Sat.Oct 23, 2021 - Fri.Oct 29, 2021

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How to set and manage sales goals

Jedox Finance

From overarching sales targets to more specific sub-goals and milestones, how should they be defined? What do you need to consider? In this blog post, we look at sales targets and goal setting from different perspectives and discuss what to consider when defining them. Most everyone has goals of some type they aim to achieve. Some reach for the stars, others prefer a more modest approach.

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Planning for Inflation

CFO Network

For those of us on a calendar fiscal, we are probably getting into the process of planning for 2022 and beyond. Since the GFC planning has been focused mostly around growth and a stable economy. The 2022 planning cycle, given recent economic data points, could be anything but another round of the same. Specifically, it will be critical to consider the impact of rising and sustained inflation in our next year forecasts.

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Trending Sources

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Forecasting on a House of Cards: Why You Need Synchronized Financial Statements for Cash Flow Forecasting

Centage

While businesses have adjusted to operating during a global pandemic there is still so much uncertainty. Is now the time to move forward with that planned investment? What about workforce considerations? What decisions need to be made about discretionary expenses? Dynamic market conditions may not be anything new but navigating the current business environment and its unprecedented unpredictability has shined a spotlight on just how critical cash flow forecasting is to an organization.

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Gain Valuable Cross-Functional Insights with Power BI Dashboards

Collectiv

ZS Associates, a major analytics consulting and professional services firm, works with industry-leading clients every day on transformative business strategy and implementing the technology to support it. However, within their own operations, some areas of the business continued to rely on more traditional analysis methods. Ryan McConnell had been the FP&A Manager at ZS Associates for several years, then his role expanded to include reporting processes across finance and human resources.

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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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Modern Variants of Capitalism, Part 1: Classical Capitalism and Shareholder Capitalism

CFA Institute

Today, capitalism knows four configurations, Sebastien Canderle writes. The two examined here are inherited and adapted from previous eras.

More Trending

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How Banks Can Protect Themselves from Losing Customers

FISPAN

It wasn’t long ago that banking customers would remain loyal for life. That’s not because they were happy with their service – many just didn’t have a choice. Historically, financial institutions have made it difficult for people to open accounts elsewhere, and there wasn’t much of a differentiation between what banks offered anyway. Over the last few years, and even more so since the pandemic has gravitated to increasingly digital experiences, that’s started to shift.

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ASC 842 and Lessor Accounting: The Adoption Clock Is Ticking

Embark With Us

If you surveyed financial leaders on what's top-of-mind these days, lease accounting would probably make the top ten. Maybe top three. But it’s well-warranted given how much of a curveball ASC 842 has thrown at financial organizations and already bleary-eyed accountants, particularly with the adoption deadline for private companies right around the bend.

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Market Resiliency, Capital Formation, and Investing for Our Future

CFA Institute

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.

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Hot-Tip: Watch New Video Overview of the Digital Solutions Economy

Bramasol

New Video on the Digital Solutions Economy. You have probably already heard terms like “solutions economy” and “subscription economy” but these don’t really capture either the breadth of industry applications that are being disrupted or the full scope of related process changes that are needed to create dynamically scalable and manageable systems for market success.

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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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Working with Graph in Oracle Analytics - Intro

Qubix

You can find the following definition of Graphs and Graph theory on Wiki : In mathematics, graph theory is the study of graphs, which are mathematical structures used to model pairwise relations between objects. A graph in this context is made up of vertices (also called nodes or points) that are connected by edges (also called links or lines). A distinction is made between undirected graphs, where edges link two vertices symmetrically and directed graphs, where edges link two vertices asymmetri

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Saving Money Without Spending Money: Profitability With Your CFO

ProCFO Partners

When you hire salespeople, their job is to increase sales and bring in revenue. Your CFO is meanwhile thought to protect the firm’s assets, managing financial functions and reporting. No question this is important – but how does it impact the bottom line? In this article we’re exploring some tactics and practices that your CFO can use to recalibrate how your company manages benefits, utilities and more to increase profitability, disrupting the status quo without disrupting the way you do b

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Female Advisers: Five Reasons Why They’re a Better Fit Than Ever

CFA Institute

What are women investors asking their investment advisers as we emerge from the global pandemic?

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Profitability: More than one-third of businesses report 11-30% drop

Future CFO

When it comes to profitability during the pandemic, businesses have suffered decrease and 32% of 536 businesses across 26 trade sectors surveyed in Asia Pacific reported 11-30% drop, said Euler Hermes recently when releasing results of a study. The trade credit insurer also warned that global insolvencies might rise by 15% in 2022 after two consecutive years of decline, as government support gradually phases out.

