CFO Dive

SEPTEMBER 30, 2022

Subleasing and landlord buyouts are options for CFOs looking to trim office space spend but retrenchment also poses complex challenges, experts say.

286

286

Navigator SAP

SEPTEMBER 16, 2022

Contract development and manufacturing organizations (CDMOs) face unique challenges. They’re outsourced to handle drug and therapy development as well as to manufacture pharmaceutical, nutraceutical, and biological materials. And beyond that, they are often a key part of research and development prior to manufacturing as well.

Pharmaceutical 212

Pharmaceutical Manufacturing 212

Corporate Finance

SEPTEMBER 30, 2022

While you now know that, in general, an annuity is an equal payment with a finite number of payments, how do annuities work in the "real world"? To give you an idea, check out Charles Schwab's annuity calculator. Notice, the website shows three different payment options. The first option, "For my lifetime (single life)", offers the highest payout per period.

Numbers 130

Numbers Marketing 130

The Reformed Broker

SEPTEMBER 23, 2022

A recession so contrived and man-made that every economist, politician, business owner, college student, CEO, rapper and professional athlete has been able to see it coming in real-time for months and months… Take a picture, you may never see anything so obviously about to happen ever again. A child could have foreseen it. At a certain point, a person who is charge of price stability should probably look in the mirr.

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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

Barry Ritholtz

SEPTEMBER 28, 2022

Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. All jokes aside , September has lived up to its reputation as a challenging month for equities. After the brutal sell-off, a relief rally was due, hence the green on your screen this morning.

Investments 136

Investments Planning Marketing Accounting 136

CFO Dive

SEPTEMBER 20, 2022

Hiring and retaining workers, forecasting and cost-cutting are the top three most difficult tasks on CFOs’ to-do lists over the next 12 months, according to a recent Gartner survey.

Forecasting 342

Forecasting 342

Navigator SAP

SEPTEMBER 9, 2022

The pharmaceutical industry has undergone significant evolution within the past 15 years. Recently, biopharmaceutical companies have become increasingly reliant on outsourced contract services for various elements of their value chain. This is taking place in an environment where these companies face pressures to cut costs and accelerate time-to-market as they aim to meet the challenges of the pandemic and deal with resource and capital constraints—all while needing to comply with regulations.

Pharmaceutical 205

Pharmaceutical Manufacturing Startups Investments 205

Corporate Finance

SEPTEMBER 29, 2022

Amid high inflation, rising interest rates, and a faltering stock market, one bright spot has been the performance of the U.S dollar. Since the beginning of the year, the dollar has risen 17 percent against the British pound, 25 percent against the Swedish krona and Japanese yen, and an astounding 40 percent against the Argentinean peso. Two currencies that have strengthened compared to the dollar are the Mexican peso and Brazilian real.

Currencies 130

Currencies Marketing 130

The Reformed Broker

SEPTEMBER 26, 2022

All of the value creation for investors comes from the actions they take in falling markets, not rising ones. If you’re not yet in retirement and not finished putting money into your retirement accounts, every 5% the market falls is an increased opportunity for you to buy things that will be worth much more in the future when you eventually sell them.

Accounting 132

Accounting Marketing 132

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

SEPTEMBER 14, 2022

The First Totally Honest Stock Market Story. FRIDAY’S MARKETS. By Vinnie Foster Wynans III. Staff Reporter of The Wall Street Journal. The market rallied early this morning for reasons nobody understands and nobody predicted. CNBC analysts confidently asserted it had something to do with the Senegalese money supply but others pointed to revised monthly figures showing a poor tuna haul off the Peruvian coast.

Marketing 136

Marketing Numbers Accounting 136

The Charity CFO

SEPTEMBER 28, 2022

If you manage a nonprofit, you know very well that every day there are a million and one things to be done. And, of those a million and one things, bookkeeping is not at the top of your favorite things to do list. . Good bookkeeping requires extreme accuracy and attention to detail. But it’s often seen as “busywork,” it rarely makes the priority list, and under-staffed nonprofit teams often fall behind.

Nonprofit 105

Nonprofit Invoicing Accounting CFO 105

CFO Dive

SEPTEMBER 28, 2022

PayPal alum Robert Mitchell will take the remittance platform’s financial helm as it looks to foster further growth after reaching profitability during the first half of 2022.

