Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively. Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buyi

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO Dive

NOVEMBER 3, 2023

KPMG found in a survey that 55% of executives do not expect AI to replace financial reporting jobs. But 39% of respondents disagree.

Financial Reporting 278

Financial Reporting 278

Navigator SAP

NOVEMBER 3, 2023

Growth-focused businesses need the infrastructure for rapid scaling, but typically they don’t have time for large software adoption projects. SAP has a solution. Earlier this year, SAP announced S/4HANA Cloud Pubic Edition and its new Grow with SAP program. Beyond the vague corporate-speak embedded in the announcements were a pretty significant evolution of SAP’s products that benefit fast-growing companies looking to lay down an enterprise resource planning architecture for sustained and rapid

SAP 157

SAP Planning 157

Barry Ritholtz

NOVEMBER 3, 2023

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as I’m getting ready for some travel, but this chart is so amazing. It’s hard not to look at the two biggest recovery outliers: The post-WW2 era, and the post-Covid Era. The parallels are pretty strong, especially when it comes to both the Labor market and the Inflation surges.

Economics 116

Economics Marketing Data Analysis 116

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations. Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll fun

Manufacturing 98

Manufacturing Investments Planning Securities 98

The Reformed Broker

NOVEMBER 3, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Eric Jackson, and Downtown Josh Brown discuss the market’s strong start to November, using AI and machine learning to find alpha, the magnificent 7, fintech stocks, the court ruling impacting real estate stocks, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Marketing 64

Marketing 64

CFO News

NOVEMBER 3, 2023

The Competition Commission of India (CCI) is initiating a comprehensive nationwide market study on the cement sector, which has faced accusations of cartel formation affecting pricing. The CCI clarified that this study would be independent of any ongoing anti-competitive behavior cases. The regulator emphasized the significance of a competitive cement market due to its critical role in various sectors like housing and infrastructure, which can influence the country's economic growth.

Marketing 52

Marketing Economics 52

Cube Software

NOVEMBER 3, 2023

Transforming from report-builders to strategic partners The role of finance teams is undergoing a fundamental shift. They’re no longer simply report-builders, but navigators, steering the ship with strategic foresight.

Finance 52

Finance Planning 52

CFO News

NOVEMBER 3, 2023

In a detailed notification issued Tuesday, the central Board of Indirect Taxes and Customs (CBIC) said that to file an appeal, appellant has to partially pay the penalty or interest out of disputed order, have to pay 12.5% of the disputed tax amount or Rs 25 crore out of which 20% payment has to be done via electronic cash ledger.

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Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Focus CFO

NOVEMBER 3, 2023

Our sherpa team of Area President Jeff Farrington and Fractional CFO Rachiel Spiewak has been lucky enough to work with Metro Signs & Lighting, one of the top providers of high-quality, custom sign and lighting solutions in Detroit and Grand Rapids. We have been proud to be a small part of their phenomenal growth and have enjoyed the process of mentoring their finance team and ensuring that they are positioned for continued success.

CFO 52

CFO Finance Accounting 52

CFO News

NOVEMBER 3, 2023

FMCG major Britannia Industries has raised concerns over clear signs of a slowdown in the rural economy, said the company in its earnings conference call. On Wednesday, the company posted a 19% year-on-year (YoY) growth in consolidated net profit for the quarter ended September to Rs 588 crore. Britannia will correct the pricing once commodity prices soften.

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Cube Software

NOVEMBER 3, 2023

The role of strategic planning in SMBs A well-defined strategic plan helps SMBs focus their resources efficiently. It guides decision-making processes, from hiring and budgeting to marketing and product development. By setting priorities, SMBs can allocate their limited resources to areas that will yield the most significant impact.

Strategic Planning 52

Strategic Planning Planning Budgeting Marketing 52

CFO News

NOVEMBER 3, 2023

A McKinsey study released Thursday showed, globetrotters from India are set to soar, given the relative economic prosperity and a growing propensity for international travel. "If India follows China's outbound travel trajectory (which it could, due to similarity in population size and per capita income trajectory), then Indian tourists could make 80 to 90 million trips a year by 2040," said the report, From India to the world: Unleashing the Potential of India's Tourists.

