FP&A
This is our primary tool for financial planning and forecasting
What is Anaplan
These are the two Primary Tier 1 Systems Implementations Related to Accounting
What are Zoura Revenue & CLM
This is what P2P stands for
What is Procure-to-Pay
What GBO stands for
Growth and business operations
These two key partner incentive agreements are up for renewal in 2026
What are Visa and Mastercard?
The purpose of Internal Audit
What is a governance organization to ensure we have a corporate-level approach to enterprise risk and controls?
Our Vision and Our Mission
What is to power the future of real estate (V)
and to build the platform where real estate comes to do business (M)
The reason we need a Sales Deal Calculator
What is to better understand the holistic economics of a specific deal inclusive of all discounts, rev shares, etc.
What CLM stand for and the AppFolio's chosen vendor
What is Contract Lifecycle Management and Ironclad
The reason we are implementing a new corporate card program
What is to improve controls and reduce potential fraud
Screening is introducing this new growth motion in 2026
What is growth sales?
Implementing 3DSecure reduces this...
What is reducing fraud chargebacks for our customers (i.e. a resident disputing a real credit card transaction)
Who does internal audit report to?
What are our Board of directors, specifically Audit Committee and Risk Compliance and Oversight Committee?
The three strategic pillars for our company in 2026
What are
1. Differentiate to Win
2. Deliver Performance Efficiently
3. Great People and Culture
These are two of the key priorities within the Capital Allocation category
What are
1. Investment allocation (process and standard approach for business cases/modeling)
2. Integrated cash flow model & forecast
3. Strategic planning (3Y plan & model)
These accounting priorities keep Don Rigler up at night
What are all of them
Why we are implementing a CLM system
What is to gain clean data, clear ownership, standardized templates, and easy-to-find contracts
This is the "make or break" growth initiative in 2026?
What is Resident: ROL (SN) and LiveEasy
This is the definition of good funds
What are funds provided by residents that property managers confidently believe will not be chargedback (specificly during the move in flow)
Two of the four pillars of Internal audit goals:
What are
1. Risk Assessment
2. Risk Assurance
3. Audit Maturity
4. Compliance
This is the brand-approved name of our SecondNature offerings that we are leading with to drive a system of growth.
What is Resident Onboarding Lift (ROL)?
These are 3 of the 4 focuses in the Business Partnership category
What are
1. Operationalize Resident Strategy
2. Revamp Quote-to-Cash (sales calculator)
3. Refreshed FP&A Operating Model
4. Deliver AI Impact and Technology Catalog
The objective of Accounting's payroll-processing related KR
What is reducing the payroll processing timeline from 3 days to 2 days
This is the tool we use for expense and invoice automation
What is AppZen?
Why we need a Product Pre-launch Framework
What is ensuring the appropriate cross-functional teams have visibility and advance notice for upcoming product launches so we can operationalize new products.
The reason why chargebacks are a negative experience for our customers
What is that chargebacks pull back money from our property managers, many of which are real transactions that the resident has disputed.
Name 3 of the 7 top seven Tier 1 Risks identified in the Enterprise Risk Assessment
What are
1. Product Delivery
2. Competition
3. Legal and Regulatory Compliance
4. Data Governance
5. Internal and Product Security
6. Third Party Security
7. Payment Loss
Three Industry Segments we serve through the property manager
What are
- Resident
- Owner/Investor
- Vendors
These are included in our "refreshed FP&A Operating model"
What are
1. Create FP&A SOP (calendar, cadence, deliverables, file structure)
2. Define partnership model with TA, HRBP, and Total Rewards
3. Consistently deploy opex dashboard
Why a revenue recognition system (Zoura Revenue) is needed
What is to handle more complex deal structures (market share campaign) and new product offerings (resident, TCO, marketing credits)
What TPRM stands for and why it matters
What is Third Party Risk Management and to ensure the third parties we contract and integrate with meet our security and risk standards.
These are the five business areas GBO is focused on in 2026?
What are
1). Resident Onboarding Lift
2). Live Easy
3). Folioguard
4). Payments
5). Folioscreen
Instead of a card number, this is used to process transactions which increases the security and success rate of transactions.
What is a network token
The difference between 1st, 2nd, and 3rd line of defense.
What is
1st Line - Front Line Business Owners (i.e. product owners - people who are actually running the business)
2nd Line - a quality assurance function, internal group that checks front line business owners (i.e. Chris Harding & enterprise risk)
3rd Line - an independent third party (internal audit, external auditors) that ensures our controls are appropriate
The 5 Finance Strategy Framework Categories
What are
1). Trust & Assurance
2). Business Partnership
3). Capital Allocation
4). Systems & Scalability
5). Great People & Culture