CFO Thought Leader

MAY 13, 2023

GUEST: Grant Halloran, CEO, Planful Regarding Performance Being an Enabler Grant Halloran: Finance has often been seen as a gatekeeper or they have the keys to the kingdom. Concerning the Uncertain Economy Halloran: As it pertains to our software category, the uncertainty, it doesn’t really matter.

Planning 52

Planning CFO Finance Manufacturing 52

PYMNTS

SEPTEMBER 8, 2020

The financial services industry, like almost all industries, pivoted its workforce to remote working during the pandemic. This created unique challenges for its workforce, ranging from employee burnout to caring for children at home. We believe this is going to increase significantly moving forward,” said Luther. “We

Compliance 68

Compliance Finance Economics Numbers 68

Planful

APRIL 20, 2017

And getting CAPEX planning right can have a big impact on depreciation expenses and cash flow. Planning for these expense categories requires a great level of detailed and sensitive information. Yet many organizations rely on error-prone, unsecure spreadsheets, and email for handling these critical planning processes.

Planning 40

Planning Budgeting Forecasting Auditing 40

CFO News Room

NOVEMBER 9, 2022

Companies in water-stressed areas face increasing risk of regulatory restrictions on water use, or fully losing access. There’s no way to escape these global changes, but there are ways to understand and plan for them. Companies need a plan of action, and they need it now. Risks are appearing on multiple fronts.

Manufacturing 100

Manufacturing Concentration Nonprofit Planning 100

PYMNTS

JANUARY 30, 2020

An employee’s accidental use of her corporate card to pay for groceries isn’t a crime, but it does fall under the heading of “ friendly fraud ,” which creates friction for the accounting department. Not only is that error-prone, but it’s out of touch with a youthful workforce that has no use for ink-stained “olden banking.”.

Reconciliations 52

Reconciliations B2B Accounting Invoicing 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

PYMNTS

NOVEMBER 9, 2018

Other notable rounds included a $60 million investment in a logistics software firm, as well as several investments in the alternative small business (SMB) finance space. Fraugster plans to use the investment to focus on geographic expansion, with its sights set on the U.S., Based in Germany, Fraugster raised more than $13.9

Startups 63

Startups B2B Investments Finance 63

Future CFO

FEBRUARY 28, 2022

Pulkit Abrol (pictured), Director, ASEAN ANZ at ACCA shares how the tool works and how finance professionals in Asia Pacific can make the best use of it. Why should Asia Pacific finance professionals use it? It helps them review their current skills, identify gaps, and plan learning opportunities to evolve in their roles.

Finance 52

Finance Accounting Benchmarking Leverage 52

PYMNTS

JANUARY 4, 2017

The advent of the cloud has done wonders for the mobile workforce. The advent of the cloud has also done wonders for cyberthieves, with corporate data migrating and being duplicated into the cloud in order to support the mobile workforce’s access needs. A Mobile Workforce.

B2B 47

B2B Manufacturing Securities Communication 47

CFO Talks

MARCH 19, 2024

This list should encompass both quick wins, such as automating invoice processing to improve cash flow management, and long-term objectives, like integrating AI-driven analytics for more accurate financial forecasting and strategic planning. Investing Time and Resources Commitment is also measured in terms of resource allocation.

CFO 52

CFO Communication Finance Budgeting 52

Future CFO

AUGUST 3, 2020

By using software bots to mimic the actions of their human counterparts across business processes, it frees the workforce to focus on areas where only human decisions or interventions matter. After it became a pandemic and saw the global human workforce remote working under lockdown, RPA allowed companies to remain operational.

Manufacturing 40

Manufacturing Finance Investments Corporate Finance 40

PYMNTS

JULY 27, 2018

workforce now makes at least 40 percent of their income via gig work, according to the PYMNTS Gig Economy Index. However, as is the case for all digital retail and services, providing a “seamless experience” is key to a company like Wordapp, Arel said during the PYMNTS interview. Software guards against plagiarism.

Retail 51

Retail Numbers Planning Technology 51

Planful

JUNE 11, 2020

For the past few months, we’ve been closely monitoring the planning landscape and coming to some realizations. One of them is this: despite the time and resources that go into the planning process, financial plans and budgets — now more than ever — remain at risk of being outdated before they make it out the door.

Planning 40

Planning Cash Flow Forecasting Forecasting Finance 40

PYMNTS

AUGUST 11, 2020

9) that gave Apple shares a $515 price target and a “bull-case” scenario of $600. The company’s rise to potentially becoming history’s most valuable business traces back in 1997, when Apple had been forced to cut about a third of its workforce and was just 90 days away from being forced to declare bankruptcy. “It

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

Future CFO

JULY 13, 2020

Many of them had been slow to embrace digital technologies, but the last few months’ changes has been phenomenal – workforce management, smart campuses, and digital command centre. We use our products, EPM to do a lot of these scenario planning as well as revisiting our balance sheets as well as forecast on users and sources of cash.

Planning 52

Planning Finance Manufacturing Advertising 52

PYMNTS

MARCH 16, 2017

While Nest’s hardware, software and services have only been made officially available in eleven countries, with functionality in local languages, Alphabet reported Nest products are used currently in upwards of 190 countries worldwide.

Startups 40

Startups Leadership Marketing Investments 40

PYMNTS

OCTOBER 14, 2019

Unlike today’s ride-hailing platforms like Uber and Lyft, whose drivers are independent contractors and who use those platforms to earn money as a side gig when time permits, taxi drivers are self-employed small business owners driving taxis full-time. Many of these drivers use those ride-hailing platforms as side hustles.

