Simply Treasury

JUNE 3, 2021

Download the White Paper here

Treasury 130

Treasury 130

Jedox Finance

JUNE 24, 2021

In the age of digitization, the value creation processes of companies are experiencing fundamental changes. This also affects the go-to-market processes in particular for the marketing and sales functions. In this blog, we discuss these changes and their implications for successful operations. For at least two decades now, the Internet has enabled customers to be increasingly better informed, and the next supplier somewhere in the world is just a click away.

Sales 116

Sales Marketing Planning Forecasting 116

Anaplan

JUNE 1, 2021

Businesses are preparing for a post-pandemic boom. They cannot afford HR to be reactive and disconnected as they plan the workforces they’ll need.

Planning 114

Planning 114

Corporate Finance

JUNE 11, 2021

Many of you are probably familiar with near instantaneous money transfers using Venmo or Paypal. And while we discussed next-day ACH transactions in the textbook, in 2017, an interbank payment system was unveiled, the real-time payment (RTP) network. While only 130 banks out of the more than 9,600 financial institutions in the U.S. have adopted the system, these adopting banks cover 60 percent of demand deposit checking and savings accounts.

Banking 100

Banking Accounting 100

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

https://trustedcfosolutions.com/feed/

JUNE 15, 2021

Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all. [link]. As the CFO, there’s always some shiny new toy being pitched by the, wait for it – CRO, CTO, CMO & PM. Technology has entered a new frontier, moving from the Age of Information to the Age of Answers. If you’re like other CFOs, you probably want a good dashboard to monitor KPIs & a tool that lets you visualize data across the firm.

General Ledger 57

General Ledger CFO Financial Data Budgeting 57

Simply Treasury

JUNE 3, 2021

Every year, EACT launches a treasury survey to identify top priorities for Corporates. It also aims at identifying challenges corporate treasurers of MNC’s are facing and technological innovations they intend to implement. As this survey is the first one post-COVID, it was interesting to see whether those priorities have changed and if they did why.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

CFA Institute

JUNE 22, 2021

Bitcoin and cryptos are not suitable for all investors, but the world of digital assets may be more than a passing fad.

Performance Measuring 54

Performance Measuring Economics Investments 54

Anaplan

JUNE 2, 2021

What happens to “planning on the go” when people aren’t going anywhere? In this blog, we take a look at the path to mobile planning, how mobile trends and technology changed over the past year, and where its future is headed.

Planning 105

Planning Technology 105

Future CFO

JUNE 30, 2021

Let’s continue with the last five of the top 10 security misperceptions today. To revisit or view the first half of the top 10 security misperceptions, you can check them out here. These misperceptions need to be understood not only by the IT function, but also senior executives such as the CFO to protect an organisation from financial losses and reputation damage brought by security incidents.

Securities 52

Securities CFO Technology Numbers 52

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Planful

JUNE 30, 2021

David Smith, founder and principal at InFlow Analysis, joined me on the Being Planful podcast to discuss why it’s so important to bring Human Resources and Finance together to enable continued collaboration, hybrid work, and most importantly, empathy. Dave started InFlow Analysis after a long career at Gartner and a stint at Aragon Research. From […].

Planning 52

Planning Finance 52

Castle Corporate Finance

JUNE 28, 2021

Many organisations promote their best operatives and expect them to be good leaders. Some are; but many simply don’t know how to lead. In these cases, the company has just lost a good operative and gained a bad leader. Double whammy! Perhaps the answer is to train new leaders in ‘leadership’. Well, there’s nothing wrong with increasing awareness and discovering tools and techniques.

Leadership 52

Leadership Education 52

Simply Treasury

JUNE 3, 2021

Delay in FX hedging, accounting treatment. The accounting treatment of currency hedging (timing) mismatches remains a major problem that has become more acute in the wake of the health crisis. Many companies have suffered from the effects of the crisis and the drop in their sales, or sometimes they have simply experienced delays in delivery from their suppliers or payment from their customers.

IFRS 130

IFRS Foreign Exchange Currencies Profit and Loss 130

CFA Institute

JUNE 21, 2021

What role might catastrophe bonds, or cat bonds, play in a diversified portfolio?

