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.

CFO 302

CFO Planning Strategic Planning 302

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.

CFO 244

CFO Planning 244

Mckinsey and Company

SEPTEMBER 14, 2022

A strategic approach to workforce planning could help align positions with priorities. Workloads are increasing across government agencies, and leaders are struggling to reallocate resources.

Planning 211

Planning 211

CFO Dive

SEPTEMBER 1, 2023

Many of the 99-year-old trucking firm’s customers moved their business to other providers in anticipation of the carrier’s collapse, experts say.

Planning 245

Planning 245

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 221

Planning Investments Economics 221

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Concentration Tax Planning Communication 130

CFO News Room

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. One key nuance to the use of Monte Carlo simulations is whether they are being used as part of a one-time plan versus an ongoing planning process.

Planning 130

Planning Marketing Finance Securities 130

Nerd's Eye View

JULY 12, 2023

The two key pillars of the administration's package were a proposed one-time cancellation of up to $10,000 of Federal student debt per borrower, and a new Income-Driven Repayment (IDR) plan featuring much more borrower-friendly terms than previously existing IDR plans. Fast forward to this summer, and the U.S.

Planning 97

Planning Education Numbers 97

Navigator SAP

JUNE 3, 2022

There’s a reason why 96 percent of the top 20 percent of businesses rely on enterprise resource planning (ERP) software, according to Aberdeen research. ERP is at the center of the modern digital business, the nerve-center that allows an organization to monitor, automate and manage operations end-to-end unlike what came before.

Planning 244

Planning Startups 244

Mckinsey and Company

JANUARY 20, 2023

Most supply chain leaders will overhaul their IT systems for planning in the coming years. This article shows how to increase the chances of success.

Planning 170

Planning 170

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

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 78

Planning Technology Communication 78

Mckinsey and Company

SEPTEMBER 1, 2022

To combat greater complexity and prepare for rapid demand shifts, resilient companies can integrate prescriptive analytics into their supply chain planning.

Planning 201

Planning 201

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 115

Planning Investments 115

CFO Dive

AUGUST 11, 2023

Top executives are preparing for a downturn, a CEO survey showed, despite 2.4% growth, slowing inflation and brighter consumer sentiments.

Planning 237

Planning 237

Mckinsey and Company

SEPTEMBER 13, 2023

Milciades Concepción, Panama’s Minister of Environment, reflects on the country’s conservation program designed to safeguard its natural resources and drive a sustainable economy.

Planning 199

Planning 199

Navigator SAP

JANUARY 27, 2023

SAP is one of the leading providers of enterprise resource planning (ERP) systems. It’s better than similar services in its category; SAP even outperforms Oracle ERP.

SAP 130

SAP Planning 130

Mckinsey and Company

FEBRUARY 15, 2023

Commercial aviation faces its most uncertain future in decades. COVID-depressed demand is now resurging, but there are many uncertainties and challenges for operators and manufacturers to manage.

Planning 271

Planning Manufacturing 271

CFO News Room

JANUARY 25, 2023

And while there are many things to consider when planning for a layoff, these considerations can be grouped into two distinct types of conversations. Next, the advisor and client can make a ‘game plan’ which would take effect if the client is actually laid off.

Planning 130

Planning Securities 130

CFO Dive

JUNE 7, 2022

CFOs aiming to improve scenario planning with artificial intelligence need to overcome an aversion to gathering and analyzing a broad variety of data, according to Gartner.

Planning 240

Planning 240

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

CFO Dive

MARCH 28, 2022

Finance leaders that managed through the pandemic without cloud-based planning tools are prepared to remedy that as they eye new uncertainties, according to a survey.

Planning 224

Planning Finance 224

CFO Dive

AUGUST 1, 2023

Despite greater caution among banks, economic growth accelerated during the second quarter.

Banking 238

Banking Planning Economics 238

Cube Software

OCTOBER 2, 2023

Understanding the basics of risk in financial planning Recognizing and understanding risk is the cornerstone for building a resilient, successful business. When it comes to financial planning, risk refers to the potential for unexpected events to negatively impact the financial health and stability of your business.

Risk Management 52

Risk Management Planning 52

Centage

AUGUST 29, 2023

They should forecast and plan for them all year long. By adopting continuous financial planning, financial pros can do better at keeping costs in line, managing investments, taking advantage of opportunities, and reducing the risk of threats. Continuous financial planning is more advantageous to companies for several reasons.

Financial Planning and Analysis (FP&A) 81

Financial Planning and Analysis (FP&A) Budgeting Planning Forecasting 81

Nerd's Eye View

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 87

Planning Education Leverage Technology 87

Spreadym

AUGUST 25, 2023

Headcount planning is a strategic process used by organizations to determine the optimal number of employees needed to achieve their business goals and objectives. What is headcount planning? Budget Considerations: Headcount planning must be in line with the organization's budget.

Planning 52

Planning Forecasting Budgeting Compliance 52

Generation CFO

DECEMBER 20, 2021

I recently spent a very enjoyable hour discussing financial workforce planning with Mark White of MHR. I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan.

Planning 131

Planning Finance Benchmarking Compliance 131

Mckinsey and Company

OCTOBER 2, 2023

As Saudi Arabia sets out on one of the world’s most ambitious phases of capital expenditure, tried and tested opportunities can help the country unlock construction project success.

Planning 171

Planning Construction 171

CFO Dive

JUNE 1, 2023

Some heated feedback elicited by the proposed new tax disclosure requirements suggests the road to consensus might still be rocky.

Planning 222

Planning 222

CFO Dive

MARCH 6, 2023

The private student loan provider is on the hunt for a new CFO as the Biden administration’s forgiveness program is on hold.

CFO 255

CFO Planning 255

Nerd's Eye View

FEBRUARY 8, 2023

government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP). But given that the U.S. While many features of the TSP (e.g.,

Planning 92

Planning Accounting Investments 92

CFO Dive

AUGUST 25, 2023

Kenneth Parks’ appointment as CFO is the final piece in GE Vernova’s leadership stack before the company spins off as an independent entity.

CFO 225

CFO Finance Planning Leadership 225

Nerd's Eye View

SEPTEMBER 11, 2023

annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well. a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Planning 74

Planning Budgeting Communication Practice Management 74

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Planning 71

Planning Technology Accounting Investments 71