March, 2021

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50 Shades of FP&A Maturity

Fpanda Club

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. Unfortunately, 75% of time of FP&A teams is still allocated to data gathering and process administration.

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Demystifying AI- and ML-based forecasting

Anaplan

The terms “artificial intelligence” (AI) and “machine learning” (ML) often bring about split reactions. On one side of the spectrum, there are the proponents eagerly waiting to see how AI and ML can revolutionize our business and the way we operate. On the other side sit the skeptics—those who fear these technologies will eliminate jobs […].

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Trending Sources

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What are data silos and why are they a problem?

Jedox Finance

In this blog post, we’ll look at data silos, how they emerge and the problems they can cause within an organization. We’ll also discuss some approaches to resolving the silos, and most importantly, why it’s vital to success in the long run. A data silo typically consists of stored data that is not available to the entire organization, but only to some parts of it, such as departments, teams, or even individual employees, and is thus siloed within the organization.

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How to Manage Inflation Risk: The Local Inflation Factor

CFA Institute

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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SaaS R&D Tax Credit | What Founders Need to Know

The SaaS CFO

Taxes! It can be a scary subject both personally and for your business. As a CFO, I don’t like to bend the rules. Who wants to be audited? But what if I could tell you about a tax credit that was almost custom made for US-based SaaS companies? It’s called the R&D (research and development) […]. The post SaaS R&D Tax Credit | What Founders Need to Know appeared first on The SaaS CFO.

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8 Forms of Waste in Finance Processes (Lean Approach in Finance)

Fpanda Club

Assessing efficiency of businesses, projects and processes, the finance function does not always set an example in terms of best productivity. There is always a room for process optimization in which lean approach can help by focusing on value maximization while minimizing efforts. The evolution of the finance function results in new roles of finance professionals as strategic co-pilots and process and performance management experts.

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COVID uncovered retail’s cracks: Lessons learned

Anaplan

COVID-19 alone did not create the challenges retailers are facing. Instead, it laid bare and exacerbated some long-simmering problems – which won’t simply vanish when things get “back to normal.” However, there is a silver lining. A recent survey by McKinsey and Company found that 71 percent of retail executives agree that changes brought about […].

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Effective Grant Writing Strategies for Nonprofit Companies

Capital CFO LLC

When a nonprofit company engages a firm to assist them with effective grant writing strategies, they take the burden off their shoulders and put the most competitive grant proposal forward. […]. The post Effective Grant Writing Strategies for Nonprofit Companies appeared first on Capital CFO.

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Capitalism Is Dead, Long Live Debtism

CFA Institute

Should a loan that one neither intends nor is required to repay be considered debt or equity?

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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MIT TRI – New business models, big opportunity for planning in 2021

Future CFO

In 2020, businesses and leadership took a ‘hold your post’ position to ride the disruption. This 2021, businesses are ready to move beyond resilience and recovery and capture growth. To succeed corporate execs and finance professionals plan to take advantage of emerging technology. Scott Brown, senior vice president of finance at tech distributor Mouser Electronics said: “Whether it’s software, hardware or automation, we are investing in state-of-the-art solutions and systems to help us work sma

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Automating Decentralized Planning in Manufacturing

Jedox Finance

Mid-market and enterprise manufacturers often operate multiple plants in more than one country. A planning and budgeting process that is supported only by Excel results in hundreds, if not thousands, of spreadsheets being sent back and forth. This results in lower accuracy, takes up valuable time, and is generally frustrating for every finance professional that [.

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Everything You Wanted to Know about FP&A Best Practices

Fpanda Club

The finance function now plays a crucial role in many organizations supporting and driving effective business decisions, and this is exactly the responsibility of FP&A standing at the crossroads of finance, strategy and technology to leverage data and generate insights. Many finance and FP&A leaders are now facing transformational projects trying to find the future shape of the FP&A organization.

