CFO Plans

APRIL 1, 2025

However, with this growth comes the critical task of maintaining legal and financial compliance. For those daring enough to embark on this journey, mastering Entrepreneurial Compliance Strategies is not just a necessityit’s a catalyst for sustainable growth and success.

Compliance 52

Compliance Startups Risk Management CFO 52

Global Finance

JANUARY 13, 2025

Efficiency remains at play, but compliance and innovation scores Globally, banks have been focused on reducing costs this past year. Regulatory compliance has become a top priority for banks as they navigate an increasingly complex regulatory landscape related to AI, resilience, and open banking. Another example is ANZ Bank.

Compliance 52

Compliance Banking Prioritization Analyzing Data 52

Future CFO

DECEMBER 22, 2024

While compliance is mandatory, e-invoicing can bring significant benefits to businesses if approached strategically. When planning your implementation, think beyond compliance. Without it, you risk compliance issues, transaction delays, and even financial penalties. Whats in It for You?

Invoicing 98

Invoicing CFO Compliance Auditing 98

Bramasol

NOVEMBER 11, 2024

Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information. Efficiencies are the currency of modern capitalism.

SAP 105

SAP Compliance Leverage Invoicing 105

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO News

JULY 11, 2025

The US's proposed “One Big Beautiful Bill” could reshape financial planning for Indian NRIs, introducing a 1% tax on outbound cash remittances and tightening enforcement of foreign income reporting.

Compliance 40

Compliance Investments Planning 40

Bramasol

JANUARY 15, 2025

In this Insights news post we provide an updated look at the four key areas of AI, Cloud, Compliance and Sustainability. The next frontier of artificial intelligence that is accelerating in 2025 is agentic AI, which uses sophisticated reasoning and iterative planning to autonomously solve complex, multi-step problems.

SAP 108

SAP Compliance Leverage B2C 108

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Leverage 97

Leverage Planning Compliance Startups 97

CFO Selections

NOVEMBER 20, 2024

As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues. The CFO role is forward-thinking as they consider economic, industry, tax, government regulation and social issues.

CFO 105

CFO Tax Planning Leadership Budgeting 105

Future CFO

DECEMBER 29, 2024

Evolving role Historically, CFOs were the stewards of financial reporting and compliance. This includes scenario planning, advanced forecasting, and data visualisation techniques that help stakeholders understand complex financial data, she adds.

Finance 98

Finance Compliance Data Analysis Leadership 98

CFO News Room

NOVEMBER 2, 2022

But by being aware of the varying requirements and filing documents in an accurate and timely manner, new firms can navigate their way through the registration process and (finally) begin offering planning services to clients! Compliance policies and procedures manual. Author: Chris Stanley. Guest Contributor. Net capital worksheet.

Compliance 130

Compliance GAAP Investments Securities 130

Collectiv

MAY 19, 2025

But theyve been locked out of the planning process because traditional tools werent built for them. It puts forecasting capabilities in the hands of sales managers, budget owners, and department leadswithout requiring them to learn DAX or navigate a planning system built for analysts. They understand the drivers. The impact?

Forecasting 52

Forecasting Planning Budgeting Auditing 52

CFO News

MAY 13, 2025

Securities and Exchange Board of India plans to ease Foreign Portfolio Investors norms. They will have relaxed registration and compliance. This is for those investing only in Indian government bonds. The move aims to attract long-term investors. New category IGB-FPIs will be created.

Compliance 45

Compliance Investments Securities Planning 45

Navigator SAP

JUNE 24, 2022

Today, life sciences firms need the power and features of industry-standard enterprise resource planning software such as SAP Business ByDesign. Quality Control and Compliance Compliance and quality management are critical for life science firms, be it a biopharmaceutical or device manufacturer.

Pharmaceutical 245

Pharmaceutical SAP Manufacturing Compliance 245

CFO Dive

JUNE 25, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief Netflix taps Airbnb CFO Mertz for board The Airbnb executive previously served in various finance roles at Netflix.

CFO 144

CFO Leadership SAP Compliance 144

Bramasol

NOVEMBER 8, 2024

For companies with current or planned subscription-based offerings, Bramasol has built a sleek Partner Packed Solution (PPS) that can get any mid-sized or large company up and running with an end-to-end, Quote-to-Cash-to-Compliance infrastructure to jumpstart your SAP Cloud journey.

SAP 119

SAP Compliance Budgeting Finance 119

Nerd's Eye View

MARCH 24, 2025

For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!

