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

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

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

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

Corporate Financial Weekly Digest

MAY 28, 2021

After approximately 16 years of publication, today is our final official edition of Corporate & Financial Weekly Digest. On behalf of our attorneys, editors and all of our authors, we are proud to have been a reliable source on trending legal issues. Please stay tuned, as Katten will continue to provide timely, educational updates to our clients and subscribers via advisories and other future publications.

Education 52

Education 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

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

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

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.

Accounting

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

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

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

Future CFO

MAY 16, 2021

While CFOs surveyed recently by Gartner are likely to invest in AI, they need to adopt a different AI approach to reap the benefits of the technology, said Gartner recently. The firm’s survey of 300 CFOs and finance leaders in May 2020 indicate that 90% of respondents anticipate investing “more, less, or the same amount” in AI since the pandemic. To get the full benefits, and thus competitive advantage, from such investments CFOs must look beyond projects that only aim to modernise the function,

Finance 52

Finance Investments Technology Sales 52

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.

Accounting

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

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

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

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

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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.

Reconciliations

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

Future CFO

MAY 16, 2021

Cash is king especially in times of crisis. Since 2020, businesses in Asia have looked more closely on their financial position, especially cash flow, as they face the uncertainties of 2021. Esker’s Taylor Bucker writes that having a clear understanding of cashflow, the processes that establish it and how to effectively manage it is imperative for any organization’s financial health.

Accounting 52

Accounting Credit Risk Invoicing Finance 52

CFO Share

MAY 11, 2021

Every day in the news you can read about inflation fears : supply shortages, price increases, stock prices tumbling… And while big papers talk about the NASDAQ and CPI, the question that’s more interesting to me as a fractional CFO is: what does inflation mean for small businesses? In this article, we will explore the cause of inflation, its effects on small businesses, and what you as a business owner should do to turn financial pressure into growth opportunities.

Manufacturing 52

Manufacturing Forecasting CFO Investments 52

Creative CFP

MAY 9, 2021

Since this series is primarily concerned with the question "What is money?" it’s necessary that we at least have a general historical perspective of humanity’s relationship with money. What money have we used in the past, and how has it changed as humanity came into contact with successively superior forms of money? We weren't always using rands and dollars.

Currencies 52

Currencies Transportation Treasury Technology 52

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

Sales

Castle Corporate Finance

MAY 10, 2021

Whether at work or in our personal lives, there are those people whose presence we enjoy; there are those with whom we ‘jog along’… And then there are those others – those we might actively avoid. You know who I mean, don’t you!? People seem to fall into three broad categories known as the ‘Radiators’, the ‘Rocks’, and the ‘Drains’. These descriptors hint at the effect they have on us: either providing us with vitality; being passive and immovable; or depleting our energy reserves.

52

52

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

Commercial Credit Group

MAY 10, 2021

Industries, such as construction, manufacturing, transportation, or waste hauling, that rely on revenue generating equipment are very capital intensive and have a lot of equity tied up in that equipment. Refinancing the equipment can have major benefits to the cash flow and business operations of a company. The top five reasons to refinance equipment are: Lower monthly payments.

Construction 52

Construction Transportation Manufacturing 52

Future CFO

MAY 16, 2021

Trading on credit has become necessary for companies looking to drive sales and improve their competitive advantage. Today, the majority of B2B invoices issued worldwide involves trade credit, however, an invoice on credit is at risk of payment delay. For businesses looking to secure their cashflow it is essential that they optimise their credit and collections process and minimise customer risk.

Invoicing 52

Invoicing B2B Securities Sales 52

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.

Marketing