The Charity CFO

OCTOBER 14, 2024

The Importance of Strategic Planning Sarah stressed the need for both a business plan and a strategic plan. While a business plan outlines your vision and goals, a strategic plan details how you’ll execute those goals. Need help scaling?

Nonprofit 52

Nonprofit Strategic Planning Budgeting CFO 52

CFO Talks

JULY 4, 2024

Leverage Digital Payments for Efficiency The shift towards digital payments is not just a trend; it’s a strategic necessity. Key Takeaway: CFOs should develop strategic plans for the integration of digital currencies into their financial systems.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. Leverage Technology: Implement automation tools and software solutions to streamline repetitive tasks, improve accuracy, and save time.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Talks

FEBRUARY 2, 2024

A CFO’s role is to identify, evaluate, and mitigate these risks through strategic planning, ensuring the integration of risk management processes across all departments of the organisation. It requires a comprehensive understanding of various risks, including catastrophic, geopolitical, and operational risks.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

CFO Talks

JUNE 13, 2023

Key initiatives and strategic planning: During the inaugural meeting, CFO leaders engaged in a vibrant exchange of ideas and strategic planning sessions. Through collective efforts, CFOs can leverage their expertise to contribute to the growth and success of organisations worldwide.

CFO 97

CFO Strategic Planning Finance Communication 97

CFO Plans

NOVEMBER 4, 2024

By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

APRIL 25, 2017

To do so, the online retailer will leverage Mirakl’s B2C Marketplace Platform. It has always been in our strategic planning and will allow us to continue supporting the rapid growth we have experienced to date. VidaXL, which is currently up and running in 27 European countries, the U.S.

Leverage 40

Leverage Retail Planning B2C 40

CFO Share

JULY 16, 2024

For small businesses employing a fractional CFO , understanding the core responsibilities of a CFO can help leverage their expertise effectively. Strategic Planning and Forecasting CFOs create long-term financial plans and forecasts.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

Future CFO

JANUARY 7, 2024

By leveraging advanced analytics and cloud technology, CFOs can drive strategic insights, improve forecasting accuracy, and optimise cash management. CFOs must also be well-versed in leveraging emerging technologies to boost their business performance. The post The risks CFOs must face in 2024 appeared first on FutureCFO.

CFO 52

CFO Risk Management Leverage Strategic Planning 52

VCFO

MAY 17, 2024

Evaluation of 154 core data points across six dimensions and in-depth dialogue between you and a CFO steeped in all aspects of business optimization and strategic planning provides a holistic, insightful, and unbiased exploration of your company’s DNA. v360 goes beyond traditional financial analysis and simple snapshots.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

E78 Partners

NOVEMBER 11, 2024

Divestitures, Mergers, and Acquisitions: Navigating the complexities of mergers or acquisitions where financial due diligence, risk assessment, and strategic planning are critical. By leveraging these services, organizations can navigate complex financial landscapes effectively and position themselves for long-term success.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

Future CFO

APRIL 13, 2022

Digital transformation is a key pillar of the BINUS 2035 strategic plan and the partnership with Workday will support the group in moving its people and finance operations to the cloud to drive data-driven decisions, empower a skills-ready workforce, and future-proof the organisation, Workday noted.

Education 98

Education Strategic Planning Leverage Finance 98

Focus CFO

DECEMBER 6, 2021

Turning Goals into a Strategic Plan. A long to-do list or a list of goals is not a strategic plan. Businesses that set goals and try to hit them without an overarching strategic plan can end up wasting resources, pulling their teams in too many directions, and thwarting their own expansion efforts.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

CFO Share

AUGUST 22, 2024

CFO compensation increases with extensive experience in your industry, proven strategic planning skills, and a track record of driving financial performance. By leveraging the expertise of a fractional CFO, businesses can navigate financial complexities, optimize performance, and achieve sustainable growth.

CFO 52

CFO Restructuring Strategic Planning Budgeting 52

VCFO

MARCH 2, 2023

Some may think that makes financial management and strategic planning in a professional services firm simpler. Visualizing and articulating goals for the business provides an endpoint that one can then walk back year-on-year to chart milestones, build meaningful budgets, and form the basis of the strategic plan.

Strategic Planning 62

Strategic Planning CFO Budgeting Planning 62

CFO Plans

JULY 25, 2024

Leverage Virtual CFO Services and Financial Consulting For manufacturing businesses that may not have the resources to hire a full-time CFO, SaaS accounting software can be a valuable asset. Many platforms offer virtual CFO services, providing expert financial guidance and strategic planning support.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Thought Leader

NOVEMBER 7, 2024

Morris shares insights into Guardian’s journey from a single pharmacy to 50 nationwide, discussing the strategic milestones of investing in talent, data infrastructure, and a robust financial planning process.

CFO 52

CFO Healthcare Leverage Investments 52

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

CFO Thought Leader

JUNE 11, 2024

She spent a significant portion of her career at PayPal, where she honed her skills in analytics and strategic planning. Her ability to leverage data for decision-making allowed her to emerge as a strategy-minded finance executive capable of driving business growth and profitability. In May 2022, Gessert was named CFO of Upwork.

