CFO Dive

AUGUST 23, 2024

For the first time since the pandemic, corporate real estate executives’ sentiment has shifted slightly in favor of portfolio expansion, according to a CBRE report.

Marketing 347

Marketing 347

Navigator SAP

AUGUST 2, 2024

Consumer shopping patterns are quietly undergoing a dramatic shift as spending has moved from brick-and-mortar retail stores to online webstore purchases, to social selling on TikTok and other social media platforms. Instead of sales happening in dedicated stores, it now is retail everywhere.

Retail 233

Retail Sales eCommerce 233

Barry Ritholtz

AUGUST 12, 2024

I’m deep in my book writing work discussing federal debt when I see a tweet that simply epitomizes the entire genre. Full disclosure: My priors on federal debt are that I don’t know where the line of too much should be drawn, but I do know that none of the terrible things we were warned about over the past 50 years due to excess debt have come to pass.

Treasury 138

Treasury Forecasting Currencies Finance 138

Tips Watch

AUGUST 14, 2024

By David Enna, Tipswatch.com The Federal Reserve got the sort of inflation report it desired for July, with the U.S. annual rate dipping below 3.0% for the first time since March 2021.

Investments 124

Investments Finance Securities 124

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

Musings on Markets

AUGUST 28, 2024

It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to ChatGPT on November 30, 2022. While ChatGPT itself represented a low-tech variation of AI, it opened the door to AI not only as a business driver, but one that had the potential to change the way we work and live.

Valuation 114

Valuation Construction Investments Numbers 114

Navigator SAP

AUGUST 16, 2024

Life Sciences businesses are relatively unique. They have long lead times between investments and commercialization, leading to unpredictable revenue streams and cash flow gaps. The cost of research and development also can be a significant drain on resources, requiring precise tracking and allocation so budgets stay in line.

Budgeting 200

Budgeting Investments 200

Nerd's Eye View

AUGUST 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from "innovators" that invest in tech to differentiate themselves from their competition and to enhance the client experience to "operators" that invest in technology largely to improve operations and internal efficiency

Prioritization 98

Prioritization Practice Management Budgeting Investments 98

Global Finance

AUGUST 16, 2024

The rattled corporation faces a rocky road through a wide-ranging restructuring, but some analysts see a more competitive company emerging. Century-old global mining-and-metals conglomerate Anglo American plc has been on a roller coaster since the end of May, when it dramatically cut off merger talks with rival BHP and instead announced a sweeping restructure of its portfolio.

Restructuring 105

Restructuring Profit and Loss Valuation Forecasting 105

Driven Insights

AUGUST 2, 2024

SaaS metrics software - also known as subscription billing management software or recurring billing software - should be one of the most powerful weapons in a SaaS CEO's arsenal. The complexities of managing subscriptions are real and the costs of poor subscription management are substantial. Moreover, the SaaS-specific metrics or key performance indicators (KPIs) these systems are capable of producing can be game changing for a management team and board of directors.

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CFO Dive

AUGUST 27, 2024

Every transformation should include a robust and detailed business case with defensible and realistic numbers, writes ISG’s Jon Lightman.

Budgeting 344

Budgeting Numbers 344

Barry Ritholtz

AUGUST 11, 2024

Our story so far : Stuck at home over the pandemic, it was a perfect time to revisit a pastime of my youth – buying cheap beater cars, and turning them into something fun and worthwhile. Only this time, I have a lifetime of experience with what does and doesn’t work well, along with a somewhat more generous budget. All of this got restarted about a decade ago; I was personalizing a 2013 flood salvage-title Rubicon ; it reminded me how much fun it was to do these little projects.

Budgeting 116

Budgeting Technology 116

Navigator SAP

AUGUST 13, 2024

In an era where speed, intelligence, and precision dictate success, Navigator Business Solutions is thrilled to announce the game-changing release of SAP S/4HANA Cloud Public Edition 2408. This isn’t just another update—it’s a revolution in ERP, supercharged by cutting-edge AI that’s set to redefine how businesses operate and innovate.

