CFO Simplified

JULY 17, 2022

At CFO Simplified, our President Larry Chester receives the same question over and over: “What does it take to become a great CFO?” Or, what about people who don’t themselves want to become a CFO, but perhaps are business owners looking to hire one permanently or on a fractional basis? What are the qualities that you should look for that will help guarantee success in that role to guide you as a senior financial executive in your company?

CFO 96

CFO Accounts Payable Finance Technology 96

CFO Dive

JULY 18, 2022

Many CFOs are raising wages in order to curb near-record attrition in a highly competitive labor market.

Planning 313

Planning Marketing 313

Navigator SAP

JULY 22, 2022

As more and more businesses follow through on digital transformation projects, they are rethinking their attitudes toward their own IT departments and contemplating what business functions can be hosted in cloud environments. One of those areas being considered for the cloud is enterprise resource planning software (ERP), for example. SAP’s Business One and Business ByDesign are two of the most popular ERP software packages for small-to-medium businesses, allowing users to manage key business fu

SAP 211

SAP Budgeting Sales Planning 211

https://trustedcfosolutions.com/feed/

JULY 22, 2022

Multi-location and multi-entity businesses face unique problems when it comes to accounting. Some of the most common issues these businesses face include manual entry errors, decentralized payables, different currencies, inter-entity transactions, and taxation by location and country. As businesses grow, so does the accounting complexity, requiring a customized financial management system.

Accounting 113

Accounting Currencies Construction Compliance 113

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

Centage

JULY 19, 2022

Business budgeting is a crucial factor with the ability to impact a business’ long-term success or failure. Along with providing important information regarding day-to-day operations, an accurate budget better enables companies to predict revenue, trim costs, and make decisions regarding expenditures and opportunities. Although there are multiple ways to craft a business budget, most companies use one of the following methods: a top-down budget or a bottom-up budget.

Financial Planning and Analysis (FP&A) 111

Financial Planning and Analysis (FP&A) Budgeting Forecasting Data Analysis 111

Navigator SAP

JULY 21, 2022

One of the key considerations you must think about when streamlining your business operations is the adoption of an enterprise resource planning (ERP) system. This type of system helps you integrate all your business processes, tools, and resources for more business resilience, productivity, and agility. For you to achieve this objective, you need to choose the right ERP system.

Planning 130

Planning 130

https://trustedcfosolutions.com/feed/

JULY 19, 2022

QuickBooks is recognized for being a great basic accounting tool, and it is used by a lot of small businesses because it is user-friendly and affordable. Still, it is not an accounting solution that can handle business processes apart from financials. It is not a full enterprise resource planning solution. If you struggle to run your business using just QuickBooks and an ERP suite, then it’s time to move on up to Sage Intacct so your business can get real-time insights across multiple enti

Accounts Payable 113

Accounts Payable Auditing Accounting Securities 113

Anaplan

JULY 19, 2022

Supply chain leaders must learn from the baby formula shortage A chaotic 2020, packed with unprecedented disruptions, dramatic climate events, and the first major global healthcare crisis in a century, rocked supply chains everywhere. Consumer awareness of the supply chain and how it impacts our communities and daily lives erupted virtually overnight.

Healthcare 105

Healthcare 105

CFO Dive

JULY 21, 2022

A high level of chronic stress increases the rate of accounting error, prompting many companies to reopen their books after closing to fix mistakes.

Accounting 307

Accounting 307

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

Navigator SAP

JULY 19, 2022

An enterprise resource planning (ERP) system is an important component of any forward-thinking organization because it helps to integrate and streamline processes for improved productivity and a better customer experience. With a reliable ERP system like the SAP Business ByDesign enterprise planning solution, you’ll have better control over important processes in your business to ensure that everything progresses smoothly and without delays.

SAP 130

SAP Planning 130

The Reformed Broker

JULY 16, 2022

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.

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Corporate Finance Lab

JULY 21, 2022

‘[T]heologie in de plaats van seks en geweld. Zware kost’ 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? Vandaag: Jeroen Delvoie, professor vennootschapsrecht aan de VUB en advocaat.

Corporate Finance 101

Corporate Finance Finance Planning 101

CFO Dive

JULY 18, 2022

Citigroup marches forward with technology investments as companies rethink their tech spending.

Investments 353

Investments CFO Technology 353

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

Navigator SAP

JULY 17, 2022

In the current volatile business environment, supply chain management (SCM) is instrumental in accomplishing business growth. SCM plays a major role in determining your business’s financial stability—or lack of it. Therefore, you need to optimize your SCM by implementing a reliable enterprise resource planning (ERP) system in your business.

Planning 130

Planning 130

Global Finance

JULY 21, 2022

At least 25 companies that merged with SPACs issued warnings indicating doubt about their potential viability and more than 35 corporations associated with SPACs are trading below Nasdaq’s $1 listing threshold.

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Corporate Finance Lab

JULY 19, 2022

‘De rechtenfaculteit was een weldadige mix van uiterst progressieve docenten en traditionalisten.’ 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 100

Corporate Finance Finance 100

CFO Dive

JULY 19, 2022

Rising operating costs and persistent supply chain bottlenecks clouded CFOs’ outlook during the three months ending in June.

Accounting 293

Accounting 293

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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

CFO Leadership

JULY 19, 2022

The Tech Effect: a CFO Leadership Council Recap. What’s on the Minds of CFOs as They Face Greater Challenges and a Sea of Digital Transformation Technologies? The Silicon Valley Chapter of the CFO Leadership Council hosted a panel on May 26 around “The Tech Effect: How Finance Can Win the Tech Race.”. The discussion panel featured Annie Wayne, CFO at Liongard, Razzak Jallow, CFO at FloQast, Charly Kevers, CFO at Carta, and was moderated by Tipalti’s VP of Finance, Alex Cedro.

Leadership 98

Leadership CFO Finance Technology 98

The Reformed Broker

JULY 22, 2022

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Marketing 98

Marketing 98

Embark With Us

JULY 18, 2022

Oil and gas isn't lacking for data. It's swimming in it. And yet some companies are still leaving heaping servings of business intelligence on the data analytics table. So what gives? While we don’t want to paint with an unfairly broad brush and label the entire industry as behind the advanced analytics times, how can some – dare we say many – energy companies still suffer beneath the weight of frequent, often severe information gaps and silos?

Technology 98

Technology Finance 98

CFO Dive

JULY 22, 2022

The Fed will probably succeed in slowing inflation but its withdrawal of stimulus may trigger a recession early next year, economists said.

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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

FISPAN

JULY 19, 2022

The transformation of the digital world is well underway thanks to the use of APIs, but what does this mean for the financial services industry? Read on to see how APIs have helped to build a more accessible and convenient customer experience, and how it has helped with connectivity and integration for financial institutions.

Banking 98

Banking 98

Nerd's Eye View

JULY 19, 2022

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow. Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent cli

Leverage 96

Leverage Planning Education Investments 96

CFO Simplified

JULY 22, 2022

The economy today looks very different than it did two years ago. Although inventory is still problematic, the economy is heated and inflation is still taking off. So, what can you do? Here are the top action steps to grow your business post-pandemic. Your To-Do List: Grow Your Business. Here are our top ‘to-do’s’ to focus on that will give your business the growth you need.

Cash Flow Forecasting 96

Cash Flow Forecasting Strategic Planning CFO Planning 96

CFO Dive

JULY 22, 2022

Building out strong internal relationships with key individuals is essential for CFOs as their roles continue to transform, said Valerie Bauer Gore, CFO of post-purchase software provider Loop Returns.

CFO 247

CFO 247

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