CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

NOVEMBER 27, 2023

Frequently referred to as leverage, debt has the potential to fuel growth, drive strategic initiatives, and propel businesses to new heights. By securing a loan, they can fund research and development, positioning themselves as industry leaders and driving long-term growth.

Leverage 86

Leverage Manufacturing Investments Securities 86

PYMNTS

NOVEMBER 3, 2020

Leveraging The Power Of Layers . He said consumers will get impatient and abandon a transaction when they try to make a simple, relatively low-priced purchase and find themselves mired in a 25-step process that seems like a lot of incomprehensible security overkill.

Securities 120

Securities Restructuring Leverage Numbers 120

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. As the Finance function traverses 2025, the challenges of yesteryear weigh on CFOs' shoulders.

Finance 91

Finance Problem Solving Communication Technology 91

PYMNTS

NOVEMBER 20, 2020

Getting the customer service angle right is so crucial to CUs’ success that many CUs are investing in emerging technologies to help them better hit their marks. Rousseve explained that advanced technologies such as AI-powered platforms with data analytics features are starting to create more personalized opportunities for CU members.

Technology 101

Technology Leverage Banking Economics 101

Future CFO

FEBRUARY 5, 2025

Considering the ever-changing market landscape regarding technological advancements and innovation, the Finance department is always faced with the tremendous responsibility of stepping up to keep pace with the changes. However, given the right opportunities and strategies, these shifts can be leveraged to drive organisational value.

Leverage 52

Leverage Technology Finance Accounting 52

Global Finance

DECEMBER 26, 2024

Technology quickly took off. Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Ledgers and calculators. I even took the CPA exam without a calculator.

CFO 98

CFO Restructuring Math Finance 98

CFO Plans

MARCH 10, 2025

Secure Your Financial Future with Tailored CFO Solutions and explore how strategic approaches can help you navigate these turbulent times and bolster your businesss resilience. Establishing clear payment terms, offering early payment incentives, and utilizing innovative technology to streamline invoicing are crucial measures.

Economics 52

Economics CFO Risk Management Leverage 52

CFO Plans

OCTOBER 29, 2024

Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. Leveraging CFO Financial Insights for Strategic Growth CFO financial insights play a pivotal role in shaping business growth planning. Explore Cutting-Edge Financial Technologies to stay ahead of the competition.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

PYMNTS

JANUARY 27, 2021

Some schemes that are impractical to wage in person are simpler to perpetrate online because of a decreased security presence, the anonymity of transactions and fraudsters’ abilities to stage hundreds of attacks simultaneously. Digital fraud’s scope is hard to overstate, yet banks are deploying emerging technologies to minimize its impact.

Securities 85

Securities Banking Leverage Construction 85

Global Finance

MARCH 2, 2025

In a recent interview, the US Securities and Exchange Commissions (SEC) enforcement director said they had a record $600 million in penalties in 2024 just for 70 cases. GF: Will there be some technology available using your model? We also looked at fraudulent security class actions. So I think short sellers.

Forecasting 111

Forecasting Auditing Accounting Profit and Loss 111

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 identifies three essential components for establishing a robust data intelligence framework: people, processes, and technology.

Finance 64

Finance Forecasting CFO Compliance 64

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

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. Additionally, there is a growing focus on sectors and themes that can benefit from geopolitical trends, such as global security and infrastructure development. Frame: It requires a balance of technology and human touch.

Banking 52

Banking Communication Strategic Planning Leverage 52

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 69

SAP Data Analysis Leverage Manufacturing 69

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

Future CFO

MARCH 12, 2025

That is why it is only customary that chief finance officers and finance leaders have mastered how to get around risks, handling the evolving landscape of fraud and payments to always be prepared amid emerging technologies and shifting regulatory demands. He explains that a key area of progress is the streamlining of the payments process.

