CFA Institute

JULY 3, 2025

Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. Financial History: Understanding the Past to Forecast the Future.

Marketing 58

Marketing Risk Management Financial Analyst Investments 58

Global Finance

DECEMBER 27, 2024

The momentum persists, with growth forecast at 5.4% This puts Tanzania among the few countries in Africa where investors can plan for the long term without fear of sudden political upheavals. First is protecting existing contracts, which is crucial for long-term investment planning. Inflation (2024, projected): 3.2%

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Global Finance

MARCH 3, 2025

It used to be tough investing in private market assets. The development of open-ended, evergreen funds that allow investors to periodically redeem sharestypically, monthly or quarterlyand carry relatively low investment minimums have made private market investing accessible to just about everyone. Not anymore.

Marketing 59

Marketing Investments Forecasting Banking 59

CFO Talks

FEBRUARY 12, 2025

Optimising Budgets: Strategies for Effective Financial Forecasting Financial forecasting plays a crucial role in managing budgets effectively. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting 52

Forecasting Budgeting Economics Planning 52

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. By forecasting cash flow and aligning it with business objectives, companies can anticipate potential shortfalls and surpluses.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? This issue hampers forecasting accuracy, risk management, and resource allocation. This leads to better budgeting, more reliable forecasting, and stronger financial stability.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

E78 Partners

OCTOBER 30, 2024

Middle-market companies face increasing pressure to maintain their value edge in this competitive financial landscape. To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A).

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59

The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning General Ledger (GL) Forecasting 52

CFO Talks

JANUARY 8, 2025

Understand Your Teams Starting Point Before planning for growth, its essential to know where your team currently stands. This understanding helps you identify training needs and create tailored development plans. For example, working with marketing on campaign budgeting can teach them how finance impacts other areas of the business.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Fpanda Club

MARCH 19, 2025

Yes, I said that, I am addicted to financial planning and analysis. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career. My name is Anna, and I am an FP&A-holic. These capabilities strongly depend on how often we update our beliefs.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

Musings on Markets

APRIL 7, 2025

Coming after a few days where the market seemed to have found its bearings (at least partially), it was clear from the initial reactions across the world that the breadth and the magnitude of the tariffs had caught most by surprise, and that a market markdown was coming.

Marketing 99

Marketing Treasury Economics Investments 99

Collectiv

JANUARY 24, 2025

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? If youre stuck in a vicious cycle of manual updates and outdated insights, its time to rethink your approach to planning and financial reporting. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Reporting Forecasting Budgeting 52

Future CFO

DECEMBER 29, 2024

However, the increasing complexity of global markets and the pace of technological change have redefined this role. This includes real-time data analysis, which allows finance leaders to respond swiftly to market changes and identify growth opportunities.

Finance 98

Finance Compliance Data Analysis Leadership 98

Global Finance

DECEMBER 26, 2024

With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. GTreasurys modular architecture allows treasurers to focus on what matters most: building a strategy that adapts to market changes without unnecessary complexity.

Treasury 59

Treasury Risk Management Currencies SAP 59

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Problem Solving Communication 98

The Finance Weekly

JANUARY 5, 2025

Assisting Financial Planning Finance AI chatbots are excellent tools for budgeting and financial planning. With over 200 integrations (think ERP and CRM systems), its built to streamline financial data management, budgeting, forecasting, and more. Robust automation for budgeting and forecasting. Affordable pricing.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

Future CFO

JUNE 1, 2025

Bond markets in Asia show positive fundamentals but face vulnerabilities from fiscal deficits and debt risks. Companies increasingly adopt digital tools to improve cash flow forecasting, automate reconciliation, and manage liquidity more effectively," he adds.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

CFO Simplified

JANUARY 23, 2025

A crucial component to revitalizing your business in the new year is ensuring you have a clear plan of action. Proactively arrange a meeting with your bank to discuss your plans, concerns, and the support youll need to achieve your goals. Use these insights to project your financial performance based on your strategic plan.

Cash Flow Forecasting 52

Cash Flow Forecasting Communication Budgeting Forecasting 52

Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. In the table below, we compare the changes in regional market capitalizations (in $ millions) over time.

