Anaplan

JUNE 11, 2021

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

Budgeting Finance 105

Corporate Finance

JUNE 11, 2021

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

Banking Accounting 100

Future CFO

JUNE 11, 2021

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.

Planning 52

Planning Forecasting Budgeting Cash Management 52

CFA Institute

JUNE 11, 2021

A focus on intangible value creation can bring more financial discipline to ESG investments.

Investments 52

Investments Performance Measuring Accounting Standards Economics 52

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

Anaplan

JUNE 9, 2021

Well-run sales operations enable the B2B sales organization to fulfill its mission: bringing home revenue. That means positioning sales within an overall revenue engine.

B2B 97

B2B Sales Marketing 97

Future CFO

JUNE 10, 2021

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

Banking Forecasting Marketing Economics 52

CFA Institute

JUNE 10, 2021

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

Investments 52

Investments 52

Anaplan

JUNE 10, 2021

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.

Planning 59

Planning Sales Marketing 59

The CFO Centre

JUNE 10, 2021

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

CFO 52

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!

Planful

JUNE 9, 2021

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.

Planning 52

Planning 52

CFA Institute

JUNE 9, 2021

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

Investments 52

Investments Performance Measuring Economics 52

Musings on Markets

JUNE 9, 2021

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

Investments 52

Investments Marketing Forecasting Numbers 52

The CFO Centre

JUNE 10, 2021

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

CFO 52

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

Jedox Finance

JUNE 8, 2021

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.

Planning 52

Planning 52

CFA Institute

JUNE 9, 2021

How should investors shift their fixed-income portfolios amid the US economic recovery?

Economics 52

Economics Performance Measuring Marketing Investments 52

Driven Insights

JUNE 5, 2021

Working remote, but not working alone.

52

52

The CFO Centre

JUNE 10, 2021

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

CFO Finance Banking Planning 52

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

Future CFO

JUNE 11, 2021

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.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Finance Sales 40

CFA Institute

JUNE 7, 2021

“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.".

Economics 52

Economics Investments 52

Essentials of Corporate Finance

JUNE 11, 2021

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

Banking Accounting 40

The CFO Centre

JUNE 10, 2021

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

CFO Sales Planning 52

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

Planful

JUNE 9, 2021

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.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Forecasting Data Analysis Technology 40

CFA Institute

JUNE 6, 2021

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

Benchmarking 52

Benchmarking Performance Measuring Economics 52

Essentials of Corporate Finance

JUNE 10, 2021

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.

Manufacturing 40

Manufacturing 40

The CFO Centre

JUNE 10, 2021

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?

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting CFO 52

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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