June, 2021

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EACT SURVEY 2021

Simply Treasury

Every year, EACT launches a treasury survey to identify top priorities for Corporates. It also aims at identifying challenges corporate treasurers of MNC’s are facing and technological innovations they intend to implement. As this survey is the first one post-COVID, it was interesting to see whether those priorities have changed and if they did why.

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How to Optimize Marketing and Sales Operations

Jedox Finance

In the age of digitization, the value creation processes of companies are experiencing fundamental changes. This also affects the go-to-market processes in particular for the marketing and sales functions. In this blog, we discuss these changes and their implications for successful operations. For at least two decades now, the Internet has enabled customers to be increasingly better informed, and the next supplier somewhere in the world is just a click away.

Sales 116
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HR’s traditional approach to workforce planning is no longer current

Anaplan

Businesses are preparing for a post-pandemic boom. They cannot afford HR to be reactive and disconnected as they plan the workforces they’ll need.

Planning 114
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Real-Time Payments

Corporate Finance

Many of you are probably familiar with near instantaneous money transfers using Venmo or Paypal. And while we discussed next-day ACH transactions in the textbook, in 2017, an interbank payment system was unveiled, the real-time payment (RTP) network. While only 130 banks out of the more than 9,600 financial institutions in the U.S. have adopted the system, these adopting banks cover 60 percent of demand deposit checking and savings accounts.

Banking 100
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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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Net 30 Vendor Who Reports to Multiple Business Credit Bureaus

Business Credit Blogger

Net 30 Vendor In today’s post we’re going to share with you a net 30 vendor who reports to multiple business credit reporting agencies. Whether you are just starting a business or an existing business, this is an easy way for you to get business credit without a personal credit check. First things first, if […]. The post Net 30 Vendor Who Reports to Multiple Business Credit Bureaus appeared first on Business Credit.

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Hedging or de-hedging, that is the question…

Simply Treasury

Delay in FX hedging, accounting treatment. The accounting treatment of currency hedging (timing) mismatches remains a major problem that has become more acute in the wake of the health crisis. Many companies have suffered from the effects of the crisis and the drop in their sales, or sometimes they have simply experienced delays in delivery from their suppliers or payment from their customers.

IFRS 130
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You Don’t Need Microsoft Power BI with Sage Intacct’s Interactive Visual Explorer

https://trustedcfosolutions.com/feed/

Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all. [link]. As the CFO, there’s always some shiny new toy being pitched by the, wait for it – CRO, CTO, CMO & PM. Technology has entered a new frontier, moving from the Age of Information to the Age of Answers. If you’re like other CFOs, you probably want a good dashboard to monitor KPIs & a tool that lets you visualize data across the firm.

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What the mobile experience means in an immobile world

Anaplan

What happens to “planning on the go” when people aren’t going anywhere? In this blog, we take a look at the path to mobile planning, how mobile trends and technology changed over the past year, and where its future is headed.

Planning 105
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CFOs: Do you have these security misperceptions? (Part 2 of 2)

Future CFO

Let’s continue with the last five of the top 10 security misperceptions today. To revisit or view the first half of the top 10 security misperceptions, you can check them out here. These misperceptions need to be understood not only by the IT function, but also senior executives such as the CFO to protect an organisation from financial losses and reputation damage brought by security incidents.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Uniting Your Workforce in 2021: ?David Smith of InFlow Analysis on the Being Planful Podcast

Planful

David Smith, founder and principal at InFlow Analysis, joined me on the Being Planful podcast to discuss why it’s so important to bring Human Resources and Finance together to enable continued collaboration, hybrid work, and most importantly, empathy. Dave started InFlow Analysis after a long career at Gartner and a stint at Aragon Research. From […].

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Avoiding Disaster with Catastrophe Bonds?

CFA Institute

What role might catastrophe bonds, or cat bonds, play in a diversified portfolio?

