CFO Dive

DECEMBER 4, 2023

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

Planning 273

Planning 273

Navigator SAP

JANUARY 12, 2024

Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.

Financial Planning and Analysis (FP&A) 231

Financial Planning and Analysis (FP&A) Planning Finance 231

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 260

Planning Marketing 260

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 255

Planning 255

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 255

Planning 255

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 241

Planning Restructuring CFO 241

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 300

Planning Strategic Planning CFO 300

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 252

Planning CFO 252

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

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

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 282

Planning Forecasting 282

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 215

Planning 215

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

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 171

Manufacturing Planning Marketing 171

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 232

Planning Investments Economics 232

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

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

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 252

Planning 252

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

CFO Dive

NOVEMBER 8, 2023

The disclosures came as the social networking app provider reported a third quarter net loss of $38 million, compared with $35 million in the year-ago period.

Planning 284

Planning CFO 284

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 235

Planning Finance 235

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 83

Planning Concentration Strategic Planning CFO 83

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 93

Planning Numbers 93

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.

Planning 99

Planning Auditing Accounting 99

CFO Dive

MARCH 21, 2024

As price pressures fall, pay increases will help employees recover from the highest inflation in four decades, Payscale said.

Planning 294

Planning 294

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 91

Planning Accounting 91

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 88

Planning Communication Technology 88

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 News

JANUARY 10, 2024

Global business leaders hailed Prime Minister Narendra Modi's vision of a developed India as they unveiled their investment plans for the country at the 10th edition of Vibrant Gujarat Global Summit 2024 which was inaugurated by the PM on Wednesday.

Investments 145

Investments Planning 145

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 97

Planning Investments Accounting 97

Private Funds CFO

MARCH 23, 2022

PE groups push through 100-day plans, relying heavily on portco CFOs.

Planning 130

Planning 130

CFO Dive

AUGUST 1, 2023

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

Banking 244

Banking Planning Economics 244