Many finance leaders feel more comfortable with an empty spreadsheet than a blank notebook. But in today’s data-deluged world, every CFO needs to be a storyteller who injects meaning into numbers. This holds especially true at corporate board meetings, when the directors—who probably aren’t involved in the company’s day-to-day operations—require fewer data points and a clear big picture.
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How to create compelling board reports

Many finance leaders feel more comfortable with an empty spreadsheet than a blank notebook. But in today’s data-deluged world, every CFO needs to be a storyteller who injects meaning into numbers. This holds especially true at corporate board meetings, when the directors—who probably aren’t involved in the company’s day-to-day operations—require… [READ MORE]

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3 tips for easier revenue planning

The definition of the word “revenue” has been firm pretty much forever (as the total income produced by a given source or the gross income returned by an investment). Yet revenue planning has been radically transformed recently. Twenty years ago, most businesses built revenue through one-time transactions or with perpetual… [READ MORE]

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The top signs you need better planning software

There’s no time like the present to invest in modern technology. The longer you wait, the more entrenched your company will become in clunky tools that are out of touch with today’s business needs. As it relates to financial planning, budgeting, and forecasting, old-world processes can lead to costly errors, leaving the finance team scrambling to fix… [READ MORE]

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How to refresh your budgeting process in 5 easy steps

Disruption is a popular buzzword. No matter how long companies have been in business, many claim that their technology, platform, or business will completely disrupt whatever industry it’s in. That’s all well and good. But what most organizations should disrupt are their budgeting processes. Here are five ways to refresh… [READ MORE]