Sat.Nov 13, 2021 - Fri.Nov 19, 2021

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A Cold Secondary Stock Offering

Corporate Finance

You can own a sports team. The Green Bay Packers are offering 300,000 shares of stock at a price of $300 per share.There are currently a little over 5 million shares of the Packers outstanding. Of course, you will never receive a dividend and have no say in the operations of the Packers. Since you are now a part of of an NFL franchise, there are rules : You cannot own another NFL franchise, you can't act as an agent for any NFL player, you can't publicly criticize the NFL, its management, coache

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Anaplan on AWS: Intelligent innovation scales alongside revolutionary planning

Anaplan

Business leaders can expand their planning reach, accelerating decision making and solving business complexities.

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Trending Sources

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Why are your employees working conditions important when preparing your business for sale?

One to One

The post Why are your employees working conditions important when preparing your business for sale? appeared first on ONEtoONE Corporate Finance.

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The 8 Worst Mistakes in Digital Transformation

The Finance Weekly

Digital transformation has been the central development of the modern workforce for years. All organizations have had to adapt to the development of , powerful technological innovations in today’s corporate landscape in some form or another. Finance professionals in particular have had their work processes changed by digital transformation. Unfortunately, most fail to effectively do this, and lag behind the competition.

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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.

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Developing a data strategy for business agility

Future CFO

With a surge in big data, companies face a growing challenge to make their business data-driven. Many have departments that operate in silos with little or almost no unified data strategy. Seventy per cent of companies do not have a well-articulated data strategy. Over 60% do not manage data as a business asset. While 58.8% compete on analytics, according to a 2021 NewVantage Partners Big Data and AI Executive Survey.

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Modern Variants of Capitalism, Part 2: Financial Capitalism

CFA Institute

In financial capitalism, wealth is transaction-based rather than operational.

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Covid Impact on FP&A: How to Plan for the Long Term During Uncertainty

The Finance Weekly

Covid-19 has put an additional strain on companies’ financial planning teams, and many departments are looking to them for answers about the future of the business. In March of 2020, FP&A teams worked around the clock to try to forecast what the future would look like both in the short term and long term. Despite having a year and a half behind us and relative stability being achieved, the struggle still remains to combine short term forecasts with the long term goals of the company, especia

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Build a data foundation to fuel frictionless finance

Future CFO

Organizations across industries and around the world are looking to accelerate their digital transformation efforts post-pandemic to better meet the challenges of the future. The finance function is accelerating a shift that was already underway, with a focus on data—in terms of collection, access, and analysis—to provide even greater value to the business.

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Read the eBook: 5 Trends Impacting Finance and Accounting in 2022

Planful

The pandemic changed everything. Well, reflecting back, that sure seems like an understatement. But as we tentatively emerge from nearly two years of unpredictable and fast-changing circumstances, several pandemic-fueled business trends seem clearly destined to become cemented into the post-pandemic status quo. Read the eBook, 5 Global Trends Changing Finance and Accounting Teams, to understand […].

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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.

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When Indices Are Cut: What Withdrawals Teach about Risk-Control Index Design

CFA Institute

Carriers sometimes withdraw an index from further investment. How can advisers explain such a decision to clients?

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RG welcomes new corporate finance executive

Accountancy Today

RG Corporate Finance (RG) has welcomed Adam Tindale to its team as a corporate finance executive. Tindale began his career with Newcastle-headquartered Ryecroft Glenton as an audit and accounts assistant, progressing to audit and accounts senior, before being appointed as a corporate finance executive in October 2021. He spent time on secondment with several of Ryecroft Glenton’s six service lines, including corporate finance, before achieving an accountancy qualification with the Association of

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Mid-market firms eager to embrace sustainability but struggle to overcome barriers

Future CFO

More than six out of 10 mid-market businesses (62%) now believe that sustainability is just as important or more important than financial success, said Grant Thornton when releasing its latest International Business Report (IBR). Environmental, social and governance (ESG) credentials are seen as a competitive advantage for much of the mid-market — reflecting the expectations of their client bases, the firm pointed out. .

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Key Elements of a Merger & Acquisition Integration Plan

VCFO

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. The transaction documents are almost through their first iteration of turns by the attorneys. In your mind, the hard work has been done and you need to negotiate the finer points of the legal docs.

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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.

