Members-only M&A Are you prepared to navigate the intricacies of an M&A? David Yates, CFO at Gresham, takes you on a journey through the intricacies of an M&A so you can unlock the best returns for your organization....
Members-only Articles How to create a budget allocation plan (plus 13 tips) Budget allocation is the process of dividing your company’s financial resources between departments. As you can imagine, it can be a tricky process to get right. Everyone wants a bigger piece of the pie, and you can’t always please everyone....
Members-only Finance trends How hackers steal your card details: BIN attacks protection tips Hackers guessing card details can lead to financial loss, identity theft, and fraud, posing serious risks whether you're a business handling customer payments or an individual making online purchases. Here's how you can prevent hackers from stealing your card details....
Members-only AI & Automation How to use ChatGPT for data cleaning In this blog post, I’ll explore how these features can be applied in day-to-day financial analysis and provide a comparison with PowerQuery’s data cleaning capabilities....
Members-only FP&A Crisis management plan vs business continuity plan Believe it or not, a crisis management plan is not the same as a business continuity plan. The two are similar in many ways, sure, but they have key differences that set them apart....
Members-only Financial operations How a financial model serves as your north star A financial model roadmap is a helpful rubric for any founder or entrepreneur. It’s not just a set of spreadsheets; it’s the north star that guides a business through the unpredictable seas....
Members-only AI & Automation How to use Grok 3 in finance and FP&A Elon Musk's artificial intelligence venture, xAI, has unveiled its latest AI model, Grok 3, calling it "scary smart." Let's see if it's got what it takes to assist you in financial planning, analysis, and beyond....
Members-only Articles Cost-benefit analysis: 5 steps to turn data into smarter choices If you want to learn more about what cost-benefit analysis is and how to do it, keep reading as we dive into five key steps to streamline your financial evaluations and drive smarter decisions. 🧠...
Members-only Articles Operational Analysts: Why they belong in finance, not IT or business units Are operational analysts in the wrong department? Find out why they should belong in finance instead of IT or other business units....
Members-only Finance transformation The Financial Revolution: How open banking is disrupting the status quo Discover how open banking is changing the foundations of the traditional banking model and what you should do to prepare....
Members-only FP&A Is your budget timeline holding you back? Try this. Tired of waiting for other departments to submit inputs to the budget on time? Here's a few tricks of the trade to help you prevent this issue and create seamless budget timelines....
Members-only Articles 6 strategies for FP&A to master scenario planning & risk management How FP&A can help the organization prepare for potential outcomes, mitigate risk, and remain resilient and forward-focused....
Members-only Articles Transforming from accounting to FP&A business partnering Thinking of moving from accounting to FP&A? Discover the five strategies that are going to help you make the transition into the world of FP&A from Global Finance & Strategy leader (and FP&A expert), Dr. Mohamed El Rouby....
Members-only Strategy How to optimize capital deployed for sustainable growth To truly drive growth, you need to master the art of strategic capital deployment. Our guide will help you to optimize the capital deployed and help transform your financial strategy into a powerful catalyst for real business growth....
Members-only Articles Cash runway calculator: 5 proven ways to extend your cash runway Discover five strategies to improve your cash runway and ensure business continuity. Plus, we’ve included a free cash runway calculator to quickly determine your company’s cash runway....