Barry Ritholtz

JANUARY 13, 2023

It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates. This is very counter-intuitive but it makes sense when you consider what an aberrational and unusual cycle this has been. Despite zero rates for a decade plus inflation was quite benign. it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation.

Entertainment 138

Entertainment Marketing 138

Barry Ritholtz

JANUARY 23, 2023

I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Let’s start with some numbers: Microsoft 22,000 (10%) Amazon 18,000 (1%) Google 12,000 (6.4%) Salesforce 7,000 (10%) Tesla 10,000 (10%) Twitter 3,700 (50%) Apple 0 (0%) Keep in mind a few things as you con

Economics 128

Economics Investments Numbers Planning 128

CFO Dive

JANUARY 13, 2023

Finance leaders are still prioritizing digital transformation even as they face economic headwinds.

Prioritization 354

Prioritization Economics Finance 354

CFO Dive

JANUARY 27, 2023

CFOs could be under increased pressure this year to focus on privacy, as new state laws come into effect.

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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

JANUARY 3, 2023

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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The Reformed Broker

JANUARY 25, 2023

Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem. It’s worse than our traditional stores of value (gold, US dollar) because of its inherent volatility (roughly 5x more volatile than the stock market).

Technology 141

Technology Marketing 141

Navigator SAP

JANUARY 20, 2023

Early-stage life sciences companies often face unique financial challenges as they work to bring their products to market. From securing funding to managing research and development costs, these companies need access to experienced financial expertise. This is where the support of a fractional Chief Financial Officer (CFO) services can be a valuable asset.

CFO 200

CFO Securities Marketing 200

The Reformed Broker

JANUARY 25, 2023

I had a bit of a flashback last night to the year 2000, sitting in my office after hours watching JDS Uniphase collapse on the heels of its conference call after reporting “better than expected” earnings for the quarter. Throughout 2000, techs and telecoms were still making a ton of profit, but it was becoming apparent that they were still coasting on the spend from 1999.

Marketing 130

Marketing 130

Barry Ritholtz

JANUARY 2, 2023

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

Startups 138

Startups Accounting Banking Technology 138

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

CFA Institute

JANUARY 31, 2023

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Performance Measuring 108

Performance Measuring Economics Investments 108

CFO Dive

JANUARY 6, 2023

As finance leaders grapple with labor shortages and talent woes, establishing a strong culture of performance management is key, a Stanton Chase executive says.

Finance 323

Finance 323

CFO News

JANUARY 17, 2023

They also have a huge role in developing insights from information that can help executives like CFOs make better business decisions, says the CEO of global accounting body ACCA.

Accounting 105

Accounting 105

Navigator SAP

JANUARY 13, 2023

One reason that businesses move to ERP is for intelligent process automation. But this can be a nebulous term, often combined with vague buzzwords such as automated robotic processing, machine learning and artificial intelligence.

SAP 207

SAP 207

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

The Reformed Broker

JANUARY 21, 2023

Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

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Barry Ritholtz

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

Forecasting 130

Forecasting Economics Marketing Investments 130

The Finance Weekly

JANUARY 12, 2023

While 2023 has just started, the economic turbulence that has carried over from 2022 is as strong as ever. We are only a few weeks into the year and there have already been some massive layoff announcements from big companies such as Amazon and Salesforce. In 2022, more than 120 large U.S. companies conducted major rounds of layoffs, cutting nearly 125,000 employees, according to , Forbes’ layoff tracker.

Economics 105

Economics Restructuring Manufacturing Startups 105

CFO Dive

JANUARY 12, 2023

C-suite leaders remain focused on weathering a coming recession, but slowing wage growth and inflation is sparking a shift in cost optimization strategies.

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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

CFO News

JANUARY 12, 2023

Business leaders across India are optimistic about the economy despite the gloomy world outlook.

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Navigator SAP

JANUARY 27, 2023

Chief financial officers often play a starring role in business these days.

CFO 226

CFO 226

The Reformed Broker

JANUARY 18, 2023

FUTURE PROOF FESTIVAL 2023 TICKET REGISTRATION IS NOW OPEN Join us September 10th-13th in Huntington Beach, CA! It’ll be the lowest rate you’ll ever pay to attend. Prices jump in 2 weeks. Use the link down below to register now. See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba.

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Barry Ritholtz

JANUARY 19, 2023

Last year, we hosted the first Future Proof conference , and it was. The reviews were fabulous: Morningstar , L.A. Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Attendees from all over the country (and the world!) came to discuss the most important issues surrounding advising clients.

Investments 125

Investments Planning 125

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

Tips Watch

JANUARY 3, 2023

By David Enna, Tipswatch.com After a year of raging-high demand, where do we stand today on U.S. Series I Savings Bonds? Are they still an appealing asset? Are they a worthy investment for 2023?

Investments 101

Investments Treasury 101

CFO Dive

JANUARY 11, 2023

Five trends in deal-making will likely unfold in 2023, including a focus on purchases less than $1 billion and on “friend-shoring” to reduce geopolitical risks to supply chains, WTW said.

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CFO News

JANUARY 19, 2023

The key expectation from this budget is the expeditious introduction of an Amnesty scheme to settle all procedural GST disputes since its inception in 2017. This will aid not only in augmenting already buoyant month-on-month GST revenues but also reduce the administrative burden of GST officers in undertaking lengthy enquiries or assessments.

Budgeting 105

Budgeting 105

CFA Institute

JANUARY 30, 2023

Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlated with bitcoin prices?

Marketing 115

Marketing Performance Measuring Economics Investments 115

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