Podcasts about management reporting

No break for us at Digi-Tools in Accrual World, we we're back straight after Accountex to cover the biggest developments in accounting tech news and fintech innovation fresh off the back of Accountex 2025. Headlines: •TaxCalc acquires Engager in a bold play to power up its practice management suite. •Bright snaps up TimeKeeper to bolster its payroll game — targeting summer 2025 for full integration. •Capium 365 launches to support MTD ITSA, offering a simplified, client-facing bookkeeping tool. •FreeAgent drops multiple updates, including Find & Fix, Management Reporting, and AI-powered invoice capture via Jenesys. •Dwayne Jackson returns with a free CIS compliance app — smart move or Trojan horse? Or both? •QuickBooks introduces usage caps across plans — time to check your limits. •Rippling raises $450m, but the Deel lawsuit adds drama to their $16.8B valuation. •Xero launches Tap-to-Pay via Stripe — now your phone is your card reader.   We also recap our own Accountex circus antics, explore community feedback on our upcoming Digital Transformation Certification, and tease what's next for accountants looking to modernise.   Perfect for accountants, CFOs, and tech-curious bookkeepers looking to stay ahead of the curve.   00:00 Coming Up 01:05 Intro   09:27 App News 09:31 TaxCalc acquires Engager to boost practice management offering 14:10 Bright acquires TimeKeeper to enhance payroll offering 15:50 Capium launches Capium 365 to tackle MTD complexity 18:28 FreeAgent and Powdr partner on financial modelling for startups 18:57 FreeAgent integrates with Jenesys for AI-powered insights 19:16 FreeAgent unveils new features and AI partnership at Accountex 2025 21:04 KashFlow founder launches CIS compliance app 25:07 QuickBooks introduces usage limits across plans 26:39 Rippling raises $450m at $16.8bn valuation 29:34 Xero launches Tap to Pay for UK businesses      32:23 Close

Learn project management English in this lesson on reporting on progress of a project. >>> The post BEP 39c – English for Project Management: Reporting on Progress first appeared on Business English Pod :: Learn Business English Online.

In this episode of "This is Rural Health," we continue our special series featuring excerpts from the 2023 California State Rural Health Association (CSRHA) annual conference.In this episode, We hear from Alanna Bares, MD, MPH, from the Office of Environmental Health Hazard Assessment, and Yvette Nonato, MD, DPBRM, FPARM, from the Department of Pesticide Regulation. They shed light on the crucial topic of acute occupational pesticide-related illness (AOPI) in rural communities. They emphasize the importance of AOPI surveillance in preventing such illnesses and delve into agricultural safety resources essential for rural areas. The discussion covers basic definitions of pesticides, recognizing symptoms of pesticide illnesses, management, prevention, and the significance of reporting incidents. Drs. Nonato and Bares provide insights into the California Medical Supervision Program, which monitors individuals handling the most toxic pesticides. This informative conversation serves as a comprehensive guide for healthcare providers and community members alike in safeguarding against AOPI in rural settings.The CSRHA has been a go-to resource for rural healthcare and community leaders since 1995. The CSRHA brings an accumulation of actionable insights to the next generation of rural healthcare leaders. For more behind the scenes of this podcast follow @CSRHApodcast on Twitter or @csrha.advocate on Facebook.If you enjoy This Is Rural Health, we could use your support! Please consider leaving a 5-star rating and review, and share it with someone who needs to hear this!Learn more about the CSRHA at csrha.org.

