Planful

DECEMBER 16, 2021

Nothing saps the joy out of the holiday season like the daunting task of annual planning. There used to be a “no pain, no gain” view of annual planning. When data is everywhere and technology is constantly advancing, there is no reason businesses should continue to rely on slow, manual, burdensome planning processes.

Planning 40

Planning Cash Flow Forecasting SAP Forecasting 40

PYMNTS

DECEMBER 11, 2019

Netflix is launching a pilot in India that will offer discounted longer-term subscription plans, Economic Times reported on Wednesday (Dec. New Netflix subscribers in India can choose among three plans — three months, six months or annual — and get discounts as much as 50 percent, a source told Reuters. 199 rupees ($2.79).

Planning 52

Planning Entertainment Economics Numbers 52

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Planning 130

Planning Concentration Communication Tax Planning 130

Fpanda Club

MAY 17, 2022

Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

Anaplan

MARCH 1, 2021

Most people who labor through months-long annual financial planning cycles would admit the process is broken. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. It’s time-consuming, labor-intensive, and inflexible.

Forecasting 105

Forecasting Budgeting Financial Planning and Analysis (FP&A) Planning 105

Navigator SAP

OCTOBER 19, 2022

If you're in the market for an enterprise resource planning (ERP) platform, you already know how an ERP can help a business. You may also come across SAP Business ByDesign , which is a popular ERP tool for small to midsize companies with annual revenue between $25 million and $500 million.

SAP 130

SAP Planning Marketing 130

Anaplan

MARCH 1, 2021

Most people who labor through months-long annual financial planning cycles would admit the process is broken. Moreover, we now realize these rigid annual budgeting cycles don’t adapt well to today’s fast-moving environment. It’s time-consuming, labor-intensive, and inflexible.

Forecasting 98

Forecasting Budgeting Financial Planning and Analysis (FP&A) Planning 98

CFO News

MARCH 27, 2024

The government outlines an ambitious borrowing plan, aiming to secure Rs 7.50 lakh crore, over half its annual target for FY25, in the first half of the fiscal year, alongside strategic debt management measures.

Finance 52

Finance Securities Planning 52

CFO Simplified

AUGUST 7, 2023

Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes. According to the Estate Planning Institute, 80% of U.S. As stated by the Exit Planning Institute , exit planning is a smart business strategy.

Valuation 98

Valuation Profit and Loss Planning Sales 98

CFO News Room

JANUARY 26, 2023

But while it’s possible to retire at 50 and have plenty of time left in life to have new experiences, it takes careful planning and a will of steel. That means understanding the stock market, planning for debt and savings, and investing in yourself through education or entrepreneurial ventures. Your retirement plan shouldn’t be.

Investments 130

Investments Planning Accounting Securities 130

Nerd's Eye View

OCTOBER 11, 2023

However, this "Compliance Rule" did not technically require that the annual compliance review of policies and procedures be conducted in writing, even though advisers were required to maintain records if they did document such reviews in writing! the SEC's new marketing rule). the SEC's new marketing rule).

Compliance 76

Compliance Investments Planning Marketing 76

CFO News Room

DECEMBER 12, 2022

To keep pace with the current inflationary environment (which also comes with a new CFP Board fee for CE credits and rising staff costs), the Kitces Members Section will be implementing a concomitant $20/year increase in its annual membership fee for Premier Members in 2023, from $149/year to $169/year (the first increase in 3 years!).

Education 130

Education Planning Investments Profit and Loss 130

CFO News

MARCH 4, 2024

The National Financial Reporting Authority (NFRA) plans to conduct annual inspections of major audit firms to ensure compliance with standards and protect investors. The regulator will engage with audit committees and boards, expand inspections, and address issues related to financial statements and auditor independence.

Auditing 52

Auditing Compliance Financial Reporting Planning 52

CFO News

MARCH 3, 2024

The National Financial Reporting Authority (NFRA) plans to conduct annual inspections of major audit firms to ensure compliance with standards and protect investors. The regulator will engage with audit committees and boards, expand inspections, and address issues related to financial statements and auditor independence.

Auditing 52

Auditing Compliance Financial Reporting Planning 52

CFO Simplified

DECEMBER 10, 2021

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. If you’ve put together annual strategic, operational, and financial plans previously, terrific. Most successful companies have an annual planning process to put together specific plans and goals for the upcoming year.

Strategic Planning 52

Strategic Planning Budgeting Planning Financial Modeling 52

Barry Ritholtz

JUNE 15, 2023

Vanguard is out with its annual deep dive into what its 5 million 401k participants are up to. The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels.

Planning 111

Planning Investments 111

Nerd's Eye View

APRIL 17, 2024

And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual meeting – they may actually be feeling quite disengaged with the financial planning services being provided. – important goals. and "What changes are coming up soon?"

Planning 74

Planning Compliance Finance Accounting 74

CFO News Room

DECEMBER 29, 2022

Open a 529 College Savings Plan. While you can start with Fundrise for as little as $10, you’ll have more customization options if you start with their Core plan, which requires at least $5,000 to get started. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. .

