Sat.Feb 06, 2021 - Fri.Feb 12, 2021

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Get More out Your CRM: Tips for Better Sales Forecasting

Jedox Finance

The need to understand how to best manage the relationships a business has with its customers is not a new concept. Managing basic information such as who your customers are, where they are located, and what they want to buy was around long before the advent of desktop computers and the Internet. However, forecasting or predicting how much your customers want to buy or how well a business would perform in the future was much more difficult to achieve way back then.

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What is Anaplan? And how does it exemplify Connected Planning?

Anaplan

The planning disconnect Every time a new year rolls around, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you […].

Planning 105
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Coming out stronger in 2021 – What does good look like?

Future CFO

The pandemic has put chief financial officers in the spotlight. No longer just finance stewards, they have taken on more proactive roles in steering the company forward. This has led to new calls for financial transparency, faster data sharing, and having the ability to create new models and explore multiple scenarios quickly. To address these new needs, CFOs are helping to accelerate digital transformation.

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Gamestop and Robinhood – A technical discussion

Finvisage

This week we had a wonderful technical discussion on recent event of short selling involving Gamestop. We discussed the role of Robinhood and the learnings for investors out of these extraordinary chain of events. We went into technical details of what a short squeeze is, what happened with GME, why Robinhood did what they did, what happened at WSB and if there are takeaways from this saga.

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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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On-Demand Pay: Is It Here to Stay?

CFA Institute

The pandemic has spurred the development of Employer Salary Advance Schemes (ESAS), or on-demand pay.

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EY blockchain offerings to integrate with China’s infrastructure

Future CFO

EY has joined China's Financial Blockchain Shenzhen Consortium (FISCO), a non-profit organisation dedicated to the use of blockchain for financial applications, the company announced recently. . EY teams will use Blockchain Service Network (BSN) to offer EY Blockchain Analyzer and EY OpsChain to users in China and across the EY Asia-Pacific region on the FISCO BCOS (Blockchain Open Source) platform, the firm noted.

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Next Generation FP&A: Chris Ortega on the Being Planful Podcast

Planful

On the fourth episode of Being Planful, I was joined by Chris Ortega, Director of Finance, Americas, for Emarsys , a provider of omnichannel customer engagement software. Chris is part of the next generation of FP&A leaders, who use technology to empower Finance to move beyond just the transactional numbers and into being a truly strategic partner to the business.

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The Price of Nature

CFA Institute

To avoid a tragedy of the commons, we need to develop a formal method to price nature assets.

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In the race to vaccinate billions, a powerful planning solution is critical to success

Anaplan

What if you had to give a rose to each person in your city? Every rose must be perfectly fresh and tied with a red ribbon. They must be collected in person in your front yard with a brief, private ceremony. You must begin with neighbors who are over 75 and those who provide essential […].

Planning 102
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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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Gaining agility and resiliency through uncertain times

Future CFO

At no other point in recent history has there been a massive, almost universal change in the way of work for businesses around the world. Digital transformation initiatives which have been in the works, or at some stage of planning, almost overnight saw leadership scrambling to get projects underway at an accelerated pace. Slowed growth in 2020 saw the finance team thrust to prominence as business and operation leaders look to finance to identify opportunities – both internal and external – to p

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Tax implication: Intercompany debt-waiver between parent and subsidiary

Proformative

I work for a US subsidiary (I'll call Inc) whose parent company was based in the.

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Jon Stein, CFA, on GameStop and the Market’s Trust Crisis

CFA Institute

Betterment founder Jon Stein, CFA, shares his perspective on the GameStop fiasco.

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What is Anaplan? And how does it exemplify Connected Planning?

Anaplan

The planning disconnect Every time a new year begins, many of us take it as an opportunity to reorder our lives. Reorganize closets or refrigerators, create an emergency go-bag, get ahead of tax planning so that the weekend before the filing deadline you’re not frantically pawing through a year’s worth of receipts – you get […].

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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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Gartner: 58% of the workforce will need new skillsets

Future CFO

Organisations find it increasingly difficult to quickly find and develop talent with the most in demand skills and at the same time 58% of the workforce needs new skills to get their jobs done, Gartner said recently. Gartner TalentNeuron data shows the total number of skills required for a single job has been increasing by 10% year-over-year since 2017.

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Which is best android tablet for pos in restaurant and retail market?

Proformative

Any recommendations on POS Software for Restaurant and Retail Market? Looking f.

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Data Update 4 for 2021: The Hurdle Rate Question!

Musings on Markets

What is a hurdle rate for a business? There are multiple definitions that you will see offered, from it being the cost of raising capital for that business to an opportunity cost , i.e., a return that you can make investing elsewhere, to a required return for investors in that business. In a sense, each of those definitions has an element of truth to it, but used loosely, each of them can also lead you to the wrong destination.

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How Asia Pacific organisations navigate cybersecurity challenges

Future CFO

Are organisations in Asia Pacific doing what it takes to guard themselves against cybersecurity challenges? According to Cisco’s 2021 Security Outcomes Study for the Asia-Pacific markets, 36% of the region’s organisations reported successfully navigating current cybersecurity challenges in today’s remote-first world with software and cloud-first strategies.

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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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Moody's expects lower default rate in Asia Pacific in 2021

Future CFO

Moody’s forecasts a 3.6% trailing 12-month high-yield non-financial corporate default rate for Asia Pacific at the end of 2021, down from 7.3% in 2020, under its baseline scenario of economic recovery in Asia and continued fiscal and monetary policy support, the firm said in a recently published report. “We expect APAC as a whole to register faster economic growth – led by China (A1 stable) – when compared with other regions, as the early containment of the coronavirus in major Asian economies h

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The anticipatory accountant

Future CFO

Accounting professionals need to shift from reacting to reflecting on key trends and anticipating how best to position the industry for future success. The post The anticipatory accountant appeared first on FutureCFO.

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Green stimulus, climate policy to amplify ESG trends

Future CFO

The impact of ESG (environmental, social, and governance) issues in financial markets will accelerate in 2021 as the effect of government stimulus, decarbonisation policies and greater disclosure requirements overlap in 2021, Moody's Investors Service said in a report published recently. The growing landscape of measures to align investment with sustainability goals will hit home in 2021, with increasing disclosure requirements improving the ability to differentiate on sustainability issues, sai