February, 2021

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4 Emerging Roles of Finance Professionals

Fpanda Club

Fast-changing environment of the digital age requires not only rapid adaptation of business but also of the finance function, which leads to the evolving responsibilities and roles of the finance professionals. Today’s digital era is known as a turbulent environment with constant changes which forces companies to be extremely nimble to mitigate risks and, what is more important, to identify and capture opportunities.

Finance 130
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Get More out Your CRM: Tips for Better Sales Forecasting

Jedox Finance

The need to understand how to best manage the relationships a business has with its customers is not a new concept. Managing basic information such as who your customers are, where they are located, and what they want to buy was around long before the advent of desktop computers and the Internet. However, forecasting or predicting how much your customers want to buy or how well a business would perform in the future was much more difficult to achieve way back then.

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5 Things To Watch In The Changing CPG Landscape

PYMNTS

The consumer packaged goods (CPG) industry had a banner year in 2020, as homebound consumers upped their consumption of toilet paper, paper towels, cleaning supplies, canned goods, laundry detergent and snack foods. But what happens in 2021, as the vaccine gets out into circulation and consumers start getting back out there — returning to their offices, going out to eat and even hopping on airplanes and traveling to new destinations?

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Five Critical Reports to Manage Your SaaS Business

The SaaS CFO

There are hundreds of reports that we could create to manage our SaaS businesses. In fact, I’m sure our CRM, accounting, and BI systems are littered with reports that no longer see the light of day. With so much data trapped in our SaaS business, it can be extremely hard to limit our focus to […].

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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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Seven Qualities of a Successful Transformation Leader

Anaplan

Digital transformation efforts have taken on a new urgency to help businesses drive performance with agility. Especially now, with condensed project timelines and teams scattered due to remote work, these transformation projects need a strong leader who can rally cross-functional teams around operational execution and financial performance. Whether you’re a finance leader heading up a […].

Finance 105

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Are You Happy Working in Finance?

Fpanda Club

Young people usually choose their career in finance as it seems to be rather easy to measure success: there is a beaten path from an entry-level accountant/auditor or financial analyst to finance manager and later to CFO. But with all this professional success going with a bunch of certifications and high salary, the real question that comes up is whether it is possible to be happy at work?

Finance 130
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How Unified Planning Helps Retailers Get Data Under Control

Jedox Finance

Heading into the 2020s and beyond, leading retailers are now moving to integrate their finance, operations and other core systems into unified decision-making platforms to conduct all their reporting, planning and analyses essential to driving sales, demand and growth. We spoke to Accent Group’s William Micati about their digital transformation journey.

Retail 59
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Healthcare Rx: Flexible Payment Systems Drive Positive Patient Experience

PYMNTS

Although the U.S. healthcare system is lauded for providing the best, most advanced care in the world, when it comes to the payments practices being used with much of that industry, honorable mention might be a more fitting rank. This, despite the fact that consumers are not only accustomed to modern, seamless payments in almost every aspect of their lives, but studies show 1 in 4 patients say they’d switch to another provider or doctor that offered more payment options and a better patient expe

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Aswath Damodaran on the COVID Crucible: A Play in Three Acts

CFA Institute

"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script.".

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Breaking down the organizational silos between CFO and CHRO | Anaplan

Anaplan

Traditionally, the CFO organization and the HR department have operated independently of each other. Any cross-overs have been in finite, well-defined functions: managing overtime costs, regulatory compliance, taxes, and so forth. The Chief HR Officer (CHRO) or Chief People Officer (CPO) looks at a company from the lens of organizational structure and reporting hierarchy; the […].

CFO 105
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Finance likely to invest in four emerging technologies

Future CFO

Finance functions are likely to invest in four emerging technologies, according to a Gartner survey of 167 finance organisations conducted last November. While cloud enterprise resource planning (ERP) is the most favoured choice, other likely areas for investment include advanced data analytics, data storage, and robotic process automation (RPA), according to the advisory firm.

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Did you put the Right Person in the Right Role?

A Fractional CFO

Tony Fremarek of A Fractional CFO and Thomas Herman of CRO Executive RoundTable engage in a discussion around the Right Person for the Right Role. In small to mid-sized businesses, a hiring miss can be detrimental. It is also important to make sure that you.

CFO 52
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Regent Assay advise IDE Vision on the acquisition of the MPSII Macular Pigment Screener from Elektron Eye Technology

Regent Assay

Regent Assay has advised on the acquisition of the business and assets from Elektron Eye Technology by IDE Vision. The principal asset acquired is the MPSII, which was the world’s first commercially viable, patent-protected macular pigment measurement device which is used to determine the state of the macular pigment and has been shown to indicate the level of risk of a person developing Aged Related Macular Degeneration.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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VisaNet +AI Adds Predictive Element To Processing And Settlements

PYMNTS

Within financial services, artificial intelligence (AI) is typically deployed in various efforts to identify and stop fraud. But advanced technologies can also be leveraged to help financial institutions (FIs) operate more efficiently, improving the end-to-end payments experience for their consumers. It’s that holistic approach that has driven Visa ’s expanded AI initiative announced Tuesday (Feb. 2).

