Video & Slides: http://www.proformative.com/events/beyond-spreadsheets-how-take-your-budgeting-planning-next-level
Technology is the key to unlocking the strategic value of budgeting and planning for your company. Join us as Adaptive Planning shares 6 proven best practices for best in class budgeting and planning and benchmarking data while delivering actionable advice on how to improve your company's budgeting and planning process. In addition, you will hear from Rick Smith, Manager FP&A at Engine Yard - a high growth technology company, who'll share how he's performing headcount planning, CapEx planning and more. Finally, you'll see an Adaptive Planning product demo of what strategic planning looks like when a company moves beyond spreadsheets.
A description of the current Quality Management program at the City of West Des Moines. Presented to the City's Leadership Development class April 2006.
Turning internal audit into the data analytics epicenter for your organizationACL Services
Session from ACL Connections 2016
While most audit departments naturally focus more on their assurance services, this session will focus on how ACL can help elevate
your department’s advisory services into what one day could be the epicenter of data analytics across your organization. In this
dramatic presentation, an ACL customer shares their strategies, thought processes, speed-bumps, and successes as their
department rose to been seen as the data analytics leaders in their organization. Are you ready to take the next step?
Key learning outcomes:
• Understand the value of having a trusted, dedicated, centralized data analytics group
• Learn about real-world applications of how to use ACL to enhance your advisory services
• Explore different strategies to becoming the data analytics epicenter for your organization
A description of the current Quality Management program at the City of West Des Moines. Presented to the City's Leadership Development class April 2006.
Turning internal audit into the data analytics epicenter for your organizationACL Services
Session from ACL Connections 2016
While most audit departments naturally focus more on their assurance services, this session will focus on how ACL can help elevate
your department’s advisory services into what one day could be the epicenter of data analytics across your organization. In this
dramatic presentation, an ACL customer shares their strategies, thought processes, speed-bumps, and successes as their
department rose to been seen as the data analytics leaders in their organization. Are you ready to take the next step?
Key learning outcomes:
• Understand the value of having a trusted, dedicated, centralized data analytics group
• Learn about real-world applications of how to use ACL to enhance your advisory services
• Explore different strategies to becoming the data analytics epicenter for your organization
The Adaptive Insights CFO Indicator Q1 2016 surveyed 377global CFOs to understand trends in financial forecasting during increased market and economic uncertainty. We found that although CFOs are worried about the economy, they are confident about their forecasting capabilities, thanks to their proficiency in harnessing data analytics to plan for multiple scenarios.
Internal Audit for new age and large enterprise is more and more becoming business focussed than error and compliance focused.
In the time when, Data is more relevant than document, let's understand the new dimension of Internal Audit with Data Analytics.
CRM Options for Enterprise Nonprofits - Nonprofit Success PackHeller Consulting
View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do.
In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.
From a WebLink Webinar titled, "Make Your Membership Management Software Pay for Itself." Demonstrates how increases in new member sales, retention and non-dues revenue can turn your membership management system into a revenue generator for your organization.
Leveraging Automation to Streamline Expense ManagementAshley Emery
Learn how mobile technologies are transforming corporate travel and expense reporting, strategies to simplify expense management, and the best practices for transitioning to an automated process.
DATIS CEO, Erik Marsh, reveals the preliminary findings from our 2019 Executive Priorities Survey. Find out how Health and Human Services (HHS) executives are addressing their current workforce management initiatives and which strategies they’re implementing to overcome common industry challenges related to employee engagement, recruiting and retention, and the drive towards digital.
How Cognitive Outsourcing Supports Strategic Supplier management?
Read this Infographic to know the top critical requirements for successful Cognitive Outsourcing Governance and how People Analytics software Sapience Analytics helps to address all the outsourcing governance requisites for success.
Measurement Of Performance
This article explores the common pitfalls and how to avoid them when implementing measures of performance.
https://tensix.com
Microsoft partners, opensky Data Systems, highlight the benefits of Financial Business Intelligence Solutions by Microsoft. BI in Finance comes to agility, adoption and cost.
to earn easy passively? from 10 to 25% per month on the risk-free deposit with 2 capital insurances and many other benefits and bonuses ... are you curious? sign up and dedicate time and energy.
https://magic-trading.eu/MT421428
Fending Off the FinTechs: How Agile Financial Services Firms Are Transforming...Tata Consultancy Services
Explore why agile approaches are critical to making established financial services firms grow faster, become more competitive, and serve customers better, especially online.
