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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

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Planful vs. Datarails

The Finance Weekly

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.

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Succession Planning: Preparing to Exit Your Business

CFO Simplified

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . How to Start Planning to Exit Your Business.

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HR Involvement Early in M&A

VCFO

Setting the Stage for Secure and Constructive Engagement Throughout successful M&A deal processes, HR serves as a facilitative function. HR also helps safely bring any needed third parties into the mix and assists with communication and meeting elements to keep evaluations on track.

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SAP Singapore MD:  Psychological safety, kindness matter in today’s workplace

Future CFO

My greatest strengths lie in customer management and strategic planning. I provide constructive feedback and create an environment where team members feel comfortable approaching me with their concerns and aspirations. I pay this forward by being an accessible leader who fosters open and honest conversations.

SAP 52
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168: Sandeep Parasramka

CFO Talks

In terms of the revenue base, as of now we have already have six industries, which are working in the zone and another two are under construction. You mentioned that there are six industries already operating out of this free-trade zone, even though the port construction is not complete yet. At the moment, purely for tax benefits.

CFO 40
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Enterprise Risk Management and EPM – Separate or Joined at the Hip?

Planful

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. And as such, it should be considered as part of corporate goal setting, strategic planning, and financial and operational planning and reporting.