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Financial Advisors

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White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Grounded in extensive research, Reinventing the CFO outlines seven critical roles--from streamlining redundant processes to regulating risk to identifying a few key measures--that CFOs must take on to transform the finance operation successfully. Challenging many of the finance field's accepted practices and systems, this bold book revolutionizes the role of financial managers and frees them to make smart, ethical, strategic decisions that add real value to the firm.
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adaptive, marketry, cfo, harvard review, business
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
It's inefficient, ages too quickly, and is out of sync with the strategic plan. No wonder so many executives hate toiling over the annual budget. But, says Peter Horvath, don't look to the budget as the sole management system. Horvath and his associate Ralf Sauter describe six ways to fix budgeting, including integrating it with such systems as the Balanced Scorecard, so that it supports strategy execution in today's fast-changing environment.
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adaptive, marketry, business, finance, accounting
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading.
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harvard business, finance, business, analytics, data
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Despite a number of compelling reasons to move away from annual plans and budgets, many CFOs are reluctant to make the change. They fail to recognize that there are alternative (and less dysfunctional) ways of driving performance improvement and making managers accountable for performance. CFOs need to implement systems that provide managers at every level with the capability to make fast, well-informed decisions. They need to replace annual planning cycles with more regular business reviews that enable managers to see trends, patterns, and "breaks in the curve" long before the competition.
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adaptive, marketry, cfo, business, finance
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Surveys show that most CFOs want to upgrade their role from accounting specialists to strategic or business partners. But few CFOs have actually made the change, primarily because they have neither the time nor the necessary capabilities within the current finance team. But for those who do make the change, the rewards are tangible. This chapter lays out a number of important steps that the CFO and the finance team need to take to position themselves as trusted and valued business partners within the organization.
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harvard, adaptive, marketry, cfo, analyst
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Budgeting can cause stress and conflict, eating up lots of hours. But a good budget can be the difference between financial success and insolvency. In this chapter, you'll learn about the many types of budgets that serve different purposes. You'll also learn how to determine which type most effectively helps you meet your business goals.
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adaptive, marketry, harvard review, budget, financial success
    
Adaptive Planning
Webinar Published By: Adaptive Planning     Published Date: Oct 18, 2011
Adaptive Planning is the worldwide leader in on-demand business performance management (BPM) solutions for companies and nonprofits of all sizes. Adaptive Planning's solutions allow finance and management teams to obtain real-time visibility into performance metrics, streamline financial planning and reporting, and drive better business decisions. By offering affordable annual subscriptions and rapid implementations, and by eliminating the need for new hardware and IT support, Adaptive Planning makes it easy to move beyond spreadsheet-based processes without the cost and complexity associated with traditional on-premise BPM applications.
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webinar, adaptive, budget, finance, management
    
Adaptive Planning
White Paper Published By: Anaplan     Published Date: Jan 08, 2016
Read this white paper to discover seven common reasons companies are replacing their spreadsheets with a true enterprise planning platform.
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anaplan, spreadsheets, finance planning, budget, accounting
    
Anaplan
Free Offer Published By: Asset Exchange Strategies, LLC     Published Date: Sep 03, 2010
Properly Structuring your Current IRA or 401k will allow you to invest into a Small Business or Franchise. Asset Exchange Strategies will help you setup and invest your IRA or 401k Into Your Small Business or Franchise, all without Taxes or Penalties.
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asset exchange strategies, retirement investment, self directed ira, property, 401k
    
Asset Exchange Strategies, LLC
White Paper Published By: BlueVolt     Published Date: Oct 01, 2010
BlueVolt currently works with a large base of cross-industry customers who are taking advantage of online platforms to market products and train people in their products' use.
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online learning, elearning, learning management system, sales, training
    
BlueVolt
White Paper Published By: Brainloop     Published Date: Nov 03, 2011
Online collaboration has allowed companies to leapfrog their competition. But how do they avoid risk? This paper explores options for high-productivity collaboration supporting security and compliance. Must reading for anyone interested in strategic IT and compliance!
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cloud collaboration, cloud security, collaboration application, collaboration environment, data protection
    
