risk. On the other hand, FIs using APIs can promote more secure access to data, Chaib said. Screen scraping’s problems don’t stop at security, either.

Banking 74

Banking Securities Prioritization Compliance 74

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” A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority.

Planning 130

Planning Auditing Investments Securities 130

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

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

Global Finance

OCTOBER 15, 2024

This outdated technology also stifles innovation, preventing banks from offering the seamless, secure payment experiences that customers now demand. Bank customers want faster, more secure payments Customer preferences for faster payments and better payment experiences are on the rise. Banks paid over $10.4

Budgeting 64

Budgeting Securities Leadership Banking 64

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 Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Proactive security will become a top priority.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

PYMNTS

AUGUST 19, 2019

Here are some examples of restaurants and retailers that have bounced back from mobile data breaches and what they are doing to ensure security. Security Solutions. The security platforms that utilize AI and machine learning can also spot attack patterns, and very quickly block those transactions as well,” said Garner.

Securities 63

Securities Prioritization Accounting Retail 63

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 81

IFRS Accounting SAP Compliance 81

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

PYMNTS

NOVEMBER 9, 2020

That unified view, conceivably, can leverage FinTech services that help end consumers (for example) see how they are managing their budgets, their investments and reach various financial goals. The consumer with a range of bank and other financial accounts spanning several firms can have all that data collected at a single point of access.

Banking 114

Banking Financial Data Prioritization Economics 114

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

PYMNTS

JUNE 6, 2016

Customers are drawn to banking technology that is easy to use yet secure enough to safeguard their personal information. For major banks looking to gain consumer trust while staying ahead of the technological curve, creating services that are both simple and secure can be a major challenge. Shaping a streamlined experience.

Securities 40

Securities Banking Technology Prioritization 40

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

PYMNTS

AUGUST 10, 2020

Businesses generally prioritize getting customers on eCommerce sites or digital content platforms to make purchases above all else, and digital content platforms have leaned on paywall strategies to increase conversion. A Data-Driven Approach To Enhancing The Payments Experience.

Data Analysis 97

Data Analysis eCommerce Prioritization Leverage 97

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

PYMNTS

SEPTEMBER 17, 2018

To prioritize certain payment methods, HomeAway finds out which methods are highest in demand by utilizing consumer data and analytics. “We Building An Intuitive And Secure Experience. HomeAway has been working with the Expedia Group to tackle security challenges. The Future Of Travel Payments.

Prioritization 49

Prioritization Currencies Securities Compliance 49