Anaplan

MAY 5, 2021

The pandemic spotlighted growing challenges to demand planning practices. We have guidance on how to do better in the new reality.

Planning 105

Planning Forecasting 105

CFA Institute

MAY 18, 2021

"When no one owns a problem, it probably won't get solved.".

Communication 74

Communication Leadership Economics 74

Jedox Finance

MAY 7, 2021

Enjoying a scenic drive on a warm summer day offers an opportunity to enjoy the picturesque views ahead of you, and maybe even where to stop to take the best pictures. While the windshield of the car provides a view of what lies ahead, the rearview mirror allows you to look back to see where you’ve been. However, you can’t drive the car looking through the rearview mirror.

Business Analytics 69

Business Analytics Budgeting Forecasting Planning 69

Musings on Markets

MAY 24, 2021

As we approach the mid point of 2021, financial markets, for the most part, have had a good year so far. Looking at US equities, the S&P 500 is up about 11% and the NASDAQ about 5%, from start of the year levels, and the underperformance of the latter has led to a wave of stories about whether this is start of the long awaited comeback of value stocks, after a decade of lagging growth stocks.

Investments 55

Investments Treasury Currencies Marketing 55

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

Leverage

CSC Advisors

MAY 31, 2021

There is no question that the COVID-19 pandemic greatly influenced the future, and present, practices of businesses in the food and drinks industry. With fewer people going out, restaurants and bars faced fewer and fewer possible ways to make money for their businesses to thrive. Luckily, the Restaurant Revitalization Grant is coming. Are you eligible for the grant?

Planning 52

Planning Numbers Accounting Sales 52

Anaplan

MAY 19, 2021

To enable true digital transformation, CFOs should see themselves as business leaders first and finance heads second.

Finance 94

Finance 94

Planful

MAY 27, 2021

Jeff Ignacio, head of Revenue and Growth Operations at UpKeep, joined me on the Being Planful podcast to explain why and how he transitioned from FP&A to the operational side of Sales. At UpKeep, Jeff is part of a fast-growing company that’s helping hard-working technicians, facility managers, and maintenance teams become more productive. But how […].

Planning 52

Planning Sales 52

CFA Institute

MAY 27, 2021

Dividends and buybacks are poised for a comeback this year.

Performance Measuring 52

Performance Measuring Economics Investments 52

CFO Leadership

MAY 26, 2021

During the COVID pandemic, the world’s regulatory processes have finally become digitized. Old fashioned paper-based work has been replaced by online processes leading to greater efficiencies. However, digitalization also allows regulators worldwide to process large volumes of data using AI and related technology. As a result, the volume of information required to be reported has also dramatically increased, leading to an additional burden on hard-pressed businesses.

Leadership 52

Leadership CFO Compliance Accounting 52

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Finance

CFO Share

MAY 25, 2021

The news regularly has examples of corporate fraud – Wirecard defrauded the public by €1.9B, Matel defrauded of $3M by hackers, Fiat Chrysler salespeople orchestrated $8.7M in wire fraud. Business fraud is, unfortunately, everywhere. We hear about big corporate fraud all the time, but fraud is actually most common in small businesses. As a forensic accountant , I am often called into a “failing” business only to discover an employee is stealing all the profits!

Auditing 52

Auditing Accounting Manufacturing Invoicing 52

Castle Corporate Finance

MAY 25, 2021

Here at Castle, we believe that understanding your own personality style – or ‘leadership preferences’ – along with that of your colleagues, can improve business success. That is why the second part of our Perfect Fit series assesses your business leadership and directing style and the impact this can have on you as an owner and leader. CLICK HERE TO REVEAL YOUR LEADERSHIP STYLE.

Leadership 52

Leadership 52

Anaplan

MAY 10, 2021

AI-based forecasting tools can be intimidating and expensive. We offer tips for finding user-friendly tools to help you make smarter predictions, faster.

Forecasting 94

Forecasting 94

Planful

MAY 26, 2021

CFOs are increasingly optimistic about 2021, but experts warn that FP&A should remember the lessons learned during 2020. New risks are always right around the corner, and what worked in 2020—capturing and utilizing more data, with more advanced technologies, for faster and better decision making—will likely come in handy again soon. Finance is also collaborating […].

