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Strategy and Operations
Explore best practices for strategic business planning and learn to plan for anything—using budgeting and forecasting, reporting, workforce planning, revenue planning, cash flow optimization, financial close and more in FP&A.

Are You Getting ROI on Your IT Investments?
Tom Seegmiller
September 21, 2022
Determining the ROI on IT investments guides you toward the most worthwhile projects while ...

The Ins and Outs of Trend Analysis in Finance
Tom Seegmiller
September 20, 2022
Trend analysis in finance is a business strategy used for budgeting, planning and forecasting based ...

5 Strategic Workforce Planning Best Practices To Recession-Proof Your Business
Lisa Van de Ven
July 28, 2022
Is your business preparing for a possible recession? These strategic workforce planning best ...

3 Oscar Movies That Could Have Benefited From Better Strategic Planning --and One That Got It Right
Truman Tang
February 10, 2022
Read about 3 Oscar-nominated movies that got strategic planning wrong - ÔøΩand one that didn't.

From Series A to IPO: How SaaS Businesses Can Grow Quickly by Applying the Right Metrics
Rishi Grover
January 28, 2022
Learn how as a SaaS CFO you can grow your SaaS business quickly with the right financial metrics, ...

What Finance Teams Need to Know About Business Continuity Planning
Evan Webster
December 8, 2021
We discuss the essential considerations for finance teams to consider when it comes to business ...

How To Run an Effective Budgeting Process in 11 Steps
Tom Seegmiller
November 1, 2021
Are you ready to complete your budget for next fiscal year? You should look to operationalize the ...

How To Overcome 6 Horrors of Financial Reporting
Muneerah Kanji
October 28, 2021
When it comes to financial reporting, the horrors are real. Nightmarish realities, such as ...

How To Eliminate "Shadow Accounting" With a More Reliable Incentive Compensation Process
Evan Webster
July 28, 2021
Shadow accounting - ÔøΩi.e. sales reps tracking incentive compensation on their own - ÔøΩcan really ...

How To Build the Ultimate Business Planning Playbook
Jonathan Paul
July 5, 2021
Key takeaways from one of our talks at Vena Nation week, The Ultimate Business Planning Playbook.

LTV:CAC Ratio: SaaS Finance Leader's Guide To Measuring Marketing & Sales Efficiency
Evan Webster
June 11, 2021
Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC) are crucial KPIs for SaaS finance ...

Out of the Playoffs? 3 Offseason Planning Tips for Finance Teams in Professional Sports
Evan Webster
June 3, 2021
For the sports teams who have had their title dreams shattered this year, it's time to start ...