Fri.Aug 02, 2024

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Retail Everywhere: Delivering a Unified Customer Experience with ERP

Navigator SAP

Consumer shopping patterns are quietly undergoing a dramatic shift as spending has moved from brick-and-mortar retail stores to online webstore purchases, to social selling on TikTok and other social media platforms. Instead of sales happening in dedicated stores, it now is retail everywhere.

Retail 233
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6 out of 10 firms expect to hold finance staffing steady, study finds

CFO Dive

While the majority of firms say they expect to hold staffing levels steady, competition for qualified professionals — especially controllers — is fierce, according to a recent Controllers Council survey.

Finance 306
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Weekend Reading For Financial Planners (August 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to become effective in September, and related amendments to prohibited transaction exemptions.

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How to curb ‘key man risk’ and late SEC filings

CFO Dive

The accounting talent shortage and increased reporting requirements helped create a “perfect storm” leading to more late SEC filings, UHY’s Ro Sokhi said.

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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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What's included in Virtual CFO Services? Why is it a growing trend?

Driven Insights

Now more than ever, startups and corporates are looking for ways to run lean. There is pressure to make cuts to staff and outsource when possible, and this has led to a trend of hiring virtual CFO services over the more traditional in-house full-time CFO.

CFO 98

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Weekend Reading For Financial Planners (Aug. 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to become effective in September, and related amendments to prohibited transaction exemptions.

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7 Steps to Maximize the Effectiveness of Your SaaS Metrics Software

Driven Insights

SaaS metrics software - also known as subscription billing management software or recurring billing software - should be one of the most powerful weapons in a SaaS CEO's arsenal. The complexities of managing subscriptions are real and the costs of poor subscription management are substantial. Moreover, the SaaS-specific metrics or key performance indicators (KPIs) these systems are capable of producing can be game changing for a management team and board of directors.

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MiB: Lakshman Achuthan, ECRI on Growth, Employment and Inflation Cycles

Barry Ritholtz

This week, we speak with Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. Achuthan met his mentor, Geoffrey H. Moore, at Columbia University in 1990; they formed ECRI with Anirvan Banerji in 1996. He serves on the board of governors for the Levy Economics Institute of Bard College. In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy.

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How CFO Services Solve Financial Challenges For Nonprofit Organizations

Driven Insights

Raise your hand if you're a nonprofit executive director (or you serve on a nonprofit board) and have a long list of mission-advancing ideas but scarce resources to make them a reality. Keep it in the air if your board has limited financial information upon which to base its guidance/counsel.

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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!

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Celebrating one year of transforming communities through Empower 2.0

Bank of the West

These days, many families and individuals face adversity including financial hardship, social inequality and personal struggles. BMO believes that true empowerment lies in uplifting and strengthening communities – and making… Read more The post Celebrating one year of transforming communities through Empower 2.0 appeared first on About BMO.

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How Integrated Bookkeeper, CFO and Controller Services Deliver Critical Financial Insights

Driven Insights

Have you ever stopped to wonder if the staff you have running your firm's finance function is helping or hurting? You might be surprised to learn that the model used to manage accounting in most small businesses is flawed. It’s important to understand these common deficiencies so you can take corrective action to gain financial insights that will help unleash your growth.

CFO 79
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Raízen, the global powerhouse in sugar and biofuels production, selects ION’s TriplePoint for its strategic digital evolution

Reval

London – 22 May 2024: ION Commodities, a global leader in energy and. The post Raízen, the global powerhouse in sugar and biofuels production, selects ION’s TriplePoint for its strategic digital evolution appeared first on ION.

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More Productive Board Meetings Start with this Board Packet

Driven Insights

How constructive was your last board meeting? Can you name at least 2 or 3 specific insights or outcomes that will add meaningful value to your enterprise? You're not alone if you view these quarterly meetings as a necessary evil, standing in the way of your ever-growing list of things to do.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Harnessing Technology for Efficient Accounting

CFO Plans

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. This guide delves into the transformative role of technology in the accounting industry and offers actionable insights for business accounting professionals.