CSC Advisors

FEBRUARY 20, 2025

Whether you’re looking to upgrade equipment, expand your facility, or add new programs, getting secure funding is often essential. Understand Specific Funding Goals Clear goals are fundamental to securing financial backing. Outline Your Business Plan Your business plan is the cornerstone of any funding proposal.

Securities 52

Securities Education Budgeting Communication 52

Future CFO

DECEMBER 22, 2024

When planning your implementation, think beyond compliance. Security Concerns : Older systems often lack the security features needed for real-time data encryption and compliance. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother.

Invoicing 98

Invoicing CFO Compliance Auditing 98

CFO Dive

DECEMBER 4, 2023

Step into the future with CFOs as they navigate a rapidly transforming financial landscape, where ESG metrics take center stage, GenAI shapes business planning and CFOs grapple with intensified priorities in data security, inflation and talent management.

Securities 261

Securities Planning 261

CFO News Room

JANUARY 25, 2023

And while there are many things to consider when planning for a layoff, these considerations can be grouped into two distinct types of conversations. Next, the advisor and client can make a ‘game plan’ which would take effect if the client is actually laid off.

Planning 130

Planning Securities 130

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Securities 98

Securities Planning Leverage 98

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.

Valuation 98

Valuation Tax Planning Planning Securities 98

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 News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 91

Leverage Planning Securities Numbers 91

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Benchmarking 98

Benchmarking Education Investments Planning 98

Global Finance

FEBRUARY 5, 2025

In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances. These priorities will help Turkey stay ahead in a competitive global market.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Securities 98

Securities Investments Planning Banking 98

Barry Ritholtz

MARCH 31, 2025

As we learned during the pandemic, this created significant national security risks. But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. In hindsight, perhaps too much.

Economics 121

Economics Entertainment Education Marketing 121

Global Finance

DECEMBER 3, 2024

We have recently secured a $13.1 Moving forward, we plan further legal reforms aimed at solidifying investor rights, enhancing transparency and improving business efficiency. Integration priorities include regional connectivity, water resource management, energy and security cooperation, as well as cultural and educational exchange.

Economics 116

Economics Pharmaceutical Education Investments 116

Navigator SAP

NOVEMBER 11, 2022

All large businesses use enterprise resource planning software (ERP), as do many smaller ones. Cloud ERP enables SMEs to use ERP more affordably, as the solution is hosted on an external service provider’s secure infrastructure. With that in mind, here are the basics of ERP answered in five questions. What is ERP?

Securities 238

Securities Investments Finance Planning 238

Future CFO

FEBRUARY 11, 2025

Source: Chubb Because of this, Chubb says just over half have business interruption coverage have been in place for events like cyber attacks, natural disasters or supply chain disruptions, and another one-third plan to add it in the next 12 months.

Risk Management 83

Risk Management Credit Risk Education Planning 83

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. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information. Efficiencies are the currency of modern capitalism.

SAP 93

SAP Compliance Leverage Invoicing 93

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. Secure Financial Data Management: A Top Priority At the core of modern financial services is secure financial data management.

Prioritization 52

Prioritization Compliance Financial Data CFO 52

Global Finance

OCTOBER 28, 2024

Despite security threats and political unrest, tiny Togo is attracting outsize interest from foreign investors. The picture is clouded by security challenges arising from attacks by bandits in the northern region and sea pirates’ raids on the coastal south. None of which, however has thus far discouraged foreign direct investment.

Economics 98

Economics Manufacturing Investments Currencies 98

Nerd's Eye View

JANUARY 10, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO News Room

NOVEMBER 2, 2022

If you’re looking for the best cheap car insurance for young adults, however, you’ll need to compare policies and plans while also checking for discounts you might qualify for. Employer-Sponsored Plan Discount : If you work for an employer who participates in a Nationwide discount plan, you can get a break there.

Planning 130

Planning Education Advertising Communication 130

CSC Advisors

APRIL 10, 2025

Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. By securing the loan with assets, you reassure lenders that they’ll recover part of their funds even in a worst-case scenario. How can I secure a loan using collateral?

Forecasting 52

Forecasting Prioritization Planning Finance 52

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Cash Management 98

Cash Management Planning Securities Numbers 98

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. Accurate, real-time data is essential for effective financial planning and strategic decision-making," Hardman points out.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Global Finance

DECEMBER 27, 2024

This puts Tanzania among the few countries in Africa where investors can plan for the long term without fear of sudden political upheavals. First is protecting existing contracts, which is crucial for long-term investment planning. Inflation (2024, projected): 3.2% Tanzania office. A few areas stand out.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

Global Finance

NOVEMBER 7, 2024

In fact, 87% of children plan to take management of their inheritance elsewhere, meaning that incumbent banks could see significant reductions in the size of their assets under management. At the same time, banks need to work with their existing high-net-worth customers to facilitate seamless and secure transfers of wealth to their children.

Banking 105

Banking Communication Investments Education 105

CSC Advisors

APRIL 10, 2025

Strategic planning on how to finance these upgrades becomes essential since financial hurdles can delay or deter exciting opportunities. Focus on building a strong business plan and maintaining clean, transparent financial records to improve your chances. However, preschool financing can often be a challenge.

Finance 52

Finance Education Nonprofit Prioritization 52

Global Finance

APRIL 4, 2025

Meanwhile, Wegagen Capital, affiliated with Wegagen Bank, officially enters as a private-sector player, following Wegagen Banks recent listing on the Ethiopian Securities Exchange (ESE)the countrys first stock market, expected to launch soon.

Investments 69

Investments Banking Economics Financial Systems 69

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. Leveraging CFO Financial Insights for Strategic Growth CFO financial insights play a pivotal role in shaping business growth planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFO Plans

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.

Economics 52

Economics CFO Risk Management Leverage 52

Navigator SAP

JULY 15, 2022

Enterprise resource planning (ERP) solutions are crucial for enabling the digital backbone of modern business. And securing these endpoint devices is a must. Every business, big or small, wants streamlined business processes and access to real-time data. IoT support. Affordability. Scalability.

Budgeting 228

Budgeting Leadership Communication Leverage 228

CSC Advisors

APRIL 10, 2025

Government-backed security: The SBA guarantees a portion of the loan, encouraging lenders to approve applications even for newer businesses. By taking advantage of these benefits, education centers can secure the necessary funding to cover startup costs, facility improvements, or staff training.

Education 52

Education Budgeting Finance Securities 52

CFO Thought Leader

MARCH 28, 2025

In this episode of Planning Aces , three forward-looking finance leaders share how theyre transforming planning and forecasting inside their organizations. Meanwhile, Gabi Gantus of Mytra AI draws on her Tesla FP&A roots to illustrate how finance can lead long-term operational planning.

CFO 45

CFO Forecasting Manufacturing Finance 45

Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Compliance 65

Compliance Practice Management Valuation Securities 65

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” has brought a wide range of changes to the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com. To start, SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

FEBRUARY 23, 2025

Grasping what investors truly seek in your financial reports is essential to unlocking new growth opportunities and securing the funding needed to drive your business forward. By providing clear and precise data, coupled with strategic context, you create an environment of trust and openness that can attract and secure investor interest.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52