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 246
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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 301
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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 Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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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 97

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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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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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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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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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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.