CFO Dive

FEBRUARY 17, 2023

The narrative has changed this year, with the drive for efficiency replacing talent as the top priority for accounting firms.

Accounting Firms 331

Accounting Firms Accounting 331

Navigator SAP

FEBRUARY 17, 2023

The consumer products industry is not easy. On the one hand, social media and online marketplaces have made it easier than ever to find consumers and get started. But on the other hand, these same dynamics have increased competition. Only the most organized and focused consumer packaged goods firms find success.

Accounting 224

Accounting 224

The Reformed Broker

FEBRUARY 7, 2023

“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.

Investments 145

Investments Marketing Finance 145

Barry Ritholtz

FEBRUARY 27, 2023

Physics has been seeking a grand “ Unified Field Theory ” that can explain everything in the universe. I sometimes wonder if we cannot find a similar overarching theory about all bad decision-making. The closest I have found as that single point of failure is the Dunning Kruger effect. Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing.

Benchmarking 128

Benchmarking Valuation Investments Marketing 128

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

CFO Dive

FEBRUARY 1, 2023

The FTC and DOJ are relying more on litigation and less on consent decrees in their merger enforcement approach.

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349

The Reformed Broker

FEBRUARY 1, 2023

Now listen up and listen good. Last May 4th, Fed Chairman Jay Powell told a press conference that “A 75 basis point increase is not something that the committee is actively considering.” Five weeks later, the Fed hiked rates by 75 basis points. Then he did another 75 basis points, then another 75 basis points, then another 75 basis points.

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Barry Ritholtz

FEBRUARY 15, 2023

Source: The Measure of a Plan The post U.S. Stock Market Returns Over Rolling 1/5/10/20 Year Periods appeared first on The Big Picture.

Marketing 123

Marketing Planning Data Analysis 123

CFO Dive

FEBRUARY 26, 2023

Top uses for AI in the financial services sector include ‘next-best action’ systems; portfolio optimization; and fraud detection.

343

343

Navigator SAP

FEBRUARY 15, 2023

Lehi, UT - 15 February 2023 - Navigator Business Solutions, has been selected as a member of the Bob Scott’s VAR Stars for 2022, a group of 100 organizations honored for their accomplishments in the field of midmarket financial software.

Finance 184

Finance 184

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

CFO News

FEBRUARY 23, 2023

Though Adani might have become really big no single Indian corporate failure can cause the collapse of the Indian corporate world and Indian banking sector, says the former President of the Institute of the Chartered Accountants of India.

Accounting 143

Accounting Banking 143

Global Finance

FEBRUARY 4, 2023

While the decline of regional banks in Japan can be traced as far back as the mid-1980s and 1990s, led mainly by a series of bankruptcies up until around 2003, the precipitous drop since the mid-1990s has been mainly due to mergers and acquisitions.

Mergers and Acquisitions (M&A) 116

Mergers and Acquisitions (M&A) Banking 116

The Reformed Broker

FEBRUARY 26, 2023

Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.

Investments 117

Investments 117

Barry Ritholtz

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.

Marketing 122

Marketing Investments 122

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

FEBRUARY 10, 2023

The Swiss bank is aiming to incentivize executives with long-term awards as it attempts to return to profitability. It reported its second consecutive annual net loss.

Banking 299

Banking 299

Navigator SAP

FEBRUARY 24, 2023

Cloud computing has been a huge boon for businesses that make the leap. Despite hesitancy from companies to migrate operations, the cloud’s ability to provide system resources on-demand has become widespread, especially after heavy hitters such as Amazon, Google, and Microsoft entered the space and brought standardization.

SAP 233

SAP 233

CFO News

FEBRUARY 27, 2023

The finance leader has plans to continue focusing on reducing debt to turn the company become completely debt free by 2025 through free cash flows from focused revenue growth, as well as effective working capital management.

CFO 105

CFO Finance Planning 105

Global Finance

FEBRUARY 4, 2023

China's government is relaxing its crackdown on the tech sector while scooping up premium shares in certain players in the tech industry.

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119

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

The Reformed Broker

FEBRUARY 4, 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

FEBRUARY 20, 2023

Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.

Economics 120

Economics Marketing Data Analysis 120

CFO Dive

FEBRUARY 13, 2023

In this article, learn more about how clear visibility into marketing costs and returns can enable the CFO and the CMO to work together on high ROI activities across the organization.

CFO 295

CFO Marketing 295

Navigator SAP

FEBRUARY 10, 2023

The economic outlook is very uncertain in these post-pandemic times. World Bank president David Malpass gives a 50 percent chance that there will be a world recession in 2023. Goldman Sachs is a bit more optimistic—about the US, at least—forecasting a 35 percent chance of a recession in the US this coming year. Forecasters polled by the Wall Street Journal give it about a 65 percent chance of a recession.

Forecasting 223

Forecasting Economics Banking CFO 223

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

https://trustedcfosolutions.com/feed/

FEBRUARY 12, 2023

Imagine a business as a train, chugging along to new horizons and greater things. For a successful and uninterrupted journey, trains need certain parts and routine maintenance to run smoothly. Businesses operate similarly, requiring a toolbox of strategic sales pitches, marketing efforts, and accurate financial analyses to continue on the right track.

Accounting 105

Accounting Accounts Payable Finance Financial Reporting 105

Global Finance

FEBRUARY 4, 2023

A Subway sale would be the biggest restaurant M&A deal since Inspire Brands bought Dunkin’ for $11.3 billion in 2020.

Sales 122

Sales Marketing 122

The Reformed Broker

FEBRUARY 1, 2023

Gavin Spitzner loved the wealth management industry and the industry loved him back. Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. He passed away on Monday according to his family after struggling with acute myeloid leukemia (AML) which he was diagnosed with in September.

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103

Barry Ritholtz

FEBRUARY 16, 2023

Do you want to continue working from home? Is it past time to return to the office? How much collaboration can you do remotely? How much screen time are you wasting in the office? This has become a contentious debate between senior management at large companies and their staffers; it is especially true for younger employees. As always, there are much broader factors driving this issue than what appears on the surface.

Planning 120

Planning 120

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