E78 Partners

JANUARY 22, 2025

Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprecedented challenges. Without resilience, accounting operations risk becoming a bottleneck that undermines broader business objectives.

Accounting

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. For example, CBQ developed an application for domestic maids to open accounts through mobile.

Banking

Global Finance

MARCH 2, 2025

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. But mostwell, allof the research into accounting fraud has focused on detection rather than prevention. Joanne Horton: Yes.

Forecasting

Strategic Treasurer

JULY 14, 2025

EPISODE MENU 1 – Bank Relationship Management 2 – Bank Account Management Architecture 3 – Cash Forecasting 4 – Process Mindset 5 – Compliance and Leveraging Networks 6 – Strategies for Unforeseen Challenges 7 – Coming soon! Subscribe to the Treasury Update Podcast! Listen in to learn more.

Treasury

Future CFO

DECEMBER 29, 2024

Giselle Arellano-Geronimo , vice president and head of Finance, Accounting, and Procurement at Shearwater Health , emphasises that successful CFOs can resonate with various stakeholders and foster a culture of continuous learning essential for implementing transformative changes.

Finance

CFO Plans

NOVEMBER 18, 2024

Learn More About Building Trust with Investors Leveraging Transparent Financial Management as a Strategic Edge Transparent financial management extends beyond fulfilling regulatory obligations; it acts as a strategic advantage. By demonstrating a commitment to accountability, organizations can significantly boost stakeholder confidence.

Communication

Bramasol

NOVEMBER 11, 2024

Data-Driven Decision Making: The integration of advanced analytics and machine learning capabilities in cloud ERPs enables organizations to leverage their data more effectively, leading to better decision-making processes. Remote Access and Collaboration: The rise of remote work has highlighted the importance of having accessible systems.

SAP

Nerd's Eye View

DECEMBER 24, 2024

And so, whether you’re interested in learning about how writing a book can be an effective advisor marketing strategy, the different ways to leverage a book to attract clients, or how to write a book without having to take a sabbatical, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Paul G.

Communication

Future CFO

DECEMBER 31, 2024

For the new year, the focus lens should indeed be panned to the fact that accountancy professionals make relevant connections between the environment, people, and finance, as according to the Association of Chartered Certified Accountants, they are undoubtedly champions of driving quality decision-making for sustainable value creation.

Accounting

Global Finance

JUNE 9, 2025

Additionally, the bank’s X-Border API enables other banks to automatically send payment instructions to Societe Generale in 40 different currencies from a single account, benefiting from a guaranteed rate for 20 minutes after obtaining the quotation.

Forecasting

CFO Talks

NOVEMBER 25, 2024

How to Handle It: Stand firm on ethical accounting practices and remind decision-makers of the long-term implications of financial misrepresentation. A colleague hints at leveraging this information to trade shares. Consider implementing anonymous reporting systems.

Leadership

CFO Talks

NOVEMBER 21, 2024

I then applied for a Junior Accountant position and pursued further studies to support that career shift. My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization.

CFO

Global Finance

JUNE 9, 2025

This groundbreaking transaction effectively enabled borrowers to leverage Bitcoin as collateral for loans. Virtual Account Based Solutions (VABS) | BNY In January, BNY launched VABS, a cash management solution that promises to provide clients with improved control and access to cash administration activities and reporting capabilities.

Treasury

CFO Plans

NOVEMBER 4, 2024

A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO

Global Finance

JULY 30, 2025

BNP Paribas is leveraging AI to transform its operations and enhance client experience. Andy Schmidt, Tech Consultant, CGI Meanwhile, BNP is leveraging RFPGPT, an AI offering designed for cash management Requests for Proposals. What we don’t know is the precise timing of incoming cash.”

Finance

Global Finance

JUNE 9, 2025

Innovations In Finance Globally From Latin America Best-in-Class Payroll Onboarding Process| BANAMEX To eliminate manual tasks, data errors, and cumbersome processes, Banamex introduced Remote Account Opening Payroll, which connects employees with their employers through a fully digital self-service onboarding process.

Compliance

Future CFO

APRIL 7, 2025

Moreover, Soh thinks technology plays a pivotal role in making sustainability efforts both cost-effective and scalable, with digital platforms like ESGpedia enabling businesses to streamline their ESG data management, automate carbon accounting, and access real-time insights for decision-making.

Compliance

CFO Talks

NOVEMBER 20, 2024

For example, while South African companies follow International Financial Reporting Standards (IFRS), the US requires compliance with its Generally Accepted Accounting Principles (GAAP). Modern project management tools can help track these timelines and keep everyone accountable.

