Tue.Jun 27, 2023

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What is Financial Planning and Analysis (FP&A)?

Spreadym

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. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. The primary objectives of FP&A.

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AI linked to new crop of business email scams

CFO Dive

Businesses can no longer count on bad spelling and grammar to red-flag problem emails: Fraudsters are using AI to craft well-written email messages at scale.

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Trending Sources

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India tightens norms to plug likely tax swindling via donations to trusts

CFO News

The Central Board of Direct Taxes has made it mandatory for charitable, religious, and educational trusts to disclose the names, addresses, and permanent account numbers of donors who make a contribution of over Rs 2 lakhs in a day. These trusts will also have to provide an undertaking stating that their activities are charitable, religious, or religious-cum-charitable.

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ESG standard setter releases global reporting rules

CFO Dive

The global effort to harmonize rules for corporate sustainability reporting will now focus on rallying adoption of its voluntary standards in dozens of jurisdictions worldwide.

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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

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REIT firms plan to form an association

CFO News

Currently, there are only four listed REIT entities in India. Embassy Office Parks REIT, Mindspace Business Parks REIT and Brookfield India REIT are office space-backed REITs, While Nexus Select Trust is the first mall and retail-asset-backed REIT in India.

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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

Welcome back to the 339th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Roberge. Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the busines

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Wasabi CFO urges finance leaders, C-suite to embrace AI

CFO Dive

CFOs need to take a more risk-forward mindset when it comes to AI to ensure they are well-placed for the coming “data wave.

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Stocks Are Overbought, so What?

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Flows is Back – “ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs” ►Higher or Lower? – Our viewers believe the market will go up from here.

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Pricefx CFO stresses diversification in business funds

CFO Dive

In a post-SVB world, diversifying funds is key to a healthy business, according to CFO Gillian Sheeran.

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How to Build the Ideal HR Team

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

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Swiss bank UBS to cut 35,000 jobs after Credit Suisse rescue: Report

CFO News

Credit Suisse had a staff of around 45,000 before it nearly collapsed on investor fears about its solvency, which prompted a massive bailout orchestrated by the Swiss government.

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Amex promotes deputy to CFO

CFO Dive

When long-time American Express CFO Jeff Campbell exits in August, the company’s deputy CFO, Christophe Le Caillec, will take the top financial post.

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5 Steps To Taking Out An SBA Loan

CSC Advisors

Loans can help you quickly access the necessary funds to invest in either building or expanding your business. Although you may be eager to jump at the prospect of quickly acquiring “starter money,” navigating the lending process can be daunting. Before you step forth to conquer the mountain of paperwork and bureaucracy that it takes to acquire an SBA loan, you want to review your application qualifications and get organized.

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CFO 2023 concerns: profitable growth, inflation, and balance sheet health

Future CFO

Rising prices and interest rates along with other economic factors beyond a company’s control are leading CFOs to show the most concern about profitable growth, inflation, and balance sheet health in 2023 Still, Gartner says nine out of 10 CFOs plan to fund organic growth in 2023 at the same level or greater levels than 2022. “Macroeconomic factors that companies can do little to nothing about have created an uncertain setting in 2023 and have also led to many sleepless nights among CFOs,” said

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Planning Your Restaurant's Path to Profitability

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

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Everything You Need To Know About The New Restaurant Revitalization Grant

CSC Advisors

There is no question that the COVID-19 pandemic greatly influenced the future, and present, practices of businesses in the food and drinks industry. With fewer people going out, restaurants and bars faced fewer and fewer possible ways to make money for their businesses to thrive. Luckily, the Restaurant Revitalization Grant is coming. Are you eligible for the grant?

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Global economic outlook is improving

Future CFO

The global economic outlook is improving though recovery is expected to be weak, said OECD recently. According to the OECD’s latest Economic Outlook, a moderation of global GDP growth from 3.3% in 2022 to 2.7% in 2023 is projected, followed by a pick-up to 2.9% in 2024. Lower energy prices are easing the strain on household budgets, business and consumer sentiment are recovering, albeit from low levels, and the re-opening of China has provided a boost to global activity, OECD noted.