Risk Management 52

Risk Management Finance Leverage Sales 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. At Oracle, we run our applications on a single Oracle Cloud Infrastructure that offers enterprise-grade security,” he adds.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

Technology 88

Technology IFRS SAP Compliance 88

E78 Partners

NOVEMBER 25, 2024

Transaction services have become essential for businesses navigating complex financial landscapes in today’s fast-paced and technology-driven world. 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.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

FEBRUARY 11, 2025

E78’s Chief Technology Officer, John Buccola, recently engaged in a dynamic conversation with Fara Francis, Global CIO at the Center for Creative Leadership (CCL), and Todd Thomason, CCLs Global Director of Information Security, Privacy, and Architecture.

Leadership 59

Leadership Budgeting Leverage Securities 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

Global Finance

FEBRUARY 5, 2025

Listed on Euronext, the chemicals company develops and commercializes technologies that produce materials from sustainable carbon feedstocks. Building and leveraging a network is incredibly important. In 2024, Avantium secured $114 million in financing.] It was a fantastic experience. GF: How do you keep investors happy?

CFO 64

CFO Corporate Finance Finance Communication 64

E78 Partners

DECEMBER 20, 2024

For technology leaders, particularly in private equity-backed companies, cloud spend management is a critical lever for driving profitability and value creation. For technology executives, the stakes are high. Cloud services are an indispensable part of the digital strategy for organizations that seek to innovate and scale.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

PYMNTS

NOVEMBER 16, 2020

In an interview with PYMNTS, Ragan said technology developments have enhanced the industry’s fraud-fighting strategies, but customer awareness is still a critical component of preventing bad actors from succeeding. Leveraging Advanced Technologies. Bancorp, which is the parent company of U.S.

Banking 118

Banking Leverage Securities Communication 118

The Finance Weekly

FEBRUARY 23, 2025

Strong FP&A practices help finance teams improve data accuracy , use technology effectively, and make well-informed financial decisions. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval.

Financial Planning and Analysis (FP&A) 52

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

CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology 52

Technology Accounting CFO Tax Planning 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

JANUARY 13, 2025

However, for most organisations, it is still early days and much needs to be learned and discovered about AI for users and leaders to fully grasp the impact of the technology. This means that while AI can significantly enhance security measures, it also amplifies the threats that CFOs must manage.

Risk Management 52

Risk Management CFO Leadership Finance 52

PYMNTS

MARCH 10, 2020

A recent study found 32 percent of security incidents in 2019 involved phishing and 29 percent involved stolen credentials, both of which would have been much more difficult had secure digital ID systems been in place. Businesses and organizations are already taking steps to close this security gap. billion by 2025, with $1.6

Leverage 109

Leverage Securities Banking Technology 109

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

PYMNTS

NOVEMBER 24, 2020

Businesses and financial institutions (FIs) are constantly examining ways to make their customers’ accounts more secure, especially as more consumers go online to make purchases and transact during the ongoing COVID-19 pandemic. A convenient, yet secure solution could be just a few taps away, however.

Sales 108

Sales Leverage Securities Banking 108

Future CFO

OCTOBER 25, 2023

With the rampant incidents of frauds and scams related to finance, machine learning can be leveraged to detect and prevent financial fraud, allowing a company or an organisation to respond in real-time. The post Leveraging machine learning to detect financial fraud appeared first on FutureCFO.

Leverage 52

Leverage Auditing Finance Financial Data 52

PYMNTS

AUGUST 13, 2020

When drivers pull into participating stations, they will see a notification on Waze prompting their Android or iOS device to securely pay through each company’s app. Waze is committed to continuing to help businesses leverage innovative technology to adapt, evolve, and engage with customers,” said Andrew Kandel, Waze U.S.

Leverage 138

Leverage Securities Accounting Technology 138

PYMNTS

SEPTEMBER 17, 2020

SWIFT , a global provider of secure financial messaging services, announced Wednesday (Sept. Combining these elements, we are creating a broad platform with faster technology and smarter and better services that the industry can trust as a foundation for innovation towards their own end-clients.”.

Compliance 139

Compliance Leverage Accounting Planning 139

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Invoicing Education 52