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Book review: All you need to know about commercial awareness by Christopher Stoakes

Red Star Kim

Finance The debt and equity chapter summarises different business formats (including private and public companies and partnerships). And the important distinction between cash and profits is highlighted. With explanations of depreciation, amortisation, factoring, asset finance, loans, guarantees and derivatives.

Finance 130
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

And I’ve noted the highlights of the sessions by other speakers (How the BD function can be more influential, Rethinking your online strategy, Digital marketing maturity and Best practice for KAM) below. I’ve summarised the key points here as a supplementary learning resource for the delegates.

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Best invoicing software for plumbers

PandaDoc

Automated reminders Make sure your plumbing business software provides automated reminders — digital notifications to remind clients about upcoming, due, or overdue payments. This reduces the administrative burden and improves cash flow and profitability. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

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Thankful for new integrations

Zendesk

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes. Sienna is based on the latest design trends and goes through rigorous testing.

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The 10 Best Banks for Small Businesses

Hubspot Sales

For one, separating your business and personal finances can protect your personal assets. If you’re a sole proprietor, you don’t have to open a business bank account, but it can help protect your personal finances and make tax season easier by tracking spending all in one place, separate from your personal account.

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How to maximize your deal desk process flow

PandaDoc

Analyze your deal desk’s performance by using metrics such as response and resolution time, win rate, deal size, profit, and renewal time. In large companies, a deal desk team can comprise as much as 10 people with backgrounds in areas like legal, marketing, product management, or finance. What is the deal desk process?

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Beyond the Horizon: GenAI and Ethical Leadership

MDI Training

With your background in both digital well – being research and teaching businesses the skills they need to succeed, could you share some insights on how GenAI can be harnessed to boost both organizational productivity and employee well – being simultaneously? In finance, GenAI could improve risk assessment and fraud detection.