Sat.Apr 02, 2022 - Fri.Apr 08, 2022

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Live enterprise – influencing a finance organization's evolving needs

CFO Dive

The promise and peril of a digital future, e.g., the dot.com boom and bust, emergence of social media and new technologies such as AI/ML, Cloud, Blockchain and IOT, have all converged.

Finance 246
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How Consumer Packaged Goods Firms Can Navigate a Bumpy 2022

Navigator SAP

It has been a “messy” couple of years for consumer packaged goods (CPG) firms. First supply chains were disrupted by the trade war between the U.S. and China, then Covid-19 came along and both radically altered consumer purchasing patterns as well as further deepened supply chain headaches. While things have temporarily improved as a result of U.S. pandemic stimulus measures and Covid-19 vaccine rollout, there’s still no clear indication that this recovery will be durable and supply chain issues

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Trending Sources

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InvestorFlow deal merges investor portal with Blackstone-incubated CRM

Private Funds CFO

The company, which provides personalized portals to big names in alternative assets, wants to bring its sophisticated information and workflow management to the mid-market.

Marketing 130
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Capital Flight: Foreign Investors Exit China

Global Finance

The Russian invasion of Ukraine caused international investors to pause for thought on where their international investments reside. Are they seeing China in a new light?

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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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Russian invasion impact challenges auditors: PCAOB

CFO Dive

Auditors need to be on alert for several business disruptions from Russia’s invasion of Ukraine that increase the risk that companies will misstate financial results, a federal regulator said.

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More Trending

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Top takeaways from Future of Fund Services

Private Funds CFO

Future of Fund Services: Three takeaways as managers embrace futureproofing.

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Equity Risk Premium Forum: Don’t Bet Against a Bubble

CFA Institute

Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.

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Spencer Stuart's new CFO tracks Ukraine

CFO Dive

Christine Laurens is now a three-time CFO even as women still only accounted for 15.1% of CFOs at major companies last year.

CFO 260
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Royal Dutch Shell's New CFO Must Organize A Russian Goodbye

Global Finance

Like BP, Norway’s Equinor and France’s TotalEnergies, Shell’s leadership decided that the war with Ukraine made it impossible to maintain its business in Russia.

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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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InvestorFlow to announce merger; CFOs shaking it up (part two)

Private Funds CFO

InvestorFlow deal merges investor portal with Blackstone-incubated CRM; 20 ways CFOs are shaking up the agenda: 6-10.

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Time to let go of spreadsheets

Future CFO

In an EY podcast on Why “cash culture” is a critical lever in today’s PE climate , Nick Boreo from EY Strategy and Operations Services spoke out on the importance of cash, particularly during an economic downturn. “Where most companies think about cash flow is actually getting back to the fundamentals of running a business. In the current environment, cash and working capital is the cheapest source of liquidity a business can generate,” he declared.

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Startup turns employee phones into predictable OpEx

CFO Dive

Riding the device-as-a-service (DaaS) wave, Everphone saves an enterprise customer 21% on mobile device costs, the company’s CEO says.

Startups 228
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Finding the Optimal Path to Success Using Financial Scenario Planning

Centage

Every business has a set of interconnected levers, commonly referred to as business drivers, that affect the operational expenses and financial results. Common business drivers include personnel, physical stores, various product lines, units of production and so on. For instance, the more sales staff available, the more revenue to be gained, but the more expenses are incurred.

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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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Do Nonprofits Use Cash or Accrual Accounting?

The Charity CFO

If you’re like many people, you probably think that there is a single set of accounting rules that every company must follow. . But that’s not quite true—nonprofits face a decision between 2 different accounting methods for tracking their financial activity: cash accounting vs. accrual accounting. Though both systems use the same numbers, looking at those numbers differently can give you a very different perspective on the state of your finances.

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The enduring use of spreadsheets in finance

Future CFO

Love them or hate it, spreadsheets have been around since 1979 with the release of VisiCalc , a program written for the Apple II computers. Its popularity grew from the desire to take a 20-hour bookkeeping chore into a few minutes of data entry. In one FutureCFO workshop of finance leaders, despite two-thirds using some of the most advanced ERP tools in the market, nearly all concede the use of spreadsheets as part of work.

Finance 98
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Evaluate the financial health of your company - numbers aren't everything!

CFO Dive

Reading simple data does not determine the company's financial health. There's more to it.

Numbers 245
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How Understanding Sales Tax Can Help Your Business

CFO Share

Think your business is too small to worry about sales taxes? Think again. Ever since Wayfair v. South Dakota , small business sales tax has been an issue you cannot afford to ignore. With audits ramping up and penalties exceeding $100,000, understanding sales and use tax is essential. The cost of sales tax non-compliance. Violating small business sales tax regulations may result in significant penalties.

Sales 98
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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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QuickBooks to NetSuite Migration: Minimize Disruption, Maximize Value

Embark With Us

Outgrowing QuickBooks is a classic good problem to have. Sure, just the fact you’re researching migrations to a big-league ERP (enterprise resource planning) system like NetSuite speaks volumes about your past success and rosy future. But like any problem, even of the good variety, it just takes a misstep or two for that good problem to bloom into a full-fledged crisis.

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Data and analytics: Three imperatives that drive top trends in 2022

Future CFO

Data and analytics leaders should embrace three imperatives when leveraging the top trends for 2022 in their enterprise, said Gartner recently. The three key areas are: activate dynamism and diversity, augment people and decisions, and institutionalise trust, according to the advisory firm. “This year’s top data and analytics (D&A) trends represent business, market and technology dynamics that will help organisations anticipate change and transform uncertainty into opportunity, both of which

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Why real-time cost anomaly detection for your cloud is non-negotiable

CFO Dive

Misconfigurations can spin up the wrong number of services in an organization's cloud use, causing cost anomalies. If this spending appears small, it may go unnoticed, but the costs add up.

Numbers 157
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Perfecting Your Exit Strategy: A Case Study

CFO Simplified

Every business owner knows he’s going to leave his business eventually, but how a business owner does so, is a great indication of their leadership. Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. He’ll use this case study to discuss the challenges of succession planning, as well as how to avoid these challenges, and train your successor.

CFO 98
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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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CFOs shaking it up (part one)

Private Funds CFO

20 ways CFOs are shaking up the agenda: 1-5.

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Finance and accounting professionals worry about operating costs

Future CFO

Finance and accounting professionals are worried about operating costs, said ACCA and IMA recently when releasing the latest edition of the Global Economic Conditions Survey (GECS). Conducted just before and at the onset of the Russia-Ukraine war between February 14 and March 1, 2022, the survey results understandably point to economic turbulence in the coming months, ACCA noted.

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Doudna's CRISPR biotech taps ex-Merrill banker as CFO

CFO Dive

While initial public offerings in the Americas plummeted 72% during the first quarter, Elaine Sun believes strong companies can go public even in volatile markets.

CFO 144
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Webinar - Unpacking BRIM to Understand Order-to-Cash-to-Compliance Optimization

Bramasol

Join us for this webinar as experts from Bramasol and SAP unpack the key aspects of BRIM and discuss how they can be applied to your specific requirements for end-to-end order-to-cash-to-compliance excellence. Key topics will include: • Sales Order Management (SOM) • Convergent Charging / Convergent Invoicing (CC/CI) • Contract Accounts Receivable and Payable (FI CA) • Convergent Mediation (CM).

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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.