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Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
Is it only me that finds being given a NDA from a Recruiter just a little bizarre. By the way, not only is the NDA poorly written, but they also are asking questions about spouse's...
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
I was having a drink with a fellow CFO and we got to the subject of Excel and what type of shortcuts we would want and what types our employees might want. We came up with several,...
Member's Profile
Ryan Miller
Title: CEO
Company: Miller Technologies, LLC
(CEO at Miller Technologies, LLC)
If you live in a city with good public transportation, I know you can probably get a lot of work done on your commute. But for those of us who have to drive 30 plus minutes a day to...
Anonymous Member
Anonymous
(Chief Accountant)
Hi all, I would like you to share your experiences on your first day on work when you becomed manager. How did you presented your self to your new team? What was your opening phrase...
Member's Profile
Mda Eu
Title: Manager
Company: NA
(Manager at NA)
I just got my yearly performance review at work, and the things didn't go very well. Some of it was positive, but a lot of it took me by surprise, and now I'm worried. I disagree with...
Member's Profile
Le Mai
Title: Officer
Company: Manufacturing Company
(Officer at Manufacturing Company)
We are thinking how to set up KPIs for assessment of financial statements in the process of business planning and business management for a manufacturing Company. Please kindly share...
Member's Profile
David Nassif
Title: Board Chair
Company: Patchwork Quilt
(Board Chair at Patchwork Quilt)
I help with a small non-profit with less than 10 employees. If we simply reimburse employees for their health care premiums on policies they themselves pay is that money taxable to...
Member's Profile
Len Green
Title: Performance Improvement Consultant and E..
Company: Management Consultant
(Performance Improvement Consultant and E.. at Management Consultant )
Does anyone have any recommendations on cloud based software for servicing consumer loans? If you have specific experience using the software, that would be helpful. Email me at...
Member's Profile
Anonymous

I have my thoughts on this but was curious what the group thought was better training to be CFO and/or controller? MBA or CPA or CMA or what? I recognize they are two different...
Member's Profile
Mariann Cumbo
Title: AR/AP Manager
Company: Clarke
(AR/AP Manager at Clarke)
Currently, we require our staff to submit receipts for expenses $50 and over. This is only when they are using their corporate purchasing/T&E card. What do other companies require...
Member's Profile
Scott Manson
Title: Consultant
Company: American Fuel Distributors LP
LinkedIn Profile
(Consultant at American Fuel Distributors LP)
We are a company of about 100 employees all in one state about 1/2 exempt and 1/2 not  Any recomendations on a good payroll software.
Member's Profile
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com)
Every so often this topic appears on Proformative, but is never really examined in depth. So I did a fast Google (love the all purpose word, noun, verb, adverb) and saw this "...
Member's Profile
John Pfeister
Title: CFO
Company: SmartShoot
(CFO at SmartShoot)
Hi, We want to grant options to a new hire on 9/10/14. We are receiving our new valuation, with a valuation date of 8/31/14, at the end of September. Are we allowed to use our old...
Anonymous Member
Anonymous
(account manager)
Hello, Can any one please provide any macros to get reports from microsoft dybamics into excel i.e. i am currently using macros to transfer txt file from microsoft dynamics into excel...
Anonymous Member
Anonymous
(owner)
A significant judgment was against me was awarded, resulting from an ugly dispute with a previous business partner. All this is now public record--including the unfounded allegations...
Member's Profile
Ahmed Almaghaslah
Title: system Analyst
Company: Saudi Aramco
(system Analyst at Saudi Aramco)
I am working in KPI management and I am looking for a tool that I can use to help me do the following: 1. Create and define new KPIs. 2. Tool should integrate with Databases such as...
Member's Profile
Kim Hall
Title: Consultant
Company: HWG, Inc.
(Consultant at HWG, Inc.)
One of my clients is establishing a collections group. They are on QB for the next 4 to 6 months. They need more functionality than is in the QB collections center. What is the next...
Member's Profile
Mary Schick
Title: CFO
Company: MiniCo Insurance Agency, LLC
(CFO at MiniCo Insurance Agency, LLC)
Has anyone had experience getting their data out of NetSuite to convert to another software package?  What problems did you run into?  How many years history could you get...
Anonymous Member
Anonymous
(Corporate Controller)
Our process for tracking capital projects, consists of an AFE form completed and approved, but no numbering system to tie to purchase requisitions. Our biggest expenditures are pieces...
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