Organisational Design: Aligning Your Organisational Structure with Business G...The HR Observer
The session is aimed to explain the importance of organisational design on the success of the organisation and how a good design helps communication, productivity, and innovation. Successful design creates an environment where people can work effectively as many productivity and performance issues can be traced back to poor organisation design. The session will be able to answer questions like, is your organisation well designed? How do you know? What are the classical mistakes in organisation design and how to avoid them? Kifaya will share her experience by presenting case studies on the difference between well and poorly designed organisations and how they are aligned to company strategy.
Kifaya Thallam, HR Advisor- Group HR, Tawazun
With a fundamental shift in the CFO mission, the finance function has become a critical change agent across organizations. The role of financial leaders such as CFOs is evolving, from a traditional financial controller, to one that drives performance improvements across the organization.
Tendencias y mejores prácticas del Financial Performance ManagementNexolution
En el área de Finanzas existen dos roles fundamentales que son más necesarios equilibrar. En el primero debe de enfocarse en realizar una serie de controles y verificaciones. En el segundo aprovechar su amplia experiencia sobre el conocimiento de los recursos necesarios que generan un determinado nivel de ingresos.
La forma en que Finanzas encuentra este equilibrio (y muchos otros) determina en gran parte el éxito o el fracaso de la empresa.
Lo invitamos a ver nuestra presentación: “Mejores prácticas del Financial Performance Management”, donde le mostraremos de que manera encontrar el equilibrio para el éxito de la corporación alineando procesos y controles, y al mismo tiempo asesorando al negocio sobre direcciones futuras.
The Adaptive Insights CFO Indicator Q1 2016 surveyed 377global CFOs to understand trends in financial forecasting during increased market and economic uncertainty. We found that although CFOs are worried about the economy, they are confident about their forecasting capabilities, thanks to their proficiency in harnessing data analytics to plan for multiple scenarios.
Internal Audit for new age and large enterprise is more and more becoming business focussed than error and compliance focused.
In the time when, Data is more relevant than document, let's understand the new dimension of Internal Audit with Data Analytics.
CRM Options for Enterprise Nonprofits - Nonprofit Success PackHeller Consulting
View the video to learn about Salesforce.org’s Nonprofit Success Pack (NPSP), a solution currently used by thousands of nonprofits of all shapes and sizes. Built on the flexible and customizable Salesforce Platform, NPSP provides the foundation for organizations to engage their constituents, streamline their programs, take their fundraising to the next level and ultimately, achieve their mission. Salesforce.org is committed to helping nonprofits drive greater impact by connecting everything they do.
In this second installment in our CRM Options for Enterprise Nonprofits series, Salesforce.org highlights the features and benefits of NPSP and demonstrates how this advanced solution can serve the complex needs of enterprise nonprofit organizations. Heller Consulting’s founder and Chief Strategist Keith Heller also shares insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.
From a WebLink Webinar titled, "Make Your Membership Management Software Pay for Itself." Demonstrates how increases in new member sales, retention and non-dues revenue can turn your membership management system into a revenue generator for your organization.
Leveraging Automation to Streamline Expense ManagementAshley Emery
Learn how mobile technologies are transforming corporate travel and expense reporting, strategies to simplify expense management, and the best practices for transitioning to an automated process.
DATIS CEO, Erik Marsh, reveals the preliminary findings from our 2019 Executive Priorities Survey. Find out how Health and Human Services (HHS) executives are addressing their current workforce management initiatives and which strategies they’re implementing to overcome common industry challenges related to employee engagement, recruiting and retention, and the drive towards digital.
How Cognitive Outsourcing Supports Strategic Supplier management?
Read this Infographic to know the top critical requirements for successful Cognitive Outsourcing Governance and how People Analytics software Sapience Analytics helps to address all the outsourcing governance requisites for success.