Performance Measuring 54

Performance Measuring Economics Investments 54

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

Anaplan

JUNE 11, 2021

Effective annual budgets aren’t just top-down initiatives to allot spending and set production targets. Done right, they can embody corporate priorities and spur growth.

Budgeting 105

Budgeting Finance 105

Future CFO

JUNE 29, 2021

There are top 10 security misperceptions, said Sophos. According to the firm, those misperceptions were encountered by its rapid response team in the past months when neutralising and investigating cyberattacks in a wide range of organisations. . Half of the misperceptions are as follows. We'll continue with the other half tomorrow. It’s time to debunk these security myths and save your company from not only financial loss but also reputation damage.

Securities 52

Securities Accounting Technology 52

Commercial Credit Group

JUNE 25, 2021

WasteExpo is getting back to business this year - the live, in-person conference is scheduled for June 28th - 30th in Las Vegas. WasteExpo is the leading event in North America for waste, recycling and organics professionals from the private and public sector.

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52

Accountancy Today

JUNE 23, 2021

Manolete, an insolvency litigation financing company, has announced the appointment of Lord Howard Leigh of Hurley as senior independent director and chairman designate succeeding Peter Bertram who will retire. Leigh is a qualified chartered accountant, he set up Cavendish Corporate Finance LLP in 1988 and still remains a senior partner. In 2000, he was appointed as the chairman of the faculty of corporate finance of the Institute of Chartered Accountants in England and Wales (ICAEW).

Corporate Finance 52

Corporate Finance Leadership Finance Accounting 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

CFO Share

JUNE 21, 2021

Do you stay awake at night wondering why your business is running out of cash? Have you grown your sales only to see your costs rise equally? Is your bookkeeper so busy they can barely keep up? There are many symptoms of fraud which can be easily confused with general business challenges like poor cost management. Can you tell the difference? Keep in mind neither financial statement audits nor tax accounting are not designed to detect all forms of embezzlement.

Auditing 52

Auditing Risk Management Accounting Manufacturing 52

CFA Institute

JUNE 1, 2021

The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference.

Marketing 54

Marketing Economics Performance Measuring Leverage 54

Anaplan

JUNE 9, 2021

Well-run sales operations enable the B2B sales organization to fulfill its mission: bringing home revenue. That means positioning sales within an overall revenue engine.

B2B 97

B2B Sales Marketing 97

Future CFO

JUNE 24, 2021

A Gartner survey on CFO investment indicates that 82% of respondents plan to increase their budgets for digital capabilities in in FY 2021 compared to FY20. In addition, 70% of respondents intend to increase spend in information technology in this fiscal year, Gartner noted, adding that the survey of 115 CFOs was conducted between July – December 2020.

Budgeting 52

Budgeting CFO Investments Finance 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

Planful

JUNE 17, 2021

Over the years, the chief financial officer’s (CFO) role has evolved from gatekeeper to trusted advisor and business partner. But not every CFO thrives in the strategic planning side of their role. KPMG found that “30% of CEOs say their CFOs don’t understand and assist with the challenges that they face within the organization.” A […].

Strategic Planning 52

Strategic Planning Planning CFO 52

Accountancy Today

JUNE 23, 2021

BHP Corporate Finance has announced the promotions of Will Holmes and Juel Chowdhury to director and manager respectively. Holmes joined the firm in 2015, having worked his way quickly through the various levels. In his new role, he will lead transactions and provide proactive deal advice to clients. The promotion will now mean that the 20 strong team of advisers at the firm will consist of 12 senior personnel made up of six partners and six directors.

Corporate Finance 52

Corporate Finance Finance Auditing Forecasting 52

CFO Leadership

JUNE 14, 2021

Customer Impact Guides the Digital Transformation Journey. Amidst a rapidly changing global economy, Tina Wang, Vice President of Product Marketing at Sage Intacct, offers insights on how to elevate the work of your finance team and harness the opportunities digital transformation brings. Sage Intacct was a platinum partner of the CFO Leadership Council’s recent 11th annual conference, A New Hope. .

Leadership 52

Leadership CFO Nonprofit Budgeting 52

CFA Institute

JUNE 30, 2021

Quick, what is 1 July 2021 the 50th anniversary of?

Finance 52

Finance Economics Investments 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