This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
As FP&A professional, how often do you feel that you do something you shouldnt? FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. Having unique access to data about all the activities throughout an organization, it is not uncommon that FP&A teams are often asked to perform tasks which are not necessarily aligned with their core objectives.
How External Factors Shape Internal Strategies Through Strategic Risk Management Picture this: Youre the captain of a ship in a vast, unpredictable ocean. The skies look clear, but you know the weather can change at any momentstorm clouds can gather, tides can shift, and winds can throw you off course. Navigating your business in todays world is no different.
Recent years have taught business leaders an invaluable lesson: operational resilience isn’t just a buzzwordit’s a fundamental requirement for survival and success. For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprec
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
@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as
Editors note: Don't act to prove yourself to others, said Ong Hui Giap, Chief Financial Officer (South East Asia & India Region), Coface. In todays Female Leadership in Finance interview, Ong shares with us her advice for aspiring female finance professionals, the challenges facing her as a finance leader, and how hiking inspires her life and career.
Editors note: Don't act to prove yourself to others, said Ong Hui Giap, Chief Financial Officer (South East Asia & India Region), Coface. In todays Female Leadership in Finance interview, Ong shares with us her advice for aspiring female finance professionals, the challenges facing her as a finance leader, and how hiking inspires her life and career.
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.
Others may want to wait and watch for higher real yields. By David Enna, Tipswatch.com I picked up the December issue of Kiplinger Personal Finance from my nightstand last week and began paging through. And chuckling. Why?
SAP has long been a leader in enterprise resource planning (ERP) solutions. Over its 50-year history, the company has continually innovated to meet the needs of businesses large and small. The latest evolution in SAP's ERP offerings is the SAP S/4HANA Cloud Public Edition a cloud-based, fit-to-purpose ERP solution designed to help small and mid-sized companies streamline operations and drive growth.
Many nonprofit leaders think accounting belongs solely to their CFO or accountant. If youre a particularly small organization, it may even be the CEO who wrangles an accounting spreadsheet every once in a while. But what if the key to financial clarity and stability lies in sharing the load? The truth is, many successful nonprofits empower leaders to manage their own department budgets.
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.
At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024. Source: Data collected during the FutureCFO Conference series in 2024, Cxociety Research Coming into 2025, as finance leaders face mounting pressure to do more
Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. These discussions have ranged from questioning whether everyone would be out of a job in five years to wondering if anything of substance would change at all.
Modern ERP systems are different than the old stereotype of a hulking, on-premise business software solution that is hard to use and even harder to implement. One example of how things have changed is SAP S/4HANA Cloud Public Edition , the new ERP solution recently released by SAP.
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.
By David Enna, Tipswatch.com The Treasury’s auction of $20 billion in a new 10-year Treasury Inflation-Protected Security — CUSIP 91282CML2 — generated a real yield to maturity of 2.243%, the highest for this term at auction since January 2009.
Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. These situations often narrow the focus of the prospecting conversation, giving the advisor a clear opportunity to affirm their value (e.g., "I help clients in retirement by doing X, Y, and Z.").
This week, we speak with Mike Freno , Chairman and CEO at Barings. The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. Over 20 years with the firm, Freno has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets.
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.
As tech CFOs confront leaner budgets and AI’s impact, creating a strong culture can be a key talent retention tool, Grant Thornton’s Andrea Schulz said.
Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. Spreadsheets are still the default tool for many organizations because theyre familiar and they get the job doneuntil they dont.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that don't rely on an 'eat what you kill' approach) and assets managed (as consumers might be attracted to the differentiated service prop
The new year is here! As a business owner, there is a lot to evaluate and prepare for 2025. Many business owners felt the squeeze of a tight 2024 and if that was the case for you, naturally the goal is to avoid a repeat that year. A crucial component to revitalizing your business in the new year is ensuring you have a clear plan of action. The year couldve looked vastly different to you from other business owners, but regardless of where you are on your journey, identifying actionable items is k
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.
I wanted to share a quick update as to what’s been keeping me occupied during the run up to the release of the new book. The past few weeks have been pretty busy and full of surprises. We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. But the biggest surprise has been the booksAudible version.
Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsource
Artificial intelligence (AI) is changing financial planning and how industries operate. According to NVIDIA, 91% of financial companies are already using or testing AI. AI automates tasks such as data entry and modeling, enabling finance teams to focus on analysis and strategy. This helps businesses allocate resources efficiently and plan for long-term growth.
“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
130 
Let's personalize your content