Measurement Of Performance
This article explores the common pitfalls and how to avoid them when implementing measures of performance.
https://tensix.com
Microsoft partners, opensky Data Systems, highlight the benefits of Financial Business Intelligence Solutions by Microsoft. BI in Finance comes to agility, adoption and cost.
to earn easy passively? from 10 to 25% per month on the risk-free deposit with 2 capital insurances and many other benefits and bonuses ... are you curious? sign up and dedicate time and energy.
https://magic-trading.eu/MT421428
Fending Off the FinTechs: How Agile Financial Services Firms Are Transforming...Tata Consultancy Services
Explore why agile approaches are critical to making established financial services firms grow faster, become more competitive, and serve customers better, especially online.
Organisational Design: Aligning Your Organisational Structure with Business G...The HR Observer
The session is aimed to explain the importance of organisational design on the success of the organisation and how a good design helps communication, productivity, and innovation. Successful design creates an environment where people can work effectively as many productivity and performance issues can be traced back to poor organisation design. The session will be able to answer questions like, is your organisation well designed? How do you know? What are the classical mistakes in organisation design and how to avoid them? Kifaya will share her experience by presenting case studies on the difference between well and poorly designed organisations and how they are aligned to company strategy.
Kifaya Thallam, HR Advisor- Group HR, Tawazun
With a fundamental shift in the CFO mission, the finance function has become a critical change agent across organizations. The role of financial leaders such as CFOs is evolving, from a traditional financial controller, to one that drives performance improvements across the organization.
Tendencias y mejores prácticas del Financial Performance ManagementNexolution
En el área de Finanzas existen dos roles fundamentales que son más necesarios equilibrar. En el primero debe de enfocarse en realizar una serie de controles y verificaciones. En el segundo aprovechar su amplia experiencia sobre el conocimiento de los recursos necesarios que generan un determinado nivel de ingresos.
La forma en que Finanzas encuentra este equilibrio (y muchos otros) determina en gran parte el éxito o el fracaso de la empresa.
Lo invitamos a ver nuestra presentación: “Mejores prácticas del Financial Performance Management”, donde le mostraremos de que manera encontrar el equilibrio para el éxito de la corporación alineando procesos y controles, y al mismo tiempo asesorando al negocio sobre direcciones futuras.
Transforming the Modern PMO- Harnessing AI-Driven Strategic Portfolio Managem...OnePlan Solutions
Dive into this illuminating webinar to discover:
The Contemporary PMO: Explore the dynamic role of the PMO in today’s businesses and the necessity of marrying strategy with practical execution.
Strategic Portfolio Management Demystified: Gain a comprehensive understanding of Strategic Portfolio Management’s core principles, its relevance in the present landscape, and its future trajectory.
OnePlan’s AI-Enabled Advantage: Unpack how OnePlan’s AI-driven Strategic Portfolio, Financial, Resource, and Work Management Platform—integrated with tools like Microsoft Project, Project for the web, Microsoft Planner, Azure DevOps, Jira, Smartsheet, and more—offers a panoramic view of enterprise work. Grasp how this holistic perspective can empower PMOs to make data-driven decisions.
Integration Excellence: Learn the seamless way OnePlan integrates with Microsoft 365, maximizing collaboration, productivity, and strategic alignment across your organization.
Case Studies: Delve into real-life success stories where organizations have capitalized on the combined might of Microsoft 365 and OnePlan to redefine their portfolio management and align with their strategic imperatives.
How to Bring About Finance Transformation on Your Own TermsWorkday, Inc.
In this deck, experts from PwC and Workday explain how finance leaders can use automation, artificial intelligence, and analytical skills to help their teams adapt to rapid change.
Driving Business Performance with Microsoft Performance ManagementNic Smith
Learn how Microsoft technology supports your initative for performance management. PerformancePoint Server completes an end-to-end vision for Microsoft BI and enables organizations to monitor, analyze, and plan to drive results.
[DSC MENA 24] Ahmed_Refaay_- Where to Start Your Data Analytics Journey.pptxDataScienceConferenc1
The world of data analytics is booming, offering exciting opportunities to those who can unlock the power of information. This talk will equip you with a roadmap to kickstart your data analytics journey. We'll explore three key areas to empower your beginning: Business Acumen: Gaining a business understanding is crucial. We'll discuss how to translate business problems into data-driven solutions, ensuring your analysis is relevant and impactful. Six Sigma Foundations: This problem-solving methodology can be a valuable asset. We'll delve into the basic principles of Six Sigma and how they can improve your data analysis approach, leading to more efficient and accurate insights. Data Analytics Fundamentals: We'll introduce essential data analysis concepts like data wrangling, visualization, and basic statistics. Understanding these fundamentals will equip you to handle and interpret data effectively. By combining business acumen, Six Sigma principles, and foundational data analysis skills, you'll be well-positioned to embark on a rewarding data analytics journey. This talk will provide a clear starting point and ignite your curiosity to explore this dynamic field further. at the end we shall share some business cases from our success stories.
