CFO Dive

MARCH 24, 2023

With technology teams overloaded, the discerning CFO’s hand is crucial to shaping company digitization efforts.

CFO 298

CFO Technology 298

CFO Dive

MARCH 2, 2023

Only 34% of large companies showed signs of being strategic about their technology investments in financial disclosures, according to a recent report from Deloitte.

Investments 338

Investments Technology 338

CFO Dive

MARCH 21, 2023

The IRS seeks comment on NFTs’ treatment under the newly proposed tax guidance as regulators and lawmakers consider the future of cryptocurrency and digital asset spaces.

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The Reformed Broker

MARCH 12, 2023

I feel pretty confident in making this call, and I don’t make market calls very often: We have seen the top for 2-year Treasury yields. It’s not going any higher than it’s been because there’s no reason for it to. Financial conditions are now contracting hard due in part to the events of this week but also because monetary policy operates on a lag – and the first Fed Funds hike of the cycle.

Treasury 144

Treasury Marketing 144

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

Investments

Barry Ritholtz

MARCH 8, 2023

I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus. It’s about money and happiness, which is very much the intersection of where I spend much of my time: Capital Markets , and Behavioral Finance.

Finance 138

Finance Investments Securities Technology 138

CFA Institute

MARCH 31, 2023

"Neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market.

Financial Analyst 117

Financial Analyst Investments Marketing Economics 117

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accounting process to save the time and money spent on manual tasks on Quickbooks? With a growing business, it’s easy to outgrow the accounting systems you’ve relied on since the conception of your company. By moving to Sage Intacct, you’ll gain valuable, actionable insights and true visibility into your business performance while simplifying the AP process.

Accounts Payable 108

Accounts Payable Accounting Invoicing Reconciliations 108

CFO Dive

MARCH 30, 2023

As AI and automation continue to advance, the digital skills of finance staffs are outstripping those of senior executives — leading to challenges managing and engaging skilled talent.

Leadership 316

Leadership Finance 316

The Reformed Broker

MARCH 27, 2023

This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing. If they roll over hard, we have a hard landing. It’s not complicated, the only thing that’s up in the air is the tim.

Construction 133

Construction Banking 133

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Barry Ritholtz

MARCH 10, 2023

Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy.

Treasury 136

Treasury Leverage Banking Marketing 136

The Finance Weekly

MARCH 16, 2023

The quick and unexpected collapse of the second and third largest bank collapses in US history sent shock waves throughout the markets. Silicon Valley Bank (SVB) collapsed last Friday and it sent both private and public companies scrambling to address what exposures they had with SVB and other banks that might be at risk. To top it off, this occurred on a Friday, meaning many executives and CFOs had to wait all weekend until Monday to take real action.

Leadership 105

Leadership CFO Startups Compliance 105

Global Finance

MARCH 13, 2023

The FDIC’s sudden takeover of both Silicon Valley Bank and Signature Bank casts a shadow, no matter what you call it.

Banking 128

Banking 128

CFO News

MARCH 9, 2023

India's top domestic private recruiter banks on the world's China plus one strategy and the central government production-linked incentives schemes for reaching the target.

Manufacturing 103

Manufacturing CFO Banking 103

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

CFO Dive

MARCH 10, 2023

Meta will be reevaluating its teams and projects, while also aiming to invest in key areas like AI and automation to drive its year of efficiency, CFO Susan Li said.

CFO 293

CFO Investments 293

The Reformed Broker

MARCH 25, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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Barry Ritholtz

MARCH 16, 2023

Depositors heaved a sigh of relief when news broke Sunday that the Federal Deposit Insurance Corporation was going to make whole all of the accounts held at Silicon Valley Bank. Having full access to bank accounts meant those tech start-ups that make up much of SVB’s depositors would be able to make their weekly payrolls. They were the lucky ones: SVB’s equity investors were wiped out and senior bank management was fired.

Treasury 135

Treasury Banking Marketing Accounting 135

CFA Institute

MARCH 6, 2023

For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.

Investments 125

Investments Economics 125

Advertisement

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Reconciliations

Global Finance

MARCH 30, 2023

With rising interest rates, out-of-control inflation and declining government support, 2023 marks the return of bankruptcies.

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The Charity CFO

MARCH 31, 2023

The word audit can invoke instant fear and dread. Whether it’s an IRS audit, external audit, or even an internal audit, the process can feel burdensome and worrying. However, with the right tools and preparedness, there’s no need to worry. Contrary to popular belief, most audits are not conducted to detect a problem. They are actually useful tools to ensure that an organization is in compliance and can also be used to identify potential problems before they become too big.

Nonprofit 98

Nonprofit Auditing Compliance CFO 98

CFO Dive

MARCH 16, 2023

The bank’s failure — two weeks after it effectively got a clean bill of financial health — is reigniting some concerns that cozy client-auditor ties may jeopardize audit rigor.

Auditing 274

Auditing Banking 274

The Reformed Broker

MARCH 11, 2023

I want to start out this week with a big thank you to all our fans, friends, employees and clients who came out to see us in Chicago this week for what can only be described as a whirlwind of productivity and fun. The meetings were meaningful, the catch-ups were long overdue and the food was fantastic. We will be back! If you live in the Chicago area and could use a little help with your portfolio, tax advice or just want.

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

Barry Ritholtz

MARCH 29, 2023

Normally, I am a fan of Steve Rattner’s work. The former Obama “Car Czar” makes great charts and seems to be a fairly level-headed asset manager. But in the great baseball game of punditry, we all occasionally we step up to the plate and whiff. Such a down on three swings was contained in his recent NYT Op-Ed, “ Is Working From Home Really Working?

Compliance 134

Compliance Finance Numbers Banking 134

CFO News

MARCH 30, 2023

Will the elevated retail inflation and the recent action taken by central banks of the developed nations especially the US Federal Reserve will push RBI to increase repo rate or the banking turmoil in US and focus on growth will restrain it?

Retail 98

Retail Banking 98

Nerd's Eye View

MARCH 27, 2023

When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand awareness (simply knowing that the brand exists), recognition (recognizing a brand for its unique components and features), and brand equity (the value associated wi

Marketing 98

Marketing Advertising Planning Accounting 98

CFO Talks

MARCH 23, 2023

Written by Staff Writer “I didn’t even know that the town of Schweizer-Reneke existed, when I drove here for the interview, it felt like it was at the end of the world,” Mercy Phetla told the CFOTalks podcast in April last year.” Phetla was interviewing for the post of CFO at Mamusa Local Municipality. “I was job hunting when I saw the advert, so I Googled about Mamusa and saw that there were a lot of things that the Auditor General has raised, a lot of things that gave me chills, but because I

Finance 98

Finance CFO Banking Accounting 98

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing