CFO 3.0 – Digital Transformation Beyond Financial Management

The finance function is evolving. Discover how trailblazing finance leaders are driving a digital-first agenda.

Financial Security
Business Processes

BEST PRACTICES FOR THE MONTH-END CLOSE ON ORACLE NETSUITE

Download your complimentary guide to learn from experts best practices to improve your month-end close for Oracle NetSuite!

Operational Accounting
Financial Security
Financial Technology

Five Tips for Building a SaaS Management Business Case

We created this guide to assist you in building a business case when selecting the the right Saas. In in it you’ll find five tips of how to approach creating a business case and an overview of business benefits you’ll want to consider in your analysis. While this guide is focused on SaaS management, the tips and approach can be leveraged for any initiative.

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Delivering secure financial services for your customers in the cloud

In this ebook, see how firms like yours incorporate a digital approach into all they do. Learn how to deliver exceptional online experiences that keep your customers happy and returning for more.

Financial Security

The State of Finance & Accounting Management for Midsize Companies

To better understand the state of finance and accounting management in the U.S. mid-market, BlackLine commissioned Gatepoint Research to survey 125 F&A executives between February and April 2020.

Operational Accounting

5 Agent Engagement Strategies to Raise Carrier Profit Margins

What can insurance carriers do to nurture and grow agent loyalty and relationships? This whitepaper covers 5 strategies for insurers to implement.

Financial Services

A Maturity Model for Global Statutory Reporting

How advanced is your global statutory reporting cycle? Use this maturity model to assess current capabilities and conceptualise the stages along the way to getting to the ideal state.

Business Processes
Human Resources

CFO’S GUIDE TO COMPENSATION BEST PRACTICES - 2020 EDITION

As the CFO of your organization, your job is to create long-term value by generating returns that exceed your investment decisions. However, the volatile markets and economic conditions looming in 2020 don’t make this easy. There’s one cost, however, that you can control: your compensation. When finance and HR work closely together to create collaborative strategies on your workforce, your organization can thrive in any scenario. This CFO guide to compensation can help you align your vision for finance with the mission of HR, so you both can create long-lasting value together.

Compensation & Benefits

Is your practice running you? Optimising your accounting practice through measured performance indicators

In this report we look at some traditional metrics used to measure performance within practices, and explain why they may not present the full picture required to remain competitive in today’s world. Based on the cultural shift mentioned above, we then suggest some new metrics that could not only provide a more accurate picture, but also encourage growth and prepare your practice for a successful future.

Operational Accounting

The Future of Audit

In our whitepaper, we try to answer some key questions; 1)What are some of the current challenges facing the audit sector? 2) What aspects must be considered to respond to pandemic-like situations strategically than the reactive stance that most auditors adopted? 3) How can the trust deficit be bridged with technology, given the recent set of audit failures? 4) How can audit planning and execution be made more effective, transparent and value-adding for all stakeholders involved?

Finance & Accounting

Compensation Dictionary

This is your crash course in the compensation language. Find all the terms you need to master any compensation conversation. You’ll be ‘comp’letely fluent in no time.

Learning & Talent Development
Human Resources

5 Best Practices for Preparing Data for Reports and Presentations

Key Takeaways - Performance reports and ad hoc analysis are critical to developing company strategies - securing finance's role as a business partner - Finance needs to be able to access, enrich, and apply data from across the enterprise in order to support informed decision-making - Modern tools for data preparation enable finance to create information-rich reports faster, easier, and on a repeatable basis

Business Processes

The Total Economic Impact™ of Aria Systems Supporting New Business Models and Growth

In a commissioned study conducted by Forrester Consulting on behalf of Aria Systems, Forrester held client interviews and built a composite financial model to represent the impact of Aria’s platform on their businesses. Download the full report to learn how Aria helped clients achieve the following three-year risk-adjusted economic impact an 19% Revenue uplift, 70% Improvement in dunning revenue recovery, and 90% Reduction in revenue leakage.

Financial Security

Mastering Compliance Accuracy: How to Develop an Impact Analysis for Global Indirect Tax Tech

This document outlines a best-practices approach that successful indirect tax automation evaluation projects take to build a straightforward and logical business case to justify a project to improve their global indirect tax function.

Operational Accounting

Process Excellence for Frictionless Finance - How Finance departments can optimize processes for the outcomes that matter

Download our eBook to find out how Process Mining can help different finance functions optimize their processes to achieve the outcomes they want

Business Processes

Litigation Management: Four Ways to Improve Your Approach

Four strategies that can guide companies’ litigation-prevention approaches.

Business Processes
Human Resources
Financial Services

Driving Finance Transformation

In this this whitepaper, uncover a business case and technology roadmap to accelerate change and help drive finance transformation within your organisation.

