May, 2021

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Four tactics for smarter demand planning

Anaplan

The pandemic spotlighted growing challenges to demand planning practices. We have guidance on how to do better in the new reality.

Planning 105
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How to Maximize Value and Insights from Microsoft Power BI

Jedox Finance

Enjoying a scenic drive on a warm summer day offers an opportunity to enjoy the picturesque views ahead of you, and maybe even where to stop to take the best pictures. While the windshield of the car provides a view of what lies ahead, the rearview mirror allows you to look back to see where you’ve been. However, you can’t drive the car looking through the rearview mirror.

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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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A Message From Katten

Corporate Financial Weekly Digest

After approximately 16 years of publication, today is our final official edition of Corporate & Financial Weekly Digest. On behalf of our attorneys, editors and all of our authors, we are proud to have been a reliable source on trending legal issues. Please stay tuned, as Katten will continue to provide timely, educational updates to our clients and subscribers via advisories and other future publications.

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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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From FP&A to RevOps: Jeff Ignacio, Head of Revenue and Growth Operations at Upkeep, on the Being Planful Podcast

Planful

Jeff Ignacio, head of Revenue and Growth Operations at UpKeep, joined me on the Being Planful podcast to explain why and how he transitioned from FP&A to the operational side of Sales. At UpKeep, Jeff is part of a fast-growing company that’s helping hard-working technicians, facility managers, and maintenance teams become more productive. But how […].

More Trending

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Characteristics of a business-friendly AI forecasting tool

Anaplan

AI-based forecasting tools can be intimidating and expensive. We offer tips for finding user-friendly tools to help you make smarter predictions, faster.

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Let’s get up to speed with your leadership style

Castle Corporate Finance

Here at Castle, we believe that understanding your own personality style – or ‘leadership preferences’ – along with that of your colleagues, can improve business success. That is why the second part of our Perfect Fit series assesses your business leadership and directing style and the impact this can have on you as an owner and leader. CLICK HERE TO REVEAL YOUR LEADERSHIP STYLE.

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LTV to CAC Ratio of Three | Myth or Legend

The SaaS CFO

Almost everyone in SaaS has heard of the LTV to CAC ratio. And almost everyone has heard that we should target an LTV to CAC ratio of at least three. This was popularized (I believe) by the great content published by David Skok on SaaS metrics. But what does it mean to have an LTV […]. The post LTV to CAC Ratio of Three | Myth or Legend appeared first on The SaaS CFO.

CFO 52
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CFOs: Why you need to adopt a different AI approach

Future CFO

While CFOs surveyed recently by Gartner are likely to invest in AI, they need to adopt a different AI approach to reap the benefits of the technology, said Gartner recently. The firm’s survey of 300 CFOs and finance leaders in May 2020 indicate that 90% of respondents anticipate investing “more, less, or the same amount” in AI since the pandemic. To get the full benefits, and thus competitive advantage, from such investments CFOs must look beyond projects that only aim to modernise the function,

Finance 52
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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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Being Planful: Helpful FP&A Resources

Planful

CFOs are increasingly optimistic about 2021, but experts warn that FP&A should remember the lessons learned during 2020. New risks are always right around the corner, and what worked in 2020—capturing and utilizing more data, with more advanced technologies, for faster and better decision making—will likely come in handy again soon. Finance is also collaborating […].

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The power of listening in building trusting treasury relationships

PWC UK

by Camila Montagni Manager. Email +44 (0)7843 331625. More articles by Camila. As treasury leaders, when interacting with our teams and in my case my clients, can we truly say we are actively listening and understanding the exact meaning of what they are saying? I believe active listening will likely give us a clearer understanding of the true feelings and motivations to better enable us to build really trusting relationships.  These are a key component if we are to create an environment t

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Governance: The key to digital transformation in the finance organization

Anaplan

To enable true digital transformation, CFOs should see themselves as business leaders first and finance heads second.

Finance 94
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Top 5 Mistakes Bookkeepers Make When Building Their Firm

The CFO College

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice.

