CFA Institute

SEPTEMBER 8, 2021

The costs and risks associated with debt have shifted from the borrower to the lender.

Risk Management 96

Risk Management Corporate Finance Economics Investments 96

Planful

SEPTEMBER 6, 2021

In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company. In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that […].

Financial Reporting 93

Financial Reporting Valuation Leadership Planning 93

Driven Insights

SEPTEMBER 7, 2021

Why do startups flop? In 2011, the team at Startup Genome found a common thread. A survey of 3,200 startups showed that, of the companies which crumbled, 70% of them tried to scale too quickly.

Marketing 64

Marketing Startups 64

Global Finance

SEPTEMBER 7, 2021

Spare a thought for corporate treasurers as they mull where to invest their excess cash.

Investments 59

Investments 59

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Accounting

CFA Institute

SEPTEMBER 10, 2021

How have equal- and market-cap weighted US equity portfolios performed relative to one another during downturns?

Marketing 72

Marketing Performance Measuring Economics Investments 72

Anaplan

SEPTEMBER 7, 2021

There are many ways to allot your marketing and trade spend, but only a few will lead to reaching revenue goals. Find them using “what-if” scenarios.

Planning 59

Planning Marketing 59

BlueLight

SEPTEMBER 10, 2021

There are plenty of blogs that explain what net retention analysis is and the formula to calculate it. This is a good one. In this blog, I’m going to apply that math to a growing startup. You’ll see how a 1% delta in net retention could mean tens of millions in MRR for your startup. Let’s get started. Startup: Alex’s Lemonade SaaS Stand ?? Today is January 2021 Currently at $83K MRR (or $1M ARR) ??

Math 52

Math Startups Finance Numbers 52

CFA Institute

SEPTEMBER 9, 2021

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

Investments 60

Investments Performance Measuring 60

Planful

SEPTEMBER 10, 2021

Planful Perform 2021 promises to be an unforgettable event for finance and accounting professionals. It will be full of riveting keynotes, innovative product announcements, and tips and tricks from industry experts to give you the confidence to accelerate now. Register now for Perform 2021. It’s free, online, and happening September 14-15. Of course, we couldn’t […].

Finance 69

Finance Planning Accounting 69

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Jedox Finance

SEPTEMBER 8, 2021

Jedox is introducing one of the most anticipated new features this year with version 2021.3: Virtual Dimensions. Read more about how you can use Virtual Dimensions in Jedox and how end users can gain faster insights for better decisions.

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Global Finance

SEPTEMBER 8, 2021

New technologies demand new kinds of talent and make addressing labor shortages easier.

Marketing 52

Marketing Technology 52

Future CFO

SEPTEMBER 8, 2021

Hyperautomation and intelligent composable business are the top technology trends that CFOs should immediately address, said Gartner recently. These trends reflect the need for finance leaders to quickly and efficiently adjust to rapidly changing business conditions, said Alejandra Lozada, senior director, research in the Gartner Finance practice. “Hyperautomation stresses the importance of moving away from manual and onerous processes to automated processes which can be more easily adjusted to

Technology 52

Technology Finance Investments Planning 52

Centage

SEPTEMBER 7, 2021

We’ve all been there. You’re reviewing the results with your sales team, and you find that one of the team members is 20% below their sales goal for the quarter – and you want to know why. While you may know what went wrong – “Several orders pushed”, “I lost an important deal”, or “My pipeline wasn’t very strong” – you need to know why.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

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.

Accounting

The SaaS CFO

SEPTEMBER 7, 2021

As SaaS companies scale, there is an important function that must be added to your finance org chart. This function is the financial planning and analysis (FP&A) department. I rose through the ranks of the FP&A in public companies, so I have experienced all shapes and sizes of this critical department. Fundamentally, an FP&A team […].

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Planning CFO 52

Global Finance

SEPTEMBER 8, 2021

Six-month lockup periods used to be the strong recommendation from banks that underwrote traditional IPOs; no longer.

Banking 52

Banking 52

Future CFO

SEPTEMBER 7, 2021

The fluctuating pandemic has changed many organisations when it comes to the perception of the finance function—the stronger appreciation for finance professionals and their contributions. At the same time, the finance function also needs to address new challenges rising out of the pandemic. A recent report 'Finance functions: seizing the opportunity' — based on a joint ACCA-PwC survey of more than 3,000 finance professionals globally including around 300 from South East Asia (SEA) discerned bo

Finance 52

Finance Leverage Investments Accounting 52

Castle Corporate Finance

SEPTEMBER 5, 2021

The South-East Dealmakers awards are a prestigious event for the Corporate Finance industry and after the non-event of 2020, it was lovely to be able to get together and celebrate in person on the evening of the 2 nd September 2021. Hosted at the stunning Epsom Down Racecourse and compered by the legend that is Martin Bayfield, it was a night to remember.

Corporate Finance 52

Corporate Finance Finance Problem Solving Sales 52

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.

Finance

ION Group

SEPTEMBER 10, 2021

Expanding ION’s XTP offering with real-time margin and risk management and monitoring solutions for both cleared and uncleared OTC derivatives. The post ION acquires Clarus Financial Technology appeared first on ION.

Technology 40

Technology Risk Management Marketing 40

Global Finance

SEPTEMBER 8, 2021

Decentralizing finance can unlock capital in cryptocurrencies, but will it last?

Finance 52

Finance 52

Future CFO

SEPTEMBER 7, 2021

The four trends that are driving near-term AI innovation include responsible AI, small and wide data approaches, operationalisation of AI platforms, and efficient use of data, model and compute resources, said Gartner recently. AI innovation is happening at a rapid pace, with an above-average number of technologies on the Hype Cycle reaching mainstream adoption within two to five years, said Shubhangi Vashisth, senior principal research analyst at Gartner.

Auditing 52

Auditing Compliance Technology Leverage 52

Planful

SEPTEMBER 6, 2021

In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company. In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. History is riddled with companies that went public based on inflated valuations and false narratives.

Financial Reporting 40

Financial Reporting Valuation IFRS GAAP 40

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.

Finance

Global Finance

SEPTEMBER 7, 2021

If you cannot measure it, you cannot manage it.

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Future CFO

SEPTEMBER 5, 2021

Global CEO confidence returns to pre-pandemic levels, said KPMG recently when releasing results of a recent survey of more than 1,300 CEOs of the world’s largest businesses. Survey results indicated that 60% of leaders are confident about the global economy's growth prospects over the next three years, up from 42% in the January/February survey by KPMG.

Leadership 52

Leadership Investments Planning Securities 52

Future CFO

SEPTEMBER 10, 2021

Asia Pacific covered bond issuers comprise high-quality financial institutions that can support the credit quality of their covered bonds through coronavirus-related economic disruptions, said Moody’s recently. "The strong and stable credit quality of covered bond issuers in Australia, Japan, Korea, New Zealand and Singapore will support the credit quality of covered bonds in these Asia Pacific countries,” said Joe Wong, a Moody's Vice President and Senior Analyst.

Economics 40

Economics Securities 40

Future CFO

SEPTEMBER 5, 2021

Financial reporting specialist and lecturer Adam Deller explains the basic principles of IAS 19 in this short video. The post The fundamentals of IAS 19 appeared first on FutureCFO.

Financial Reporting 40

Financial Reporting Accounting Standards Accounting Finance 40

Advertiser: GEP

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