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Scenario Planning in Uncertain Times

Centage

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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From Startup to Sustainable Success– How Schoox Did It

VCFO

So how did Schoox move from a startup with a bold vision to a strong and rapidly growing organization with now more than 2,000 customers and 20 million learners around the world? The post From Startup to Sustainable Success– How Schoox Did It appeared first on vcfo. We are very proud of Schoox’s success and our part in it.”

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Strategic Partnerships with Fractional CFO Services

CFO Plans

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Companies of all sizes are on the hunt for ways to streamline operations, cut costs, and foster sustainable growth.

CFO 52
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The Three Stages of Building a Strong Finance Function for Your Startup

The Finance Weekly

A startup usually can't afford to establish a complete finance organization with accountants, controllers, planners, and tax specialists right from the beginning. To establish an effective finance function for a startup, the process can be divided into three stages.

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Scenario Planning in Uncertain Times

Centage

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. Your budget is a roadmap of your business’s financial goals and how you plan to reach them. What Is Financial Forecasting?