It’s not a secret that the need to modernize traditional finance operations and evolve into a “Digital Finance” organization has become a key priority for finance leaders.
In this video recap of the webinar held on 12/11/ 2019; Raul Vega, Auxis CEO, discussed the key risks and challenges organizations typically face as part of their transformation journey, and how to develop and execute a strategy that provides the business case and outcomes you expect based on your specific company size and needs.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
Unleashing the Power of Analytics: Driving Performance at the Intersection of...Human Capital Media
Performance analytics is a data-driven approach used to optimize how organizations manage and deploy learning and development that supports execution of business strategy. How are learning organizations today using data? How do they define and determine relevant analytics? Is there a critical shortage of analytics skills in the learning function? What outcomes are organizations realizing from their efforts when deploying performance analytics to drive learning and development (L&D)? Finally, how do we link learning analytics and business analytics to produce performance data that really deliver results?
In this session, we will share the results of a proprietary research conducted with hundreds of CLOs , in partnership with Human Capital Media, that delved into these questions… and more. We will shed light on best practices being employed and the challenges for learning leaders.
Learning Objectives:
Identify best practices and gaps in the adoption of analytics by learning organizations
Understand the difference and impact of learning analytics vs Performance analytics
Examine how analytics can transform strategy and outcomes for the learning function
Accenture’s 2014 High Performance Finance Research shows that CFOs are concentrating on cost-effectively serving a worldwide consumer base while reducing operational spend.
For more information view us on www.accenture.com/ConsumerGoods
Watch the recording of this session and learn how to effectively leverage benchmarks to build a roadmap of efficiency opportunities in your Finance & SSC organization through real-world examples.
Maximizing Efficiency and Profitability with OnePlan’s Professional Service A...OnePlan Solutions
Achieving operational excellence is paramount for firms aiming for expansion and sustaining a competitive advantage. This webinar presents an integrated approach to boosting operational efficiency, spotlighting the transformative role of AI technology. From fine-tuning resource allocation and enhancing time management to leveraging AI for improved project performance and deepening client connections, learn actionable tactics to streamline your operations, elevate billing precision, and spur innovation in your service offerings. Embrace the agility needed to navigate market changes, all while leveraging OnePlan’s advanced features to fortify your firm’s competitive position.
How to Measure and Manage Business Performance in Volatile TimesProformative, Inc.
The performance of every organization ultimately depends on the adequacy of the information available to decision makers at the exact moment that decisions have to be made.
Join Paul Sharman, former IMA CEO and former Controller of Northern Telecom, as he takes you through the 5 reasons why companies of all sizes should consider Corporate Performance Management (CPM) platforms, which help companies track, report on, and understand corporate operating and financial performance. Paul will also discuss the primary concerns that stem from increased volatility as well as the sources of risk deemed most important over the next 3 years.
5 Steps to Selecting the Right Financial Management Software SolutionProformative, Inc.
Companies that continue to live in an environment of complicated, error-prone spreadsheets, and limited financial and operational visibility find themselves at a competitive disadvantage in an increasingly dynamic business environment. The good news is that there are many modern, cost-effective, financial management systems that can support, and not hinder, your company’s growth. The time to upgrade your financial management system is here, but how do you choose the right solution for your company?
Driving Market Leadership and Growth with NetSuite Cloud ERPProformative, Inc.
As companies gear up for growth in 2015 and beyond, a lack of visibility across the enterprise can impact the ability of finance leaders to deliver on company growth initiatives and meet key strategic objectives.
Are you giving away value? Help your employees understand and appreciate the ...Proformative, Inc.
