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Integrating a rolling financial forecast rather than relying on a static budget allows businesses to increase their agility and more accurately plan for the future.
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How rolling financial forecasts increase business agility

In a volatile, ever-changing market as we are now experiencing with the pandemic, businesses must be nimble to survive—if not thrive. Yet many companies still use outmoded financial systems to track progress and predict success. They rely on static budgets that are updated just once a year and quickly become… Read More

Technological advances, ever-increasing customer expectations, and smarter, data-driven decision-making put pressure on finance teams to find new ways to operate with agility. But how do you plan in a way that allows you to respond to such events, from the predictable to the unlikely? The answer begins—and ends—with active planning.
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3 key steps on your journey to business agility

Throughout the world, businesses of every size are feeling firsthand the impacts of instability. In a time of uncertainty, surviving and thriving comes down to how promptly your business can identify disruptive changes and proactively respond to them. That’s not so easy when your business is mired in static planning—characterized… Read More

It’s probably safe to say that most finance people didn’t get into the industry so they could focus on reporting. Sure, it’s a critical part of the finance function. But exciting, engaging, inspirational? Sorry, that’s just never going to be how reporting is described.
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How to avoid these 4 financial reporting struggles

It’s probably safe to say that most finance people didn’t get into the industry so they could focus on reporting. Sure, it’s a critical part of the finance function. But exciting, engaging, inspirational? Sorry, that’s just never going to be how reporting is described. However, good, data-driven reports—today more important… Read More

The COVID-19 pandemic has underscored just how fast business conditions can change—and then keep changing—effectively rendering annual business plans irrelevant.
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COVID-19 hastens rise of continuous planning vs. annual planning

The COVID-19 pandemic has underscored just how fast business conditions can change—and then keep changing—effectively rendering annual business plans irrelevant. Companies have responded to the economic uncertainty brought on by the pandemic by rejiggering growth, revenue, and investment plans, sometimes multiple times. No doubt, the crisis of the pandemic will eventually… Read More

Board members will better remember your presentation and better understand the company’s strategic position if you refrain from assaulting them with context-free numbers. So how do you tell a good, boardroom-appropriate story—especially today, amid unprecedented disruption? Start by avoiding these three mistakes:
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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, disruptive 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… Read More