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WHITE PAPER - Advent of the digital treasury

Simply Treasury

Download the White Paper here

Treasury 130
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Consistency NOT intensity will create the best leaders

Castle Corporate Finance

Many organisations promote their best operatives and expect them to be good leaders. Some are; but many simply don’t know how to lead. In these cases, the company has just lost a good operative and gained a bad leader. Double whammy! Perhaps the answer is to train new leaders in ‘leadership’. Well, there’s nothing wrong with increasing awareness and discovering tools and techniques.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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Mastering the basics of annual budgeting

Anaplan

Effective annual budgets aren’t just top-down initiatives to allot spending and set production targets. Done right, they can embody corporate priorities and spur growth.

Budgeting 105
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CFOs: Do you have these security misperceptions? (Part 1 of 2)

Future CFO

There are top 10 security misperceptions, said Sophos. According to the firm, those misperceptions were encountered by its rapid response team in the past months when neutralising and investigating cyberattacks in a wide range of organisations. . Half of the misperceptions are as follows. We'll continue with the other half tomorrow. It’s time to debunk these security myths and save your company from not only financial loss but also reputation damage.

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Waste Expo 2021: Spotlights & Exhibitors

Commercial Credit Group

WasteExpo is getting back to business this year - the live, in-person conference is scheduled for June 28th - 30th in Las Vegas. WasteExpo is the leading event in North America for waste, recycling and organics professionals from the private and public sector.

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Permanent Capital: The Holy Grail of Private Markets

CFA Institute

The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Manolete appoints new chairman

Accountancy Today

Manolete, an insolvency litigation financing company, has announced the appointment of Lord Howard Leigh of Hurley as senior independent director and chairman designate succeeding Peter Bertram who will retire. Leigh is a qualified chartered accountant, he set up Cavendish Corporate Finance LLP in 1988 and still remains a senior partner. In 2000, he was appointed as the chairman of the faculty of corporate finance of the Institute of Chartered Accountants in England and Wales (ICAEW).

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What are the Red Flags of Fraud?

CFO Share

Do you stay awake at night wondering why your business is running out of cash? Have you grown your sales only to see your costs rise equally? Is your bookkeeper so busy they can barely keep up? There are many symptoms of fraud which can be easily confused with general business challenges like poor cost management. Can you tell the difference? Keep in mind neither financial statement audits nor tax accounting are not designed to detect all forms of embezzlement.

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Four pillars of a best-in-class B2B sales operation

Anaplan

Well-run sales operations enable the B2B sales organization to fulfill its mission: bringing home revenue. That means positioning sales within an overall revenue engine.

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CFO investment: More to raise their budgets for digital capabilities in FY21

Future CFO

A Gartner survey on CFO investment indicates that 82% of respondents plan to increase their budgets for digital capabilities in in FY 2021 compared to FY20. In addition, 70% of respondents intend to increase spend in information technology in this fiscal year, Gartner noted, adding that the survey of 115 CFOs was conducted between July – December 2020.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Strategic Planning Components for CFOs to Keep Top-of-Mind

Planful

Over the years, the chief financial officer’s (CFO) role has evolved from gatekeeper to trusted advisor and business partner. But not every CFO thrives in the strategic planning side of their role. KPMG found that “30% of CEOs say their CFOs don’t understand and assist with the challenges that they face within the organization.” A […].

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A Pillar of Modern Finance Turns 50

CFA Institute

Quick, what is 1 July 2021 the 50th anniversary of?

Finance 52
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BHP Corporate Finance reveals two new promotions

Accountancy Today

BHP Corporate Finance has announced the promotions of Will Holmes and Juel Chowdhury to director and manager respectively. Holmes joined the firm in 2015, having worked his way quickly through the various levels. In his new role, he will lead transactions and provide proactive deal advice to clients. The promotion will now mean that the 20 strong team of advisers at the firm will consist of 12 senior personnel made up of six partners and six directors.

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Customer Impact Guides the Digital Transformation Journey

CFO Leadership

Customer Impact Guides the Digital Transformation Journey. Amidst a rapidly changing global economy, Tina Wang, Vice President of Product Marketing at Sage Intacct, offers insights on how to elevate the work of your finance team and harness the opportunities digital transformation brings. Sage Intacct was a platinum partner of the CFO Leadership Council’s recent 11th annual conference, A New Hope. .

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.