September, 2021

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Where Can FP&A Career Path Take You?

Fpanda Club

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis. The emerging FP&A practice steps out of the shadow of other finance functions becoming a standalone entity which involves its own mission, goals, organization, proce

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Sales Performance Management: Connecting the dots to xP&A

Jedox Finance

Do you remember when a scanner, printer, copier, and fax machine used to all be separate devices? While that wouldn’t make much sense these days, think about revenue planning, data, and processes. Does it make sense to have a complete separation between your company goals, sales reps targets, and compensation models? In this blog post, we’ll look at how you connect the dots between Sales Performance Management and xP&A.

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The ESG Movement: The "Goodness" Gravy Train Rolls On!

Musings on Markets

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to companies, investors and society. In the year since, I have heard from many on the topic, and while there are some who agreed with me on the internal inconsistencies in its arguments, there were quite a few who disagreed with me.

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Hamsters Spinning Wheels

Corporate Finance

Early critics of the efficient market hypothesis claimed incorrectly that market efficiency meant that a monkey throwing darts at a list of stocks was just as good an investment strategy as any other. Now we have hamsters spinning wheels. Mr Goxx, a hamster, makes cryptocurrency investments by spinning a wheel. Two men in Germany have created a cage in which Mr.

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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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4 Ways To Get the Most Out of Planful Perform 2021 (And All Other Virtual Events)

Planful

Remember the old days when you just went out in public? Ah, good times. But, for now, virtual and online events remain the best alternative. While we’d so much rather be with you in person at Planful Perform 2021, virtual is how we’re helping finance and accounting professionals Accelerate Now. So how can you get […]. The post 4 Ways To Get the Most Out of Planful Perform 2021 (And All Other Virtual Events) appeared first on Planful.

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Everything You Should Know About the Outsourced CFO

CFO Network

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. However, it’s not uncommon for a business to not have the resources to keep a CFO in-house. Instead, companies often work with an outsourced CFO to fill this role. Not quite sure if it’s right for you?

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Today’s Business Budgeting; Can Your Spreadsheet Software Keep Up

Centage

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly. Accounting has evolved quite a bit since the early days of double-entry systems and general ledgers.

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Perpetual Debt Is Already Here

CFA Institute

The costs and risks associated with debt have shifted from the borrower to the lender.

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Rockin' In The Free Markets

Corporate Finance

Investors have been looking for alternative investments and will be able to invest in a guitar from an alternative metal band. Gibson is using Rally to sell ownership of collectible guitars. The company recently sold 13,000 pieces of a guitar owned by Guns N' Roses guitarist Slash for $5 each. Of course, the company did not cut up the guitar, but sold a fractional share.

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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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How to Build Shareholder Trust with Reliable Financial Reports

Planful

In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company. In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that […].

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Segment Reporting Requirements, Insights, and Tips From the Pros

Embark With Us

Investors aren’t looking for high-level overviews from your financial reporting. They want you to dig deep and get some accounting dirt underneath your nails. Because the view from 30,000 feet might look nice in headlines, but it doesn’t drive fully informed decision-making for the investing public.

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Understanding Outsourced Accounting?

CFO Network

Did you know that outsourcing can save your business money ? It’s true! Outsourcing business functions like accounting can save you time and money. If you’ve been wanting to learn more about how outsourced accounting can actually save your business money, we’ve put together the ultimate guide. Keep reading to learn more about outsourced accounting and how outsourcing this business element can improve your overall business operations.

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Are Your People Ready? Why Change Management is a Must for xP&A

Collectiv

Adapting to xP&A (Extended Planning and Analysis, or what we call FP&A 2.0 ) means more than adopting new technology. For accounting and finance teams to successfully become trusted advisors in their enterprise, they must start viewing their role in a whole new way. Change management is essential when introducing any new technology or tool, but maybe not for the reasons that you think.

