PYMNTS

DECEMBER 8, 2020

It was only a few short years ago that the conventional wisdom was that millennials were shaping up to be slower entering the homebuying market than their Gen X siblings and baby boomer parents. The theory most famously put forth by the Washington Post’s Catherine Rampell is that millennials were scared by the mortgage market meltdown that triggered the Great Recession in 2008, preferred to live in cities and were unwilling to tie themselves to a single location the way previous generations had

Economics 141

Economics Forecasting Concentration Manufacturing 141

Jedox Finance

DECEMBER 10, 2020

We are pleased to welcome sales expert Markus Franke from Jedox partner BearingPoint to share his insights on sales planning in the era of Digital Transformation and provides an overview of how integrated sales planning can boost productivity in your organization. As a sales manager, it is more important than ever to set realistic goals for your team and to be able to track execution transparently.

Sales 59

Sales Forecasting Budgeting Planning 59

CSC Advisors

DECEMBER 10, 2020

Cash flow is the number one reason why small businesses fail, so managing your cash is essential. But disasters, like hurricanes or pandemics, can make it hard to keep the money rolling in. Luckily, programs like SBA loan assistance can help you maintain your business. You can get the funding you need as you recover from whatever disaster comes your way.

Economics 52

Economics Banking Finance Numbers 52

Future CFO

DECEMBER 9, 2020

Exports from Hong Kong will grow 5% year-on-year by value while the HKTDC Export Index has risen for three consecutive quarters from a record low of 16.0 to 36.2, said the Hong Kong Trade Development Council (HKTDC) recently. In addition, about 60% of those surveyed quarterly for the index anticipate sales will increase or remain unchanged in the coming year, according to HKTDC.

Manufacturing 52

Manufacturing Sales Economics Retail 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

PYMNTS

DECEMBER 9, 2020

In payments, speed is everything. So, it’s no surprise that in a fireside chat with PYMNTS Karen Webster, Visa ’s Alan Koenigsberg , global head of new payment flows at Visa Business Solutions; and Tim Summers , vice president of Visa Direct global segments and market development, said B2B payments between buyers and suppliers are poised to pick up speed as they travel round the globe.

B2B 134

B2B Reconciliations Accounting Invoicing 134

Capital CFO LLC

DECEMBER 7, 2020

Creating and managing a personal budget is not difficult. It takes discipline and a good understanding of your expenses and how you spend money. Creating a budget plan and committing […]. The post Personal budgeting 101- how to create a budget appeared first on Capital CFO.

Budgeting 52

Budgeting CFO Planning Finance 52

Future CFO

DECEMBER 8, 2020

Finance leaders must navigate both big and small changes to protect employees’ mental energy as the pace of change is wearing down members of their teams, said Gartner recently when releasing results of a survey with 499 finance and shared services employees in January 2020. “When employees go through periods of heavy change, particularly as we are experiencing this year with COVID-19, it takes more effort to meet the same expectations for timelines, quality and quantity of work,” said Tamara Sh

Finance 52

Finance 52

PYMNTS

DECEMBER 9, 2020

In what’s beginning to feel like something of a trend in recent years, the payments landscape has seen its latest big global consolidation. Italian payments processor Nexi SpA recently announced plans to purchase private equity-owned rival Nets A/S, creating Europe’s biggest payments firm by volume. It’s just the latest in a series of mega-mergers seen throughout the industry.

Banking 122

Banking Marketing Sales Retail 122

CFA Institute

DECEMBER 8, 2020

As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?

Planning 52

Planning Economics Investments 52

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

CFO Plans

DECEMBER 7, 2020

By Casey Gillam – Sales Manager at CFO Plans Inc. “Beer is proof that God loves us and wants us to be happy.” Whether Benjamin Franklin actually authored this quote or we’re just hopeful that he did, the sentiment remains that Americans have enjoyed consuming cold brews since the time this land became the United States of America. We hold this truth to be self-evident, that tasting the beer that you yourself brewed creates the desire to brew more and do it better.

CFO 40

CFO Compliance Financial Systems Planning 40

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. Teoh shared with us her thoughts on some of the gender-related challenges at work and how to overcome them, advice on how to deal with the new normal as a finance executive, and how she reimagines borderless digital currencies as a “point junkie”.

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

PYMNTS

DECEMBER 9, 2020

When Home Depot announced last month its plans to acquire HD Supply Holdings , it wasn’t just a sign of expansion for the home improvement retailer. The takeover signaled an evolution of the company's business model from a traditionally business-to-consumer (B2C) seller, to one that includes business-to-business (B2B) operations. It was also indicative of a growing trend of B2C merchants expanding into the B2B realm in an effort to take advantage of a surging market.

B2C 118

B2C B2B Accounts Payable Invoicing 118

CFA Institute

DECEMBER 10, 2020

J.C. de Swaan has produced a field manual for those fearing for their virtue in the moral minefield that is modern finance.

Finance 52

Finance Economics 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

PYMNTS

DECEMBER 10, 2020

Major U.S. retailers CVS and Walmart are readying to begin distributing COVID-19 vaccines, according to published reports. CNBC reported that CVS is ready to begin doling out the vaccines to the most vulnerable populations within 24 to 48 hours of receiving them. CVS CEO Larry Merlo said per CNBC that CVS has 10,000 healthcare professionals ready to administer the vaccines in nursing homes and assisted living centers.

