Anaplan

MAY 10, 2021

AI-based forecasting tools can be intimidating and expensive. We offer tips for finding user-friendly tools to help you make smarter predictions, faster.

Forecasting 94

Forecasting 94

CFO Plans

MAY 14, 2021

by Casey Gillam, Sales Manger at CFO Plans Inc. If you’ve ever had your heartbroken, you may have been told, “There are plenty of fish in the sea.” As relationship advice goes, that doesn’t usually do much to make you feel better in the moment. But as business advice goes, this can be a game-changer when you realize the potential. Sustainably sourcing replenishing resources from the planet’s abundant supply to meet the demand of the market was exactly how Rob McAdam decided to build his company

CFO 52

CFO Planning Accounting Financial Reporting 52

Future CFO

MAY 13, 2021

Hong Kong posted a year-on-year 7.9% GDP expansion in Q1 after growth rates had fallen for a record six quarters, according to the city's Census & Statistics Department. While the high percentage came partly from the low base last year, the quarter-on-quarter growth also hit 5.4%, much higher than the 0.5% in the preceding quarter. Growth highlights.

Economics 52

Economics Forecasting 52

PWC UK

MAY 12, 2021

by Camila Montagni Manager. Email +44 (0)7843 331625. More articles by Camila. As treasury leaders, when interacting with our teams and in my case my clients, can we truly say we are actively listening and understanding the exact meaning of what they are saying? I believe active listening will likely give us a clearer understanding of the true feelings and motivations to better enable us to build really trusting relationships.  These are a key component if we are to create an environment t

Treasury 52

Treasury 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

The CFO College

MAY 12, 2021

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice.

Education 52

Education CFO Investments Accounting 52

Future CFO

MAY 11, 2021

CEO sentiment is positive as more of these C-level execs anticipate an economic boom (60%) than stagnation (40%) in 2021 and 2022, said Gartner recently when releasing results of a survey of senior executives. Most respondents (35%) anticipate returning to or exceeding 2019 revenue levels as early as this year, the advisory firm noted. The annual Gartner 2021 CEO Survey was conducted between July 2020 to December 2020 among 465 actively employed CEOs and other senior business executives in North

Economics 52

Economics Sales Technology Investments 52

Creative CFP

MAY 9, 2021

Since this series is primarily concerned with the question "What is money?" it’s necessary that we at least have a general historical perspective of humanity’s relationship with money. What money have we used in the past, and how has it changed as humanity came into contact with successively superior forms of money? We weren't always using rands and dollars.

Currencies 52

Currencies Transportation Treasury Technology 52

Castle Corporate Finance

MAY 10, 2021

Whether at work or in our personal lives, there are those people whose presence we enjoy; there are those with whom we ‘jog along’… And then there are those others – those we might actively avoid. You know who I mean, don’t you!? People seem to fall into three broad categories known as the ‘Radiators’, the ‘Rocks’, and the ‘Drains’. These descriptors hint at the effect they have on us: either providing us with vitality; being passive and immovable; or depleting our energy reserves.

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Commercial Credit Group

MAY 10, 2021

Industries, such as construction, manufacturing, transportation, or waste hauling, that rely on revenue generating equipment are very capital intensive and have a lot of equity tied up in that equipment. Refinancing the equipment can have major benefits to the cash flow and business operations of a company. The top five reasons to refinance equipment are: Lower monthly payments.

Construction 52

Construction Transportation Manufacturing 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

Future CFO

MAY 9, 2021

Finance transformation plans will fail if CFOs do not fully address four areas of comparative advantages of their function, said Gartner recently. Finance transformation’s poor track record Finance transformation initiatives already have a historically poor track record, with just 39% of finance leaders agreeing that these projects have delivered on expected benefits to the function, and even fewer agreeing that the overall business has benefited, Gartner said. .

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Leverage 52

Anaplan

MAY 14, 2021

A new all-in-one solution addresses the consumer goods industry's multi-channel revenue planning challenges across multiple lines of business.

Planning 59

Planning Manufacturing Sales Marketing 59

CFA Institute

MAY 13, 2021

With David Swensen's passing, the financial community has lost one of the most important investors of modern times.

Communication 52

Communication Leadership Economics Investments 52

Corporate Financial Weekly Digest

MAY 14, 2021

On April 11, the Financial Industry Regulatory Authority (FINRA) issued Regulatory Notice 21-18 (Notice) in response to increasing reports from customers experiencing customer account takeover (ATO) incidents. These incidents involve bad actors using compromised customer information, including login credentials, to gain unauthorized entry to customers’ brokerage accounts.

Accounting 40

Accounting Compliance Numbers Securities 40

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

Future CFO

MAY 13, 2021

Refinancing risk in China is increasing for some finance firms, as increased borrowing in recent years have led to a lumpy debt maturity structure for many, said Moody’s recently. China's accommodative monetary policy, the development of its capital markets and the business expansion of recent years have lifted leverage among finance companies, said Sean Hung, a Moody's Vice President and Senior Analyst.

Finance 40

Finance Leverage Marketing 40

ION Group

MAY 9, 2021

Cedacri – Bond Launch Press Release. The post Cedacri – Bond Launch Press Release appeared first on ION.

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CFA Institute

MAY 9, 2021

So what is the value factor's key performance driver? Based on what evidence?

Investments 52

Investments Performance Measuring Risk Management Economics 52

Musings on Markets

MAY 11, 2021

In my last post, I looked at the Biden Administration's proposal to increase corporate taxes, to provide funding for an infrastructure bill, and concluded that while there is room for raising corporate taxes, it would be more efficient and fairer to do so by reducing the tax credits and deductions in the code, than by raising the tax rate. In the weeks since, the administration has come up with its follow-up proposal, this one funded by increases in individual taxes, primarily on the wealthy.

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Investments Valuation Treasury Forecasting 52

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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

Future CFO

MAY 12, 2021

More than half (54%) of employees surveyed from around the world would consider leaving their job post-pandemic if they are not afforded some form of flexibility in work, said EY recently when releasing results of a survey. The survey canvassed the views of more than 16,000 employees across 16 countries and multiple industries and job roles, according to EY.

Education 40

Education Technology Finance Investments 40

ION Group

MAY 14, 2021

Cedacri – Pricing Press Release. The post Cedacri – Pricing Press Release appeared first on ION.

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CFA Institute

MAY 12, 2021

What will portfolio management look like in 2038?

Economics 52

Economics Investments 52

Future CFO

MAY 10, 2021

Alibaba affiliate Ant Group is participating in China’s digital currency trial, according to a report by China Securities Journal. MYbank — an online bank in which Ant has a 30% stake — allows some users to link their accounts with China’s digital yuan app, the media report says. According to the report, six state-owned banks in China have participated in the country’s digital currency trial.

Currencies 40

Currencies Banking Securities Accounting 40

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

Future CFO

MAY 9, 2021

Making slide deck presentations (you know, Powerpoint and the like) is a common task on the job — but how do you deliver a slideshow that really blows people away? If you’re not a graphic designer or a superstar at presentation software, what’s the best way to approach building a deck? And how do you succeed at putting on a good show? In this episode, Christine speaks with Dan Zedek, professor of journalism and media innovation at Northeastern University and design professional, about how to wri

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