Transportation 71

Transportation Healthcare Numbers Economics 71

Centage

JUNE 12, 2023

Multiple entities, products and projects, payroll variations for different groups and changing workforce needs to meet anticipated production requirements all add complexity. For manufacturing and distribution organizations, this can be especially challenging.

Financial Planning and Analysis (FP&A) 98

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

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. With providers of all shapes and sizes offering FP&A software, selecting the right platform for your specific needs can be difficult.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96

Jedox Finance

MAY 11, 2022

Plans, budgets, and forecasts built collaboratively across the enterprise were historically elusive for companies with various technologies and software assembled over years, if not decades. Real-world use case: Kvadrat , a global textile company improved strategic operational planning.

Financial Planning and Analysis (FP&A) 52

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

Onplan

DECEMBER 16, 2021

And as with any organization, it requires him to take headcount planning very seriously. Which departments need to be involved in headcount planning? Headcount planning: definition, who needs to be involved, benefits, and best practices. The benefits of headcount planning. What are my objectives for this year?

Planning 52

Planning Budgeting Forecasting GAAP 52

Onplan

DECEMBER 16, 2021

And as with any organization, it requires him to take headcount planning very seriously. Which departments need to be involved in headcount planning? Headcount planning: definition, who needs to be involved, benefits, and best practices. The benefits of headcount planning. What are my objectives for this year?

Planning 52

Planning Budgeting Forecasting GAAP 52

Future CFO

JUNE 1, 2022

Rigid data silos have been replaced with more fluid methods of working as technology-enabled collaboration provides a comprehensive, company-wide, real-time overview for agility when plans change. They required a solution to provide a single source of truth that would support the budgeting and planning process across the entire enterprise.

Technology 52

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

PYMNTS

MARCH 2, 2020

By 1957, the number of cases in the U.S. Highly contagious diseases for which there are higher mortality rates than the flu and no known cure cause people to reconsider their plans — and cause companies to make decisions to protect their workforces from possible contagion. had dropped dramatically to fewer than 6,000.

Education 112

Education Pharmaceutical Startups Sales 112

Future CFO

JULY 27, 2023

Our vision is to use the best technology available to "Change Banking, Change Lives", empowering our customers in their financial decisions and help them reach their full potential. Our ongoing digital transformation, including the integration of cloud, is a core component of this vision.

CFO 52

CFO Banking Finance Leverage 52

PYMNTS

AUGUST 29, 2019

The latest Workforce Spend Playbook showcases the shifting spend management solutions landscape and how improved services are affecting SMBs’ in-field expense management, back-office operations and bottom lines. Mobile-based factoring is one solution used by the trucking industry to allow for faster payments on the road.

Construction 43

Construction Invoicing Compliance Technology 43

Barry Ritholtz

MARCH 5, 2024

What, what was the career plan? Wichita, Kansas was the home office and there were sort of a dozen of us very simply situated, you know, all young and hungry, but they had great management at Koch. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

PYMNTS

JUNE 23, 2016

The curious case of cash in Europe. In a 2014 survey , about two-thirds of the Swedish population voted that using cash to shop should be an “inalienable human right,” Delnevo noted. Should they really be able to use their market force to turn Sweden into a cashless society?”. billion kronos the country held overall in 2010. “I

Securities 41

Securities Banking Data Analysis Numbers 41

Barry Ritholtz

FEBRUARY 13, 2023

Tell us a little bit about how did that come about. Was that something you were planning on doing or — RIEDER: No. So the Aladdin Risk system is what I remember when I came over — RITHOLTZ: Which unique and specific to BlackRock, and not an off the shelf piece of software,’ RIEDER: Totally. Use relative values.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? CHABRAN: It was certainly the case for us. RITHOLTZ: So a lot of companies that go public then have a valuable currency they can use for acquisitions. RITHOLTZ: Yes, I can imagine.

Investments 56

Investments Banking Entertainment Valuation 56

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. In this buyer’s guide to the best FP&A software, we’ll provide an overview of the top financial planning and analysis tools to consider. So, what is the best FP&A software?

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. In some cases, the big banks weren’t quite as interested in financing those deals. RITHOLTZ: Right. RITHOLTZ: Got you.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

MARCH 14, 2023

But what was interesting, and I think, you know, for anybody who’s listening who is starting as a young person in this industry, I think what I did learn was I took some of my experiences from business school and the business school case studies, and there were a lot of very established senior analysts at Merrill. BERNSTEIN: Right.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. It has to be useful if you have skills. So it’s been really significant growth. BARATTA: Yeah.

Investments 60

Investments Valuation Marketing Currencies 60

PYMNTS

JANUARY 2, 2017

A powerful incumbent champion who was strong and dominant for years [versus] a nimble challenger with a new game plan,” wrote Webster then. Others attribute the problem to millennials entering the workforce during and/or in the immediate aftermath of the 2008 financial crisis. million employees — half of whom are in the U.S.

Retail 47

Retail Banking Leverage Startups 47

CFO News Room

DECEMBER 16, 2022

A stunned Kemp and his GOP-controlled legislature took note and within mere weeks passed SB202, 98 pages of restrictions that made absentee balloting all but illegal, especially in case of another runoff.”. I do not see the acceleration or doubling in cases that I would expect to see based on past surges. Can readers decode?

Math 130

Math Education Management Consulting Healthcare 130

CFO News Room

DECEMBER 21, 2022

I do not see the acceleration or doubling in cases that I would expect to see based on past surges. Wastewater is a leading indicator for cases, which in turn lead hospitalization (and death). If you are planning to travel on Xmas, do consider your plans carefully. * * *. Mine is infection-centric. 1* has taken over.

Pharmaceutical 130

Pharmaceutical Economics Leadership Education 130