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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 name, occupation, children names and ages under the guise of transition/relocation needs.
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, here's a few: ALT MB which would (our/there) "MUTE BOSS" CTL FFM which would...
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 get to the office, any suggestions on how to take advantage of that otherwise lost time?
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 and what did you tell them about you or about your next leadership roll?
Member's Profile
Joe Wallin
Title: Partner
Company: Davis Wright Tremaine
(Partner at Davis Wright Tremaine)
By Tabitha Creighton Finding capital for a startup can be as tough as any other part business and sometimes emotionally draining, since everyone seems to have an opinion on your concept. Borrowing money from a bank can be just as harrowing, however, borrowing money from...
Member's Profile
Doug Sleeter
Title: President
Company: The Sleeter Group, Inc.
(President at The Sleeter Group, Inc.)
  I had every intention of writing about how accountants can create a dynamic blog to build business for this month’s QuickBooks and Beyond post, but changed my mind. I just finished working with a fairly new client to help her improve her LinkedIn profile and...
Member's Profile
Jyoti Prakash
Title: Sr. Executive
Company: Stellar Data Recovery
(Sr. Executive at Stellar Data Recovery)
  By taking an initiative to develop an accounting software application like QuickBooks, Intuit has created a lot of buzz in the industry. Specifically designed for payroll management, sales, and inventory, the software has changed the entire accounting scenario. In...
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 my boss, and I know that my review is biased. This is because I put in discussions some...
Member's Profile
Ben Lamorte
Title: President
Company: OKRs.com
LinkedIn Profile
(President at OKRs.com)
The Problem CoolSoftware wasn’t hitting their revenue targets. The sales team felt dejected. So why was the marketing team out celebrating at an expensive marketing automation conference? It all started when the CEO appointed a new marketing VP to help...
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 with me any documentation on definitions and guidances related to this area. Thank you very...
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 them? If so, is there a way to get around that? Thanks
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 lgreenbtpartners [dot] com or send me a private message here if you prefer to respond privately...
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 positions requiring different skills so opinions on which is better for both would be great. I...
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 as a threshold for receipts?
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 "PERSONAL CAREER MARKETING PLAN" from USC, used in something called "Michigan Saves...
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 valuation from 8/31/13? Or will we have to reprice the new hire's options? Thanks for the...
Member's Profile
Ernie Humphrey
Title: Experienced Financial Professional & CEO
Company: 360 Thought Leadership Consulting
(Experienced Financial Professional & CEO at 360 Thought Leadership Consulting)
I had the opportunity to deliver a presentation focused on how to drive career success at a treasury and finance conference last week. One of the key components I identified for everyone to have in his or her toolbox for career success is effective communication.  I...
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 and working on it. but if someonah has already some tools on this, it would be great to...