Jeder kennt es, jedes Unternehmen will sofort damit arbeiten - generative KI. Frauke und Lukas wissen allerdings, dass KI Zeit, Vertrauen und die richtigen Use Cases braucht. In dieser Folge mit dabei: - Was sind wichtige Grundlagen der KI? - Wie führt man KI richtig ein? - Welche Grenzen hat KI? - Wie wird KI im Finanzbereich genutzt? - Wie schafft man Vertrauen und Akzeptanz? Lukas ist Director im Bereich Finance Transformation bei PwC Deutschland. Er kombiniert Controlling, Treasury mit EPM und D&A Kompetenzen und befähigt seit über 12 Jahren die Finanzabteilungen seiner Kunden datenbasierte Entscheidungen zu treffen. Sein Fokus liegt auf der ganzheitlichen Konzeption und Implementierung kundenindividueller Planungslösungen, Management Reporting und Analytics Anwendungen. Prof. Dr. Frauke Schleer-van Gellecom verfügt über mehr als 10 Jahre Erfahrung in der Nutzung und Implementierung von KI-Lösungen für datengetriebene und intelligente Unternehmenssteuerung. Insbesondere hat sie Predictive-Analytics-Lösungen für die Entscheidungsfindung in zahlreichen internationalen Unternehmen akzeleriert. Frauke hat im Bereich maschinelles Lernen promoviert, ist Honorarprofessorin an der Justus-Liebig-Universität Gießen für Decision Intelligence & Business Forecasting und Co-Leiterin der Arbeitsgruppe Digital Finance bei der Schmalenbach Gesellschaft.

In this discussion, Anthony Wilson and Brett Palmer discuss what good reporting looks like for Executives and Directors of organisations.Clearly there are regulatory requirements that Senior Management and Boards must meet and that must be supported by robust Risk Management reporting. The trick is always getting the balance right - too much detail is just as bad as too little.When reporting to these groups, materiality is key - the Board and the Executive need to be hearing about the Material risks, the effectiveness of the controls and progress on any actions.One of the biggest drivers for being effective with your reporting is to assist in key decision making. Armed with an effective and thorough risk assessment, decisions can be made about which opportunities to pursue, which projects to activate and which threats to treat.This is a great listen for those that find it a challenge to get their Risk Management reporting right or for those that want to benchmark their current reporting regime.Enjoy the discussion!Contact ABM Risk Partnership to optimise your risk management approach: email us: info@abmrisk.com.au Tweet us at @4RiskCme Visit our LinkedIn page https://www.linkedin.com/company/18394064/admin/ Thanks for listening to the show and please keep your guest suggestions coming!

Katharina und Matthias helfen ihren Kunden bei der PwC ihre Planung effizienter zu gestalten, die richtigen Tools auszuwählen und moderne Trends zu implementieren. Das kannst du aus dieser Folge mitnehmen: - Welche Trendthemen gibt es in der Planung? - Wie verbessert man Abläufe? - Welche Tools sind auf dem Markt stark vertreten? - Und welches Tool ist das richtige für mich? - Wie ändert generative KI die Planungswelt? Matthias unterstützt Kunden bei der Konzeption und Implementierung von Unternehmensplanungs- und Simulationssystemen, Management Reporting und Business Intelligence sowie Advanced Analytics-Systemen. Matthias war Teil zahlreicher Transformationsprojekten und verfügt über Erfahrung in allen Projektphasen von der Geschäftskonzeption über die Umsetzung bis hin zum Go-Live. Katharina ist Associate bei PwC im Bereich Data & Analytics. Zusammen mit ihren Kollegen hilft sie ihren Kunden dabei, deren Planungsprozess zu automatisieren. Dabei arbeitet sie an flexiblen Applikationen mit SAP-Tools, im Besonderen der SAP Analytics Cloud, damit sich der Kunde voll auf die Planung konzentrieren kann, anstatt sich mit aufwendigen Prozessen rund um die eigentliche Planung zu beschäftigen.

Viele Unternehmen sehen die ESG Vorgaben aus Brüssel als nervigen Zwang. Jens hilft Kunden, die diese Zahlen nutzen wollen, um ihre Arbeitsweise effektiver zu gestalten. Was du in dieser Folge erfährst: - Wie nutzt man ESG Analytics strategisch? - Welche Probleme verursachen die Regularien? - Wie kann man abteilungsübergreifend damit arbeiten? - Wie kompetent sind Unternehmen mit ESG? - Wie lange wird es dauern, den Reifegrad zu steigern? Jens Siebertz ist Senior Vice President des INFORM DataLab und Mitglied der Geschäftsleitung der international tätigen INFORM GmbH. Seit 2003 beschäftigt er sich dort mit den Themenschwerpunkten Datenwertschöpfung, Business Intelligence, Management Reporting, Data Analytics und Controlling.

