Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Nerd's Eye View

MAY 28, 2024

So, whether you're interested in learning about merging with a larger firm to achieve operational efficiencies, how to overcome the technical and emotional challenges of selling a firm, or how to develop better client communication skills, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jenny Martella.

Communication 52

Communication Compliance Planning Sales 52

Centage

SEPTEMBER 13, 2022

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?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Jedox Finance

MAY 31, 2023

Strategic workforce planning requires collaboration between finance and human resources (HR), as well as alignment with the organization’s overarching business objectives. Workforce planning challenges to consider Talent is difficult to attract and retain in a highly competitive market.

Planning 52

Planning Forecasting Finance Budgeting 52

PYMNTS

DECEMBER 14, 2016

In business, as in life, across all relationships, so much depends on good communication. In the business relationships that make up each link in a supply chain, communication is key in delivering goods and services on time, with clear parameters of who, what, where, when and how.

Communication 70

Communication Invoicing Manufacturing Compliance 70

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

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

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. So let’s jump right into it.

Financial Planning and Analysis (FP&A) 52

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

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

Future CFO

FEBRUARY 26, 2024

However, navigating the path to an IPO can be complex and demanding, requiring significant planning and preparation. A crucial part of the pre-IPO process is the ability to clearly and credibly communicate your equity story, showcasing the business’s potential and future plans. The potential rewards can be substantial.

Compliance 98

Compliance Financial Reporting Communication Finance 98

Nerd's Eye View

DECEMBER 27, 2023

These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.

Communication 84

Communication Compliance Advertising Technology 84

CFO News Room

DECEMBER 7, 2022

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisers and financial planners succeed. Author: Chris Stanley. Guest Contributor.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

Jedox Finance

APRIL 12, 2023

3 In these evolving conditions, integrated business planning (IBP) is gaining momentum because it has the power to unify all the data that matters across finance, HR, and sales into a single platform to drive decisive workforce planning. What is workforce planning? HR and finance must collaborate to refine plans as needed.

Financial Planning and Analysis (FP&A) 52

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

VCFO

NOVEMBER 1, 2023

Although this time of year comes with many tactical tasks, it is important to incorporate careful planning, strategic thinking, and a sharp focus on both operational efficiency and long-term organizational success as plans are made for the coming year. If planning for the upcoming year has not started, you are a bit behind.

Strategic Planning 75

Strategic Planning Leadership Compliance Planning 75

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

E78 Partners

MAY 13, 2024

It ensures that all practices, regardless of when they join the organization, are on the same page regarding technology, making training, support, compliance, and reporting uniform and centralized. It requires a well-planned and strategic approach, considering everything from ease of implementation to the return on investment.

Technology 59

Technology Healthcare Compliance Prioritization 59

Future CFO

MAY 1, 2024

As they assist in compliance audits and the monitoring of internal controls to ensure that everyone within the company does their job correctly, they are also expected to thrive and flourish amid the challenges along the way for the benefit of the organisation.

Leadership 98

Leadership IFRS Finance Communication 98

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Compliance 84

Compliance Communication Technology Planning 84

Centage

SEPTEMBER 13, 2022

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?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

Beacon CFO Plus

SEPTEMBER 20, 2023

Strategic Financial Planning Experience They are skilled in strategic financial planning, budgeting, and forecasting. Communication Skills Effective communication is crucial for fractional CFOs as they often work with various stakeholders, including executive teams, board members, investors, and employees.

CFO 52

CFO Problem Solving Education Compliance 52

Future CFO

NOVEMBER 7, 2023

Leverage technologies — Organisations must take advantage of innovative tools such as blockchain and artificial intelligence to unearth irregularities faster than human reviewers could detect them (and possibly before they become expensive compliance problems).

Auditing 52

Auditing Finance Compliance Construction 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Strategic Thinking: FP&A candidates align financial goals with the company's strategic objectives, contributing to long-term planning and decision-making.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

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 Budgeting 130

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Following the sale Truphone’s new owners will focus on expanding the business’ compliance solutions as well as its eSIM technology.

Corporate Finance 81

Corporate Finance Sales Finance Restructuring 81

The Charity CFO

MARCH 31, 2023

They are actually useful tools to ensure that an organization is in compliance and can also be used to identify potential problems before they become too big. The IRS does not require nonprofit audits in most cases, however, they may periodically request an audit (examination) or a compliance check.

Nonprofit 98

Nonprofit Auditing Compliance CFO 98

Nerd's Eye View

APRIL 17, 2024

Compliance!), 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. Prospecting! Onboarding! – important goals.

Planning 85

Planning Compliance Finance Accounting 85

Future CFO

DECEMBER 7, 2023

CFOs must closely monitor policy changes related to finance and debt, ensuring compliance to maintain smooth operations. Comprehensive Scenario Planning : Developing various financial and operational scenarios allows CFOs to be prepared for different outcomes of China’s debt issues.

Economics 52

Economics Currencies Communication Risk Management 52

CFO Talks

OCTOBER 25, 2023

The steward ensures company compliance with financial reporting and control requirements.There are 8 competencies associated with this role, including understanding financial information systems, risk management, and fraud prevention. Key competencies include staff planning, project management, and corporate finance.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

Jedox Finance

AUGUST 23, 2022

To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important steps and decisions to consider. In this guide, we will discuss how the Office of Finance can embark on the path to successful integrated planning. What is integrated planning? What is integrated planning?

Planning 52

Planning Budgeting Forecasting Reconciliations 52

Future CFO

AUGUST 8, 2023

Survey results reveal that 56% of respondents have done at least some kind of modelling of the impact of Pillar Two on their tax profiles and 54% expect their group to align its external communication in relation to its tax performance with a transparency standard, Deloitte said.

Compliance 52

Compliance Communication Leadership Financial Reporting 52

Fpanda Club

FEBRUARY 5, 2024

Moreover, over 30% of finance leaders still do not have a seat at the table during strategic planning discussions. Monthly closing, reporting, compliance and support in audit are among the most frequent responsibilities mentioned in the descriptions. Literally almost everything but finance business partnering.

Finance 130

Finance Analyzing Data Benchmarking Communication 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

CFO Share

APRIL 5, 2022

The cost of sales tax non-compliance. The sales tax compliance process follows four steps: Perform a nexus study to determine where you are liable to collect and remit sales taxes. Once caught up on past sales taxes, you should maintain compliance by routinely filing sales tax returns. Sales tax compliance services.

Sales 98

Sales Auditing Compliance Tax Planning 98

The Charity CFO

APRIL 13, 2023

In order to successfully manage the financial health of your nonprofit organization, here are 7 key concepts you should understand: Compliance and Audit Requirements Compliance is the act of ensuring the public that nonprofits are abiding by the rules that allow them to take advantage of tax exempt status and other financial incentives.

Nonprofit 52

Nonprofit Compliance Accounting Standards Budgeting 52

The Charity CFO

MARCH 22, 2024

Compliance and privacy concerns: As more states introduce legislation regarding digital privacy , nonprofits must be able to keep up with regulatory compliance and keep data safe. Consider working with knowledgeable data and financial teams, such as The Charity CFO, to help create your data plan.

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

PYMNTS

OCTOBER 19, 2020

Keijzer serves as the state secretary for economic affairs and climate policy for the Netherlands, while O is the secretary of digital transition and electronic communications for France. France Will Proceed With Controversial Digital Services Tax Plan. EU Watchdogs Create ‘Big Tech Hit List’.

Tax Planning 57

Tax Planning Compliance Planning Economics 57