PYMNTS

SEPTEMBER 23, 2020

PayPal and Mastercard are bringing the PayPal Business Debit Mastercard to more businesses in Europe. The companies said in a Wednesday (Sept. 23) announcement that the card is now available in France, Austria, Italy, Ireland and Spain beyond its current availability in the United Kingdom, Germany and the United States. Small businesses can have immediate access to their PayPal funds and unlimited 0.5 percent cash back on all of their eligible spending with the debit card.

Foreign Exchange 145

Foreign Exchange Economics Retail Accounting 145

Anaplan

SEPTEMBER 24, 2020

When CPX 2020 became a virtual event, we made sure our annual awards ceremony didn’t get lost in the digital shuffle. After all, recognizing our users’ achievements is a treasured part of the CPX experience that I look forward to each year. I was so pleased to be able to give awards — maintaining proper […].

94

94

Future CFO

SEPTEMBER 23, 2020

Deloitte has emerged as the world's largest auditing firm in FY2020, though KPMG hasn’t announced revenues, which is usually the least among the Big 4. Three of the four audit heavyweights — Deloitte, PwC, and EY have reported their revenues in FY 2020. Deloitte and PwC’s revenues are usually the largest among the four and the two have continued this tradition so far in the said financial year.

Auditing 52

Auditing Currencies 52

Adam Kae

SEPTEMBER 24, 2020

In the digital age, new types of jobs seem to pop up everywhere. You can get a full virtual office to manage your administrative tasks! Adam Kae & Associates is a Virtual Healthcare CFO. In short, we translate your finances to English so you can focus on running your practice while we take care of the rest! This article will talk about: What a CFO Does.

Healthcare 52

Healthcare CFO Profit and Loss Forecasting 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

PYMNTS

SEPTEMBER 21, 2020

Gross negligence – or evidence of a battle waged by banks that requires new, high-tech weaponry? To that end, and as reported by BuzzFeed , documents submitted by banks to the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) show that several of the largest global banks moved money on behalf of scores of individuals and enterprises involved in criminal financial activity.

Banking 139

Banking Leverage Compliance Technology 139

Jedox Finance

SEPTEMBER 23, 2020

In the second article of our blog series on the new Jedox 2020.3 version, we introduce the all new Jedox OData Hub data service, which makes queries faster and extends the data basis for Power BI analyses.

52

52

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. In the previous article, The evolution of accounting – before and during COVID-19 , Dr Josh Heniro , senior director, Southeast Asia and Australasia, Institute of Management Accountant , shared his views on how accounting has been changin

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

SEPTEMBER 22, 2020

The regulator of the nation’s banks has issued its first guidance on stablecoins , the cryptocurrency backed by traditional currency. . A letter by the Office of the Comptroller of the Currency (OCC) published on Monday (Sept. 21) clarified the authority for national banks and federal savings associations to hold reserves on behalf of customers who issue stablecoins.

Banking 138

Banking Currencies Leverage Technology 138

The SaaS CFO

SEPTEMBER 21, 2020

The role of finance and accounting in a SaaS company is probably a mystery to most. Yes, we pay the bills and say “no” to a lot of expenditure requests, but there is a lot going in the back office. And, as your SaaS business scales, so must the capabilities of your finance and accounting […]. The post The Role of Finance and Accounting in SaaS appeared first on The SaaS CFO.

Accounting 52

Accounting Finance CFO 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

Creative CFP

SEPTEMBER 21, 2020

While the pandemic has forced many employees to work from home, you may be wondering if you now qualify for the home office tax deduction. We outline the requirements for employees to qualify below. Requirements to deduct home office expenses You are currently employed and working for a salary / commission You are required by your employer to work from home You have an office / area that is used regularly and exclusively (more than 50%) for your work i.e. the kitchen counter would not suffice Yo

52

52

Future CFO

SEPTEMBER 20, 2020

Finance and accounting executives are slow to leave behind traditional reporting of results, said ACCA recently. According to a survey of 1,150 accountancy professionals by the ACCA, Chartered Accountants Australia and New Zealand, and NTT DATA, less than half of the respondents use forward-looking insights. “Our survey shows some reluctance to move from looking backwards to looking ahead.

Finance 52

Finance Risk Management Education Budgeting 52

PYMNTS

SEPTEMBER 25, 2020

Digital dollars could make the leap from concept to reality, but there might be a few ways to get there. Cleveland Federal Reserve President Loretta Mester said in a speech this week that a digital dollar could conceivably be a form of money transfer that would enable the Fed to disburse money to all individuals in America. Her speech, entitled “Payment and the Pandemic,” included a section on digital currencies.

Currencies 132

Currencies Banking Securities Technology 132

Jedox Finance

SEPTEMBER 21, 2020

Power BI enjoys great popularity and has grown to become one of the stars in the Microsoft cosmos alongside the familiar applications from Microsoft Office such as Word, Excel, and PowerPoint. In July of this year, the software solution celebrated its fifth anniversary and Microsoft was named a leading provider for the 13th time in a row in the Gartner 2020 Magic Quadrant for Analytics and Business Intelligence Platforms.

