Future CFO

JULY 30, 2020

Instead of controlling and updating budgets, the identification of value and cost drivers and the stronger intertwinement of financial planning and operational planning are required for long term success. The preparation of annual budgets is very time-consuming. It can also be viewed in the Jedox Blog.

Technology 40

Technology Planning Budgeting Forecasting 40

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. The preparation of annual budgets is very time consuming. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

DECEMBER 30, 2022

Given that a firm’s technology needs change over time, and that AdvisorTech software tools frequently add new features, conducting an annual tech stack audit can help ensure firms are getting the most out of their technology budget. by a staff member, or by an outside consultant. Bob Veres | Advisor Perspectives). Source link.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 6, 2022

What’s the smallest increment of stuff we can do that creates a meaningful impact for the client? So at the moment, Monarch Money is a phenomenal budgeting app, never ad-supported, never will be. Michael: Is it just focused around spending, budgeting cash flow, as Mint was, versus also tracking net worth versus personal capital?

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 5, 2022

From the advisor perspective, any source of new clients is appealing, and while it’s not clear that DPL is generating enough leads to materially impact all 1,200+ RIAs that are on its platform, there’s no question that it’s an incremental value-add to have the opportunity to receive leads from interested clients.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 22, 2022

But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. Budget updates. Make sure budget cash flow’s up to date. Budget updates, we call the technical updates which is all the things I ran through.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

Michael: Okay, of all the different expenses you’ve seen over the years that people have, and just how to categorize it for reporting and for budgeting purposes? Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out. Mindy: It’s just an Excel lookup table.

Planning 130

Planning Investments Accounting Math 130