Ventana Research Analyst Perspectives

Tackling ESG Reporting Challenges

Posted by Robert Kugel on Dec 21, 2021 3:00:00 AM

ESG reporting is a matter that organizations – and especially publicly held corporations – will be confronting over the next several years. Ventana Research asserts that by 2025, one-half of corporations with 1,000 or more employees will have a formal ESG reporting process in place to address legal mandates or shareholder demand. The roots of ESG investing go back many decades but it has gained significant attention recently as demand in the investment world for non-accounting measures to guide ethical investments has grown. Organizations face three distinct challenges in dealing with ESG. In this analyst perspective, Ventana Research SVP and Research Director Robert Kugel discusses the considerations and benefits of organizing your organization’s ESG reporting.

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Topics: FP&A, Governance, Office of Finance, Performance, Reporting, CFO, ESG

Essential Technology for Continuous Planning

Posted by Robert Kugel on Sep 14, 2021 12:00:00 AM

As a result of the rapidly changing business landscape in 2020 and the need to quickly – and intelligently – change business plans and budgets, many more companies have been deciding to adopt a continuous planning approach to be able to add speed and flexibility. Transforming how organizations plan and budget has become a top-of-mind issue for CFO and even CEOs. Ventana Research has been advocating what we call continuous planning to improve organizational performance. In this multimedia Analyst Perspective, SVP and Research Director Robert Kugel discusses three important technologies necessary for continuous planning – technologies that can substantially enhance the effectiveness of the FP&A organization.

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Topics: FP&A, Office of Finance, budget, CFO, financial planning

Profitability Management: A CFO Priority to Gain Competitive Advantage

Posted by Robert Kugel on Feb 22, 2021 3:00:00 AM

Profitability management produces a sustainable competitive advantage but by 2025 only one-third of companies will have implemented a profitability management initiative, explains Ventana Research SVP and Research Director Robert Kugel. This brief video shows why FP&A organizations must be part of a profitability management approach to pricing and costing.

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Topics: FP&A, Office of Finance, Sales Operations, CFO, Profitability, Price and Revenue Management

Updating FP&A’s Mission - A New Approach for the 2020s

Posted by Robert Kugel on Sep 14, 2020 3:00:00 AM

In this Analyst Perspective from Robert Kugel, learn how FP&A can redefine its mission to achieve the long-stated goal of making it more of a strategic partner with the rest of the organization. This means fully adopting integrated business planning, a high participation, collaborative, action-oriented approach to planning and budgeting built on frequent, short planning sprints. Short planning cycles enable companies to achieve greater agility in responding to market or competitive changes, and in the face of a very uncertain future, companies have been discovering the value of rapid planning and budgeting cycles. Watch the video to learn more.

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Topics: FP&A, Office of Finance, Budgeting, Business Planning, CFO, financial planning, forecasting

2020 Reporting: Improving Visibility, Transparency and Perspective

Posted by Robert Kugel on Jun 26, 2020 6:00:00 AM

FP&A and business analysts can make reporting more effective by reimagining how, what and when their company does its reporting. They should provide the users of their reports the information they want in a form they want it. They should be thinking about how they can make reporting more effective by rethinking how data is presented, how interactive it is, and what visualizations are used. Rethinking how to combine narratives, data, charts and graphics to everyday communications. How to add audio and video where it’s appropriate. Reimagine reporting to make it a more effective form of communications designed to improve a company’s performance.

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Topics: FP&A, Office of Finance, CFO, Financial Performance Management, financial reporting, financial standards, tax planning