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Corporate Finance, Accounting & Treasury Blogs

Jessica Bozzo
Title: Content Project Manager-Finance
Company: Argyle Executive Forum
(Content Project Manager-Finance at Argyle Executive Forum) Share your 2018 insights and challenges with us, and we will deliver better content and webinars to you. Proformative is always looking to improve, and we can’t do that without...
Laurie McCabe
Title: Co-founder and Partner
Company: SMB Group
(Co-founder and Partner at SMB Group) Are you trying to get on solid footing in small and medium businesses (SMB) market, but missing the mark? All too many technology vendors target but rarely build a volume business in...
Brian Kalish
Title: Principal
Company: Kalish Consulting
(Principal at Kalish Consulting) By Judy Cubiss Change is the new normal. The rate of change due to digitalization and technology continues at a breakneck pace. Technologies that were nascent last year are becoming...
Robert Hawn
Title: Partner
Company: Strategy Law, LLP
(Partner at Strategy Law, LLP) As a San Jose corporate lawyer, many of our clients make their money through software licenses.  As part of their deals, a number of risks have to be allocated. One major risk is...
Richard Rafdahl
Title: President
Company: Cost Reduction Specialists Inc.
(President at Cost Reduction Specialists Inc.) The term “Strategic Sourcing” has been referred to quite often over the last few years. It definitely sounds impressive and implies a cutting edge and potentially...
john Olson
Title: Senior Associate, Marketing Programs and..
Company: Radius | Global Growth Experts
(Senior Associate, Marketing Programs and.. at Radius | Global Growth Experts)   Last month Uber announced that it will pay up to $100 million to settle class action claims from US drivers claiming to be employees rather than self-employed...
Ernie Humphrey CTP
Title: CEO & COO
Company: Treasury Careers
LinkedIn Profile
(CEO & COO at Treasury Careers)   I have had great fortune in being able to be in the consulting world for ever three years. I am not where I want to be just yet, but I am well on my way. One thing that always...
Randall Bolten
Title: CEO
Company: Lucidity
LinkedIn Profile
(CEO at Lucidity) It’s that time of year again! Our thoughts turn to the College Football Playoff picture, and for many of us, figuring out our best health insurance alternative in the face of...
Annette Nellen
Title: Professor
Company: San Jose State University
(Professor at San Jose State University)   I was surprised by the broad press coverage that a California Labor Commission ruling involving one ex-Uber driver (Berwick) received this past week (USA Today, 6/19/15; Los...
Annette Nellen
Title: Professor
Company: San Jose State University
(Professor at San Jose State University)   On 7/31/14, Senators Wyden and Hatch proposed a comprehensive identity theft bill to reduce identity theft related to federal tax filings. This addresses a serious issue....
Richard Rafdahl
Title: President - Purchasing Consultant.
Company: Cost Reduction Specialists Inc.
(President - Purchasing Consultant. at Cost Reduction Specialists Inc.) With the customer and market demands associated with most industries changing rapidly, it is critical that an organization’s best people remain focused on the business at hand...
Joanie Mann
Title: Principal Consultant
Company: Cooper Mann Consulting
LinkedIn Profile
(Principal Consultant at Cooper Mann Consulting) 4 Rules of Thumb Regarding Workers Compensation Insurance Compliance for Employers In two previous “4 Rules of Thumb” articles, I discussed a few things that businesses...
Member's Profile
George M
Title: Business Controller
Company: Gambrax
(Business Controller at Gambrax) More and more, outsourcing financial tasks is becoming standard among companies. It allows for cost savings and FTE reductions. Sourcing from experienced service providers often...
Joanie Mann
Title: Principal Consultant
Company: Cooper Mann Consulting
LinkedIn Profile
(Principal Consultant at Cooper Mann Consulting) 4 Rules for Building Service Customer Loyalty Every business owner knows that it’s important to retain the business of good customers, because those good customers will turn...
Member's Profile
Tatum CFO Blog
Title: CFO
Company: Tatum
(CFO at Tatum) Flexible leadership offers strategic solutions to make strides amid uncertainty. Flexible leadership offers strategic solutions to companies seeking to make strides amid uncertainty....
Nicole Lucarelli
Title: Director
Company: Financial Services
LinkedIn Profile
(Director at Financial Services) Our fourth in a series about Procurement Policy addresses supplier management.  Once a supplier has been sourced and contracted, then what?  How do you ensure you...
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO at SBAConsulting.com) Companies spend tremendous amounts of efforts to properly brand themselves, their products or services in order to develop customer loyalty. Loyalty pays off in sales, and that’s...
Nicole Lucarelli
Title: Director
Company: Financial Services
LinkedIn Profile
(Director at Financial Services) Our third in a series about Procurement Policy addresses vendor contracts.  The culmination of most sourcing or procurement activities is documenting the agreement. It's best...
Regis Quirin
Title: Director of Finance
Company: Gibney Anthony & Flaherty LLP
LinkedIn Profile
(Director of Finance at Gibney Anthony & Flaherty LLP) A primary role of a Chief Financial Officer is to oversee long-term budgetary planning and cost management; as well as oversee cash flow.  It stands to reason that if an...
Nicole Lucarelli
Title: Director
Company: Financial Services
LinkedIn Profile
(Director at Financial Services) This is our second in a series about procurement policy.  The last post addressed Spend Authority, who can authorize what level of spend.  However, from a sourcing...