Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Technology 84

Technology Planning Entertainment Leverage 84

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 80

Planning Technology Leverage Investments 80

Spreadym

MARCH 12, 2023

Categorization is important because it helps company define items for planning and budgeting more easily. Most of companies for their strategic planning or long-term budgeting don’t need very detailed structure of the assortment of goods. It’s rather then enough to aggregate it on more general level.

Budgeting 52

Budgeting Technology Planning Strategic Planning 52

CFO News Room

DECEMBER 16, 2022

Maxar Technologies – Shares of the satellite owner and operator surged 122% following news that private equity firm Advent International will acquire the company and take it private in a deal valued at $6.4 Adobe maintained its forecast for the new fiscal year, while announcing a plan to buy hot startup Figma in the quarter.

Technology 130

Technology Auditing Advertising Forecasting 130

Future CFO

SEPTEMBER 9, 2022

Technology adoption in FP&A is set to accelerate, driven by macroeconomic uncertainty and ongoing disruptions, said Gartner recently. Six core recommendations Gartner has the following six core recommendations for finance functions to make the best of technology adoption in FP&A in 2022. appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Technology Forecasting Budgeting 97

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 81

Planning Communication Technology 81

CFO News Room

NOVEMBER 7, 2022

From AI recruiting tools to industrial automation and robotic assistants, new digital technologies are transforming the modern workplace. But a growing body of research has begun to explore the nuanced ways in which technology is influencing the workplace and the workforce, shedding light on both its many benefits and substantial risks.

Technology 100

Technology Education Economics Investments 100

CFO News Room

DECEMBER 3, 2022

has accelerated plans to shift some of its production outside China, long the dominant country in the supply chain that built the world’s most valuable company, say people involved in the discussions. In recent weeks, Apple Inc. Turmoil at a place called iPhone City helped propel Apple’s shift.

Planning 100

Planning Technology Marketing Transportation 100

Future CFO

JULY 30, 2020

In volatile business environments, annual plans are very quickly overtaken by reality. Traditional financial planning is thus increasingly losing its relevance. Traditional financial planning is no longer sufficient on its own. Companies invest a lot of time and resources in their business planning.

Technology 40

Technology Planning Budgeting Forecasting 40

Spreadym

MARCH 15, 2023

Corporate data processing refers to the use of technology to collect, store, manipulate, and analyze large amounts of business data in a corporate setting. There are many different technologies available for databases, each with its own strengths and weaknesses. Read here about flexible security configurations.

Technology 52

Technology SAP Budgeting Data Analysis 52

CFO News

APRIL 17, 2024

Plans are also being considered to introduce new-age technologies beyond electric vehicles, batteries, and automobile manufacturing. The current scheme primarily supports electrical component and automobile manufacturing, but the government is now considering extending support to other sectors.

Planning 52

Planning Pharmaceutical Manufacturing Technology 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.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Planning Forecasting 98

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 81

Planning Communication Technology Financial Data 81

CFO Dive

SEPTEMBER 1, 2022

More than half of the C-suite executives surveyed said they’re not using their tax data to scenario-plan around policy changes or identify tax credits, a KPMG report found.

Technology 130

Technology Planning 130

Nerd's Eye View

MARCH 13, 2023

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.) Which is usually one from a list of just 3 leading providers in any particular category.

Technology 70

Technology Compliance Planning Economics 70

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible.

Technology 78

Technology Tax Planning Advertising Planning 78

E78 Partners

MARCH 2, 2024

I have been talking to many executives regarding their imperative initiatives for 2024 and resource planning. One of the common themes that emerged from these conversations was the need for simplification of their tech stack and reducing their technology spend. no surprises! Overall, low CSAT & NPS scoring.

Technology 52

Technology Invoicing Budgeting Education 52

Future CFO

AUGUST 31, 2022

When it comes to CFO technology priority, back-office automation is seen as the key to cost reduction in the face of ongoing inflation, said Gartner recently. Survey respondents also indicated their plans to increase investments in pricing optimisation analytics, with 32% of respondents prioritising this area among their top three priorities.

CFO 52

CFO Technology Accounts Payable Investments 52

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. Not that technology is seen as a panacea — talent is still a worry.

Prioritization 95

Prioritization Technology Leadership CFO 95

Future CFO

MARCH 8, 2023

Businesses deploy automation technologies to help drive their sustainability initiatives, said UiPath recently when releasing results of a survey. However, when it comes to operationalising sustainability initiatives, there are significant business and technology challenges that make progress difficult,” he noted.

Technology 52

Technology Planning 52

Centage

AUGUST 10, 2022

Better business planning. Keep reading to discover the best practices for better business planning during times of economic upheaval along with tips on how to prepare for a return to normalcy. If you wait until the recession is upon you to start planning, you may well end up taking steps that damage your business over the long term.

