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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The Growth Architect: How Financial Leaders are Unlocking Potential

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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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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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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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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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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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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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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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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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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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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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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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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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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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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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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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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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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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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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Boards of directors are increasing risk appetite into 2022

Future CFO

Boards of directors (57%) surveyed by Gartner have increased or expected to increase their risk appetite heading into 2022, said the advisory firm recently. In addition, boards of directors (BoDs) cite economic uncertainty (38%), disruptive business models from competitors (35%) and cost inflation due to supply shortages (28%) as the top risks to business performance, according to Gartner.

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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.