CFO Dive

JULY 2, 2024

The Supreme Court decision could have major ramifications for federal agencies that rely on old laws to tackle digital-era policy challenges, legal analysts said.

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265

Navigator SAP

JULY 3, 2024

The value of an enterprise resource planning solution (ERP) over standalone business software is the centrality of data and the ability to use this combined data for insight and process automation. For the SAP S/4HANA Cloud Public Edition ERP, integrations and the SAP BTP Integration Suite play a key role in making that possible. An ERP serves as the central nervous system for a business, encompassing and connecting all the various business functions inside and outside of an organization.

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SAP Manufacturing Planning Technology 130

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 230

Technology 230

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 123

Economics Budgeting Sales Numbers 123

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant or getting "ghosted" if they fail to meet the evolving needs of Gen Z consumers. In this new webinar, Brian Muse-McKenney of Episode Six and Matt Simester of Payments Consultancy Limited will reveal key considerations banks should factor into their efforts to develop target products for the next generation of bank customers.

Banking

Global Finance

JULY 2, 2024

The Qatar Stock Exchange (QSE) carried out its first domestic securities lending and borrowing (SLB) transaction in May as part of its strategy to raise market liquidity. The move marked an important development for the QSE, as it looks to increase market and product sophistication, depth, and securities lending. HSBC acted as custodian and agent-lender while QNB Financial Services (QNBFS) acted as the borrower.

Marketing 81

Marketing Strategic Planning Investments Securities 81

CFO Dive

JULY 1, 2024

The watch and jewelry retailer is bringing in a Radisson Hotel and Icahn Enterprises alum as interim CFO after reporting a 22% drop in net sales for its most recent quarter.

CFO 256

CFO Finance Sales Retail 256

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 68

Investments Treasury Finance Securities 68

Global Finance

JULY 2, 2024

The Shift to XML The global move toward XML isn’t just driven by Swift; it represents a broader industry shift affecting a wide range of digital payment players, including financial institutions, clearing systems, intermediaries, ERP and TMS. New TMS/ERP add-ons and emerging fintech offerings will predominantly be based on XML. XML is becoming the new global language for payments and statements, ensuring compliance and unlocking numerous benefits and future services.

Reconciliations 62

Reconciliations Treasury Compliance Forecasting 62

Future CFO

JULY 1, 2024

Editor's note: In today’s A Day in the Life interview, Justin Barch (pictured), CAE, Managing Director, Revenue & Growth, Association for Financial Professionals (AFP) shares with FutureCFO audiences how professional education and travel inspire him to understand clients’ needs better as well as his typical work day. FutureCFO: What does a typical day look like for you?

Problem Solving 64

Problem Solving Education Leadership Finance 64

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

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 285

CFO Finance 285

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

Barry Ritholtz

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? Your own behavior. When it comes to investing, we are our own worst enemies. Why is this, and what can we do to avoid this fate? Neurologist and professional investor Dr. William Bernstein explains how to manage our emotions to avoid poor outcomes in markets.

Investments 57

Investments Marketing Finance Securities 57

CFO News

JUNE 30, 2024

GST, implemented on 1st July 2017, has revolutionized India's taxation system. Parag Mehta and Ankit Joshi explore its achievements, challenges, and future expectations in this insightful analysis.

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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

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 62

Education Technology Investments Accounting 62

CFO Dive

JULY 1, 2024

In coming months the IPO market in the U.S. and beyond faces possible turbulence from intensifying regional conflicts and “an election super-cycle,” EY said.

Marketing 227

Marketing 227

The Charity CFO

JULY 3, 2024

The middle of the year is the perfect time to pause and reflect on your nonprofit organization’s financial health. A midyear financial review helps you identify problems early and align your nonprofit’s financial performance with planned goals. Conducting a review is important, but where do you start? Use this guide to help you better understand how–and why–to conduct a midyear financial review for your organization.

Nonprofit 52

Nonprofit Budgeting Compliance CFO 52

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 70

Valuation Finance Economics Investments 70

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

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.

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Bank of the West

JULY 2, 2024

June is National Homeownership Month, and BMO takes great pride in making the dream of owning a home a reality for individuals and families across the United States. “At BMO,… Read more The post Changing lives and strengthening communities through affordable and sustainable homeownership appeared first on About BMO.

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52

CFO Dive

JULY 1, 2024

Businesses should review their tax positions to see if they are dependent on a regulation that might be vulnerable to a challenge, attorney Robert Kovacev said.

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CFO Thought Leader

JULY 2, 2024

Inside The Mentoring Round, CFO Mo Shahzad of Relativity Space highlights the company’s mission to revolutionize space launch with next-generation rockets, including a larger model set to launch in 2026. Emphasizing 3D printing technology, Shahzad detailed their impressive investor support and multi-billion dollar launch agreements backlog. Shahzad tells us his leadership philosophy centers on fostering a collaborative work environment and prioritizing fundraising to ensure a strong balanc

CFO 52

CFO Prioritization Leadership Manufacturing 52

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Barry Ritholtz

JULY 2, 2024

The transcript from this week’s, MiB: Eva Shang, CEO, Legalist , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.

Finance 57

Finance Profit and Loss Investments Startups 57

The Charity CFO

JULY 2, 2024

Nonprofits are facing increasing pressure to modernize their operations to stay effective and efficient. They are quickly learning that outdated processes hinder an organization’s ability to reach its goals, connect with the community, and engage with donors. If this feels relatable, this article will walk you through the steps you need to modernize your nonprofit operations–from adopting technology solutions to improving data security.

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

Nerd's Eye View

JULY 2, 2024

Welcome everyone! Welcome to the 392nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kristopher Heck. Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal an

Planning 52

Planning Technology Accounting Marketing 52

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.

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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.