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

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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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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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Trending Sources

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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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A Framework to Drive ESG Financial Discipline

CFA Institute

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

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Four pillars of a best-in-class B2B sales operation

Anaplan

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

More Trending

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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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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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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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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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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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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.

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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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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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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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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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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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Fixed-Income Allocations: Where To?

CFA Institute

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

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A Remote Culture Built Around Your Experience

Driven Insights

Working remote, but not working alone.

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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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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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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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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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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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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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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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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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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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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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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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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.