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Growth in Sustainable Indices Proves Sustainable

CFA Institute

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

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Get Your Financial House in Order

Commercial Credit Group

The end of the year is upon us and tax season is just around the corner. Now is a great time to review some of the, often overlooked, business expenses that may seem mundane and insignificant, but left unchecked can be costing your company thousands of dollars.

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Finance’s key role in building the data-driven enterprise

Future CFO

Why fix what ain’t broken? For many finance functions in Asia, workflows are very manual driven. Manual data entry and processes, paper receipts, and spreadsheets are still how most business gets done, and advanced digital tools are unknown or rarely used. Many finance teams are nowhere near able to declare themselves digital-ready. They definitely fall far short of data and analytics maturity, despite the rhetoric and chatter around the imperative of having a digital finance function.

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Sales Tax for CBD

CFO Share

As cannabis business, you want to know, are CBD products taxable? The answer: yes. Since the 2018 South Dakota vs Wayfair, Inc ruling, the tax code declares that sales tax needs to be collected by the retailer if they are selling to another state, regardless of physical presence. The difficult part is determining how much. A product that was federally illegal a few short years ago, the sale of hemp products is expected to generate $20 billion in sales by 2024.

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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.

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Top 5 Benefits of Cloud FP&A Over Traditional Spreadsheets

Lime Light

Growing companies are always looking for new ways to innovate, cut costs and expand. Sometimes, one of the best ways to innovate is to change the tools with which one conducts business. Spreadsheet software, ubiquitous in the form of Microsoft Excel, is a common financial tool used by most major organizations who seem to have little problem with its use.

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The 5 S&OP Maturity Levels – Where do you stand and how do you get to the next level?

Jedox Finance

What does maximum maturity mean in the 5-step Gartner Sales & Operations Model and how do you get there? Specialist smartPM.solutions has the answer and shares their solution with you in this article. Improving and optimizing company processes requires you to evaluate your status quo. In the following, we describe different maturity levels (see Figure 1) and ask you to consider which stage best aligns with the current status of your S&OP company processes.

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Survey: Half of global senior finance leaders get short term forecasts wrong

Future CFO

CFOs: Do you get your short term forecasts correct? A survey of 750 global senior finance leaders by Tata Consultancy Services (TCS) indicates that 50% of respondents consistently fail to deliver short term forecasts or make significant errors. The survey collected respondents from finance leaders who work for companies with annual revenues of US$5 billion or more from a variety of industries in the nine countries of the Australia, Canada, Germany, India, Japan, Netherlands, UK, US, and Switzerl

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What’s the 2022 economic confidence level?

CFO Strategic Partners

Challenges are expected to continue As 2022 quickly approaches, there are still many challenges and uncertainty organizations continue to face. In the past year, we’ve seen the rise of the “Great Resignation” lead to an employee shortage. Supply chain challenges have continued and now the pandemic assistance for organizations has expired. With preparation for 2022 underway, CFO Strategic Partners has been hearing whispers of uncertainty.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Dustin Williamson Joins vcfo as Houston Managing Director

VCFO

vcfo is pleased to announce the addition of Dustin Williamson to the team as Houston Managing Director. With more than 25 years of financial and management experience, he will now be mentoring and empowering our team of finance and HR consultants, spearheading our quality program, and driving strategic growth in the area. Highly analytical and forward-thinking, Dustin’s areas of expertise include structured finance, strategic planning, valuations, turnarounds, traditional and unconventional inve

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5 Things To Consider When Hiring a Creative Fractional CFO

Adam Kae

By Katelyn Sieber Congratulations! Your company has grown to the point where the guidance of a Fractional CFO can, well, guide you. Hiring a Fractional CFO, however, is not a decision to be taken lightly. Just with any leading executive position, a Fractional CFO’s decisions can greatly affect the company for years to come. You need to look for the right talent.

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Consumer behaviours: Opting to live with less and re-evaluate purchases

Future CFO

While consumer behaviours have changed — as reflected in consumers' choice of living with less and re-evaluating purchases, businesses need to rethink their engagement strategies and practices. Some of the newly adopted consumer behaviours during the pandemic — as tracked by the EY Future Consumer Index since April 2020 — have become embedded within the consumer mindset, said EY recently when releasing the index based on a survey of 16,000 consumers.

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Automatic trend analysis drives better business performance

Anaplan

Understanding hidden patterns in your historic data can help you plan better for the future. See how trend analysis can improve your planning and help you improve business performance in the future.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.