Microsoft Office 52

Microsoft Office Planning Budgeting Forecasting 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

Anaplan

SEPTEMBER 23, 2020

This is the third post in a three-part series following our recent webinar series with Slalom Consulting, entitled Restarting a stalled revenue engine. Selling in 2020 has been a lesson in managing transformative change. Individual sales reps have had to learn new sales techniques—less time meeting face to face with customers, more time in front […].

Sales 45

Sales 45

Planful

SEPTEMBER 25, 2020

We’re always excited when Planful is recognized by leading analysts for the hard work we put into our solutions and the value our customers receive. But what should these reports mean to you ? . I’m going to pull back the curtain a bit and highlight the differences in how all of the various analyst firms view our market. This is our “state of the analyst market” streamlined for you.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Budgeting Leadership 40

PYMNTS

SEPTEMBER 23, 2020

In the journey to improve the payments experience, sometimes the best user experience (UX) is an unnoticeable one. Payment innovators are migrating toward making payments nearly invisible to the payer, with the goal of enabling the movement of funds so seamless and friction-free that the user is less able to identify that a transaction is even taking place.

Banking 126

Banking B2B Leadership Startups 126

Future CFO

SEPTEMBER 24, 2020

Asian business confidence rebounded in the third quarter as easing coronavirus restrictions lifted sales but lingering uncertainty over the pandemic thwarted a return to business-as-usual, said INSEAD recently. Asian firms’ outlook for the next six months tracked by the Thomson Reuters/INSEAD Asian Business Sentiment Index jumped to 53 in the third quarter from an 11-year low of 35 in the second , according to the business school.

Economics 40

Economics Sales Numbers 40

Advertisement

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

CFA Institute

SEPTEMBER 21, 2020

How fintechs appeal to Gen Z now will have a lasting, maybe a defining impact.

Economics 52

Economics Investments 52

PYMNTS

SEPTEMBER 21, 2020

Merchants, quite logically, want to keep transaction conversion rates high. And consumers want to pay with their preferred methods, across cards or digital wallets. Artificial intelligence (AI) can improve the eCommerce experience – not just in terms of warding off fraud, but also in making sure payments can be processed efficiently and that the most effective payment gateways are accessed.

eCommerce 124

eCommerce Currencies Securities Leverage 124

PYMNTS

SEPTEMBER 20, 2020

FLEETCOR , which works in global business payments, announced that it had reached an agreement to acquire cross-border payment firm Associated Foreign Exchange (AFEX) to help boost its own payments network, a press release says. AFEX works to implement cross-border solutions to aid small to medium-sized businesses (SMBs), helping them to grow internationally, the release says.

Foreign Exchange 121

Foreign Exchange Currencies Accounting Investments 121

PYMNTS

SEPTEMBER 20, 2020

The business division of Western Union will work with Isabel Group , a Belgian company providing multi-bank services through its B2B network Isabel 6, to grow connectivity in Belgium, according to a press release. Western Union Business Solutions will work with Isabel Group to expand access to Isabel's network, which offers online banking and fast payment services for organizations.

Foreign Exchange 120

Foreign Exchange B2B Currencies Banking 120

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

PYMNTS

SEPTEMBER 21, 2020

The 233,000 worldwide employees of HSBC Holdings Plc were ordered on Monday (Sept. 21) to stay off the bank’s social media sites after a report was leaked to BuzzFeed News and the International Consortium of Investigative Journalists (ICIJ). . Bloomberg News reported that Tricia Weener , HSBC ’s global head of marketing, sent a memo to the workforce of the London-based company stating that they must not post to social media until at least 11 a.m.

Accounting 118

Accounting Treasury Banking Finance 118

PYMNTS

SEPTEMBER 21, 2020

In a normal year, the holiday season is an incredibly busy time. In between the mad rush to close out the business year, retailers and restaurants prep for what they hope is the most wonderful time of their year for making sales. Restaurants, in particular, look to cash in on the holiday rush as businesses book holiday parties and friends and families gather in their establishments to celebrate over good food and drink.

Sales 117

Sales Retail eCommerce Planning 117

PYMNTS

SEPTEMBER 24, 2020

Amid the myriad challenges of 2020 — the pandemic, the wildfires, the hurricanes, the social unrest — the silver lining might be that firms of all sizes have learned to pivot, to serve their end customers in nimble ways. In an interview with Karen Webster, John Rainey , chief financial officer and executive vice president of global customer operations at PayPal , noted that CFOs (including himself) have learned to pivot, too, with ground-level, tech-driven insights that move well beyond simply t

Profit and Loss 117

Profit and Loss eCommerce Prioritization CFO 117

PYMNTS

SEPTEMBER 22, 2020

Walmart and financial services giant Goldman Sachs are teaming up to help the retailer’s “Marketplace” customers gain access to lines of credit. “Last quarter, our Marketplace delivered triple-digit growth, and today we’re announcing a new partnership to help our Marketplace sellers grow their businesses,” said Jeff Clementz , vice president of Walmart Marketplace, in a news release.

eCommerce 115

eCommerce Planning Retail 115

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