Henry Svendblad, Chief Technology Officer at Company Nurse, explains why risk management technology is more important than ever. By investing in the right digital technology it ensures processes are simple to manage and effective. He describes digital empathy and its relational to risk technology solutions. Digital empathy creates an enhanced user experience as well as delivering timely and secure data to the risk manager. He provides six process that can be streamlined by Risk Management technology: Digital self reporting systems. Claim intake Hazard reporting User Alerts that warn teams of potential accidents that fall under their jurisdiction Anonymous Reporting Mitigate the risk of substance misuse He also answers, how organizations evaluate the tools that are most important for their workplace, and then implement these tools.

When it comes to running your dental practice, there are many things you can do to get a pulse of how your practice is running. One of those is by looking at specific reports. In this episode of Beyond Bitewings, the Edwards and Associates team is joined by Nancy Kagan, COO of Rosen Summit Dental Advisors to discuss the biggest mistakes she sees dental practice owners make, and what reports you should be looking at on a daily basis, no matter which software you use. They also talk about the basic information some of these reports can tell you, for example, an adjustment report can shine a light on potentially fraudulent activity in your practice.  She also talks about why sometimes things may look suspicious, but it may not be fraudulent activity. Instead, it may just be a lack of training for those who need to view the reports on a daily basis.  They also talk about why looking at your outstanding claims report on a consistent basis can be valuable. It's important to not just look at what claims are being submitted, but specifically, which ones are being resubmitted, and why you need to be careful about this. The other major report they talk about is the patient retention report. If new patients are coming in, that's great. However, are you looking at how many of them cancel their first appointment and never come back, or those that don't come in after one appointment. Nancy also discusses some red flags that you should look for in your practice. Reports should never be a secret, and if anyone is having an issue with you pulling reports on a consistent basis, that may be a sign they're trying to hide something.  If you have specific questions about this or would you like to reach Nancy, you can find out more at:https://rsdentaladvisors.com ( https://rsdentaladvisors.com), or contact her directly by email:  nkagan@rsadvisors.com or phone: 781.724.7975. If you have specific questions about your reporting or if you'd like to have another question answered on a future podcast, pleasehttp://www.eandassociates.com/ ( reach out to the Edwards & Associates team).

Part 2 of our chapter one guidance on project management reporting.

Part 1 of our chapter one guidance on project management reporting.

Ben, Ute und Kai sprechen über professionelles Management Reporting, die Controlling-Organisationsstruktur bei Dräger und darüber, wie man mit aktuellen und zukünftigen Herausforderungen wie Logistik-Kosten, Inflationsrate und Covid, am besten umgeht. Das kannst du aus dieser Folge für dich mitnehmen: - Welche Organisationsstrukturen gibt es bei Dräger? - Wie enable ich eine Organisation zu gelebtem Self Service BI? - Welche Entwicklung wird das Controlling in ONE Finance Welten durchlaufen? - Wie gehe ich am besten mit aktuellen Herausforderungen wie Covid oder der Inflationsrate um? - Wie stelle ich einen Planungsprozess so um, dass ich flexibel und schnell weiß, wo ich eigentlich stehe? Ben ist bei Dräger für den Bereich Cost Accounting & Management Reporting verantwortlich. Der Fokus seiner Arbeit liegt darauf, die Digitalisierung im Management Reporting voranzutreiben, z.B. Reportingprozesse und -systeme zusammenzuführen und echten BI Self Service zur Verfügung zu stellen.

Gigi's implementation expertise spans Oracle Financial Consolidation & Close (FCCS), Account Reconciliations, Management Reporting, and Smart View. She has completed full lifecycle Oracle EPM implementation experience across a variety of industries. Gigi joined EPMI from the hospitality industry and her client experience shines through her work! Gigi ensures her clients' goals and cross-functional requirements are translated into their EPM applications.

Camping season is upon us! The crew asks Kelly Davis, Director of Research for the Outdoor Industry Association, how she works with the office of finance and what outdoor trends she's seeing. Then Steve and Catherine sneak in questions about skiing, and it's all downhill from there. Listen in:

Ralph, Jens und Kai sprechen über die Relevanz von ESG Dashboards in Unternehmen, die größten Herausforderungen von Nachhaltigkeits-KPIs und welche Rolle Finance dabei spielt. Das erfährst du in dieser Folge: - Warum müssen sich Unternehmen mit dem Thema Nachhaltigkeit & ESG beschäftigen? - Ist ESG alleiniges Finance-Thema? - Wo liegen die größten Herausforderungen bei Nachhaltigkeits-Kennzahlen und wie kann man diesen begegnen? - Was ist der Unterschied zwischen ESG KPIs und anderen KPIs? - Worauf muss das Kennzahlen-System aufbauen? - Mit welchen Maßnahmen kann man gleich zu Beginn Erfolg erzielen? Lessons Learned: - Orientiere dich an den ESG-Kriterien und schaffe Steuerung. - Brich die beeinflussenden Faktoren der zentralen Steuerungsgrößen, an denen man gemessen wird, runter. - Identifiziere Big Player und integriere die Erkenntnisse in das Management Reporting. - Betrachte das Ausmaß des Impacts mit Hilfe eines ROI-Kennzahlenbaums. - Versuche nicht perfekt zu sein, sondern setze dir kleine Ziele, die du nach und nach angehst. - Schaffe intrinsische Motivation bei deinen Mitarbeiter:innen und stoße eine Bewegung im Unternehmen an, indem du mit gutem Beispiel vorangehst. Ralph ist Digital Native seit Commodore C64 und ein Early Adopter von MS-Excel, nachdem es Microsoft als Ersatz für MS-Multiplan auf den Markt gebracht hat. Neugier war bei KPMG seit dieser Anfangszeit immer sein Kompass, daher ist er heute Experte für SAP S/4 Finance, SAP Analytics Cloud (SAC), Microsoft Power BI und BOARD Planning Software. Aber Finanzsysteme sind nur ein Teil seiner Erfahrung. Als KPMG DE Finance Director ist er für viele andere Finance-Aufgaben wie Strategy, Planning, Processes, Operations, Reporting, Analysis, Advice & Change verantwortlich. Während seiner Laufbahn hat er auch internationale Führungserfahrung gesammelt. Von 2007 bis 2012 verantwortete er das European Corporate Controlling Team von KPMG ELLP. Er ist stolz auf seinen Werdegang, denn er glaubt, es gibt sicher nicht viele Finance Professionals, die von sich sagen können, dass sie bereits als junger Finance-Mitarbeiter an der Einführung von SAP R/2 (1992) mitgewirkt haben, später Verantwortung als Manager in einer SAP R/3 Transformation (1998) übernommen haben und schließlich als Director eine SAP S/4 Finance Transformation (2018) konzipiert und durchgeführt haben. Alles in einem Unternehmen, aber in einem sich ständig ändernden Umfeld.

In this episode of the Prime Resources Podcast, BDR Financial Coach Brittany Baimbridge shares what it means to think like a CFO. You don't have to be in the Fortune 500 to apply the same thought processes as a Chief Financial Officer to your company. Tune in to learn how you can fine-tune your financial and management reports and utilize them as strategic, decision-making tools. (01:57) - Brittany's industry background(03:37) - What does it mean to think like a CFO?(06:00) - Who in a company needs to think like a CFO?(07:38) - Sharing the "why" of financial data collection and reporting(09:15) - Examples of financial reporting(10:28) - What is needed to generate financial reporting(15:12) - Having the end in mind with reporting(18:20) - Elements of a financial closing process(25:02) - The power of checklists(27:09) - How to utilize financial reporting(28:56) - What is management reporting?(34:00) - Capturing opportunity with management reporting(35:00) - Examples of management reporting(39:00) - The partnership of financial and management reporting(42:11) - Focusing your management reporting on what's most important

