Sat.Oct 16, 2021 - Fri.Oct 22, 2021

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5 Strategies to Build Business Credit Easily and Quickly

Business Credit Blogger

Build Business Credit In today’s post we share five key strategies for building business credit easily and quickly. These five strategies provide a fast and efficient way to establish your business credit file with major business credit reporting agencies. If your new to building business credit it’s important to recap on why it’s an essential […].

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The ultimate guide to zero-based budgeting (ZBB)

Anaplan

What is zero-based budgeting (ZBB)? Zero-based budgeting (ZBB) is a methodology to help align company spending with strategic goals. Its approach requires organizations to build their annual budget from zero each year to verify all components of the annual budget are cost-effective, relevant, and drive improved savings. Implemented effectively, ZBB is a cost discipline enabling […].

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How CFOs can transform to Finance 4.0

Jedox Finance

Change is happening in Finance, and we have outlined both how the mindset should change and how to create time and energy for doing more value-adding work. However, knowing that change should happen and making the change happening are two very different things. Especially if you are a CFO and looking at your finance function and thinking how you can transform it to Finance 4.0.

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3 Corporate Governance Issues in 2021 and How To Overcome Them

Planful

CFOs play a vital role in informing the board’s corporate governance. It’s the CFO’s responsibility to consider the best interests of both the organization and its stakeholders when evaluating the company’s finances. The person in this role should provide the board the financial knowledge needed to set the company’s larger strategy. As Jonathan Joyce, who […].

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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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How Access to a Global Talent Pool Has Changed Corporate Finance

The Finance Weekly

Remote work’s existence began years ago with the dawn of digital transformation. This development reshaped the very fabric of the corporate world as we know it. For the past year and a half, this profound transition has manifested itself more clearly than ever due to the COVID-19 epidemic, as virtually all office workers were forced to make the exodus from their in-person workplaces to a work-from-home new normal.

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Take a 360 Degree Approach to Get More Value From Your Data

Collectiv

Enterprises in every industry know it’s important to make data-driven decisions in 2021 and beyond. However, becoming a data-driven organization is often far more complicated than business leaders expect. Simply implementing the best BI tools isn’t enough to reap the benefits of your organization’s data. Shifting to a data-driven approach involves a high-level change in mindset and strategy.

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Why Banks Must Put the Customer Experience First

FISPAN

There’s a good reason why Apple is considered the world’s most admired company and it’s not all about its actual products. Yes, the iPhone has dramatically changed our lives, but the real reason why people come back to the business time and time again is because of one thing: the customer experience. Over the years, Apple has spent a lot of energy on keeping its customers happy and engaged.

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Hot-Tip: Managing End-to-End Cash Flow for DSE

Bramasol

The Digital Solutions Economy™ (DSE) is radically changing how companies engage with their customers across many different industries. This Hot-Tip takes a quick look at how DSE impacts cash flow processes and explores both the key trends and the actions you can take to integrate and optimize your end-to-end cash management. Watch this short video learn more: Learn more by registering for this webinar.

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The Next Big Thing: The Age of Fintech, AI, and Big Data

CFA Institute

To celebrate Enterprising Investor ’s 10-year anniversary, Larry Cao, CFA, curates our collection of fintech, AI, and big data coverage.

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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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Business workflow automation: What are companies’ priorities?

Future CFO

When it comes to business workflow automation, which ones do enterprise executives think are the most important and deliver the greatest value? Accounts payable, transaction processing, and bank statement processing are the top three priorities in terms of business workflow automation , according to a global survey of 800 executives by Kofax. Survey highlights.

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Hiring a Virtual Phone Concierge

Capital CFO LLC

Today’s business and office environments are remote, adaptable, and flexible. The virtual phone concierge came about in response to our clients’ request for remote working environments and the need to […]. The post Hiring a Virtual Phone Concierge appeared first on Capital CFO.

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Accounting for Asset Acquisitions vs. Business Combinations: Sweat the Details

Embark With Us

In accounting, something that looks like a duck and quacks like a duck isn’t necessarily one of our fine feathered friends. Nothing proves that point better than the subtle but crucial differences between an asset acquisition and a business combination. And needless to say, it behooves you to understand those oh-so-important differences when there’s a transaction on the horizon.

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Skills That Set You Apart as an Investor: Creativity

CFA Institute

For success in investing, cognitive skills provide the foundation, but creativity gives you that something extra that sets you apart.

