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

article thumbnail

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.

article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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.

CFO 52
article thumbnail

The Price of Nature

CFA Institute

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

article thumbnail

Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

article thumbnail

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.

More Trending

article thumbnail

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

article thumbnail

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.

article thumbnail

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.

article thumbnail

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
article thumbnail

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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 […].

article thumbnail

What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

article thumbnail

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.

article thumbnail

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.

Retail 40
article thumbnail

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.

article thumbnail

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.

40
article thumbnail

Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

article thumbnail

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

article thumbnail

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.

article thumbnail

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