CFO Dive

JUNE 27, 2024

With summer kicking into high gear, it’s a good time to add a little finance-inspired fun — yes sometimes we all need a reminder money can be fun — to your next gathering.

CFO 283

CFO Finance 283

Navigator SAP

JUNE 27, 2024

The Green Wave and ERP In the early 2010s, businesses began to embrace the green wave with Environmental, Social, and Governance (ESG) principles, marking the start of the Green ERP sustainability movement. This shift was driven by growing awareness of environmental issues, the rise of corporate social responsibility (CSR), new regulations, and the realization that ESG is good for business.

Technology 212

Technology 212

Barry Ritholtz

JUNE 27, 2024

I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to me that the post-pandemic era saw sentiment levels far below major dislocations such as the ‘87 crash, the 9/11 terrorist attacks, the Dotcom implosion, or the 08-09 great financial crisis. We have tried to identify the causal factors by considering social media , increases in partisanship , ignorance, even trolling of pollsters.

Economics 121

Economics Budgeting Sales Numbers 121

Future CFO

JUNE 26, 2024

Here and there, the business world witnesses changes around various sectors and organisational functions, hence it is no surprise how Finance undergoes several transformation to keep up with the pace, making way to evolving chief financial officers. In a recent Gartner CFO and finance executive conference, it was revealed that accelerated enterprise artificial intelligence spending and adoption is on the horizon, and CFOs will be responsible for effectively managing the costs and common prob

CFO 97

CFO Finance Leadership Technology 97

Speaker: Gary Dmitriev

Our upcoming webinar aims to demystify the process of selecting and implementing automation tools for financial institutes. This session will provide your roadmap for vetting potential solutions, focusing on due diligence, vendor assessments, and aligning technology with strategic goals. We’ll also address the critical issue of innovation fatigue, offering tips on maintaining enthusiasm and momentum for new initiatives.

Technology

Tips Watch

JUNE 30, 2024

By David Enna, Tipswatch.com Any long-time reader of this site knows I try very hard to avoid political discussions and I discourage political rants in the comments section.

Investments 62

Investments Treasury Finance Securities 62

Navigator SAP

JUNE 25, 2024

Navigator Business Solutions has been named to Bob Scott’s Top 100 VARs for 2024. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software.

Sales 147

Sales Accounting Planning 147

Barry Ritholtz

JUNE 28, 2024

This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. Before co-founding Legalist at 20, Eva studied economics at Harvard College.

Valuation 69

Valuation Finance Economics Investments 69

CFO News

JUNE 28, 2024

" it is felt that the risk adjusted return (RAR) of a scheme portfolio represents a more holistic measure of the scheme's performance because it quantifies the amount of return generated by a mutual fund scheme for each unit of risk taken to achieve that return," Sebi said in a discussion paper.

67

67

The Charity CFO

JULY 1, 2024

Choosing the right accounting services is crucial for the financial health of your nonprofit. The right nonprofit accountant helps your organization properly manage its finances, which improves trust and transparency with stakeholders and donors. Let’s explore the key factors to consider when researching nonprofit accounting services–from the firm’s expertise to its technology recommendations–so you can be sure you’re getting the nonprofit accounting your organization needs. 1.

Nonprofit 52

Nonprofit Accounting Budgeting CFO 52

Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms

Join us for an exclusive webinar hosted by Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms, where he’ll explore the significant impact of embedded finance on the software industry! This session is designed to provide you with the strategic insights needed to navigate the future of SaaS successfully, all while gaining a deeper understanding of how these trends can enhance your competitive edge, boost revenue, and deepen customer loyalty.

Finance

CFO Dive

JUNE 25, 2024

Finance teams deploying the technology need a "trust, but verify" approach to outputs, among other best practices, a pair of Microsoft executives write.

Corporate Finance 273

Corporate Finance Finance Technology 273

Navigator SAP

JUNE 28, 2024

The BTP Integration Suite comes with pre-built integrations managed and updated by SAP for commonly needed cloud applications.

SAP 130

SAP 130

Cube Software

JULY 1, 2024

Executor vs. strategic leader: What's the difference? Before we dive into embracing a strategic mindset, it's helpful to understand the fundamental differences between an executor and a strategic leader.

