Finance

Refining Your Budget in the New Fiscal Year

The month of January is a busy one for finance professionals with a December 31 year-end - closing the books, board reporting, regulatory...

Quality Decks 101 - Communicating Your Budget

Last week, the article in our budget series covered selling your completed budget. In it, we suggested that you create a roadshow deck...

Budget Story Telling

Your leadership team has finally agreed on a budget for next year. You are close, but it is not quite time to declare victory. ...

Budget Negotiations

If you are a finance professional leading a budget exercise, chances are the bottom-up round submitted by your business lines won’t...

Initiative Prioritization

Investing in your business is the lifeblood of future growth. Most organizations have plenty of ideas about what investments will propel...

How to Tame Your Tech Budget

You’ve just rolled up your initial budget submissions, and your proposed technology budget is way off target. Ah yes, the joy of tech...

Budgeting in an Uncertain Economy

Most of us have by now experienced budgeting in an economic crisis. Think about the financial crisis, now over a decade ago, or the more...

Time to Start Budgeting

I know this sounds crazy, but if you are a finance professional in a company – whether publicly traded or not - now is the time to start...

10 Common Budget Pitfalls

Although many organizations have shifted to continuous forecasting, the once a year budget exercise is still a common practice. Creating...

Leadership from the Back Office

When a business reaches $100 million in revenues, business support functions must become business leadership functions.

Who’s Your Banker? Five Things to Consider When Selecting a Bank

The possibility of a bank failure may have you wondering if you are in business with the right banker. Not all banks are the same -- and...

Zero-Based Budgeting: Is Now the Time?

ZBB means that you start at zero and re-define your cost structure to support the business going forward.

Why Ignoring Your Business Support Functions Is a Bad Idea

A well-built back office can keep your growth sustainable and save you in times of uncertainty.