The Finance Weekly

DECEMBER 5, 2023

As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Prioritize freeing up cash to repay loans. Following 1.5

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Prioritization Leadership 52

PYMNTS

JUNE 11, 2020

The Great Reopening: Shifting Preferences edition, surveys 2,064 consumers and finds four distinct digital shopper profiles that help to explain how digital features will play into consumers’ plans to work, shop, eat and play in the months to come. Why Cash Management Is Driving Corporate’s Digital Payments Transformation.

Cash Management 52

Cash Management B2B eCommerce Leverage 52

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. It enables financial analysis to identify cost-saving opportunities, manage expenses, and ensure efficient resource allocation. cash, investments, receivables) and liabilities (e.g., accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

Navigator SAP

FEBRUARY 17, 2022

Enterprise resource planning (ERP) systems are one way to keep up with ever-changing variables and to derive the insights that are critical to keep growing your business in uncertain times. The ERP functional areas of management are extensive, as they aid almost every part of a business.

SAP 130

SAP Invoicing Manufacturing Compliance 130

PYMNTS

DECEMBER 29, 2020

There's an opportunity for banks to think about innovation, to modernize current workflows and to leverage some of the innovation that is happening within the FinTech community," he said, noting that the cost of such collaborations should be only one of several factors when considering whether to collaborate, and with whom.

Cash Flow Forecasting 123

Cash Flow Forecasting B2B Startups Financial Data 123

Collectiv

JANUARY 2, 2023

With technology evolving at a rapid pace and many teams adjusting to a permanent remote or hybrid work model, this is the time to take stock of your progress and plan the next steps. Josh recommends focusing on building relationships and improving your communication skills in addition to leveraging your financial expertise.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) CFO Finance Leadership 59

E78 Partners

NOVEMBER 2, 2023

In my experience, cash management is critical to all deals due to the need to fund internal growth opportunities, pay down debt, fund dividends, acquire an add-on company, buffer for a downturn in the business, etc. For one reason or another, cash will get tight – be ready for it, and by the way, never miss funding a payroll.

Marketing 52

Marketing CFO Communication Finance 52

The Finance Weekly

DECEMBER 30, 2021

Large companies are firmly embracing robotic process automation (RPA), leveraging sophisticated data analytics and visualization tools, and exploring the use of blockchain and other new technologies. For many SMEs, the cost of investing in and maintaining their enterprise resource planning (ERP) system is high. Business Stabilization.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Technology CFO Leverage 52

E78 Partners

MAY 23, 2023

Very often, PE backed companies have found the best approach is to leverage an Interim CFO who can address time-sensitive key initiatives that the company can’t afford to wait on while also laying a strong foundation for a future permanent hire.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

PYMNTS

AUGUST 14, 2020

Regardless of where an organization or industry might be in that shift, Sinha said corporate treasurers need to be involved in their firms’ strategies and planning processes far earlier than they have historically been. This solution ensures that the collection process is in harmony with broader cash and treasury management strategies.

eCommerce 118

eCommerce B2C Treasury B2B 118

Strategic Treasurer

MAY 12, 2022

The survey’s questions probed NBFIs on their plans, activities, and priorities and gathered details ranging from account use to AI/ML adoption and collateral management. [Atlanta, GA] May 12, 2022 — Today, Strategic Treasurer and Kyriba release the results of the Non-Banking Financial Institution (NBFI) Survey.

Prioritization 52

Prioritization Compliance Securities Benchmarking 52

PYMNTS

NOVEMBER 29, 2018

Despite any possible reservations early on, large financial institutions (FIs) now appear to be going all in on Open Banking, with plans to introduce new revenue streams as a a result. 28), found that the vast majority of large FIs (90 percent) plan to introduce Open Banking services for their commercial clients.

Banking 56

Banking Financial Data Investments Cash Management 56

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

OCTOBER 9, 2019

In the past, larger suppliers and customers were able to dictate the terms of payments and processes by sheer leverage — a “hammer-and-nail” approach that served no one well. Then, the attention shifts from simply cutting costs to leveraging the power of data and analytics well beyond the purview of the final stages of the payables process.

