Sat.Oct 19, 2019 - Fri.Oct 25, 2019

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5 Tips for High Quality Finance Forecasting

Jedox Finance

A high-quality business forecast delivers far more than just numbers. Done well, it provides a road map for concrete recommendations to drive the business forward. It provides valuable information on what still needs to be done by whom in order to achieve the budget goals set. Finance professionals regularly try to look in their crystal ball with forecasts and enable the company to have seamless, solid planning.

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Cohort Analysis Explained for Your SaaS Business

The SaaS CFO

We all know that churn and retention are critical concepts to understand in SaaS. As customers churn each month, we track logo and dollar counts in our churn and retention reports. And we document the reasons why. This is an aggregate view of retention. Let me introduce SaaS cohort analysis. Cohort analysis is an analytical […]. The post Cohort Analysis Explained for Your SaaS Business appeared first on The SaaS CFO.

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How The UN And A Chocolate Startup Are Using Blockchain Tech To Make Sustainability Sticky

PYMNTS

There is no shortage of products designed to appeal to conscientious consumers, or marketing terms aiming to draw them in. Green, sustainable, locally sourced, fair trade, clean, socially conscious, cruelty-free – buzzwords that two decades ago were rarely seen on store shelves have become increasingly commonplace, particularly among direct-to-consumer (DTC) brands looking to capture the spend of the eco-minded shopper.

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World Economic Outlook

Future CFO

IMF has downgraded global growth once again. . Growth continues to be weakened by rising trade barriers and increasing geopolitical tensions, the lender said in its recently released economic outlook. Download The post World Economic Outlook appeared first on FutureCFO.

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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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The Sooner You Know Your Company’s Net Worth The Better

KG Virtual CFO

Why the balance sheet is the key to knowing your company’s health and value You want to scale and optimize your small business which means you must always know it’s value. The health and value of your business are quantifiable by maintaining a monthly or quarterly balance sheet. The balance sheet goes beyond your financial plan or profit and loss statement to determining your financial position.

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Are Consumers Maxed Out On Subscription Commerce?

PYMNTS

There is only so much time in a day to watch programming and only so much monthly budget to devote to food delivery services. Has the subscription commerce market reached saturation? The real question may be which of the many current and planned subscription services will come out on top. Last week, Netflix released earnings that were fairly positive.

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Nearly two-third of banks might struggle to survive the next downturn

Future CFO

Nearly 60% of the banks in the world might struggle to survive an economic downturn, said McKinsey & Company in its latest global banking review. "A decade on from the global financial crisis, signs that the banking industry has entered the late phase of the economic cycle are clear: growth in volumes and top-line revenues is slowing, with loan growth of just 4% in 2018 —the lowest in the past five years and a good 150 basis points (bps) below nominal GDP growth," McKinsey noted.

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Mastercard Institutes Criteria For Data Privacy

PYMNTS

Mastercard is introducing a Data Responsibility Imperative to spark a conversation with other companies about data security, Mastercard said in a press release on Oct. 24. Mastercard wants organizations to work together to heighten privacy and fend off cyberattacks. The initiative depends on coming up with fundamentals to direct how data is used. It is based on the premise that businesses have a responsibility when it comes to data management. .

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How FinTechs Enable Split-Tender Transactions With Loyalty Points

PYMNTS

FinTech firms are keeping a pulse on how merchants retain their customers — and how they can help them with those strategies through technology. One of the ways organizations such as airlines keep customers returning, Modo CPO Ryan Lee told PYMNTS in an interview, is through a robust loyalty program. However, making loyalty a currency or allowing it to be a method of tender, he said, “is quite complicated.

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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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How finance could overcome RPA’s limitations

Future CFO

While RPA could save 25,000 work hours of per year at a cost of US$878,000 for an organization with 40 full-time accounting staffers according to Gartner, there’re roadblocks to the technology’s adoption. The top three roadblocks include a hesitancy to remove human judgment from the process, perception of low ROI, and process standardization delays before implementation, the advisory firm pointed out.

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Anne Walsh, CFA, Warns of Cumulative Credit Losses

CFA Institute

Recession risks are "very, very high," says Anne Walsh, CFA.

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Study: Female CFOs roll in more money

Future CFO

This is good news to female finance executives who aspire to become CFOs and female CFOs who might want to ask for better remuneration. According to an S&P Global study titled When Women Lead, Firms Win , companies—when comparing performance under male predecessors—saw a 6% growth in profits and 8% better stock return within the first 24 months of appointing female executives for the CFO post.

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India and the ESG Challenge

CFA Institute

Climate change is for real and in India the challenge is particularly grave, Navneet Munot, CFA, writes.

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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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How Crowdfunding Is Becoming Regular Investing

PYMNTS

A decade ago, an entrepreneur wanting to raise cash pretty much had to have rich relatives or pals, or gain entry into the clubby world of venture capital. Sure, that entrepreneur could take it to the web, asking people to make their own relatively small investments, but that was considered less than respectable – the digital version, perhaps, of panhandling.

