Sat.Jun 05, 2021 - Fri.Jun 11, 2021

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Real-Time Payments

Corporate Finance

Many of you are probably familiar with near instantaneous money transfers using Venmo or Paypal. And while we discussed next-day ACH transactions in the textbook, in 2017, an interbank payment system was unveiled, the real-time payment (RTP) network. While only 130 banks out of the more than 9,600 financial institutions in the U.S. have adopted the system, these adopting banks cover 60 percent of demand deposit checking and savings accounts.

Banking 100
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Mastering the basics of annual budgeting

Anaplan

Effective annual budgets aren’t just top-down initiatives to allot spending and set production targets. Done right, they can embody corporate priorities and spur growth.

Budgeting 105
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Trending Sources

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World Bank: Global economy to see fastest post-recession growth in 80 years

Future CFO

The global economy is expected to expand 5.6% in 2021, the fastest post-recession pace in 80 years, largely on strong rebounds from a few major economies, World Bank said recently. . Despite the recovery, global output will be about 2% below pre-pandemic projections by the end of this year, the World Bank pointed out. Per capita income losses will not be unwound by 2022 for about two-thirds of emerging market and developing economies, the bank added.

Banking 52
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Use Management Dashboards to Make Fast Data-Driven Decisions

The CFO Centre

The use of management dashboards to monitor management KPIs, metrics and other essential data points will allow you and your management team to make rapid, data-based decisions based on up-to-date information about your business. A management dashboard provides you with a comprehensive snapshot of the company’s performance. This is critical since it condenses massive amounts […] The post Use Management Dashboards to Make Fast Data-Driven Decisions appeared first on The CFO Centre US.

CFO 52
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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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For FP&A, AI’s Time Has Come

Planful

Everyone talks about how much data they have available, but more and more, companies, and FP&A teams in particular, are struggling to make use of that data. In 2010, we collectively created 1.2 zettabytes (a trillion gigabytes) of new data. Eight years later, it ballooned to 33 zettabytes per year, and it’s expected to soar […]. The post For FP&A, AI’s Time Has Come appeared first on Planful.

More Trending

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The Executive’s Guide to Simplifying Financial Planning Methods

Future CFO

One of the notable changes in the post-COVID-19 era is the growing popularity of Rolling Forecast. Now seen as an essential tool for FP&A, a rolling forecast has the potential to radically transform the traditional corporate budgeting process. When implemented properly, a Rolling Forecast expands your planning horizons, reduce your planning cycles, and help you to execute better organizational strategies.

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Inventing our way out of the pandemic

The CFO Centre

Here’s another in our continuing series of ‘reasons for business owners to be cheerful’, based around a seminar session delivered to The FD Centre by respected UK behavioural economist Roger Martin-Fagg. Necessity. It’s the Mother of Invention, as we know. When the going gets tough, we all know how that phrase ends. But it is […]. The post Inventing our way out of the pandemic appeared first on CFO Center USA.

CFO 52
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The Rise of SPACs: IPO Disruptors or Blank Check Distortions?

Musings on Markets

For decades, the process that companies in the United States have used to go public has followed a familiar script. The company files a prospectus, providing prospective investors with information about its business model and financials, and hires an investment banker or bankers to manage the issuance process. The bankers, in addition to doing a roadshow where they market the company to investors, also price” the company for the offering, having tested out what investors are willing to pay, and

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Commercial revenue planning: understanding drivers of revenue performance

Anaplan

To increase revenue for your CPG products, first you need to identify its drivers, such as material costs and sales channels. We shine a light on the problem.

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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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Jedox 2021.2: Canvas

Jedox Finance

With version 2021.2, the new Jedox Canvas is here and enables easy compilation of key information from different planning reports and analytics with drag and drop. See how it works here.

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Use Management Dashboards to Make Fast Data-Driven Decisions

The CFO Centre

The use of management dashboards to monitor management KPIs, metrics and other essential data points will allow you and your management team to make rapid, data-based decisions based on up-to-date information about your business. A management dashboard provides you with a comprehensive snapshot of the company’s performance. This is critical since it condenses massive amounts […].

CFO 52
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Blockchain and DeFI: Drivers of Change in Asset Management

CFA Institute

“We’re still in the very early days of DeFi,” Mona El Isa says. “But this time is much more exciting. We’re seeing real usage and traction.".