Each year companies grant more than $110 billion in equity compensation.* But how much do employees value these awards? In this webinar, Julie Vander Veen, Head of Corporate Services in UBS Equity Plan Advisory Services, and Nina Duraiswami, research analyst for UBS's client insights team, will dive into the UBS Participant Voice survey’s findings on how participants perceive equity, and they will discuss what companies can and are doing to help their employees value these awards.
The webinar will also cover concrete steps companies can take to help. Real life case studies and examples will be used to discuss these best practices.
Innovative Growth Redefined: Monetizing the Internet of Things (IOT)Proformative, Inc.
Delivering growth in today’s world requires innovation. The Internet of Things (IOT) is changing not only how market leaders are delivering products and services are delivered and getting paid for them, but the very nature of the products and services they offer their customers. What is the Internet of Things? How are companies effectively monetizing the Internet of Things to drive competitive advantage?
Supply Chain Management: Costly Mistakes & Success Metrics for CFOsProformative, Inc.
Most companies, even if they are not in manufacturing, have a supply chain. Ineffective Supply Chain Management (SCM) often fails to get its due in the damage it can cause to financial performance. Costly mistakes are often made by companies in many areas including contract negotiation, cost leakage, and in selecting the right supply chain partners.
Selecting The Right Business Technology Solution and Business PartnersProformative, Inc.
Proformative recently launched the FinTech Forum webinar program series, which is designed to offer practical and actionable content in an interactive format to help finance leaders better understand and exploit business technology that can fuel competitive advantage.
5 Steps to Unlocking the Strategic Value of Finance in ManufacturingProformative, Inc.
Most manufacturing companies struggle to achieve the level of integration between financial and operational processes and data to achieve dynamic scenario planning capabilities, the desired level of forecasting accuracy, and the strategic analytics required to deliver sustainable growth. This webinar will discuss the unique challenges facing manufacturing companies in these areas, and how overcoming them delivers competitive advantage and transforms Finance into a value added partner.
Get Ready for 2015: Understanding and Adopting the New Tax Rules and RegulationsProformative, Inc.
The new year is always a time of change - and sales and use tax in 2015 is no exception. Hear sales tax compliance expert Shane Ratigan provide an in-depth overview to help you understand, prepare for, and get ahead of the state and federal tax changes coming your way.
In this webinar, Shane will take a comprehensive look at critical new state and federal tax laws, including the Marketplace Fairness Act, taxation of services, and changes for cloud-based services. Join us and gain insider information to help you better understand how changes to sales tax regulations may affect your company and your bottom line.
Board Reporting: Efficiency, Automation & Getting Beyond the NumbersProformative, Inc.
The quarterly Board book is due in 2 hours, and we just got word from the Controller that a few numbers need to be adjusted. Time to panic, right? Unfortunately, this is quite common, and many finance professionals charged with producing their company’s Board book would panic in this situation. Several Excel sheets would need to be updated, and the CEOs commentary would need revising to accurately explain the numbers. The good news is that there does not need to be a company-wide heartburn the days leading up to the Board book’s production and distribution.
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeProformative, Inc.
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond. How does your company’s overall Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
The good news is that Robert Neveu President & Co-founder, Certify will join us to reveal the latest buying trends in business travel based on research from Certify's SpendSmart Report, based on receipts and expenses data from over six million transactions and transaction-based data from Seamless.
Unlocking the Value of Regulatory Compliance to Advance Financial Planning &...Proformative, Inc.
Call reporting, DFAST, CCAR - the amount of time and energy spent by banks to comply with cumbersome banking regulations is painful at best. You can turn this process into an advantage for your company by leveraging current advances in technology to cost-effectively streamline compliance with regulatory requirements and deliver more advanced planning and analysis that fuels company growth.
PwC Presents: VC Investing – Major trends from Q3 2014Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
The Science of Incentive Compensation Programs: The DNA of What WorksProformative, Inc.
Acquiring, retaining and motivating the right talent continues to top the list of challenges identified by CFOs and other C-Suite executives at companies of all sizes. Incentive compensation plans that miss the mark can damage any company’s profitability, and even put the future of a company at risk. Yet, despite with the availability of data to better understand the behaviors of customers and those tasked with engaging and managing them, incentive compensation design and management still often fails to get its due.
Join us as Erik Charles, Principal Incentives Strategist, Xactly explains the science of an effective incentive compensation program including the essential components of its DNA.
