CFO Dive

AUGUST 27, 2024

Every transformation should include a robust and detailed business case with defensible and realistic numbers, writes ISG’s Jon Lightman.

Budgeting 294

Budgeting Numbers 294

Navigator SAP

AUGUST 30, 2024

Despite what software vendors think, there’s a balance between having the latest features and continuing to use what works even if it is an older solution. Software is a tool for getting something done and not the goal itself for most businesses. But with every piece of software that is used by a business, there does come a time when updating legacy software makes sense.

SAP 147

SAP 147

Tips Watch

SEPTEMBER 1, 2024

By David Enna, Tipswatch.com If you’ve been overpaying estimated taxes all through 2024 with the intention of purchasing paper U.S. Series I Savings Bonds in 2025 … it’s time for a new plan.

Treasury 98

Treasury Planning Investments 98

Musings on Markets

AUGUST 28, 2024

It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to ChatGPT on November 30, 2022. While ChatGPT itself represented a low-tech variation of AI, it opened the door to AI not only as a business driver, but one that had the potential to change the way we work and live.

Valuation 101

Valuation Construction Investments Numbers 101

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By ditching paper and manual checklists, UNIFY embraced ART’s cloud-based solution for seamless automation. The robust dashboards, exception reports, and completion date reports allowed the team to easily track progress and resolve bottlenecks. ART’s flexible access for auditors ensured tight deadlines were met effortlessly. With competitive pricing and a rapid setup, ART cut costs and minimized disruptions, enabling UNIFY’s team to concentrate on high-impact tasks.

Concentration

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 95

Technology Compliance Securities Planning 95

Navigator SAP

AUGUST 26, 2024

If you are a smaller growing Life Sciences company looking for a suite-in-a-box ERP system that supports Manufacturing, there is an SAP system option ready for you.

SAP 130

SAP Manufacturing 130

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. His resume includes various senior roles at major firms like State Street, HSBC, Northern Trust and BNP Paribas. By 2022, Adams arrived at First Abu Dhabi Bank (FAB) where he oversees the bank’s international client base of global custodians, broker dealers and private banks.

Concentration 86

Concentration Investments Securities Finance 86

Tips Watch

AUGUST 26, 2024

Shorter-term rates will fall. The future of longer-term rates is uncertain. By David Enna, Tipswatch.com Just a few days ago, on Aug. 22, the U.S.

Treasury 94

Treasury Securities Investments 94

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust services.

Benchmarking 74

Benchmarking Communication Investments Numbers 74

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

Join Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms for an informational webinar about how to select the ideal payments provider for your platform! This session highlights the 7 key criteria for assessing payments partners and maximizing the value of your investment. From evaluating technology and business development programs to understanding support and compliance, this webinar will equip you with a comprehensive evaluation framework and strategy for

Compliance

CFO Dive

AUGUST 27, 2024

Printers are still alive and well across finance, healthcare and legal services, industries that rely heavily on hard copies thanks to legal requirements and customer expectations.

Healthcare 212

Healthcare Finance 212

Barry Ritholtz

AUGUST 31, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How To Make Millions As a Professional Whistleblower : A little-known provision in US law permits anyone to blow the whistle on financial fraud — and potentially take home a percentage of the funds collected. One undercover sleuth has made a wild career out of it. ( GQ ) • Why Aging Comes in Dramatic Waves in Our 40s and 60s : A new study suggests that waves of aging-relat

Banking 62

Banking Investments Securities Marketing 62

The Finance Weekly

SEPTEMBER 1, 2024

Apple announced that its Chief Financial Officer (CFO) Luca Maestri will be stepping down starting January 1, 2025. But he is not departing from Apple permanently, instead, he will transition from his role as CFO to lead the Corporate Services team. This role encompasses information systems and technology, information security, and real estate. He will report directly to Tim Cook.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Leadership Planning 52

CFO News

AUGUST 30, 2024

Indian conglomerates face a significant talent shortage which could impact expansion plans and growth. Key sectors like automobile, health, real estate, and construction are the worst hit. Companies like Tata Motors and L&T are investing in training programs to bridge the skill gap and equip their workforce with new-age skills.