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A Guide To PPP Round 2 Calculations For Your Business

CSC Advisors

By mid-summer of 2020, nearly $380 billion was given to organizations through Paycheck Protection Program loans. How much did your business receive from this government help? You are not alone if it took you months to secure money from PPP round one, and now some are eligible for drawing from round two. This process continues to remain overwhelming to a small business owner worried about their business.

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911: Moving the Needle | Chuck Fisher, CFO, Turo

CFO Thought Leader

The meeting that Chuck Fisher brings to our attention began not unlike hundreds, if not thousands, of other meetings that he has sat in on during his 25-year business career. However, it was at one particular gathering that he witnessed the thinking that would trigger one of the last decade’s greatest strategic bets. Back in 2013, Fisher had only recently joined the business development team at Charter Communications when he found himself in a meeting that included Charter’s then-CEO, Tom Rutled

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How Automation is Driving Efficiency Through the Last Mile of Reporting

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

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Everything You Need To Know About PPP Round 2

CSC Advisors

It’s been a hard year for small businesses. But passionate, dedicated small business owners like you are prepared to weather the storm. And the paycheck protection program (PPP) is here to help. The second round of PPE is open. The program will help secure loans for small business owners in 2021. Below you will find a comprehensive guide to round two of PPP with everything you need to know to protect your business and employees.

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ET Exclusive| People see opportunity when they look at India, says Goldman Sachs CEO David Solomon, but 'bureaucratic challenges remain'

CFO News

Amid meetings with top corporate and startup clients, the Prime Minister and other senior officials, Solomon took time out to speak to ET on a range of topics — the global economy, US regional banks, geopolitical headwinds, corporate earnings, the challenges facing Goldman and, of course, India. Solomon, 61, said he's not bothered about all the noise, his focus remains on serving clients and the Goldman share price performance.

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7 Reasons You Should Apply For SBA Loan Assistance

CSC Advisors

Cash flow is the number one reason why small businesses fail, so managing your cash is essential. But disasters, like hurricanes or pandemics, can make it hard to keep the money rolling in. Luckily, programs like SBA loan assistance can help you maintain your business. You can get the funding you need as you recover from whatever disaster comes your way.

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Tata Sons challenges Rs 1,500cr tax claim on Docomo settlement

CFO News

The Directorate General of GST Intelligence (DGGI), which had raised the tax claim, has now moved the Bombay High Court seeking a three-month extension for the next hearing on a petition filed by Tata Sons challenging the tax demand, since officials need to study the voluminous documents submitted by the company, the people said.

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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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A Complete Guide To Economic Injury Disaster Loans

CSC Advisors

Money is exactly what makes your business a success. If it wasn’t for your sales, you wouldn’t be able to pay your employees and you wouldn’t be able to keep your business afloat. During uncertain economic times, you may find that your business is struggling with major monetary loss. With an economic injury disaster loan, you can get your business back on track.

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Adani Total Gas to build 1800 CNG stations in 7-10 years

CFO News

The company has thus far completed laying 10,888 Inch-Km of steel pipeline, adding 1,951 Inch-Km line in FY 2022-23. Its CNG station footprint increased to 460 following the addition of 126 during the last year. Out of 460 CNG stations, 87 were Company Owned Dealer Operated (CODO) and Dealer Owned Dealer Operated.

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How Can The Main Street Lending Program Help Your Business?

CSC Advisors

If your business is struggling during the ongoing pandemic, you still have options for economic relief. You don’t have to be worried about how you are going to keep your business open and retain employees. Continue reading to learn everything you need to know about the Main Street Lending Program and how it can help your business in these uncertain times.

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CCI to widen scrutiny of Air India-Vistara merger

CFO News

CCI has not given expedited permission to the process and have instead sent a notice to the two airlines seeking reason on why an investigation of the impact of the merger should not be conducted.

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Recruit and Retain New Blue-Collar Talent

Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution. Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals.