CFO Dive

NOVEMBER 5, 2024

Most components in the Employment Trends Index improved last month, including the share of involuntary part-time workers, the Conference Board said.

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250

Navigator SAP

NOVEMBER 1, 2024

You’re living in a multi-channel world. You probably know about the omnichannel approach to sales. But are you up to speed on the channel-less selling methodology? At first, there was one real channel: the brick-and-mortar storefront. But as technology has changed, sales have become multi-channel. How businesses approach this multi-channel sales environment matters both for competitiveness and customer experience.

Sales 234

Sales Technology Retail 234

Global Finance

NOVEMBER 5, 2024

Global Finance spoke with Yousef Khalawi, secretary general of the AlBaraka Forum for Islamic Economy, about the role of Islamic finance and economics as a holistic and sustainable framework for all economies. Global Finance: Against a backdrop of rising debt, geopolitical and economic instability, how is the role of Islamic finance evolving to address emerging global challenges?

Finance 109

Finance Communication Economics Investments 109

Future CFO

OCTOBER 31, 2024

Broadridge Financial Solutions, Inc. launched a new digital asset information platform to help financial intermediaries comply with regulatory guidelines. According to a press release, the The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets, helping broker-dealers, exchanges, and wallet providers provide their clients and participants with useful on-chain and off-chain information about digital assets, including cryptocurrencies, stable coins, and

Investments 96

Investments Technology Compliance 96

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

CFO Talks

NOVEMBER 1, 2024

Members’ Profile: Charles Humphreys Mbale In this edition of CFO Club Africa’s Members Spotlight, we’re introducing Charles Humphreys Mbale, Director at Sedumame & Associates Pty Ltd and BRICS Energy Africa. With a career spanning finance roles in notable organizations like the Graça Machel Trust and the UK Department for International Development, Charles has built a reputation for his dedication to impactful work and financial expertise.

Prioritization 90

Prioritization CFO Leadership Communication 90

CFO News

NOVEMBER 5, 2024

​The Act also empowers Principal Chief Commissioner (PrCCIT) or Chief Commissioner (CCIT) or Principal Commissioner (PrCIT) or Commissioner rank officers to reduce or waive the amount interest due to be paid.

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Global Finance

OCTOBER 31, 2024

Boeing faces labor strikes, production issues, and regulatory scrutiny. To offset financial ruin, the company is selling $15 billion of common stock and mandatory convertible bonds. The sale is part of an ongoing initiative to stabilize finances and protect Boeing’s investment-grade credit rating while minimizing shareholder dilution. The financing structure lets the company count bonds as equity, hopefully eschewing concerns about its debt load, a critical factor in maintaining its credit ratin

Finance 111

Finance Investments Sales Marketing 111

Nerd's Eye View

OCTOBER 30, 2024

As fiduciaries, financial advisors are required to disclose any conflicts of interest that exist between themselves and their current and potential clients. The conflicts themselves can range from compensation models that impact how much money an advisor might earn as the result of a recommendation (such as specific product recommendations for advisors compensated on commission and 401(k) plan rollover recommendations for AUM-based advisors) to less direct conflicts such as 'soft dollar' benefit

Advertising 84

Advertising Marketing Numbers Planning 84

CFO Talks

OCTOBER 31, 2024

How to Keep Cash Flow Strong by Managing Customer Credit Risk Imagine your business is buzzing, sales are growing, and orders are coming in strong. Yet, when you look at the cash flow, something’s off – money isn’t lining up with the sales you’re making. This disconnect often comes down to one critical issue: customer credit risk. For CFOs, understanding and managing this risk isn’t just about avoiding losses; it’s about keeping your business financially stable, especially in times when cash

Credit Risk 82

Credit Risk Invoicing CFO Sales 82

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing

CFO Dive

NOVEMBER 5, 2024

The global grain trader’s accounting practices and internal controls have been under scrutiny since January when it revealed an internal probe was underway.

Accounting 223

Accounting 223

Tips Watch

OCTOBER 31, 2024

This is a breaking news article and will be updating through the morning. By David Enna, Tipswatch.com The U.S. Treasury just announced a 1.

