Boston Startup CFO

SEPTEMBER 9, 2015

For many startups, the short answer is “no.” Some startups can create their own 409A valuation report for $0 using a DIY 409A calculator. Few regulations are more annoying to early-stage entrepreneurs than IRC 409A. This regulation requires that stock options be issued with a strike price equal to or above the value of common stock. This means that all startups — no matter how early the stage — must have a business valuation performed before issuing stock options to justify their choice of strik

Valuation 52

Valuation Startups Compliance Auditing 52

Planful

SEPTEMBER 25, 2015

1. Choose the Right EPM System. Selecting an EPM system that doesn’t meet your current and future needs is short-sighted and can lead to the need to replace the system within a few years. When evaluating and selecting an EPM system, organizations need to consider their current as well as future requirements. Ask yourself the following questions; Will we need to heavily customize the system to meet our immediate needs?

Finance 40

Finance Compliance Forecasting CFO 40

Planful

SEPTEMBER 23, 2015

Despite some advances in the application of new costing techniques such as activity-based costing, are management accountants adequately satisfying the needs of managers and employee teams for decision-based cost information? Or is the gap widening? That is, are the accountants still just counting the beans, or are they helping to grow the beans? There is a difference between what management accountants report and what managers and employee teams want.

Accounting 40

Accounting Business Analytics Valuation Economics 40

Planful

SEPTEMBER 15, 2015

When you’re first getting started, ensure that your EPM system is designed for high performance and scalability and that you won’t outgrow your next EPM system. A mistake that many organizations make is selecting an entry-level EPM solution that meets current requirements but provides limited functionality and scalability to meet future ones. The system is quickly outgrown.

Budgeting 40

Budgeting Leverage Startups Finance 40

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

Investments

Planful

SEPTEMBER 10, 2015

While on the surface it may sound like these software systems overlap in terms of features and functionality, these are entirely separate types of systems. Which is most useful? Which is easier to implement? Which will deliver the most value for the expenditures of time, money, and effort? Defining and Describing Enterprise Resource Planning. What is ERP?

Planning 40

Planning General Ledger Accounts Payable Budgeting 40