Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Planning 52

Planning Prioritization Securities Numbers 52

CFO Plans

JANUARY 27, 2025

This involves making informed, strategic decisions that prioritize financial efficiency without sacrificing quality or customer satisfaction. A manufacturing firm, faced with multiple investment opportunities, conducted a thorough cost-benefit analysis and prioritized upgrading their production line, which offered the highest potential ROI.

Prioritization 52

Prioritization CFO Concentration Planning 52

CFO Leadership

MAY 31, 2023

Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.

Prioritization 95

Prioritization Technology Leadership Data Analysis 95

CFO Plans

NOVEMBER 25, 2024

As stewards of financial data, CFOs must prioritize cybersecurity measures to ensure the security of sensitive information and maintain client trust. CFOs should prioritize partners with a proven track record of protecting client financial information. Explore Our Strategic CFO Solutions to stay ahead in the ever-changing digital age.

Prioritization 52

Prioritization Compliance Financial Data CFO 52

CFO News Room

JANUARY 26, 2023

State and local lawmakers should prioritize investing their remaining ARPA funds in restoring critical public-sector jobs and bolstering the public services that are essential for communities to thrive. Alabama 2.7% 4.8% -0.5% Alaska 2.2% Arizona 3.1% Arkansas 1.4% -2.3% California 3.6% Colorado 3.7% Connecticut 2.0% Delaware 1.8% -1.0%

Prioritization 130

Prioritization Economics Education Construction 130

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. While financial performance is critical, we also prioritize community development, environmental stewardship, and local economic support. million annually.

Finance 98

Finance Profit and Loss CFO Leadership 98

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes. Finally, the operating agreement must reflect the firm's long-term vision.

Prioritization 52

Prioritization Leadership Planning Sales 52

Nerd's Eye View

JANUARY 29, 2025

While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disputes. Finally, the operating agreement must reflect the firm's long-term vision.

Prioritization 52

Prioritization Leadership Planning Sales 52

Nerd's Eye View

FEBRUARY 17, 2025

With only so many hours in a day and demands coming from every direction, it can be challenging to prioritize the most important things for growing an advisory firm. As a result, advisors can find themselves busy all day, month, or even year without making meaningful progress on their most important goals.

Prioritization 72

Prioritization Benchmarking Compliance Numbers 72

CFO Simplified

OCTOBER 30, 2022

How are you planning on staffing for this as you move forward and continue to experience high levels of growth? Consider: That strategic plan for how you’re going to conduct staffing is critical to your success. Don’t Wait Too Long to Prioritize Staffing. Strategic Planning During Exponential Growth.

Strategic Planning 98

Strategic Planning Planning CFO Prioritization 98

VCFO

JUNE 19, 2023

Prioritizing People in Manufacturing – Why it Matters? Request a Free Consultation from a vcfo expert who can help you develop a plan to set the stage for long-term employee engaged success. The post Prioritizing People in Manufacturing appeared first on vcfo.

Prioritization 67

Prioritization Manufacturing Leadership Communication 67

CFO Simplified

MARCH 27, 2022

This, however, does not necessarily mean that strategic planning is off the table. A proactive way for business owners to mitigate their risk is through contingency planning. So, what is contingency planning, and what is a CFO’s role in creating this strategy? What is Contingency Planning? Prioritize the People.

CFO 98

CFO Planning Risk Management Prioritization 98

E78 Partners

JANUARY 28, 2025

These delays risked disrupting planning momentum, increasing stakeholder fatigue, and impacting the target companys performance. Solutions: Recalibrate Resource Allocation: Ensure target company resources focus on completing diligence requirements without distractions from PMI planning.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leadership 59

CFO Dive

MARCH 6, 2023

Most executives plan to prioritize generative AI over the next year and a half, Salesforce research shows.

Prioritization 141

Prioritization Planning 141

CFO Talks

FEBRUARY 17, 2025

Instead of predicting every potential risk, plan for the impact of disruption. While many companies struggled with supply chain breakdowns, Toyota had implemented a business continuity plan that focused on consequences rather than causes. Test Risk Management Strategies Before a Crisis Hits Having a risk management plan isnt enough.