Planning 52

Planning Communication Benchmarking Construction 52

CFO Talks

NOVEMBER 29, 2024

Transparency is critical, particularly in a heavily regulated sector like ours, where compliance with local regulations and alignment with corporate governance are essential. From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Plans

NOVEMBER 10, 2024

For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success. Optimize Your Hiring Strategy with CFO Plans Business Tax Planning as a Route to Savings In financial management, business tax planning is often an overlooked yet vital component.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

Global Finance

APRIL 4, 2025

Pending regulatory approval, Google plans to acquire multi-cloud security platform provider Wiz in an all-cash deal worth $32 billion. Before its planned Wiz acquisition, Google Cloud acquired cloud security provider Mandiant for $5.2 Once the transaction closes, Wiz will be incorporated into Google Clouds business line.

Prioritization 88

Prioritization Securities Compliance Finance 88

Nerd's Eye View

JUNE 18, 2025

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. But as the profession has evolved toward more holistic planning, tax considerations have likewise expanded into more areas of advice, including Roth conversions, charitable strategies, and small business structuring.

Tax Planning 74

Tax Planning Communication Planning Compliance 74

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. Cloud-based financial systems have improved collaboration, making data more accessible while ensuring compliance with evolving regulations."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFO Plans

NOVEMBER 25, 2024

CFOs must stay informed about the latest threats and trends to effectively evaluate secure financial services and ensure compliance with financial technology regulations. Navigating Financial Technology Compliance Adhering to financial technology compliance and data privacy regulations is another critical responsibility for CFOs.

Prioritization 52

Prioritization Compliance Financial Data CFO 52

Bramasol

FEBRUARY 9, 2024

As this blog series continues to explore optimizing quote-to-cash (QTC) to compliance for different industries, in this episode we dive into the special challenges faced by companies in the telecom sector and address how solutions in the SAP portfolio help overcome them.

SAP 97

SAP Compliance Invoicing Leverage 97

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Valuation 98

Valuation Compliance Communication Planning 98

E78 Partners

JANUARY 9, 2025

Regulatory Changes and Compliance Demands As regulatory frameworks evolve, businesses must stay agile and informed to meet shifting expectations. Companies need to evaluate their readiness across several dimensions, including financial reporting, operational scalability, and regulatory compliance.

Compliance 59

Compliance Financial Reporting Planning Economics 59

Nerd's Eye View

DECEMBER 17, 2024

What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance headaches involved in being a totally independent RIA while reducing the drag of platform fees on her firm's profitability by finding a platform that wouldn't (..)

Compliance 97

Compliance Planning Accounting Technology 97

Bramasol

APRIL 15, 2024

In this new post, we get more granular to provide an update on how AI and Gen AI can enhance productivity, insights, and results in finance applications such as order-to-cash to compliance (OTC 2 ), along with a look at how new SAP AI initiatives are key to this transformation. to drive financial models.

SAP 94

SAP Financial Planning and Analysis (FP&A) Compliance Reconciliations 94

Global Finance

JUNE 4, 2025

The regulator asked trustees to devise adequate strategies and risk mitigation methods should US bond ratings fall further, as the MPFA has no plans to alter existing investment requirements.

Foreign Exchange 78

Foreign Exchange Budgeting Compliance Investments 78

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

CFO Talks

MARCH 13, 2025

Now, picture the opposite: instant access to real-time financial insights, automated compliance checks, and AI-driven forecasts guiding your next move. This shift allows businesses to move from reactive decision-making to proactive planning. Reducing Errors and Ensuring Compliance Mistakes in financial reporting can be costly.

Financial Reporting 52

Financial Reporting IFRS Compliance Problem Solving 52

Future CFO

JUNE 19, 2025

Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulations, cultural complexities, and resource constraints while ensuring agility and compliance. Serve as a liaison between sales and compliance teams," Kozlov says.

Finance 52

Finance Compliance IFRS GAAP 52

E78 Partners

MARCH 3, 2025

Maintain compliance with ongoing disclosure and transparency requirements. Internal reporting structures and organizational charts should support these segment classifications to ensure consistency and compliance. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Plans

JANUARY 20, 2025

Get expert guidance from CFO Plans today to ensure you’re compliant and maximizing potential savings. Strategic Tax Planning for Entrepreneurs The foundation of effective tax management begins with strategic planning. A practical step is to establish a tax compliance checklist.

Tax Planning 52

Tax Planning Compliance CFO Planning 52