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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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SaaS Accounting & SaaS Finance: Twin Engines for SaaS Growth

Driven Insights

Optimizing your accounting practices for the SaaS space is critical to running a healthy SaaS business, but it’s not enough to transform it into a market leader. For that, SaaS finance expertise is essential. In this article, you'll learn how accounting and finance fit together, the functions and roles in each, how you can benefit, and the SaaS growth stages where they matter.

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What does the Budget mean for Business Owners?

Regent Assay

The Chancellor had the unenviable task of steering the UK economy out of the single biggest peacetime shock the UK Economy has ever seen. He made it very clear that this is a once-in-a-generation opportunity to change the balance of the UK Economy and to shape it for the future. A major highlight for business owners however will be something the chancellor didn’t mention today.

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ESMA outlines its approach to reporting on systemic impacts of clearing

PWC UK

by Brian Polk Director. Email +44 (0)7711 898535. More articles by Brian. When the European Commission (the Commission) announced its decision to provide temporary post-Brexit equivalence (from 31 December 2020 until 30 June 2022) for three UK CCPs (central counterparties) in September 2020, it asked the European Securities and Markets Authority (ESMA), during this period to: “… conduct a comprehensive review of the systemic importance of UK CCPs and their clearing services or activities to the

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Post-pandemic: What are the key priorities that CFOs must consider?

Future CFO

There are five key priorities that CFOs must consider while navigating the post-pandemic business landscape, said Tricor Group and FutureCFO when releasing recently results of a survey of 600 CFOs worldwide. The inaugural CFO Insights Survey 2021 sampled a cross-section of CFOs from startups, SMEs, MNCs and listed companies in the private sector globally with a concentration on the key Asia Pacific economies of China, Hong Kong, Malaysia and Singapore, the two organisations noted.

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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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Procurement planning platforms: Discover hidden opportunities to reduce costs and achieve new efficiencies

Anaplan

Even in uncertain times, procurement must deliver cost savings and efficiencies. A unifying procurement planning platform reveals pathways to both.

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Greg Packard – Treasurer at JBT Corporation | Episode 198

Treasury Talent

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. Greg Packard of Treasurer at JBT Corporation joins us in this episode. In this episode: What brought Greg to treasury and why did he choose it as a career. The highlights of his career. How treasury varies in the different industries he worked with. The difference between the corporate and the banking side.

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Fall 2021 | M&A Report In The Metal Fabrication Industry Sector

Corporate Finance Associates

The report below gives a good overview of the Fall 2021 M&A activity in the Metal Fabrication Industry Sector. The global sheet metal fabrication services market size was valued at $15.81 billion in 2020 and is estimated to grow at a CAGR of 3.46% to reach $16.31 billion by 2021, as per research published by Research and Markets. The increasing investments in major end users of automotive, aerospace, and military industries, will propel the growth in the global sheet metal fabrication servic

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Singapore ranked second in global talent competitiveness index

Future CFO

Singapore is ranked second in Global Talent Competitiveness Index while the city-state together with Switzerland and the US continue their strong lead in talent competitiveness, said INSEAD recently. European countries dominating the top positions with 17 of them in the top 25 in the 2021 Global Talent Competitiveness Index (GTCI) report published by INSEAD and the Portulans Institute.

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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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ION Commodities WAM supply chain optimization solution goes live at Eramet Marketing Services

ION Group

ION’s WAM solution has been successfully deployed across three regions to optimize EMS’s manganese material flows to its global customers. The post ION Commodities WAM supply chain optimization solution goes live at Eramet Marketing Services appeared first on ION.

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The Billionaire Tax: The Worst Tax Idea Ever?

Musings on Markets

If you have been tracking the torturous workings of the infrastructure bills working their way through Congress, consideration is now being given to a "billionaire" tax, focused on a extraordinarily small subset of Americans, and intended to raise tens, perhaps even hundreds, of billions of dollars in revenues, to cover the costs of the bill. I am constantly amazed by the capacity of legislatures to write bad tax law, but this one takes the cake as perhaps the worst thought-through and most inef

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PodChats for FutureCFO: Revolutionising operations and realising the future of work

Future CFO

Gartner predicts that 90% of large organizations globally will adopt Robotic process automation (RPA) in some form by 2022 and will triple the capacity of their existing RPA portfolios through 2024. According to Boston Consulting Group (BCG), CFOs are under the gun and need to manage the growing burden of regulatory controls while being proactive advisors to the business and ensuring a focus on the bottom line.

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Mastercard announces new supply chain finance offering

Future CFO

Mastercard announced recently a new supply chain finance offering within Track Business Payment Service (Track BPS) , saying it is designed to increase access to working capital while lowering costs, reducing complexity and risk, and accelerating automation when businesses pay and get paid. There is a lack of scalable solutions in the market, which makes supply chain financing out of reach for many businesses, MasterCard said.

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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.