CFO Dive

DECEMBER 18, 2024

Nearly half of finance leaders surveyed said they were looking to bring new personnel with AI expertise into their teams.

Finance 244

Finance 244

Navigator SAP

DECEMBER 18, 2024

No matter what your role is within your business, the SAP Business One Usability Package (B1UP) will make your life easier. From sales and customer management, to finance and business operations, to service and project management, our business teams are vital in ensuring that your company will be successful.

SAP 130

SAP Finance Sales 130

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies? Mariana Oiticica : It is increasingly vital to their long-term strategic planning.

Banking 86

Banking Education Analyzing Data Economics 86

Barry Ritholtz

DECEMBER 18, 2024

@TBPInvictus here Our story so far : California has been raising its minimum wage for the past decade, starting at $8/hour through 2013. Many fast food workers (specifically) got bumped to $20/hour, from $16, in April (the law is very specific about who is eligible for the increase). Over that decade, with its minimum wage rising, California’s fast food industry has bested the rest of the US by leaps and bounds.

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Math Numbers Economics Data Analysis 104

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

CSC Advisors

DECEMBER 17, 2024

Securing funding to grow your business can be challenging, but Small Business Administration (SBA) loans are an excellent option for established businesses seeking favorable terms and support. SBA loans are designed to empower businesses by offering lower interest rates, extended repayment terms, and access to larger capital sums than conventional loans.

Profit and Loss 52

Profit and Loss Benchmarking Startups Finance 52

Navigator SAP

DECEMBER 20, 2024

As a business grows, there comes a time when it must move from a collection of small business software solutions to an integrated, industrial-strength enterprise resource planning solution (ERP) built for added complexity and greater transaction volumes. However, ERP is complicated to set up and roll out since it touches all parts of a business and encompasses all of an organizations processes.

SAP 133

SAP Planning Marketing 133

CFO Plans

DECEMBER 16, 2024

Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services. These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders.

Accounting 52

Accounting CFO Leadership Prioritization 52

Barry Ritholtz

DECEMBER 19, 2024

I have been playing a lot this year with ChatGBT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. And the Trader said, “Let there be Value,” and there was Value.

Marketing 52

Marketing Leverage Startups Investments 52

E78 Partners

DECEMBER 20, 2024

Cloud services are an indispensable part of the digital strategy for organizations that seek to innovate and scale. However, managing cloud costs effectively is a complex challenge that demands strategic focus. For technology leaders, particularly in private equity-backed companies, cloud spend management is a critical lever for driving profitability and value creation.

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Cost Management Budgeting Leverage Auditing 52

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

CFO Dive

DECEMBER 16, 2024

Controllers tasked with creating a generative AI implementation plan will benefit from brushing up on their critical thinking skills, IMA’s Rebecca Baker said.

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Planning 200

Nerd's Eye View

DECEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan

Benchmarking 52

Benchmarking Education Investments Planning 52

Future CFO

DECEMBER 17, 2024

The banking sector in Asia is renowned for its resilience and adaptability, and it must continue to innovate to thrive. As we approach 2025, several key trends are reshaping the financial landscape, particularly affecting the dynamics between CFOs and their banking partners. Key trends influencing CFOs in Asia Asian CFOs are increasingly focused on navigating a complex environment characterised by digital transformation, regulatory changesespecially regarding data privacy and protectionsustainab

Banking 52

Banking Risk Management Leverage Compliance 52

Collectiv

DECEMBER 16, 2024

Fresh off the heels of Microsoft Ignite, were back with another episode of Fabric Threads! As 2024 winds down, Microsoft Fabric is closing the year with major announcements and features that set the stage for an exciting future. On this special episode of Fabric Threads, we share two amazing November Fabric updates alongside two of our favorite takeaways from Microsoft Ignitemost notably, the long-awaited write-back addition to Power BI and Fabric!

Forecasting 52

Forecasting Data Analysis Planning Budgeting 52

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Investments

E78 Partners

DECEMBER 19, 2024

The alternative investment industry is facing rapid transformation. Fund managers contend with increasing regulatory requirements, mounting investor expectations, and the complexities of managing multi-asset class portfolios. At the same time, pressure to reduce operational costs and optimize efficiency continues to intensify, particularly for mid-sized and emerging fund managers.

Compliance 52

Compliance Reconciliations Risk Management Technology 52

CFO Dive

DECEMBER 18, 2024

The CFO of the world’s “largest start-up” will join Vercel’s board as the company looks to use $250 million in fresh funding to build out generative AI-enabled tools.

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CFO 195

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.

Planning 52

Planning Compliance Advertising Investments 52

Tips Watch

DECEMBER 19, 2024

By David Enna, Tipswatch.com The U.S. stock and bond markets were sent into turmoil Wednesday by confusing messaging from the Federal Reserve on future inflation and interest rates. As a result, the stock market plummeted and Treasury yields surged higher.

Treasury 57

Treasury Marketing Investments Finance 57

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.

Accounting

CFO Thought Leader

DECEMBER 16, 2024

Maybe it was a little bit of beginners luck, Georgy Egorov tells us, reflecting on his first CFO appointment at a biotech startup. Although the life sciences firms blend of knowledge-driven resources and AI placed it at the forefront of drug discovery innovation, Egorov identified a critical vulnerability: the companys model depended too heavily on a small set of major pharmaceutical customers, leaving its growth in the hands of external decision-makers.

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CFO Finance Pharmaceutical Leadership 52

CFO News

DECEMBER 17, 2024

When India started as an independent automaker, the world believed that there was very little chance of survival, says Mahindra Group Chairman Anand Mahindra on Tuesday.

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CFO Dive

DECEMBER 20, 2024

CFOs need to gain a baseline understanding of how their companies are perceived externally — those that don’t are “flying blind,” McKinsey’s Andy West says.

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Nerd's Eye View

DECEMBER 17, 2024

Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he

Compliance 52

Compliance Planning Accounting Technology 52

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.

Accounting

Tips Watch

DECEMBER 15, 2024

By David Enna, Tipswatch.com Just a week ago, I posted an article theorizing that real yields for Treasury Inflation-Protected Securities were beginning to crest, especially for shorter-term issues.

Treasury 56

Treasury Securities Investments Finance 56

Lime Light

DECEMBER 20, 2024

It is a traditional practice for companies to project estimates and expectations for a new fiscal year. To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. This tool aids businesses in projecting future income and costs, guaranteeing efficient use of resources and strategic decision-making.

Forecasting 52

Forecasting Budgeting Planning 52

The Charity CFO

DECEMBER 18, 2024

Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it’s crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. 1.

Nonprofit 52

Nonprofit Auditing Compliance Budgeting 52

CFO Dive

DECEMBER 17, 2024

Ned Segal is joining the public sector roughly two years after Elon Musk acquired Twitter, now known as X, and swiftly fired the finance chief.

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CFO Finance 191

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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.

Reconciliations