Future CFO

MARCH 10, 2020

While RPA offers many benefits, CFOs face challenges related to implementation and employee mindset when deploying the technology. To this end, many CFOs have turned to automation technologies such as RPA to drive digital transformation, improve efficiency, minimise business risk and improve transparency.

Risk Management 52

Risk Management Budgeting CFO Technology 52

PYMNTS

MARCH 11, 2020

The reconciliation process is traditionally viewed in the context of financial transactions: Does the value of a company payment match with what the company was billed, and what the company had purchased? Yet the reality is that the reconciliation process is rarely ever straightforward. Beyond Data Matching.

Reconciliations 56

Reconciliations Corporate Finance Finance Invoicing 56

CFO Simplified

MARCH 1, 2022

The choice between working from home or at the office is an ongoing challenge for many workers and companies, and the repercussions have reverberated through the corporate community. Your company has work that you need to get done so that you can deliver products or services to your clients. Automation. You need to adjust.

Accounts Payable 52

Accounts Payable CFO Education Sales 52

Future CFO

AUGUST 3, 2021

It became vital as companies pivoted, recalibrated their financial models, and looked to withstand market shocks. Participants also shared how technologies freed financial professionals to become more effective, the importance of upskilling and sharing experiences, and the changing role of the CFO office within their companies.

Finance 52

Finance Forecasting Financial Modeling Accounts Payable 52

Jedox Finance

AUGUST 2, 2022

In this blog post you get the chance to explore the intersection between the planning and technology of your organization and will see how an EPM Tech Refresh that is coming with a modern solution can help you on your digital transformation journey. Top reasons why you should choose the best-in-class EPM solution. Migrate or refresh?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

NOVEMBER 7, 2018

When it comes to B2B payments digitization, not every company will experience the same journey. Where do middle-market firms stand in this effort to upgrade corporate payments? However, the kinds of electronic payment technologies in use, and the use cases for electronic B2B payments, vary. Misconceptions.

B2B 58

B2B Marketing Accounts Payable Invoicing 58

PYMNTS

NOVEMBER 8, 2017

But in an increasingly interconnected world, even competing companies need to collaborate. And, just about every company — from banks to car dealerships and everything in between — is willing to work with a teammate to get paid. These can obviously be used prominently in the financial services space,” he said.

B2B 86

B2B Manufacturing Reconciliations Healthcare 86

PYMNTS

JANUARY 8, 2020

Federal Trade Commission (FTC) against commercial payments technology company FLEETCOR Technologies , which has been accused by the watchdog of “hidden” fees and charges. For vendors, commercial card acceptance can be a matter of wielding technology to lower interchange costs. A Focus On Transparency.

B2B 52

B2B Marketing Technology Banking 52

PYMNTS

AUGUST 13, 2020

It has become essential for companies to be absolutely sure their customers’ addresses are correct from the very beginning of their relationships. Doing this with the heightened swiftness consumers expect is more challenging than it may seem, however. Lengthy onboarding forms also deter the completion of these processes or purchases.

Leverage 57

Leverage eCommerce Retail Technology 57

PYMNTS

SEPTEMBER 14, 2018

Traveling further into the world of procurement analytics, these professionals are also exploring trends in supplier behavior, purchase order and invoice management, and beyond. The company recently announced $3.2 The most obvious benefit to this trend is automated data entry — and, in procurement, automated purchase categorization.

Invoicing 59

Invoicing Budgeting Accounts Payable Reconciliations 59

Future CFO

SEPTEMBER 9, 2019

When it comes to exploring new revenue streams, expanding market share, and merging or acquiring potential startups, their decisions count. The benefits of transformation are clear. The way we saw our transformation returns was the cost of us doing and supporting the business at a reduced cost and headcount," she said.

Finance 52

Finance Budgeting Concentration Technology 52

Future CFO

AUGUST 3, 2020

Chief financial officers (CFOs) and financial heads understand the value of automation. Maximizing the value of their human capital by ensuring they focus on value-added tasks and automating time-consuming, repetitive processes makes business sense. Robotic process automation (RPA) takes a step further.

Manufacturing 40

Manufacturing Finance Investments Corporate Finance 40

PYMNTS

JANUARY 17, 2018

The traditional strategy of handing an employee a corporate card, hoping they make responsible purchases and depending on accurate expense reports has evolved into a market that embraces automation, artificial intelligence, mobility and an array of card products, from P-cards to virtual numbers. APIs Add Fuel.

Banking 74

Banking Accounts Payable B2B Technology 74

PYMNTS

SEPTEMBER 23, 2019

They have a good or service that they think they can offer-up — and can do it well enough and with sufficient joie de vivre that they are inspired to do that and only that for the rest of their working life. The average SMB owners on the eve of starting their first business is a person with a passion. Cutting Through EIN Complexity.

Numbers 59

Numbers Sales Investments Marketing 59

Planful

FEBRUARY 10, 2021

Chris is part of the next generation of FP&A leaders, who use technology to empower Finance to move beyond just the transactional numbers and into being a truly strategic partner to the business. But he’s also pushed a foundation of automation and data to get those people out of the process and into more value-add activities. .

Planning 40

Planning Finance Numbers Technology 40

Strategic Treasurer

JANUARY 3, 2022

And what tech topics do you think will likely have the biggest impact and that biggest impact can be taken as something new in Treasury or something that’s continuing and accelerating. . . I think these are all the different topics that a lot of companies are looking for. Craig Jeffery 1:05 . Jon Paquette 1:09 .