Brainloop
White Paper Published By: CSRSI - The Payment Advisors     Published Date: Aug 05, 2010
Most merchants don't know how to read their merchant statements. With a little knowledge, merchants can learn how to reduce their processing costs by reducing costly errors by staff, and correct errors by processors.
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merchant processing, merchant statement, chargebacks, downgrades, fraud
    
CSRSI - The Payment Advisors
White Paper Published By: Data Services     Published Date: Apr 10, 2011
A complete overview of Extensior customized list services for any business marketing needs
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data services, list services, emailing lists, email append, data cleaning
    
Data Services
Case Study Published By: EMC Corporation     Published Date: Jun 14, 2011
Read more about APxCelerator, BRT's AP automation tool.
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meritor, accounts payable, efficiencies, consistencies, centralized operations
    
EMC Corporation
White Paper Published By: EMC Corporation     Published Date: Jun 14, 2011
Qualitative and quantitative research among AP professionals to gain insights into trends in automated data capture in invoice processing.
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emc, accounts payable, automation, paper process, transaction costs
    
EMC Corporation
White Paper Published By: ETNA Software     Published Date: Mar 23, 2011
This whitepaper covers programming and design aspects of installation experience customization.
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finance software, software development, software as a service, social oriented architecture, trading
    
ETNA Software
White Paper Published By: ETNA Software     Published Date: Feb 10, 2011
This whitepaper discusses various ways of filtering companies for electronic trading purposes.
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filtering software, finance software, investment software, financial tools, trading
    
ETNA Software
Free Offer Published By: Experian     Published Date: Sep 20, 2011
For a limited time, you can see the benefits of our information for yourself with a 30 day free trial of our commercial credit reports and scores
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credit report, credit score, credit check, toll-free support, identity theft protection
    
Experian
White Paper Published By: Fastarfunding     Published Date: Nov 25, 2010
When choosing an online accounts receivable factoring company to provide small business financing, there are several items to consider. Online factoring companies vary significantly in what they offer and how much they charge
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invoice factoring, accounts receivable factoring, california factoring services, factoring company, small business factoring
    
Fastarfunding
White Paper Published By: Fisher Investments     Published Date: Sep 29, 2010
If you have a $500,000 portfolio, you should download the latest report by Forbes columnist Ken Fisher. This must-read report includes his latest stock market forecast, plus research and analysis you can use in your portfolio right now.
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fisher investments, stock market, outlook, finance, forbes
    
Fisher Investments
White Paper Published By: GMS Inc     Published Date: May 18, 2011
Insights into the service and support offerings of GMS and business software providers alike
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accounting, causes, charity, community, consultants
    
GMS Inc
Free Offer Published By: Guidant Financial     Published Date: Mar 04, 2010
Guidant Financial Group's 401(k) Small Business Financing plan allows you to invest IRA and 401k funds into a business or franchise. No early distribution taxes or fees.
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guidant financial, small business finance, tax, retirement, ira
    
Guidant Financial
White Paper Published By: Henley & Partners     Published Date: Apr 27, 2018
Individuals interested in insuring against political and economic uncertainty, as well as those determined to capitalise on the rapidly changing mix of markets, business ventures and culture on offer around the globe, cannot afford to ignore the value of expanding their residence and citizenship options.
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migration, globalization, mobile workers, citizenship, global citizens
    
Henley & Partners
Webinar Published By: IBM     Published Date: Jul 24, 2012
Join fundraising consultant and author Joshua Birkholz and IBM for an overview of the impact predictive analytics can have on your fundraising programs. We'll explore how this data-based approach can help you
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ibm, technology, business, fundraising, analytics
    
IBM
White Paper Published By: IBM     Published Date: Jul 24, 2012
Faced with a downturn in funding due to the global economic recession, nonprofit organizations need to improve their donor management capabilities so they can compensate for the reduction of government funding and diminishing level of donor contributions. Predictive analytics provides an effective way to understand and anticipate donor needs in order to increase the success of fundraising and marketing campaigns. Using this technology, nonprofits can gain a significant return on investment by increasing donor contributions, reducing costs and building stronger donor relationships over time. In this white paper, you'll learn how predictive analytics can help nonprofits achieve their funding goals by significantly improving the way they identify, manage and build relationships with donors.
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ibm, technology, marketing, predictive analytics, donor management
    
IBM
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