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Anonymous Member
Anonymous
(Unemployed)
General background: We use Quickbooks. Our home currency is USD. We invoice clients in Euros, GBP, and USD. Sometimes our clients pay the invoices in other currencies, for example, client X is billed on Jan 31st in Euro and then they pay their invoice February 15th in GBP...
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Matus Porubsky
Title: Founder
Company: CFO.sk s.r.o.
(Founder at CFO.sk s.r.o.)
Does your company sales team's KPIs include collection related metrics, or you leave dealing with overdue receivables to the collection department and credit risk prevention (and then salespeople's bonuses do not depend on payment discipline of their clients)? I...
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Christie Jahn
Title: CFO
Company: Atlantic Wireless Communications
(CFO at Atlantic Wireless Communications)
In Jan 2014, as a result of Obama Care; employer paid health benefits will be taxable as a fringe benefit. I'm looking at it from the perspective of increased tax brackets possibly? Taxing people for something that is currently a benefit? I'm curious what your...
Anonymous Member
Anonymous
(Controller)
I am working on a performance appraisal for the AR clerk and I have to come up with goals for her position. She is in her late 50's and has little to no ambition to improve her position. She is responsible for our invoicing, which is very complex and requires a lot of...
Anonymous Member
Anonymous Member
Anonymous
(Human Resources )
We are creating an employee handbook from scratch. Any advice about things to include/ not include in the handbook? Advice for how to roll it out to employees?
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Charles Swan
Title: CFO
Company: The Virtual CFO
(CFO at The Virtual CFO)
I am finance director for a 2-day art show put on by our Rotary Club. What are the pros and cons of the various mobile payment systems out there?
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Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
More precisely, "as a CFO, how do you tell your CEO he or she is wrong about an important issue of strategy?"   This question was asked at a recent webinar, now available on-demand: "CFO to Chief Trusted Advisor: Earning that Role with Your CEO"...
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Samuel Dergel
Title: Director - Executive Search
Company: Stanton Chase International
LinkedIn Profile
(Director - Executive Search at Stanton Chase International)
The office and the role of the Chief Financial Officer continues to evolve. This evolution may cause apprehension in some seasoned CFOs. These experienced financial executives feel this way because, in part, they have worked very hard to get to where they are. They believe...
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Simon Westbrook
Title: CFO
Company: Aargo Inc.
( CFO at Aargo Inc.)
I am preparing K-1s for investor members of an LLC. The Company has losses for the year ended Dec 31, 2014, which are allocated proportionally to member interests. What restrictions, if any, are there on the ability of members to offset their allocated loss against other...
Anonymous Member
Anonymous
(Researcher)
Hi all, I am looking for an adviser cum facilitator for a 3-day CFO training program to be held in Asia. The program is designed for CFOs from corporates and will cover the technical as well as strategic aspects. Ideally a former CFO who could share the practical frameworks...
Anonymous Member
Anonymous
(Controller)
How do I kindly suggest to the owner of the business that he is too involved in small decisions, and get him to redirect his focus to larger and more meaningful items that typically an owner/founder would be concentrating on? His involvement in the minutiae means even small...
Anonymous Member
Anonymous
(owner)
A large multinational corportation is making a claim that I owe them money for servcies that they provided . They claim that I owe them over $6,000 dollars. I need to know what options I have. I feel that they should not be paid, as they failed to the job which...
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Chris Shumate
Title: Corporate Accountant
Company: Redline Contract Services, LLC
(Corporate Accountant at Redline Contract Services, LLC)
Are you on the board for a nonprofit, or have you been? If so, what KPIs are or were you most interested in knowing? Are there any leading or lagging measures that are most important to nonprofits?
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Event Questions
Title: Event Questions
Company: Proformative
(Event Questions at Proformative)
"Do you believe that CFOs must take on an assignment outside of Finance (close to the external customer) in order to better represent the forward-looking aspects of their role?"   This question was asked at a recent webinar, now available on-demand: "CFO...
Anonymous Member
Anonymous
(Tax Accountant)
I am a tax accountant in a non-profit health care company in Tennessee. I do not have my CPA which is not required for the position although it is valued. Two years ago my company realigned the salaries in the tax and finance departments and I was bumped up to an...
Anonymous Member
Anonymous
(Accounting )
I have recently been charged with creating an excel schedule for the purpose of measuring sales performance. I am feeling intimidated by the task as the majority of staff have much more advanced education than I hold. In my past life I measured performance in a retail...
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Jason Rollins
Title: VP Finance
Company: Virginia Clothing Company
(VP Finance at Virginia Clothing Company)
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Robert Kugel
Title: Senior Vice President
Company: Ventana Research
(Senior Vice President at Ventana Research)
Finance transformation refers to a longstanding objective: shifting the focus of CFOs and finance departments from transaction processing to more strategic, higher-value functions. Our upcoming Office of Finance benchmark research confirms that most organizations want their...
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Chris Shumate
Title: Corporate Accountant
Company: Redline Contract Services, LLC
(Corporate Accountant at Redline Contract Services, LLC)
Policies and procedures are important to all companies. A company can be sued for failing to operate within certain policies and procedures. A company can also open itself up to fraudulent activity if it fails to follow the policies and procedures it puts in place,...