Trending Articles

article thumbnail

Spirit Airlines cleared $5.4M in retention awards before bankruptcy

CFO Dive

The budget airline’s CEO will receive a $3.8 million retention payment while its CFO will get $175,000, according to an SEC filing.

Budgeting 282
article thumbnail

Why a Fit-to-Standard Solution Saves You Time and Money

Navigator SAP

What is a Fit-to-Standard Solution? Fit-to-standard sounds complicated, but really it is a simple idea: Instead of using custom systems and processes, make them conform to the industry standard that everyone is using. A fit-to-standard solution is one that solves the problem in a standard way. One example of a fit-to-standard solution is Apple’s address book.

Invoicing 166
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

How to Calculate the SaaS Magic Number

The SaaS CFO

SaaS operators must understand the balance between sales and marketing spend and the acquisition of net new revenue. Enter the SaaS Magic Number. Here are my thoughts on how to use the Magic Number in 2025. Overinvest in sales and marketing relative to your new SaaS ARR bookings and will you not the see the […] The post How to Calculate the SaaS Magic Number appeared first on The SaaS CFO.

Numbers 106
article thumbnail

Medicare costs for 2025, once again, are rising faster than inflation

Tips Watch

Part B costs, deductibles and IRMAA surcharges will increase about 5.9% next year. By David Enna, Tipswatch.com Just a month ago, Social Security beneficiaries learned their benefits would rise by 2.5% starting in 2025, the lowest increase in four years.

article thumbnail

Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

article thumbnail

Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rat

More Trending

article thumbnail

Fostering Strong Relationships for Organisational Growth 

CFO Talks

Fostering Strong Relationships for Organisational Growth Every CFO knows that balancing financial targets with operational efficiency is challenging enough—but in today’s world, there’s another crucial factor: relationships. As organisations aim for growth, the strength of their internal and external relationships often determines how resilient and adaptable they can be.

CFO 94
article thumbnail

Coming March 18: “How Not To Invest”

Barry Ritholtz

Well, that was a lot more fun than I expected! I submitted the final manuscript for my new book, How Not to Invest , last week. The final edit will involve some back-and-forth, but the writing is finished. I recall “ Bailout Nation ” as more of a slog, in part because so much of it happened in real-time. I constantly rewrote entire chapters as various companies blew up.

article thumbnail

U.S. annual inflation ticks up to 2.6%, but matches expectations

Tips Watch

By David Enna, Tipswatch.com It’s good news when a monthly U.S. inflation report matches expectations. And October delivered, even though annual all-items inflation ticked higher and core remained too strong for comfort. The U.S.

article thumbnail

Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

Nerd's Eye View

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks.

article thumbnail

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

article thumbnail

Retail sales rise in hint of cheer for holiday consumer spending

CFO Dive

Recent signs of robust consumer spending and persistent inflation prompted Wall Street to reduce the odds that the Fed will cut the main interest rate by a quarter point at its December meeting.

Sales 272
article thumbnail

US Election Impact on the Indian Economy: Key Considerations and Potential Outcomes

CFO News

The US, being the world’s largest economy, plays a crucial role in shaping global market sentiment, with India maintaining strong economic ties in this context. The Indian government now faces the task of evaluating how the election result will impact trade negotiations, existing agreements, and opportunities for new deals.

article thumbnail

MiB: Colin Camerer on Neuroeconomics

Barry Ritholtz

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University, and held a visiting professorship at Oxford University.

article thumbnail

1050: Harnessing the Power of Three: Dynatrace’s Layered AI Strategy | Jim Benson, CFO, Dynatrace

CFO Thought Leader

One of the key lessons that helped advance Jim Benson down the CFO path was one in clarity and focus during his tenure as FP&A leader for the customer service division of Compaq, freshly acquired by Hewlett-Packard. Eager to influence how the division’s performance was presented, Benson dedicated himself to crafting detailed reports and narratives.

CFO 69
article thumbnail

Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

article thumbnail

Thursday’s 10-year TIPS auction will benefit from surge in real yields

Tips Watch

By David Enna, Tipswatch.com Reality is beginning to settle in on the U.S. bond market.

article thumbnail

Economists predict above-trend economic growth in 2025: Wolters Kluwer

CFO Dive

Economists at companies ranging from Goldman Sachs to Ford Motor and KPMG to Wells Fargo now see only a 27% probability of recession in the next 12 months.

Economics 280
article thumbnail

India clocks 12 pc rise in deal volume in Jan-Oct, China sees 23 pc decline

CFO News

India saw 11.9 per cent increase in deal volume (year-on-year) in the January-October period, bucking the overall trend in the Asia-Pacific region, a new report has said.

59
article thumbnail

At The Money Celebrates its First Anniversary

Barry Ritholtz

Hard to believe a year ghas blown by that quickly, but it’s been that long (or short) since the first At the Money podcast dropped in 2023. With Masters in Business in its 10th year, the nice folks at Bloomberg asked if I had any ideas about any new shows. My initial response was, “Let me think about it.” I looked around to see what else was available and noticed a void.

article thumbnail

Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

article thumbnail

Top Audit Readiness Challenges and How to Overcome Them

E78 Partners

Audit season presents a set of unique challenges for private equity-backed companies, particularly those that must balance the expectations of investors with the demands of compliance. Here are four of the most common audit preparation obstacles and practical ways to overcome them, based on client experience supporting finance teams through efficient and streamlined audits.

article thumbnail

Abacum FP&A Reviews

The Finance Weekly

Overview of Abacum Abacum is one of the newer FP&A solutions on the market and was founded in 2020 by Julio Martinez and Jorge Lluch Valdecasas. They were both CFO's who saw a big gap in midmarket companies' financial planning, as the amount of data and reporting needs are always growing, while the tools to help with that weren't keeping up.

article thumbnail

3 CFO steps for finding opportunity in geopolitical instability: McKinsey

CFO Dive

The financial and political order built after World War II faces mounting challenges to the flow of goods, capital and services and outright conflicts in the Middle East and Ukraine.

CFO 204
article thumbnail

Southeast Asia's IPO market poised for rebound in 2025

Future CFO

The future of the initial public offering (IPO) market in the Southeast Asian region comes with expected interest rate cuts alongside easing inflation may create a more favourable environment for IPOs in the years ahead, according to Deloitte. "Southeast Asia’s strong consumer base, growing middle class, and strategic importance in sectors like real estate, healthcare, and renewable energy remain attractive to investors," says Hwee Ling Tay , accounting & reporting assurance leader at Deloit

article thumbnail

Solve Your Firm's Automation Complexities Once and For All

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.

article thumbnail

#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

Welcome everyone! Welcome to the 412th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anjali Jariwala. Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 cli

article thumbnail

Critical Thinking: The CFO’s Secret Weapon in an Uncertain World 

CFO Talks

Critical Thinking: The CFO’s Secret Weapon in an Uncertain World South Africa’s economy is anything but predictable, with CFOs often finding themselves at the intersection of financial stewardship and strategic leadership. In a country where economic disparities, regulatory shifts, and global influences constantly reshape the business environment, one skill stands out as indispensable: critical thinking.

article thumbnail

Indian economy capable of handling global shocks: RBI Governor

CFO News

Reserve Bank of India (RBI) Governor Shaktikanta Das has said that the Indian economy is strong enough to handle any adverse fallout from global events.

Banking 59
article thumbnail

C-suites vie for shrinking pool of experienced CFOs: Russell Reynolds

CFO Dive

There’s a growing “agnosticism” surrounding the age of finance chiefs as the supply of experienced CFOs grows more constricted, Russell Reynolds’ Jenna Fisher said.

Finance 179
article thumbnail

Travel and Expense Policy Success: Your Essential Checklist

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.