Corporate Finance

SEPTEMBER 17, 2021

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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Musings on Markets

SEPTEMBER 14, 2021

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.

Investments 100

Investments Marketing Accounting Sales 100

CFO Network

SEPTEMBER 17, 2021

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?

CFO 96

CFO Financial Analysis Budgeting Forecasting 96

Centage

SEPTEMBER 14, 2021

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.

Budgeting 96

Budgeting General Ledger Data Analysis Financial Data 96

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

Corporate Finance

SEPTEMBER 14, 2021

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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CFO Network

SEPTEMBER 13, 2021

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.

Benchmarking 78

Benchmarking Performance Measuring Technology Accounting 78

Future CFO

SEPTEMBER 15, 2021

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.” .

Finance 75

Finance GAAP Accounting Principles Accounts Payable 75

CFA Institute

SEPTEMBER 15, 2021

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

Risk Management 80

Risk Management Planning Economics Investments 80

Planful

SEPTEMBER 15, 2021

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.

Planning 65

Planning Finance Accounting 65

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

Accountancy Today

SEPTEMBER 14, 2021

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.

Securities 52

Securities Finance Investments Planning 52

Future CFO

SEPTEMBER 16, 2021

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.

CFO 72

CFO Finance Leadership Leverage 72

Lime Light

SEPTEMBER 17, 2021

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.

Finance 52

Finance Budgeting Forecasting Planning 52

Qubix

SEPTEMBER 16, 2021

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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Marketing 52

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 Network

SEPTEMBER 15, 2021

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?

Compliance 52

Compliance Auditing Forecasting CFO 52

Future CFO

SEPTEMBER 14, 2021

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

Concentration 52

Concentration Investments Marketing Accounting 52

Treasury Talent

SEPTEMBER 13, 2021

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. 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.

Treasury 52

Treasury Technology 52

Qubix

SEPTEMBER 16, 2021

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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Marketing 52

Advertisement

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

CFA Institute

SEPTEMBER 15, 2021

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

Marketing 67

Marketing Performance Measuring Economics Investments 67

Future CFO

SEPTEMBER 13, 2021

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.".

Construction 52

Construction Investments 52

Anaplan

SEPTEMBER 14, 2021

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

Leverage 59

Leverage Finance 59

Qubix

SEPTEMBER 16, 2021

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.

Marketing 52

Marketing Sales 52

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

CFA Institute

SEPTEMBER 14, 2021

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

Investments 68

Investments Communication Leadership Economics 68

Future CFO

SEPTEMBER 12, 2021

When it comes to expat pay packages, Singapore is now the 17th most expensive location for companies sending employees overseas, said ECA International recently. Now the average expat pay package for a mid-level worker costing companies US$225,171 annually in the city-state, the firm observed. Globally, Japan overtakes the United Kingdom as the most expensive location to send workers to, with the average expatriate package there costing US$405,685, the firm noted.

Marketing 52

Marketing 52

Essentials of Corporate Finance

SEPTEMBER 17, 2021

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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Planful

SEPTEMBER 14, 2021

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.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Accounting Finance Planning 40

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