Embark With Us

FEBRUARY 17, 2022

When a transaction is on the horizon, you have to be on your A-game. No matter if it's a merger, acquisition, or straightforward investment, it's time to put your best foot forward, shine your company's metaphorical shoes, and give that external party an accurate but compelling reason to proceed with the transaction.

Investments 98

Investments 98

Embark With Us

MARCH 21, 2022

Surprises don't mix well with accounting and reporting, not even of the good variety. Instead, CFOs crave predictability and reliability, knowing what's coming down the pike, and always being on top of the guidance.

Accounting 59

Accounting 59

Embark With Us

JUNE 21, 2022

Being the new kid in class is rarely a pleasant experience. You’re a stranger in a strange land, tasked with learning a lengthy list of written and unwritten rules, making friends, and quickly trying to fit in before the other kids label you a weirdo.

Leadership 40

Leadership Accounting Finance 40

Cube Software

NOVEMBER 15, 2021

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52

52

Cube Software

OCTOBER 21, 2022

Building a company calls for more than an idea and a dream. It requires a plan.

Forecasting 52

Forecasting Planning 52

Future CFO

MARCH 4, 2024

By applying a combination of native cloud technology, a vast library of pre-configured leading-practices templates, and a highly optimized delivery model, BlackLine MAP can drastically reduce implementation time and accelerate time-to-value.

Accounting 52

Accounting Invoicing Technology Marketing 52

E78 Partners

OCTOBER 12, 2023

Attendees of this webinar gained valuable insights and practical tools, including: A strategic framework for facilitating the offsite planning meeting A template for crafting a strategic charter, acting as the output from the strategy offsite A decision tree to guide your choice between using Excel or investing in an Enterprise Performance Management (..)

Budgeting 59

Budgeting Planning Leverage Investments 59

Spreadym

MARCH 6, 2023

Nevertheless, for the initial collection of information, many companies continue to use Excel templates, which contain the necessary detail, as well as key parameters for filling in. For instance, users do not have to wait for a long series of approvals to introduce changes to the template, they can simply add a new column or row.

Budgeting 52

Budgeting Financial Analysis Auditing Planning 52

Nerd's Eye View

AUGUST 30, 2023

Since many advisors and firms lack the legal expertise or resources to hire a lawyer to craft a custom agreement for each advisor, we are introducing the Advisor/Client Relationship Equitable Split (ACRES) Agreement to the advisor community as a foundational template advisory firms can use and/or modify to their specifications. Read More.

Communication 81

Communication Leverage Planning Investments 81

Nerd's Eye View

OCTOBER 10, 2023

And be certain to listen to the end, where Grier shares the challenges she went through in the hiring (and then firing) of her own first full-time employee (and then setting up a sustainable system with contractors that better meshed with the ebb and flow of her contract work), how Grier discovered that the biggest challenge for advisor transitions (..)

Communication 71

Communication Numbers Marketing Planning 71

Spreadym

DECEMBER 1, 2023

Standardize Templates: Create standardized templates for budget proposals. Tips for CFO to accelerate annual budgeting process There are several ways to expedite the annual budgeting process: Automate Processes: Utilize budgeting software or tools that automate calculations and streamline data entry.

Budgeting 59

Budgeting Prioritization Communication CFO 59

PYMNTS

MARCH 9, 2018

China may not take a page, or several, from the U.K. when it comes to financial regulation. As reported by Caixin Global , the People’s Bank of China will “take the lead” in coordinating regulation, a strategy that was telegraphed in remarks on Friday (March 9) from bank governor Zhou Xiaochuan.

Banking 40

Banking Securities 40

PYMNTS

MARCH 18, 2019

The Conference of State Bank Supervisors (CSBC) said last week that there should be a “floor” for data privacy and security regulations, a statement issued by the Senate Committee on Banking, Housing and Urban Affairs.

Securities 49

Securities Leadership Communication Banking 49

Spreadym

MAY 2, 2023

Everyone can imagine how much time it takes to develop Excel templates for planning and budgeting, how long it will be to coordinate the process with management, what period of time it takes for branches to fill in the Excel templates with their forecasts.

Budgeting 52

Budgeting Financial Analysis Forecasting Planning 52

The Finance Weekly

DECEMBER 12, 2021

Bernard Marr has a handy , template for identifying data use cases on his website. Once again, Bernard Marr has an easy-to-use , data strategy template with all of these components. You may notice that the template highlights cross-cutting concerns/challenges that apply to all use cases.

Concentration 90

Concentration Technology Investments Finance 90

CFO News Room

JANUARY 26, 2023

through automated processes and templates to respond to such opportunities). And by defining – and honoring! – the firm’s constraints, the process of intentionally declining these opportunities can become easier and more efficient (e.g.,

Communication 130

Communication Planning 130

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. Base case: Headcount plannning template for hiring at headquarters. Alternate scenario: Headcount planning template for hiring in a new office location. To do your own calculations, download our free master template by clicking here. Book a Demo.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

Spreadym

JUNE 13, 2023

Industry Standards: Many industries have established standardized chart of accounts templates that businesses can adopt. These templates are designed specifically for that industry and include commonly used accounts and categories. Here are a few common approaches.

Accounting 52

Accounting Financial Analysis Compliance Benchmarking 52

Lime Light

OCTOBER 20, 2022

Here are a few common issues: Versioning issues : “Opex Budget Template Version 7 final”. With this, teams deal with a multitude of emerging pain points, with little time to analyze data, reforecast, and understand the story behind their numbers. Does that sound familiar?