Invoicing 55

Invoicing B2B B2C Education 55

PYMNTS

MAY 30, 2018

Ant’s Plans. According to a press release today (May 30), SPD Bank will be leveraging Ant’s financial-grade technologies in AI, supply chain finance and biometric identification in online risk management to help prevent loan, transaction and marketing fraud. What It Says About The Space.

Banking 40

Banking Risk Management Startups Cash Management 40

Future CFO

APRIL 21, 2021

Once seen more as a perk, the ability to work remotely has quickly become a key part of business continuity plans — making workplace flexibility a necessity, rather than just a perk. Improving supplier management and relations. And most of all, how can organisations promote business continuity and create a more strategic AP?

Accounts Payable 40

Accounts Payable Accounting Invoicing Finance 40

PYMNTS

MARCH 23, 2017

Receivable Savvy, an accounts receivable and order-to-cash management firm, wants suppliers to see Same Day ACH as an opportunity to bolster cash flow. NACHA’s rollout plan for Same Day ACH includes several changes supplier must note. According to NACHA, between Sept.

B2B 54

B2B Invoicing Reconciliations Education 54

PYMNTS

DECEMBER 31, 2020

From the back-office bean counter to the overseer of cybersecurity and anti-money laundering (AML) compliance, the modern corporate treasury has undergone an extreme makeover in recent years that goes well beyond its historic roots in cash management. PayPal’s Plan For Seamless, Touch-Free QR Code Commerce. According to J.P.

Healthcare 115

Healthcare B2B Foreign Exchange Treasury 115

Global Finance

JUNE 6, 2024

FAB also launched a sustainability-linked current account for businesses to support clients in achieving environmental, social and governance objectives by contributing to sustainable developments, integrated into their everyday cash management and a sustainability-linked supply chain finance offering.

Construction 109

Construction Compliance Cash Management Treasury 109

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Bramasol

DECEMBER 13, 2021

That's why Bramasol is proactively partnering with SAP to help our clients leverage SAP's Product Footprint Management (PFM) , a new cloud-native application built on SAP Business Technology Platform. The need for carbon accounting solutions that provide tangible and reliable data will be a major issue throughout 2022 and beyond.

SAP 52

SAP Compliance Profit and Loss IFRS 52

PYMNTS

OCTOBER 24, 2019

Still, researchers found, use of v-cards remains relatively low at only 15 percent (although 28 percent said they plan to adopt v-cards in the future). Earlier in the month, Brex announced Brex Cash , a cash management solution that aims to replace traditional bank accounts for businesses.

B2B 40

B2B Startups Prioritization Education 40

Planful

JANUARY 3, 2017

Although the name makes it sound like a system that’s optimized for planning, in reality, an ERP system is designed and optimized for back-office transaction processing and operational process support. Accounts receivable and collections management. Fixed asset management. Treasury and cash management.

General Ledger 40

General Ledger Budgeting Forecasting Cash Flow Forecasting 40

PYMNTS

SEPTEMBER 17, 2018

But all else equal, that’s not what treasurers and cash managers say they value the most today. Certainty of good funds is what they need to plan their cash position, as is the certainty that the funds moving across the networks are secure. Ubiquity can also be redefined by certainty.

Invoicing 78

Invoicing Accounting Banking B2B 78

PYMNTS

APRIL 14, 2020

As the coronavirus pandemic continues, Groupon plans to lay off around 2,800 employees, according to a filing with the U.S. Jamie Iannone, who recently served as Walmart’s chief operating officer, is the new CEO of eBay Inc., the company announced on Monday (April 13). Iannone will start on April 27. Groupon Lays Off 44 Pct Of Workforce.

Transportation 52

Transportation Cash Management B2B Leverage 52

PYMNTS

DECEMBER 18, 2017

Research from FIS found that 14 percent of small businesses using a global bank have switched providers in the last year, and even more said they plan to switch banks in the coming year. Small businesses’ dissatisfaction with large financial institutions is a much-discussed challenge in the industry today.

Banking 44

Banking Invoicing Cash Management Accounting 44

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. However, not all FP&A tools are created equal.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Adam is an Associate Financial Planning Nerd at Kitces.com. How adult children can more effectively give advice to their parents.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. Adam is an Associate Financial Planning Nerd at Kitces.com. cash management programs ). cash management programs ). Team Kitces.

Planning 130

Planning Leadership Healthcare Accounting 130