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. This requires educating board members and other stakeholders about the nuances of the problem area.

Nonprofit 52

Nonprofit Strategic Planning Problem Solving Education 52

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. billion in revenue. The game is the product that drives fans at Starbucks.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance 64

Finance Forecasting CFO Compliance 64

CFO Talks

APRIL 17, 2025

These tools are not about fancy visuals; they are about surfacing the right insight at the right moment to inform strategic choices. Technology as an Enabler, Not the Destination Digital finance transformation remains a boardroom prioritybut its not about technology for its own sake. This is not about being conservative.

CFO 52

CFO Compliance Finance Currencies 52

CFO News

DECEMBER 16, 2024

As businesses gear up for 2025, TCI Group CFO Ashish Tiwari outlines the evolving role of CFOs, emphasising strategic planning, risk management, and technological proficiency as essential skills for future leadership.

Strategic Planning 40

Strategic Planning Risk Management Planning Leadership 40

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

Planful

JUNE 17, 2021

But not every CFO thrives in the strategic planning side of their role. Many finance leaders confuse financial planning with strategic planning. But when it comes to strategic planning components, CFOs shouldn’t be in a pure finance mindset. Strategic Planning Component #1: Revenue.

Strategic Planning 40

Strategic Planning Financial Planning and Analysis (FP&A) Planning CFO 40

Future CFO

FEBRUARY 3, 2025

The accountancy profession is at a pivotal crossroads as it grapples with significant challenges going forward, with technological advancements and shifting workforce dynamics in the driver's seat. Yet, rather than replacing accountants, AI redefines their roles, allowing them to focus on strategic decision-making and value creation.

Accounting 64

Accounting Education CFO Finance 64

E78 Partners

NOVEMBER 15, 2024

This evaluation aids in developing a strategic plan that improves the company’s performance and optimizes returns for investors. This emphasis can assist in identifying new methods and technologies that promote operational greatness.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

Global Finance

DECEMBER 6, 2024

Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. This includes regular security audits, investing in advanced technologies, and educating themselves and their teams about best practices. Frame: It requires a balance of technology and human touch. Frame: Its crucial.

Banking 52

Banking Communication Strategic Planning Leverage 52

Global Finance

MARCH 21, 2025

Geopolitics is no longer just a threatits a strategic variable. From great-power competition to technological shifts and a fractured trade order, todays volatility is reshaping global business. Clearly thats front and center of any CFOs agenda.

CFO 71

CFO Risk Management Finance Strategic Planning 71

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Embracing Emerging Trends in Financial Planning As the financial services industry evolves, embracing emerging trends becomes imperative.

CFO 52

CFO Cost Management Leverage Planning 52

PYMNTS

FEBRUARY 5, 2018

Business payments company Bottomline Technologies released its FY Q2 earnings data late last week, posting $63.2 We continue to execute against our strategic plan and deliver strong results,” the company’s President and CEO Rob Eberle said in a statement. million in subscription and transaction revenues. million, up 10 percent.

Technology 40

Technology GAAP Strategic Planning B2B 40

Spreadym

MARCH 12, 2023

Categorization is important because it helps company define items for planning and budgeting more easily. Most of companies for their strategic planning or long-term budgeting don’t need very detailed structure of the assortment of goods. It’s rather then enough to aggregate it on more general level.

Budgeting 52

Budgeting Technology Planning Strategic Planning 52

CFO Plans

MARCH 10, 2025

Establishing clear payment terms, offering early payment incentives, and utilizing innovative technology to streamline invoicing are crucial measures. Leveraging Technology for Financial Efficiency Incorporating technology and digital tools into financial operations is increasingly important.

Economics 52

Economics CFO Risk Management Leverage 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

PYMNTS

MAY 2, 2019

Bottomline Technologies on Thursday (May 2) posted a 12 percent year-over-year gain in subscription and transaction revenue for the payment services provider’s fiscal third quarter 2019, which ended March 31. Those revenues hit $75.5 million, according to Bottomline’s latest financial release. Overall revenue reached $106.4

Technology 43

Technology Accounts Payable Strategic Planning Leadership 43

CFO Plans

FEBRUARY 9, 2025

Imagine a vineyard investing in technology for seasonal demand forecasting. Financial Impact of Seasonal Slowdowns and Strategic Planning Seasonal slowdowns can hit a business’s bottom line hard, but with smart planning, their effects can be softened.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

CFO Talks

NOVEMBER 29, 2024

Let’s start with this: Gas de Cameroon is recognized for its use of advanced extraction technologies, which offer significant operational advantages but often come with substantial upfront costs. From digital tools for financial analysis to technologies that improve operational efficiency, staying ahead of the curve will be key.

