- FInEx AmeriEuro Summit 2025 Summary
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- In this summary from the FinEx AmeriEuro Summit Jess Dewell and Steve Rosvold recap messages from an All-Star cast of speakers who explored the dynamic world of finance with these themes; Talent (Dave Bookbinder, Julie Winkle Giulioni, Solange Charas and Stacy Colbert), Agile Finance (Andrew Lee, Paul Barnhurst, Dan Crumb and Jesper Hybholt Sorensen) , AI (Anna Tiomina, John Down, Nathan Bell and Glenn Hopper), Data & Analytics (Gary Cokins, Gianluca Bisceglie, Prashanth Southekal and Tobias Zwingmann) , Risk Management (Jurgen Feist, Aliyah Abdullah, Tiffany Couch and David Safeer) and The Evolving Role of the CFO (Andy Burrows, Michelle Kvello, Sue Rosen and Steve Rosvold)
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Take Assessment Watch Video- The Importance of Planning and Forecasting in Business Intelligence
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- The planning (i.e., budgeting and forecasting) process for most organizations is long and tedious and occurs on an annual basis, at least. The annual planning cycle is simply not responsive enough to change for most organizations. In recent times, companies have moved to rolling forecasts and driver-based planning to improve forecast accuracy.
- CFO Ed Talk: Do You Know What the Income Trap Is? You’d Better.
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- If you could increase your income, would it solve a lot of problems? Focusing solely on income is a trap and could put your business at risk. It’s not what you make, it’s what you keep. - Joe Connors, Vice President Relationship Banking Officer
Governance & Controls – structure and controls.
Transaction Recording – systems, transaction processing and closing the books.
Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.
Accounting
Business Planning - provide the financial roadmap for the company with supporting analytics.
Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.
Investment Analysis - the framework to analyze new opportunities as they present themselves.
Finance
Cash Management - the discipline to ensure cash is available to operate the business normally.
Funding - Planning for and raising funds to meet the needs of the business.
Risk Management – Identification and mitigation of key business risks.
Treasury
Self-Awareness - Internal.
Team Building - External.
Strategy & Culture – Motivate people to follow you.
Leadership
Four Pillars of Executive Expertise
CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:
Accounting – Governance & Controls, Transaction Recording and Reporting
Finance – Business Planning, Financial Forecasting and Investment Analysis
Treasury – Cash Management, Funding (Capital Raising) and Risk Management
Leadership – Self Awareness, Team Building and Strategy & Culture
