Financial Advisors

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White Paper Published By: EMC Corporation     Published Date: Jun 14, 2011
Qualitative and quantitative research among AP professionals to gain insights into trends in automated data capture in invoice processing.
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emc, accounts payable, automation, paper process, transaction costs
    
EMC Corporation
Free Offer Published By: Replicon     Published Date: Mar 17, 2011
Get up-to-the-moment data for accurate billing.
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replicon, time tracking software, client billing, retirement, mutual funds
    
Replicon
White Paper Published By: Fisher Investments     Published Date: Sep 29, 2010
If you have a $500,000 portfolio, you should download the latest report by Forbes columnist Ken Fisher. This must-read report includes his latest stock market forecast, plus research and analysis you can use in your portfolio right now.
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fisher investments, stock market, outlook, finance, forbes
    
Fisher Investments
White Paper Published By: PitneyBowes     Published Date: Sep 27, 2010
By combining on- and off-site services, Pitney Bowes Management Services can help you do it all. We will help you expand your print capabilities, decrease the need for staffing and equipment, and achieve dramatic cost savings.
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pitney bowes management services, on-site, off-site printing, print center operations, mail
    
PitneyBowes
White Paper Published By: PitneyBowes     Published Date: Sep 22, 2010
Focus on your most critical, high-value mail while streamlining the delivery of lower-value mail. As a result, your mail management volumes stay more in line with your budget.
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pitney bowes precision mail services, simplified delivery, mailing services, postage, mail management
    
PitneyBowes
White Paper Published By: PitneyBowes     Published Date: Sep 22, 2010
Provide your business with pricing flexibility for fluctuating mail volumes.
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pitney bowes precision mail services, financial services, volume based pricing, mailing cost, postage
    
PitneyBowes
Free Offer Published By: Asset Exchange Strategies, LLC     Published Date: Sep 03, 2010
Properly Structuring your Current IRA or 401k will allow you to invest into a Small Business or Franchise. Asset Exchange Strategies will help you setup and invest your IRA or 401k Into Your Small Business or Franchise, all without Taxes or Penalties.
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asset exchange strategies, retirement investment, self directed ira, property, 401k
    
Asset Exchange Strategies, LLC
White Paper Published By: TriNet     Published Date: Jul 22, 2010
Here are 10 principles to follow in order to build an effective human capital plan for your organization.
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trinet, human capital plan, human resource, workforce, employee
    
TriNet
Free Offer Published By: Guidant Financial     Published Date: Mar 04, 2010
Guidant Financial Group's 401(k) Small Business Financing plan allows you to invest IRA and 401k funds into a business or franchise. No early distribution taxes or fees.
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guidant financial, small business finance, tax, retirement, ira
    
Guidant Financial
White Paper Published By: Intacct Corporation     Published Date: Nov 21, 2011
If you need improved functionality and automation, tighter internal controls, and greater visibility, it may be time to switch to a new accounting system. How can you be sure?
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quickbooks, functionality, automation controls, visibility, accounting
    
Intacct Corporation
White Paper Published By: Tririga     Published Date: Nov 14, 2011
Take a look at this white paper to find out how asset and integrated workplace management can help create smarter buildings!
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sustainable, operations, business, integrated, resources
    
Tririga
White Paper Published By: Tririga     Published Date: Nov 10, 2011
This white paper covers the primary findings from the Sustainable Asset Management Survey conducted by TRIRIGA and Gartner.
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sustainability, strategies, tactics, tririga, gartner
    
