Simply Treasury
AUGUST 26, 2021
The treasurer is one of the people in finance who is sitting on the largest amount of data, and this is not likely to stop, as his role is growing. How do you make good use of this data and what are the pitfalls you have to face? Like salmons in rivers, we need to swim upstream to find the best way to optimize this incredible but too often untapped asset.
Corporate Finance
AUGUST 26, 2021
The issuance of green muni bonds is a small part of the overall muni bond market, but the segment is growing. In 2012, $2 billion of green munis were issued, but that grew to $234 billion in 2020 and a projected $375 billion in 2021. Although green corporate bonds can be used for a variety of investments, green muni bonds are often used to fund clean power, water, and sewage systems.
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Planful
AUGUST 31, 2021
I’m Planful’s Chief Customer Officer (CCO). This means I have a responsibility for doing everything possible to create a consistent, value-focused customer experience, from the first time they interact with our brand to their continued retention as a loyal and satisfied customer. I’ve been deeply entrenched in this work for over 20 years and have […].
CFO Leadership
AUGUST 12, 2021
Meet Our First 10 Ascend Honorees. The CFO Leadership Council proudly highlights our very first ten Diversity, Equity, and Inclusion Ascend Honorees! Launched in December 2020 as part of our Diversity, Equity & Inclusion initiative, Ascend honorees are carefully selected for their outstanding contributions within and outside their organizations.
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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CFO Share
AUGUST 5, 2021
If you are in the cannabis business you are probably familiar with IRS 280E tax code. This tax code punishes you for selling a controlled substance by prohibiting most business expense deductions, increasing your income tax by 20x in some cases! Your strategic business forecasting must include proper considerations for section 280E – this is essential to planning cash flow and avoiding catastrophic tax bills at year-end.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Future CFO
AUGUST 9, 2021
Deal making in the Asia Pacific region is experiencing a boom in 2021. In Q1 2021, Mergers and Acquisitions (M&A) activity in APAC-ex Japan was up by 55%, the highest level since 2015. PwC ’s M&A 2020 Review and 2021 Outlook , reported a similar observation in China with M&A activities up 30% to US$733.8 billion in 2020, the highest since 2016, driven by strong state and government investment support.
Corporate Finance
AUGUST 25, 2021
China has recently asserted more control over private companies in that country. Now, the SEC is threatening to not approve new company listings for companies based in China and possibly delist currently listed NYSE and Nasdaq companies based in China. Most Chinese companies do give direct ownership, but often use the variable interest entity structure (VIE).
Jedox Finance
AUGUST 13, 2021
No role in the company has undergone a bigger development than the role of the CFO. From bean counter to business partner, the same development has flowed through the finance function: from cost center to profit driver. These are at least the developments that external stakeholders are demanding from Finance and the CFO. However, the global pandemic has revealed that we are not there yet.
Planful
AUGUST 26, 2021
This September 14-15, we’ll join Planful customers, partners, industry thought leaders, and hopefully you, as we kick off Planful Perform 2021. Register now for this FREE and virtual finance and accounting conference. Perform 2021 will bring us together around our theme this year: Accelerate Now. It’s especially relevant as uncertainty continues to surround us.
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.
Anaplan
AUGUST 3, 2021
What’s in the cards for Oracle Hyperion customers that switch to Anaplan for Finance? We see benefits. Lots of benefits.
The CFO College
AUGUST 31, 2021
Startups tend to operate on shaky ground. Look at the facts: 82% of small businesses fail due to poor cash flow. 90% of startups will fail - period. From the moment a CEO starts pouring time and money into an idea, a rock-solid financial foundation is key to increasing the odds of success. If company owners don’t have a realistic view of their financials and are not set up for capital raising, reports, and tax prep, their dream may fade away before they ever get a chance to open their door
CFA Institute
AUGUST 24, 2021
Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.
Corporate Finance
AUGUST 25, 2021
Fidelity Investments recently hired Gilbert Haddad to head the company's decision science area. The data gathered from the new initiative is ".really like applying behavioral finance and behavioral science to understand” what the portfolio managers and analysts are good at or not. The data will also be used to "help them understand their own biases" in the investments made by the manager to help them avoid bad behavioral decisions.
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.
Future CFO
AUGUST 24, 2021
Chasing zero in the finance world? Yes, you heard it right. It does make sense to chase a zero in finance world when it comes to sustainability. And there is a need to create a world of zero emissions, zero waste and zero inequality and report it adequately. Considering my finance background, I will discuss the importance of sustainability from a CFO perspective, especially why it is important for CFOs and how they are in the best position to drive sustainability within their organisations.
Planful
AUGUST 25, 2021
The economy is steaming ahead, but it’s going so fast that workforce planning, talent gaps, and the logistics of hybrid work environments have become key talking points in FP&A circles. While companies continue to cut back on office space, they’re also struggling to find talent amid a surge in hiring that’s also pulling current employees […].
Anaplan
AUGUST 25, 2021
Chart a course through uncertainty with an effective scenario planning process.
The SaaS CFO
AUGUST 2, 2021
I speak with many SaaS teams who do not have a CFO or finance team yet. The focus is on product, go-to-market, and building out your team to support revenue delivery. Then, you’re at several million of ARR and realize that you can’t manage your business with just your bank account and poorly formatted and/or […]. The post The Role of the SaaS CFO appeared first on The SaaS CFO.
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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.
CFA Institute
AUGUST 17, 2021
Diversification is just as critical to career portfolios as it is to investment portfolios.
Corporate Finance
AUGUST 21, 2021
If you are not familiar with a Ponzi scheme , it is generally a fraud in which early investors are paid out from contributions made by later investors. The Ponzi scheme usually ends when new investments dry up. A recent article on CFO.com highlights how to avoid a Ponzi scheme. We would like to make sure you read one particular concept, that is, "high returns with little or no risk.
CFO Leadership
AUGUST 2, 2021
One of the more forward thinking financial executives, Ranu Sharma, Head of International O&T Finance, Vocalink recently shared her insights with Jack McCullough. Jack is President & Founder, CFO Leadership Council and Senior Contributor to Forbes CFO Network. His recent interview is below. One of the more forward thinking financial executives I have met is Ranu Sharma , the head of international operations and technology finance at Vocalink, a MasterCard company.
Planful
AUGUST 3, 2021
When it comes to financial forecasting, you might find yourself in a reality different from the one you predicted in your last forecast—despite spending most of your time trying to get it right. Coupled with the time-consuming nature of the process, starting from scratch after having poured through tremendous historical data can be exhausting. “Only […].
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
Anaplan
AUGUST 18, 2021
Gartner calls it xP&A. We’ve been calling it Connected Planning since 2017.
Future CFO
AUGUST 31, 2021
Phishing attacks on employees have increased in 70% of Singaporean organisations, said Sophos recently when releasing a report. In addition, the vast majority (70%) of all IT teams globally said the number of phishing emails hitting their employees increased during 2020, according to the report, adding that this rose to 82% globally of IT teams in organisations that had been struck by ransomware during the year.
CFA Institute
AUGUST 2, 2021
Rob Arnott, Joyce Chang, and Louis-Vincent Gave offer their perspectives on the policy landscape and its implications for investment strategy.
Corporate Finance
AUGUST 18, 2021
Back in December, the Nasdaq approved a diversity requirement for the boards of companies listed on that exchange. Every company must have at least one female board member and one from an underrepresented minority. If a company fails to do so, it must explain in writing why it does not. Now, the SEC has approved the new policy. The NYSE has an Advisory Board aimed at connecting diverse candidates with open board positions, although there is no specific diversity requirement.
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.
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