Sat.Sep 19, 2020 - Fri.Sep 25, 2020

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PayPal, Mastercard Add 5 EU Countries To Debit Card Offering

PYMNTS

PayPal and Mastercard are bringing the PayPal Business Debit Mastercard to more businesses in Europe. The companies said in a Wednesday (Sept. 23) announcement that the card is now available in France, Austria, Italy, Ireland and Spain beyond its current availability in the United Kingdom, Germany and the United States. Small businesses can have immediate access to their PayPal funds and unlimited 0.5 percent cash back on all of their eligible spending with the debit card.

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Announcing our 2020 Anaplan award winners

Anaplan

When CPX 2020 became a virtual event, we made sure our annual awards ceremony didn’t get lost in the digital shuffle. After all, recognizing our users’ achievements is a treasured part of the CPX experience that I look forward to each year. I was so pleased to be able to give awards — maintaining proper […].

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Trending Sources

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Aging and Equities: Selling Stocks for the Long Term

CFA Institute

As the population ages, who will be left to buy stocks?

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What's a Virtual Healthcare CFO?

Adam Kae

In the digital age, new types of jobs seem to pop up everywhere. You can get a full virtual office to manage your administrative tasks! Adam Kae & Associates is a Virtual Healthcare CFO. In short, we translate your finances to English so you can focus on running your practice while we take care of the rest! This article will talk about: What a CFO Does.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

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FinCEN Files Show Banks’ ‘Whack-a-Mole’ Battle Against KYC/AML

PYMNTS

Gross negligence – or evidence of a battle waged by banks that requires new, high-tech weaponry? To that end, and as reported by BuzzFeed , documents submitted by banks to the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) show that several of the largest global banks moved money on behalf of scores of individuals and enterprises involved in criminal financial activity.

Banking 139

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Jedox 2020.3: A New Data Service for Power BI

Jedox Finance

In the second article of our blog series on the new Jedox 2020.3 version, we introduce the all new Jedox OData Hub data service, which makes queries faster and extends the data basis for Power BI analyses.

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The world’s largest auditing firm so far

Future CFO

Deloitte has emerged as the world's largest auditing firm in FY2020, though KPMG hasn’t announced revenues, which is usually the least among the Big 4. Three of the four audit heavyweights — Deloitte, PwC, and EY have reported their revenues in FY 2020. Deloitte and PwC’s revenues are usually the largest among the four and the two have continued this tradition so far in the said financial year.

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Federal Banks, Savings Associations Win Approval For Some Crypto Activities

PYMNTS

The regulator of the nation’s banks has issued its first guidance on stablecoins , the cryptocurrency backed by traditional currency. . A letter by the Office of the Comptroller of the Currency (OCC) published on Monday (Sept. 21) clarified the authority for national banks and federal savings associations to hold reserves on behalf of customers who issue stablecoins.

Banking 138
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On Horses, Tractors, and Markets

CFA Institute

Are markets more like horses or tractors?

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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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COVID 19: Working from home tax deduction

Creative CFP

While the pandemic has forced many employees to work from home, you may be wondering if you now qualify for the home office tax deduction. We outline the requirements for employees to qualify below. Requirements to deduct home office expenses You are currently employed and working for a salary / commission You are required by your employer to work from home You have an office / area that is used regularly and exclusively (more than 50%) for your work i.e. the kitchen counter would not suffice Yo

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Technology in accounting – during and beyond COVID-19

Future CFO

Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. In the previous article, The evolution of accounting – before and during COVID-19 , Dr Josh Heniro , senior director, Southeast Asia and Australasia, Institute of Management Accountant , shared his views on how accounting has been changin

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Fed Sees Possible Path To ‘Direct Issuance’ Of Digital Dollars

PYMNTS

Digital dollars could make the leap from concept to reality, but there might be a few ways to get there. Cleveland Federal Reserve President Loretta Mester said in a speech this week that a digital dollar could conceivably be a form of money transfer that would enable the Fed to disburse money to all individuals in America. Her speech, entitled “Payment and the Pandemic,” included a section on digital currencies.

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Fintechs in a Post-COVID 19 World: Targeting Gen Z?

CFA Institute

How fintechs appeal to Gen Z now will have a lasting, maybe a defining impact.

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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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The Role of Finance and Accounting in SaaS

The SaaS CFO

The role of finance and accounting in a SaaS company is probably a mystery to most. Yes, we pay the bills and say “no” to a lot of expenditure requests, but there is a lot going in the back office. And, as your SaaS business scales, so must the capabilities of your finance and accounting […]. The post The Role of Finance and Accounting in SaaS appeared first on The SaaS CFO.