Corporate Finance 121

Corporate Finance Valuation Numbers Finance 121

CFO Talks

FEBRUARY 5, 2025

A good budget helps a company plan its spending, control costs, and make smart decisions. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track. A business unit budget is a financial plan that outlines how much money a department expects to earn and spend.

Budgeting 52

Budgeting SAP Financial Data Planning 52

Global Finance

JANUARY 2, 2025

So dont wait until a crisis is at its peak and you incur losses, lose market share, lose customers. Every quarter it either met or exceeded analysts revenue forecasts. Its the alleged technology used by the target to penetrate a new type of market. Thats a bad time to buy. Look ahead!

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

CFO Talks

NOVEMBER 29, 2024

From the financial side, I am heavily involved in the scoping of the AFE, ensuring all financial models, scenario planning, and required returns are accurately detailed. Balancing these demands requires careful planning and prioritization. This allowed us to identify areas that needed immediate attention.

Finance 98

Finance Profit and Loss CFO Leadership 98

CFO Talks

APRIL 17, 2025

Market demand? Whether it’s expansion into a new market, investment in digital infrastructure, or rationalising product lines, information is the common currency that enables sound judgement. Shifting from static reporting to dynamic forecasting and real-time analytics. Supply chain resilience? Its about being prepared.

CFO 52

CFO Compliance Finance Currencies 52

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investments 126

Investments Math Concentration Numbers 126

The Big Picture

JUNE 28, 2025

bioGraphic ) • My Couples Retreat With 3 AI Chatbots and the Humans Who Love Them : I found people in serious relationships with AI partners and planned a weekend getaway for them at a remote Airbnb. Of Dollars and Data ) • No One Knows. We barely survived. With “Tracks II,” he adds seven full ones to his catalog. (

Forecasting 79

Forecasting Investments Marketing Planning 79

CFO Talks

NOVEMBER 27, 2024

Whether it’s market disruptions, new regulations, global events, or unexpected crises, Chief Financial Officers (CFOs) are often the ones steering the ship through stormy seas. Review existing data: Look at your company’s historical trends, current financial data, and market research. What’s your plan in each case?

CFO 52

CFO Budgeting Forecasting Communication 52

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

CFO Thought Leader

DECEMBER 10, 2024

During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. Predictability means setting realistic forecasts, tightening pipeline management, and increasing confidence in decision-making.

CFO 52

CFO Leadership Prioritization Auditing 52

E78 Partners

MAY 29, 2025

How middle-market PE firms are redefining the CFO role to maximize returns in an increasingly complex investment environment The private equity playbook is shifting. years a decade agoand deal multiples remaining elevated despite market volatility, the pressure on portfolio companies to deliver sustained value creation has intensified.

CFO 52

CFO Valuation Investments Technology 52

CFO Talks

JANUARY 8, 2025

Staying informed about economic trends, market shifts, and industry updates allows you to anticipate potential challenges and opportunities. Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Take employee training as an example.

Economics 52

Economics Leadership Budgeting Communication 52

The Finance Weekly

NOVEMBER 19, 2024

Overview of Abacum Abacum is one of the newer FP&A solutions on the market and was founded in 2020 by Julio Martinez and Jorge Lluch Valdecasas. Abacum has raised over $40 million, and they are shaking up how companies handle finance by encouraging a more collaborative and strategic approach to financial planning.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 52

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. AI-enabled predictive analytics to forecast financial trends and inventory requirements.

SAP 78

SAP Data Analysis Leverage Sales 78

CFO Talks

MAY 8, 2025

Whether its expanding into a new market, acquiring a promising technology, or simply diversifying your organisations portfolio, every opportunity comes with a side of risk. Its not just about watching the markets but understanding how those movements impact your investment. Thats why you need a Plan B (and maybe even a Plan C).

Investments 52

Investments Profit and Loss CFO Credit Risk 52

CFO Talks

NOVEMBER 27, 2024

When the leadership team is debating market expansion, their primary concern is not the minutiae of last quarter’s overheads but whether the new market is profitable and sustainable. Start with the Decision in Mind Every report should begin with clarity about its purpose.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52