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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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The Melting Ice Cube Series - Part 2: A Brief History of Money

Creative CFP

Since this series is primarily concerned with the question "What is money?" it’s necessary that we at least have a general historical perspective of humanity’s relationship with money. What money have we used in the past, and how has it changed as humanity came into contact with successively superior forms of money? We weren't always using rands and dollars.

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Understanding Esker’s Accounts Receivable Suite in 8 minutes

Future CFO

Cash is king especially in times of crisis. Since 2020, businesses in Asia have looked more closely on their financial position, especially cash flow, as they face the uncertainties of 2021. Esker’s Taylor Bucker writes that having a clear understanding of cashflow, the processes that establish it and how to effectively manage it is imperative for any organization’s financial health.

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Announcing the Planful Champions Club

Planful

We’ve worked with thousands of FP&A professionals over the years, at our customers and partners, and also internally, with the Finance experts who design and build our solutions and ensure the success of our ecosystem. Over time we’ve seen how those who proactively learn and explore Planful, and work to deeply understand and share its […].

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Attitude is Everything

Castle Corporate Finance

Whether at work or in our personal lives, there are those people whose presence we enjoy; there are those with whom we ‘jog along’… And then there are those others – those we might actively avoid. You know who I mean, don’t you!? People seem to fall into three broad categories known as the ‘Radiators’, the ‘Rocks’, and the ‘Drains’. These descriptors hint at the effect they have on us: either providing us with vitality; being passive and immovable; or depleting our energy reserves.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Finance grads: This is not your parents’ workplace

Anaplan

Corporate finance is a more dynamic, influential career choice than in past decades. To thrive there, you need to be flexible, adaptable, and comfortable with ambiguity.

Finance 59
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5 Benefits of Refinancing Equipment

Commercial Credit Group

Industries, such as construction, manufacturing, transportation, or waste hauling, that rely on revenue generating equipment are very capital intensive and have a lot of equity tied up in that equipment. Refinancing the equipment can have major benefits to the cash flow and business operations of a company. The top five reasons to refinance equipment are: Lower monthly payments.

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Why You Should Invest in Staff Development for Your Nonprofit

Capital CFO LLC

No matter what type of nonprofit you manage, your staff is the backbone of the organization. Investing in staff development is an investment into the employee, the company, and the […]. The post Why You Should Invest in Staff Development for Your Nonprofit appeared first on Capital CFO.

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5 strategies for achieving best-in-class credit and collection process

Future CFO

Trading on credit has become necessary for companies looking to drive sales and improve their competitive advantage. Today, the majority of B2B invoices issued worldwide involves trade credit, however, an invoice on credit is at risk of payment delay. For businesses looking to secure their cashflow it is essential that they optimise their credit and collections process and minimise customer risk.

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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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3 Ways to Beat the Stress of the Financial Consolidation Process

Planful

Financial consolidation and financial reporting—be it year-end, quarterly, or monthly—usually come with stressors: You have to clamber to collect all the data, ensure your inputs are accurate, and handle the close and consolidation process by the deadline. The process is still complex and imperfect. As Mary Driscoll, APQC’s senior research director for financial management, said, […].

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Cash Management Practices and Strategies for Your Slow Season

Driven Insights

Managing your firm through its slow season can be difficult. But by developing cash management practices and strategies, you'll be positioned to hit the ground running when your busy season resumes.

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Anaplan for Commercial Revenue Planning eases omnichannel planning shambles

Anaplan

A new all-in-one solution addresses the consumer goods industry's multi-channel revenue planning challenges across multiple lines of business.

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Dan Heath: Three Barriers to Upstream Thinking

CFA Institute

"When no one owns a problem, it probably won't get solved.".

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PowerPoint Best Practices for Creating Stellar Presentations

Mastering data visualization in PowerPoint will help accelerate your career because it positions you as someone who can present data that drives business decisions forward. think-cell's PowerPoint Best Practices eBook was created specifically for professionals aiming to master the art and science of data-driven storytelling. What’s inside: Practical Insights: Uncover valuable tips for crafting engaging and persuasive presentations.