Sat.Sep 11, 2021 - Fri.Sep 17, 2021

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The ESG Movement: The "Goodness" Gravy Train Rolls On!

Musings on Markets

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would bring to companies, investors and society. In the year since, I have heard from many on the topic, and while there are some who agreed with me on the internal inconsistencies in its arguments, there were quite a few who disagreed with me.

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SPAC Issuance Slows

Corporate Finance

Early in the year, SPACs were all the rage as a way to sidestep the IPO process. In January, 97 SPACs went public compared to 27 IPOs. In July , there were only 32 SPACs compared to 57 IPOs. In fact, many SPAC investors are selling their shares or redeeming shares when a deal is announced. Reasons for the slowdown in SPACs are increased SEC scrutiny and the fact that 438 SPACs that had raised over $130 billion combined have yet to find a merger partner.

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Everything You Should Know About the Outsourced CFO

CFO Network

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. However, it’s not uncommon for a business to not have the resources to keep a CFO in-house. Instead, companies often work with an outsourced CFO to fill this role. Not quite sure if it’s right for you?

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Today’s Business Budgeting; Can Your Spreadsheet Software Keep Up

Centage

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly. Accounting has evolved quite a bit since the early days of double-entry systems and general ledgers.

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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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Passive Funds and “Do No Harm” Are Not Synonymous

CFA Institute

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

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Importance of Benchmarking and Reporting

CFO Network

There’s no question that technology has changed the way we do business. One of the biggest advantages of technology for business owners is the ability to use data for business improvement. Data allows business owners to look at their operations objectively and make improvements where needed. However, effectively using data isn’t always easy.

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Planful Perform 2021: Day 1 Packed in the Value for Finance and Accounting Professionals

Planful

Planful Perform 2021 Day 1 just concluded and the stats speak for themselves: 2 keynotes 4 drill-downs on everyday tips & tricks 5 discussions of finance and accounting techniques 7 customer-led sessions Over 2,000 registrants! These keynotes, hands-on sessions, stories, chats, and trainings—by and for finance and accounting professionals—served as a fitting kickoff to this […].

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The top 10 in-demand shared services skills in the finance function

Future CFO

There are 10 most sough-after shared services skills in the finance and accounting function in the past year, said Gartner recently. “Looking for the top finance shared services skills in the same place as everyone else is costly,” said Jessica Kranish, senior principal, research, Gartner. “It’s important to understand there are locations where these top skills are in abundant supply without a high salary premium, and to consider these locations when setting up a shared service centre.” .

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Four Considerations for Strong Investment Policy Statements

CFA Institute

If you ran your IPS through a stress test, would it be strong enough to withstand the pressure?

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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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FRP secures £5.6m refinancing for Rigby Commercial

Accountancy Today

FRP’s Debt Advisory team has helped Rigby Commercial, the property arm of Blackpool-headquartered The Rigby Organisation (Rigby), secure a new £5.6m finance package. The North West property manager, which operates a portfolio of more than 50 commercial and residential properties around Preston and the Fylde coast, has refinanced with the support of specialist lender HS Credit.

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Planful Perform 2021: Day 2 Brings More Keynotes, Customer Stories, and Tips to Accelerate Now

Planful

The final day of Planful Perform 2021 featured marquee keynotes, valuable learning sessions, customer stories, and more. Overall, this event for finance and accounting professionals featured nearly 20 hours of great content. Planful customers also shared success stories, with over 30 total speakers hailing from more than 20 Planful customers, partners, and friends.

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CIO-CFO partnership: tech leaders help expedite finance transformation strategies

Future CFO

CIO-CFO partnership is important as tech leaders are helping to lead finance transformation while shifting strategies to meet evolving business and technology demands, said Workday and Deloitte recently when releasing a joint survey of more than 600 executives worldwide. Survey results indicate that 70% of CIOs surveyed having accelerated their finance transformation strategies by at least a year.

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Greenwashing at a Tipping Point: Marketing Jargon Brings Regulatory Risk

CFA Institute

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

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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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Intelligent tax reporting in financial services

Anaplan

Leverage intelligent tax reporting to address global tax reporting requirements in financial services.