Planning 64

Planning Construction Investments 64

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Uncover the latest trends in expense management for small and medium-sized businesses. Our 5th Annual Trends Survey reveals that corporate card use is skyrocketing, but expense software isn't keeping up. This mismatch is creating real challenges for finance teams, who now take an average of 14 days to close their books. Travel policies are shifting to accommodate hybrid work, but many companies are struggling with off-tool bookings.

Finance

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 63

Technology Compliance Securities Planning 63

CFO Dive

AUGUST 27, 2024

The Maryland-based bitcoin miner is pivoting to tap its power infrastructure to serve high-performance data centers that companies need to run AI systems.

CFO 229

CFO 229

Future CFO

AUGUST 28, 2024

Jeanne Boillet , EY Global Accounts Committee Assurance Lead, weighs in with her experience as an auditor, on GenAI, cybersecurity, climate risk and data. First published on Youtube. The post Assessment on AI from an auditor appeared first on FutureCFO.

Accounting 59

Accounting 59

Bank of the West

AUGUST 28, 2024

Since the 1920s, Chicago’s historic Bronzeville neighborhood has been a hub of Black culture and commerce. Today, revitalization efforts are creating opportunities for entrepreneurs and championing economic growth. Renowned for… Read more The post Revitalizing Bronzeville: growing resilient Black small businesses appeared first on About BMO.

Economics 59

Economics 59

Speaker: Duke Heninger

With the rise of fractional finance roles, many CFOs, FP&A professionals, controllers, and accountants are stepping into independent consulting. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting. Whether you’re new to fractional work or refining your approach, this webinar will equip you with a repeatable system for success.

CFO

CFO News

AUGUST 27, 2024

India would soon become the third largest economy in the world, Union Information and Broadcasting, Railways, and Electronics and Information Technology Minister Ashwini Vaishnaw said on Tuesday.

Technology 59

Technology 59

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. This is especially true in the real estate industry, where managing finances can be complex and time-consuming. Discover how tech-enabled tools can transform your real estate accounting. The Challenges of Real Estate Accounting Real estate accounting is multifaceted, involving everything from property management to investment analysis.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Dive

AUGUST 29, 2024

Amy Weaver is also expected to become a special adviser to the CEO once she steps down as the company’s finance chief.

CFO 241

CFO Finance 241

Future CFO

AUGUST 26, 2024

Amid continued experimentation, increased investment, and early enthusiasm, there is a growing need to demonstrate the value of generative artificial intelligence initiatives, according to Deloitte. The third quarterly edition of the Deloitte AI Institute's "State of Generative AI in the Enterprise" report revealed that data and risk remain key challenges to scaling Generative AI.

Investments 59

Investments Securities Technology CFO 59

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Gearing up for 2025 annual planning? Our latest eBook from the Operators Guild is your ultimate guide. Discover real-world solutions and best practices shared by top CFOs, drawn directly from discussions within OG’s vibrant online community. Learn from senior executives at high-growth tech startups as they outline financial planning strategies, align CEO and board goals, and coordinate budgets across departments.

Startups

Cube Software

AUGUST 29, 2024

How are AI tools changing finance? AI tools are changing finance by heavily reducing the amount of manual calculations needed to generate and analyze important financial reports.

Finance 52

Finance Financial Reporting 52

CFO Thought Leader

AUGUST 29, 2024

Inside The Mentoring Round , CFO Matt Steinfort tells us how DigitalOcean is making AI more accessible to small tech companies by offering AI compute capacity in manageable, on-demand chunks. This allows smaller developers to integrate AI into their applications without needing extensive resources. Additionally, DigitalOcean is using AI to enhance its own services, making them easier to consume and more efficient.

CFO 52

CFO Leadership Technology 52

Bank of the West

AUGUST 29, 2024

Running a small business can be challenging – and members of historically underserved groups face additional barriers to success. That’s why BMO is expanding our Zero Barriers to Business programs… Read more The post BMO expands Zero Barriers to Business Programs to support Asian, LGBTQ+ and Veteran-owned businesses appeared first on About BMO.

52

52

CFO Dive

AUGUST 27, 2024

The CFO’s role has blended with that of a chief operating officer’s typical responsibilities, Trintech CEO Darren Heffernan said.

CFO 236

CFO 236

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Finance