Die Weidmüller GmbH & Co. KG unterstützt Kunden weltweit mit Produkten, Lösungen und Services im industriellen Umfeld von Energie, Signalen und Daten. Als Leiter Business Intelligence bei Weidmüller ist Bernd Hendan verantwortlich für die Informationssysteme im Controlling. Im Interview mit Peter Bluhm erläutert er, wie das Management-Reporting bei Weidmüller organisiert ist und welche konkreten Herausforderungen in Zukunft anstehen. Link zum Management & Controlling Kongress: https://www.mancon-kongress.de/ Der Performance Manager Podcast ist der erste und einzige deutschsprachige Podcast für Business Intelligence und Performance Management. Controller und CFO erhalten hier Inspirationen, Know-how und Impulse für die berufliche und persönliche Weiterentwicklung. Weitere Informationen zu Peter Bluhm, dem Macher des Podcast, finden Sie hier: https://www.atvisio.de/unternehmen/ Unsere Bitte: Wenn Ihnen diese Folge gefallen hat, hinterlassen Sie uns bitte eine 5-Sterne-Bewertung, ein Feedback auf iTunes und abonnieren diesen Podcast. Zeitinvestition: Maximal ein bis zwei Minuten. Dadurch helfen Sie uns, den Podcast immer weiter zu verbessern und Ihnen die Inhalte zu liefern, die Sie sich wünschen. Herzlichen Dank an dieser Stelle!  Sie sind ein Fan unseres Podcast? Sie finden uns auch auf diesen Kanälen: Exklusive Xing-Gruppe zum Podcast: https://bit.ly/3eKubH6 Exklusive LinkedIn-Gruppe zum Podcast: https://bit.ly/2zp6q7j Peter Bluhm auf LinkedIn: https://bit.ly/2x0WhwN Peter Bluhm auf Xing: https://bit.ly/2Kkxhne Webseite: https://atvisio.de/podcast Facebook: https://www.facebook.com/ATVISIO/ Twitter: https://twitter.com/atvisio Instagram: https://bit.ly/2KlhyEi Apple Podcast:  https://apple.co/2RUMwaK Soundcloud: https://soundcloud.com/atvisio

This week we discuss the current state of management reporting and how it has moved on over the past decade or so.The world has moved on from flat, static reports in SQL Reporting Services and self-service reporting is becoming easier, but what about the perception of self service?  We often see that senior executives see self service as difficult and time-consuming, which with modern tools such as Power BI or Tableau, it needn't be.The breadth of what is required has grown too - from financials to sales and inventory and broader information from social media and other external data sources.Finally the questions being asked of the data have become more mature - moving from simply what happened to why it happened and what will happen.As a result, management reporting is turning into more of an application that a traditional report - from a read only report, we are writing back narratives and context.  This comes with its own data management challenges and businesses need to start asking how long that keeps having business value.For more information on snapshots in Power BI, take a look at this.You can download Power BI Desktop from here.If you already use Power BI, or are considering it, we strongly recommend you join your local Power BI user group here.To find out more about our services and the help we can offer, contact us at one of the websites below:UK and Europe: https://www.clearlycloudy.co.uk/North America: https://www.clearlysolutions.net/

