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5 Essential Implementation Questions When Buying ERP Software

Navigator SAP

A new ERP solution can dramatically upgrade a business with added visibility, automation, and more efficient operational processes among many other benefits. However, when buying ERP software, some essential implementation questions should be asked before purchase.

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No, not all companies are abandoning diversity, equity and inclusion. Here’s why.

CFO Dive

Amid a high-profile backlash, many businesses are scrutinizing their policies. But the vast majority end up sticking with DEI, in part because it’s key to growth.

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Rate cut to trigger slow rise in real estate investment ‘tide’

CFO Dive

Richard Barkham, CBRE’s global chief economist, is expecting “a meaningful uptick” in commercial real estate deals rather than an “explosion.

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Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)

Nerd's Eye View

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon.

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If It Aint Broke, Don’t Fix It: A Dangerous Mindset

Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

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Never Settle, Fostering a Culture of Continuous Learning in Finance

CFO Talks

Never Settle, Fostering a Culture of Continuous Learning in Finance In the ever-evolving landscape of finance, the role of the CFO has transformed dramatically. No longer confined to balancing books, today’s CFOs are at the forefront of shaping strategy, guiding decision-making, and steering their organisations through complex challenges. To maintain a competitive edge, it’s crucial to embed a culture of continuous learning within your finance team.

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CFOs trim spending while facing hazy post-election prospects: Fed survey

CFO Dive

The hard-to-predict outcome from the presidential election in November has shown several signs of sapping business confidence.

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HSBC may appoint Indian origin Pam Kaur as first woman CFO in its history

CFO News

Kaur is a strong contender for the chief financial officer role that became available after Georges Elhedery assumed the position of CEO at Europe's largest lender on September 2

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7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5

Nerd's Eye View

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

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Bridging the Gap: Dr. Daan Steenkamp on South Africa’s Underinvestment in Intangible Assets

CFO Talks

In this podcast, Dr. Daan Steenkamp, CEO of Codera Analytics, discusses the growing importance of intangible assets like data, software, and intellectual property in South Africa’s economy. While global economies have seen rapid growth in investments in these assets, South Africa lags behind, particularly in data and intellectual property investments.

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Business Travel Expense Strategies for Everybody

Global business travel is surging, with companies spending as much as or more than they did before the pandemic. This trend is expected to continue, with more growth on the horizon. The types of travelers are also changing, with millennials and Gen Zers taking on the majority of the load. Business travel is evolving, and younger generations expect less hassle, even though there are more ways to book and pay for travel than ever before.

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Considering an I Bond rollover? Do it the right way.

Tips Watch

For some investors, cashing in low-fixed-rate I Bonds makes sense, combined with the gift-box strategy to add to holdings in October. By David Enna, Tipswatch.

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GSTN says tax documents issued by it valid despite no visible signatures

CFO News

This advisory comes in response to growing doubts regarding GSTN documents that lack visible digital signatures in their downloadable PDF formats, which have been legally challenged by some taxpayers.

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MiB: Kyla Scanlon on Vibecessions & Gen Z

Barry Ritholtz

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. We discuss how she came up with the idea of a “ Vibecession ” and how it became a popular New York Times guest essay.

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Elemental selects ION’s Aspect to power its metals, battery, and commodities trading business

Reval

LONDON – 26 September 2024: ION Commodities, a leading global provider of commodity. The post Elemental selects ION’s Aspect to power its metals, battery, and commodities trading business appeared first on ION.

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4 Things Great Companies Do to Improve Cash Flow

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

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Investing for safety: The era of 5% yields is ending

Tips Watch

By David Enna, Tipswatch.com We knew this day would come, after enjoying 5% nominal yields on very safe investments for more than a year.

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Seize the day: Optimize your risk management strategy to improve your bottom line

CFO Dive

As we move closer to 2025, the insurance market presents a window of opportunity with a period of relative stability compared to the volatility of recent years.

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Death of a young CA

CFO News

​If you read any research reports on India's growth story, they keep saying that the country’s best bet is its working-age population. But if one scrolls through the kind of stories people are speaking of, you’d wonder if we are indeed creating a conducive place for people to work.

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Does a Cost-Effective Integration Playbook Make Sense for Your Next Acquisition?

E78 Partners

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. But how do you know when it’s the right time to use them, and what should they include? We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration.

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The Financial Leaders Playbook: How To Deliver Insight, Oversight, And Foresight

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

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5 Tips to Maximize Your SBA Loan Benefits This Tax Season

CSC Advisors

5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. As you approach the 2025 tax season, it’s crucial to leverage your SBA loan’s financial advantages effectively. Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow.

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Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten busier than ever at work and at home) to the extent that they're more willing to work with someone to navigate those financial challenges; while al

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Norfolk Southern acting CFO goes permanent amid C-suite shakeup

CFO Dive

The Atlanta-based freight rail operator is refilling its ranks with insiders after firing its CEO and chief legal officer who were found to be having an affair.

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PLI Scheme boosts manufacturing output to Rs 10.90 lakh crore, creating 8,50,000 jobs

CFO News

The Production Linked Incentive (PLI) Scheme has transformed India’s manufacturing sector, elevating output to ₹10.90 lakh crore, creating over 8,50,000 jobs, and significantly increasing exports and foreign investment, says the Ministry of Commerce & Industry.

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7 Essential Criteria for Choosing the Right Payments Partner

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

In this webinar, Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms, will dive into the 7 must-have criteria for evaluating payments partners, helping you maximize both efficiency and the long-term value of your investment. From assessing technology capabilities to leveraging business development opportunities, this session will give you a clear, actionable strategy to select the right partner for scaling your business.

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G2 recognizes Cube as a Momentum Leader, awarding badges for high performance and more (Fall ‘24)

Cube Software

This just in: Cube stands out in G2's Fall Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

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SOC 2 Compliance: Strengthening Data Security for your business

E78 Partners

Data privacy and security are at the forefront of concerns for most organizations. For mid-market and enterprise companies, as well as those in the Private Equity space, maintaining these protections is crucial due to the vast amounts of sensitive data they manage. Information security can be especially complex to implement and monitor across portfolio companies and sponsors.

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Deloitte: CFOs as pivotal leaders in sustainability in APAC

Future CFO

Chief financial officers are emerging as pivotal leaders in sustainability across the Asia-Pacific region, according to a new report by Deloitte. According to the Asia Pacific Mandatory Sustainability Reporting , which highlights the critical role of CFOs in navigating complex and evolving sustainability reporting requirements, ensuring assurance-ready sustainability reporting, and driving business value through effective sustainability practices, 60% of organisations cannot forecast the number

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Controllers prep for ‘dramatic’ role changes, focus on value creation: EY

CFO Dive

While controllers recognize that change is coming, and coming quickly, they “don't necessarily have a view on what that will look like,” EY’s Myles Corson said.

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How Unify Turned Month-End Mayhem Into a Growth Party With Automation!

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.