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.

Planning 52

Planning Prioritization Concentration Compliance 52

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. Who is responsible for succession planning?

Planning 52

Planning Leadership Communication Nonprofit 52

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 Budgeting 52

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?

Financial Planning and Analysis (FP&A) 52

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

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. Prioritizing Tasks and Responsibilities In the face of the CFO role’s expansion, effective task prioritization becomes paramount.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

E78 Partners

NOVEMBER 16, 2023

AI is advancing as a major driving force in the private equity and mid-market landscape, from being prioritized as a top tech investment to significantly impacting revenue growth and talent acquisition strategies.

Marketing 52

Marketing Reconciliations Prioritization Strategic Planning 52

Spreadym

AUGUST 2, 2023

The basics of the corporate budgeting Corporate budgeting is the process by which a company or organization plans and allocates its financial resources to achieve its strategic objectives. These goals may include revenue targets, cost reduction objectives, expansion plans, and profitability targets.

Budgeting 52

Budgeting Forecasting Prioritization Strategic Planning 52

CFO Leadership

JANUARY 25, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance Finance 52

CFO Leadership

JANUARY 5, 2024

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Profit and Loss Compliance CFO 52

The Charity CFO

JUNE 7, 2023

This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. Strategic Uses Financial Planning : Provides insights into the financial health of the organization. Capital Expenditure Planning : Assists in planning for capital expenditures and major investments.

Nonprofit 52

Nonprofit Accounts Payable Budgeting Strategic Planning 52

Planful

JULY 9, 2020

Planning and decision-making expert Howard Dresner, Chief Research Officer at Dresner Advisory Services recently released its “ 2020 Wisdom of Crowds Enterprise Performance Management Market Study ” report. You can also tune into my recent episode of our Being Planful podcast where I dive deeper with Howard himself.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Cash Flow Forecasting Budgeting 40

Fpanda Club

APRIL 18, 2022

SWOT SWOT stands for the analytical tool to uncover Strengths, Weaknesses, Opportunities and Threats and is frequently used in strategic planning exercises. By combining the results of the SWOT analysis FP&A teams can elaborate strategies and develop action plans to improve the FP&A function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

KG Virtual CFO

OCTOBER 12, 2020

Prioritize Paying Back Debts A number of coronavirus loan options were established to help out struggling small businesses during the coronavirus. To avoid being stuck in debt for many years to come, prioritize paying off your debt as soon as possible. Need a trusted advisor to review your financial plan? First Name.

Budgeting 52

Budgeting Cash Flow Forecasting Prioritization Forecasting 52

VCFO

MARCH 9, 2022

She efficiently handles multiple priorities, can quickly adapt to challenging and fast-paced work environments, and prioritizes building relationships within an organization. In addition, she has also managed and administered a benefits plan with a spend of $155 million and is a subject matter expert in retirement and pension compliance.

Problem Solving 52

Problem Solving Prioritization CFO Compliance 52

VCFO

JUNE 29, 2023

A fractional CFO comes with extensive finance leadership experience that enables them step in and prioritize triage to close gaps and bring stability when a full-time CFO isn’t in place. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 69

Nonprofit Finance CFO Compliance 69

Centage

JULY 12, 2022

Kate Drenckhahn is Centage’s Senior Product Manager focused on the strategic planning and execution of new and existing Planning Maestro functionality. This facilitates prioritizing customer requests along with product advancements which in my past experience, has always been a bit of a chess match.

Compliance 52

Compliance Budgeting Prioritization Data Analysis 52

CFO Thought Leader

APRIL 17, 2023

Halpin: The one that sticks with me was in 2017, they asked me to become Chief Strategy Officer and build a long term strategic plan at the NFL. To that point, the only strategic marker that was publicly out there was the revenue goal of 25 billion that had by 2027. That had been put out in 2010.

Strategic Planning 52

Strategic Planning CFO Planning Prioritization 52

The Charity CFO

NOVEMBER 17, 2022

Financial planning and budgeting are vital for the success and sustainability of any nonprofit organization. . A well-crafted budget can be a powerful tool for decision-making, helping you to prioritize spending in line with your strategic goals. A static budget is a detailed plan that uses predicted amounts for a given period.

Nonprofit 52

Nonprofit Budgeting CFO Forecasting 52

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. Categorize and prioritize your expenses to identify essential versus discretionary spending. The list of tools that the platform supports is quite broad and it covers operational and strategic planning, budgeting, forecasting, scenario modelling.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

Spreadym

JULY 3, 2023

Scenario planning is a strategic management tool used to explore and prepare for the future by developing and analyzing multiple plausible future scenarios. Scenario planning helps you address this uncertainty by considering multiple scenarios with different assumptions and outcomes.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And so we always have to make sure we have the team, the plan and the capabilities to do just that. We made the choice of, you know, we’re going to eliminate that legacy. So we’ve rebuilt.

Leadership 106

Leadership Investments Profit and Loss Technology 106

Jedox Finance

NOVEMBER 18, 2021

We will also show you the associated analyses and the step-by-step development to a maximum value-oriented Sales and Operations Planning in Stage 5 of maturity. Do you still work with spreadsheet programs such as Excel in S&OP planning, analysis, and reporting? Stage 2 – operational sales planning. Stage 1 – no shared goals.

Forecasting 52

Forecasting Sales Planning Communication 52

The Charity CFO

JANUARY 12, 2022

Are you a nonprofit leader struggling with how prioritize revenue to avoid the trap of money becoming the mission? Bill is the founder of FiveTwo Network and focuses on helping entrepreneurs grow their mission and build better programs by prioritizing revenue generation. How do you grow your mission without chasing the money?

Nonprofit 52

Nonprofit Prioritization Communication Accounting 52