Spendesk CFO to prioritize hiring
CFO Dive
SEPTEMBER 13, 2022
Spend management solutions provider Spendesk tapped Julien Lafouge, a BlaBla Car alum, as its group CFO as it consolidates its European expansion plans.
Plan in works to revamp goods and urban transport
CFO News
MAY 5, 2024
India is planning a comprehensive overhaul of its urban transportation system, aiming to merge metro and bus services while prioritizing the adoption of clean energy. The proposal also includes incentives to encourage environmentally friendly intra-city freight transport using small trucks.
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Prioritizing People in Manufacturing
VCFO
JUNE 19, 2023
Prioritizing People in Manufacturing – Why it Matters? Request a Free Consultation from a vcfo expert who can help you develop a plan to set the stage for long-term employee engaged success. The post Prioritizing People in Manufacturing appeared first on vcfo.
Implementation Questions To Properly Prioritize And Address To-Dos For Consistent Follow-Through
Nerd's Eye View
DECEMBER 20, 2023
After a financial advisor and their client have agreed on a financial plan, there are usually a lot of good feelings going around. The causes of the client's worries have been identified, there's agreement on the steps that will get the client to where they want to be, and all that's left is to take action to implement the plan.
Navigating Financial Storms: Strategies for Building Resilient Balance Sheets
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth. June 15th, 2023 at 9:30am PST, 12:30pm EST, 5:30pm GMT
Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage
CFO Leadership
MAY 31, 2023
Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.
Difference between Sales Planning and Revenue Planning
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?
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#253 – Prioritizing Payment Principles: A Dialog on Virtual Card in Context (Mastercard & Corpay)
Strategic Treasurer
MAY 15, 2023
Episode 253 Prioritizing Payment Principles: A Dialog on Virtual Card in Context What point of emphasis for payments should a corporate payment professional focus on in 2023? Read the report today with the button below!
What is an Enterprise Resource Planning (ERP) System?
Navigator SAP
JANUARY 26, 2022
Daily business decisions can be as low-stakes as prioritizing your email inbox or as momentous as deciding on a strategic acquisition. But in many cases, ask the average start-up entrepreneur, “What is an enterprise resource planning system?” This is where users of ERP systems know ERP can be an incredible asset in achieving success.
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Using Reflection Questions To Help Prospects Find Clarity And Focus On A Shared Planning Vision
Nerd's Eye View
FEBRUARY 28, 2024
Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals.
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Strategic Planning & Operations
Boston Startup CFO
APRIL 12, 2024
We will evaluate the cost implications, revenue projections, and profitability potential of your product offerings, enabling you to make informed decisions, prioritize investments, and align your roadmap with your financial objectives, ultimately leading to a more successful and financially sustainable product strategy.
Telcos prioritize B2B sales planning for 5G rollout
Anaplan
JUNE 3, 2021
But expanding their B2B market presence will require intelligent sales planning. Telcos look forward to offering profitable new services in the 5G rollout.
Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency
Strategic Treasurer
MAY 12, 2022
Survey Shows Non-Bank Financial Institutions Prioritizing Security, Compliance, Efficiency. The survey’s questions probed NBFIs on their plans, activities, and priorities and gathered details ranging from account use to AI/ML adoption and collateral management. The findings explore what this under-examined vertical prioritizes.
Strategic Planning for Business Owners: Staffing During Exponential Growth
CFO Simplified
OCTOBER 30, 2022
How are you planning on staffing for this as you move forward and continue to experience high levels of growth? Consider: That strategic plan for how you’re going to conduct staffing is critical to your success. Don’t Wait Too Long to Prioritize Staffing. Strategic Planning During Exponential Growth.
Historic job growth in 2022 reflects strong but uneven economic recovery: State and local lawmakers should prioritize rebuilding the public sector in 2023
CFO News Room
JANUARY 26, 2023
State and local lawmakers should prioritize investing their remaining ARPA funds in restoring critical public-sector jobs and bolstering the public services that are essential for communities to thrive. Alabama 2.7% 4.8% -0.5% Alaska 2.2% Arizona 3.1% Arkansas 1.4% -2.3% California 3.6% Colorado 3.7% Connecticut 2.0% Delaware 1.8% -1.0%
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Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage
CFO Leadership
MAY 31, 2023
Survey: Executives Optimistic Despite Financial Disruption, Prioritizing Technology Adoption to Combat Talent Shortage As we near the halfway mark of 2023, the overwhelming theme throughout the year has been uncertainty. Economists continue to speculate on the possibility and severity of a recession.
Contingency Planning: The Role of a CFO
CFO Simplified
MARCH 27, 2022
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? What is Contingency Planning? Prioritize the People.
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When Is It OK to Prioritize Business Growth Over Business Debt?
Planful
APRIL 16, 2021
The post When Is It OK to Prioritize Business Growth Over Business Debt? appeared first on Planful. It’s not uncommon for high-growth companies to use debt financing to achieve positive cash-flow status and fund business expansion. In 2019, global corporate debt held by non-financial corporations […].
Pros and Cons of Business Continuity Planning
Spreadym
JULY 6, 2023
Before moving on to consider what the pros and cons of Business Continuity Planning are, let's learn what it is. Business Continuity Planning is a proactive approach taken by organizations to ensure their essential functions and operations can continue or be quickly restored in the event of a disruption or disaster.
