Mon.Dec 09, 2024

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The Art of Financial Mastery: Beyond Numbers

CFO Plans

In today’s dynamic financial services industry, establishing expertise is about more than just crunching numbers. It’s about unraveling the stories behind those digits to offer actionable insights. Let’s dive into a crucial topic: managing financial anxiety while optimizing financial strategies. Unlock Expert Financial Insights Today DIY Financial Pitfalls and Their Hidden Dangers For small business owners and individuals, financial anxiety is often an unwelcome companion.

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Recognizing Emotionally Invested Team Members And Nurturing “Emotional Ownership” For A More Resilient Firm

Nerd's Eye View

For many financial advisory firms, ownership has traditionally been tied to equity, where advisors take on financial risk in exchange for legal ownership and a share of the firm's success. However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.

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Trending Sources

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Members’ Profile: Jerome Reip

CFO Talks

Members’ Profile: Jerome Reip In this edition of our CFO Spotlight series, we are featuring Jerome Reip. Currently the Global Finance Team Leader for the Fracht Group Jerome is responsible for steering complex financial operations and delivering innovative solutions across borders. Jerome’s professional journey began with PwC (Luxembourg) as an Audit Manager, where he built a solid foundation in financial management and corporate governance.

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From Valley To Citi: Q&A With Naveed Anwar

Global Finance

Naveed Anwar, head of platforms and data services, Treasury and Trade Solutions, Citi Services, explains how banks are becoming more agile by embracing disruptive technologies. Global Finance: Is banking constraining compared to Big Tech? Naveed Anwar: I spent most of my career working with well-known technology companies, including Netscape, AOL, PayPal and eBay.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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1055: At the Intersection of Product Love and Financial Leadership | Joanne Chen, CFO, Jellyfish

CFO Thought Leader

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

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FCF Healthcare & Life Sciences Venture Capital Monitor – Europe – 11/2024 published

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new FCF Healthcare & Life Sciences Venture Capital Monitor Europe 11/2024. The Monitor is a monthly published overview of venture capital trends in the. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – Europe – 11/2024 published appeared first on FCF Fox Corporate Finance GmbH.

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The Future Of Banking For A New Generation: İşbank Deputy CEO Sezgin Lüle

Global Finance

bank Deputy CEO Sezgin Lle explains how the Turkish bank, which recently celebrated its centenary, is gearing up for the future of banking. Global Finance: What are banks goals and aspirations for the next century? Sezgin Lle: Being awarded the Global Best Consumer Mobile Banking App for the second time in a row has been an immensely proud moment for us, especially in the year we are celebrating our centenary.

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Ethical Challenges are Increasing in Accounting Today

CFO Selections

When it comes to ethics in accounting the data is in and the numbers arent pretty! According to a global study on ethics by the Association of Chartered Certified Accountants (ACCA), 55% of accounting professionals surveyed said they have witnessed unethical behavior at some point in their careers and 25% said they have previously experienced pressure to act unethically.

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Qatar: Bold Leap Into New Technologies

Global Finance

The worlds biggest exporter of liquified natural gas leverages innovation to pursue diversified growth. Qatar is a destination that usually piques investors interest. In just a few decades, the small desert nation transformed into one of the worlds wealthiest countries. Now, it is using its financial power to reshape its economy once more, unlocking a myriad of new opportunities.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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1055: At the Intersection of Product Love and Financial Leadership | Joanne Cheng, CFO, Jellyfish

CFO Thought Leader

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

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Awards nominations!

Castle Corporate Finance

Castle is delighted to be shortlisted at the 2025 Insider South East Dealmakers Awards, the long-established andhotly contested event which recognises the leading finance and M&A professionals across the region. It has been announced that Castle has been nominated for the following awards: Corporate Finance Advisory Team of the Year Deal of the Year (10m to 40m) Lodge Brothers Funerals Limited sale to an Employee Ownership Trust Deal of the Year (Private Equity) Tribeca Technology Holdings&#

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Why Paris Roney gives: “A single donation can provide someone in need with a reason to get out of bed in the morning”

Bank of the West

BMOs Paris Roney has experienced using United Ways services firsthand, and now encourages others to give back and support United Way during the annual BMO Employee Giving Campaign. When Paris… Read more The post Why Paris Roney gives: A single donation can provide someone in need with a reason to get out of bed in the morning appeared first on About BMO.

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Generating value through data improvement

Future CFO

Michael Spira , CEO and co-founder at software development company DQC , talks on how to deal with data quality issues to make a strong foundation for business and make the most of generative artificial intelligence. First published on Youtube. The post Generating value through data improvement appeared first on FutureCFO.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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African Banking Roundtable: New Focus On Capital Markets

Global Finance

Africa today is the worlds youngest continent, with a growing population and several fast-growing economies, but significant challenges, including the need for regulatory reform in banking and finance. Global Finance recently sat down with representatives of three financial institutions, including two development banks and one commercial bank, to discuss banking and the role it plays in Africas economic growth.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: Why Your Leveraged $MSTR ETF is Sloppy : They’re unpredictable, expensive and messy, but other than that… ( Echo Beach ) How To Avoid Investment Fruit Loops : Fluorescent-colored food and over-hyped investments have something in common. Both use distraction as their chief selling point. Staying focused on the ingredients comprising your food and investments is time well spent.( A Teachable Moment ) Bitcoin Soars Past $100,000 on Trumps Pro-

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Will AI Reboot Supply Chains?

Global Finance

Advanced technologies are being deployed to tackle mounting global disruptions in the urgent battle for resilience. Catastrophic weather events, wars in Ukraine and the Middle East, trade conflicts, global pandemicsthe forces disrupting supply chains are multiplying at a rate few could have anticipated. Since Covid-19 swept the globe, risks have spiraled, forcing governments, industry groups, nongovernmental organizations, and corporate CEOs and CFOs to rethink supply networks from the ground up

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Qatar Debt Capital Markets Gain Traction

Global Finance

Qatar is looking to become a regional model for high-value financial services and a hub for investments and business. This year thus far has been a watershed, as the emirates debt capital markets have grown to around $130 billion, making Qatar the third largest DCM in the region, ranking behind Saudi Arabia and the United Arab Emirates; the variety of Qatari bond issues continues to expand as well.

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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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World’s Best Digital Banks 2024: Global And Regional Winners

Global Finance

Banks leverage AI, APIs, and agile tech to compete with fintechs, enhancing customer experience. Digital banking dynamism continues to hold sway, as banks sharpen their transformation efforts to keep pace with rapid technological advancements. These advancements help them meet customers expectations and compete with more-agile Big Tech and fintech players, an ever-present threat.

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World’s Best Private Banks 2025: Asia-Pacific

Global Finance

Banks expect to more than double client assets. If growth of assets under management (AUM) is the appropriate measure, private banking and wealth management in the Asia-Pacific region are in the best of health. Averaging content from various data providers indicates that AUM in the region grew by $400 billion in 2023 after two years of contraction. Consultancy firm Accenture recently reported that Asian wealth management firms aim to double their AUM to $260 trillion by 2026.

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