CFO Dive

NOVEMBER 4, 2024

A company's success and growth are deeply influenced by the financial stability and creditworthiness of its customers.

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Global Finance

NOVEMBER 4, 2024

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

Finance 105

Finance Benchmarking Prioritization Sales 105

CFO Dive

NOVEMBER 4, 2024

Compliance with the standards update “isn’t going to be cheap” for many firms, but the FASB has taken steps to reduce the cost to preparers, board member Fred Cannon said.

Compliance 295

Compliance 295

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol

Planning 79

Planning Communication Technology Sales 79

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

CFO Dive

NOVEMBER 4, 2024

As AI further complicates a tricky risk environment, CFOs and internal auditors need to reach a strategic alignment, IIA’s Anthony Pugliese said.

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CFO Dive

NOVEMBER 4, 2024

“Customers are really pushing us to provide better, more actionable answers,” Apptio’s Eugene Khvostov said.

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Reval

NOVEMBER 4, 2024

​LONDON – 04 November 2024: ION, a global leader in trading and workflow. The post ION wins “best low-latency trading network of the year” at Buy-Side Technology Awards 2024 appeared first on ION.

Technology 59

Technology 59

CFO Dive

NOVEMBER 4, 2024

Auto industry's 5-year leap: 14% CCC boost, 11% faster inventory-turnover, 58-day supplier terms. Discover how!

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Barry Ritholtz

NOVEMBER 4, 2024

My back-to-work morning train WFH reads: • Meet the ‘super users’ who tap AI to get ahead at work : Workers say using AI tools like ChatGPT every day supercharges their efforts and saves them time on the job. ( Washington Post ) • Defining Bull and Bear Markets : There are some loosely accepted definitions but you have secular bull and bear markets as well as cyclical bull and bear markets.

Healthcare 57

Healthcare Startups Marketing Technology 57

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

CFO Dive

NOVEMBER 4, 2024

If it is, you’ll want to know that before facing a shareholder lawsuit, Jason Bishara of NSI Insurance Group says.

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CFO Thought Leader

NOVEMBER 4, 2024

When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they built from the ground up, recently raised $112 million in an IPO, listing on the NYSE under the symbol “GRDN.” The milestone reflects a culmination of over three decades of ever thoughtful, strategic decision making in a highly specialized market.

Leverage 52

Leverage CFO Healthcare Leadership 52

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential. This article delves into the critical components of strategic financial planning, offering a comprehensive guide for organizations seeking to enhance their financial h

CFO 52

CFO Cost Management Leverage Planning 52

Lime Light

NOVEMBER 4, 2024

Choosing the wrong enterprise performance management (EPM) software means your team will spend months implementing a system, only to discover it doesn’t fully integrate with your current tools.

Forecasting 52

Forecasting Budgeting Planning 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

The Finance Weekly

NOVEMBER 4, 2024

Financial models might sound intimidating, but let’s break them down in a way that makes sense. When we talk about Capital Expenditures (CapEx), we're referring to the money a business spends to buy, maintain, or improve its fixed assets like buildings, equipment, or technology. Understanding how to calculate CapEx is essential for anyone looking to build reliable financial models, whether you're a seasoned CFO or just starting out in finance.

Budgeting 52

Budgeting Financial Modeling Manufacturing Prioritization 52

Lime Light

NOVEMBER 4, 2024

Companies invest significant time in gathering data and preparing financial statements but struggle to get the most value from them. The complexity of financial reporting arises from managing variables like revenue timing, expenses, and working capital, which distorts the overall financial picture if not carefully handled.

Financial Reporting 52

Financial Reporting Investments Forecasting Budgeting 52

CFO Selections

NOVEMBER 4, 2024

Every year, millions of people have a great idea for a product or service. It might be either the formation of a new business or an addition to a current organization. Some never get off the ground, but some end up changing the world! According to recent data , 90% of startups fail every year, but the remaining 10% offer the potential to shape how we live our lives and transform the communities around us in significant ways.

Planning 52

Planning Startups Budgeting 52

Lime Light

NOVEMBER 4, 2024

According to the 2024 Global Finance Trends Survey, 69% of finance leaders recognize the critical role of financial planning and profitability analysis in strategic decision-making. Interpreting financial data, especially complex datasets, can pose challenges, even for seasoned professionals.

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Planning Financial Data Finance Financial Reporting 52

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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

CFO Thought Leader

NOVEMBER 4, 2024

Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE’s esteemed Financial Management Program (FMP), she was eager to absorb every detail. Unbeknownst to her at the time, this moment marked the beginning of a transformative 17-year journey with General Electric. “FMP allowed me to figure out what I really like to do, what I gravitate towards, and what I’m not

Leadership 52

Leadership CFO Technology Finance 52

CFO News

NOVEMBER 4, 2024

India's government has put forward a proposal to consolidate the country's regional rural banks from 43 down to 28. This move aims to bolster the banks' capital and reduce expenses. These banks, which primarily serve rural communities, held a combined 6.6 trillion rupees in deposits as of March 31, 2024.

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Banking 40

Barry Ritholtz

NOVEMBER 4, 2024

 The transcript from this week’s, MiB: Annie Lamont, Managing Partner of Oak HC/FT , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : What can I say about this week’s Rockstar guest, Annie Lamont, incredible track record as a venture capitalist.

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Healthcare Investments Numbers Marketing 52

CFO News

NOVEMBER 4, 2024

In this article, Ashok Haldia, a seasoned finance expert and Chartered Accountant, explores the critical role of internal audit in enhancing ESG governance, emphasizing its potential to assist in navigating ESG and bring integrity in ESG reporting that goes beyond mere compliance.

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Auditing Compliance Finance Accounting 40

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

CFO Talks

NOVEMBER 4, 2024

Members’ Profile: Cheryl-Lynn Freeman In this edition of CFO Club Africa’s Members Spotlight, we’re introducing Cheryl-Lynn Freeman, Director and Owner of Mzansi Business Services. Cheryl-Lynn’s career is marked by her commitment to empowering communities and nurturing future finance professionals. With an Honours in Accounting Science, a Dale Carnegie Management Diploma, and recent certification from Duke’s Executive Programme, she’s also pursuing dual master’s degrees in MBA and eCommerc

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CFO Education Finance Accounting 98

CFO News

NOVEMBER 4, 2024

Indian banks are establishing a committee to address concerns regarding the Reserve Bank of India's (RBI) proposed regulations. The new rules mandate one entity per banking group for specific businesses, impacting subsidiaries. Banks find the two-year compliance window too short, particularly for listed subsidiaries, and plan to engage with the RBI and government stakeholders.

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Banking Compliance Planning 40

CFO News

NOVEMBER 4, 2024

India is updating its electricity demand forecasting to match generation needs and maintain grid stability amid rising use of renewable energy. The Central Electricity Authority will collaborate with weather agencies for better data and conduct more frequent forecasts. This aims to accurately predict demand, manage costs for utilities and avert blackouts.

Forecasting 40

Forecasting Planning 40

CFO News

NOVEMBER 4, 2024

The NCLAT ruled that invoices with interest clauses are not enforceable against debtors without a formal interest agreement. The tribunal found that the debtor had already paid the principal amount. The operational creditor's appeal against the Adjudicating Authority's order was dismissed. The NCLAT's decision provides clarity on the enforceability of interest claims in corporate debt cases.

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Invoicing 40

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing