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The library · 196 resources

CFO & Financial Operations, on file.

Whitepapers, analyst reports and toolkits from 111 partners. Most are free with a short form, and we always tell you who you’re sharing it with.

The Total Economic Impact™ Of AvalaraNavigate the Shift To Audit-Ready Sustainability ReportingThe AI Playbook for ExecutivesThe New Rules of E-commerce Parcel Delivery in North AmericaThe Radical ROI of Gen AIEssential Financial KPIs
Inside the IPO Window: Market Conditions, Deal Readiness, and the Role of AIThe AI Adoption Blueprint: How to Get the AI You Actually NeedCFO and CIO Roles in Enterprise Transformation: Distinct Mandates, Converging Influence2026 Recommerce ReportDelivering ROI for the Agentic EnterpriseDemystifying AI
Mastering the IPO Journey: Key Tips for Private CompaniesThe State of Generative AI in the Office of the CFO2026 MidYear Executive Benchmark Survey: The Verification GapAI Innovation Masterclass: The Enterprise Blueprint for Agentic AI, Risk & ROIThe Total Economic Impact™ of Slack as a Work Operating SystemUpskill Your Finance Team With AI and Soft Skills
18 resourcesClear all
Whitepaper

Upskill Your Finance Team With AI and Soft Skills

Ready to Boost Your Finance Team’s Impact?

NetsuiteCFO & Financial Operations
Whitepaper

Architecture built for the strategy you want next

Investment management firms with similar talent and budgets diverge sharply within two to three years. The difference is rarely their tools, it's the foundation those tools sit on.

SimCorpCFO & Financial Operations
Whitepaper

Getting the Basics Right: The Employee Journey in Investment Management

56% of HR leaders say their tech isn’t meeting their needs. Legacy systems aren’t built for the future of investment management.

WorkdayCFO & Financial Operations
Whitepaper

The Future Is Now: Investment Management’s Digital Transformation

Despite challenges such as squeezed margins and rising regulations, the future of the investment management industry is coming into focus. This industry perspective from Workday and Deloitte helps you move forward by

WorkdayCFO & Financial Operations
Whitepaper

Future-Proofing Insurance Operations

Discover how insurance leaders are updating finance with digital solutions.

WorkdayCFO & Financial Operations
Whitepaper

Maximizing the impact of your benefits investment

Looking for ways to maximize return on your HRIS and employee benefits programs? Integration is the answer. Integrations help HR teams take a major step forward on the digital transformation journey by allowing them to

UnumCFO & Financial Operations
Whitepaper

7 Compliance Challenges Companies Face When Growing Globally

Companies that grow internationally without prioritizing compliance are sure to run into problems.

Globalization PartnersCFO & Financial Operations
Whitepaper

Five Ways CFOs Can Increase Project Profitability

In the fast-paced service industry, CFOs prioritize project profitability as the key metric for long-term growth. Projects, ranging from technology implementations to marketing events, demand a clear understanding of

SageCFO & Financial Operations
Whitepaper

Stepping up from QuickBooks: Multi-Entity Organization

As your business grows beyond QuickBooks and basic spreadsheets, limitations arise. QuickBooks, designed for single-user use, hinders professional financial management as complexities increase.

SageCFO & Financial Operations
Whitepaper

The Hidden Cost of QuickBooks

While QuickBooks is a popular choice for small businesses, there are hidden costs that can impact your bottom line. This white paper uncovers the hidden costs associated with QuickBooks and highlights the potential

SageCFO & Financial Operations
Whitepaper

The Total Economic Impact Of Workday Adaptive Planning

How Workday Adaptive Planning customers achieved 249% ROI.

LionReach MediaCFO & Financial Operations
Whitepaper

The next era of financial planning and consolidation

Finance leaders face increasing demands for real-time insights, streamlined processes, and strategic decision-making. Traditional, disconnected systems hinder agility and accuracy, making it challenging to close the

AnaplanCFO & Financial Operations
Whitepaper

Ventana: Accounts Receivable Automation Accelerates the Close

As finance and accounting (F&A) executives maintain a laser focus on driving greater productivity gains across the organization, it’s no longer enough to do more (often with less). To meet rising demands, the name of

BlackLineCFO & Financial Operations
Whitepaper

Break ROI Limits: CreditSafe’s Success with BlackLine’s Invoice-to-Cash Solution

Accounts Receivable is the backbone of cash flow management and financial stability. Efficient AR processes ensure businesses collect revenue faster, reduce outstanding debt, and maintain healthy cash flow. Yet, manual

BlackLineCFO & Financial Operations
Whitepaper

Profit & performance: Maximising efficiency in 2025

Profit & performance: Maximising efficiency in 2025

KlaviyoCFO & Financial Operations
Whitepaper

Nonprofit Revenue Recognition Simplified

Revenue recognition updates are pivotal in nonprofit accounting, notably with ASU 2018-08 and ASC 606. Nonprofit finance teams must grasp these changes to make accurate judgments on revenue streams. Government grants

SageCFO & Financial Operations
Whitepaper

How Silos and Redundancies Impact Financial Sustainability in K–12 Schools

Redundancies and silos present significant challenges to the financial health of K-12 schools, threatening their long-term sustainability. These challenges manifest in various ways, from overlapping software systems to

BlackbaudCFO & Financial Operations
Whitepaper

Your org is agile. Is your finance team?

In a world of shifting markets, evolving priorities, and real-time decisions, traditional finance structures can’t keep up. The quarterly cadence? Too slow. Departmental silos? Too risky.

AnaplanCFO & Financial Operations