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Financial Planning and Analysis Leaders are Failing to Deliver Higher Strategic Value
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Prophix Software findings from the survey, Defining the Evolution of FP&A: Benchmarks, Challenges & Opportunities highlighted room for improvement. The survey included feedback from over 300 FP&A leaders from all companies of all sizes across the globe. The survey was conducted to establish the maturity of analytics solutions across the globe, the effectiveness and efficiency of FP&A leaders’ planning processes, how companies are leveraging technology to improve FP&A processes, and to gauge internal perceptions relative to the value of FP&A.

Peter Chisambara

CFO Talk:  The Perils of Ignoring the Income Trap
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Welcome to the latest episode of “CFO Talk.” In this sequel to Do You Know What the Income Trap Is? Joe expands on the lessons he shared earlier with more examples to emphasize the perils of ignoring the income trap. In the sequel the wisdom of the balance sheet takes center stage and the nightmares of the Income Trap unfold. Host Steve Rosvold and guest Joe Connors, a premier banker on the U.S. West Coast, dive deep into the world where numbers aren’t just numbers—they’re the very lifelines of our businesses.

Joe Connors

Steve Rosvold

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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.

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Accounting

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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.

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Finance

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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.

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Treasury

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Self-Awareness - Internal.

Team Building - External.

Strategy & Culture – Motivate people to follow you.

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Leadership

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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