This "Brexit Musing" episode features Matthew Bock, Partner at MIDDLETON SHRULL & BOCK, LLC and Amy Moore, Principal at CLIFTONLARSONALLEN (CLA) as they 'muse' about the possibilities of a deal or no-deal Brexit and its impact on your customs and trade experience, as well as your supply chain. Additionally, they suggest mitigation plans and how your business can best prepare for the coming of the new year Post-Brexit.Matthew Bock is a Partner at MIDDLETON SHRULL & BOCK, LLC, where he is exclusively committed to representing clients in all aspects of customs and international trade law and import/export regulatory compliance.  Matthew was previously a member of a customs and international trade law firm in Dallas, TX, and Ernst and Young's Global Trade practice in Dallas and Houston, TX.Matthew earned his juris doctorate degree from Loyola Law School, Los Angeles, and a master of laws degree (LL.M.) in International Economic Law from the University of London – School Of Oriental and African Studies (SOAS).  Matthew also obtained a bachelor's degree in Multinational Business Operations from Florida State University.Matthew is a licensed customs broker and is admitted to practice law in Massachusetts, New York and the U.S. Court of International Trade.Matthew is on the Board of Directors and is the Secretary of the New England chapter of the National Defense Industrial Association (NDIA), and is also on the Board of Directors of the Coalition of New England Companies for Trade (CONECT).Amy Moore, Principal, leads the Global Concierge practice for CLIFTONLARSONALLEN with more than 20 years of experience. Amy brings a wealth of experience to help companies to expand or grow their operations into the United States in an efficient and effective manner.She began her career at Arthur Andersen leaving as a manager, where her focus was in the Audit of Technology, Life Science and Financial Services Companies. She was apart of three IPO's during her time at Andersen. She then spent 7 years in private industry working as the AVP of Management Reporting at an International Finance and Insurance Company. In this role, she worked with the CFO and COO on both buy and sell side transactions, and played a critical role of the integration process. as well as building out the Management Reporting Framework. This framework was critical in managing real time results and was critical in the IPO process when the US subsidiary was transitioned out of the broader umbrella. In addition, she lead up the integration of numerous acquisitions, focusing on the accounting, operational and technical integrations. From there, she joined a rapidly growing Professional Services Firm as its CFO which was expanding its footprint both domestically and internationally. This role included Accounting and Finance, HR, Legal, IT and Marketing. Throughout her tenure, the company more than doubled in size, footprint and revenues, while maintaining and growing the profit margin. During this time she worked to build out a scalable right size infrastructure.

CA. Ankit Agrawal - Head Business Finance - Group Apparel & MTM Business at Raymond Chartered Accountant with 16 years of comprehensive experience in the areas of Corporate Finance, Accounting, Statutory and Management Reporting, Taxation, Audit, Strategy formulation, Business Finance, Commercial & Controlling Well diversified ex https://www.linkedin.com/in/anuragsingal/

Das Controller Magazin ist das meistgelesene Fachmagazin für Controller in Deutschland. Es bietet kompetent recherchierte und aufbereitete Fachinformationen, Trends und Entwicklungen für den Controller-Alltag: von Planung über Budgetierung und Forecast bis zu Management Reporting - mit praktischen Beispielen aus unterschiedlichen Branchen, die Ihnen bei konkreten Aufgabenstellungen helfen. Wir sprechen mit dem Herausgeber und Chefredakteur Conrad Günter. Unter anderem diskutieren wir, welchen Beitrag das Magazin in der Controller Community leistet? Was sind aktuell die Schwerpunkte? Welche Herausforderungen ergeben sich für das Magazin in der Zukunft?   Der Performance Manager Podcast ist der erste deutschsprachige Podcast für Business Intelligence und Performance Management. Controller und CFO erhalten hier Inspirationen, Know-how und Impulse für die berufliche und persönliche Weiterentwicklung. Weitere Informationen zu den Machern des Performance Manager Podcast, Peter Bluhm und Alexander Küpper, finden Sie hier: http://bit.ly/2u11IW5 Unsere Bitte: Wenn Ihnen diese Folge gefallen hat, hinterlassen Sie uns bitte eine 5-Sterne-Bewertung, ein Feedback auf iTunes und abonnieren diesen Podcast. Zeitinvestition: Maximal ein bis zwei Minuten. Dadurch helfen Sie uns, den Podcast immer weiter zu verbessern und Ihnen die Inhalte zu liefern, die Sie sich wünschen. Herzlichen Dank an dieser Stelle! Sie sind ein Fan von unserem Podcast? Sie finden uns auch auf diesen Kanälen: Facebook: https://www.facebook.com/ATVISIO/ Twitter: https://twitter.com/atvisio Instagram: https://www.instagram.com/performancemanagerpodcast/ Xing: https://www.xing.com/profile/Peter_Bluhm Xing: https://www.xing.com/profile/Alexander_Kuepper/ iTunes: https://itunes.apple.com/de/podcast/der-performance-manager-podcast/id1202698232?mt=2 Soundcloud: https://soundcloud.com/atvisio Webseite: https://atvisio.de/pm-podcast

In episode 114 of Financially Simple, Justin begins to look at the process of building Operations for Maximum Growth. To effect growth in your Business, having well managed Operating Systems is a must no matter how big or small the company - even the smallest improvement to the management of a process will yield positive results. Justin goes over the various elements of Operations management and their systems. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! ARTICLE TRANSCRIPT: BLOG: Operational Steps Service-Based Businesses Should Take   TIME INDEX: 00:46 - The Operating Elements of a Service Business 01:14 - What is a Service Business? 01:56 - The Master Blueprint 03:29 - Design & Engineering 05:09 - Account and Order Management 06:10 - Project and Production Management 06:56 - Procurement 07:48 - Materials and Inventory Management 08:42 - Facilities Management 09:11 - Tools and Tech 09:45 - Resourcing 10:56 - Quality and Risk Management 11:59 - Field Operations 12:40 - Distribution 13:44 - Packaging 14:05 - Work on Your Business, Not in Your Business 15:43 - Managerial Systems 16:40 - Customer Service 19:11 - Management Reporting 19:49 - Master Data 20:23 - IT 21:05 - Talent Training 21:20 - Closing   USEFUL LINKS: Financially Simple Financially Simple on YouTube Financially Simple on Facebook Financially Simple on Twitter ________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Too often accounting systems are set up to benefit the accountant but it's imperative that you get your system providing you with management reports so you can make informed decisions about your business.In this episode Amanda talks about a simple way you can tweak your reporting to give you a detailed level of reporting to gauge profitability over several different revenue streams in your business.

Successful nonprofits understand that in order to create a stable, sustainable organization capable of filling its missions for years to come, that it must earn a profit.  Nonprofits are businesses just like for profits.  One major difference is that a portion of a nonprofits profits are reinvested into achieving its mission.  That mission is about making the world a better place.  Successful nonprofits are nimble and think entrepreneurially. Steve Breitman is a CFO with a CEO perspective.  His hands-on work in operations sets him apart from traditional accountants.  He understands how business “really” works.  Steve can tell you not just what the bottom line is, but why and show you how to use the information to grow your business. Steve trained as a CPA and has 28+ years of accounting, financial and operational management experience.  He graduated from the University of Texas at Austin, Magna Cum Laude, with a BBA in Accounting.  Steve's career path led him to work in public accounting and to hold a variety of management positions including CFO, Regional Controller, Corporate Director of Management Reporting, Executive Director and Regional Manager.  He had management responsibility for 6 business sites with 175 employees and $20 million in revenue as well as reporting responsibility for 25 business sites with $120 million in revenue. Steve gives back to the community by volunteering his time.  In the recent past he served as a Board Member of the Better Business Bureau and was on the Finance Committee of the Better Business Bureau Foundation. Learn more about your ad choices. Visit megaphone.fm/adchoices

As an experiment, back in February, I thought I would try using the LinkedIn "Create an Article" feature, to see how it compared to just posting to LinkedIn from my own blog. I can confidently report that the test was a huge failure. Anyone thinking of using LinkedIn's "Create an Article" feature... don't, it gets almost no traffic at all. But I did like the Article, and hardly anybody saw it, so I thought I would re-post it here on the good ole reliable blog. A while back I wrote a post called "Dynamics 365 – Are you Reporting or Engaging?" In that post I suggested some "Signs" that indicate you may not be using Dynamics 365 for its intended purpose, and therefore not benefiting from its full potential. A few people reached out and asked me to "unpack" why the "Signs" I mentioned would indicate this. So here is the list, with some comments added: A Large Number of fields have been set as required. Certainly there are reasons why certain information may be necessary, but I often see many fields set as required. In actual use, a Seller is in a discovery process with a customer, it may take a few touches to gather data, if you have made a field required on a Lead for example, and your seller is not able to obtain that information yet, a record cannot be saved. This often leads to the creation of dummy data just to be able to save a record. Dummy data is for dummies. Some data may indeed be necessary for an Opportunity for your business, critical information that must be captured before an Opportunity can be "Won", but as a required field, you are expecting the Seller to have collected this information before they can even save a new Opportunity record. Forcing your sellers to collect required information from the jump is not realistic and just leads to poor adoption. A better way might be to build a simple workflow triggered on "Qualify" for a Lead, or "Won" for an Opportunity, that checks certain fields for data, and prevents the action if those fields do not contain data. This way your Sellers are not blocked from "working" on deals as they move them towards a conclusion. Your sales team, “Checks in” periodically to update records. If your Sellers are checking into Dynamics 365 every now and then, you have obviously failed to provide an experience that helps them do their job. The effort is overloaded on Analytics. Most Analytics efforts we see are for managers. Even when a Seller dashboard is created, too often it is overloaded with where the Seller is failing against their peers or some KPI. Rarely do I see anything built to actually help the Seller. Bad sellers might be motivated by fear, good sellers are motivated by success. Give them the analytics they want to succeed. You have a deployed a large number of email “Alerts. This is related to a point above, and is a clear indication that your Sellers are not using Dynamics 365. This led to your deploying a system of alerts to email them when things are happening in Dynamics 365, so they can go and "Check in". If you had done this right in the first place, they would already be using Dynamics 365, and would not need all of these alert emails. Underestimating the intelligence of the Sales Team. One thing I hear often from customers is that they think their sellers are not smart enough to use Dynamics 365. This often leads to trying to build a platform that a child could use. Of course these same sellers have no challenges using other software platforms, like LinkedIn for example, to look for an employer who does not assume they are morons. Highest priority was Management Reporting. Too many deployments put the "cart before the horse", and the Phase One is building all of the components necessary to report on everything. For Phase Two, they attempt to layer seller capabilities on top of this big reporting foundation. This is the number one cause of failure to adopt any Customer Engagement platform from any vendor. I know there are also many more "Signs", these were just ones that popped into my mind immediately when I wrote that post, I would love to hear more "Signs" that a Dynamics 365 deployment is heading down a path to failure. Please share in the comments!

Want an accurate, real-time indication of how your projects are performing ahead or behind tasks? Earned Value Management is a common framework for tracking projects over time, adjusting for their scope, time, and cost.

Discover both the art and science of modern analytics, and learn from innovators and experts in analytics and other areas of interest. Take the analytics journey and learn how to find new patterns at a glance, blend any data with a click, and share insights as a visual story.

Sie erfahren wie Sie in 7 Schritten ein solches Management Reporting System gemeinsam mit dem Fachbereich erfolgreich einführen können. Folgende Aspekte werden in der Podcast-Folge besprochen: * Was ist ein Management Reporting System? [00:00:40] * Aufbau von Management Reporting Systemen in 3 Schichten [00:03:00] * 7 Schritte zur Einführung von Management Reporting Systemen [00:08:30] * Vorteile des 7-schrittigen Vorgehens zur Einführung von Management Reportings [00:17:30] Alle Shownotes mit Details zu dieser Podcast Folge und dem Transkript sowie weiterführende Links finden Sie wie immer unter www.cio-podcast.de/cio014

Rene Thomas Folse, JD, Ph.D.is the host for this edition which reports on the following news stories. Court of Appeal Clarifies "Medical Necessity" in Discipline Case Against Chiropractor. Louisiana Lawmakers Target Work Comp Claims in California For Saints Football Team. San Jose Man Arrested, Charged with Felony Workers' Compensation Insurance Fraud. Workers' Comp Billboards Fuel Political Campaign Debate. Employers Direct Changes Name to PacificComp. Montebello Police Officers' Lawsuit Dropped With Agreement to Pay Work Comp Claims. Claims Adjuster Hector Porrata Pleads Guilty. Judge Pamela Foust to Speak at Association of Hearing Representatives of California Friday Luncheon. Zenith Announces Craig Thomson to Lead Non-Workers' Compensation Property and Casualty Operations. Employers Promotes Barbara Giannini to Vice President of Strategy and Management Reporting.

Discover both the art and science of modern analytics, and learn from innovators and experts in analytics and other areas of interest. Take the analytics journey and learn how to find new patterns at a glance, blend any data with a click, and share insights as a visual story.