Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Planning 98

Planning Strategic Planning Securities Numbers 98

CFO Plans

DECEMBER 16, 2024

These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders. This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. And it was a recognition that, you know, the media landscape was changing so much social media was impacting every part of our business, for the good and the bad.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

CFO Plans

FEBRUARY 9, 2025

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. With strategic financial planning, businesses can turn these challenges into golden opportunities for growth and innovation.

Budgeting 52

Budgeting CFO Planning Strategic Planning 52

CFO Talks

NOVEMBER 21, 2024

The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.

CFO 98

CFO Leadership Communication Problem Solving 98

PYMNTS

AUGUST 21, 2017

From a practical standpoint, companies have got to do their contingency planning, but in the expectation that things are going to be business as usual in reality over the next potentially five years,” said Paul Watters, S&P Global Ratings head of corporate research, at an event earlier this year. offices as a result of Brexit.

Strategic Planning 40

Strategic Planning Planning CFO Banking 40

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

Benchmarking 98

Benchmarking Strategic Planning Planning Numbers 98

CFO Talks

NOVEMBER 12, 2024

From strategic leadership lessons to tips for aspiring CFOs, join us as we delve into the story of a finance professional who is not only driven by numbers but also by a passion for growth, mentoring, and global expansion. Fascination with numbers and financial markets. How do you balance your personal and professional life?

CFO 52

CFO Corporate Finance Auditing Leadership 52

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Contact CFO Plans for a consultation or download our comprehensive guide on financial reporting for startups.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

CFO News Room

DECEMBER 28, 2022

Number one was that viewers were looking for clarity around strategy: What is it? If you’re busy planning where to put your next factory or which departments to grow, without a rigorous theoretical framework, your competitor is doubtless doing the much harder work of strategizing a way to beat you. <span What isn’t it?

Planning 130

Planning Strategic Planning Leadership Numbers 130

Accountancy Today

JULY 28, 2023

FRP Corporate Finance has advised ground maintenance provider Ground Control on a refinance with new funding from Pricoa Private Capital to support continued growth plans. Ground Control is an external maintenance business and biodiversity expert founded as a grounds maintenance company in 1973.

Corporate Finance 98

Corporate Finance Finance Strategic Planning Planning 98

Nerd's Eye View

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place. business goals!

Strategic Planning 98

Strategic Planning Planning Communication Numbers 98

Future CFO

FEBRUARY 16, 2025

Verma notes, "In finance, data intelligence can work as pillars to achieve better forecasting, budgeting, and strategic planning." As finance professionals transition from number crunchers to strategic advisors, the ability to convey complex data insights understandably becomes crucial.

Finance 64

Finance Forecasting CFO Compliance 64

https://trustedcfosolutions.com/feed/

SEPTEMBER 26, 2022

Most companies — about 90% of businesses with 50 to 200 employees — still use Excel for their budgeting and planning, although they continue to report major pitfalls with time-consuming processes and reporting delays. Your business needs the clarity and insight for multi-level planning and budgeting.

Budgeting 57

Budgeting Planning Forecasting Strategic Planning 57

PYMNTS

APRIL 5, 2020

The countries stress that it will likely be some time before everything returns to normality, but the aforementioned countries have enacted committees to strategically plan ways to both ease the restrictive conditions implemented to stop the virus, while also trying to stop further infections and not overwhelm the medical systems.

Planning 60

Planning Strategic Planning Manufacturing Economics 60

Future CFO

FEBRUARY 23, 2025

Editors note: In todays A Day in the Life , Elsa Ariany SetyadiACMA, CGMA (pictured), financial planning and performance head at PT Bank BTPN Tbk , shares with FutureCFO audiences how working with the CFO and finance team is always an exhilarating experience for her and how gardening, painting, and travelling inspire her.

Banking 52

Banking CFO Strategic Planning Finance 52

Accountancy Today

FEBRUARY 13, 2024

Fewer than one in 10 UK businesses have succession planning fully integrated into their strategy, despite 30% of companies demonstrating a widespread recognition of its importance, according to new research from Azets. However, just 9% of businesses have succession plans fully integrated, while 6% have given it no thought at all.

