April, 2021

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8 Most Common Myths Surrounding FP&A

Fpanda Club

Many FP&A professionals have faced the misunderstanding of the role of the FP&A function and its core activities in the company. Unfortunately, the existence and support of some of the misperceptions create a negative image of FP&A practitioners in the eyes of their colleagues and make the profession less attractive from the standpoint of graduates and young specialists.

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Why agile workforce planning is challenging

Anaplan

Learn about the value of and challenges in agile workforce planning from workforce planning experts across a broad range of industries.

Planning 122
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Trending Sources

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What Is Business Intelligence and How Does It Link to EPM?

Jedox Finance

Decision making is sometimes considered an art created and presented by managers. Good decision making should involve more than just a good artistic sense and strong intuition. It also needs to be based on insights from data. Effective decision-making must be based on data analysis, decisions (planning) and the execution and evaluation of the decisions and its impact (forecasting).

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Myth-Busting: Money Printing Must Create Inflation

CFA Institute

Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.

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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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3 FP&A Trends Shaping Our Digital Economy

Planful

Finance professors often teach that markets are working toward efficiency—that they’re linear. The reality? They’re bumpy roller coasters full of ups and downs. “Things are usually changing fast enough and people are imperfect enough that markets don’t always have it just right,” says Kevin Landis, CEO and CIO of Firsthand Capital Management and veteran technology […].

Finance 52

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The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. It takes hard work and dedication to sustain your own remote bookkeeping practice, but countless remote or virtual bookkeepers and accountants agree that the r

CFO 52
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What is Revenue Operations (RevOps)?

Anaplan

When sales, marketing, and customer service align for end-to-end customer connection, the payoff is streamlined operations and more revenue. .

Sales 105
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Rolling Forecasts: A Beginner’s Guide to Continuous Performance Management

Jedox Finance

What happens when your business plans don’t turn out as thought? To avoid this situation forecasting helps you to be aware of future developments and trends at an earlier time. In this guide we show you what rolling forecasts are, when they really make sense and how you can implement them successfully into your business.

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Joachim Klement, CFA: Three Geo-Economics Trends to Watch

CFA Institute

The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.

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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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When Is It OK to Prioritize Business Growth Over Business Debt?

Planful

If you’re in finance, your instinct likely tells you to always protect the money—and your gut’s not completely wrong. But business debt isn’t always a bad thing. It’s not uncommon for high-growth companies to use debt financing to achieve positive cash-flow status and fund business expansion. In 2019, global corporate debt held by non-financial corporations […].

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Coming out Stronger: CFOs as chief resiliency officers

Future CFO

The pandemic has put chief financial officers in the spotlight. No longer just finance stewards, they have taken on more proactive roles in steering the company forward. This has led to new calls for financial transparency, faster data sharing, and having the ability to create new models and explore multiple scenarios quickly. To address these new needs, CFOs are helping to accelerate digital transformation.

CFO 52
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Equipment Lease vs. Loan: Which is Right For You?

Commercial Credit Group

When considering an equipment acquisition for your business, you may have wondered, “Should I choose a lease or a loan?” Depending on your industry, the type of equipment you intend to acquire, and your business needs, a loan may be a better option over a lease. So, what’s the difference?

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Wondering about a new FP&A platform? Check out what customers say

Anaplan

Anaplan was recognized as a Customers’ Choice in the Gartner 2021 Peer Insights Voice of the Customer for Cloud FP&A Solutions report, based on user reviews and Gartner evaluation.

Finance 103
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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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Planning with Excel

Jedox Finance

Although Excel is a great tool which offers numerous features that provide a lot of functionality, it still has limitations that deny users the growth and capabilities now available to finance professionals. Learn how to enhance your planning in Excel.

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Book Review: Valuation

CFA Institute

The authors set out the core principles of valuation and offer a guide to measuring a company's value.

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Empathy in FP&A: Stacy Brown, Senior Manager at UHY Consulting, on the Being Planful Podcast

Planful

Stacy Brown, Senior Manager at UHY Consulting, joined me on the Being Planful podcast to talk about empathy, FP&A, and technology. UHY is an implementation specialist focused on creating sustainable and transformational change for their clients. The company is also a Planful partner. In this episode, Stacy and I explore how her training in Finance […].

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Treating the top 3 pain points of spend management

Future CFO

Spend management touches every step of the procure-to-pay (P2P) cycle. Poorly managed spend-related activities, characterised with manual processes, will inevitably lead to overspending, low visibility and other major challenges. Fortunately, a solution is available today to address these problems head on. This Esker eBook identifies the top three pain points associated with current spend management practices and explores how a holistic, AI-driven P2P automation solution can help alleviate these

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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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10 Reasons to Hire A Fractional CFO

A Fractional CFO

By Tony Fremarek | A Fractional CFO, LLC A CFO is responsible for managing the financial operations of a business, this includes accounting, financial reporting, cash management, budgeting, maintaining controls, capital structure issues, and financing. Additionally, the CFO is involved in strategic planning and financial.

CFO 40
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How to modernize the finance department: Put people first

Anaplan

Digital transformation has opened the door to powerful new ways finance can assess and understand the business, surface insights and opportunities, enable more informed decisions, and contribute measurable business value. This entails systematic changes to the organization’s operating model. Transformational finance leaders are eager to start streamlining business processes and adding new capabilities to analyze […].

Finance 103
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Human Resource Planning: 5 Critical Steps to Keep in Mind

Jedox Finance

The process of ensuring that an organization's human resource requirements are identified, and plans are established to meet those requirements is known as human resources planning. Defining HR planning is one thing; having the process run smoothly and efficiently is quite another. For HR planning, there are two approaches to responsibility: one is central planning, where the HR department [.

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SPACs: An Uncorrelated Asset Class?

CFA Institute

Do special-purpose acquisition companies (SPACs) offer any diversification benefits?

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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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Being Planful: Helpful FP&A Resources

Planful

The world really has changed, and now most CFOs are talking less about what’s changed and more about how to leverage that change. Data continues to be the logical key to success. But, finding ways to use your growing mountains of data continues to boil down to continued digital transformation, the harnessing of artificial intelligence, […]. The post Being Planful: Helpful FP&A Resources appeared first on Planful.

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Pandemic separates the readiest innovators from the rest

Future CFO

The pandemic separates the readiest innovators from the rest, said BCG recently when releasing its report titled Most Innovative Companies 2021: Overcoming the Innovation Readiness Gap. Pharma companies performed strongly this year, joining technology and software companies that have dominated the rankings in recent years, according to the report. The survey — on which the report is based — also identified strong regional variations in the innovation readiness of companies, with China and the US

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Revenue Recognition

Proformative

(Cutting Edge) is a monthly magazine that has been on the market for 18 months.

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The role of data in digital transformation

Anaplan

Finance leaders who champion digital transformation can make their department a strategic powerhouse.

Finance 102
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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.