Economics 52

Economics 52

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Investments

Cube Software

NOVEMBER 3, 2023

The essentials of revenue planning for SMBs SMBs often operate as organizations with leaner margins and less wiggle room when it comes to financial errors. A misstep in revenue planning can lead to serious consequences: cash flow shortages, missed opportunities for growth, or even the inability to meet basic operational costs. It's about more than just predicting sales; it's about ensuring the financial health and resilience of the business.

Planning 52

Planning Finance Sales 52

CFO News

NOVEMBER 3, 2023

Recent meetings between senior officials of the Reserve Bank of India (RBI) and bank treasury executives have focused on market appetite for upcoming green bond sales even as the likelihood of liquidity-draining open-market auctions remain a concern for an anxious bond market.

Currencies 52

Currencies Banking Treasury Sales 52

Cube Software

NOVEMBER 3, 2023

The role of operational planning software in finance and FP&A Operations planning (OP) software is essential for finance and FP&A teams. It helps transform strategic goals into day-to-day tasks, making complex financial management more manageable and precise.

Planning 52

Planning Finance 52

CFO News

NOVEMBER 3, 2023

The penalty was imposed on Punjab National Bank due to several violations, including levying SMS charges on certain accounts despite maintaining invalid mobile numbers in the Core Banking Solution (CBS), not strictly adhering to the interest rates as per the pre-disclosed schedule in several term deposit accounts, and failing to specify the interest reset date in MCLR-linked loans.

Banking 52

Banking Accounting Numbers 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Adam Kae

NOVEMBER 3, 2023

Unlocking Success: Consistent Hiring for Digital Marketing Agency Owners Digital marketing agency owners: Are you often feeling overwhelmed, trying to keep up with the rapid growth of your agency? If so, you're not alone, and I understand the challenges you face. One of the most significant obstacles I've noticed is the inconsistency in hiring. Today, I want to delve into the importance of maintaining a continuous and effective hiring process.

Marketing 52

Marketing CFO 52

CFO News

NOVEMBER 3, 2023

Silverline Investment and Finance (SIFPL), an investment vehicle of the Hyderabad-based Narayana Group that operates one of the largest chain of schools and colleges across India, raised ₹1,150 crore for five years at 12.95% on Thursday. Morgan Stanley Private Equity and Banyan Tree Capital, which invested in Narayana Group entity NSPIRA Management Services in mid-2018, were given the exit option.

Finance 52

Finance Investments 52

CFO Share

NOVEMBER 3, 2023

As a business grows, so do its financial intricacies. It’s common for many small business owners and finance directors to handle accounts receivable, accounts payable, and other financial tasks themselves in the early days. However, as the business scales, this can become overwhelming. The question then arises: is it time to hire a part-time bookkeeper?

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

CFO News

NOVEMBER 3, 2023

The study showed that the average annual flows in 2021/2022 surged to nearly USD 1.3 trillion, a twofold increase from the figures of 2019/2020.

Finance 52

Finance 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

CFO Dive

NOVEMBER 3, 2023

The Royal Bank of Canada’s $6 million SEC penalty comes as FASB is updating U.S. guidance for tracking software costs for the first time in decades.

Accounting 290

Accounting Banking 290

CFO News

NOVEMBER 3, 2023

In 2020, Siti Broadband had availed of a loan of ₹5 crore from Aditya Birla Finance, to be repaid in 19 quarterly instalments after a moratorium of five quarters from the first disbursement. According to Aditya Birla Finance, Siti Broadband has been defaulting on payments since November 2021.

Finance 52

Finance 52

CFO Dive

NOVEMBER 3, 2023

Allen Weisselberg’s $2 million severance agreement includes language barring the ex-CFO from disparaging the Trump Organization.

CFO 278

CFO 278

CFO News

NOVEMBER 3, 2023

Addressing the World Food India 2023 meet on Friday, the Prime Minister also batted for promoting the one district-one product plan. He disbursed Seed Capital Assistance to one lakh women involved in the Self-Help Groups sector. He stated that women have a natural ability to lead the food processing segment and form the backbone, along with small farmers and small industries, of this sector.

Planning 52

Planning 52

Advertisement

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Reconciliations