Planning 98

Planning Budgeting Economics Forecasting 98

CFO News

OCTOBER 27, 2023

Besides, a push from boards and investors amid a manifold increase in the complexity of risks facing any company is leading many - especially in sectors such as financial services and technology, and at large diversified conglomerates - to take succession planning to at least two levels below the CEO and CXOs.

Planning 52

Planning Technology 52

Spreadym

AUGUST 23, 2023

Workforce planning is the strategic process of identifying and aligning an organization's human resource needs with its overall business goals and objectives. What are the goals of workforce planning process? This might involve identifying skills gaps and developing plans to fill them.

Planning 52

Planning Leadership Compliance Analyzing Data 52

PYMNTS

APRIL 10, 2020

Amid increasing demand for contactless delivery, Starship Technologies has rolled out a robot food delivery offering in Tempe, Arizona. The firm has been increasing its commercial services, with a plan to expand to 100 colleges by late summer of next year, per reports.

Technology 106

Technology Planning Retail 106

PYMNTS

DECEMBER 15, 2020

GoDaddy plans to pay $320 million in cash at closing, along with $45 million in deferred cash payments subject to various performance and employment standards in the next three years, the release stated. He said a business could do both, and that they didn't have to be competitors.

Technology 135

Technology eCommerce Investments Marketing 135

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Technology 130

Technology Planning Investments Leverage 130

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.

Planning 98

Planning Forecasting Budgeting Prioritization 98

Centage

APRIL 28, 2022

Back in 2019, Centage made waves when it announced the availability of Planning Maestro , the first-ever FP&A platform designed specifically for the mid-size market. Up until the release of Planning Maestro, only enterprise-sized companies could afford the expense of automated and intelligent cloud-based FP&A technologies.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Finance Budgeting 98

Collectiv

FEBRUARY 13, 2023

A potential recession is looming , many teams are still adjusting to a post-pandemic environment and technology is expanding at a rapid pace. In particular, it’s difficult to balance technology and talent when planning for future growth. Why is Balancing Technology and Talent Important? What About Intelligent Technology?

Technology 52

Technology Investments Construction Budgeting 52

Collectiv

FEBRUARY 13, 2023

A potential recession is looming , many teams are still adjusting to a post-pandemic environment and technology is expanding at a rapid pace. In particular, it’s difficult to balance technology and talent when planning for future growth. Why is Balancing Technology and Talent Important? What About Intelligent Technology?

Technology 52

Technology Investments Construction Budgeting 52

Future CFO

MARCH 2, 2023

Autonomous technology in finance will impact FP&A and controllership in three ways, as acceptance of these technologies among finance leaders is more prevalent, said Gartner recently. “80% The post Autonomous technology in finance to impact FP&A, controllership in three ways appeared first on FutureCFO.

Financial Planning and Analysis (FP&A) 52

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

CFO Selections

FEBRUARY 13, 2023

As in any industry these days, technology utilization in nonprofit organizations is on the rise. Nonprofits are using technology to shape everything from how they communicate to how they fulfill their missions with greater efficiency and effectiveness than ever before.

Nonprofit 52

Nonprofit Technology Communication Finance 52

Future CFO

NOVEMBER 9, 2023

With the advancements in technology coming in left and right, cyber risks are constantly looming over the head of financial leaders. Aditya of Singapore-based technology company Xaltius shared in an interview with Philippine Daily Inquirer the ways a good cybersecurity plan can help financial leaders to save money and time.

Planning 52

Planning Securities Technology CFO 52

CFO News

JULY 13, 2023

Tata Technologies has offered to set up three common engineering facility centres (CBFCs) in Karnataka at an investment of Rs 2000 crore. The company representatives met industries minister MB Patil on Wednesday and submitted a formal proposal about their plans. The CBFCs will help MSME units, the minister said.

Technology 52

Technology Investments Planning 52

Future CFO

JUNE 2, 2022

Aiming to move closer to a data-centric enterprise, business leaders steps up technology investment drive, said EY recently when releasing results of a global survey. Business leaders report significant data and technology barriers to executing their transformation plans. Survey highlights. Survey highlights.

Technology 52

Technology Investments Planning Securities 52

CFO News

NOVEMBER 17, 2023

"We are still drawing up plans for a play in the sector. Technology is changing very fast but we are committed," said Goenka. Welspun has interests in textiles, line pipes, flooring solutions, warehousing, roads, and oil and gas, and is also expanding in these segments. "We

Planning 52

Planning Technology 52

https://trustedcfosolutions.com/feed/

FEBRUARY 23, 2022

This will allow your team to forecast future financials, ensure compliance, and provide good data for future planning and business strategy. . The post Growing Your Family Business Using Technology appeared first on. So how do you determine what financial or accounting tools will fit your company best?

Technology 70

Technology Compliance Forecasting CFO 70