Bank of the West

NOVEMBER 22, 2021

Trade publications have had plenty of coverage on real-time payments, but are just now starting to make headlines as transaction volume is expected to grow exponentially. Payment systems company ACI Worldwide called request to pay (R2P) “the global trend in payments for 2021” in a report published in March 2021. Mastercard launched a request to pay (R2P) framework in the UK in April on the heels of European payment infrastructure provider EBA Clearing’s November 2020 R2P launch

Treasury 98

Treasury Reconciliations Banking B2B 98

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. A correct classification enables you to highlight potential improvements to internal company processes. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post.

Forecasting 98

Forecasting Planning Sales Education 98

Collectiv

NOVEMBER 23, 2021

Every day your organization is building Power BI reports that cover the full spectrum of enterprise data needs—financial, sales, inventory, and the list goes on. Are you developing smart from the beginning? After you put a report into production, how do you support it? Do you have plans to maintain that report moving forward…or not? Power BI is our day job here at Collectiv.

Planning 92

Planning Leadership Communication Finance 92

Focus CFO

NOVEMBER 23, 2021

Operational and Compliance Considerations for 2022. By Brian Ford. Steps to Take Now Heading Into 2022 (Article 4 of 4). Concluding our series for healthcare services companies, I highlight some operational and compliance considerations. In 2021, many companies welcomed a return to normal with patient volumes and additional stimulus funds. Currently, we’re facing a different set of challenges into 2022 with staffing concerns, supply issues and slower than normal reimbursement. .

Compliance 80

Compliance Healthcare Budgeting Securities 80

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

Bank of the West

NOVEMBER 22, 2021

Structural changes have been spurring participants to evaluate the future of the business and their role. Payment gateway providers are becoming more sophisticated as they innovate to include value-added services to meet heightened customer expectations. Increased competition from fintech firms is also driving the development of this open and collaborative payments ecosystem.

Finance 98

Finance Invoicing Banking Technology 98

CFA Institute

NOVEMBER 22, 2021

This book is an achievement not only for its historical detail but also for supplying a unifying framework that can be applied to any future bubble event.

Risk Management 78

Risk Management Economics Investments 78

Future CFO

NOVEMBER 21, 2021

During the launch of BCG's recent Global M&A Report, Dr. Jens Kengelbach shed light on how the M&A market responds to COVID-19 generally. The post 2021 M&A report: Mastering the art of breaking up | The M&A market responds to COVID-19 appeared first on FutureCFO.

Mergers and Acquisitions (M&A) 72

Mergers and Acquisitions (M&A) Marketing 72

Bank of the West

NOVEMBER 22, 2021

Dozens of apps today offer real-time payments between bank accounts or digital wallets—if you’re a consumer. But the same functionality for large B2B payments has lagged in the US. Indeed, old-fashioned paper checks, wire transfers, and Automated Clearing House (ACH) transfers remain the rails by which most corporate payments move. That is rapidly changing.

B2B 98

B2B Banking Finance Accounting 98

Corporate Finance Lab

NOVEMBER 23, 2021

Het laatste nummer van het TPR is helemaal besteed aan bijdragen over het voorontwerp van wet houdende invoeging van de bepalingen betreffende buitencontractuele aansprakelijkheid in het Burgerlijk Wetboek. Met Olivier Roodhooft schreef ik een bijdrage in dit thema-nummer over (i) toerekening aan rechtspersonen en (ii) de aansprakelijkheid van uitvoeringsagenten (‘hulppersonen’) t.a.v. de contractuele schuldeiser van hun opdrachtgever.

Banking 62

Banking 62

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

CFA Institute

NOVEMBER 21, 2021

Assets and liabilities in any portfolio should contribute to liquidity maintenance, income generation, preservation of capital, and growth.

Investments 70

Investments Risk Management Economics 70

Future CFO

NOVEMBER 21, 2021

Many companies embarked on their automation journey in the thick of the pandemic. The challenges imposed by employees having to work from home have triggered or fast-tracked many organisations’ digital transformation. Companies very quickly had to look to the power of computing, cloud technologies and intelligent automation to find ways to improve their various processes and increase productivity. .

Forecasting 59

Forecasting Leverage Technology Accounting 59

Michigan CFO

NOVEMBER 26, 2021

When you’re running a small business, CFO services probably seem out of reach. Most business owners assume that being overwhelmed by finances is just the price of managing a business. Nothing could be further from the truth. You can improve your financial position for your small business with a CFO that fits your budget. Virtual and fractional CFO services for a small businesses put sound financial management in your hands.

CFO 52

CFO Budgeting Math Accounting 52

Anaplan

NOVEMBER 25, 2021

Gone are the days of stagnant financial forecasts without flexibility or agility. Today, the evolved financial forecast provides FP&A leaders the resources they need to stay on track.

