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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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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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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India’s economy might shrink in Q2 as Covid cases surge

Future CFO

India’s economy may shrink in Q2 as the number of Covid-19 cases is on the rise. The country reported another 323,144 cases on Tuesday, and five straight days or record new daily cases, bringing the country’s cumulative infections to more than 17.6 million. Sonal Varma, India chief economist at Nomura , predicted that the country’s GDP would shrink about 1.5% in Q2.

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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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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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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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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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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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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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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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Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

CFA Institute

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

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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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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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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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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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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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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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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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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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When talking artificial intelligence, let’s clarify

Anaplan

Technologies that not long ago were science fiction are now mainstream—and the possibilities look exciting. But jumping into that future isn’t easy. It’s full of buzzwords: Artificial intelligence or AI. Machine learning. Predictive forecasting. Automated insights. Advanced analytics. Heard of them? Sure. But can you tell them apart? Some of these terms have been used […].

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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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ERC – Employee Retention Credit

A Fractional CFO

I’m going to keep this post short. Two questions for you. Was your business in any way shut down or limited in operations due to a government mandate in 2020, or Q1 or Q2 of 2021? Do you have employees? If the answer to both.

CFO 40
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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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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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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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Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

CFA Institute

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

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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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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.