Digital capabilities and mobile technologies are changing the way financial services firms worldwide are doing business. Credit unions should be no exception. Fully leveraging this consumer-led digital transformation may seem like a near-impossible …
Using the Constellation Business Hierarchy of Needs as a framework, this report highlights the key shifts in the role. Conversations with more than 100 innovative finance leaders indicate the trends that postmodern CFOs will face in 2018. By year’s end…
This guide to growing your business will dig into the definition of each business stage, the range of funding typically acquired, the stakeholders involved and the goals to achieve before moving into the next phase.Request Free!
CFOs do need clear vision and technology to help them juggle new balls in the finance ecosystem: regulatory changes, artificial intelligence and blockchain. Finance must add these balls to its mix while still juggling its “traditional” responsibilities…
Gone are the days when hedge funds or real estate holdings in a retirement portfolio were considered unusual. According to Investment News’ Alternatives in the Mainstream report, average allocations to alternatives could increase from 10% to 14% …
Yesterday’s “sensible” blend of bonds, equities and cash isn’t necessarily considered a well-diversified portfolio by financial advisors today. Given the unexpected correlation of equity and bond markets to the 2007-2009 downtur…
Finding ways to capitalize on industry transformations and the opportunities they represent should be incorporated into your organization’s strategic planning efforts. Not only does a strategic planning process help your organization to define bi…
Download a template created by finance expert and Microsoft Excel MrExcel.com forum master Jason Yablinsky. Jason is known throughout the spreadsheet community as one of the best problem solvers for rookie and expert Excel users alike. To use …
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s relationship to the controller role must evolve as well. Sp…
Think that’s complicated? Now add frequent change to the equation. A monthly financial check-in isn’t good enough for today’s CFO. You need the agility to make decisions at a moment’s notice—and those decisions must be bas…
