CFO Dive

JUNE 8, 2023

Despite their stigma, down rounds can help CFOs get the financial buffer they need to weather economic dips and set the company back on a course toward growth.

CFO 343

CFO Economics 343

Tips Watch

JUNE 18, 2023

By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer $19 billion in a reopening auction of CUSIP 91282CGW5, creating a 4-year, 10-month Treasury Inflation-Protected Security.

Treasury 141

Treasury Securities Investments Banking 141

CFO Dive

JUNE 15, 2023

Finance leaders are less willing to take on new risks and less optimistic about their companies’ financial prospects as their CEOs urge them to continue slashing costs.

Finance 315

Finance 315

Navigator SAP

JUNE 23, 2023

Technology advancements change the way business is performed. At first, they are used by market leaders to drive improved efficiency, then they are used by the rest of the business community to keep up with those market leaders. Examples of this tech advancement include the introduction of computers for business and the emergence of the internet.

Technology 243

Technology Marketing Planning 243

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.

Finance

The Reformed Broker

JUNE 17, 2023

Please read this from Michael Santoli: Just as the depth of despond evident in investor-sentiment gauges around Labor Day was out of proportion to what the market and economy had been doing, the volume of cheer engendered by this four-week, 9% rally looks to be running at least a bit ahead of what has, after all, been a marginal upside exit from a long, grinding trading range.

Marketing 140

Marketing Finance 140

Corporate Finance

JUNE 4, 2023

As we mentioned in the textbook, generally the shortest Treasury bills issued are 13 week maturity. However, given the recent debt ceiling problems, the Treasury issued cash management bills (CMBs), with a one day maturity. On Friday, June 2, the Treasury sold $15 billion in one day CMBs, to be issued on June 5 that mature on June 6. Over the past 25 years, the Treasury has held six CMBs auctions with a maturity of one day.

Treasury 130

Treasury Cash Management 130

Tips Watch

JUNE 22, 2023

By David Enna, Tipswatch.com The Treasury just announced results of its $19 billion offering of a reopened 5-year TIPS, CUSIP 91282CGW5, and investors should be pleased. This 4-year, 10-month Treasury Inflation-Protected Security got an auctioned real yield of 1.

Treasury 136

Treasury Securities Investments 136

CFO Dive

JUNE 20, 2023

Employees who worked remotely before the pandemic continue to be 8% less productive than their peers who worked in the office before the onset of COVID-19, the New York Fed found in a case study.

349

349

Navigator SAP

JUNE 16, 2023

Many of the trends in business today come from the software industry. This is both because technology plays an increasingly important role in business, and because some of the most prominent businesses today are software-based. This has led to many software-industry concepts bleeding over into other lines of business. One of those concepts is project-based operations.

Construction 245

Construction Accounting Technology Marketing 245

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Financial Data

The Reformed Broker

JUNE 11, 2023

The parabolic spike in 2-year Treasury bond rates this winter ended with a crescendo on Thursday, March 9th and Friday March 10th. That week, the collapse of Silicon Valley Bank had thoroughly spooked the markets and convinced traders that the Federal Reserve would be forced to start downshifting its hiking cycle and the accompanying hawkish rhetoric.

Treasury 138

Treasury Banking Marketing 138

Barry Ritholtz

JUNE 3, 2023

 This week, we speak with entrepreneur Ramit Sethi, who is the founder and chief executive officer of the online education platform I Will Teach You to Be Rich (IWT ), which attracts more than 1 million readers a month. Sethi is also the host of the Netflix series “ How To Get Rich ,” which is based on his New York Times bestselling book “ I Will Teach You to Be Rich “; he also hosts a podcast of the same name.

Education 133

Education Finance Banking Technology 133

Global Finance

JUNE 25, 2023

Global Finance Magazine - Corporates are wielding M&A to scoop up the tech they need in order to keep up with strict rules and regulations.

Compliance 126

Compliance Finance 126

CFO News

JUNE 13, 2023

Sudhir Soni says there is also a risk of something slipping through the cracks as in a joint audit responsibility gets divided and allocation of work may get missed.

Auditing 116

Auditing 116

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

Forecasting

CFO Dive

JUNE 27, 2023

Businesses can no longer count on bad spelling and grammar to red-flag problem emails: Fraudsters are using AI to craft well-written email messages at scale.

325

325

Navigator SAP

JUNE 2, 2023

Professional services companies are dynamic businesses because they are built around people and rely on a roster of diverse clients that change over time and have evolving needs. Managing a professional services business can be tricky, especially as it grows beyond its founder and a handful of consultants. That’s why many professional services firms use an enterprise resource planning solution on the backend for management and visibility.

Planning 244

Planning Marketing 244

The Reformed Broker

JUNE 5, 2023

On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott’s new book, Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis. Follow Scott on: Twitter Book. The post Black Swans, Stock Market Crashes and the Chaos Kings appeared first on The Reformed Broker.

Marketing 107

Marketing 107

Barry Ritholtz

JUNE 17, 2023

This week, we speak with Gretchen Morgenson, senior financial reporter for the NBC News investigative unit. A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. She (and coauthor Joshua Rosner) recently published “ These Are the Plunderers: How Private Equity Runs―and Wrecks―America.

Economics 130

Economics Investments Financial Reporting Finance 130

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

Accounts Payable

Global Finance

JUNE 4, 2023

Morgan Stanley CEO James Gorman led the firm through a spate of acquisitions that greatly elevated its position in the wealth management sector and his successor may emerge from that part of the firm.

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119

CFO News

JUNE 26, 2023

Auditors Diary: India’s audit watchdog on Monday issued a circular explaining the responsibilities of auditors in relation to reporting fraud in a company.

Auditing 111

Auditing 111

CFO Dive

JUNE 14, 2023

Wells Fargo CFO Michael P. Santomassimo is the latest big bank executive to detail commercial real estate distress and its potential impact on lenders.

CFO 324

CFO Banking 324

Navigator SAP

JUNE 30, 2023

SAP recently made a significant change in how it develops, organizes, and releases new features. This change is good news for businesses that use SAP Business ByDesign because the change future-proofs the ByDesign solution and ultimately will enable businesses to take advantage of new SAP functionality more quickly. It also paves the way for more complete automation and artificial intelligence within the platform.

SAP 238

SAP Technology 238

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Reconciliations

Musings on Markets

JUNE 23, 2023

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. The second is that much as I would like to claim credit for foresight and forward thinking, AI was not even a speck in my imagination when I bought these stocks (Microsoft in 2014 and NVIDIA in 2018).

Valuation 103

Valuation Profit and Loss Investments Marketing 103

Barry Ritholtz

JUNE 30, 2023

A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. Why? Because almost nobody saw this rally coming. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%.

Forecasting 130

Forecasting Investments Numbers Marketing 130

Global Finance

JUNE 9, 2023

Global Finance Magazine - Profit overrides principle with the recent PGA-LIV Golf& deal; expect more M&A in sports and other sectors.

Finance 111

Finance 111

CFO News

JUNE 30, 2023

Attra, was appointed to SBI as CFO on October 2020, had previously worked as a Partner at EY India and held a senior executive position at ICICI Securities. He was also a partner in SR Batliboi & Associates LLP and GM and chief Accountant in ICICI Bank.

CFO 105

CFO Securities Accounting Banking 105

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

Finance