Questions

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Event Questions
(Event Questions at Proformative)
  "Do you need to be a CPA or other certification to be a Financial Leader?" This question was asked at a recent webinar, now available on-demand: "What is...
Anonymous Member
Anonymous
(Finance Manager)
It has just come to my attention that reimbursing employees for their health insurance may not be allowed as of Jan 2014, can anyone confirm this for me? We have a few employees who...
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Krista Mann
(Vice President and Chief Financial Offic.. at Uptake Medical Corp)
This is a user subscription service focused on providing access to available Board and Advisory roles
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James Myers
(Director at FP&A Strategy Consulting)
In preparation for a webinar on Finance Productivity Hacks, I’m doing research on some of the low value add activities that are draining our precious time as Finance professionals. We...
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Wayne Spivak
(President & CFO at SBAConsulting.com)
An associate has a CFO client who needs mentoring. Please contact me thru the Proformative message system. Thx
Anonymous Member
Anonymous
(Business Operations Manager)
We created a budget in Excel file format and now want to upload in Quickbooks Online - does any one know a way to do it without having to enter the data manually? I called tech...
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Anonymous Member
Anonymous
(Sr. International Accountant)
Hi, my company was planning to go IPO last year, but got delayed and now we don't have a definite schedule on the IPO date. We have IPO reserve for about $4M booked to deferred...
Anonymous Member
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C Marie
(Owner at Self Employed)
I am a CPA accounting for a development project. The project will receive payments from the County Government for 20 years as an incentive to build their under a Brownfield Development...
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Regis Quirin
(Director of Finance at Gibney Anthony & Flaherty LLP)
I have heard of paying to expedite certain activities, i.e. obtaining a D&B number; but not to correct an error.  Does anyone have a similar experience?  
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Bryan Fritz
(Taoist Finance Officer at Howlett Farms)
The Proformative community is great because it allows us all to develop ourselves as human beings and finance professionals much faster than if we did it alone. There is so much...
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Wayne Spivak
(President & CFO at SBAConsulting.com)
Do you use them? When (what time of year)? Why (activity)? And where do you find them? Do you ever hire them full-time? And finally, what has been your overall experience?
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Christie Jahn
(CFO at Atlantic Wireless Communications)
I was reading an article on CFO.com regarding what the future of the CFO will look like. The article describes how as industry is becoming more global, regulated, competitive, and...
Anonymous Member
Anonymous
(Director)
We are looking into purchasing software to keep track of our stock ledger (we currently use excel). We have about 500 shareholders, 50 option holders, and there are about 100...
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Wayne Spivak
(President & CFO at SBAConsulting.com)
How do you keep tabs on the decision making on what is and isn't material? What litmus test or tests do you use? Are there different values for different possibilities?
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Mark Maness
(Partner at B2B CFO)
A service business (advertising) client of mine has been asked to obtain a performance bond. I am not familiar with this product and would appreciate an overview of the structure,...
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Lynn Fountain
(MBA CGMA CRMA, Past Chief Audit Executiv.. at Business Consultant)
Does anyone have any insight on how to manage age topics when applying for jobs? It seems once you are over 50 there may be some factors that are not necessarily openly discussed but...
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