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. Unfortunately, 75% of time of FP&A teams is still allocated to data gathering and process administration.
Anaplan
MARCH 15, 2021
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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Jedox Finance
MARCH 11, 2021
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.
The SaaS CFO
MARCH 23, 2021
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.
Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting
Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical
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CS Lucas
MARCH 30, 2021
CS Lucas has launched a new Treasury Management System designed to ensure the reliance upon spreadsheets in treasury is eliminated. We believe that treasurers should be working with the best tools available to them in order to perform to industry standard. That is why we have developed CS Lucas Essentials. . CS Lucas Essentials is our new, cost effective treasury management solution that will provide treasurers with quick access to an industry proven and matured system.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Fpanda Club
MARCH 14, 2021
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.
Anaplan
MARCH 8, 2021
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 […].
Capital CFO LLC
MARCH 29, 2021
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.
Jedox Finance
MARCH 25, 2021
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 [.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Musings on Markets
MARCH 25, 2021
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
Future CFO
MARCH 29, 2021
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%).
Fpanda Club
MARCH 1, 2021
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.
Anaplan
MARCH 1, 2021
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.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Planful
MARCH 24, 2021
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. […].
CFO Share
MARCH 23, 2021
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.
CS Lucas
MARCH 18, 2021
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
Future CFO
MARCH 28, 2021
The internal audit function faced both declining budgets and a significantly expanded workload in 2020, according to Gartner survey of 299 internal audit organisations in 2020. For many heads of audit, it’s not clear where the extra capacity is going to come from, said Margaret Moore Porter, managing vice president in the Gartner Audit practice. “It’s clear the pandemic has created and heightened risks that need audit oversight, but there is a real danger of the function being overwhelmed unless
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
A Fractional CFO
MARCH 17, 2021
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.
Anaplan
MARCH 28, 2021
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 […].
Planful
MARCH 23, 2021
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.
CFO Share
MARCH 16, 2021
Most small businesses need some form of debt to function efficiently (with a few exceptions, such as venture-backed software companies.) Proper levels of debt not only improve company liquidity but also increase shareholder returns, allowing faster cash cycles and investment to grow your business. But too much debt, like an excess of anything in life, introduces a host of problems that often precipitate or exacerbating a liquidity crisis. .
Speaker: David Warren and Kevin O’Neill Stoll
Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng
CSC Advisors
MARCH 14, 2021
By mid-summer of 2020, nearly $380 billion was given to organizations through Paycheck Protection Program loans. How much did your business receive from this government help? You are not alone if it took you months to secure money from PPP round one, and now some are eligible for drawing from round two. This process continues to remain overwhelming to a small business owner worried about their business.
Future CFO
MARCH 29, 2021
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
A Fractional CFO
MARCH 12, 2021
CFO Tony Fremarek discusses the impact of The American Rescue Plan Act of 2021 on business owners. The last relief bills have contained a number of programs to help small businesses, and business in general. What’s in this plan for business? The answer may surprise.
Anaplan
MARCH 1, 2021
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.
Speaker: Mark Stovel
When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.
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