This case study of JonnyPops’ success highlights the unusual financial and operational strategies that enabled rapid expansion into a crowded and highly competitive frozen treat market. Wray’s strategies include: Advanced inv…
It’s financial planning time for 2023. Companies are challenged with forecasting through the unknown business cycle, dealing with a growing threat while navigating the process of analyzing an increasing quantity of data. To overcome…
Today, Stasia Washington is recognized as one of the “Most Influential Wealth Managers” by Los Angeles Business Journal. Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial…
The COVID-19 pandemic was arguably the most impactful black swan event of the last half-century and changed the way finance teams think about business continuity, risk management, and security. Suddenly, finance leaders were forced to rethink strategie…
When the 2020 COVID-19 pandemic hit, BlueShore Financial’s employees went remote overnight without skipping a beat. BlueShore Financial, a boutique financial institution with a unique vision was well poised for a seamless transition to r…
Giving Matters: Realizing the potential of a donor-advised fund (DAF) is a downloadable guide with key information to making the greatest possible impact with a DAF. From tax strategies that allow donors to give more generously, to advice on utilizing …
This report from Aberdeen shows you how. Request Free!
Big Four FaaS Market Study New data underscores the critical role that outsourcing plays in the overall finance and accounting market today. The global market for finance and accounting outsourcing — also sometimes referred to as Finance as a …
Automation is driving value creation and operational efficiencies into finance that can be a game-changer for some organizations. If finance leaders have remained doubtful that a digital transformation isn’t necessary in their operations, the pan…
A financial statement fraud can go on for 2 years before it is discovered. 22% of occupational fraud cases cause losses of more than $1,000,000. As a result, the SEC is getting tough on organizational accountability.Request Free!
