FP&A
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How common is it in FP&A for Managers to cherry pick data?
I work at a large company in FP&A and am astounded by the level of cherry picking (show only data that supports your story, whether there is cause and effect or not) data there is among higher levels of management. Those in FP&A that go along with it seem to better with reviews and promotio…
6
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Moving from Perpetual to Subscription Pricing - What is the expected ratio
We are evaluating moving our current pricing from a perpetual license model to a subscription. Our subscription offering is not cloud based, it is still installed at the customer location. Assuming the perpetual license is competitively priced, what is the expected ratio of the Perpetual price (w/o…
2
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Which comes first – ERP or FP&A?
"Is it really important to have a fully functional ERP before you can set up an efficient FP&A organization and processes?" This question was asked at a recent webinar, now available on-demand: "Designing Great FP&A Processes" Please add your thoughts about it below. Thanks!
16
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BI Tools vs Excel For FP&A
"Can you differentiate between the importance of a formal BI tool versus using Excel files for FP&A depending on the size of the organization? I'm currently using an Excel tool that works OK as we are starting literally from scratch, but at what point would an Excel approach become a hindranc…
6
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Stock Option software
We are a small R&D private company in the biopharma industry, less than 50 employees, and currently track our stock options in excel. We are looking to implement a stock option software and would like a recommendation. Our company does eventually plan to go public. Is there a software that can …
2
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Periodic financial reporting - who to, how often and how?
A bit of a background. We're a privately held company with no outside board members or investors that require periodic reporting. We're also a small finance team of three, with limited resources, but we're now in tens of millions of dollars in revenue, so the financial reporting is becoming crucial…
3
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Monthly Financial Reporting for Independent School
Does anyone have information on best practices for monthly financial reporting for independent K-8 schools? I just started working for a school that only shows YTD summary variances to projected operating surpluses... Annual financial audits are done and reported but no monthly P&L, Balance She…
2
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CFOs & Board Committee Chairs
"Does the CFO take the intiative to sit with each board committee chair and develop a joint board presentation or do the Chairs come to the CFO or do they not present together at all?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" …
4
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When to introduce the devil that is in the details?
"Should reporting details be provided to board members prior the meeting or upon request?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" Please add your thoughts about it below. Thanks!
3
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Types of Boards of Directors
"Is the approach and relationship different towards boards primarily consisting of investors such as venture-backed companies?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" Please add your thoughts about it below. Thanks!
1
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Is this backstabbing?
"Is it ever appropriate for the CFO to bypass the CEO and communicate directly with the Board?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" Please add your thoughts about it below. Thanks!
1
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How to Educate a Board of Directors
"If your board is new and not well versed in corporate finance do you spend time in meetings educating them on value creation or work individually?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" Please add your thoughts about it be…
1
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CFO And Board Face Time
"How does a Finance leader create the opportunity to report to the board directly if he/she is only mandated to report to the CEO?" This question was asked at a recent webinar, now available on-demand: "The Role Finance Plays in the Boardroom" Please add your thoughts about it below. Thanks!
1
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When an employee returns from maternity leave...
How do you handle employees who return from maternity leave and need to take a break every few hours because they need to pump? Do you offer a "mom's room" in the workplace where they can go, or do you leave it up to the employee to figure it out? And do you require they make up the time they are s…
1
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Is this even legal?
"We have one medical insurance vendor who is adding an invoice fee with description 'Medicare Act Fee'. Is that even legal way of putting it on the invoice like that? Basically they added it in the way Sales Tax added etc" This question was asked at a recent webinar, now available on-demand: "How…
1
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Legal Counsel recommendations with start-up experience
We are a start-up (technology-hardware) company that is close to closing series A. Anyone has recommendations for a Legal Counsel that can help us with the Series A docs and more importantly, equity structure recommendations and compensation framework for early employees,key officers and new hires?…
3
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How do I cram all of this into a company strategy?
"How do you think about product strategy, customer intimacy and operational excellence into your approach to company strategy?" This question was asked at a recent webinar, now available on-demand: "Business Strategy & Leadership: Plan, Execute, Win!" Please add your thoughts about it below. …
1
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Is a strategy cooked-up on-the-fly a real strategy?
"How do you balance quick and agile strategic with the need for adequate detail to ensure it's a robust process rather than a checkbox exercise?" This question was asked at a recent webinar, now available on-demand: "Business Strategy & Leadership: Plan, Execute, Win!" Please add your thought…
2
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Our Strategy Is Not To Change Our Strategy
"What would you recommend a finance leader can do to avoid unclear or outdated strategy within a closely held or family business?" This question was asked at a recent webinar, now available on-demand: "Business Strategy & Leadership: Plan, Execute, Win!" Please add your thoughts about it belo…
1
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How do I convince a control freak CEO he needs professional help?
"How do you convince a control freak CEO that he/she needs help when it comes to strategic direction of the company and that you, as a finance leader, can provide some of that help?" This question was asked at a recent webinar, now available on-demand: "Business Strategy & Leadership: Plan, E…
1
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Inspirational movies about business, capitalism, entrepreneurship, business people needed
I'm on an advisory board at a charter high school in an urban area. The idea of having a movie series came up. It seems that too often business people are villains in popular media, which I think does a disservice to young adults thinking about careers. I'd like to include at least some popular mov…
8
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Overseas Business & Double Taxation
We have to engage the overseas vendor very often for various services. Most of the vendors are not aware of the withholding taxes and double taxation procedures Would like to refer the common forum to provide a reference for those vendors from America, Europe, APAC to avoid the conflict at stage of…
2
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FATCA - IRS vs UK & Other Contries Agreements - Q/A
Per US IRS FATCA (Foreign Account Tax Compliance Act) applicable entities were registered and got it's GIIN numbers assigned. Under UK Agreement in addition registered on Cayman Island portal (for applicable entities) and first reporting of the data due by 05/31/2015. First reporting per IRS - 09/3…
1
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Staggered Board Of Directors
What are the pros and cons of having a staggered board of directors (aka a classified board)?
1
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Is social media the end-all, be-all of all things business?
My wife keeps harking on the fact that (real or imagined) that some of my clients are NOT taking advantage of all that is social media (what ever that means, since there are so many different facets, and new one's created everyday, and old one's falling out of favor), that these companies can't com…
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