Tue.Aug 06, 2024

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Warehouse robot momentum faces cost, ROI challenges

CFO Dive

Companies that invest in the pricey technology may need to wait two to three years on average to see a return on investment, market analyst Ash Sharma said.

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Ex-NYSE Regulatory Chief Labovitz On Launching Green Stock Market

Global Finance

Daniel Labovitz, the former NYSE head of regulatory policy, is swapping the traditional stock market blues for a greener pasture. As the CEO of the Green Impact Exchange (GIX), he aims to introduce the first US stock market exclusively focused on the $50 trillion-plus global green economy. If GIX gets the green light from the US Securities and Exchange Commission, it plans to kick off trading in 2025.

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Trending Sources

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KPMG aims to bolster tech consulting position in Rhino.AI deal

CFO Dive

The combination will help companies modernize their legacy IT systems with “faster time to value” and lower costs, according to Rhino.AI.

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Embracing neurodiversity in Finance

Future CFO

The Association of Chartered Certified Accountants says it is estimated that between 15-20% of the population are neurodivergent and organisations have an ethical responsibility to include and support neurodivergent individuals. This involves creating workplace environments where everyone’s challenges are supported and strengths are celebrated so that they can thrive.

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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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Job market setbacks do not ‘portend’ broad slump: Conference Board

CFO Dive

Investors fearing a recession have pulled back from risk since a report on Friday that unemployment last month rose to 4.3%.

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More Trending

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ZoomInfo shares plummet after weak quarter, CFO departure

CFO Dive

ZoomInfo’s VP of FP&A will step in as interim CFO as the company turns to AI to bolster its financials after offering weak guidance.

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Drivetrain FP&A Reviews

The Finance Weekly

Overview of Drivetrain Drivetrain was founded by Alok Goel in 2021. It is an FP&A software that serves not just as a planning tool but as an enabler of informed decision-making. The platform integrates seamlessly with more than 200 systems to streamline business performance. With a bold vision to help businesses evaluate their operational health in real-time and adapt their strategies accordingly, Drivetrain raised $15 million in a Series A funding round in late 2022, highlighting the compan

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Most big-company clawback policies go beyond SEC rules

CFO Dive

Companies tend to want more executives to give back more types of compensation for more types of problems than what the government requires of them, an analysis finds.

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Collaborative FP&A

The Finance Weekly

Have you ever seen artwork created by children together? Many experts believe that encouraging collaborative arts in kids helps them learn teamwork, cooperation, and respect for different ideas. This discipline doesn't just stop at grade-schoolers, it extends to financial planning and analysis (FP&A) teams as well. Strategic financial decisions are not solely the responsibility of FP&A, every individual in the organization contributes to this process.

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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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The Mentoring Round | Todd Patriacca, CFO, BVI Medical

CFO Thought Leader

Inside The Mentoring Round CFO Todd Patriacca emphasizes the strategic implementation of technology automation, focusing on areas that enhance efficiency and reduce internal costs. He advocates for leveraging automation to handle routine tasks, allowing teams to concentrate on strategic exceptions. Todd also champions Lean methodology, applying its principles of continuous improvement and waste elimination to finance.

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#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti

Nerd's Eye View

Welcome everyone! Welcome to the 397th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jaime Benedetti. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 billion in assets under management for approximately 900 client households.

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