CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. Technology was becoming increasingly essential, obviously, to reach fans, track sentiment, but also on field. That had been put out in 2010. billion in revenue.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

CFO Plans

JANUARY 20, 2025

Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. Leverage Technology to Avoid Tax Season Stress One of the most effective ways to avoid tax season stress is to leverage technology.

Tax Planning 52

Tax Planning Compliance CFO Planning 52

CFO Talks

NOVEMBER 11, 2024

Global Engagements : Regular participant in international finance conferences, helping shape a modern, technology-driven finance department. Engaging with industry leaders and participating in discussions about emerging trends broadened my perspective and inspired me to embrace new technologies in finance.

CFO 52

CFO Leadership Problem Solving Communication 52

CFO Talks

NOVEMBER 20, 2024

I then prioritize tasks and break down the challenge into manageable steps. I aim to build a team of skilled professionals who can offer deeper financial insights, strategic planning, and operational efficiencies that empower our clients to achieve sustainable growth.

CFO 52

CFO Prioritization Leadership Communication 52

CFO Talks

JULY 4, 2024

Key Takeaway: CFOs must prioritize understanding their customers’ payment preferences and adapt their systems accordingly. Adopting these technologies can streamline operations, enhance accuracy, and improve overall efficiency, making the finance function more agile and responsive.

CFO 52

CFO Strategic Planning Currencies Prioritization 52

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

The Finance Weekly

MAY 5, 2024

As companies shift from static sales plans to more dynamic sales planning, leaders see it as a more advanced and adaptable approach that can be tailored to meet the organization's evolving needs. Benefits of Sales Planning Sales planning offers a bunch of perks for businesses. What is Revenue Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

The Charity CFO

JULY 2, 2024

If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security. Once you have a clear picture of your current operations, you can start prioritizing pain points.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

E78 Partners

NOVEMBER 15, 2024

By prioritizing operational efficiency, we uncover opportunities for improvement and growth, enhancing value for our clients and stakeholders. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Thought Leader

OCTOBER 16, 2024

From fiction as a mental escape to deep dives into leadership, health, and emerging technologies, CFOs featured on the CFO Thought Leader podcast in September shared a diverse range of book recommendations. McGuire finds the book especially helpful during busy times, such as year-end closings or strategic planning periods.

CFO 52

CFO Leadership Prioritization Strategic Planning 52

CFO Talks

MARCH 14, 2024

This transformation is driven by several factors, including rapid technological advancements, globalization, and an increasingly complex regulatory landscape. They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Charity CFO

JUNE 27, 2024

This process should include: Clarifying the vision, mission, and values of the organization Developing a strategic plan for the organization Establishing clear goals and objectives, such as defining nonprofit KPIs Defining and clarifying the goals and mission of your organization sets you up as a successful leader.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

E78 Partners

NOVEMBER 16, 2023

However, only 7% have adopted these technologies so far. Meanwhile, Deloitte Private’s 2023 Mid-market technology trends report reveals that AI has become the top tech investment priority for mid-market companies. The number of respondents identifying AI as their foremost priority has increased from 12% in 2021 to 40% in 2023.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

VCFO

JUNE 29, 2023

A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 67

Nonprofit Finance CFO Compliance 67

CFO Talks

JULY 23, 2024

The goal is to prioritize risks that have the highest potential impact on the organization. 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.

Risk Management 52

Risk Management CFO Compliance Communication 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

CFO Leadership

JANUARY 25, 2024

Our research indicates that many finance leaders are deploying procurement spending analyses, technology cost-containment approaches, and new assessments of organizational processes and performance. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

Our research indicates that many finance leaders are deploying procurement spending analyses, technology cost-containment approaches, and new assessments of organizational processes and performance. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Spreadym

JULY 3, 2023

It involves researching and collecting data on current trends in various domains such as technology, demographics, economics, politics, and social factors. This type of scenario planning is particularly useful for industries experiencing rapid technological advancements or undergoing significant transformations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Quantitative Analysis 52

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. Most recently Kate wore many hats at CABEM Technologies, where she managed a competency and compliance management system.

Compliance 52

Compliance Budgeting Data Analysis Prioritization 52

CFO Talks

OCTOBER 1, 2024

Role of Data and Technology: The potential of data as a strategic business asset, but underutilization in South Africa due to regulatory and economic barriers. Comparisons between South Africa and other countries, where open data initiatives and technology sectors are more advanced.

Leverage 52

Leverage Investments Economics Accounting 52

Planful

JULY 9, 2020

Dresner cites this as further evidence that organizations consider FP&A software to be an important technology across the organization rather than just a finance-oriented tool. . At Planful, we believe that executive teams today have an exciting opportunity ahead of them. Figure 23 – EPM planning priorities.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Cash Flow Forecasting Budgeting 40

Jedox Finance

NOVEMBER 18, 2021

Let’s take a look at the case of a project-driven company, such as a contract manufacturer: making decisions for or against a project based on the project calculation becomes easier, and less lucrative projects with longer delivery times can be down prioritized. More on this in Stage 4. Then you are in Stage 4 of the maturity model.

Forecasting 52

Forecasting Sales Planning Communication 52

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. BUCKLEY: Yeah.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Spreadym

JUNE 19, 2023

Categorize and prioritize your expenses to identify essential versus discretionary spending. The combination of spreadsheets technology and in-memory database helps to organize multiuser work on documents, upload fresh data in real time to reports and build updated analytics at any time.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO Talks

NOVEMBER 26, 2024

For a newly qualified accountant aspiring to become a CFO, mastering time management and strategic planning is essential. Strategic planning, meanwhile, is the foundation for leadership. I prioritize tasks by creating a structured schedule that allocates specific time blocks for work and personal activities.

CFO 98

CFO Leadership Finance Strategic Planning 98