THE POWER OF ZERO-BASED PLANNING IN A PANDEMIC
The coronavirus pandemic has created a period of extreme economic uncertainty. The truth is no one knows what economic conditions will be one month from today, let alone 6 to…
Read more »A MATCH MADE IN HEAVEN – FP&A AND RPA
The mission of the Financial Planning and Analysis function (FP&A) is providing insight into a company’s future financial performance. One of the keys to success for FP&A is building strong,…
Read more »IMPROVING FINANCIAL REPORTING TO THE BOARD: IS YOUR BOARD BORED?
At a next board meeting, study the behaviors of the directors when they listen to the CFO as he or she reports on the financials for the company. Are eyes…
Read more »I ALREADY HAVE AN ACCOUNTING TEAM. WHY DO I NEED FINANCIAL PLANNING & ANALYSIS (FP&A)?
One of the top priorities of a growing company is to build a finance team that can scale with its business. Given the critical importance of accurately recording and reporting…
Read more »CONSULTING CFOS: THE POWER OF AFFILIATION
Serving as a trusted consultant financial professional is a deeply rewarding career. Working with a client is a special relationship built on trust, both for the value of work and…
Read more »IS THE ANNUAL BUDGET A COLOSSAL WASTE OF TIME?
In today’s world, it’s rare to find a topic that generates agreement across a broad cross-section of people, but it’s a reasonably safe bet that most finance and non-finance people…
Read more »MAKING THE FINANCE OPERATION THE BEST IT CAN BE
One reason to love business is because it is dynamic. Strategies change or pivot, organizations transform, regulations and new rules emerge. All of these require financial teams to be both…
Read more »TELLING A COMPELLING FINANCIAL STORY
Financial presentations are common to every business. Whether the audience is the board, investors, lenders or bankers, the ability to tell a credible and compelling financial story is critically important….
Read more »CYBERSECURITY IN A CHANGING WORLD
The Wall Street Journal Pro Report of December 19, 2017 was devoted to the issue of Cybersecurity. The chilling reality is that national governments, state and local governments, businesses and…
Read more »STANDING AT THE CROSSROADS: HAS YOUR BUDGETING/PLANNING PROCESS OUTGROWN EXCEL?
It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets and forecasts. Most likely they continue to do so as their business grows. And why…
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