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Quickly assessing the maturity of your treasury and cash activities

PWC UK

by Thomas Knudsen Senior Manager. Email +44 (0)7595 850102. More articles by Thomas. I have a challenge for the treasury community. After the past year can you, as a treasury professional, say with a reasonable amount of confidence that you have a treasury set-up that is robust and effective? Can you also say that you do not have material challenges monitoring and managing your cash and risks?

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What is Anaplan? And how does it exemplify Connected Planning?

Anaplan

The planning disconnect Every time a new year rolls around, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you […].

Planning 105
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Singaporean firms confident about longer-term recovery 

Future CFO

Singapore firms are more confident about a longer-term business recovery than a short-term rebound, a study by Workday revealed. Two-thirds of businesses (66%) are not confident in their business recovery prospects for the first quarter of 2021, but 76% say they are more confident over the next 12 months, said the company. Study highlights. 46% of Singaporean industries are still struggling to manage business disruption. 62% of companies said that it would take over four days to resolve a signif

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Back to Basics with Reconciliations

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.

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4 Simple Steps to Building a Pricing Model (and Getting Paid What You’re Worth)

The CFO College

Properly quoting (and collecting) accounting fees can be an overwhelming hurdle for many bookkeepers, especially those just opening up their own practice. If you don’t have a pricing system in place, you run the risk of undercutting your value and inviting potential clients to hire a cheaper (or automated) option. Fortunately, that overwhelm you may be feeling can be easily dissolved with a few tips and reassessment of your value.

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Maximize Your Second Draw From The Paycheck Protection Program! The Trusted CFO Solutions Team Is Ready to Help!

https://trustedcfosolutions.com/feed/

Did you miss out on relief funds during the first round of PPP? We have good news! On January 13th, 2021, Congress opened up $285 billion for PPP2 (Paycheck Protection Program) funding making it possible for you to strengthen your business with available financial funding of 2.5x to 3.5x your monthly payroll in a 100% forgivable loan. PPP2 Program Updates.

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GM’s Electric Vehicle Makeover Reverberates Far Beyond Detroit

PYMNTS

Beneath a banner proclaiming “Zero Crashes, Zero Emissions, Zero Congestion,” General Motors’ CEO Mary Barra announced her company’s plan to produce 100 percent electric vehicles by 2035, the most sweeping overhaul of any major global automaker in the history of the industry. While the wisdom and strategy can be debated, there is no arguing the fact that GM’s decision to wean itself — and the world — off of fossil fuels will have tectonic effects that will be felt far beyond Detroit, and will ta

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Decisions, decisions!

Castle Corporate Finance

To ‘decide’ on something is to arrive at a conclusion after consideration – to choose one option, perhaps out of many that you have been pondering; one root of the word means to cut or kill off! And that can be a daunting thing when it comes to our business decisions: once we decide – we’re committed! Of course, it’s not just in business – pretty much whatever we do in life, we have choices.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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How to combine agility and resiliency to drive business

Anaplan

Looking back on 2020, every company was forced to be more agile to quickly respond and adapt to unprecedented conditions. For example, almost every retailer rapidly offered curb-side pickup; shifted inventories for consumers working-from-home; started selling masks and hand sanitizer; and more. But the cost of being so agile cuts into profitability.

Retail 104
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Mitigating financial fraud risk with data analytics

Future CFO

At the launch of a recent report examining the effectiveness of financial fraud risk management, Julie Bell Lindsay - the Executive Director at the Center for Audit Quality — was quoted as saying that “the risk of financial statement fraud at public companies is real, and that risk has only increased during the pandemic.”. The risks associated with financial fraud that modern CFOs face today is particularly high.

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The Melting Ice Cube Series - Part 1 - Holding Cash: A Melting Ice Cube

Creative CFP

Two young fish are swimming along when they happen to meet an older fish swimming the other way, who nods at them and says "Morning, boys. How's the water?" The two young fish swim on for a bit, and then eventually one of them looks over at the other and says, "What on earth is water?” The moral of the story is that we do not always understand the fundamental nature of things that surround us every day.

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Three ways you can use cash forecasting to future proof your business

CS Lucas

Cash forecasting has and always will be a practice that successful businesses utilise to stay ahead of unprecedented events. COVID-19 created a level of financial strain that businesses could not have accounted for. In times like these, keeping a close eye on your cash flow, monitoring your position and having a clear view of your finances will help future proof your organisation.

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Solve Your Firm's Automation Complexities Once and For All

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.