Planning 52

Planning Finance Technology 52

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Financial Data

CFA Institute

MAY 27, 2021

Why did the United States fail in its pandemic response?

Performance Measuring 52

Performance Measuring Risk Management Communication Leadership 52

The SaaS CFO

MAY 19, 2021

Almost everyone in SaaS has heard of the LTV to CAC ratio. And almost everyone has heard that we should target an LTV to CAC ratio of at least three. This was popularized (I believe) by the great content published by David Skok on SaaS metrics. But what does it mean to have an LTV […]. The post LTV to CAC Ratio of Three | Myth or Legend appeared first on The SaaS CFO.

CFO 52

CFO 52

Future CFO

MAY 17, 2021

Fujifilm Business Innovation Corporation, a leading provider in offering smarter ways to work with document-related solutions and services, was manually processing an average of 32,500 invoices each month, making billing and invoice tracking tedious and time consuming. Sending out monthly invoices took up to nine working days. This translated into cash flow issues for the company, as changes in customers’ addresses were not always updated and invoices wrongly addressed, resulting in late payment

Invoicing 52

Invoicing Compliance Accounting Finance 52

CFO Plans

MAY 14, 2021

by Casey Gillam, Sales Manger at CFO Plans Inc. If you’ve ever had your heartbroken, you may have been told, “There are plenty of fish in the sea.” As relationship advice goes, that doesn’t usually do much to make you feel better in the moment. But as business advice goes, this can be a game-changer when you realize the potential. Sustainably sourcing replenishing resources from the planet’s abundant supply to meet the demand of the market was exactly how Rob McAdam decided to build his company

CFO 52

CFO Planning Accounting Financial Reporting 52

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

Forecasting

Anaplan

MAY 27, 2021

Corporate finance is a more dynamic, influential career choice than in past decades. To thrive there, you need to be flexible, adaptable, and comfortable with ambiguity.

Finance 59

Finance Corporate Finance 59

Planful

MAY 19, 2021

We’ve worked with thousands of FP&A professionals over the years, at our customers and partners, and also internally, with the Finance experts who design and build our solutions and ensure the success of our ecosystem. Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its […].

Planning 52

Planning Finance 52

CFA Institute

MAY 23, 2021

What are some of the major misconceptions about women and investing?

Investments 52

Investments Communication Leadership Economics 52

PWC UK

MAY 12, 2021

by Camila Montagni Manager. Email +44 (0)7843 331625. More articles by Camila. As treasury leaders, when interacting with our teams and in my case my clients, can we truly say we are actively listening and understanding the exact meaning of what they are saying? I believe active listening will likely give us a clearer understanding of the true feelings and motivations to better enable us to build really trusting relationships.  These are a key component if we are to create an environment t

Treasury 52

Treasury 52

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounts Payable

Future CFO

MAY 17, 2021

Organisations are keenly aware of the important role data plays in the decision-making process; and much has been discussed about operating with a data-centric mindset. Acknowledging that terms such as Big Data and Artificial Intelligence (AI) exist is no longer enough. As firms strive to foster a data-centric mindset throughout the organisation, it grows clear that lacking a data strategy will likely hinder future growth.

Auditing 52

Auditing Pharmaceutical Finance Transportation 52

The CFO College

MAY 12, 2021

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice.

Education 52

Education CFO Investments Accounting 52

Anaplan

MAY 14, 2021

A new all-in-one solution addresses the consumer goods industry's multi-channel revenue planning challenges across multiple lines of business.

Planning 59

Planning Manufacturing Sales Marketing 59

Planful

MAY 17, 2021

Financial consolidation and financial reporting—be it year-end, quarterly, or monthly—usually come with stressors: You have to clamber to collect all the data, ensure your inputs are accurate, and handle the close and consolidation process by the deadline. The process is still complex and imperfect. As Mary Driscoll, APQC’s senior research director for financial management, said, […].

Financial Reporting 52

Financial Reporting Planning 52

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Reconciliations