Finance 98

Finance Profit and Loss CFO Leadership 98

Jedox Finance

SEPTEMBER 29, 2021

Creating cross-functional planning and analytical skills, extending the traditional scope of financial planning is known as xP&A. This term, set by Gartner, overlooks financial and non-financial business processes, data, and technology tools. In this eBook about 360° Planning you can learn more about the shift to xP&A.

Financial Planning and Analysis (FP&A) 124

Financial Planning and Analysis (FP&A) Sales Forecasting Reconciliations 124

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

Jedox Finance

JUNE 26, 2019

In addition, finance needs to work in tandem with the company’s digital plans. Digital leadership is deployed throughout a company, creating an IT strategic plan including data management practices. CFOs need to deploy technology to free up people to move into the analysis and insight positions in FP&A.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

VCFO

MAY 30, 2024

To what extent am I navigating by intuition and feeling as opposed to a well-formed strategic plan? They also seek out expertise that can challenge and/or confirm their views, provide valuable recommendations, and support strategic planning for how to move forward. This takes us back to calibration.

Strategic Planning 91

Strategic Planning Planning Benchmarking Leadership 91

Future CFO

DECEMBER 15, 2024

Afternoons are a mix of strategic planning sessions and deep dives into emerging technologies, particularly Generative AI. These professionals sit at the intersection of strategic decision-making and operational excellence, making them critical to an organisations success. Lunch is a quick but mindful break.

Leadership 52

Leadership Strategic Planning Finance Risk Management 52

CFO Simplified

DECEMBER 6, 2024

It is the coordination of manufacturing, organization of outbound processing, and the use of modern technology that assures that products get to customers when they are needed. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. Technology keeps changing, and there are so many vendors and products that can be quite confusing," noted a delegate to the roundtable.

Investments 52

Investments Profit and Loss Securities Risk Management 52

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Strategic Planning 72

Strategic Planning Cash Management Planning Investments 72

CFO Leadership

DECEMBER 12, 2022

CFOs make pivotal contributions to remodeling the organizations’ talent and technology investments, designing and implementing supply chain transformation, guiding ESG strategy and reporting, fortifying cybersecurity, and helping the enterprise contend with soaring inflation and rising interest rates.

Finance 98

Finance Leadership Strategic Planning CFO 98

CFO Thought Leader

NOVEMBER 24, 2024

The Israeli autonomous vehicle technology company had gone public two years earlier, and Shemesh saw the opportunity to grow within an innovative tech company. “I For those unfamiliar, Mobileye started 20 years ago by developing a simple solution for driving assist systems, which formed the basis for life-saving technology.

CFO 52

CFO Finance Manufacturing Technology 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

Future CFO

JUNE 10, 2024

Iain MacLennan , head of trade and supply chain finance at Finastra , believes that digitalisation is a transformative force across businesses, as it redefines how they engage, operate, and innovate through integrating advanced technologies like artificial intelligence or blockchain.

Finance 90

Finance Compliance Communication Strategic Planning 90

Fpanda Club

MARCH 28, 2021

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers.

Forecasting 130

Forecasting Budgeting General Ledger Finance 130

Future CFO

MAY 26, 2024

I have been working in the technology industry for over 30 years, and I am grateful for the fantastic journey and digital acceleration that I have seen during my career. This approach not only enhances strategic planning and decision-making but also fosters cross-functional collaboration, adding significant value and meaning to our work.

Leadership 98

Leadership Strategic Planning Forecasting CFO 98

PYMNTS

FEBRUARY 10, 2020

He handled all aspects of payment operations, including strategic planning, innovation and risk management. We see the speed of technology progress rising at an exponential rate, and consumer adoption getting faster. He joins PSCU from Bank-Fund Staff FCU in Washington, D.C., where he served as vice president of payments.

Leadership 84

Leadership Strategic Planning Risk Management Planning 84

PYMNTS

MAY 2, 2019

Ixaris said it is working with Banking Circle , a financial services infrastructure company, where the latter’s Virtual IBAN technology will help streamline cross-border payments within the travel space. Also in the U.K.,

Banking 78

Banking Strategic Planning Currencies Financial Systems 78

Jedox Finance

JANUARY 23, 2020

How does EPM fit within a business’s existing technology architecture? Enterprise performance management (EPM) is the set of business practices, processes and tools that allow organizations to better plan and evaluate their strategic goals and their tactical execution to track performance and success of the organization.

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88