April, 2023

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ChatGPT says it’s not ready to be a CFO. Experts agree.

CFO Dive

CFO Dive decided to engage the popular AI tool in a conversation about both its potential and limitations in corporate finance.

CFO 310
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The Tide of Price over Volume

Barry Ritholtz

My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.

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Trending Sources

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Amazon to put ‘more dollars’ toward generative AI, CFO says

CFO Dive

Amazon is following in the footsteps of other large-scale tech firms like Apple and Meta by funneling more funds toward generative AI.

CFO 273
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Building resilience – the CFO way

Future CFO

COVID-19 may have gone the way of a pandemic, but uncertainty remains the norm in 2023. Be it the geopolitical tension in many parts of the world, the prevailing volatility of energy prices, or the looming crisis that is climate change , there is no rest for the CFO when it comes to navigating the challenges, man-made or otherwise. This is evident in the 47% of CFOs participating in the PwC Pulse Survey of August 2023 who say their top priority is building predictive models and scenario analysis

CFO 98
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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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Do the Best Equity Fund Managers Follow the Bond Market?

CFA Institute

A fund family's success with bond funds may not translate to the equity side of the ledger.

Marketing 103

More Trending

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4 CFO tips for demystifying AI hype

CFO Dive

Innovation in AI has prompted talk of a coming technological leap as profound as the creation of the internet. It has also sparked anxiety. CFOs need to navigate past the hype and fear.

CFO 273
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Book Review: A History of Financial Technology and Regulation

CFA Institute

Seth C. Oranburg highlights recent changes to the world of finance by exploring the role of technology within it.

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Improving Your Field Services With the Right ERP Software

Navigator SAP

Field services organizations can leverage advanced ERP solutions to improve efficiency, responsiveness, and business intelligence, using a framework such as SAP S/4 HANA Cloud to manage data, reporting, analytics, and forecasting across their enterprise.

SAP 244
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CPI = 5.0% (Time to Stop Raising Rates)

Barry Ritholtz

U.S. Bureau of Labor Statistics: The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in March on a seasonally-adjusted basis, after increasing 0.4 percent in February. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. ( April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4% prior month), the big number is not so big: 5.0% A 5 handle is a huge development, even with the core remaining sligh

Numbers 140
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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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It’s not a funnel, it’s a filter.

The Reformed Broker

I get a lot of emails and LinkedIn messages about our “funnel” these days. Hiring funnel, sales funnel, etc. Usually it’s coming from well-meaning companies who are focused on recruiting and headhunting or lead generation and prospecting. A typical firm in our industry is probably in need of what they’re offering. I have tried to build an atypical firm.

Sales 138
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Cleared Derivatives Cyber Event

Reval

ION Cleared Derivatives, a division of ION Markets, experienced a cybersecurity event commencing. The post Cleared Derivatives Cyber Event appeared first on ION.

Marketing 132
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To drive digital transformation, ‘getting the data right’ is key

CFO Dive

Putting data skills and governance front and center for both leaders and employees is essential for CFOs to make digital transformation headway.

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Venture Capital After SVB: Q&A With Kearney's Ben T. Smith IV

Global Finance

Ben T. Smith IV, a longtime Silicon Valley executive and currently head of the Communications, Media and Technology practice at Kearney, speaks to Global Finance about the post-SVB venture capital industry and the pace of innovation.

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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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Your New ERP is Worse Than Your Old System—But Only for the First Year

Navigator SAP

There’s an interesting and well-known issue that many businesses face right after upgrading their ERP solution: The new system performs worse than the old one.

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The 60/40 Portfolio is Back! *after not going away

Barry Ritholtz

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.

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The ground is quaking

The Reformed Broker

The prompt: The output, copy-pasted into my blog’s CMS: This is a rainbow stripe! Obviously anyone who knows how to code could have knocked this out in a second without even having to think about it. But how many people don’t know how to code? Most? We’re heading into a future in which not knowing how to do a thing is going to matter much less than ever before.

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Top accounting firms in India bullish on hiring

CFO News

The positive hiring intent can be attributed to high demand of multiple services delivered by these firms such as taxation, business consulting, risk advisory, deal advisory, technology services, ESG services.

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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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Automation can curb finance burnout

CFO Dive

Finance leaders are looking closer at automation as a talent retention tool as employees eye new opportunities.

Finance 307
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The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing

CFA Institute

What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?

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Technology for Business Sake - Life Sciences Professional Podcast

Navigator SAP

In this episode of Lifesciences Professional Podcast, Linda Robertson speaks with Ralph Hess about business technology in the Life Sciences industry.

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Is 50% the New (Metro) RTO?

Barry Ritholtz

I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.

Numbers 128
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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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This Week on TRB

The Reformed Broker

I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.

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Auditor resignations hit a 6-year low in FY23 as regulators tighten quitting framework

CFO News

Only 25 auditors resigned in the listed firms mid-term during FY23 compared to 68 in the preceding fiscal.

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Small businesses see credit tightening: NFIB

CFO Dive

Banking system instability has triggered a pullback in credit and shaken confidence among small businesses, the NFIB found in a survey.

Banking 301
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Talent Strategies Demand a New Normal

CFO Leadership

The war for talent is over … and talent won, reinforcing that people and the future of work represent the defining business challenge for the next decade. People and culture sit atop the list of key risk concerns of board members and executives worldwide looking out over the next 12 months as well as into 2032, according to the latest Top Risks Survey from Protiviti and NC State University’s ERM Initiative.

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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.