Let’s Perfect Your Integrated Planning

Generation CFO

To successfully move from outdated spreadsheet workflows to using integrated financial planning, there are important things you need to consider. In this three part editorial series, we will discuss how the Office of Finance can embark on the path to successful integrated planning.

From Financial Plan Software To One-Page Financial Planning

CFO News Room

Many financial advisors have traditionally aimed to present the financial plan as a thick, bound, all-encompassing document to be used as a tool to help clients achieve their financial goals. A full, traditional financial plan can be long and time-consuming to create. Executive Summary.

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Do Free Financial Plans Reduce The Value Of Ongoing Advice?

CFO News Room

But offering free financial plans remains controversial in the financial advisory community. A research study conducted by Kitces.com Lead Researcher Derek Tharp suggests that offering an initial financial plan for free doesn’t reduce the value of the plan in consumers’ minds.

100 day plans

Private Funds CFO

PE groups push through 100-day plans, relying heavily on portco CFOs. News & Analysis daily

Cyber Security, Change Management and Enterprise Risk Management: Scaling Operations for Growth

Speaker: William Hord, Vice President of Risk Management and Compliance

Join us as we discuss the various tangents of data and the change management process that will help you make better risk-based business decisions to save time and money for your organization.

Demand Planning vs. Supply Planning

Navigator SAP

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.

Decoding Prospects’ Previous Financial Planning Experiences

CFO News Room

This versatile question, along with relevant follow-up questions based on the prospect’s answer, can help advisors understand not only what the prospect really wants, but also how much financial planning education the advisor will need to provide to help the prospect identify and attain their goals.

Inside Subway’s Turnaround Plan – WSJ

CFO News Room

Subway, which has the most locations of any restaurant chain in the U.S., is pursuing a new way to try to boost domestic sales: better bread, not new shops. Subway’s food operations slipped during the company’s relentless U.S.

SIMPLE 401(k) Plan Definition

CFO News Room

What Is a SIMPLE 401(k) Plan? The SIMPLE 401(k) works just like a regular 401(k) plan , combining it with the simplicity of a SIMPLE IRA with a few minor changes. This kind of plan combines the features of traditional 401(k)s with the simplicity of SIMPLE IRAs.

How to Plan for Part-Time Retirement

CFO News Room

Committing to a part-time retirement plan can affect your pay, job responsibilities and benefits. Phased retirement arrangements might be a good fit for older employees who want to scale back on work but aren’t yet ready to leave for good. .

Biden Has No Plan to Fight Inflation

CFO News Room

I trust your recent op-ed on your inflation plan is the first of many contributions to the paper. Welcome to the Journal’s pages, Mr. President. I admit to being envious: You were given 1,122 words to tell your story. We lesser lights get fewer than 820. Let me begin with common ground. You started your piece by admitting that “Americans are anxious” about the economy. I agree. So does most everyone else.

4 Reasons Why Enterprise Resource Planning is Critically Important

Navigator SAP

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.

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Elon Musk Says Tesla Plans to Cut 10% of Salaried Staff

CFO News Room

plans to cut 10% of its salaried workforce amid concerns about the global economy and following a hiring spree that has seen the company’s head count swell 45% in one year alone. Tesla Inc.

Tech Billionaire Brings Down Breakup Plan by Australia’s Biggest Polluter

CFO News Room

SYDNEY—A tech billionaire brought down plans by Australia’s biggest polluter to spin off its coal-fired power plants into a new company, handing a big win to environmental activists who want a faster shift toward cleaner energy.

SIMPLE 401(k) Plan Definition

CFO News Room

What Is a SIMPLE 401(k) Plan? The SIMPLE 401(k) works just like a regular 401(k) plan , combining it with the simplicity of a SIMPLE IRA with a few minor changes. This kind of plan combines the features of traditional 401(k)s with the simplicity of SIMPLE IRAs.

Toshiba’s New Breakup Plan Faces Lower Shareholder Hurdle

CFO News Room

s revised plan to break into two parts instead of three might not fully satisfy foreign shareholders who want more radical restructuring but it offers an easier path for the company to divide itself. TOKYO— Toshiba Corp.’s

Centre not to change borrowing plan for H2FY23

CFO News Room

The government is unlikely to tweak its market borrowing plan for FY23 when it finalises the quantum of borrowing for the first half of it at the end of this month, despite the concerns about the impact of elevated oil prices on Budget maths, a senior government official told FE.

