We work our whole life to acquire things. Yet, when our physical being perishes we go empty handed. I guess that is what drives many of us to believe in an afterlife. When we die, our legacy in this life becomes the yardstick we are measured by.

Most of us hope our legacy includes being remembered as a giving person. My concept of a giving person is one who contributes more to society than they take. Undoubtedly, this is an imprecise definition, open to interpretation. “She was a giving person”, “He gave all of himself to the cause” or similar phrases are frequently used when people are being eulogized. To give something implies, we acquired or control whatever it is we are giving. Acquiring is pretty close to taking even if there is some type of exchange for it. Is “giving and taking” simply a zero-sum game?

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The impact of artificial intelligence (AI) on the finance and planning (FP&A) career is undeniable. AI has the potential to revolutionize the way FP&A professionals work, allowing them to focus more on high-value tasks and less on manual, time-consuming processes. In this article, we will explore how AI is changing the FP&A career, the benefits it offers to professionals, and the potential challenges to consider.

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Among the primary tasks of an analyst is to do a substantial evaluation of financial statements. In this free overview, we will break down one of the most important approaches, types, as well as approaches to financial analysis.

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Valuing a business is one of the most important tasks for business owners and yet, many business owners and their CFOs often have no idea of the true value of their company.

A business valuation determines the fair market value of the business, which is important for a variety of reasons including mergers and acquisitions, taxes, investment, and financing. Unfortunately, business owners and CFOs often rely on “back of the envelope” valuations that result in critical mistakes that will either under-value or over-value the business.

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Budgeting and Forecasting are integral components of financial management that involve estimating future financial performance and planning for resource allocation. High-impact budgeting and forecasting processes can help businesses achieve their goals, enhance their financial performance, and stay ahead of the competition.

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