Jedox Finance

OCTOBER 1, 2020

We have been talking about a digital transformation in Finance for ages. Some have come far on the journey while others are still struggling. Having just gone through a severe crisis that saw everyone working remotely and using digital tools makes this transformation more relevant than ever. . Right now, we are looking at two almost extreme cases: On one hand, we are at a stage where the transformation can be completed because of all the tools are available.

Finance 141

Finance Problem Solving Reconciliations Investments 141

PYMNTS

SEPTEMBER 30, 2020

The end of the third quarter of 2020 offers a moment to look back — and ahead — as a year unlike any other is (a bit more) than three quarters finished. It may be hard to remember, but when 2020 dawned, unemployment was near historic lows, at about 3.6 percent. GDP was growing at a healthy clip, and most companies — large and small — saw the trends of top-line and bottom-line growth as set. to continue.

Numbers 141

Numbers 141

Anaplan

OCTOBER 1, 2020

The Anaplan team is thrilled to announce that we have been recognized as the one and only vendor in the 2020 Gartner Peer Insights Customers’ Choice for Sales Performance Management (SPM). View the Anaplan for Sales page on Gartner Peer Insights. As noted in the report, over the past 12 months, Anaplan received over 50 […].

Sales 72

Sales 72

Creative CFP

OCTOBER 2, 2020

This is a topic that is very close to my heart and I am sharing this everywhere I go. A couple of years into my career as a chartered accountant I started to wonder if I was still enjoying working in the finance industry. I was busy with so many routine, tedious tasks that it felt like I was not growing and it did not feel like I was making a difference in other people’s lives.

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 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

Adam Kae

OCTOBER 1, 2020

Think of cash flow as the circulatory system of your practice. When everything is flowing smoothly , our bodies are functioning well. When one area gets blocked, it needs immediate attention. Run a statement of cash flow report regularly to ensure your cash is flowing smoothly throughout your practice. According to Instamed, 30% of the patients pay the "average healthcare bill" directly.

Healthcare 52

Healthcare Finance Investments Sales 52

Future CFO

SEPTEMBER 30, 2020

Editor’s Note: For our Female Leadership in Finance Series , FutureCFO editor Teresa Leung recently had a chat with Gina McNamara (pictured), Chief Financial Officer, SAP Australia and New Zealand (ANZ). The CFO, according to her, is much more than a number person and needs to take care of oneself and empower people beyond the finance team. An advocate for looking after yourself, McNamara shared with our audiences her career journey and advice on how female finance professionals could reach the

CFO 52

CFO SAP Leadership Finance 52

CFA Institute

SEPTEMBER 28, 2020

How did modern society succumb to the illusion that uncertainty can be transformed into calculable risks?

Finance 61

Finance Risk Management Economics Investments 61

Planful

SEPTEMBER 30, 2020

We’re all looking forward to a brighter 2021, but we still have a few months to go before we’re there. For many, the combination of work, social, family, and political stressors can make these days feel heavy. . For most leaders, a big question on our minds is “how on earth do we keep this ship moving forward?” – particularly now that “Pandemic Panic” has shifted to “Pandemic Burnout.

Education 40

Education Planning 40

PYMNTS

SEPTEMBER 30, 2020

A U.S. House committee this week began reviewing the idea of allowing the likes of Amazon or Facebook to receive charters to operate as banks — an idea that’s already gotten plenty of pushback from traditional financial institutions (FIs). The House committee held a hearing on the idea after Acting Comptroller of the Currency Brian Brooks in July proposed a new special purpose national banking charter for payments companies.

Banking 139

Banking Financial Systems Concentration Currencies 139

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

Future CFO

SEPTEMBER 29, 2020

BARC is a leading European consulting firm specializing in business software. The Planning Survey 20 is based on findings from the world’s largest and most comprehensive survey of planning software users, conducted from November 2019 to February 2020. BARC employs a deep list of criteria that reflects the key features users consider when choosing planning software, including performance satisfaction, data handling, number of users and requirements.

Planning 52

Planning Numbers Accounting Finance 52

CFA Institute

SEPTEMBER 29, 2020

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Investments 63

Investments Performance Measuring Economics 63

PYMNTS

OCTOBER 2, 2020

You likely remember the days when you got your Sunday paper in printed form, before clicking links on your devices, before getting content in your email inbox thrice daily. Back then, you paid the subscription price and got a 12-inch stack of paper, replete with sections you never really read that closely. But you paid for the “bundle” anyway, because there was no other way to read the sections you really wanted to read.

Numbers 136

Numbers Planning 136

PYMNTS

SEPTEMBER 28, 2020

As India approaches the fourth anniversary of 2016’s demonetization, the landscape that has defined the country and economy is undergoing a radical shift. India has heretofore been a cash-based economy, where even consumers shopping online often paid in physical currency via cash on delivery (COD). But several years of a regulatory push have combined with the increasing presence of India’s Unified Payments Interface (UPI) and six months of COVID-19 to markedly reduce Indian consumers’ fondness f

Entertainment 135

Entertainment Currencies Banking Marketing 135

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

PYMNTS

SEPTEMBER 30, 2020

The wave of digitization that has picked up incredible speed in banking over the past half year isn’t strictly a new trend, Randy Piatt , head of product solutions for Ondot Systems , told PYMNTS. Long before the pandemic, consumers were trending toward digital in their financial services relationships — experimenting with mobile wallets, digital cards, self-service mobile banking and digital gifting.

