RIA Investment Trends

Embracing the possibilities of integrated financial and workforce information. When you’re responsible for something as vital to your community as caring for its most vulnerable, you have to put every penny to good use. But as you grapple with worker shortages, employee scheduling and complex financial reporting requirements, it’s more important than ever to get it right. Modern technology platforms can help clarify matters. Integrated Enterprise Resource Planning (ERP) software overcomes many of the challenges of gathering timely, accurate information that all stakeholders need to make better decisions. This guide will help decision-makers in health and human services organizations better understand the capabilities ERP platforms can provide, how to find the right software and ensure your solution supports important accounting and reporting functions. Download now to learn more Download Now

A New Era of Marketing Productivity This research, based on insights from 215 marketing leaders, emphasizes the importance of adopting three strategies for modern marketing performance. These actions create a force multiplier that enhances marketing program scale and reducing operational inefficiencies. Prioritizing marketing productivity is essential in today’s economy, and CFOs can help by channeling innovation to boost marketing efficiency to achieve more with less, enabling greater investments in resilient growth while maintaining fiscal discipline. Download Now

As your business grows, your staffing needs inevitably evolve. That’s especially true when it comes to your finance team. At some point, you’ll need to go beyond basic day-to-day bookkeeping and gain the data-driven financial insights that are vital to running an effective operation and positioning your business to scale and thrive. Yet, most small-to-mid-sized businesses (SMBs) can’t justify the cost of an in-house senior finance professional, like a CFO. More and more of those businesses are opting to hire a fractional CFO instead. How do you determine the value and cost-benefit of hiring a fractional CFO rather than a full-time internal employee? This guide can help you make that determination. Download Now