Navigator SAP

JULY 7, 2022

Many assume that implementing an enterprise resource planning (ERP) program will cost an arm and a leg. While some of the top ERP systems chosen by large enterprises that need elaborate ERP systems are pricey, there are plenty of affordable options that can be tailored to meet the budgets of small and medium-sized businesses. For example, SAP Business ByDesign implementation costs start as low as $20 per user per month, with the next pricing tiers coming in at only $111 then $200 per month for e

SAP 130

SAP Budgeting Planning 130

Future CFO

JULY 3, 2022

A comprehensive plan—with goals, initiatives, and budgets–is comforting. But starting with a plan is a terrible way to make strategy. Roger Martin, former dean of the Rotman School of Management at the University of Toronto and one of the world’s leading thinkers on strategy, said developing strategy means going outside an organisation’s comfort zone and escaping the common traps of strategic planning.

Planning 52

Planning Strategic Planning Budgeting 52

CFO Dive

JULY 8, 2022

CFOs should look to the cloud and other data-driven technologies to help them build out holistic, long-term ESG strategies in the face of changing regulatory and social pressures.

Technology 278

Technology 278

CFA Institute

JULY 8, 2022

What is the 3Ps method? And how can it transform rejection into approval?

Communication 109

Communication Leadership Economics 109

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

Navigator SAP

JULY 8, 2022

SAP Business One is one of the premier enterprise resource planning (ERP) software solutions for small-to-medium-sized businesses. Created by SAP, the world’s largest maker of ERP software, it integrates and automates every aspect of your business—financial and accounting, operations, human resources, customer service, and more. The level of insight Business One gives your business makes this an investment well worth the price.

SAP 193

SAP Investments Accounting Planning 193

CFO Dive

JULY 5, 2022

The Public Company Accounting Oversight Board describes its main points of scrutiny this year as audit firms face criticism from their clients and regulators.

Auditing 278

Auditing Accounting 278

One to One

JULY 5, 2022

The post What is the difference between the price and value of a company in a sale and purchase process? appeared first on ONEtoONE Corporate Finance.

Sales 105

Sales Corporate Finance Finance 105

Navigator SAP

JULY 5, 2022

An enterprise resource planning (ERP) system is an integrated software platform that encompasses all aspects of a business in one place. ERP system software is a useful tool for all companies, regardless of its size. It integrates all aspects of a business from accounting and human resources to logistics and customer service.

Accounting 130

Accounting Planning 130

CFA Institute

JULY 7, 2022

Economic value of equity (EVE) can help determine how well a company can weather interest rate hikes.

Economics 105

Economics Performance Measuring Risk Management Corporate Finance 105

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!

CFO Dive

JULY 7, 2022

PayPal alum Jasmine Lee will head up the financial team for cryptocurrency exchange Binance.US as it continues to chart a course to an IPO among a roiled market.

CFO 264

CFO Marketing 264

FISPAN

JULY 8, 2022

ERP systems include many different components, yet continuously fails to include one critical piece: financial payments.

Banking 98

Banking 98

Navigator SAP

JULY 3, 2022

Enterprise resource planning (ERP) platforms—and particularly online ERP software —is used throughout the spectrum of business functions, from finance to supply chain management and human resources to sales. Some of the top ERP systems are used by brands you have certainly heard of, including Amazon and Starbucks.

Finance 130

Finance Sales Planning 130

CFA Institute

JULY 6, 2022

How can investors price NAV valuations and efficiently transfer their eventual risk?

Valuation 102

Valuation Performance Measuring Economics Marketing 102

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

CFO Dive

JULY 5, 2022

Insurance collateral financing now offered by the 1970 Group is designed to solve a pain point that has long vexed treasurers and finance executives who opt for loss-sensitive policies to lower premiums.

Finance 264

Finance 264

Nerd's Eye View

JULY 5, 2022

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client households.