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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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Passive Funds and “Do No Harm” Are Not Synonymous

CFA Institute

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

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Bonds May Save Reefs

Corporate Finance

Belize is well-known for its coral reefs and scuba diving, including the Great Blue Hole , which Jacques Cousteau called one the five best dive sites in the world. Now, Belize may help save its coral reefs through bonds. Belize has a "superbond" outstanding, which is a combination of previous bond restructurings. The par value of $572 billion is part of Belize's 133 percent debt-to-GDP ratio, which the International Monetary Fund has stated is unsustainable.

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Much-Needed Principles of Risk Management for a Changing World

Planful

Traditionally, finance teams have always worked on-premises, either due to security risks or limited access to data. But that was in a world before COVID-19. Now, the future of finance is looking remote—61% of financial services CFOs say “they plan to make remote work permanent for roles that allow it.” As your finance teams look […].

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The top 10 in-demand shared services skills in the finance function

Future CFO

There are 10 most sough-after shared services skills in the finance and accounting function in the past year, said Gartner recently. “Looking for the top finance shared services skills in the same place as everyone else is costly,” said Jessica Kranish, senior principal, research, Gartner. “It’s important to understand there are locations where these top skills are in abundant supply without a high salary premium, and to consider these locations when setting up a shared service centre.” .

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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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Importance of Benchmarking and Reporting

CFO Network

There’s no question that technology has changed the way we do business. One of the biggest advantages of technology for business owners is the ability to use data for business improvement. Data allows business owners to look at their operations objectively and make improvements where needed. However, effectively using data isn’t always easy.

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Goals, Strategies & Annual Planning: The Future of Business is Personal

ProCFO Partners

Shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the “ Great Resignation ”, new energy on diversity in the workplace, and employees embracing a more personal, relationship-driven work experience, the modern business leader and business must adapt not only to keep up, but to lead.

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Book Review: Beyond Diversification

CFA Institute

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

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SPAC Issuance Slows

Corporate Finance

Early in the year, SPACs were all the rage as a way to sidestep the IPO process. In January, 97 SPACs went public compared to 27 IPOs. In July , there were only 32 SPACs compared to 57 IPOs. In fact, many SPAC investors are selling their shares or redeeming shares when a deal is announced. Reasons for the slowdown in SPACs are increased SEC scrutiny and the fact that 438 SPACs that had raised over $130 billion combined have yet to find a merger partner.

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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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Trintech: Exclusive Perform 2021 Platinum Sponsor Brings Finance and Accounting Together

Planful

The breadth and depth of finance and accounting professionals, thought leaders, and technical experts speaking at Planful Perform 2021 continues to expand. This virtual conference brings these talented people together to help you Accelerate Now, especially in the face of an increasingly dynamic economic environment. Perform 2021 is happening September 14-15, and you can register […].

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CIO-CFO partnership: tech leaders help expedite finance transformation strategies

Future CFO

CIO-CFO partnership is important as tech leaders are helping to lead finance transformation while shifting strategies to meet evolving business and technology demands, said Workday and Deloitte recently when releasing a joint survey of more than 600 executives worldwide. Survey results indicate that 70% of CIOs surveyed having accelerated their finance transformation strategies by at least a year.

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How ‘Passport’ built a back-office to match their continuous growth

CFO Plans

By Casey Gillam, Sales Manager @ CFO Plans Inc. We are living in a time in the US where you can start to feel hungry, pull out an electronic device from your pocket, choose a few pictures, and have almost any food you’re craving delivered right to your front door in about 30 minutes. Amazing. Consider the struggles of the lives of your ancestors. Consider the effort and energy that used to go into that process.

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What Should Be Included in SaaS COGS

The SaaS CFO

What should I include in SaaS cost of goods sold (COGS)? This is a very common question from SaaS founders and finance teams. It’s also an important question and something that you need to get right. The proper coding of SaaS COGS versus operating expenses (OpEx) is important for many reasons. First, we must understand […]. The post What Should Be Included in SaaS COGS appeared first on The SaaS CFO.

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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.