CFO Dive

FEBRUARY 27, 2023

Midsize businesses are still looking to grow headcount despite macroeconomic challenges, but in order to do so effectively, they need to have a thorough headcount management plan in place, according to TeamOhana’s CEO.

Planning 249

Planning 249

CFO Dive

DECEMBER 4, 2023

Manual scenario planning can no longer keep pace. Use AI for faster, driver-based modeling.

Planning 260

Planning 260

CFO Dive

JUNE 14, 2024

The dearth of succession plans for departing finance chiefs comes as CFO turnover at public companies has soared this year.

CFO 240

CFO Finance Planning 240

CFO Dive

SEPTEMBER 10, 2024

Inflation persisted last month as the top concern among small businesses, the National Federation of Independent Business said.

Planning 283

Planning 283

CFO Dive

OCTOBER 13, 2022

CFOs need new ways to prepare for crises, with resilience plans, and the storied Waffle House Index part of a mix of long and short-term tactics coming into focus.

Planning 232

Planning 232

CFO Dive

NOVEMBER 14, 2022

In today’s uncertain economy, strategic planning and analysis is more important — and difficult — than ever. CFOs need to set priorities to get the most out of their FP&A teams.

Planning 287

Planning Strategic Planning CFO 287

CFO Dive

MAY 9, 2023

A pullback in credit is prompting owners of small businesses to scale back plans for capital expenditures during the next six months.

Planning 225

Planning 225

Navigator SAP

FEBRUARY 26, 2024

Manufacturers now use a manufacturing execution system in resource planning and execution (MES), a material resource planning system (MRP) for preparing a batch manufacturing record, and an enterprise resource planning solution (ERP) for tying it all together.

Manufacturing 130

Manufacturing Planning 130

CFO Dive

APRIL 26, 2023

The seller of women’s handbags is planning to cut as many as two dozen jobs as part of a corporate restructuring initiative targeting $12 million in incremental cost reductions.

Planning 211

Planning Restructuring CFO 211

CFO Dive

DECEMBER 20, 2022

As resources to fund retirement plans are expected to grow scarcer next year, companies must be nimble and share a clear vision when shaping retirement plan offerings.

Planning 227

Planning CFO 227

The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 72

Planning Sales Forecasting Strategic Planning 72

Navigator SAP

DECEMBER 12, 2023

Manufacturing resource planning is all about resource planning and management. An MRP system identifies needed materials, estimates quantities required, calculates when materials will be required to meet production schedules, and manages delivery timing.

Manufacturing 185

Manufacturing Planning Marketing 185

CFO Dive

SEPTEMBER 14, 2023

CEOs at many of the biggest U.S. companies forecast that the economy will grow 2.1% this year, according to the Business Roundtable.

Planning 251

Planning Forecasting 251

CFO Dive

AUGUST 27, 2023

With a good plan, data can be quickly restored after a ransomware attack, bringing systems back online without the need for a hefty payment to a cybercriminal, writes Object First’s Anthony Cusimano.

Planning 187

Planning 187

CFO Dive

AUGUST 15, 2024

The tech giant is “shifting hundreds of millions of dollars” into artificial intelligence and other growth areas of its business, CEO Chuck Robbins said.

Planning 218

Planning 218

CFO Dive

JULY 16, 2024

companies are trimming salary increases as the labor market loosens, recovering from a pandemic period of high resignations, job hopping and wage gains.

Planning 230

Planning Marketing 230

Navigator SAP

DECEMBER 29, 2021

Often, demand planning and supply planning get confused with one another. Demand and supply planners must work together closely, but most businesses have separate departments for demand and supply planning. While both are closely related, each is quite different.

Planning 100

Planning 100

E78 Partners

SEPTEMBER 9, 2024

Under these pressures, one aspect often underestimated is the power of strategic budget planning. For executives in portfolio companies, understanding the nuances of effective budget planning is crucial. A tailored budget plan can empower private equity-backed companies to meet and exceed their financial objectives.

Budgeting 52

Budgeting Planning Financial Modeling Forecasting 52

CFO Dive

DECEMBER 6, 2022

CEOs facing a gloomier economic outlook have pared back expansion plans but do not necessarily expect a recession in 2023.

Planning 203

Planning Investments Economics 203

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Nerd's Eye View

SEPTEMBER 4, 2024

When it comes to digital estate planning solutions tools, this particular burden is amplified not only because of the many clients who need an estate plan (with about 2/3 of Americans estimated to be without a will!), As a starting point, it is important to know what digital estate planning solutions can actually do.

Planning 52

Planning Healthcare Education Leverage 52

Focus CFO

FEBRUARY 13, 2024

As Strategic Partners of the Exit Planning Institute, we were thrilled to share our insights on dual-track financial planning at a recent EPI 'Think Tank' session. They emphasize the importance of synchronizing dual-track financial planning for both the owner's personal financial goals and the strategic growth of the business.

Planning 52

Planning 52

The Finance Weekly

MAY 29, 2024

Financial planning and analysis (FP&A) solutions provide a complete platform for organizational planning, which is important for all businesses. Two of these companies, Planful and Vena are popular for many reasons. Understanding their financial status and performance is key for business growth.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

JULY 26, 2023

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.

Planning 98

Planning Communication Technology 98

VCFO

JANUARY 23, 2024

This blog explores how adopting a proactive approach to business exit planning can significantly reduce personal risk and pave the way for a successful transition. —– How much can your business benefit from proactive planning and improved capital structure?

Planning 81

Planning Concentration Strategic Planning Securities 81

CFO News

JANUARY 8, 2024

The regulator's plan comes after it released, late in December 2023, inspection reports on deficiencies in the audit processes of major firms such as BSR & Co, Deloitte Haskins & Sells, SR Batliboi & Co, Price Waterhouse Chartered Accountants LLP and Walker Chandiok & Co.

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Planning Auditing Accounting 99

Nerd's Eye View

AUGUST 7, 2024

Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among their beneficiaries, without regard to the nature of each individual asset.

Planning 98

Planning Accounting 98

Nerd's Eye View

APRIL 29, 2024

Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g., With this in mind, many financial advisors offer estate planning guidance to clients.

Planning 98

Planning Accounting 98

Barry Ritholtz

JUNE 15, 2023

The firm’s release of How America Saves is chock full of data and charts showing how 401k savings have reached all-time highs at Vanguard; I expect other large plan managers like Fidelity and Schwab to be at or near similar levels. Vanguard is out with its annual deep dive into what its 5 million 401k participants are up to.

Planning 113

Planning Investments 113

Nerd's Eye View

JULY 10, 2024

From an advisor's perspective, TCJA's impending expiration raises the importance of planning for clients who will potentially be impacted, which, given the law's broad scope, could be nearly every client. elections. Read More.

Planning 98

Planning Numbers 98