Treasury 88

Treasury 88

Global Finance

OCTOBER 31, 2024

The GCC’s Shariah-compliant institutions are growing their assets and expanding their reach, thanks to new strategic partnerships and greater tech investment. Islamic banks based in the Gulf Cooperation Council (GCC) countries continue to expand their reach, taking on Shariah-compliant transactions in new industries and establishing new strategic partnerships.

Banking 105

Banking Finance Forecasting Leverage 105

Barry Ritholtz

NOVEMBER 1, 2024

This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT. Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes’ Midas List as well as Fortune’s Top 20 Private Equity Power Players and Modern Healthcare’s 100 Most Influential People.

Healthcare 70

Healthcare Investments 70

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With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.

Financial Reporting

Nerd's Eye View

OCTOBER 31, 2024

For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.

Communication 71

Communication Securities 71

CFO Dive

NOVEMBER 5, 2024

It’s a stressful time for workers, who also report challenges such as increased burnout and declining mental health, Grant Thornton found.

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CFO News

NOVEMBER 2, 2024

India remains the world's fastest-growing economy with investment and private consumption driving growth, according to the IMF's latest Regional Economic Outlook for Asia-Pacific.

Economics 64

Economics Investments 64

Global Finance

OCTOBER 31, 2024

This year’s country winners successfully navigated a period of high interest rates and high inflation. Now they must adjust as central banks turn the tables. The common thread running through this year’s country winners is the resilience they demonstrated during a period of higher interest rates linked to central bank efforts to tame rising inflation.

Banking 98

Banking Finance Economics Currencies 98

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

Communication

Reval

NOVEMBER 4, 2024

​LONDON – 04 November 2024: ION, a global leader in trading and workflow. The post ION wins “best low-latency trading network of the year” at Buy-Side Technology Awards 2024 appeared first on ION.

Technology 59

Technology 59

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol

Planning 58

Planning Communication Technology Sales 58

CFO Dive

NOVEMBER 1, 2024

Generative AI is saving finance teams a lot of man hours as they ditch manual processes, but translating that into dollar-based ROI terms is tricky, panelists said.

Finance 251

Finance 251

Barry Ritholtz

NOVEMBER 4, 2024

My back-to-work morning train WFH reads: • Meet the ‘super users’ who tap AI to get ahead at work : Workers say using AI tools like ChatGPT every day supercharges their efforts and saves them time on the job. ( Washington Post ) • Defining Bull and Bear Markets : There are some loosely accepted definitions but you have secular bull and bear markets as well as cyclical bull and bear markets.

Healthcare 57

Healthcare Startups Marketing Technology 57

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Leadership

Global Finance

NOVEMBER 4, 2024

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

Finance 85

Finance Benchmarking Prioritization Sales 85

CFO Thought Leader

NOVEMBER 4, 2024

When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they built from the ground up, recently raised $112 million in an IPO, listing on the NYSE under the symbol “GRDN.” The milestone reflects a culmination of over three decades of ever thoughtful, strategic decision making in a highly specialized market.

Leverage 52

Leverage CFO Healthcare Leadership 52

Future CFO

NOVEMBER 5, 2024

Data center platform company Digital Edge (Singapore) Holdings Pte. Ltd. published its first Green Finance Framework , laying out guidelines for securing green financing to fund data center projects. Such projects aim to deliver positive environmental outcomes and are aligned with the company’s broader ESG goals , including the company's target to be a carbon neutral platform by 2030, according to a press release.

Finance 52

Finance Securities CFO 52

CFO Dive

NOVEMBER 5, 2024

The SaaS provider is looking to bring AI agents to its customer and IT service segments after reporting $2.7 billion in subscription revenues, driven largely by AI adoption, its CFO said.

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CFO 197

Speaker: Michael Mansard and Katherine Shealy

Generative AI is no longer just an exciting technological advancement––it’s a seismic shift in the SaaS landscape. Companies today are grappling with how to not only integrate AI into their products but how to do so in a way that makes financial sense. With the cost of developing AI capabilities growing, finding a flexible monetization strategy has become mission critical.

Technology