The New World of Revenue Recognition: A Deep Dive into the 5 Steps to Recogni...Proformative, Inc.
This issuance of the new standard for revenue recognition finally happened in May 2014, and will replace the current guidance in US GAAP and IFRS for revenue recognition. The new revenue rules which represent a paradigm shift from a rules-based to a principles-based guidance can impact several facets of a business. Companies will need to adjust policies and design new processes to ensure compliance.
Aligning HR & Finance: How ReddyIce Transformed to Market LeaderProformative, Inc.
Effectively managing resources is challenging for any company, and a lack of visibility into information on operational factors that impact margins and drive demand makes it nearly impossible. Despite the fact that companies dedicate 36 percent of revenues to human capital, many accept having less than 20/20 vision into the return they’re getting from this huge investment. How are companies leveraging technology to enable systems across the enterprise (from HR to Finance) to communicate with each other to deliver the real-time information company leaders need to optimize company investments, and the consumption of company resources.
Join us as Elliott Lester, VP of IT at ReddyIce shares how his company was able to leverage enterprise-wide visibility to break down operational silos, transform processes, improve product margins, and develop actionable metrics to drive the allocation of key company resources to transform from a company on the brink of extinction to a market leader with sustainable competitive advantage.
Manish Patel, Global Vice President of Collaborative Solutions, will join Elliott in sharing actionable advice for companies to leverage
Business Analytics, Forecasting, Financial Planning: The Recipe for Impacting...Proformative, Inc.
Despite the explosion of cloud computing and related technologies, many organizations are still far from where they want and need to be in terms of driving performance. Companies still often make strategic and operational decisions based on incomplete or untimely data, incomplete analysis, and even pure intuition. There is much talk about how to leverage analytics and dynamic forecasting and planning to impact company performance, but how is it actually done?
Join us to discover how companies are aligning process and technology to combine historical and real-time data into what-if scenarios and risk-adjusted forecasts that improve both financial and operational performance, and even putting intuitive statistical analysis in the hands of every company manager and stakeholder to sharpen decision-making across the enterprise.
PwC Presents: VC Investing – Major trends of the first half of 2014 and predi...Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
Driving Profitability with Professional Services AutomationProformative, Inc.
Like most businesses, Professional Services organizations need effective communication processes and 360 degree visibility across sales, services delivery, and finance. It’s no surprise that top-ranked services-driven businesses are more than twice as likely to use an integrated Professional Services Automation (PSA) solution to improve their back-office efficiencies and profit margins. In fact, organizations using PSA saw a nearly 20% increase in annual revenue, according to a recent Aberdeen report.
Join Doug Tilley, General Manager of PSA Applications at FinancialForce.com, as he discusses findings from the 2014 Aberdeen report, Driving Back Office Profitability with Professional Services Automation, including how best-in-class organizations rely on PSA to ensure accuracy and compliance, increase efficiencies, and build greater profit margins in a services-focused business.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
This article provides a comprehensive guide on how to
effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
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It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
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Beyond Spreadsheets: How to Take Your Budgeting and Planning to the Next Level
1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Beyond Spreadsheets: How to
Take Your Budgeting and Planning
to the Next Level
3. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Beyond Spreadsheets: How to
Take Your Budgeting and Planning
to the Next Level
4. Paul Turner
Senior Director
Rick Smith
Manager, FP&A
Brian Cauley
Solutions Specialist
6 Best Practices
for FP&A
FP&A at
Engine Yard
Tech Demo
5. Expectations have increased for
finance organizations
Business Leaders
Integral part of management
Business Partners
Decision support
Process Managers
Focus on
improved
reporting and
minimizing risk
Accountants
Dominated by
complex
systems and
detail
Creates value by providing
information and analysis for
operating and strategic decisions
Provides sound
financial analysis
4
3
2
1
Stage
Key Capabilities
Transaction
Management
Controlling the
Business
Annual
budgeting
Variance
reporting
Financial
accounting
Tax, audit,
treasury
Planning & Analysis
Integrated Functional
Excellence
Rolling forecasts
Enterprise-wide collaboration
Performance
management
Empowering business units to
self serve analysis
Analysis of drivers
Predictive, ‘what if’ planning
6.
7. How frequently are you
forecasting?