CFO 52

CFO 52

Nerd's Eye View

JULY 1, 2024

Welcome to the July 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 AI meeting support solution Jump has raised $4.6 million in venture capital, as meeting support has increasingly shown itself as a leading use case for AI as it applies to financial advisors given the s

Education 52

Education Technology Investments Accounting 52

Speaker: Aaron Jacob, VP of Accounting Solutions & Reagan Cook, GTM Lead

Are you struggling to navigate the complexities and challenges that come with crypto accounting? 🤔 This new webinar will cover everything businesses need to know to get started with crypto accounting after incorporating crypto into their business models! Industry experts Aaron Jacob and Reagan Cook of TaxBit will thoroughly explore the prevalent operational hurdles encountered by accounting teams when interacting with crypto on the books, and detail how software solutions can effectively

Accounting

Future CFO

JUNE 30, 2024

Sustainability has made its way to the centre of business considerations as it has become one of the metrics in determining an organisation's financial success. KPMG 's latest white paper, “ Is sustainability good for financial performance? ”, explores the relationship between sustainability and financial returns, including the impact of sustainability investments on financial performance.

Investments 52

Investments Economics Securities CFO 52

CFO Dive

JUNE 25, 2024

The former finance chief of the Detroit Riverfront Conservancy faces criminal charges of bank and wire fraud in connection with a $40 million embezzlement scheme.

Finance 254

Finance Banking 254

CFO Thought Leader

JUNE 25, 2024

Looking back, John Lutz doesn’t hesitate to recall a strategic turn along his career journey when, during his tenure as director of finance at Charter Steel, he transitioned a cumbersome, error-prone Excel model into an advanced, activity-based costing system. By involving stakeholders from across the company, Lutz tells us he not only gained buy-in but also unlocked the power of teams to create a tool that transformed the way the business operated, enhancing both efficiency and profitabil

CFO 59

CFO Leverage Finance Manufacturing 59

Cube Software

JULY 1, 2024

Key financial metrics for benchmarking Financial metrics are the backbone of strategic planning and decision-making for any finance leader. They provide a quantifiable means to assess your company's financial performance, identify strengths and weaknesses, and set realistic goals.

Benchmarking 52

Benchmarking Strategic Planning Planning Finance 52

Advertisement

Choosing the right corporate card program is key to managing employee spending effectively. This checklist highlights important factors to consider, like ease of administration, card acceptance, real-time data, and software integration. It also details features like customizable policy controls, dynamic approvals, and robust analytics to help optimize expense management.

Bank of the West

JUNE 26, 2024

The energy and anticipation were palpable at a recent gathering of hundreds of curious thinkers, aligned with a central purpose: to collaborate, ideate and help shape the future of banking. More… Read more The post Destination Digital 2024: How BMO innovators are shaping the future of banking appeared first on About BMO.

Banking 59

Banking 59

Future CFO

JUNE 27, 2024

Finance leaders are now seeing generative artificial intelligence to have the most immediate impact on explaining forecast amd budget variances, according to Gartner, Inc. A recent Gartner survey revealed that 66% of finance leaders think the technological advancement will affect these organisational functions, as it also showed that there are high levels of uncertainty among finance executives regarding the challenges the implementation of GenAI will bring about.

Forecasting 59

Forecasting Budgeting Finance Auditing 59

CFO Dive

JUNE 27, 2024

Only 1% of organizations that made a cyber insurance claim within the previous year saw their policy cover 100% of the costs they incurred while remediating the incident.

229

229

Lime Light

JUNE 28, 2024

Financial forecasting software is making it so that the CFOs of today can accurately project out the financial realities of tomorrow (and tomorrow’s tomorrow). Taking advantage of the best financial forecasting software in today’s market is critical to establishing a strong, data-backed financial future for your organization.

Forecasting 52

Forecasting Marketing Budgeting Planning 52

Advertiser: Paycor

There’s a new overtime salary threshold that will impact employers across the country. If you have an employee making less than $43,888 on July 1 or less than $58,656 on January 1, you’re going to have to start paying overtime. Download Paycor’s guide to learn: Which groups of employees are affected? How should you classify employees? Best ways to mitigate risk.

CFO News

JUNE 28, 2024

The Central government has earmarked Rs 700 crore to set up centres of excellence at the National Institutes of Pharmaceutical, Education & Research (NIPER) over the next five years to boost pharma and medical technology in the country.

Pharmaceutical 52

Pharmaceutical Technology Education 52

Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll

Education 77

Education Planning Securities Investments 77

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. How can a small team hope to achieve the quality of a public company? Yet missteps in compliance can lead to severe consequences, including bad decisions, financial penalties, and a loss of credibility amongst your investors.

Financial Reporting 52

Financial Reporting Compliance CFO Auditing 52

CFO Dive

JUNE 26, 2024

The transition comes as the tech giant is focused on recovering from sagging sales after heightened demand during the COVID-19 pandemic.

CFO 259

CFO Sales 259

Advertisement

Most people dread the nearing of the month-end close and reconciliation process, and who can blame them? It's typically a tedious, long, stressful process; but it doesn't have to be. Implementing automation into your month-end process can significantly reduce this headache by automating up to 40% of your reconciliation and saving nearly 30% of your time spent.

Reconciliations