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The Executive’s Guide to Moving FP&A into xP&A era

Future CFO

As organisations look for more agility and better visibility across all functions and revenue streams the traditional approach of using spreadsheets by the Financial Planning & Analysis (FP&A) team is nearing its limits. Extended Planning and Analysis (xP&A) processes will allow decision-makers to tap into enterprise data across sales, procurement, HR, marketing and other areas and functions to drive better decisions in faster timeframes.

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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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Real-Time Payments

Essentials of Corporate Finance

Many of you are probably familiar with near instantaneous money transfers using Venmo or Paypal. And while we discussed next-day ACH transactions in the textbook, in 2017, an interbank payment system was unveiled, the real-time payment (RTP) network. While only 130 banks out of the more than 9,600 financial institutions in the U.S. have adopted the system, these adopting banks cover 60 percent of demand deposit checking and savings accounts.

Banking 40
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External Funding Options for Your Growing Business

The CFO Centre

Your Guide to Business Financing Getting external financing to fund your company’s growth will depend on your plans, how willing you are to give away a stake, and, therefore, control in the business, your eligibility, and the short-term or long-term funding you need. How to finance your business growth Bank finance Banks can offer you: […]. The post External Funding Options for Your Growing Business appeared first on CFO Center USA.

CFO 52
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Book Review: Corporate Governance and Responsible Investment in Private Equity

CFA Institute

Simon Witney provides a groundbreaking overview of effective governance and responsible investment in private equity.

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How finance can narrow its skill gap

Future CFO

Changes in the finance function have given rise to a widening skill gap. Lee Thong Tan (pictured), CFO Practice Lead for Asia at Workday sheds light on those changes and how finance can narrow the skill gap. Lee Thong Tan, CFO Practice Lead for Asia at Workday. FutureCFO: How is the finance function changing amid the pandemic and the way forward? Lee Thong Tan (LT): Heightened uncertainty and disruptions brought by the pandemic have entirely transformed organisations and the way they conduct bus

Finance 52
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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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Green Bonds?

Essentials of Corporate Finance

During 2020, a record $270 billion in green bonds were issued, and green bond issuance is on pace to surpass that record this year. And while we discussed covenants and the ability of bondholders to undertake legal action against the bond issuer for violating these covenants, as a recent article in the Wall Street Journal highlights, green bond investors have little to no recourse if the bond issuer does not use the bond proceeds for green projects.

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Checklist: How to Sell Your Business Fast

The CFO Centre

Plan Your Perfect Exit Strategy Selling your business to the right buyer for the right price at the right time depends on the health of your business, having the right advisors, and your timing. Get these factors right, and you can sell your business quickly. Before putting your business up for sale, you’ll need to […]. The post Checklist: How to Sell Your Business Fast appeared first on CFO Center USA.

CFO 52
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Institutional Portfolio Benchmarks: Slow Rabbits?

CFA Institute

When it comes to their benchmarking practices, US public pension funds need to find faster rabbits to chase.

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For FP&A, AI’s Time Has Come

Planful

Everyone talks about how much data they have available, but more and more, companies, and FP&A teams in particular, are struggling to make use of that data. In 2010, we collectively created 1.2 zettabytes (a trillion gigabytes) of new data. Eight years later, it ballooned to 33 zettabytes per year , and it’s expected to soar past 175 zettabytes of new data generated annually by 2025.

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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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GoTo appoints Jacky Lo as CFO

Future CFO

Indonesian technology group GoTo Group recently announced the appointment of Jacky Lo as CFO. Lo will be based in Jakarta and will report to GoTo Group CEO Andre Soelistyo, the firm said. Lo was previously the CFO of OneConnect Financial Technology, a technology-as-a-service platform for financial institutions and an affiliate of Ping An Insurance of China, for which he led its New York Stock Exchange (NYSE) listing in 2019, GoTo noted.

CFO 40
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Need Help with Your Cash Flow?

The CFO Centre

Cash flow problems put your company at risk. Unless your company manages cash flow effectively and uses regular cash flow forecasts, your company is in jeopardy. Cash flow shortfalls mean: You can’t pay suppliers on time You can’t make debt repayments on time or at all You can’t buy new inventory to meet customer demand […]. The post Need Help with Your Cash Flow?

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The Next Frontier of Sustainable Investing: Measuring Impact

CFA Institute

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

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A Remote Culture Built Around Your Experience

Driven Insights

Working remote, but not working alone.

52
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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.