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Budgeting & Planning

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Global CFOs May Be More Guarded in Their Outlooks for 2016, But They Remain Committed to Progress for Their Companies
Sponsored by American Express
February 29, 2016
CFO Research, in collaboration with American Express, has concluded the ninth annual Global Business and Spending Monitor survey of senior executives at large companies around the world. The 2016 report reveals more cautious consideration of … more »
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The Innovative Finance Function
Sponsored by SAP
November 06, 2015
CFO Research, in collaboration with SAP, researched the views of finance professionals working at large companies on the future of their profession---and how digitalization and advanced analytical capabilities supported their ambitions. We examined … more »
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New Cash Management Challenges in an Increasingly Complex Business Environment
Sponsored by SAP
August 04, 2015
In a global survey of finance and treasury executives at large companies, CFO Research examined the role of cash management---in particular, cash reporting and cash forecasting---in the effort to support business growth and gain a competitive edge. … more »
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Finance Leaders on Their FP&A Mandate---and the Technology Innovations That Will Help Them to Fulfill It
Sponsored by SAP
July 14, 2015
CFOs are in the business of seeking a competitive advantage for their firms and they feel the constant pressure on their finance function to contribute more to business success. But this task is becoming more difficult and complex. CFO Research … more »
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Funding the Future of Your Company
Sponsored by CIT
June 12, 2015
Third in a series of three---Working with CIT, CFO Research surveyed senior finance executives of mid-sized U.S. companies to explore issues around their efforts to fund new growth initiatives. This final article takes a brief look at some of the … more »
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Global CFOs are Helping Lead Their Companies Through an Evolving Economic and Business Environment
Sponsored by American Express
March 04, 2015
The eighth annual American Express/CFO Research Global Business and Spending Monitor explores how finance leadership around the world judge the pace of economic recovery in their own countries, and what they plan to do to strengthen their businesses … more »
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Finance Executives Seek a Balance Between Public Perception and Shareholder Value
Sponsored by KPMG
February 27, 2015
Tax policies and planning are just one component---but an important one---in a corporation's financial and growth strategy. Recent media coverage of the tax strategies of some high-profile companies has drawn attention to its importance. This … more »
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Sponsored by SAP
December 09, 2014
Through a survey of finance executives around the world, we examined the readiness of companies for transforming finance operations--A/R, A/P, procurement, and the like--into value-added drivers of business success. In this report, sponsored by SAP, … more »
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Turning Data into Insight and Business Actions
Sponsored by SAP
October 31, 2014
In this global survey, sponsored by SAP, we find CFOs and their staffs poised to take the next step in the evolution of the strategic finance function. In particular, the survey reveals that the information tools are now available to generate more … more »
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Value Management For Corporate Real Estate
Sponsored by IBM
October 22, 2014
This report is most relevant for finance executives and real estate executives from large companies that rely on extensive or complex portfolios of corporate real estate (CRE) assets in the conduct of their business. In "right-sizing" their real … more »
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2014 Global Business and Spending Monitor
Sponsored by American Express
June 25, 2014
The seventh annual American Express/CFO Research Global Business and Spending Monitor shows that, for the first time since 2010, senior finance executives around the world are coming closer together in their outlooks for the growing strength of … more »
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The Next Phase for Business-to-Business Payments
Sponsored by MasterCard
June 13, 2014
In this research report, sponsored by MasterCard, CFO Research found that many companies are expecting to make the shift from paper checks and invoices into electronic transactions. As they evaluate the next generation of business-to-business … more »
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How CFOs Maximize Inventory by Finding a Balance Between Efficiency and Unpredictability
Sponsored by American Express
May 12, 2014
Remember just-in-time inventory? Well, that's a shame, as it may be time to banish it. Born in Japan, JIT travelled across the U.S. manufacturing sector, convincing companies to streamline their stockpiles and deliver on an as-needed basis. In a … more »
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How Finance Executives are Capturing Value by Gaining a Deeper Understanding of Their Own Businesses
Sponsored by American Express
May 12, 2014
Finance executives may be overlooking an obvious opportunity to enhance value without overtaxing their reserves of attention or resources. In a survey conducted by CFO Research, in collaboration with American Express, more than three-quarters of … more »
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To Gain an Edge in a Reviving Economy, Companies are Looking for Little Ideas that Can Create Big Value
Sponsored by American Express
May 12, 2014
Even with economic activity rustling back to life, few companies are eager to make big bets, pouring money into hunting down breakthroughs or conceiving cutting-edge technologies. In a survey conducted by CFO Research, in collaboration with American … more »
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