Tririga
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Grounded in extensive research, Reinventing the CFO outlines seven critical roles--from streamlining redundant processes to regulating risk to identifying a few key measures--that CFOs must take on to transform the finance operation successfully. Challenging many of the finance field's accepted practices and systems, this bold book revolutionizes the role of financial managers and frees them to make smart, ethical, strategic decisions that add real value to the firm.
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adaptive, marketry, cfo, harvard review, business
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
It's inefficient, ages too quickly, and is out of sync with the strategic plan. No wonder so many executives hate toiling over the annual budget. But, says Peter Horvath, don't look to the budget as the sole management system. Horvath and his associate Ralf Sauter describe six ways to fix budgeting, including integrating it with such systems as the Balanced Scorecard, so that it supports strategy execution in today's fast-changing environment.
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adaptive, marketry, business, finance, accounting
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading.
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harvard business, finance, business, analytics, data
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Despite a number of compelling reasons to move away from annual plans and budgets, many CFOs are reluctant to make the change. They fail to recognize that there are alternative (and less dysfunctional) ways of driving performance improvement and making managers accountable for performance. CFOs need to implement systems that provide managers at every level with the capability to make fast, well-informed decisions. They need to replace annual planning cycles with more regular business reviews that enable managers to see trends, patterns, and "breaks in the curve" long before the competition.
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adaptive, marketry, cfo, business, finance
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Surveys show that most CFOs want to upgrade their role from accounting specialists to strategic or business partners. But few CFOs have actually made the change, primarily because they have neither the time nor the necessary capabilities within the current finance team. But for those who do make the change, the rewards are tangible. This chapter lays out a number of important steps that the CFO and the finance team need to take to position themselves as trusted and valued business partners within the organization.
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harvard, adaptive, marketry, cfo, analyst
    
Adaptive Planning
White Paper Published By: Adaptive Planning     Published Date: Oct 19, 2011
Budgeting can cause stress and conflict, eating up lots of hours. But a good budget can be the difference between financial success and insolvency. In this chapter, you'll learn about the many types of budgets that serve different purposes. You'll also learn how to determine which type most effectively helps you meet your business goals.
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adaptive, marketry, harvard review, budget, financial success
    
Adaptive Planning
Webinar Published By: Adaptive Planning     Published Date: Oct 18, 2011
Adaptive Planning is the worldwide leader in on-demand business performance management (BPM) solutions for companies and nonprofits of all sizes. Adaptive Planning's solutions allow finance and management teams to obtain real-time visibility into performance metrics, streamline financial planning and reporting, and drive better business decisions. By offering affordable annual subscriptions and rapid implementations, and by eliminating the need for new hardware and IT support, Adaptive Planning makes it easy to move beyond spreadsheet-based processes without the cost and complexity associated with traditional on-premise BPM applications.
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webinar, adaptive, budget, finance, management
    
Adaptive Planning
White Paper Published By: Western Union Business Solutions     Published Date: Jul 26, 2011
In an increasingly interconnected global economy, an effective cash flow management strategy can provide an essential foundation for your company's success in foreign markets.
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money transfer, transfer money, send money, western union money transfer, online money transfer
    
Western Union Business Solutions
White Paper Published By: Western Union Business Solutions     Published Date: Jul 26, 2011
Ensure that the success of your business depends on its operations and not unpredictable economic factors and volatile currency rates.
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foreign exchange, risk management, currency risk management, currency hedging, fx risk management
    
Western Union Business Solutions
White Paper Published By: IBM Software     Published Date: Jul 19, 2011
In this white paper, David Axson delves into what he considers to be the three key things you should do in 2011 to close that gap and deliver dramatically enhanced value and quality. Read "Time to Build the Last Mile to Full Financial Value", and set your sights on being able to guide your organization to new levels of competitive differentiation and achievement.
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cognos, business intelligence, business intelligence software, business intelligence solution, corporate performance management
    
IBM Software
White Paper Published By: IBM Software     Published Date: Jul 19, 2011
In this paper, you'll learn how three enterprises - Del Monte Foods, Rotkšppchen-Mumm Sektkellereien, and a major home builder in America - practice rolling forecasting, deploying the process at various levels and in various departments to guide them through market volatility.
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cognos, business intelligence, business intelligence software, business intelligence solution, corporate performance management
    
IBM Software
Webinar Published By: IBM Corporation     Published Date: Jun 09, 2011
Learn the 10 critical database activities & behaviors enterprises should audit now.
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ibm, guardium, database, audit, security
    
IBM Corporation
White Paper Published By: IBM Corporation     Published Date: Jun 09, 2011
This Research Brief categorizes databases as a "dangerous and growing security gap" - and offers steps to improve database security across the enterprise.
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ibm, guardium, database security, risk, database discovery
    
IBM Corporation
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