FP&A
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Lead Generation - Metrics and Costs
In measuring spending on lead generation, what are the most appropriate metrics to monitor and report and what are good efficiency or effectiveness benchmarks to measure the cost per lead (i.e., $50 per qualified lead? $500?)
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Standby Letter Of Credit Fees & Benefits?
Our CEO is an attorney and always on the lookout for hidden risk. What are the potential particulars to pay attention to in terms of standby letters of credit that we have in place that I inherited when I took on my current role in finance?
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Does anyone know an excellant tax attorney in the Bay Area?
We have very specific questions about tax implications of capital contributions within an LLC (especially non-cash contributions); also we have a dispute with one of the inactive members and need to make sure we are recording all correctly.
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How do I get Employees to Comply with T&E Policies?
We have a T&E policy by under which employees are supposed to use company credit cards for expenses, but most, even executives, use cards to get airline miles, rewards, etc. The volume rewards to the company could be much more meaningful if people followed our policy. Any advice for how to insp…
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cell phone reimbursement
Our company provides a company cell phone for certain employees whose job requires them to be on call. We are establishing a policy for reimbursing the "not on call" employees for business related calls on their personal cell phone. Am interested in what others are doing for employees who do not h…
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Key Performance Indexes
I just read in a recent edition of Forbes that Amazon has approximately 500 KPI's. In addition, 80% of those KPI's related to customers. How many KPI's do you use? Do you find 500 excessive? Can you think of what 500 KPI's might be?
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Have you compared Prophix vs Adaptive Planning vs Hyperion vs Cognos (Webinar Attendee Question)
Were there other CPM solutions that you reviewed before deciding on Prophix? This question was asked by an attendee during the Proformative webinar "Planning and Forecasting Best Practices" held on March 7, 2013. Join the discussion and add your insights below.
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How do you think escalating currency wars will affect MNCs?
Even before Venezuela announced its plans to weaken the exchange rate by 32 percent, top executives from leading multinational companies (especially CPGs) warned that a bolivar devaluation would reduce their earnings outlook. As we’re analyzing earnings reports and analyst calls for our quarterly i…
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Equity compensation for Startup CEO?
A company has grown to $10 million in annual sales and is looking to hire a new CEO to ramp up growth with new products in new markets, and with new channels. I would like to get some benchmark information on what % ownership is typically given to a well qualified new CEO at this stage in the gr…
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When adding shareholders in an S corporation (through a Restricted Stock Program) can the AAA be zeroed to a liability for the former owners?
In reviewing the literature on a restricted stock award program for an S corporation, no mention is made of considerations for the AAA. Since it's a corporate level account the new shareholders will have rights to previously taxed income earned before becoming vested shareholders. If the new shareh…
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Why will VCs that loved the first meeting not return my subsequent calls & emails?
I have raised a lot of venture money over the years as CFO of a number of startups. A lot. It never ceases to amaze me when a VC who has taken a first meeting, professes serious interest, and requests you follow-up with them, subsequently goes completely and utterly silent. Like forever. What's up …
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How do you use social media with your job search?
The obvious answer is LinkedIn, but what about Twitter and other sites? Can those be used to my advantage in the job search?
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What is the best way to use LinkedIn if you're not job searching?
I used to use the LinkedIn Answers section quite a bit, but since that's gone I haven't spent much time on the site. How do you use it to your advantage?
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Looking for later-stage ($10-$50MM revenue) Debt
I'm currently searching for potential partners to lend $2-5MM in subordinate debt. My company: Tech company in San Francisco doing $20-$40MM in revenue, scaling operations quickly. We have a line of credit backed by accounts receivables, and would like to add some junior debt as security. What firm…
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How can I help my company get out of debt?
I worked for a privately held company which is a subsidiary of a foreign company. Currently on the balance sheet there is a bug liability on the books (due to the parent) which is currently hurting the company. I need to figure out how to help my company either eliminate this debt from the books or…
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Exclusive Distribution Licensing Fee RATES - Analytical Equipment
I am reaching out to fellow members who may have experience in the determination of the amount/rate for Exclusive Distribution Licensing Fees (and maybe some possible contract/agreement structures) for Analytical Equipments (1 product with multiple industry applications). Is it more or less a "indu…
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How should you handle negative marketing against your products and/or company itself?
You always hear "any publicity is good publicity", but when it comes to negative marketing how true is that old adage?
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Given the breadth of Company Sizes Represented Here...
How many of you actually have a real Board of Directors or a Board of Advisors (yes there is a big difference, but a BOA usually preceeds a BOD). Can you list BOD/BOA and approximate dollar size. Example: I was the CFO of a $35M firm that had no BOD or BOA. The reasons could fill a psychology tex…
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What KPI's are best for a Smaller Enterprise?
I've seen many questions ask "What types of KPI's do you use in xxxx". In a recent article in Forbes it stated that Amazon had over 500 KPI's. While that probably included departmental and product line KPI's used by marketing and production managers, not finance, what would be the range of KPI's …