Healthcare 118

Healthcare Retail 118

PYMNTS

DECEMBER 11, 2020

Twitter has acquired Squad, a Silicon Valley startup that gives people the ability to hang out virtually with friends on other apps, Squad announced in a blog post and Twitter tweeted on Friday (Dec. 11). Squad will help Twitter “bring new ways for people to interact, express themselves, and join in the public conversation,” Twitter Vice President of Product Ilya Brown said in a tweet. .

Startups 117

Startups Planning Technology 117

PYMNTS

DECEMBER 11, 2020

While the COVID-19 pandemic will eventually come to an end, many of the changes it has brought will likely persist into the future. Digital has certainly advanced further and faster than anyone predicted at this time last year, and the ground that’s been taken is unlikely to ever be surrendered back, Helena Mao , vice president of global product strategy for payment solutions at Blackhawk Network , told PYMNTS in a recent conversation.

Currencies 116

Currencies Retail Sales Marketing 116

PYMNTS

DECEMBER 6, 2020

Citigroup will be helping governments around the world establish sovereign digital currencies, or central bank digital currencies (CBDC), CEO Michael Corbat says, according to a report from CoinDesk. Speaking with David Rubenstein at a Bloomberg event on Friday (Dec. 4), Corbat said the development of such digital currencies was likely inevitable with the way money has been trending.

Currencies 114

Currencies Banking Marketing 114

Advertisement

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

PYMNTS

DECEMBER 9, 2020

Bill.com and Wells Fargo are partnering on a new feature called Bill Manager to help small- to medium-sized businesses (SMBs) access automation for the accounts payable (AP) and accounts receivable (AR) process, according to a press release emailed to PYMNTS. Bill Manager will integrate cloud-based processes from Bill.com into Wells Fargo's digital banking service, the release stated, creating a paperless method for paying bills and offering "simplicity, visibility and control.".

Accounts Payable 113

Accounts Payable Invoicing Accounting Banking 113

PYMNTS

DECEMBER 9, 2020

Square is offering merchants in the beauty and wellness industry a point of sale (POS) tool that integrates appointments, payments and checkout for a streamlined, secure process. . Square Appointments is a front desk solution that works with the business payments processing tool Square Register. The app-based tool gives salon customers the ability to book their appointments online and also issues reminders.

Retail 113

Retail Securities Sales Technology 113

PYMNTS

DECEMBER 11, 2020

The digital-first economy was huge factor in automotive sales this year, as evidenced by a new report from JD Power. The research company’s annual sales satisfaction index showed that decreased showroom traffic caused by COVID-19 shutdowns fast-tracked dealer adoption of digital selling tools. “The more shoppers are exposed to remote communication and actual online buying options, the more they may prefer these methods in the future over traditional showroom visits to wade through inventory and

Communication 113

Communication Retail Sales eCommerce 113

PYMNTS

DECEMBER 7, 2020

You’d be forgiven for thinking that, in banking, the deal is dead. The pandemic, after all, has obliterated “normal” business trends and caution reigns. NCR Digital Banking Senior Vice President and General Manager Doug Brown told Karen Webster there will be an acceleration of deal making on the other side of the pandemic, particularly as financial institutions (FIs) recalibrate and expand their digital efforts.

Mergers and Acquisitions (M&A) 113

Mergers and Acquisitions (M&A) Banking Invoicing Leverage 113

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

PYMNTS

DECEMBER 10, 2020

Pet retailer Petco is launching same-day nationwide delivery in partnership with DoorDash that can be accessed via a redesigned website and upgraded app. . "Consumers want more than a transactional relationship with the companies they do business with," Petco Chief Digital and Innovation Officer Darren MacDonald said in a Thursday (Dec. 10) press release.

Prioritization 111

Prioritization Retail Securities Accounting 111

PYMNTS

DECEMBER 11, 2020

Although much of the 2021 holiday season will be very different than anything that came before it, some of the changes are easier to anticipate than others. Discussing the most recent edition of PYMNTS’ Global Digital Shopping Index , Michele Herron , Cybersource ’s senior vice president of strategy and insights, told Karen Webster that much of the data confirms what we already knew — or at least strongly suspected.

Retail 109

Retail eCommerce Investments Technology 109

PYMNTS

DECEMBER 11, 2020

In less than two years, Costa Rica’s OMNi has gone from a modest platform with 1,000 bicycle shares in the Latin American country’s capital to become the nation’s dominant and uncontested super app. By bringing modern digital technology and payments expertise to existing businesses, the startup has been able to double its offerings – and then double them again – at a time when the world was contending with the coronavirus.

Entertainment 108

Entertainment Healthcare Leverage Startups 108

PYMNTS

DECEMBER 11, 2020

The struggling New York City restaurant industry was dealt a blow on Friday (Dec. 11) when New York Gov. Andrew Cuomo ordered indoor dining to cease effective Monday (Dec. 14) due to the acceleration of the coronavirus. . “You’re going to see a bad December, a bad January. How bad is the question,” Cuomo said during a news conference in Albany, per numerous news outlets.

Numbers 107

Numbers 107

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