IFRS

Musings on Markets

JANUARY 10, 2025

Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.

Corporate Finance

CFA Institute

FEBRUARY 20, 2025

Paul Lavery, PhD, is an assistant professor of finance at the Adam Smith Business School, University of Glasgow. His research focuses on private equity and venture capital investment, and he has been published in leading academic journals and has been featured in media outlets, including The Financial Times.

Accounting

Global Finance

JUNE 9, 2025

RBI’s New Cash Management Digital Ecosystem| RBI RBI has been a regional leader in adopting faster, more secure processes for electronic bank account management. Its new cash management system provides real-time updates and streamlined data reconciliation as first steps enroute to fully digitized management of all bank accounts.

Profit and Loss

CFO Talks

MARCH 13, 2025

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. This means decisions can be made quickly, without waiting for accountants to prepare reports.

Financial Reporting

Global Finance

DECEMBER 26, 2024

I started in public accounting at Ernst & Young, where we did everything manually. Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. Rouse: You have to be deeply involved in the business; its not enough to just be an accountant. Global Finance: How has the CFO role changed?

CFO

The Finance Weekly

FEBRUARY 23, 2025

How to improve with data: Connect FP&A tools with accounting systems for automated, error-free data transfers. Leverage FP&A software for real-time tracking and forecasting. Use Analytics Leverage predictive tools to identify potential financial threats before they escalate.

Financial Planning and Analysis (FP&A)

Global Finance

MAY 6, 2025

Using the Velocity platform, the banks accounts are tokenized and embedded into QR codes, enabling customers to make instant payments via mobile phones. Business accounts have also evolved, with customers able to generate tokenized account numbers that add precision to transaction reconciliations.

Cash Management

E78 Partners

NOVEMBER 18, 2024

With the support of firms like E78 , companies can leverage the skills of experienced interim leaders to implement robust financial strategies that maintain stability and promote growth during periods of uncertainty. Enter interim leadership, a strategic solution providing organizations with the expertise to navigate these challenging times.

Leadership

Barry Ritholtz

APRIL 17, 2025

Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account. Set up a mad-money account with less than 5% of your liquid capital. ” The cowboy account serves the same function. Buy high, sell low, repeat until broke. If it works out great!

Investments

Global Finance

NOVEMBER 1, 2024

The bank was also the first to open trading and registration accounts in China’s National Greenhouse Gas Emission Reduction Market and jointly underwrote China’s first interbank green office building REITs. By leveraging its entire operation, BOC has positioned itself as a global leader in green finance.

Finance

Strategic Treasurer

JULY 7, 2025

With fine-tuned leading practices for bank relationship management, bank account architecture, forecasting, compliance, managing unknown risks, and more, this guide offers tried and true approaches that will help you and your organization thrive.

Treasury

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. He underscores building internal FP&A talent and leveraging an external IR partner to align messaging and prepare for potential growth opportunities, including going public.

Technology

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. Accountability is another key component. The AFE is also integral to project cost control, ensuring costs are coded correctly and tracked daily.

Finance

E78 Partners

DECEMBER 20, 2024

Effective cloud cost management ensures that every dollar aligns with your strategic goals, enabling better governance, greater accountability, and measurable results. Track and Analyze Cloud Usage Leverage advanced cloud resource management tools to monitor usage patterns, detect inefficiencies, and identify underutilized resources.

Cost Management

CFO Plans

DECEMBER 9, 2024

Such scenarios underscore the importance of a robust small business financial strategy , often necessitating the outsourcing of accounting tasks to professionals. Outsourcing Accounting Benefits: More Than Meets the Eye The benefits of outsourcing accounting are numerous.

Numbers

The Charity CFO

JANUARY 22, 2025

Financial Management Moving from basic bookkeeping to GAAP-compliant accounting became necessary as the organization grew. Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service. If you need help with your accounting and bookkeeping, lets talk.

Nonprofit

CFO Thought Leader

DECEMBER 10, 2024

Develops and mentors high-performing teams, fostering a culture of continuous learning and accountability. So, how can we give these teams more leverage? Focuses on flexible planning to adapt quickly to market shifts and technology transformations. CFOTL: Tell us about Cribl what does this company do and what are its offerings today?

CFO

CFO Talks

APRIL 17, 2025

The most progressive finance teams are investing in business intelligence capabilities, leveraging dashboards, scenario models, and rolling forecasts to guide resource allocation in real time. Are your people skilled in data interpretation, storytelling, and influencenot just technical accounting?

CFO