Marketing Technology
Financial Security

DOCUMENT AUTOMATION BUYER’S GUIDE

This guide identifies a few of the key features that should be included when considering a purchase of document automation software.

Operational Accounting

The Claim Game: Why expense reporting is broken (and how to fix it)

Discover how innovative new technologies are eliminating time-consuming manual processes while surfacing data and insights to make informed decisions that drive business growth.

Marketing Technology
Business Processes

How to Stop Payment Fraud with Financial Controls

Learn how organizations implement AP Automation to reduce payments fraud

Financial Security
Business Processes
Human Resources

SaaS Finance Leaders: 5 Steps to Drive Your Company from Early to Growth Stage

This e-book explains the five steps SaaS leaders can take to drive the business from early to growth stage

Business Processes

REDUCING THE RISK OF STATUTORY REPORTING

Regulation will not be simplified any time soon, so businesses need to raise the bar to ensure that their processes and technology enablers are robust and allow them to report with confidence.

Business Processes
Marketing Technology

Outcome Metrics

Find out which features in a financial system can help you be successful and discover how to monitor performance and link metrics to your mission

Business Processes

Making the case for eClose

There are many challenges associated with implementing eClose solutions, particularly for borrowers, loan teams, and settlement agents. In this ebook, you’ll learn what to expect, how to proactively work with these three groups, and our best practices for maximizing adoption.

Software

Is The Alternative Investment Market Addicted To Data?

The following insights, produced in association with Private Equity Wire, shine a light on how limited partners currently think about the data they receive from managers.

Business Processes

The Top 5 Reasons To Automate Sales Order Processing

Modern businesses are ditching the manual approach and automating their sales order processing. Here’s why.

Business Processes

How Many Eggs in a Venture Capitalist’s Dozen?

Investing intelligently in venture requires a very large portfolio to minimize the risk of loss and maximize the odds for outsized returns. We’ll show how the strategy of making many bets and spreading them widely is the surest way to thrive in venture investing.

Financial Services

Regulatory and Compliance Best Practices for Investment Reporting

Best practices for compliance reporting and how technology can help

Business Processes

What to Look for When Choosing a Payment Solution for NetSuite

In this guide, we’ll take you through what to look for when choosing a NetSuite payment solution.

Operational Accounting
Financial Technology

Ironclad Software Guide for Improved Operational Efficiency

Reduce risk, and increase productive with greater contract management insight and oversight

Business Processes
Operational Accounting

How Organizations Drive ROI Through Business Continuity Management

This report explores the foundational elements of BCM, how organizations can understand their level of BCM maturity, what it takes to develop a business continuity plan, why a Continuity Blueprint is an essential part of risk management and how to implement a BCM system that can produce a return on investment.

Business Processes

Open Banking – Reshaping Financial Services

Background and aims of the Payment Services Directive 2 (Directive 2015/2366), and the challenges of open banking

Business Processes

5 Best Practices for Preparing Data for Reports and Presentations

5 best practices for preparing financial data

Financial Security
Business Processes

2021 DCM Investor Survey

Discover how increasing market pressures and other industry influences have shaped investors’ asset class preferences, allocation plans and new expectations around due diligence, reporting, transparency and communication

Management Accounting
Financial Services

2019 Retail Banking Report

Reputation.com’s 2019 Retail Banking Report can be used by banks to uncover actionable insights that determine online reputation

Financial Services

How Parametric Insurance Helps Reduce the Total Cost of Risk

What is parametric Insurance and how can it help address risk exposures?

Financial Services

3 Critical Phases of Finance Transformation

Download the paper to learn about what phase of the evolution your business is and how to take your finance team to the next level.

Human Resources

The Agency CFO’s Guide to Modernizing Financial Management

Finance leaders can take steps along the modernization journey to deliver tangible results in months, not years

Financial Security

The Sales Leader Guide : HOW TO GET ALL YOUR SALES REPS TO PERFORM LIKE THE TOP 1%

FIND OUT HOW TO GET ALL YOUR SALES REPS TO PERFORM LIKE THE TOP 1%

Business Processes

The ABCs of Process Automation

Learn more about the process automation options that are available to you and how to use them in order to improve your finance and accounting operations

Operational Accounting
Business Processes

Achieving Effective IFRS 17 Reporting

This report focuses on the challenges associated with IFRS 17 reporting, and consider solutions to those challenges from the perspectives of accounting policy and technology implementation.

Financial Security
Financial Technology
Operational Accounting

2020 Buyer’s Guide

The ultimate guide to accounting and financial management software for financial services

Operational Accounting
Financial Security
Financial Technology

The Total Economic Impact™ Of Box’s Enterprise Content Management And Collaboration Platform

Box commissioned Forrester Consulting to conduct a Total Economic ImpactTM (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying Box’s enterprise content management (ECM) and collaboration platform. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Box on their organizations, to leverage enterprise content management and collaboration to win, serve, and retain customers.

