Thu.Dec 12, 2024

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No Need to File Your BOI (For Now)

CFO Share

A recent federal court ruling has temporarily halted the enforcement of the Corporate Transparency Act (CTA), which mandated that certain businesses disclose their beneficial ownership information (BOI) to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). This means small business owners do not need to file their BOI by January 1 st , 2025 as previously told by the Department of Treasury.

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End-to-end SAP ERP Software - SourceForge Podcast

Navigator SAP

Navigator Business Solutions, an SAP Gold Partner, is proud to be featured on the SourceForge Podcast , hosted by Beau Hamilton. As a leader in cloud-based ERP solutions, including SAP S/4HANA and Business ByDesign, we specialize in helping small to mid-sized companies streamline operations, enhance efficiency, and drive sustainable growth. With over 500 successful implementations, Navigator is renowned for delivering scalable, impactful business solutions tailored to meet the unique needs of ou

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Kitces & Carl Ep 153: Evaluating The Tradeoffs That Come With Retaining ‘Legacy’ Clients

Nerd's Eye View

There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.

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Increasing Efficiency with Private Equity and Technology

E78 Partners

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge. By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecy

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The Growth Architect: How Financial Leaders are Unlocking Potential

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.

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AI & Cloud Transitions: CFO Zack Johnson on Future-Ready Finance

CFO Thought Leader

Inside The Mentoring Round, CFO Zach Johnson of Cribl shares how embracing AI, careful technology adoption, and strategic foresight drive sustainable success. He describes Cribls AI copilot, designed to enhancerather than automateuser experiences, and the careful balance needed when handling sensitive, mission-critical data. Reflecting on his time at Splunk, Johnson illustrates how shifting from on-premise software to cloud services required complex financial modeling, flexible thinking, and cro

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Sustainable finance in APAC sees growth in Q3, ING reports

Future CFO

Sustainable finance saw a strong year-on-year growth in APAC for the third quarter of 2024, according to ING. The financial services corporation's latest Sustainable Finance Pulse, which features insights and analysis from the evolving world of sustainable finance, reveals that despite a softer overall market for sustainable finance issuance in Q3 2024, green bond issuance showed a modest uptick.

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Increasing Efficiency in Private Equity Through Technology

E78 Partners

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge. By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecy

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Southeast Asian organisations cite security vulnerabilities as top concern for AI use, study says

Future CFO

Organisations in Southeast Asia cited security vulnerabilities, including cyber or hacking risks, as a top concern associated with the risk of using artificial intelligence. This is the findings of a recent Deloitte study, which polled nearly 900 senior leaders across 13 Asia Pacific geographies, including six Southeast Asia (SEA) geographies namely, Indonesia, Malaysia, Philippines, Singapore, Thailand, and Vietnam.

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Members’ Profile: Ronel Jooste

CFO Talks

Members’ Profile: Ronel Jooste In this edition of our CFO Spotlight series, we are featuring Ronel Jooste, a dynamic force in the worlds of finance, wellness, and leadership development. With a career spanning corporate excellence and entrepreneurial innovation, she is the Managing Director of both FinanciallyFit Group and PhysEQFiT Wellness & Leadership Development, where she empowers individuals and businesses to thrive holistically.

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

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!