Risk Management 52

Risk Management CFO Prioritization Leadership 52

Nerd's Eye View

AUGUST 10, 2022

When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.

Planning 96

Planning Prioritization Numbers Communication 96

Nerd's Eye View

AUGUST 3, 2022

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize. Read More.

Planning 98

Planning Prioritization Education Numbers 98

CFO Plans

JANUARY 12, 2025

Financial Stress Management and Entrepreneur Mental Health Financial stress management is more than just balancing the books; it’s about fostering a mindset that prioritizes business financial wellness and entrepreneur mental health. Start Your Journey to Financial Stability Today.

Prioritization 52

Prioritization CFO Compliance Finance 52

CFO Talks

DECEMBER 12, 2024

I visualize, do my gratitude routine and do planning during my run. Being in the wellness industry for the past 9 years taught me a lot about prioritizing my physical, emotional and financial wellness – taking care of myself first to be in the optimum position to achieve my full potential as CFO consultant and serial entrepreneur.

Leadership 98

Leadership CFO Prioritization Education 98

Centage

MARCH 15, 2022

Designed to help businesses prepare for the unknown, financial scenario planning is a strategic tool for flexible long-term decision-making. With financial scenario planning, companies seek to avoid overpredicting and underpredicting their future by separating content into two categories: things that are certain and things that are unknown.

Planning 98

Planning Forecasting Budgeting Data Analysis 98

CFO Plans

MARCH 24, 2025

Discover How CFO Plans Can Transform Your Financial Operations Transformative Business Financial Assurance Imagine a world where your financial advisors are not just service providers but proactive partners in your business journey. Are they meeting expectations, or is it time to explore the benefits of Guaranteed Service Delivery?

CFO 52

CFO Prioritization Risk Management Planning 52

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals.

Planning 98

Planning Prioritization Education Communication 98

Global Finance

DECEMBER 3, 2024

Moving forward, we plan further legal reforms aimed at solidifying investor rights, enhancing transparency and improving business efficiency. GF : The plan is to attract some $ 250 billion in investment by 2030. In total, 35 agreements for green energy projects with a total capacity of 18.6 How realistic is this?

Economics 116

Economics Pharmaceutical Education Investments 116

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization.

CFO 52

CFO Cost Management Leverage Planning 52

E78 Partners

NOVEMBER 12, 2024

From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

CFO Plans

NOVEMBER 18, 2024

Prioritize Comprehensive Reporting: Provide detailed and transparent financial reports that highlight key insights and future forecasts. Companies like CFO Plans exemplify this approach, offering comprehensive financial solutions that prioritize transparency and stakeholder trust.

Communication 52

Communication Finance CFO Prioritization 52

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

PYMNTS

DECEMBER 22, 2020

He said Amazon plans to invest "billions more" as the pandemic continues into the new year. According to one seller, Amazon seemed to be prioritizing the most high-volume items for its own delivery system, with merchants left to handle their own order fulfillment on the less-popular items.

Prioritization 131

Prioritization eCommerce Investments Planning 131

E78 Partners

MARCH 21, 2025

A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes. Without proper planning and execution, organizations risk inefficiencies, cultural misalignment, and missed synergies.

Leadership 52

Leadership Communication Prioritization Compliance 52

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). years, the longest since 2005 ( McKinsey & Company ). years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

Bramasol

NOVEMBER 11, 2024

Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance. The platform brings together application development, data management, analytics and planning, integration, process automation (process mining tools and RPA), and AI capabilities."

SAP 92

SAP Compliance Leverage Invoicing 92

CFO Plans

DECEMBER 16, 2024

Enhance Your Business Efficiency Now to prioritize personal well-being and leadership, ultimately preventing burnout and enhancing quality of life. These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management.

Accounting 52

Accounting CFO Leadership Prioritization 52

Centage

DECEMBER 7, 2022

The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity. Key Priorities & Requirements for Finance in 2023.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

Global Finance

JUNE 11, 2024

Innovation is more than improving your technology stack or rebuilding your platforms, such as treasury management systems, enterprise resource planning, or bank connectivity. The most important thing is to relentlessly and continuously prioritize. Innovation requires extreme prioritization and commitment.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning 98

Planning Problem Solving Profit and Loss Prioritization 98