Planning 52

Planning Strategic Planning Corporate Finance Economics 52

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management. By freeing up time, you’ll experience a transformation in your family office accounting , providing more sophisticated wealth planning for your clients. Your most valuable asset is time.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

CFO Simplified

APRIL 3, 2022

Today, we have Larry Chester, President of CFO Simplified, presenting a case study on succession planning. He’ll use this case study to discuss the challenges of succession planning, as well as how to avoid these challenges, and train your successor. The difficulty, however, is that you have to plan for it. Let’s dive in.

CFO 98

CFO Planning Strategic Planning Sales 98

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 98

Strategic Planning Construction Practice Management Communication 98

Jedox Finance

JANUARY 23, 2020

A new calendar year can be a great time to take a renewed, fresh look at your business planning and performance management. In a perfect world, we would like an EPM system that manages organization-wide planning, reporting and analysis. The name of Enterprise Resource Planning (ERP) may be misleading. What has been working well?

Financial Planning and Analysis (FP&A) 88

Financial Planning and Analysis (FP&A) Budgeting Data Analysis Forecasting 88

CFO Simplified

DECEMBER 6, 2024

Not only was a massive number of staff needed to open and categorize each request, but tracking the delivery addresses was an ongoing nightmare. Strategically, plans need to be made to keep current with technology and the often-unrealistic expectations of the consumer.

Manufacturing 52

Manufacturing Concentration CFO Strategic Planning 52

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Jedox Finance

AUGUST 5, 2021

Whether strategic, operational, or tactical – most companies manage their sales planning with self-developed tools that have been adapted. Cloud-based platforms or integrated, automated solutions provide valuable strategic insight in tandem with conventional CRM systems. Strategic sales planning as a foundation.

Sales 52

Sales Planning Strategic Planning Marketing 52

The Finance Weekly

DECEMBER 20, 2023

If you're in charge of a team, you understand the importance of using ,, workforce planning software in today's business world. Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

The Finance Weekly

DECEMBER 20, 2023

If you're in charge of a team, you understand the importance of using ,, workforce planning software in today's business world. Importance of Workforce Planning Tools Workforce planning involves analyzing and predicting the number of employees you need to achieve your business goals in the short and long term.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger Budgeting 52

Fpanda Club

APRIL 18, 2022

To become better business partners FP&A practitioners should be creative, but it is not an easy task with a financial mindset traditionally focused on numbers, correct calculations and cause-and-effect relationship. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Nerd's Eye View

MARCH 28, 2023

Read More.

Marketing 98

Marketing Benchmarking Analyzing Data Strategic Planning 98

Cube Software

JULY 18, 2023

Learn how CFOs are making the transition from number-crunchers to strategic leaders.

Numbers 52

Numbers CFO Strategic Planning Planning 52

Centage

AUGUST 16, 2023

Decreased Planning Time with Automating Budgeting The saying “time is money” has never been as true as it is today. Quickly compare performance against the plan and find holes and ways to improve. Freeing up time spent on manual budgeting processes gives leaders more resources to spend on strategic planning and forecasting.

Budgeting 98

Budgeting Forecasting Strategic Planning Planning 98

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It also differs from mid-range strategic planning processes. Welp, that’s kind of short-ranged!

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Planful

AUGUST 22, 2017

Driver-based planning is an approach to financial planning and management that is focused on identifying an organization’s key business and value drivers and then creating business plans and budgets based on these key drivers. Number of customers/subscribers. Number of orders or shipments. Market share.

Planning 40

Planning Budgeting Forecasting Strategic Planning 40

CFO Talks

NOVEMBER 11, 2024

Guided by influential mentors, Thobile recognized that finance goes beyond numbers—it impacts decision-making that drives business and individual success. I always loved working with numbers, and mathematics was one of my favorite subjects. Next, I develop a plan that outlines potential solutions.

CFO 52

CFO Leadership Problem Solving Communication 52

Centage

OCTOBER 11, 2022

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Understanding Workforce Planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 52

Jedox Finance

OCTOBER 26, 2022

Today’s turbulent times require organizations to plan for inflation. It is just one of the many factors that have a high impact on the course of business but are very hard to plan for. A method that can prepare organizations for any possible future is scenario planning. What is scenario planning? Table of Contents.

Planning 52

Planning Strategic Planning Numbers Technology 52

Fpanda Club

SEPTEMBER 2, 2021

This relates to FP&A which stands for financial planning and analysis. Typical FP&A activities and responsibilities Financial planning and analysis is one of the pillars of the modern finance function. Planning relates to determining the company’s short-term (1-year) and long-term (3-5 years) objectives.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130