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24: Staying Small While Growing Big – A Planning Aces Episode
CFO Thought Leader
JUNE 30, 2023
technologies and the planning process. Planning Ace Michael Bannon emphasized the need for sharing information across the organization, ensuring alignment and effective decision-making. Meanwhile, the cohosts discuss some of the fast moving developments when it comes A.I
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Financial Planning for Efficient Financial Management
Spreadym
NOVEMBER 3, 2023
Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.
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Driver-based planning: the best of basics
Spreadym
JUNE 15, 2023
Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.
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How to Get Started With Financial Scenario Planning
Centage
MARCH 15, 2022
Designed to help businesses prepare for the unknown, financial scenario planning is a strategic tool for flexible long-term decision-making. With financial scenario planning, companies seek to avoid overpredicting and underpredicting their future by separating content into two categories: things that are certain and things that are unknown.
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Generative AI a ‘game-changer’ but businesses are worried about the ethics
CFO Dive
MARCH 6, 2023
Most executives plan to prioritize generative AI over the next year and a half, Salesforce research shows.
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Do You Decide to Plan or Plan to Fail?
CFO Simplified
DECEMBER 10, 2021
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. Planning over the past couple of years has been challenging at the very least. appeared first on CFO Simplified.
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Features of Headcount Planning
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.
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5 financial planning software capabilities that drive business value
Jedox Finance
JANUARY 13, 2023
Why is it so difficult to build an operational plan that not only keeps pace with changing priorities but also adds meaningful business value? The answer is simple: most organizations use financial planning solutions that lack the adaptability, integration, and simplicity that high-performing teams need to collaborate effectively.
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Planful vs. Datarails
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.
How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions
Nerd's Eye View
AUGUST 10, 2022
When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. And using this perspective, advisors can add value for clients by helping them prioritize their goals and explore whether their current behaviors match their desired outcomes.
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Succession Planning Creates Transition Success
CFO Simplified
APRIL 19, 2023
In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Typically, executives and business owners do not plan their exit strategy.
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BoA Expands Into Digital Financial Planning For Consumers
PYMNTS
OCTOBER 5, 2020
Bank of America has launched its Life Plan program, which it says will aid customers in better financial planning, according to a press release. Life Plan can be accessed through the Bank of America mobile app and website.
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2023 and Beyond: Budgeting & Planning with QuickBooks Online Advanced to Manage Through Constant Change
Centage
DECEMBER 7, 2022
The Planning Maestro App for QuickBooks Online Advanced provides a two-way sync of financial data between QuickBooks Online Advanced and Planning Maestro, resulting in improved efficiency, fewer manual processes, and greater confidence in data quality and integrity. Key Priorities & Requirements for Finance in 2023.
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What-if analysis or why is it important for good financial planning software?
Spreadym
MAY 10, 2023
What-if analysis is a technique used in financial planning and decision-making business software to assess the potential outcomes of different scenarios or changes in variables. The best option in this case is if your planning software allows to collect and analyses information from different sources in real time.
Milestones in strategic planning for business
Spreadym
MAY 31, 2023
Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.
Unleashing the Potential of Forecasting, Planning, and Analytics for a Successful 2024
E78 Partners
JULY 19, 2023
As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). This entails developing a well-crafted plan and budget for 2024, which serves as a critical foundation for success.
Ep 32: Operating IN and ON the Business
CFO Thought Leader
FEBRUARY 24, 2024
Planning Aces co-hosts Brett Knowles and Jack Sweeney discuss the strategic efforts of two CFOs leading organizational turnarounds, and a third CFO, who offers key organizational insights from an earlier career chapter.
RBI is more proactive, acting ahead of time; we have to be in step with regulation: Shanti Ekambaram
CFO News
MARCH 7, 2024
Shanti Ekambaram of Kotak Mahindra Bank emphasizes the importance of financial independence, literacy, and planning for women. They prioritize inclusivity, diversity, and women's empowerment through supportive policies and initiatives.
White House And FCC Prioritize 5G, Will Spend $20B On Rural Broadband
PYMNTS
APRIL 12, 2019
The White House and the Federal Communications Commission (FCC) have announced they will prioritize 5G to make sure America is at the forefront of pushing out the new technology. Also, they announced a plan to spend $20.4 billion to bring broadband to rural communities.
When Is It OK to Prioritize Business Growth Over Business Debt?
Planful
APRIL 16, 2021
While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Planful’s Total Economic Impact study showed that the benefits of cloud-based services extend to financial planning and analysis (FP&A).
#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Nerd's Eye View
JULY 26, 2022
Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.
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What is Financial Planning and Analysis (FP&A)?
Spreadym
JUNE 27, 2023
What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?
Top 10 CFO Priorities for 2024
The Finance Weekly
DECEMBER 5, 2023
As 2024 approaches, CFOs need to assess their 2023 achievements and plan for the coming year. Exploring the Key Priorities for CFOs in 2024 Global political instability, encompassing war, superpower tensions, and internal turmoil, adds complexity to planning for 2024. Prioritize freeing up cash to repay loans. Following 1.5
How to Use a Headcount Planning Model to Determine Your Next Office Location
Onplan
JANUARY 12, 2022
To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. We used our free headcount planning template to run the numbers. Book a Demo.
#FA Success Ep 368: Getting Real Social Media Marketing Results By Focusing On Your (Ideal) Client’s Desire To Learn, With Thomas Kopelman
Nerd's Eye View
JANUARY 16, 2024
Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households. My guest on today's podcast is Thomas Kopelman.
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