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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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Webinar- Power Your Transition to The Solutions Economy with SAP Cash and Treasury Management

Bramasol

Join experts from SAP and Bramaso l as we highlight how the Digital Solutions Economy has impacted Cash Management, Banking and Accounts Receivable in profound ways. We will highlight how subscription, XaaS and other recurring revenue models have reduced volatility and smoothed cash flow but increased bank fees and the need for flexibility. We will show you how powerful tools from SAP can help drive innovation, flexibility and scalability while helping manage costs and increase customer satisfac

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Remote Work Practices for Regional and International Employees

VCFO

This post was co-authored by Teresa Foltz , Senior HR Consultant with vcfo , and Amy Beckstead , Employment Attorney at Beckstead Terry, PLLC. Remote Work Rockets Into Hyperdrive. The onset of COVID-19 pushed the already accelerating rocket of remote work into hyperdrive. The technology and framework for successful remote work models were in place but refined further as more and more organizations and individuals hopped onto the train by necessity.

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Small and Mid-Market Private Equity: Perfecting the Post-Close

ProCFO Partners

Small and Mid-Market Private Equity companies (PE) face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this small team can be exhausted and stretched to its limits. In this article we’ll explore why smaller private equity companies can sometimes struggle and what kind of support they need for a smooth transition.

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CFOSP helps clients overcome unexpected CFO turnover

CFO Strategic Partners

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached out to CFO Strategic Partners for guidance. Our team of professional CFOs met with the organizations’ key personnel and stakeholders to quickly prioritize their needs and gain awareness of all critical tasks and deadlines.

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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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Managing a CFO Transition

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus. The CFO of your organization is one of your key leaders and strategists. He or she is a steward of your company’s finances, a keeper of detailed records and reports, and privy to sensitive data and financial information. What do you do when a CFO abruptly quits or announces plans to retire? The role of a CFO is hard to fill—and it must be done the right way.

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Deloitte country CFO: How you can rise through the ranks

Future CFO

Editor’s note: Being talented and intelligent definitely helps you rise through the ranks, but that’s not enough. The CFO role requires certain traits and skills, said Woranat Dumrongsiri (pictured), Country CFO, Deloitte Thailand and Deloitte Laos during an interview with FutureCFO for the publication’s Female Leadership in Finance Series. The good news is that those traits and skills can be practiced, forged, and refined through various critical moments and relationships, she pointed out.

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6 Factors Changing the Future of Treasury Management – Accessible Text

Bank of the West

6 Factors Changing the Future of Treasury Management. Supply chain snafus, the pandemic, and climate change add pressure on corporate treasurers to better track cash, monitor and forecast liquidity, and assess financial risk. No wonder 83% of treasury professionals say the value assigned to treasury grew during COVID-19. Here are 6 forces reshaping treasury management: Customer and Partner Awareness.

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Index + Factors + Alpha, ESG: Financial Analysts Journal Editor’s Snapshot

CFA Institute

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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Are you prepared for the transformative journey to Extended Planning and Analysis (xP&A)?

Anaplan

Before moving to Extended Planning and Analysis (xP&A) for improved decision-making, Finance leaders need to take these key steps.

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Securing the remote workforce: a CFO perspective

Future CFO

Gartner forecasts that global spending on security and risk management will exceed US$150 billion in 2021 adding cloud adoption and remote working to the mix of reasons for the spend. A 2020 Gartner CFO Survey found that nearly 3 out of 4 CFOs intended to shift at least 5% of their previously on-site staff to permanently remote roles post-COVID-19. Many finance processes are already running remotely, and they incorporate some of the most sensitive data within an organization, including customer

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6 Factors Changing the Future of Treasury Management

Bank of the West

6 FACTORS CHANGING THE FUTURE OF TREASURY MANAGEMENT. Supply chain snafus, the pandemic, and climate change add pressure on corporate treasurers to better track cash, monitor and forecast liquidity, and assess financial risk. No wonder 83% of treasury professionals say the value assigned to treasury grew during COVID-19. Here are six forces reshaping treasury management: 1.

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Multinational utility EDP selects ION Commodities’ Openlink

ION Group

ION Commodities’ Openlink integrates EDP’s trading and retail operations and calculates prices for sales offers LISBON – 19 October. The post Multinational utility EDP selects ION Commodities’ Openlink appeared first on ION.

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Solve Your Firm's Automation Complexities Once and For All

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.