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7 Questions for Lutz Jannausch, Head of Business Applications, One Commercial Partner Group at Microsoft Germany

Jedox Finance

Power BI enjoys great popularity and has grown to become one of the stars in the Microsoft cosmos alongside the familiar applications from Microsoft Office such as Word, Excel, and PowerPoint. In July of this year, the software solution celebrated its fifth anniversary and Microsoft was named a leading provider for the 13th time in a row in the Gartner 2020 Magic Quadrant for Analytics and Business Intelligence Platforms.

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Unlocking Brazil's Open Banking Potential

PYMNTS

In the journey to improve the payments experience, sometimes the best user experience (UX) is an unnoticeable one. Payment innovators are migrating toward making payments nearly invisible to the payer, with the goal of enabling the movement of funds so seamless and friction-free that the user is less able to identify that a transaction is even taking place.

Banking 126
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Survey: Finance execs slow to adopt forward-looking tools

Future CFO

Finance and accounting executives are slow to leave behind traditional reporting of results, said ACCA recently. According to a survey of 1,150 accountancy professionals by the ACCA, Chartered Accountants Australia and New Zealand, and NTT DATA, less than half of the respondents use forward-looking insights. “Our survey shows some reluctance to move from looking backwards to looking ahead.

Finance 52
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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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Motivating the sales force for your next chapter

Anaplan

This is the third post in a three-part series following our recent webinar series with Slalom Consulting, entitled Restarting a stalled revenue engine. Selling in 2020 has been a lesson in managing transformative change. Individual sales reps have had to learn new sales techniques—less time meeting face to face with customers, more time in front […].

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Analyst Perspectives on Planful

Planful

We’re always excited when Planful is recognized by leading analysts for the hard work we put into our solutions and the value our customers receive. But what should these reports mean to you ? . I’m going to pull back the curtain a bit and highlight the differences in how all of the various analyst firms view our market. This is our “state of the analyst market” streamlined for you.

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Taking AI Beyond Fraud Prevention And Into The Realm Of Smart Payments Routing

PYMNTS

Merchants, quite logically, want to keep transaction conversion rates high. And consumers want to pay with their preferred methods, across cards or digital wallets. Artificial intelligence (AI) can improve the eCommerce experience – not just in terms of warding off fraud, but also in making sure payments can be processed efficiently and that the most effective payment gateways are accessed.

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Asian business confidence rebounds sharply

Future CFO

Asian business confidence rebounded in the third quarter as easing coronavirus restrictions lifted sales but lingering uncertainty over the pandemic thwarted a return to business-as-usual, said INSEAD recently. Asian firms’ outlook for the next six months tracked by the Thomson Reuters/INSEAD Asian Business Sentiment Index jumped to 53 in the third quarter from an 11-year low of 35 in the second , according to the business school.

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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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FLEETCOR Buys AFEX To Boost Cross-Border Payments

PYMNTS

FLEETCOR , which works in global business payments, announced that it had reached an agreement to acquire cross-border payment firm Associated Foreign Exchange (AFEX) to help boost its own payments network, a press release says. AFEX works to implement cross-border solutions to aid small to medium-sized businesses (SMBs), helping them to grow internationally, the release says.

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Western Union Teams With Isabel Group To Offer Payments In Belgium

PYMNTS

The business division of Western Union will work with Isabel Group , a Belgian company providing multi-bank services through its B2B network Isabel 6, to grow connectivity in Belgium, according to a press release. Western Union Business Solutions will work with Isabel Group to expand access to Isabel's network, which offers online banking and fast payment services for organizations.

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HSBC To Staff: Stay Off Bank’s Social Media Accounts

PYMNTS

The 233,000 worldwide employees of HSBC Holdings Plc were ordered on Monday (Sept. 21) to stay off the bank’s social media sites after a report was leaked to BuzzFeed News and the International Consortium of Investigative Journalists (ICIJ). . Bloomberg News reported that Tricia Weener , HSBC ’s global head of marketing, sent a memo to the workforce of the London-based company stating that they must not post to social media until at least 11 a.m.

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Visa On Giving SMBs A Digital-First Boost This Holiday Season

PYMNTS

In a normal year, the holiday season is an incredibly busy time. In between the mad rush to close out the business year, retailers and restaurants prep for what they hope is the most wonderful time of their year for making sales. Restaurants, in particular, look to cash in on the holiday rush as businesses book holiday parties and friends and families gather in their establishments to celebrate over good food and drink.

Sales 117
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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.