CFO Plans

DECEMBER 16, 2024

Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services.

Accounting 52

Accounting CFO Leadership Prioritization 52

Fpanda Club

JANUARY 23, 2025

Such tasks as reconciling accounts, monthly closing, preparing financial statements are part of the accounting cycle and are typically managed by accounting departments. This misunderstanding often leads them to make requests that are outside the FP&A scope, such as transactional accounting tasks or detailed data pulls.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Nerd's Eye View

MARCH 5, 2025

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. As a result, integrating digital assets into estate plans has become a crucial part of an advisor's process.

Planning 69

Planning Accounting Securities Banking 69

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Plans

JANUARY 6, 2025

To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embrace this change. Start your financial journey with expert guidance from CFO Plans. Develop a comprehensive onboarding plan that aligns with your solopreneur growth strategies.

Planning 52

Planning Budgeting CFO Leverage 52

The Charity CFO

JANUARY 22, 2025

Many nonprofit leaders think accounting belongs solely to their CFO or accountant. If youre a particularly small organization, it may even be the CEO who wrangles an accounting spreadsheet every once in a while. Why Shared Financial Responsibility Matters A single CEO, CFO or accountant should not hold all financial knowledge.

Nonprofit 52

Nonprofit Leadership Accounting Budgeting 52

Nerd's Eye View

MARCH 24, 2025

For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!

Planning 52

Planning Communication Benchmarking Construction 52

CFO Dive

SEPTEMBER 20, 2022

Financial executives said controllers are not fully equipped to take on a bigger role in strategic planning, according to a survey by Deloitte and the Institute of Management Accountants.

Strategic Planning 286

Strategic Planning Accounting Planning 286

CFO Dive

APRIL 12, 2023

Back in September, the Big Four accounting firm announced plans to split its auditing and consulting arms into two entities. Now, ‘Project Everest’ has been halted.

Auditing 269

Auditing Accounting Firms Accounting Planning 269

CFO Talks

JANUARY 15, 2025

Vision to Reality: How to Turn Organisational Goals into Achievable Plans Every organisation has a visiona statement of purpose and a picture of the future it strives to create. Your unique perspective on finance and strategy places you at the center of turning big-picture ideas into achievable plans that drive the business forward.

Planning 52

Planning Budgeting CFO Communication 52

CFO Dive

APRIL 28, 2022

Eighty-eight percent of CFOs at private-equity backed companies surveyed said they underestimated the time it would take to migrate financial and accounting processes to a state-of-the-art enterprise resource planning system (ERP) and software stack.

CFO 269

CFO Accounting Planning 269

Lime Light

MARCH 13, 2025

The True Cost of Spreadsheet Errors Spreadsheets have long been the foundation of financial planning and analysis (FP&A) for businesses. They are used for everything from budgeting and forecasting to tax reporting and financial close processes.

Financial Planning and Analysis (FP&A) 52

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

CFO Dive

JUNE 14, 2023

EY’s planned split, announced in September, collapsed as the accounting giant continues to go through layoffs and other troubles culminating now in an early exit from their CEO.

Accounting 256

Accounting Planning 256

Navigator SAP

AUGUST 12, 2022

Enterprise resource planning software, with its ability to manage production, planning, purchasing, accounting, manufacturing, sales, distribution, customer service, and every other aspect of business, used to be a privilege reserved only for big corporations.

SAP 246

SAP Manufacturing Sales Planning 246

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Navigator SAP

JUNE 25, 2024

The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. Navigator Business Solutions has been named to Bob Scott’s Top 100 VARs for 2024.

Sales 219

Sales Accounting Planning 219

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Planning 59

Planning Leadership Leverage Sales 59

Global Finance

JANUARY 2, 2025

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. Lev: One important element of successful due diligence is to look at the accounting.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

Navigator SAP

DECEMBER 22, 2023

Automation is the original value proposition of computers, and 50 years later there still is a lot of low-hanging fruit when it comes to freeing up employee time with the help of automation. This is especially true when it comes to financial management.