SAP 211

SAP 211

Tips Watch

AUGUST 7, 2024

By David Enna, Tipswatch.com We are halfway through the I Bond’s interest-rate-setting period, with the next reset coming on Nov. 1 — or more probably on Halloween Day, Oct. 31. On that day, the U.S.

Treasury 110

Treasury Investments Finance 110

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

Global Finance

AUGUST 1, 2024

Corporate finance experts say going public is cool this summer; that’s not the case for a billionaire hedge fund manager’s overhyped IPO. Toward the end of July, several companies looking to go public told vastly different stories than the one billionaire Bill Ackman weaved on social media. The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Future CFO

AUGUST 8, 2024

Given that ESG and sustainability can drive value, leaders must navigate these with cross-function expertise. According to an industry expert, Scott Lane , CEO and founder of Speeki , a full-service ESG and sustainability reporting and management partner to large multinationals, fund managers and corporates must bring in cross-function ESG generalists to boards, rather than experts with a narrow expertise in sustainability or diversity.

Technology 105

Technology Leadership CFO 105

CFO Dive

AUGUST 7, 2024

Many companies are zeroing in on data contained in emails and other “unstructured” formats as they rush to lay the groundwork for AI projects, Komprise found in a study.

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Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 98

Technology Compliance Securities Planning 98

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

Navigator SAP

AUGUST 30, 2024

Despite what software vendors think, there’s a balance between having the latest features and continuing to use what works even if it is an older solution. Software is a tool for getting something done and not the goal itself for most businesses. But with every piece of software that is used by a business, there does come a time when updating legacy software makes sense.

SAP 198

SAP 198

CFO Selections

AUGUST 20, 2024

Running out of cash is not only a sign of poor planning, but it's also one of the biggest reasons that businesses fail. Forecasting your company's cash flow can be tricky because of the many variables that determine how much cash you will need for operations versus the amount available.

Cash Flow Forecasting 98

Cash Flow Forecasting Forecasting Planning 98

Global Finance

AUGUST 6, 2024

Daniel Labovitz, the former NYSE head of regulatory policy, is swapping the traditional stock market blues for a greener pasture. As the CEO of the Green Impact Exchange (GIX), he aims to introduce the first US stock market exclusively focused on the $50 trillion-plus global green economy. If GIX gets the green light from the US Securities and Exchange Commission, it plans to kick off trading in 2025.

Marketing 119

Marketing Corporate Finance Finance Securities 119

Future CFO

AUGUST 26, 2024

Amid continued experimentation, increased investment, and early enthusiasm, there is a growing need to demonstrate the value of generative artificial intelligence initiatives, according to Deloitte. The third quarterly edition of the Deloitte AI Institute's "State of Generative AI in the Enterprise" report revealed that data and risk remain key challenges to scaling Generative AI.

Investments 102

Investments Securities Technology CFO 102

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

AUGUST 7, 2024

By taking point on technology initiatives, CFOs can shape the future of how their company leverages new solutions, Workday’s Terrance Wampler said.

CFO 333

CFO Leverage Technology 333

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are "irrevocable" and can't easily be undone; in moving assets to the trust, the original owner gives up their authority over the assets, with the trustee taking over the management and distribution o

Planning 98

Planning 98

Navigator SAP

AUGUST 23, 2024

Consumer products firms selling direct-to-consumers used to be an innovation worth noting. But now it is quickly becoming table stakes as social media becomes a dominant sales vehicle and consumer spending spreads across a wider range of channels.

Sales 178

Sales SAP 178

Musings on Markets

AUGUST 19, 2024

As I reveal my ignorance about TikTok trends, social media celebrities and Gen Z slang, my children are quick to point out my age, and I accept that reality, for the most part. I understand that I am too old to exercise without stretching first or eat a heaping plate of cheese fries and not suffer heartburn, but that does not stop me from trying occasionally.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

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