Sat.Mar 13, 2021 - Fri.Mar 19, 2021

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8 Forms of Waste in Finance Processes (Lean Approach in Finance)

Fpanda Club

Assessing efficiency of businesses, projects and processes, the finance function does not always set an example in terms of best productivity. There is always a room for process optimization in which lean approach can help by focusing on value maximization while minimizing efforts. The evolution of the finance function results in new roles of finance professionals as strategic co-pilots and process and performance management experts.

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Demystifying AI- and ML-based forecasting

Anaplan

The terms “artificial intelligence” (AI) and “machine learning” (ML) often bring about split reactions. On one side of the spectrum, there are the proponents eagerly waiting to see how AI and ML can revolutionize our business and the way we operate. On the other side sit the skeptics—those who fear these technologies will eliminate jobs […].

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CFOs need to co-pilot in business models, cost structure transformation

Future CFO

CFOs need to co-pilot in new business models, lead in data governance and wear several hats, said ACCA recently when releasing findings of a research. The findings have been published in a report titled Finance of the Future: Being a Resilient Digital CFO, which was jointly developed by KPMG and ACCA, supported by INSEAD EMI, and based on a series of surveys involving responses from more than 850 participants, ten interviews and two roundtable discussions in the past year.

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New software patches for CS Lucas TMS

CS Lucas

Our treasury management system uses a multitude of embedded software to support our solution, and from time to time, security vulnerabilities are discovered within these products. These products release patches to resolve or mitigate security vulnerabilities found in their software which are announced via email security bulletins. We keep up-to-date on these bulletins; log relevant vulnerabilities, perform a risk assessment and decide if and when the patches will be applied to our TMS – an

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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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PPP Loan Forgiveness

A Fractional CFO

Did your business receive a PPP loan last year. Now is the time to make sure you apply for forgiveness. Make sure you chose the right form, and based upon the size of your loan, make sure you have the right documentation to support the.

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How CFOs can maintain cost efficiency gains post-pandemic

Future CFO

Organisations that achieved unexpected cost efficiency gains as a result of operational constraints due to the pandemic risk losing these gains needlessly, said Gartner recently. That’s because the traditional approach of reintroducing costs after a business downturn based on recovered revenue fails to account for permanent shifts in the business environment, the advisory firm observed.

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Constellation ShortList™: Planful Named for Ninth Consecutive Year

Planful

Planful has been named—for the ninth consecutive year—to the prestigious Constellation ShortList™ for Cloud-Based Planning Platforms in Q1 2021. This report identifies the top planning platform vendors based on technology investment, use cases, strategic vision, customer value, executive leadership and price. Download the Constellation Shortlist™ to see why Planful made the list.

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A Guide to PPP Round 2 Calculations for Your Business

CSC Advisors

By mid-summer of 2020, nearly $380 billion was given to organizations through Paycheck Protection Program loans. How much did your business receive from this government help? You are not alone if it took you months to secure money from PPP round one, and now some are eligible for drawing from round two. This process continues to remain overwhelming to a small business owner worried about their business.

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Book Review: Fed Watching for Fun and Profit

CFA Institute

Edward Yardeni's Fed Watching for Fun & Profit is a crash course in monetary policy actions, financial markets, and the economy in general.

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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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Effective ways finance can navigate digital transformation post-pandemic

Future CFO

As vaccines become available, organisations expect an economic rebound while continuing their digital transformation journeys such as those in the finance function. How’d the finance function’s journey be different after the pandemic? How should CFOs go about digital transformation? Ee Khoon Oon (pictured), Vice President, Asia Pacific, Kyriba shares with FutureCFO audiences how CFOs and the finance function could effectively navigate digital transformation post-pandemic.

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How to maintain employment of records?

Proformative

Its necessary for small business that how to maintain employment of records.nee.

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How Biden’s tax reforms affect your small business

CFO Share

Information about tax changes the Biden administration is considering leaked yesterday , creating some big headlines in media. “First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business? Although we do not have an official White House plan yet, I have reviewed Biden’s campaign promises against the leaked info and have some strategic tips to offer small businesses.

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Moats or Market Power?

CFA Institute

Instead of searching for firms with moats, we should be looking for those with market power.

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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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What mental wellbeing programmes staff needs during pandemic

Future CFO

Employee mental wellbeing has become an issue that needs the attention of their organisations, as 29% of the workforce described itself as depressed due to the COVID-19 pandemic, said Gartner recently. In addition, nearly half (49%) of employees who reported their organisation offers a mental wellbeing programmes participated in it in 2020, according to the advisory firm's survey of more than 5,000 employees conducted in Q4 2020.

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How crises created opportunities for leaders to do good

Future CFO

In these unprecedented times, corporate leaders’ principles are being put to the test. The best, said former Best Buy CEO Hubert Joly, are rising to the challenge. The post How crises created opportunities for leaders to do good appeared first on FutureCFO.

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Corporate Sustainability: Three Reasons Why It’s Even Better Than You Think

CFA Institute

"Good values go hand in hand with good business.".

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CEOs optimistic about economic recovery, not very concerned about climate change

Future CFO

While CEOs are optimistic about economic recovery, they might not be very concerned about climate change. One year after COVID-19 was declared a pandemic, 76% of global business leaders predicting that economic growth will improve in 2021, said PwC recently. The figures come from PwC’s 24th Annual Global CEO Survey, which polled 5,050 CEOs in 100 countries and territories over January and February 2021.

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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.