Human Capital
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Recommendations for a Controller training program?
Does anyone have a recommendation for a program (or other methods for that matter) for training an experienced business professional who is moving into a controller role as their first finance position? Any suggestions would be appreciated. Thanks!
7
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Can an employer reclaim a signing bonus already paid and taxed as income?
An employee receives a signing bonus to join a firm. The bonus is paid and taxed as w-2 income. The agreement states that the employee return the bonus should he "leave the firm before the end of 5 years". Except in case of death or disability then it's the prorated amount. In year 3 the employer t…
9
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What It Takes To Be A Successful Corporate Controller
What's a general consensus on a profile of a successful Controller?
17
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Are the disability and life insurance premiums paid by employer taxable to employee?
Are the short/long term and life insurance premiums paid by employer taxable to employee? Also, what benefits are included in a group term life insurance? What is a cafeteria plan?
5
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FMLA RETRO?
I think the answer is no, but let me poll the experts. We had an employee take off about 15 days last month. I tried to get her to submit the request for FMLA but she never did and her boss kind of let it slide. She took another three days off last week (After a lot of research, I now know that we …
7
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Professional development for administrative assistants
Do offer/encourage "professional development" for people like AA's or EA's? And if you do, what exactly do you encourage?
5
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Are there any PEOs for countries in Europe?
When expanding in Europe (say sales, support, or maybe R&D of less than 5 employees in any one country), I've been faced with trades-off between 1) local incorporation/employee hire, 2) branch office/employee hire, or 3) independent contractor. These three options all have pros/cons. Might ther…
12
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Can you share tips and tricks for running a corporate workshop?
I'm facilitating quite a few corporate workshops every year and the stakes are getting higher and higher. So I'm wondering if anyone can share some good tips to facilitating a great workshop? As a workshop participant please also share what in a workshop you really like and what you dislike?
5
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Is it ever appropriate to let a contract employee participate in benefits programs?
I contacted the health insurance company and they gave a go ahead as long as the contractor met all other requirements and company policy allowed it. I want to make sure this would not cause any issues with the contractor's status.
1
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Should I let future employers know I passed the Certified Information Systems Auditor (CISA) exam even though I am moving into a career as a network engineer?
I took the CISA exam in September of this year (2015). However, even before then I already found that IT auditing was no longer a major interest of mines like it has been 2 years ago and I no longer want to work as an IT auditor. I discovered my lack of interest back in May of this year. I took the…
1
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Any SF Bay Area winery finance & accounting seminars/educational events?
I'd like to work with wineries on their accounting and financial matters. Where can I attend a seminar on these subjects in the Bay Area?
3
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CFO Severance Agreement must haves
My CEO and I have "mutually agreed" to part ways with a small severance package and typical terms, drawn up by our HR. Is there any language as a CFO that I should be on the watch for or more importantly language that I should focus on getting added? For instance, I'm wondering about year end audit…
2
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Does anyone have suggestions on how an incentive program for professional service consultants that work on fixed price contracts?
Normally we would focus on utilization to bonus consultants but with fixed price contracts we want them to be motivated to finish under budget as well.
1
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Credit Risk Management Process Needed
Credit Risk: I need to develop credit risk policies and procedures for my company. We are not a bank. I'll need to underwrite ~ 20 new clients each month with credit exposure ranging from a few thousand to $100k. Any suggestions on training material?
6
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How Can I Tell if Someone is About to Quit?
I have a really hard time finding quality people for my finance team. I recently lost a really good employee and it was a bit of a surprise to me. I think I must have missed warning size that this person was about to quit. I am hoping others can share from their experiences some warning signs that …
21
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Negotiating increase to market-rate pay failing due to excuse after excuse...
I've been in my current position over 4.5 years now. For the first 4 years, I had very little assistance, and the job was just too big for one person. Even still, the responsibilities kept growing, until I was expected to complete the work of 2.5-3 FTE. After seeing the effects of this, when I coul…
14
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How should I explain in a job interview if I am leaving my current job because of a bad boss?
I am keeping my eyes open for other opportunities because I do not get along with my boss. Looking for advice on how to answer the often asked interview question "why are you leaving?" Should I address the question directly? Is there a way to address it tactfully?
12
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Should the controller be able to limit what HR can see and do?
HR is not able to see or do certain things that pertain to HR because the controller has restricted the access to HR information.
8
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What is the most difficult conversation you have ever had with your boss?
I am looking at getting back into a corporate environment after running my own compnay, and it got me thinking about how different it will be to have a boss again.
15
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ESPP Modeling Template
I work for a publicly-traded company that offers an Employee Stock Purchase Plan (ESPP) to its employees. The discount is currently 5% off the market value of the company's stock on the last day of the offering period. I would like to bring forward a proposal to amend the plan features to make the …
2
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Temporary CFO Agencies
Dear colleagues: Can someone refer a good temp agency or recruiter in NY metro/NJ/CT specialized in accounting/finance? I am seeking a temp assignment as CFO or Controller. During the past few months, have visited website of so called "popular" agencies, however most of positions listed were low pa…
7
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Recommendations for SMB applicant tracking system?
Sorry, don't know if this is appropriate with this group but for smaller companies where you manage the HR department also? Looking for a good Applicant Tracking system software - would prefer a software rather than an online version where you have to pay a fee every month. If anyone has had any…
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