Leverage 98

Leverage Finance Investments Planning 98

FISPAN

JULY 5, 2022

An Executive Insight with FISPAN’s CEO Clayton Weir as he shares how current consumer-focused products aren’t properly meeting SMB needs and how financial institutions should work with digital product providers to craft solutions that are accessible to this market.

Banking 98

Banking Marketing Leadership 98

Corporate Finance Lab

JULY 7, 2022

“Dit belang voor het narratieve mag vreemd klinken voor een lid van het Hof van Cassatie, waar abstracties en logische redeneringen vooropstaan.” Ter inspiratie voor onze zomerlectuur vroeg Corporate Finance Lab enkele BJ’s (bekende juristen) en vrienden van het Lab: (1) Welke boeken hebben u als jurist het meest gevormd ? en (2) Welke boeken neemt u straks mee op vakantie of beveelt u aan?

Corporate Finance 97

Corporate Finance Finance 97

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 Dive

JULY 8, 2022

Michael Recupero’s exit could be a signal that GameStop’s effort to “Amazon-ify” its business isn’t working.

Finance 245

Finance CFO 245

Nerd's Eye View

JULY 6, 2022

Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. When encountering this resistance, the advisor has a choice to make: either to alter their recommendation to make it more acceptable to the client’s way of thinking, or to dig in and attempt to change the client’s mind on the subject (or, in the most extreme cases where the difference cannot be resolved, to re-evaluate the engagement and per

Construction 96

Construction Investments Communication 96

Strategic Treasurer

JULY 5, 2022

Episode 208. TIS Acquires Cashforce. This recent acquisition of Cashforce is good news for investors and for the products offered by TIS. Paul and Craig of Strategic Treasurer discuss some of their thoughts on this change. Download our recent eBook on Payment Security & Fraud Prevention – The Principles of SECURE CLAMPS. Host: Craig Jeffery, Strategic Treasurer.

Treasury 96

Treasury Securities Technology Finance 96

Corporate Finance Lab

JULY 4, 2022

“Quota: maar een heel klein deel van het antwoord op de zoektocht naar diversiteit in representativiteit”. Onlangs was het weer prijs: ‘Topjobs voor vrouwen blijven werk van lange adem’ (DS 21 juni). Juicht, wij ­allen, want nog geen derde van alle ­topposities in de Vlaamse overheid wordt ingevuld door vrouwen. Bovendien stapten er onlangs vier op, van wie er al twee zijn vervangen door mannen; een vijfde vertrekt volgend jaar.

93

93

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

CFO Dive

JULY 8, 2022

High inflation and tight labor markets have compelled many CFOs to revise business plans during the past several months. Most audit partners see the two challenges persisting.

Auditing 245

Auditing Planning Marketing 245

VCFO

JULY 8, 2022

Running a business requires a focus on many external forces, such as market and consumer behavior changes, labor markets, cost and pricing adjustments, capital needs, and more. Internal resources are best utilized by making sure the right people are in the right roles, systems are being properly utilized, and processes are as efficient as possible. Workplan analysis is an effective tool used to review and analyze internal processes, systems, and particularly the experience and expertise required

Data Analysis 78

Data Analysis CFO Education Investments 78

Strategic Treasurer

JULY 7, 2022

Working Capital Management: Visibility and Insights. July 26 | 11:00 AM EDT. Register Now. Date. Tuesday, July 26, 2022. Time. 11:00 AM – 12:00 PM EDT. Where. This is an online event. Speakers. Craig Jeffery, Strategic Treasurer. Jon Paquette, TIS. Sponsored By. Hosted By. 1.2 CTP re-certification credits are pending for attendance to this live webinar.

Accounts Payable 93

Accounts Payable Prioritization Leadership Education 93

Nerd's Eye View

JULY 8, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years. Of those most likely to stay, retention was driven primarily by the quality of the firms’ technology offering, the breadth of its products and services, and the c

Practice Management 77

Practice Management Leadership Leverage Planning 77

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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.

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