Anaplan

MAY 19, 2021

To enable true digital transformation, CFOs should see themselves as business leaders first and finance heads second.

Finance 94

Finance 94

The SaaS CFO

MAY 19, 2021

Almost everyone in SaaS has heard of the LTV to CAC ratio. And almost everyone has heard that we should target an LTV to CAC ratio of at least three. This was popularized (I believe) by the great content published by David Skok on SaaS metrics. But what does it mean to have an LTV […]. The post LTV to CAC Ratio of Three | Myth or Legend appeared first on The SaaS CFO.

CFO 52

CFO 52

Planful

MAY 19, 2021

We’ve worked with thousands of FP&A professionals over the years, at our customers and partners, and also internally, with the Finance experts who design and build our solutions and ensure the success of our ecosystem. Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its […].

Planning 52

Planning Finance 52

Future CFO

MAY 16, 2021

While CFOs surveyed recently by Gartner are likely to invest in AI, they need to adopt a different AI approach to reap the benefits of the technology, said Gartner recently. The firm’s survey of 300 CFOs and finance leaders in May 2020 indicate that 90% of respondents anticipate investing “more, less, or the same amount” in AI since the pandemic. To get the full benefits, and thus competitive advantage, from such investments CFOs must look beyond projects that only aim to modernise the function,

Finance 52

Finance Investments Technology Sales 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

CFA Institute

MAY 18, 2021

"When no one owns a problem, it probably won't get solved.".

Communication 74

Communication Leadership Economics 74

Planful

MAY 17, 2021

Financial consolidation and financial reporting—be it year-end, quarterly, or monthly—usually come with stressors: You have to clamber to collect all the data, ensure your inputs are accurate, and handle the close and consolidation process by the deadline. The process is still complex and imperfect. As Mary Driscoll, APQC’s senior research director for financial management, said, […].

Financial Reporting 52

Financial Reporting Planning 52

Future CFO

MAY 16, 2021

Cash is king especially in times of crisis. Since 2020, businesses in Asia have looked more closely on their financial position, especially cash flow, as they face the uncertainties of 2021. Esker’s Taylor Bucker writes that having a clear understanding of cashflow, the processes that establish it and how to effectively manage it is imperative for any organization’s financial health.

Accounting 52

Accounting Credit Risk Invoicing Finance 52

CFA Institute

MAY 19, 2021

A key lesson from the "Enron of Germany": If you see something, say something.

Performance Measuring 52

Performance Measuring Accounting Standards Communication Leadership 52

Corporate Financial Weekly Digest

MAY 21, 2021

On May 20, the European Securities and Markets Authority (ESMA) proposed to the European Commission (Commission) a permanent reduction to the threshold to notify net short positions on shares to EU national competent authorities (NCAs) from 0.2 percent to 0.1 percent. ESMA states that it examined the evidence obtained following its successive emergency decisions, which began in March 2020, to temporarily lower the notification threshold to 0.1 percent.

Marketing 40

Marketing Securities 40

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

Planful

MAY 19, 2021

We’ve worked with thousands of FP&A professionals over the years, at our customers and partners, and also internally, with the Finance experts who design and build our solutions and ensure the success of our ecosystem. Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its capabilities, become valuable agents of success within their organizations.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Finance Management Consulting 40

Future CFO

MAY 16, 2021

Trading on credit has become necessary for companies looking to drive sales and improve their competitive advantage. Today, the majority of B2B invoices issued worldwide involves trade credit, however, an invoice on credit is at risk of payment delay. For businesses looking to secure their cashflow it is essential that they optimise their credit and collections process and minimise customer risk.

Invoicing 52

Invoicing B2B Securities Sales 52

CFA Institute

MAY 17, 2021

We should lean toward investing in all of the world all of the time.

Investments 52

Investments Performance Measuring Risk Management Economics 52

Corporate Financial Weekly Digest

MAY 21, 2021

The Securities and Exchange Commission is seeking comments on a Financial Industry Regulatory Authority (FINRA) proposal to adopt a Supplemental Liquidity Schedule (SLS), and instructions thereto, pursuant to FINRA Rule 4524. FINRA Rule 4524 provides in part that each member, as FINRA shall designate, shall file as a supplement to FOCUS Reports such additional financial or operational schedules or reports as FINRA may deem necessary.

Securities 40

Securities Banking 40

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

Planful

MAY 17, 2021

Financial consolidation and financial reporting—be it year-end, quarterly, or monthly—usually come with stressors: You have to clamber to collect all the data, ensure your inputs are accurate, and handle the close and consolidation process by the deadline. The process is still complex and imperfect. As Mary Driscoll , APQC’s senior research director for financial management, said, “[finance department staffs] are soldiers on the front lines.

Auditing 40

Auditing Finance Planning Investments 40

Future CFO

MAY 17, 2021

Fujifilm Business Innovation Corporation, a leading provider in offering smarter ways to work with document-related solutions and services, was manually processing an average of 32,500 invoices each month, making billing and invoice tracking tedious and time consuming. Sending out monthly invoices took up to nine working days. This translated into cash flow issues for the company, as changes in customers’ addresses were not always updated and invoices wrongly addressed, resulting in late payment

Invoicing 52

Invoicing Compliance Accounting Finance 52

Future CFO

MAY 17, 2021

Organisations are keenly aware of the important role data plays in the decision-making process; and much has been discussed about operating with a data-centric mindset. Acknowledging that terms such as Big Data and Artificial Intelligence (AI) exist is no longer enough. As firms strive to foster a data-centric mindset throughout the organisation, it grows clear that lacking a data strategy will likely hinder future growth.

Auditing 52

Auditing Pharmaceutical Finance Transportation 52

Future CFO

MAY 20, 2021

Cybersecurity requires more effort as the median attacker dwell time before detection was 11 days, said Sophos recently when releasing its Active Adversary Playbook 2021. In 11 days or 264 hours, there’s ample time for malicious activities, such as lateral movement, reconnaissance, credential dumping, and data exfiltration to take place, the firm added.

Securities 40

Securities Technology 40

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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

Future CFO

MAY 19, 2021

The post-pandemic global economy wound not the like the one before the coronavirus hit, said EIU recently. To tackle the outbreak, developed countries have unleashed record-high amounts of fiscal stimulus, pushing public-debt ratios to unprecedented levels, EIU noted. Meanwhile, long-term growth prospects are grim, raising questions about the sustainability of such high debt levels and the implications of the current situation for economies around the world, EIU added.

Forecasting 40

Forecasting Banking Securities Marketing 40

Future CFO

MAY 18, 2021

Inefficient contracting has led to revenue loss and missed opportunities for more than half (57%) of the world’s major companies, said EY recently. In addition, 50% of major firms have missed out on business, according to results of a survey of 1,000 contracting professionals and leaders from law departments, procurement, commercial contracting and business development functions around the world.

Technology 40

Technology Planning 40

Future CFO

MAY 17, 2021

Accountants have reservations about digital tools built for anti-fraud purpose, believing they are too expensive and irrelevant for smaller practices, said ACCA recently. Only 49% of respondents ran any form of online checks on new clients — preferring to verify passport and other identity details using traditional paper methods, according to results of a survey of 278 accountants who are mainly based in the UK but there are also inputs from around the world.

Accounting 40

Accounting Finance 40

Future CFO

MAY 16, 2021

Improving emotional intelligence (EQ) has been transforming employees and organisations. ACCA in this video offers some tips on how you can improve your EQ that will in turn boost productivity. The post The importance of emotional intelligence appeared first on FutureCFO.

Accounting 40

Accounting 40

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