CFO 52

CFO Leadership Strategic Planning Leverage 52

Global Finance

JUNE 11, 2024

They are at the forefront of driving change, whether it is strategic planning for long-term business objectives, expansion plans or even execution of the innovation agenda. Treasurers are savvy and leverage technology to solve day-to-day needs such as bank-agnostic reporting, virtual accounts and real-time liquidity.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Future CFO

JUNE 9, 2024

Julia Simatupang (JS): A typical day for me involves a blend of strategic planning, team management, stakeholder engagement, and operational oversight. This endeavour required me to leverage my leadership skills, strategic thinking, and ability to navigate ambiguity. FutureCFO: What does a typical day look like for you?

Leadership 52

Leadership Strategic Planning Finance Education 52

CFO Thought Leader

OCTOBER 16, 2024

McGuire finds the book especially helpful during busy times, such as year-end closings or strategic planning periods. CFO Ben Averis of Yoto recommends Exponential Organizations by Salim Ismail, a business book that explores how companies can achieve exponential growth by leveraging innovative strategies.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

CSC Advisors

SEPTEMBER 27, 2024

As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively. Strategic planning for year-end expenses lowers your tax liability and can enhance cash flow in the upcoming year.

Tax Planning 52

Tax Planning Leverage Prioritization Planning 52

CFO Share

MAY 10, 2024

By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcoming cash obligations and helps you make better-informed decisions. Check out our blog on 3 Cash Flow Optimization Techniques for Small Businesses for strategic ways to improve your cash flow.

Forecasting 52

Forecasting Cash Flow Forecasting Invoicing Accounts Payable 52

E78 Partners

NOVEMBER 16, 2023

How CFOs can leverage AI 1. By accelerating essential tasks such as data entry, reconciliation, and reporting, finance teams, and CFOs specifically can focus on high-value activities, strategic planning, and oversight.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Leveraging Data in Nonprofit Leadership How can you use data effectively as a nonprofit leader?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

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. Known for his strategic mindset and dedication to continuous improvement, Rowen’s story offers valuable insights and inspiration for aspiring leaders across Africa.

CFO 97

CFO Leadership Communication Problem Solving 97

CFO Talks

FEBRUARY 9, 2024

Critical challenges for CFOs: CFOs face significant challenges in figuring out how to spend money on cybersecurity and setting up plans to respond to cyber threats early. Balancing the need for cybersecurity measures with budgetary constraints requires careful strategic planning and resource allocation.

CFO 52

CFO Strategic Planning Leadership Risk Management 52

Future CFO

JULY 9, 2023

Survey results indicate that strategists believe that, on average, 50% of strategic planning and execution activities could be partially or fully automated though only 15% are currently the case, Gartner pointed out.

Strategic Planning 52

Strategic Planning Leverage Technology Planning 52

CFO Talks

JULY 23, 2024

Leverage Technology Technology can be a powerful ally in risk management. Engage in Strategic Risk Management Risk management should be integrated into your strategic planning process. This involves identifying risks that could impact your strategic objectives and developing plans to mitigate them.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFO Network

FEBRUARY 14, 2024

Their cost-efficiency, financial expertise, strategic planning, risk mitigation, and scalability make them a powerful asset. Take advantage of the opportunity to leverage the expertise of a Fractional CFO and revolutionize your financial strategy. Make the change today, and watch your business thrive! Learn more today.

CFO 52

CFO Tax Planning Financial Analysis Strategic Planning 52

Centage

JANUARY 18, 2024

Finance teams often get asked to do more with less, which makes it important that you adopt the right FP&A tools to amplify your capabilities and create more time for strategic planning. Look for platforms that support company-wide planning, allowing different departments to collaborate effectively.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Data Analysis Risk Management Leverage 40

Focus CFO

MARCH 3, 2022

However, with guidance and strategic planning led by an experienced CFO, organizations will be well equipped to weather the storm. . Learn more about how a FocusCFO’s Fractional CFO services can help your organization with strategic planning. Strategic Partners. LEARN MORE. 855-236-0600. Follow Follow Follow.

CFO 52

CFO Strategic Planning Communication Credit Risk 52

Strategic Treasurer

AUGUST 15, 2022

During uncertain times, treasury teams must be on the frontlines to plan for business continuity by monitoring external factors such as seasonality, currency fluctuations, and broad economic indicators. Forecasting cash flow and strategic planning have never been more important.

Treasury 52

Treasury Forecasting Strategic Planning Leverage 52

Future CFO

NOVEMBER 15, 2023

This helps mitigate errors and ensures that teams can leverage spreadsheets effectively. Strategic Thinking CFOs should encourage their teams to use spreadsheets strategically. This involves leveraging spreadsheets for scenario analysis, strategic planning, and decision support.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leverage Communication Compliance 52

Future CFO

JUNE 10, 2024

This includes leveraging technology to transition from physical documentation to electronic formats like e-bills of lading, reducing risk of fraud and loss." With a wealth of digital data available, trade finance becomes ripe for advanced analytics, offering deeper insights for risk management, trend analysis, and strategic planning.

Finance 90

Finance Compliance Communication Strategic Planning 90