Investments 130

Investments Profit and Loss Accounting Finance 130

CFO News

JANUARY 21, 2024

IDFC First Bank plans to double its branch network in five years, while reducing bad loans. The bank aims to expand assets by 20% annually and deposits by 25%. The bank plans to open branches based on deposit goals and grow deposits at a CAGR of 25%. It has successfully improved CASA and increased its loan book.

Planning 52

Planning Banking 52

Barry Ritholtz

AUGUST 30, 2023

annual return, that is a 22% annual shortfall. 2 Different studies blame different sources for the lag; Morningstar points to poor timing; Vanguard suggests it is a lack of professional planning; Carl Richards says it is all behavior. annual returns, but the average investor only gained 8.7%

Problem Solving 97

Problem Solving Investments Finance Sales 97

CFO News Room

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons.

Treasury 130

Treasury Compliance Investments Accounting 130

Spreadym

DECEMBER 1, 2023

The annual budgeting process refers to the series of steps an organization undertakes to plan, prepare, and allocate financial resources for the upcoming fiscal year. Departments and teams start executing their plans according to the allocated resources. These goals will guide the budgeting process.

Budgeting 59

Budgeting Prioritization Communication CFO 59

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. After year-end, firms typically have until March 31 to submit an annual amendment to their Form ADV Part 1 and Part 2A/2B, and until April 30 to offer a copy of their updated Form ADV to their clients.

Compliance 93

Compliance Advertising Invoicing Communication 93

CFO News

OCTOBER 11, 2023

De Sibio and EY global managing partner, Andy Baldwin, played a key role in getting Indian EY partners a better deal than the rest of the geographies who had signed on the Everest plan. Additionally, Indian employees who became partners in FY22 were included in the final deal.

Auditing 52

Auditing Planning 52

Centage

JANUARY 17, 2024

The annual budgeting process is arguably the most important function of the finance office, but all too often businesses fail to compare their forecasts to actuals throughout the year, meaning they don’t regularly adjust their forecasts as conditions on the ground change. Ask yourself: Are your quarterly numbers still on track?

Financial Planning and Analysis (FP&A) 52

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

CFO News

JANUARY 8, 2024

million tonne of cement annually. The company plans to increase this to 140 million tonne by 2028. ACC Ltd has acquired a 55% stake in Asian Concretes and Cement, adding 2.8 million to its existing production capacity. The deal, funded by internal accruals, will increase ACC and Ambuja Cements' capacity to produce 76.10

Planning 52

Planning 52

Nerd's Eye View

APRIL 26, 2023

accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. accounting reports, client contract templates, and a surety bond) and filing an annual renewal fee near the end of the year. Read More.

Compliance 91

Compliance Advertising Invoicing Communication 91

Future CFO

NOVEMBER 8, 2023

For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. Business owners have to be invested in their annual plans or they rarely work. Remember, it's your plan, not their plan.

CFO 52

CFO Strategic Planning Forecasting Planning 52

Centage

MARCH 21, 2023

with Nate Walters, CFO Seamless Integration & Improved Personnel Planning Cuts Annual Budgeting Process Time in Half Can you tell us a little about your organization? The annual process of consolidating spreadsheets and uploading them into our ERP system for reporting was becoming too time consuming and error prone.

Budgeting 52

Budgeting Planning CFO Forecasting 52

The CFO Centre

JULY 11, 2022

If you want your business to achieve high ambitious turnover growth of at least 20% year on year, you need a business scaling strategy that incorporates a strong vision and a solid business plan. Helping your small business to grow, to achieve a sustained annual 20% turnover growth and scale up, will involve careful planning. […].

CFO 91

CFO Planning 91

CFO News

MARCH 30, 2023

The International Finance Corporation (IFC) is planning to double its investments in India and support Indian companies in their global expansion plans. 1.5bn annually in the country since the onset of the Covid-19 pandemic and could increase this figure to $2.5-$3bn 3bn annually.

Investments 52

Investments Finance Planning 52

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 84

Planning Communication Technology Financial Data 84

CFO Share

APRIL 18, 2024

Increased Debt : Relying too heavily on debt to fund operations or expansion without a solid plan for repayment can burden a company with high-interest payments, reducing financial flexibility. What are some common bad financial decisions?

Budgeting 82

Budgeting CFO Forecasting Investments 82

CFO News Room

JANUARY 11, 2023

A career in a major bank can be both rewarding and well-paying, with top positions garnering income of hundreds of thousands or even millions of dollars annually. The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. Investment Banker.

Banking 130

Banking Financial Analyst Budgeting Investments 130

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Planning 82

Planning Technology Numbers Marketing 82

Nerd's Eye View

MAY 30, 2023

Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

Benchmarking 96

Benchmarking Restructuring Planning Leverage 96

CFO News

APRIL 3, 2024

Blackstone Group plans to invest USD 2 billion annually in India, aiming to improve the ease of doing business for firms like it. The New York-based group has been operational in India for nearly two decades and has invested a total of USD 50 billion in the country. billion value creation across portfolio companies.

Investments 40

Investments Accounting Planning 40