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Member's Profile
Wayne Spivak
(President & CFO at SBAConsulting.com)
A recent article in CFO.com talks about CFO's and their lack of Project Management skills. "Yet CFOs rarely understand project management as a role, a profession, or an organizational competency that enables delivery of strategic initiatives." said Mark...
Anonymous Member
Anonymous
(Operations Manager)
Proformative, I am currently working on a cash waterfall but am running into some trouble with respect to our contracts. Unlike many SaaS companies that have Monthly Recurring Revenue, our contracts are spread out on a quarterly basis, making it a bit harder to forecast in...
Member's Profile
Lou Childs
(Director, Marketing and Communications at AOC Solutions)
What makes you crazy about the Accounts Payable process in your organization? What are your blue sky ideas for improving AP and accounts payable software.
Member's Profile
Chris Shumate
(Corporate Accountant at Empire Corporation of Tennessee, Inc.)
There are many paths to the CFO seat. But what seems to be the best path? What path did you take to get to the CFO seat? Even if you're not in that seat now, or have never sat in it, what path are you taking to get there?
Member's Profile
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 experience in this network of professionals to share with others. If you could share one thing...
Member's Profile
DENISE Holland
(BENEFITS DIRECTOR at HOG SLAT INC)
Hi Folks - My company is vetting three payroll/ben admin companies for implementing a full redesign of our current time/attendance, payroll, and benefits admin functions. We have employees in 23 states and have about 1200 ees. Extremely complex payroll. We are looking at...
Member's Profile
Sandra Habiger
(Action Coach and Manager of a great Acco.. at Alliance Enterprises, Inc)
This question was sparked by another post :) What books do you read or listen to that make you become a better version of yourself? Why do you like or don't like it? One of the recent books I listened to was The Entrepreneur Roller Coaster by Darren Hardy. Although it...
Member's Profile
Wayne Spivak
(President & CFO at SBAConsulting.com)
Besides does anyone have an anonymized sample that you can share, what aspects do you feel are important to highlight in our review? Is the entire review "public" for the employee or are there non-public areas, etc.?
Anonymous Member
Anonymous
(Representative )
I am on my path to become a CPA, And Im not sure if I could get a job easily with no experience, but if somehow I manage to get a job, then how much should I expect to get paid? P.S- I have a master's degree in Commerce, my grades are not that high though, just about...
Member's Profile
Wayne Spivak
(President & CFO at SBAConsulting.com)
On which side the aisle are you? I found an academic paper "EARNINGS SMOOTHING: FOR GOOD OR EVIL?*" by Peter Demerjian, et.al. that in their abstract, once you cut away for double-talk, they state good managers, smoothing is good. bad managers, well its bad. http...
Member's Profile
Robert Kugel
Title: Senior Vice President
Company: Ventana Research
(Senior Vice President at Ventana Research)
The theme of transforming the finance organization is hot again. The term “finance transformation” refers to the longstanding objective of shifting the focus of finance departments from transaction processing to more strategic activities such as providing the...
Member's Profile
Annette Nellen
Title: Professor
Company: San Jose State University
(Professor at San Jose State University)
  Today marks the 50th Anniversary of the issuance of the last volume of the 4-volume, 1,200+ page Willis Commission Report. The four volumes were issued in 1964-1965. The official name of the report and the commission that wrote it - the House Special Subcommittee on...
Member's Profile
James Myers
(Director at FP&A Strategy)
We're doing some research for a Proformative webinar where we want to share the best productivity hacks for finance, accounting and related professionals. Please give me any and all suggestions which will benefit all Proformative users who see this thread, as well as...
Member's Profile
John Kogan
(CEO/CFO at Proformative, Inc.)
It's that simple. My friend is a CFO preparing for a funding and he needs to select and set up a data room. Suggestions and recommendations are welcome. If you have hints as to the best ways to set up and manage an virtual data room, along with platform recommendations...
Member's Profile
Mark Stokes
(CFO at Private)
I have a board member who wants me to run a DCF of an investment in a new product we are considering. My concern is that, like many startup endeavors, the assumptions will be SWAGs and that the DCF will not actually answer many questions for us and may actually mis-guide us...
Anonymous Member
Anonymous
(accounting)
Hello My company is considering subsidizing housing for interns. According to our tax accountant if the employment is temporary ( i.e. lasts less than a year) and the employee is away from his/her "tax home" it would not be reportable as income . The guidelines...
Member's Profile
Anonymous

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...
Anonymous Member
Member's Profile
Randall Bolten
Title: CEO
Company: Lucidity
(CEO at Lucidity)
In my last post, we looked at a novel, yet time-honored approach to management reporting – using an Excel-based application for that task even when the enterprise uses a high-end ERP system for its accounting and other administrative systems. In truth, you have many...
Member's Profile
MOIDIN iddinkunhi
(Director Finance, at ZAC)
kindly share out of policy order release or credit approval template with if possible some criteria for approval decision making