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The run-up to the 2024 budgeting process begins with delivering fresh insights, proven methodologies, and peer collaboration planned for our Q3 Roundtable Series. And challenging orthodoxies of the budgeting process is one of the main themes. Here’s a brief outline on adaptive and innovative budgeting strategies that we’ll be discussing: • Exploring beyond traditional budgeting models and their ...

How CFOs Can Improve Top-line Forecasting Accuracy with a Basic Understanding of Selling & Sales Management Who is responsible for forecast accuracy? Regardless of the story that the cross-function forecast inputs tell, good or bad, CFOs “own it”. They’re the truth hunters situated at the top of the value chain. Marketing and the Sales function in particular share this responsibility, and they ...

How CFOs Can Improve Forecasting Accuracy with a Basic Understanding of Branding & Marketing Strategy Here’s a recurring scenario. Marketing has projected some sporty metrics for the demand generation campaigns they are implementing and Sales has rolled up their forecast predicting above plan results. But, CFOs, let’s just say the quiet part out loud. “How much should the numbers be de-risked?”

For CFOs, it has always been about enabling sustainable growth despite the orthodoxic focus on cost containment persisting on management agendas. Today’s CFOs are focused on the top line as much as the bottom. Over 75% of study responders are making double digit investment increases in marketing, sales, talent, and supportive technologies to scale their growth engines as they make the most of ...

Blog Post: No other C-Suite role has undergone more change than that of the CFO. Volatile economic conditions, rapid technological innovation, and shifting buyer behaviors have added pronounced complexity and more responsibilities to the growth management process. And these market forces overlay heavily on the “Job 1” aspects of the CFO’s role – that of transforming the finance function into a ...

While convincingly bullish on growth prospects despite prevailing economic uncertainties, they are not only investing heavily in growth enablers they are also investing in ways to optimize the finance function so they can shift their focus more to developing the strategies and process improvements necessary to assure a more robust and predictable growth trajectory longer term. More than half of ...

Capital providers or partners may have reference metrics based on historical performance (e.g. a multiple of EBITDA), but outside of hard asset valuation no transaction thesis is based on last year's earnings. Instead, it's about the belief and credibility to replicate and grow upon that historical foundation. So how is that belief and credibility established?

Financial leaders in small and midsized businesses (SMBs) have it tough. SMBs have it even tougher in that they don’t often have financial leaders. This is a post for CFOs, businesses under $100 million in revenue considering a CFO, and leaders who want more out of their

2023 Global Mid-Market CFO Sentiment Study reveals recessionary fears will not stop mid-market enterprises from investing to drive growth in 2023.

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