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.
CFO Thought Leader
NOVEMBER 3, 2024
In this episode of “Planning Aces,” finance leaders explore the evolving role of FP&A as a strategic partner emphasizing the importance of reliable data in aligning decision-making and resetting priorities. Leveraging AI emerges as a key theme for optimizing financial processes and enabling real-time collaboration.
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Spreadym
MAY 31, 2023
Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.
The Charity CFO
FEBRUARY 26, 2025
Integrating Data into Strategic Planning Drew advises nonprofits to go beyond generic strategic planning goals and use data to set ambitious targets for addressing core issues in their field. With this approach, even small nonprofits can leverage data to tell powerful stories and drive transformative change.
Future CFO
SEPTEMBER 3, 2024
Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. Mayank Goel According to Goel, CFOs can leverage taxes strategically and navigate tax policy discussions effectively through various measures.
CFO Simplified
APRIL 15, 2024
Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. This might involve adopting new software, or leveraging data analytics, but at its most basic level, it’s using your existing technology to the fullest. Here’s a quick review.
CFO Plans
MARCH 10, 2025
For example, a SaaS company working with enterprise clients can leverage automated invoicing systems to ensure timely reminders and reduce human error, thereby expediting payment processes. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.
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