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Mastercard To Host SMB Summit For Women Entrepreneurs

PYMNTS

Mastercard is celebrating National Women’s Small Business Month by gathering it’s Women’s Business Advisory Council for a retreat and launching its first ever Small Business Summit in New York City. “Small Businesses are the heart of the nation. During a month where our attention turns to them, we are continuing to drive a dialogue with women entrepreneurs from across the country to better understand their needs and challenges and ensure that we are advocating for them through action,” Cheryl Gu

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How Digital Tech And Payments Are Making The World Better

PYMNTS

Mastercard is doing its part to make instant payments available to more workers, and IKEA is working to bring the gig economy closer to home. Mortgages are getting cheaper thanks to data, while protections against ID theft are being extended to some of the most vulnerable consumers. Amid all of that, payments is bringing more adventure to travel.

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Uber Eats Rolls Out Pickup Feature Nationwide

PYMNTS

Uber Eats announced that it has launched a new pickup feature nationwide. The feature was tested in San Diego, Phoenix, Dallas and Austin, Texas, and was made available across the country on Friday (Oct. 18). The company’s rivals — DoorDash, Grubhub and Postmates — already offer a pickup service to their customers. “This gives eaters more flexibility in how they access food and provides them the option to order through Uber Eats and collect the food themselves,” Elspeth Rollert, Uber Eats

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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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Western Union Broadens Real-Time International Payments To India

PYMNTS

Cross-border payments firm Western Union is advancing real-time money transfers to customers in India, the company said in a press release on Friday (Oct. 25). Western Union was the first money transfer company to use Unified Payments Interface (UPI), a solution developed by the National Payments Corporation of India under Reserve Bank of India (RBI) guidelines.

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Why ZenKey Authentication Is A Good Idea – With A Big Design Flaw

PYMNTS

Five years ago, a merchant might have been able to rely on consumers being patient with a digital commerce experience that was less than perfectly smooth. The technology was still emerging and was still something of a work in progress. Today, that door is pretty much closed. The customer expects processes that are smooth and swift — and if a transaction does not meet those expectations, the consumer will likely continue down the line to the next provider who can give them that experience.

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Crowdshipping May Be The Next Sharing Economy Frontier

PYMNTS

From swimming pools to parking spots to storage spaces , there are no goods or services that can’t be adapted to the sharing economy. One of the latest retail-related trends is “crowdshipping,” i.e. crowdsourced delivery. That’s exactly the business model of Roadie , Rappi, Shipit and other startups founded on the principle of using people rather than large corporations to aid in the critical last mile of delivery.

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Trending: Mobile Order-Ahead Takes The Field

PYMNTS

New complexities and frictions are emerging every day as the mobile order-ahead industry continues to grow. One of the hotter flashpoints of the scene pits in-house ordering apps up against third-party ordering platforms. Which side QSRs pick in this battle typically comes down to size. Many large chains that can hold their own have sworn off third-party ordering entirely, while smaller chains tend to embrace as many third-party apps as they can for greater exposure.

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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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Why Merchant Services Are Key To Small FI Deposit Growth

PYMNTS

This developing world of payments and the fierce competition offered by non-traditional providers of financial services presents big challenges to smaller and community banks – those financial institutions (FIs) with less than $10 billion in assets. But merchant services programs can offer a way for those smaller FIs to gain and retain an edge – assuming, of course, it’s all done right.

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What It Takes To Outsmart Fraudsters In Emerging Markets

PYMNTS

We might all be in the middle of one of the greatest — and most vital — cat-and-mouse games of all time. That’s the sense one gets when considering efforts to prevent fraudsters from exploiting digital payments and commerce, efforts taking on more importance as the global economy continues to grow — and which keep getting smarter, thanks to machine learning and artificial intelligence (AI) tools.

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Bitcoin Daily: Moon Browser Allows Use Of Bitcoin For Amazon Purchases; Bitcoin Price Swings Could Make A Comeback

PYMNTS

New York-based startup Moon will allow customers to pay for their Amazon purchases with bitcoin via the Lightning Network, bitcoin, Litecoin or Ether. “We believe that cryptocurrency is the future of money. Our team is building the technologies to bring this future to fruition. We are engineers, builders and enthusiasts who love bitcoin and the change it will bring to the world.

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New Nordstrom Location To Deliver Food And Drink To Shoppers

PYMNTS

Nordstrom NYC, which is scheduled to open on Oct. 24, will offer several different food and beverage locations in the store, as well as the ability for shoppers to order food and have it delivered to them while they shop. The store has seven floors and is Nordstrom ’s biggest location ever. Bloomberg is reporting that the new store will have a bevy of innovative options intended to entice customers into spending more time shopping.

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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.