CFO.University

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Perfecting Finance Operations through Recs and Retrieval: This article tackles three issues facing CFOs and other finance leaders. How spreadsheets are collapsing under the weight of big data and how can we shore them up Managing the impact on finance operations in the age of data source proliferation How manual processes are limiting capabilities and what to do about it
Ravi Bhardwaj

The Impact of Data, Analytics and AI on Enterprise Performance Management

In this LinkedIn Live event, The Impact of Data, Analytics and AI on Enterprise Performance Management (EPM) we invited 3 global experts to discuss how key challenges faced by CFOs can be addressed using Data, Analytics and AI within the EPM environment.

Gary Cokins
Founder and CEO: Analytics-Based Performance Management LLC

Prashanth Southekal
PhD, MBA

Steve Rosvold
Founder and Chief Learning Officer at CFO.University

Tobias Zwingmann

How do forecasts differ from budgets?: People who are highly sensitive to the lack of flexibility of traditional budgeting often see rolling forecasts as the answer. If we update our view of the future more frequently and don’t confine it to the financial year it is obvious that this will be more useful than traditional annual budgets based on the financial year. So, you might think, forecasts are like budgets but done more frequently – right?

Tobias Zwingmann

Tobias is the Managing Partner of RAPYD.AI and Partner with D2A2. He is an AI Advisor, O’Reilly Author and Instructor @ LinkedIn Learning. He has spent the last 5+ years in applied AI consulting where his work has taken him inside global enterprises in automotive and insurance, mid-sized companies with 500–1,000 employees, solopreneurs aiming to double their output, and small business owners uncovering $10k+ monthly savings in unexpected places.

Tobias believes the patterns of what makes AI succeed (and fail) remain remarkably consistent:

It’s about applying the principles of Profitable AI to deliver outcomes that matter: doing things faster, at lower cost, with higher quality or, even, scaling what you do to entirely new levels.

CFO.University

A Professional Community of Member-Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers.

Governance & Controls – structure and controls.

Transaction Recording – systems, transaction processing and closing the books.

Reporting - efficient, timely and accurate information for decision making and meeting compliance requirements.

Business Planning - provide the financial roadmap for the company with supporting analytics.

Financial Forecasting - integrate the company’s current performance relative to budget with the real-time business environment.

Investment Analysis - the framework to analyze new opportunities as they present themselves.

Cash Management - the discipline to ensure cash is available to operate the business normally.

Funding - Planning for and raising funds to meet the needs of the business.

Risk Management – Identification and mitigation of key business risks.

Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

Four Pillars of Executive Expertise

CFO.University is built around the Four Pillars of CFO Success. These Pillars are supported with Core Competencies. Our framework allows you to master your role as a senior financial officer. The Four Pillars are made up of:

Accounting – Governance & Controls, Transaction Recording and Reporting

Finance – Business Planning, Financial Forecasting and Investment Analysis

Treasury – Cash Management, Funding (Capital Raising) and Risk Management

Leadership – Self Awareness, Team Building and Strategy & Culture

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