Member's Profile
Charles Schrock
Title: SVP - Risk Management
Company: Inland Bank and Trust
(SVP - Risk Management at Inland Bank and Trust)
This is the first in a series of posts that attempt to get to the essence of risk management. I’ll touch on various topics as they occur to me. Some of these posts will be on...
Anonymous Member
(Sr. Manager Financial Planning)
Greetings! How is your organization using SharePoint to improve finance and accounting processes and reporting? For example, do you use it for team calendars, dashboards, reports, etc...
Member's Profile
Jared Fowler
Title: Controller
Company: RCI Entertainment of LA
(Controller at RCI Entertainment of LA)
In reviewing our Accounts Payable, I use tickmarks on the invoices to make sure they are entered properly into QuickBooks (date, invoice number, vendor, due date, amount, etc.) and...
Member's Profile
Denise Loter-Koch
Title: President/CEO
Company: ebs Associates
(President/CEO at ebs Associates)
Similar to a well maintained engine, a business’s books will continue to run correctly when they get the attention they need. Start neglecting little issues here and there, and...
Anonymous Member
(Finance Director)
Hi, We just hired a CISO (Chief Information Security Officer). Her role will be focused on Data Security & Privacy. We're a small data driven software firm, so looking at her...
Member's Profile
Len Green
Title: Performance Improvement Consultant and E..
Company: Management Consultant
(Performance Improvement Consultant and E.. at Management Consultant )
I am conducting research for a Telco client that needs to move off of Excel for its FP&A functions (from monthly financial and management reporting - incl consolidations- to...
Member's Profile
Shannon Mathews
Title: Controller
Company: AKT LLP CPAs and Business Consultants
(Controller at AKT LLP CPAs and Business Consultants)
Background for my company: I am with a Professional Service firm and we have outgrown our time and billing software. As we started our search I've discovered most of the new PSA...
Member's Profile
Dan Caserza
Title: Consultant
When accruing bonuses, sales commissions, vacations and other forms of employee compensation, is it customary to accrue at the same time the related employer payroll taxes...
Member's Profile
Shel Perham
Title: CFO Consultant
Company: CFO Services, Robert Half
(CFO Consultant at CFO Services, Robert Half)
Has anyone used "eProsper" by SVB Analytics Inc to manage their equity and 123R stock option compliance? Any alternative recommendations for a tool or service? Any thoughts...
Member's Profile
Sonn Nguyen
Title: CFO
Company: Gtel Mobile
(CFO at Gtel Mobile)
I am CFO of a cellular network operator in Vietnam. I'd like to replace our current excel-based budgeting/planning process with Adaptive planning or the similar. Does anyone here...