Sat.Mar 27, 2021 - Fri.Apr 02, 2021

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50 Shades of FP&A Maturity

Fpanda Club

Recent technological advancements and constant changes in the business environment enable the finance function in general and FP&A teams in particular to adopt new ways of work, new practices, new tools to meet the needs of their internal and external customers. Unfortunately, 75% of time of FP&A teams is still allocated to data gathering and process administration.

Budgeting 130
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The path to becoming a transformational finance leader

Anaplan

The path to becoming a leader in corporate finance used to be straightforward. You’d major in something like finance, economics, or accounting, get a junior position in one of a few tracks, and stay there for 10-20 years, probably earning an MBA or CPA along the way. You’d steadily gain more experience and seniority, and […].

Finance 104
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Being Planful: Helpful FP&A Resources

Planful

The world really has changed, and now most CFOs are talking less about what’s changed and more about how to leverage that change. Data continues to be the logical key to success. But, finding ways to use your growing mountains of data continues to boil down to continued digital transformation, the harnessing of artificial intelligence, […]. The post Being Planful: Helpful FP&A Resources appeared first on Planful.

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Equipment Lease vs. Loan: Which is Right For You?

Commercial Credit Group

When considering an equipment acquisition for your business, you may have wondered, “Should I choose a lease or a loan?” Depending on your industry, the type of equipment you intend to acquire, and your business needs, a loan may be a better option over a lease. So, what’s the difference?

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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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CS Lucas launches new TMS service

CS Lucas

CS Lucas has launched a new Treasury Management System designed to ensure the reliance upon spreadsheets in treasury is eliminated. We believe that treasurers should be working with the best tools available to them in order to perform to industry standard. That is why we have developed CS Lucas Essentials. . CS Lucas Essentials is our new, cost effective treasury management solution that will provide treasurers with quick access to an industry proven and matured system.

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Effective Grant Writing Strategies for Nonprofit Companies

Capital CFO LLC

When a nonprofit company engages a firm to assist them with effective grant writing strategies, they take the burden off their shoulders and put the most competitive grant proposal forward. […]. The post Effective Grant Writing Strategies for Nonprofit Companies appeared first on Capital CFO.

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How to Manage Inflation Risk: The Local Inflation Factor

CFA Institute

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

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Boardroom indifferent about cyberattack increases in Asia

Future CFO

While nearly 70% of Asia Pacific organisations suffered a cyberattack in 2020 — an increase of 36% from 2019, 59% of businesses said that their cybersecurity budget is below where it needs to be, said Sophos recently when releasing results of a study of 900 business decision makers across Asia Pacific and Japan, Survey highlights. Of these successful breaches, 55% of companies rated the loss of data as either “very serious” (24%) or “serious” (31%).

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Internal audit at risk of being overstretched in 2021

Future CFO

The internal audit function faced both declining budgets and a significantly expanded workload in 2020, according to Gartner survey of 299 internal audit organisations in 2020. For many heads of audit, it’s not clear where the extra capacity is going to come from, said Margaret Moore Porter, managing vice president in the Gartner Audit practice. “It’s clear the pandemic has created and heightened risks that need audit oversight, but there is a real danger of the function being overwhelmed unless

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

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.

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MIT TRI – New business models, big opportunity for planning in 2021

Future CFO

In 2020, businesses and leadership took a ‘hold your post’ position to ride the disruption. This 2021, businesses are ready to move beyond resilience and recovery and capture growth. To succeed corporate execs and finance professionals plan to take advantage of emerging technology. Scott Brown, senior vice president of finance at tech distributor Mouser Electronics said: “Whether it’s software, hardware or automation, we are investing in state-of-the-art solutions and systems to help us work sma

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COVID-19 and 17 May: Tax Day Considerations for Clients

CFA Institute

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

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What financial reporting execs want in terms of technology

Future CFO

The current pandemic is prompting some financial reporting execs to rethink their technology needs despite their confidence in getting their jobs done with current technologies, said the Institute of Management Accountants (IMA) recently when releasing results of a survey of 275 financial reporting professionals, where 11% of the respondents came from Southeast Asia.

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Half of workforce report missing out on upskilling

Future CFO

Half of workers say they’ve faced discrimination at work which led to them missing out on upskilling or career advancement, said PwC recently when releasing results of a new survey of 32,500 workers in 19 countries. Survey highlights. 13% report missing out on opportunities as a result of ethnicity and 14% of workers have experienced discrimination on the grounds of gender, with women twice as likely to report gender discrimination as men. 13% report discrimination on the basis of class, with p

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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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Chinese shadow banking expected to further decline in 2021

Future CFO

The fall in China's shadow banking activities since the fourth quarter of 2020, reversing the growth over the first three quarters, is set to continue in 2021 as regulators withdraw economic stimulus and focus on containing financial systemic risks, said Moody’s recently. Shadow banking assets slightly rose by RMB200 billion in 2020 to reach RMB59.2 trillion , after a RMB500 billion decline in Q4 reversed the RMB700 billion increase in the first three quarters, the credit rating agency noted.

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Add to cart: Bringing wholesale distribution online

Future CFO

The global retail and wholesale market is expected to reach US$71.8 trillion in 2021, up 9.9% from 2020. The growth is attributed to the ability of businesses to re-arrange operating models to reflect the restrictions imposed by COVID-19. The market is expected to reach $93696.36 billion in 2025 at a CAGR of 7%. According to MarketsandResearch , retailers and wholesalers are adopting a robust and cohesive strategy for data analytics in management.

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Enabling business through financial software

Future CFO

Every business is unique even if the customer or industry is the same. Yes, they all follow the same accounting principles, manufacturing processes follow the same workflow, and likely they compete for the same customers. But while they will all use the same business software to operate efficiently, successful entrepreneurs, businesspeople, and CFOs see their strategies as unique requiring a different way of accounting, process and innovation.

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Delivering business transformation for Fintech companies

Future CFO

There is no shortage of love for Fintech stories. The attention accorded by media, government and VC capital is all there. But behind the facade of media and event presentations lie the same operational issues that plague incumbents. Except that in the case of startups, they try and cover the challenges of improving product profitability, talent recruitment and retention, scalable risk management and compliance strategies with a limited (and many times shrinking) pool of funding.

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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.

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A guide to financial management software for Fintech companies

Future CFO

Fintech businesses combine the high growth, challenger spirit and hectic workload of start-up companies with the fast-moving world of technology and software development. They are also characterised as highly focused on their business strategy with limited opportunity to properly develop backend operations including financial processes and regulatory requirements.

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The Tao of corporate finance

Future CFO

What is the Tao of Corporate Finance? As McKinsey senior partner and Valuation author Tim Koller tells us, it is a formula that represents everything there is to know about finance. If you remember it, you can bring to mind the key drivers to consider when thinking about the valuation of a company. The post The Tao of corporate finance appeared first on FutureCFO.