Forecasting 52

Forecasting Financial Planning and Analysis (FP&A) Planning Finance 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

Beacon CFO Plus

NOVEMBER 24, 2021

by Rob Joseph, Director, BeaconCFO Plus. Let’s say that your business has recently determined some Key Performance Indicators (KPIs) and created an automated financial dashboard. If you weren’t tracking your progress against any KPIs or utilizing your data before, this is great progress. But now comes the next challenge: How will you keep those metrics fresh?

Compliance 52

Compliance Investments Numbers Accounting 52

Future CFO

NOVEMBER 25, 2021

The growth rate of companies’ data maturity has almost doubled since 2018, from 8% to 15%, said Boston Consulting Group when releasing results of a related survey. The survey, the third in a series conducted by BCG since 2015, asked more than 1,100 respondents across industries worldwide to evaluate their level of maturity and set target aspiration levels for the following three years, according to BCG. .

Leadership 52

Leadership Investments Technology 52

Michigan CFO

NOVEMBER 26, 2021

Did you know the average base salary for a Chief Financial Officer (CFO) is $397,448 ? For small business owners, this figure can be alarming, and for good reason. There is, however, a solution. With a fractional CFO, you can reap the benefits of a full-time CFO at a significantly reduced rate while still being able to get the same level of financial leadership and insights.

CFO 52

CFO Leadership Auditing Compliance 52

Adam Kae

NOVEMBER 24, 2021

By Katelyn Sieber First things first: What exactly is a CFO, or Chief Financial Officer responsible for, anyway? According to , Investopedia , A CFO is a top-level executive responsible for managing the finance and accounting divisions and for ensuring that the company’s financial reports are accurate and completed in a timely manner. Basically, anything money-related falls under the jurisdiction of a CFO, and they have the power to delegate jobs to other employees if needed.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Financial Analyst Budgeting 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

Lime Light

NOVEMBER 23, 2021

The worst of Covid appears to be over and some companies are eagerly welcoming their workforce back into the office. Some companies, however, will be sticking with a hybrid model, or just moving to a fully remote set-up, citing the high cost of real-estate or a newfound familiarity and comfort in working from home. According to a series of interviews conducted by CFO Dive, many CFOs have welcomed the advent of the hybrid model because it lessened the need for unnecessary in-person meetings.

CFO 52

CFO Finance 52

Future CFO

NOVEMBER 24, 2021

Asia's (ex-Japan) corporate sector will be largely stable over 2022 on the back of a demand rebound from advanced economies, said Moody’s recently. The global economic recovery will strengthen amid diminishing uncertainties over the pandemic and supply chain imbalances, the firm pointed out. "However, risks to growth could come from policy transitions away from growth and tightening funding access.

Risk Management 52

Risk Management Economics Banking Marketing 52

CFO Selections

NOVEMBER 21, 2021

Alex de Soto has been a vital member of the CFO selections team for 14 years. Alex is a former Big-4 CPA and CFO who provides executive search services for owners and CEOs of Pacific Northwest-based companies looking for a CFO, VP Finance, or Controller. He continues to lead the search practice of CFO Selections which provides talented senior finance leaders for interim, project, or part-time assignments.

CFO 52

CFO Finance 52

Adam Kae

NOVEMBER 20, 2021

By Katelyn Sieber Acquisition When one company purchases another company and its assets. We’ll talk about mergers in another article, but for now, let’s focus on business acquisition and the process behind it. Remember that it can take anywhere from six months to one year to finalize an acquisition properly. Process to Secure a Successful Business in 2022: Establish a motive.

Securities 52

Securities Auditing Budgeting CFO 52

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

Corporate Finance Lab

NOVEMBER 26, 2021

The next EU Financial Law clinic at KU Leuven will focus on insurance-based investment products within the framework of European financial regulation. This clinic will critically assess EU financial regulation on insurance-based investment products. In the light of the European Commission’s Capital Markets Union Action Plan and planned Retail Investment Strategy, David Cowan (EIOPA) and Virginia Schreurs will tackle three crucial questions: How to manage the combination of different information

Investments 54

Investments Compliance Accounting Planning 54

Future CFO

NOVEMBER 23, 2021

Asia Pacific is expected to have the highest hike once again when it comes to 2022 salary increase, said ECA International recently when releasing its latest Salary Trends Report. The region is predicted to see an average 2022 salary increase of 1.9% in real terms, higher than any other region and the forecasted global average real salary increase of 0.9%, the firm pointed out.

Forecasting 52

Forecasting Economics Accounting 52

Anaplan

NOVEMBER 23, 2021

Mitigate risk and manage uncertainty with a cloud-based procurement planning platform that includes vendors for true multi-enterprise collaboration.

Planning 52

Planning 52

CFA Institute

NOVEMBER 26, 2021

Interpretability is paramount in machine learning.

Risk Management 71

Risk Management Economics Investments 71

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