Human Resources

What to Look for When Choosing a Payment Solution for NetSuite

In this guide, we’ll take you through what to look for when choosing a NetSuite payment solution.

Financial Technology

CFO Thought Leader: What Do You Wish Someone Had Told You at the Start of Your CFO Career?

Read this new eBook from CFO Thought Leader and sponsored by Workday to learn what 25 CFO thought leaders wish they had known at the beginning of their​ ...

Human Resources

Thrive in the Age of Digital Disruption

Finance & Accounting

12 Reasons You Should Stop Using Spreadsheets for Financial Reporting

In this ebook, we’ll share 12 reasons why you should stop using spreadsheets for financial reporting.

Management Accounting
Financial Security
Financial Technology
Operational Accounting

Sage 300 Construction and Real Estate

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CFOs: Architects of the Digital Boardroom

How CFOs lead an organisational digital transformation - and reap the rewards...

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10 Accounts Receivable Automation Tactics That Can Transform Your Business

Accounts receivable automation - Our top 10 list will help inform your view of what goes on behind the scenes when automation replaces manual work

Financial Technology
Financial Security
Operational Accounting

Five Must-Haves in a Cloud Financial Management System

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5 Ways Growing Companies Get Tripped Up by Sales Tax

5 ways growing companies get tripped up by sales tax. Some companies grow loudly, with splashy headlines and aggressive market trading. Others do it quietly​, ...

Operational Accounting

Digital Transformation for Professional Services Firms

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Managing exempt sales during the rise of ECONOMIC NEXUS

How economic nexus may impact your exempt sales and overall sales tax compliance picture, what details require special attention, and how to evaluate your supply chain and drop shipping relationships to understand how they influence sales tax obligations

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A New World of Financial Analysis

How finance leaders can tap into analytics to make business more efficient and predictable

Management Accounting

MAKING THE CASE FOR CLOUD-BASED MODELING APPLICATIONS

Financial Technology
Human Resources

5 Mistakes Professional Services Teams Make And How To Avoid Them

With growth comes challenges. We've identified five common mistakes seen within Professional Services teams, as well as practical strategies for avoiding them.

Financial Technology
Human Resources

The Service Leader’s Guide to Maximizing Utilization

How to maximize utilization— not just in the context of assigning resource targets, but also in optimizing utilization across internal and external resources

Financial Technology
Human Resources

How technology is transforming the Financial Services Industry

Read this eBook, to explore technology’s impact on the financial services industry and how you can successfully adapt.

Financial Security

10 Reasons Finance Works Better on The Salesforce Platform

Learn how you can perform real-time financial reporting, modeling and actionable analytics, gain complete visibility of your customers and projects

Financial Technology
Operational Accounting

FINANCING YOUR FUTURE?

4 key tax tips to help you secure investment.

Operational Accounting
Financial Services

Avoid Common Digital Transformation Pitfalls

Some of the most common risks, challenges and roadblocks that threaten to derail organizations from executing sweeping digital transformation projects

Human Resources

The Ultimate Guide to FinancialForce ERP

FinancialForce offers the leading customer-centric ERP, helping organizations rapidly translate demand into new revenue models, run more predictable...

Financial Technology

Best Western Premier Resort Cuts Monthly Close in Half, Saves 20 Hours a Week

A case study on Best Western Premier resorts using both Sage and Armanino to tackle it's challenges

Financial Technology
Operational Accounting

Eight Reasons for One Finance and HR System

Eight detailed reasons why bringing finance and HCM together is the better way to go.

Finance & Accounting

TRANSFORM YOUR WORKPLACE WITH GOTOMEETING

Increase productivity among workers w

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5 Signs You are Abusing Excel for Planning

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The Ultimate Guide to Financial Force PSA

The Ultimate Guide to FinancialForce PSA. Meet the #1 PSA solution. With services broadening and diversifying—from strictly professional services to managed...

Financial Technology

THE MODERN FACE OF COLLABORATION

Human Resources

A Guide to Buying Close Management Software

Top 10 Considerations for Midsize Companies when it comes to Close Management Software

Operational Accounting
Financial Security
Financial Technology

Best Practices for the MonthEnd Close on Oracle NetSuite

Learn from experts, the best practices to improve your month-end close for Oracle NetSuite!

Operational Accounting

12 Best Practices in Financial Planning & Analysis

12 Best Practice Principles that you can use to inspire your own Financial Planning &Analysis transformation

Management Accounting

The Definitive Guide to Effective Close Management

The month-end close for many accounting teams is a labor-intensive, reactive process. · Tips and recommendations for building the optimal accounting team · Best ...

Operational Accounting