Budgeting 52

Budgeting Analyzing Data Auditing Financial Data 52

Nerd's Eye View

JULY 11, 2023

In this episode, we talk in-depth about why Thor was inspired to create a rotating advisor structure because he found that in other professional services like medical teams that implement a similar structure, advisors shared details and in-depth knowledge of each of the firm’s clients, which creates a team environment where the client benefits (..)

Education 65

Education 65

Nerd's Eye View

JANUARY 16, 2024

We also talk about Thomas' growth in leads led him to create an increasingly stringent filtering process to ensure he only spends time with the most qualified prospects, and minimize discovery calls that would otherwise turn out to be a bad fit, how Thomas' planning process builds up to what can be a 20 to 40 itemized list of recommendations but uses (..)

Prioritization 84

Prioritization Marketing Planning Education 84

Future CFO

OCTOBER 20, 2023

Responsible AI offers frameworks, templates and code-based assets for your AI usage and data governance to be ethical, secure, compliant and robust. To use AI and generative AI to deliver near-term outcomes, transformative innovation and increased trust is not an easy task. Implement responsible AI to build trust.

Invoicing 52

Invoicing Finance Securities Technology 52

Navigator SAP

JULY 1, 2022

NetSuite addresses the configuration issue by employing a template that isn’t flexible at handling the complexities of customization. Your ERP software needs to be configured for those needs so that it can become the cornerstone it is meant to be. This just adds extra time and cost to the configuration process.

SAP 203

SAP Accounts Payable Accounting Standards Sales 203

Cube Software

SEPTEMBER 22, 2023

Align your monthly timeline, outline key financial activities, and build a template you can repurpose ( like this one ). To create an effective calendar, be sure to: Assess and align. Identify stakeholders, define financial goals, and determine key metrics. Design and structure. Tailor sections (budgeting, forecasting, etc.)

Budgeting 52

Budgeting Finance CFO Planning 52

Onplan

DECEMBER 28, 2021

In this post, we’ll walk you step-by-step through how to think about this, and use our free headcount planning template to run the numbers for a fictional company, NoMoreOffice Inc. Base case: Workforce planning template for keeping the office open. Alternate scenario: Workforce planning template for moving to a remote-first workforce.

Planning 98

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

CFO News Room

NOVEMBER 30, 2022

Here’s some advice on what to say — and not to say — in your message, along with sample email templates. Sample Thank You Email Templates. Should you send an email to every person you interviewed with? And what’s really the best way to follow up ? Let’s start with what to write in your note. How to Write a Thank You Email.

Investments 100

Investments Communication Planning 100

Future CFO

SEPTEMBER 29, 2023

Avantra 24 users will receive alerts on relevant add ins and can download templates directly into their systems, reducing time to value and delivering the benefit of the add ins more quickly.

SAP 52

SAP Securities Technology 52

Future CFO

MAY 5, 2020

According to the software firm, BlackLine Remote Audit is a repeatable, packaged process complete with knowledge and practices needed around conducting an audit remotely including templated PBC (Prepared By Client) lists; close, certification and IT checklists; task tracking; ready-to-go report templates; audit notes for internal and external auditors; (..)

Auditing 52

Auditing Finance Technology Numbers 52

Future CFO

OCTOBER 16, 2023

The technology could also be trained to create templates for comparisons to industry standards and leading practices. Generative AI’s reporting capabilities should prove invaluable in this new era of heightened cyber transparency.

Securities 52

Securities Auditing Compliance Technology 52

PYMNTS

JANUARY 30, 2020

Over is GoDaddy’s answer, presenting users with an array of templates and layouts to boost compelling content. “We started noticing users really had trouble creating great content as they go to those platforms. They didn’t know what to post or how to make that post really sing.”.

Startups 64

Startups Leadership Mergers and Acquisitions (M&A) Marketing 64

PYMNTS

FEBRUARY 12, 2020

Businesses that use Biller Genie can now collect payments with new templates for invoices, send invoices through traditional mail and set up payment plans, as well as use Apple Pay. Biller Genie’s invoice templates are customizable and can use subscriber’s own logos and colors.

Invoicing 60

Invoicing Accounting Planning Technology 60

Onplan

JANUARY 12, 2022

We used our free headcount planning template to run the numbers. Base case: Headcount plannning template for hiring at headquarters. Alternate scenario: Headcount planning template for hiring in a new office location. To do your own calculations, download our free master template by clicking here. Book a Demo.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

MARCH 25, 2024

While a great deal of work is involved in the logistical planning of organizing a retreat (e.g.,

Construction 87

Construction Planning Practice Management 87

Bramasol

JANUARY 2, 2024

It provides a framework for project management and includes detailed guides, templates, and best practices for managing the entire project, including the change management aspect. These packages include change impact assessments, communication templates, and user adoption strategies tailored to your organization's needs.

SAP 52

SAP Communication Planning Technology 52

The Charity CFO

JANUARY 5, 2022

Here’s an example of a functional expense report for the fictional after-school organization we created above: Create your own with our Statement of Functional Expenses Template. If you’d like to take a shot at it, click here get our FREE STATEMENT OF FUNCTIONAL EXPENSES TEMPLATE.

Nonprofit 96

Nonprofit Auditing GAAP CFO 96

CFO News Room

FEBRUARY 6, 2022

While Budget 2022-23 reinforces the Union government’s commitment to infrastructure development, timely implementation of the aforementioned measures would be critical for putting a robust extra budgetary financial eco-system in place.

Budgeting 130

Budgeting Leverage Transportation Finance 130

Nerd's Eye View

JULY 24, 2023

a planning template designed by an outsider but tailored to the needs of a firm’s clients could be more useful than one designed by another planner for a different type of client).

Practice Management 90

Practice Management Planning Financial Data 90