CFO 284

CFO 284

Navigator SAP

SEPTEMBER 2, 2022

As COVID-19 has infected and killed millions across the globe, it has spurred researchers to accelerate the delivery of therapeutics and vaccines. But the reality is that the process of drug and vaccine research and development is time-intensive, requires high capital outlays, and takes place in a complex multi-party ecosystem that includes regulatory agencies.

Manufacturing 204

Manufacturing 204

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

Global Finance

SEPTEMBER 1, 2022

Alibaba is one of more than a hundred Chinese companies currently on the provisional list of firms facing delisting from the New York Stock Exchange over transparency and national security concerns.

Securities 105

Securities 105

The Reformed Broker

SEPTEMBER 25, 2022

Okay don’t press the <Buy> because of this but maybe reconsider pressing the <Sell> button if you haven’t already… The AAII sentiment poll hit 60% Bears this week. History says the more pessimistic the investor class becomes, the better the prospective returns look six months out. The way I think about this is that the only thing that could make investors really bearish is a big sell-off in t.

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Barry Ritholtz

SEPTEMBER 16, 2022

The traditional finance conference was murdered this week. A stake was driven through its heart by innovators tired of the old ways. It was, to be fair, a mercy killing. Living in the past, running on inertia, nobody bothered to tell the patient that it was time to say your goodbyes before we pull the plug. The industry had forgotten why it even exists: To serve an audience that wants to get out of the office, hang with its peers, and learn how to be better at what it does.

Forecasting 135

Forecasting Finance Planning Technology 135

The SaaS CFO

SEPTEMBER 8, 2022

SaaS revenue models are changing, and so should our SaaS metrics. A SaaS founder emailed me recently about the customer lifetime value metric. His SaaS company has significant usage revenue in addition to traditional subscription MRR. However, traditional SaaS metrics are commonly set up for just one revenue stream. Customer lifetime value (LTV or CLTV) […].

CFO 104

CFO 104

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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 Dive

SEPTEMBER 20, 2022

Financial executives said controllers are not fully equipped to take on a bigger role in strategic planning, according to a survey by Deloitte and the Institute of Management Accountants.

Strategic Planning 291

Strategic Planning Accounting Planning 291

Navigator SAP

SEPTEMBER 28, 2022

Watch Advanced Landed Cost Automation for SAP Business ByDesign.

SAP 224

SAP 224

Nerd's Eye View

SEPTEMBER 29, 2022

As an individual begins planning for retirement, one of the factors often considered is whether (and where) they might relocate to enjoy their retirement. When evaluating their potential options across the U.S., a state’s income tax rules can have a significant impact on where they might choose to live. The perception of a state as having high or low taxes could make it more or less attractive for someone choosing where to relocate, and those perceptions are often skewed by the state’

Tax Planning 98

Tax Planning Securities Planning 98

The Reformed Broker

SEPTEMBER 25, 2022

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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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

SEPTEMBER 21, 2022

One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He thinks about expectations, gives speeches on them, and uses the data series when enacting Federal Reserve policies to combat inflation. The problem is that all consumer surveys (including inflation expectations) are deeply problematic.

Budgeting 133

Budgeting Economics Numbers Investments 133

Focus CFO

SEPTEMBER 26, 2022

Uncertain Times: Four Steps to Protect Your Business. BY JASON DEAN. Confused about where the economy is headed and what this means to your business? Join the club! Many business owners are: Frustrated by continuing supply chain issues and higher costs. Anxious about the potential for a real recession. Worried about retaining key employees. Sick and tired of doing it all.

Forecasting 98

Forecasting CFO Sales Finance 98

CFO Dive

SEPTEMBER 21, 2022

The SEC’s focus on disclosures related to turbulence in the economy comes as the agency pushes companies to disclose more about executive pay.

Economics 322

Economics 322

The Charity CFO

SEPTEMBER 22, 2022

Nonprofits exist to meet a societal need or provide a public benefit. Unlike an organization whose primary goal is to make money, nonprofits exist to meet a community’s needs. That said, while it’s not your primary purpose, your nonprofit must find ways to make money. . So what are those ways? How do nonprofits make money? Let’s take a look….

Nonprofit 98

Nonprofit Budgeting Auditing CFO 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