Posts about "Finance"

How financial institutions can avoid transfer-pricing risks

Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed PwC operational transfer pricing expert Peter Barlow to learn how technology can help lower the risk associated with transfer pricing processes in financial institutions. Over the last few years, some international retail and consumer packaged goods firms made headlines due to their abnormally low income taxes,… read more →

Implementing next-generation integrated business planning—the Deloitte perspective

Merging upstream operational and financial planning to deliver integrated business planning (IBP) is hardly a new concept. The joint attractions of allowing managers to make better-informed decisions and enabling the enterprise to become more agile have meant the idea has been much discussed. Traditionally, however, IBP implementations were difficult and prohibitively expensive.Today, the advent of… read more →

CCAR: New twists on the road

Henri Wajsblat, Anaplan’s Director of Financial Services for Product Marketing, interviewed Comprehensive Capital Analysis Review (CCAR) subject-matter expert, Kenneth Gustin, Ph.D., about regulatory reporting programs in the U.S. banking industry and the new opportunities driven by recent technology innovations.Some might say that CCAR/DFAST (Dodd-Frank Act Stress Test) has become a mundane “commoditized” regulatory reporting exercise…. read more →

Tips from Cherwell: How to improve efficiency and accuracy of an FP&A process

At Anaplan, what we most enjoy is seeing how our customers get time back in their workday (and sometimes weekends) because they no longer have to consolidate and manipulate spreadsheets. Anaplan enables planners to work more efficiently, both within their business units and across their organizations. Chris Friederich, Manager of FP&A at Cherwell Software, an… read more →

Highlights from Deloitte’s thought leadership sessions at the AFP Annual Conference

Thousands of finance and treasury professionals flocked to AFP’s Annual Conference in Orlando, Florida, this year to hear experts discuss a wide range of topics, including how to more efficiently expedite the planning process, build better FP&A analytics, and achieve truly integrated business planning. In one of the conference sessions, “How to Measure What Matters,”… read more →

Establishing an Anaplan Center of Excellence—shared lessons from CAPCO

Capco knows all about effective transformation. From its offices in leading financial centers across the globe, the business and technology consultancy helps its banking, insurance, and investment management clients to innovate, increase revenue, manage risk and regulatory change, reduce costs, and enhance control. The company’s philosophy is to challenge the norm by combining a disruptive… read more →

Strategic Planning Q&A with Mary Driscoll of APQC

Strategic Planning Q&A with Mary Driscoll of APQC

If you want to learn about real-world best practices in strategic planning, talk with Mary Driscoll. As senior research fellow for financial management research at the American Productivity and Quality Center (APQC), she has researched and published widely on a variety of financial topics, with a special focus on planning, budgeting, and forecasting, since 2002…. read more →

Industry insights from Anaplan’s Financial Services Innovation Day

The financial services sector has been through many changes, regulatory and otherwise, in recent years. Financial institutions must navigate the strong winds of regulations, digital disruption, cost reduction programs, and market uncertainties—all while accelerating innovation in order to meet customer, shareholder, and compliance expectations. In November, Anaplan brought together the leaders of more than 20… read more →