Banking 133

Banking Securities Investments Economics 133

PYMNTS

SEPTEMBER 29, 2020

Smart cities powered by 5G networks have long been forecast as coming soon to major metros all over the world. But actual progress has been limited by various regulatory and technological headwinds that have kept the connected smart city more a vision of the future than a concrete reality of the present. However, CEO Ian Aaron of Ubicquia , a smart cell and smart grid technologies company, told PYMNTS that the past half year has changed the outlook for smart cities.

Forecasting 132

Forecasting Leverage Technology 132

PYMNTS

SEPTEMBER 29, 2020

New payment rails are once again in the spotlight as real-time payments and cryptocurrency emerge as the top focuses for innovators. In this week’s look at payment rails innovation, the European Union begins paving the way for greater crypto adoption, while Mastercard expands its own crypto accelerator initiative. Separately, research finds B2B payments as the key driver behind surging instant payments volume in the years ahead.

B2B 129

B2B Accounts Payable B2C Currencies 129

PYMNTS

SEPTEMBER 27, 2020

Once rare, telecommuting has become routine during the pandemic. But the Financial Times (FT) reported moving from a furnished office space to a living room table can present cybersecurity risks. It comes as cybercriminals are already taking advantage of the pandemic. Hackers find ways into computers, tablets and cellphones to steal data and other valuable information.

Securities 129

Securities Concentration 129

Advertisement

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

PYMNTS

SEPTEMBER 27, 2020

More than 5 million small- to medium-sized businesses ( SMBs ) received $525 billion from the Paycheck Protection Program (PPP), the popular federal rescue initiative passed by Congress in March. But the Small Business Administration (SBA) program that promised loan forgiveness as long as SMBs used 60 percent toward payroll and 40 percent to other allowable expenses, has yet to forgive a single loan, Politico reported.

Treasury 127

Treasury Communication Banking 127

PYMNTS

OCTOBER 1, 2020

Consumers and microbusinesses now get an average of two disbursements each year, excluding tax disbursements from local, state and federal governments. Yet, many of those disbursements are neither digital nor instant and available for consumers and microbusinesses to access and spend on demand, PYMNTS’ latest Disbursements Satisfactory Report found.

Invoicing 122

Invoicing Accounting Banking Marketing 122

PYMNTS

SEPTEMBER 27, 2020

Commercial properties in the U.S. may have lost as much as 25 percent of their value as the impact of the coronavirus has taken its toll on hotels, malls and other commercial buildings. The Financial Times (FT) reported the evidence of the losses can be seen in the commercial mortgage-backed securities (CMBS) market from appraisals. As a result, it raises questions over the value of these properties as collateral backing commercial mortgages.

Banking 121

Banking Securities Numbers Investments 121

PYMNTS

SEPTEMBER 29, 2020

The pain points that accounts receivable (AR) teams most commonly experience can be boiled down to three underlying and related problems: continued reliance on manual AR management practices, and the resulting lack of speed and high operating costs associated with managing receivables. Reliance on manual processes has far-reaching effects. These legacy methods often reduce the speeds at which firms deliver invoices and follow up on overdue payments, as they are less efficient for prioritizing co

Accounting 121

Accounting B2B Invoicing Prioritization 121

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

PYMNTS

SEPTEMBER 27, 2020

Sezzle , the installments payments platform, will be working on buy now, pay later (BNPL) services with Target , a press release says, which will test how the popular payment trend works with the retail giant's operations. The collaboration will involve “limited tests with a small portion of Target.com guests in two product categories to evaluate the efficacy of the Sezzle platform for Target’s retail operations.”.

Leadership 120

Leadership eCommerce Retail Planning 120

PYMNTS

SEPTEMBER 29, 2020

Filipino online payments platform PayMongo has come off a funding round with $12 million, according to a press release. Stripe led the round, and existing investors Y Combinator and Global Founders Capital participated, alongside a new investor, Bedrock Capital. PayMongo plans to use the new funding to speed up introducing new features and products, and to keep building its product, design and engineering teams, the press release says.

Startups 120

Startups Economics Retail Planning 120

PYMNTS

SEPTEMBER 28, 2020

As 2020 limps toward its exhausting conclusion, get ready for a massive rebound in 2021 — for consumer spending , for small- to medium-sized businesses’ ( SMBs ’) top lines, and for the U.S. economy in general. Maybe not. In an interview with Karen Webster, MerchantE Chief Financial Officer Shim Steinmetz cautioned that many variables are at play, which makes divining the future a bit dicey.

Accounts Payable 116

Accounts Payable Restructuring Entertainment Economics 116

PYMNTS

SEPTEMBER 29, 2020

The cash flow challenges for small businesses have been in place for a while, in Latin America since well before the pandemic took root. And in an interview with PYMNTS, Jacob Shoihet , co-founder and CEO of the online financing platform Marco Financial , said the problem is particularly acute for exporters. “In Latin America, the infrastructure mainly relies on banks to provide kind of these types of services to the SME segment.

Finance 114

Finance Invoicing Accounting Banking 114

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