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Adopt rolling forecasts and roll with the punches

Anaplan

Most people who labor through months-long annual financial planning cycles would admit the process is broken. It’s time-consuming, labor-intensive, and inflexible. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. We simply can’t foresee a crisis or seize new opportunities 12 months in advance.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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Interest Rates, Earning Growth and Equity Value: Investment Implications

Musings on Markets

The first quarter of 2021 has been, for the most part, a good time for equity markets, but there have been surprises. The first has been the steep rise in treasury rates in the last twelve weeks, as investors reassess expected economic growth over the rest of the year and worry about inflation. The second has been a shift within equity markets, a "rotation" in Wall Street terms, as the winners from last year underperformed the losers in the first quarter, raising questions about whether this shi

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Myth-Busting: Earnings Don’t Matter Much for Stock Returns

CFA Institute

The relationship between earnings and equity returns is more illusion than reality.

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Challenges and opportunities in the automation of accounts payables

Future CFO

Prior to 2020, we heard discussions about the importance of automation to the finance function. Rather than stalling transformation efforts as it has done with most other operations of many businesses, the COVID-19 pandemic accelerated company-wide digital transformation initiatives. Within the finance function, departments like accounts payables got a renewed sense of urgency to transform following recognition that the pandemic crisis we are experiencing may not be a one-off occurrence and that

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What is a 12 Month Rolling Forecast?

CFO Share

A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month forecast adds one month to the forecast period each time a month is closed so that you are continuously forecasting for 12 months. This enables continuous planning of future performance based on actual performance.

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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From M&A to FP&A: Keith Kim, Planful’s VP of Finance, on the Being Planful Podcast

Planful

Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast. Keith has an interesting career, starting in investment banking and eventually moving into FP&A. During that time, he’s worked at some of the biggest names in technology and has been deeply involved in mergers and acquisitions. In […]. The post From M&A to FP&A: Keith Kim, Planful’s VP of Finance, on the Being Planful Podcast appeared first on Planful.

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The path to becoming a transformational finance leader

Anaplan

The path to becoming a leader in corporate finance used to be straightforward. You’d major in something like finance, economics, or accounting, get a junior position in one of a few tracks, and stay there for 10-20 years, probably earning an MBA or CPA along the way. You’d steadily gain more experience and seniority, and […].

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New software patches for CS Lucas TMS

CS Lucas

Our treasury management system uses a multitude of embedded software to support our solution, and from time to time, security vulnerabilities are discovered within these products. These products release patches to resolve or mitigate security vulnerabilities found in their software which are announced via email security bulletins. We keep up-to-date on these bulletins; log relevant vulnerabilities, perform a risk assessment and decide if and when the patches will be applied to our TMS – an

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COVID-19 and 17 May: Tax Day Considerations for Clients

CFA Institute

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Boardroom indifferent about cyberattack increases in Asia

Future CFO

While nearly 70% of Asia Pacific organisations suffered a cyberattack in 2020 — an increase of 36% from 2019, 59% of businesses said that their cybersecurity budget is below where it needs to be, said Sophos recently when releasing results of a study of 900 business decision makers across Asia Pacific and Japan, Survey highlights. Of these successful breaches, 55% of companies rated the loss of data as either “very serious” (24%) or “serious” (31%).

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PPP Loan Forgiveness

A Fractional CFO

Did your business receive a PPP loan last year. Now is the time to make sure you apply for forgiveness. Make sure you chose the right form, and based upon the size of your loan, make sure you have the right documentation to support the.

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What is a Rolling Forecast and Is It Right for Your Business?

Planful

Modern FP&A teams are automating the rolling forecast process and ditching the outdated static forecasting method. Long ago, the FP&A forecasting process moved from a static forecast exercise to dynamic advantage. Trying to adapt to changing business needs requires the ability to quickly move money and resources to areas where they’ll do the most good. […].

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Navigate dangerous curves nimbly with rolling forecasts

Anaplan

Most people who labor through months-long annual financial planning cycles would admit the process is broken. It’s time-consuming, labor-intensive, and inflexible. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. We simply can’t foresee a crisis or seize new opportunities 12 months in advance.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.