Accounting 238

Accounting Planning 238

The Charity CFO

OCTOBER 1, 2024

On today’s episode Jennifer and Tosha will cover the concept of vision-directed strategic planning, non-profit life cycles, and how to build a sustainable organization. Vision Directed Strategic Planning We quickly learn from Jennifer how she cultivates a vision for an organization and what this truly means for their future outlook.

Strategic Planning 98

Strategic Planning Nonprofit Planning Leadership 98

Global Finance

JANUARY 31, 2025

Heavy polluting industries like steel, aluminium and metal sectors will source their electricity from these benign nuclear power reactors as per plans. The sector accounts for a measly 8180 MW or just two percent of Indias power capacities. State-owned Nuclear Power Corporation of India Ltd.

Investments 113

Investments Budgeting Finance Accounting 113

CFO Talks

NOVEMBER 14, 2024

Without strong relationships, even the most well-planned strategies can face obstacles, from miscommunication within teams to missed opportunities with clients and investors. Within finance teams, it’s about ensuring accountability and transparency. Transparency creates a sense of shared purpose and accountability.

CFO 97

CFO Communication Construction Finance 97

Nerd's Eye View

SEPTEMBER 11, 2024

Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. But the SECURE 2.0

Accounting 98

Accounting Securities Planning 98

Nerd's Eye View

FEBRUARY 12, 2025

While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented.

Securities 98

Securities Planning Accounting 98

Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? These tools cannot replace governmental accountability, which establishes comparable standards and internalizes the external costs of business activities, such as carbon emissions. Daniel Wild, chief sustainability officer at J.

Investments 104

Investments Valuation Education Banking 104

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. The FP&A function is often seen as accountants or controllers rather than strategic partners.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Navigator SAP

JULY 8, 2022

SAP Business One is one of the premier enterprise resource planning (ERP) software solutions for small-to-medium-sized businesses. Created by SAP, the world’s largest maker of ERP software, it integrates and automates every aspect of your business—financial and accounting, operations, human resources, customer service, and more.

SAP 231

SAP Investments Accounting Planning 231

Nerd's Eye View

AUGUST 7, 2024

Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among their beneficiaries, without regard to the nature of each individual asset.

Planning 98

Planning Accounting 98

CFO Thought Leader

DECEMBER 24, 2024

Instead of focusing solely on near-term investor demands, CFOs must structure financial planning like a marathonmapping out sustainable growth through transparent scenario planning that accounts for macro uncertainties. First, he stresses that long-term efficiency must guide strategy.

CFO 52

CFO Finance Planning Accounting 52

Nerd's Eye View

DECEMBER 17, 2024

In this episode, we talk in-depth about the moment of realization Fran had when she line-itemed out the annual costs of operating under her previous broker-dealer and discovered that it added up to $500,000 per year (or 25% of her revenue) when accounting for grid payouts, technology fees, and the cost of their trading platform, how Fran's desire to (..)

Compliance 98

Compliance Planning Accounting Technology 98

Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. In the table below, we compare the changes in regional market capitalizations (in $ millions) over time.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

CFO Talks

NOVEMBER 21, 2024

I then applied for a Junior Accountant position and pursued further studies to support that career shift. For a newly qualified accountant aiming to become a CFO, there are several key skills that are essential to develop. My career began as an admin clerk and bookkeeper, roles that left me feeling unfulfilled.

CFO 98

CFO Leadership Communication Problem Solving 98

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. This doesn't necessarily translate to job losses, but rather a shift in required skills.

Finance 69

Finance Communication Leadership Profit and Loss 69

The Finance Weekly

OCTOBER 30, 2024

One of the major trends in this space is the ability to connect bank accounts seamlessly, providing real-time visibility into your financial status. Datarails Datarails Cash Management is an all-in-one financial planning platform designed to make cash management easy for businesses of all sizes.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Global Finance

DECEMBER 10, 2024

Under our Boubyan 2028 plan, we will continue scaling our core businesses and products in addition to exploring strategic partnerships with the goal of producing significant shareholder value and growth. GF: What are some of the key developments within Islamic finance?

Finance 94

Finance Banking Investments Accounting 94

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52