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10 Reasons Finance Teams are Choosing to Replace Excel with Cloud FP&A Software

Lime Light

We’ve worked with finance teams from all industries , and have seen customers dealing with countless error-prone, time-consuming and outdated spreadsheets in Excel. It’s nearly impossible to get a holistic view of your business using spreadsheets for your budgeting, forecasting and reporting. Poor visibility into your operations creates more risk and leaves you vulnerable to making decisions with incomplete data.

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How to visualise Market Basket Analysis in Oracle Analytics?

Qubix

Frequent Itemsets and recommendations are two components of Market Basket Analysis. Everything is prepared within Oracle Autonomous Data Warehouse (ADW) and brought into Oracle Analytics where frequent itemsets and recommended items are visualised using Sankey and Network graphs.

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What Is Business Process Improvement and Why You Need To Start It Today

CFO Network

When you’re looking into getting the most from your company, there are a variety of models for improvement you should put into place. By looking into systems modeling for improving business processes you’ll be able to upgrade so many different facets of your company. So what should you know about these methods for improving your business?

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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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CFA Institute: Board independence sees uneven progress in Asia Pacific

Future CFO

Board independence sees uneven progress in Asia Pacific, said CFA Institute recently when releasing its new report “Independent Directors in Asia Pacific”. The report, which covers Australia, Hong Kong SAR, India, Japan, Malaysia, and Singapore, shows that although standards of corporate governance have been steadily improving across the region, some markets suffer from weak legal protections, concentrated ownership structures, or deeply ingrained traditional attitudes not conducive to board ind

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Teresa McAdam – Head of Funding & Leasing at Virgin Australia | Episode 196

Treasury Talent

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. Teresa McAdam joins me on this podcast episode. Teresa is the Head of Funding at Virgin Australia. She has joined us before but I want to have her back to talk particularly about hospitality and travel industries where Virgin operates. We’ll have her back for updates and see how COVID affected the business and to enlighten you on what’s going on.

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Association Rules and Recommendations with Oracle Analytics

Qubix

In my previous posts, I was writing about Market Basket Analysis that you can perform in Oracle Autonomous Database and Frequent Itemsets that can also be created with Oracle Analytics.

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SPAC Issuance Slows

Essentials of Corporate Finance

Early in the year, SPACs were all the rage as a way to sidestep the IPO process. In January, 97 SPACs went public compared to 27 IPOs. In July , there were only 32 SPACs compared to 57 IPOs. In fact, many SPAC investors are selling their shares or redeeming shares when a deal is announced. Reasons for the slowdown in SPACs are increased SEC scrutiny and the fact that 438 SPACs that had raised over $130 billion combined have yet to find a merger partner.

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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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Net-zero policies pose challenges to credit profiles of debt issuers in exposed sectors  

Future CFO

Reaching net-zero will require massive shifts in policy and investment, challenging the credit profiles of debt issuers in sectors exposed to this shift, said Moody's recently. "We expect emissions reduction policies to become more stringent in many major economies over the next several years," said Colin Ellis, a Managing Director at Moody's. "This could pose downward pressure on the credit profiles of companies operating in sectors most exposed to such policy shifts.".

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Planful Perform 2021: Day 1 Packed in the Value for Finance and Accounting Professionals

Planful

Planful Perform 2021 Day 1 just concluded and the stats speak for themselves: 2 keynotes. 4 drill-downs on everyday tips & tricks. 5 discussions of finance and accounting techniques. 7 customer-led sessions. Over 2,000 registrants! These keynotes, hands-on sessions, stories, chats, and trainings—by and for finance and accounting professionals—served as a fitting kickoff to this two-day online conference.

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Market Basket Analysis Series

Qubix

Recommendations are usually always there to stimulate you to buy additional products or services regardless if you are shopping online or in a store. Sometimes these recommendations are just intuitions of sales manager, but more often these are prepared using some machine learning algorithm, for example Association Rules.

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Buyback Excise Tax Proposed

Essentials of Corporate Finance

In the textbook, we discussed how buybacks have a tax advantage over dividends because it results in a lower effective tax rate for shareholders. A new law being proposed in the Senate would levy a 2 percent excise tax on all funds used for share buybacks. Although the statement released by the Senator Ron Wyden, who is proposing the buyback tax, essentially argues that buybacks are ill-advised, the evidence is not quite as clear.

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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.