1)
2)
3)
4)
Monthly
Quarterly
Bi-Annually
Annually
19%
33%
21%
28%
Based on 2012 survey by Adaptive Planning
11. How long after close do you
publish KPIs, dashboards?
1)
2)
3)
4)
5)
1-2 Days
2-5 Days
5-10 Days
More than 10 Days
Not Producing
9%
9%
15%
11%
57%
Based on 2012 survey by Adaptive Planning
12. Traditional accounting measures, e.g., net profit, are only part of the
picture when it comes to understanding business performance.
Measurement Gap Between Accounting Measures and Real Business Value
The Gartner Business Value Model: A Framework for Measuring Business Performance, March
2013
15.
What: Provide your operations managers with customized models
Why: One size does not fit all
– Sales is different from IT, which is different from Facilities
How: Start with one function, e.g., Sales, as a prototype
–
–
–
–
Make sure you understand their business before you build the model
Integrate data from their key systems, e.g., Salesforce
Involve them from the beginning, or else
Make sure it’s something that benefits them, not just you
Link and align models
Foster ownership by the operations team
16.
17. Do at least 50% of
managers with spending
authority participate?
1) Yes
2) No
46%
54%
Based on 2012 survey by CFO Research/CFO.com
20. How is data accessed by
your employees?
Now Desired
1) Request finance 83% 22%
2) Self-serve apps 17% 78%
Based on survey by Amanino Mckenna
21.
22. “
More than 90% of spreadsheets contain
serious errors, while more than 90% of
spreadsheet users are convinced that
their models are error-free
”
23. The Leader in Cloud Business Analytics
Our cloud business analytics platform empowers management
teams to transform their planning, reporting, consolidations
and analysis–improving productivity, costs & decisions.
2,000
customers
400+
partners
90%
growth
100
countries
#5
Fast 500
#1
share
24. INTEGRATED SUITE
BI & CPM
Intuitive experience
Powerful & flexible
Exceptional service
Continuous innovation
INTUITIVE
User Experience
ADAPTIVE PLATFORM
MODELING | COLLABORATION | ANALYTICS
360o view of business performance – past, present & future
VisionAt Adaptive, we have a view of the differentroles finance can play and how they contribute to the organization. From being an effective manager of financial systemsand reporting to becoming a strategic leader of the company and empowering other business units within the organization.Our goal is…To give you the tools you need to implement the best practices that will move you up the scale, so that you can be a bigger contributor and leader within your organization.
As finance professionals, having a plan that’s out of date is UNACCEPTABLEThe only reason we tolerate outdated plans is because budgeting is such a chore!! Make forecasting easy, so we can do it more frequently.One source of truth – integrated actuals & forecasts
For example, a sales forecast would drive a production plan, which would feed a financial plan.
And here from Aberdeen, again: In the category of company organization, Aberdeen found that the Best-in-Class companies held their managers accountable for budget accuracy at all levels throughout the organization 86% of the time, compared 45% for laggard companies. They also found that best-in-class companies established enterprise-wide collaboration across departments and divisions 70% of the time, compared to 39% for laggard companies.
1) What is CPM & BI? We empower financial and operating executives to transform their budgeting, forecasting, reporting and analysis via the cloud.2) Why important? Save you time & money. Tools to make better decisions faster.Green bullets…3) 1600 customers and 400 partners across 80 countries. All industries and sizes, some of leading enterprise names shown below, but also many mid-market4) Fast Growth - Deloitte recognized us as the 5th fastest growing software in the Valley (software bookings up 90% annually) – AND 47 of our customers also on this list5) #1 Share – We have 5X more customers than all of the other cloud CPM vendors combined.
Adaptive will fundamentally change how you run your business. We provide the only cloud business analytics solution that gives you a 360 degree view of your organization’s performance – past, present, and future. The Adaptive Suite includes Planning, Consolidation, and Discovery. Each product is an individual solution that stands on its own as the best of breed in the cloud. Our solutions also seamlessly integrate with one another in a powerful cloud platform. We’ve achieved the perfect balance of powerful and flexible features with an intuitive and easy customer experience, in a suite of products that requires only a web-browser to be used. Managers spread across multiple geographic locations can collaborate and contribute jointly, in a secure environment with minimal coordination from finance. We’re constantly improving our products and deliver new software updates to our customers every 90 days.