Stocks of firms linked to divestment plan rise

CFO News Room

Regardless to the volatility in the markets, the state-run companies linked to the government’s divestment plan surged on Friday as a decisive verdict for the ruling BJP in Assembly polls cheered investors. Markets News divestment plan divestment policy government divestment plan

Elon Musk Plans to Rely More Heavily on Equity for Twitter Deal

CFO News Room

Mr. Musk’s funding plan now includes $33.5 The billionaire Tesla chief executive no longer plans to rely on a margin loan backed by shares of his electric-vehicle company, which are down by about a third since Twitter accepted his bid in late April.

Telcos get 60 days to implement directive on monthly pre-paid plans

CFO News Room

Mobile operators like Bharti Airtel and Vodafone Idea have got another 60 days to implement a regulatory directive on offering monthly renewal pre-paid plans, with the Telecom Regulatory Authority of India (Trai) on Thursday issuing an amended telecom tariff order to this effect.

Twitter Adopts Shareholder Rights Plan

CFO News Room

TWTR ) announced, on April 15, 2022, a limited duration shareholder rights plan in response to the unsolicited acquisition bid from Elon Musk , CEO of Tesla, Inc. Often called a “ poison pill ,” announcing such a plan is a common tactic used to thwart a hostile takeover.

Contingency Planning: The Role of a CFO

CFO Simplified

This, however, does not necessarily mean that strategic planning is off the table. A proactive way for business owners to mitigate their risk is through contingency planning. So, what is contingency planning, and what is a CFO’s role in creating this strategy?

CFO 82

Are 457 Plan Withdrawals Taxable?

CFO News Room

All contributions to 457 plans grow tax-deferred until retirement when they are either rolled over or withdrawn. Similar to 401(k)s and 403(b)s, all contributions into 457 plans grow tax-free, but early withdrawals are not penalized. 457 Plans.

CFOs call continuous planning key as Ukraine, inflation stir volatility

CFO Dive

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

CFOs should use AI to navigate 'dark horizons' in scenario planning: Gartner

CFO Dive

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

Reverse Mortgages and Estate Planning

CFO News Room

Here is what you need to know about reverse mortgages and estate planning. Your home may be your most valuable asset and represent the largest portion of your estate.

Social-Media Regulations Expand Globally as Elon Musk Plans Twitter Takeover

CFO News Room

Countries are taking more steps to compel social-media platforms to shield users from material they deem harmful through standards that could affect Twitter as Elon Musk prepares to buy the company. Regulators from Australia to the European Union, India, Canada and the U.K.

Elon Musk Plans to Take Twitter Public a Few Years After Buyout

CFO News Room

Mr. Musk said he plans to stage an initial public offering of Twitter in as little as three years of buying it, according to people familiar with the matter.

Do You Decide to Plan or Plan to Fail?

CFO Simplified

Those not wanting to sound clichéd change the way they state it, but the overarching message is that if there is no plan, there is no goal to meet, so it’s unlikely that you or your team know if the goal was reached. The post Do You Decide to Plan or Plan to Fail?

6 Estate Planning Must-Haves

CFO News Room

Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A will is part of an estate plan.

What is scenario planning?

Anaplan

Chart a course through uncertainty with an effective scenario planning process. All Posts scenario planning process what is scenario planning

Make HR your BFF for Financial Workforce Planning

Generation CFO

I recently spent a very enjoyable hour discussing financial workforce planning with Mark White of MHR. The development of financial workforce planning. We have certainly seen a sea-change in financial workforce planning over recent years.

Is Your Defined-Benefit Pension Plan Safe?

CFO News Room

Defined-benefit (DB) pension plans were the cornerstone of employer-provided retirement benefits for many years. These plans are often referred to as pensions or traditional pensions. Until the 1980s, defined-benefit (DB) pension plans were the dominant vehicle through which U.S.

U.S. Block-Trading Investigation Hits Morgan Stanley’s Plans to Expand in China

CFO News Room

investigation into block trading by Wall Street firms has ricocheted to China, potentially slowing Morgan Stanley ’s plans to expand its control of its brokerage and fund management businesses. A U.S.

DOL cautions plan fiduciaries

Private Funds CFO

Caveat venditor, the Department of Labor warns. News & Analysis daily