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

Planful

JUNE 11, 2020

It has shown us, in a stark and horrifying way, just how fragile our plans and expectations for our businesses and our lives truly are. These months also have shown us how interconnected and uncertain the world is. The solution is to become truly agile as an organization — to become a Continuous Planning company. .

Planning 40

Planning Cash Flow Forecasting Forecasting Finance 40

Generation CFO

JANUARY 10, 2022

You may have heard the term ‘microservices’ floating around more and more lately – but what are microservices, and how can they benefit you and your finance team? . Today, we are starting with microservices, which is explored in the report in conjunction with hybrid working and cloud technology.

Prioritization 182

Prioritization Finance Manufacturing CFO 182

Future CFO

MARCH 17, 2024

Done right, it can be a game-changer, and offer significant benefits, including additional revenue sources and time and cost savings. Another challenge is the cost and complexity of overhauling the infrastructure used by organisations to process their transactions. Additionally, it enables businesses to explore new revenue streams.

Finance 52

Finance B2C Leverage Investments 52

CFO News Room

DECEMBER 26, 2022

So whether you’re new to the blog and #FASuccess (and Kitces & Carl) podcasts and haven’t searched through the Archives yet, or simply haven’t had the time to keep up with everything, I hope that some of these will (still) be useful for you! Executive Summary. and inflation levels not seen in several decades.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 30, 2022

Also in industry news this week: Why many clients of robo-advisors are seeking out human advisors in the current market climate. A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Executive Summary. Team Kitces.

Planning 130

Planning Auditing Investments Securities 130

The Finance Weekly

OCTOBER 13, 2021

Many corporate leaders are now wrestling with how to keep up with demand as the US economy recovers faster than anticipated. Many corporate leaders are now wrestling with how to keep up with demand as the US economy recovers faster than anticipated. But how can your company begin to take advantage of this expansion opportunity?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO News Room

DECEMBER 5, 2022

Executive Summary. Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 130

Planning Technology Valuation Communication 130

CFO Talks

FEBRUARY 20, 2024

Farhaan and Nicolaas explore the importance of continuous learning and mentorship for career advancement, touching on the value of professional networks and the CFO Club’s efforts to facilitate meaningful dialogue between CFOs and governmental bodies Transcript Nicolaas : Good morning, Farha a n ! But let us then start.

CFO 52

CFO Leadership Accounting Finance 52

PYMNTS

MAY 7, 2020

As calls grow louder for corporate buyers to maintain responsible supplier payment habits, the opportunity for the buyer-supplier relationship to make or break the success of a company grows, too. Deepening ties between accounts payable (AP) and accounts receivable (AR) departments will be key to ensuring buyers and suppliers remain viable.

Accounts Payable 60

Accounts Payable SAP B2B Currencies 60

Collectiv

MARCH 3, 2022

Data tells us that internal success isn’t happening. Despite the growing number of investments in BI and analytics globally, the adoption rate is around 26% , whereas at larger companies it sits at around 80%. So, how do you help them realize the importance of business intelligence software?

Investments 52

Investments Leadership Education Numbers 52

Future CFO

FEBRUARY 22, 2024

It is a critical function for companies that are looking to proactively make agile decisions that are responsive to market dynamics,” says Chee Kien Loh , the ASEAN regional business manager for CCH Tagetik at Wolters Kluwer. From reactive to proactive: Embracing the power of insights CFOs do not lack data.

Financial Planning and Analysis (FP&A) 97

Financial Planning and Analysis (FP&A) Finance Compliance SAP 97

PYMNTS

NOVEMBER 14, 2016

Tre Cage , COO of AOC Solutions , explained to PYMNTS why taking on innovation in today’s payment landscape means keeping an eye on where things are moving, without losing sight of how consumer and merchant insights are changing along the way. PYMNTS: How would you define your company’s approach to innovation?

Accounts Payable 74

Accounts Payable Economics Technology Marketing 74

CFO News Room

FEBRUARY 2, 2022

Executive Summary. Welcome back to the 264th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Dan Callahan. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Math Numbers Investments 130

PYMNTS

JULY 13, 2017

That submerchant has the benefit of getting all of the payments bells and whistles that they need or want to have without having to invest in those things themselves. In Episode One, Aberman outlines the basics: What’s a Payment Facilitator and why are software platforms gravitating toward this model?

Compliance 43

Compliance Accounting Investments Accounting Firms 43

PYMNTS

JANUARY 2, 2017

From using virtual reality to overhauling the retail industry to shifting trends in cross-border payments, here are some of the highlights from our 2016 Trackers. Prpic and his team are hoping to use VR technology to transform luxury and high-end retail as we know it. DEVELOPER TRACKER.

Banking 49

Banking Retail Advertising Securities 49

Barry Ritholtz

MARCH 12, 2024

And then it, and then I think the question was, you know, what were you doing or what were your interest in? The transcript from this week’s, MiB: Sean Dobson, Amherst Holdings , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I said, none.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. Jeff Fowler has been CEO of the company for just about two years. How do you hire people? How do you go out and find investors? When do you do that?

Retail 64

Retail Advertising Numbers Economics 64

CFO News Room

JANUARY 31, 2023

McCarthy said in an interview on CBS’s ‘Face the Nation’ earlier Sunday that he wants to take cuts to Medicare and Social Security off the table in talks with Democrats over the debt ceiling, even though Republicans do want commitments on spending cuts generally. I really need to clear my backlog, and so I’ll have more shortly. Please return.

Economics 130

Economics Education Securities Technology 130