Financial Management Archives | Vistage Research Center https://www.vistage.com/research-center Resource for Business Leadership, Coaching, and CEOs Thu, 20 Oct 2022 17:58:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.3 UBS on ‘The New Paradigm’ https://www.vistage.com/research-center/business-financials/financial-management/20220921-ubs-new-paradigm/?utm_source=rss&utm_medium=rss&utm_campaign=20220921-ubs-new-paradigm https://www.vistage.com/research-center/business-financials/financial-management/20220921-ubs-new-paradigm/#respond Fri, 14 Oct 2022 08:10:00 +0000 https://www.vistage.com/research-center/?p=43422 This webinar from UBS discusses the ongoing challenges that business owners are facing in light of record-high inflation, supply chain issues, changing workplace dynamics and the state of M&A. About the presenter James is the Head of the Business Owner...

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How can you make your finances more resilient? https://www.vistage.com/research-center/business-financials/financial-management/20220412-make-finances-more-resilient/?utm_source=rss&utm_medium=rss&utm_campaign=20220412-make-finances-more-resilient https://www.vistage.com/research-center/business-financials/financial-management/20220412-make-finances-more-resilient/#respond Tue, 12 Apr 2022 15:14:00 +0000 https://www.vistage.com/research-center/?p=40351 Investing can sometimes seem like an exercise in crisis management. This has been especially so in recent years with threats to portfolios including the war in Ukraine, the COVID-19 pandemic, and the US-China trade dispute.  Along with these external perils,...

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PPP forgiveness deep dive and preparing for what’s next https://www.vistage.com/research-center/business-financials/financial-management/20200526-ppp-forgiveness-deep-dive-preparing-for-what-follows/?utm_source=rss&utm_medium=rss&utm_campaign=20200526-ppp-forgiveness-deep-dive-preparing-for-what-follows https://www.vistage.com/research-center/business-financials/financial-management/20200526-ppp-forgiveness-deep-dive-preparing-for-what-follows/#respond Wed, 10 Jun 2020 23:30:00 +0000 https://www.vistage.com/research-center/?p=35153 Download slides for “PPP forgiveness deep dive and preparing for what’s next” webinar The CARES Act and relief programs like the PPP (Payroll Protection Program) have provided a lifeline to help U.S. businesses manage through the disruption of COVID-19. For...

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8 tips on how to inform customers of a price increase https://www.vistage.com/research-center/business-financials/financial-management/20181206-how-to-inform-customers-price-increase/?utm_source=rss&utm_medium=rss&utm_campaign=20181206-how-to-inform-customers-price-increase https://www.vistage.com/research-center/business-financials/financial-management/20181206-how-to-inform-customers-price-increase/#respond Mon, 03 Dec 2018 11:52:14 +0000 https://www.vistage.com/research-center/?p=23586 Data from Vistage research confirms that tariffs are taking a toll on many vertical markets like wholesale trade, manufacturing and construction. Strategically, CEOs need to reconsider their supply chain and/or the reshoring of production. Tactically, tariffs are forcing CEOs to...

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Top 8 things small and midsize businesses need to know about tax reform https://www.vistage.com/research-center/business-financials/financial-management/20180614-top-8-things-small-midsize-businesses-tax-reform/?utm_source=rss&utm_medium=rss&utm_campaign=20180614-top-8-things-small-midsize-businesses-tax-reform https://www.vistage.com/research-center/business-financials/financial-management/20180614-top-8-things-small-midsize-businesses-tax-reform/#respond Thu, 14 Jun 2018 15:00:55 +0000 https://www.vistage.com/research-center/?p=22979 Tax reform takes shape While some details of tax reform passed last year are still becoming clear, it is known that the changes present both serious implications and potential opportunities for small and midsize businesses. Business leaders should develop a...

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The taxing tasks of tax day https://www.vistage.com/research-center/business-financials/financial-management/20180416-tax-day-2018/?utm_source=rss&utm_medium=rss&utm_campaign=20180416-tax-day-2018 https://www.vistage.com/research-center/business-financials/financial-management/20180416-tax-day-2018/#respond Mon, 16 Apr 2018 16:58:10 +0000 https://www.vistage.com/research-center/?p=22871 You cannot avoid taxes. They are an inevitable part of doing business. But a little knowledge can help businesses implement a more streamlined, efficient and informed approach to tax preparation. Take a look at some of the assets that the...

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A key benefit of tax reform for SMBs https://www.vistage.com/research-center/business-financials/financial-management/20180319-depreciation-key-benefit-tax-reform-smbs/?utm_source=rss&utm_medium=rss&utm_campaign=20180319-depreciation-key-benefit-tax-reform-smbs https://www.vistage.com/research-center/business-financials/financial-management/20180319-depreciation-key-benefit-tax-reform-smbs/#respond Mon, 19 Mar 2018 19:07:18 +0000 https://www.vistage.com/research-center/?p=22810 Tax reform and your business: The experts weigh in Since the passing of the tax reform last year, business leaders as well as tax and legal professionals have worked to understand the nuances of the new legislation. Some changes are...

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Use financial debt to your advantage https://www.vistage.com/research-center/business-financials/financial-management/20161003-business-use-leverage/?utm_source=rss&utm_medium=rss&utm_campaign=20161003-business-use-leverage https://www.vistage.com/research-center/business-financials/financial-management/20161003-business-use-leverage/#respond Mon, 03 Oct 2016 17:00:51 +0000 https://2017.vistage.com/research-center/?p=20164 Watch the webinar, “Leverage Doesn’t Have to be a Dirty Word.” At my company, we deal with plenty of entrepreneurs who are a bit gun-shy when it comes to taking on debt. Some — especially those who question the viability...

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Measuring success: Key Performance Indicators to watch https://www.vistage.com/research-center/business-financials/financial-management/20160920-measuring-success-4-kpis-watch/?utm_source=rss&utm_medium=rss&utm_campaign=20160920-measuring-success-4-kpis-watch https://www.vistage.com/research-center/business-financials/financial-management/20160920-measuring-success-4-kpis-watch/#respond Tue, 20 Sep 2016 19:00:07 +0000 https://2017.vistage.com/research-center/?p=20161 Watch the Webinar: 5 Steps to a Profitable Business (above) No matter why you went into business, determining your company’s success comes down to one thing: money. Measuring financial success relies on Key Performance Indicators (KPIs), which give you the...

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10 ways to improve your budgeting and forecasting https://www.vistage.com/research-center/business-financials/financial-management/20160902-10-ways-improve-budgeting-forecasting/?utm_source=rss&utm_medium=rss&utm_campaign=20160902-10-ways-improve-budgeting-forecasting https://www.vistage.com/research-center/business-financials/financial-management/20160902-10-ways-improve-budgeting-forecasting/#respond Fri, 02 Sep 2016 17:00:21 +0000 http://vistage.staging.wpengine.com/blog/?p=19284 Watch the webinar ‘How to get the right financial reports for your business’ and learn what reporting systems and formats best benefit your particular field. Budgeting and forecasting allow a business to plan accurately for its fiscal year. Below are 10...

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