April, 2022

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Pfizer, Moderna tap new CFOs outside pharma

CFO Dive

The changes in the COVID-19 vaccine-makers’ C-suites come as the recent easing of pandemic pressures will likely pave the way for more CFO and executive exits, one expert said.

CFO 362
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Integrated WMS Leads to a Better Short Game in Inventory Optimization

Navigator SAP

In golf, the difference between a birdie and a bogey often comes down to the effectiveness of your short game. You might have Tiger Woods-grade driving skills, but it won’t matter without an efficient short game.

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Trending Sources

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Why Does Excel Survive in Finance Departments?

CFO

Microsoft’s Excel spreadsheet application has been around since the mid-1980s, and it’s often been derided for being out of date; as in, “before we upgraded to this new business intelligence platform, we were still using Excel spreadsheets.” In many finance departments, however, Excel is not just surviving; it’s thriving. The application remains popular among finance.

Finance 138
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Equity Risk Premium Forum: Don’t Bet Against a Bubble

CFA Institute

Cliff Asness, Rob Arnott, Roger G. Ibbotson, and other luminaries explore the nature of bubbles and the momentum factor.

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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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CFOs shaking it up (part four)

Private Funds CFO

20 ways CFOs are shaking up the agenda: 16-20.

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More Trending

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Tech skills compete with finance savvy in what leadership wants in CFOs

CFO Dive

Digital skills are seen as the building blocks that a successful CFO needs to drive profitable growth today, research shows.

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How Consumer Packaged Goods Firms Can Navigate a Bumpy 2022

Navigator SAP

It has been a “messy” couple of years for consumer packaged goods (CPG) firms. First supply chains were disrupted by the trade war between the U.S. and China, then Covid-19 came along and both radically altered consumer purchasing patterns as well as further deepened supply chain headaches. While things have temporarily improved as a result of U.S. pandemic stimulus measures and Covid-19 vaccine rollout, there’s still no clear indication that this recovery will be durable and supply chain issues

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Three CFO Priorities for An Unstable Time

CFO

In the best, most stable of times, the job of forecasting and responding to demand is difficult at best. These are not the most stable of times. In a 30-year career, I’ve never seen a more uncertain, unstable economic situation than what we’re facing now, particularly for chief financial officers at private-equity-backed companies. The pandemic is.

CFO 129
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Crypto Tokens and Crypto Coins: What Drives Performance?

CFA Institute

The correlation between volume and price of crypto coins and tokens is negligible no matter how it's measured.

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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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A digital transformation is sweeping through compensation and carried interest 

Private Funds CFO

PE firms are discovering how transparency is reducing risk and redefining competition in a world of heightened regulatory scrutiny and tougher employee retention, writes Richard Change of PFA Solutions. .

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Capital Flight: Foreign Investors Exit China

Global Finance

The Russian invasion of Ukraine caused international investors to pause for thought on where their international investments reside. Are they seeing China in a new light?

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CFOs seek insights, efficiency boost from process mining

CFO Dive

CFOs during the pandemic have sped up digital transformation. Today they are especially focused on robotic process automation and complementary tools such as process mining, Gartner said.

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ERP Evaluation: Are You Looking at Price or Value?

Navigator SAP

If you’ve ever bought land and had a home built from scratch, you know it’s not a simple handoff project. Choices have to be made from the outset that will dictate how you’re going to build that house. The decision to hire a contractor to build the structure, hang the drywall, and install the plumbing and wiring is straightforward enough. What comes after that is an exercise in determining whether you’ll build on price or on value.

Planning 239
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What Your Financial Statements Are Telling You—And How to Listen!

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.

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A CFO’s Guide to Carbon Offsets

CFO

In March, the Securities and Exchange Commission (SEC) released a proposal to mandate companies disclose climate-related risks that could impact their businesses. The proposal is open for a 60-day comment period and will almost certainly face legal scrutiny after. Should it be codified, organizations will be required to disclose the amount of carbon reduction represented.

CFO 121
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More Than Just Oil: Saudi Arabia’s Improved Credit Rating

CFA Institute

Contrary to the popular narrative, oil isn't all that matters to the Saudi economy.

Economics 123
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Fund sizes surge in 2021 as LPs back bigger managers

Private Funds CFO

Investors put safe money with larger managers, making fundraising for first-time funds more difficult.

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How to Structure Your SaaS P&L

The SaaS CFO

The SaaS P&L is critical to the management of your SaaS business. I talk about the SaaS P&L (profit and loss statement) almost every week with SaaS founders, finance, and accounting teams. At this point, I’ve reviewed hundreds of SaaS P&Ls (also called an income statement). I’d say about 90% of them are structured incorrectly, […].

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Forecasting Failures Are Costly: Heres How To Fix Them

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.

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CFOs eye hybrid office savings; firms grow in place

CFO Dive

While some companies have sought to dump office leases, others are looking to keep a lid on costs by quietly accommodating more hybrid workers in existing space.

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Signs It's Time to Take a Second Look at Your ERP System

Navigator SAP

You implemented your enterprise resource planning (ERP) system because you wanted your business to operate more efficiently, with stronger and more automated controls—and, of course, you wanted to reap cost savings from those benefits. Ultimately, you aspire to get better visibility into your operations so you can accelerate your revenue growth. But are you getting what you need from your system?

Sales 235
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Multi-Location Restaurants And Franchises – The Best Cloud Accounting Solution

https://trustedcfosolutions.com/feed/

Many restaurant companies own and manage multiple brands, entities, and locations across multiple states. This can pose challenges when each location is running its own instance of QuickBooks and financials have to be consolidated at the end of the month using Excel. . Management at the holding company level often waits weeks for the month-end close, and the process is slower when the Controller is slowed down by manual processes and procedures. .

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The EU Artificial Intelligence Act and Financial Services

CFA Institute

With the publication of the AI Act, the EU boldly went where no other regulator has gone before.

Economics 123
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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The necessity of fairness opinions

Private Funds CFO

SEC could take fairness opinions from ‘nice to have’ to ‘must have’ for continuation funds.

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Elon's Twitter Play: Valuation and Corporate Governance Consequences

Musings on Markets

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. That said, I tweet less than ten times a month and follow only three people (three of my four children) on the platform.

Valuation 114
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Carta's aim of global private stock market starts with a good slide deck

CFO Dive

Since 2012, CEO Henry Ward has been using his deck to excite interest in his plan to transfer private shares digitally and then own the ecosystem of a new stock market.

Marketing 306
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Why CFOs Should Be Leading ERP Adoption

Navigator SAP

The decisions made by a company’s chief financial officer are “the foundations of the pyramid that determine whether the organization succeeds or fails,” according to the Boston Consulting Group. These choices leave a long-lasting mark on the company that reverberates through many departments and over many years.

CFO 234
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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.