CFO Dive

MAY 10, 2023

Researchers assert some companies “strategically” divert investor attention from negative SEC filings by issuing concurrent press releases on unrelated matters.

261

261

CFO News

MAY 8, 2023

Startups are hiring CFOs for financial prudence, compliance and cost optimisation as they face a funding drought and investor demands.

Startups 97

Startups Compliance 97

Musings on Markets

MAY 7, 2023

In my last post, I looked at banking as a business, and used a simple banking framework to advance the notion that the key ingredient tying together the banks that have failed so far in 2023 is an absence of stickiness in deposits , created partially by depositor and deposit characteristics (older are stickier than younger) and partly by growth in deposits (high growth increases stickiness).

Investments 91

Investments Banking Valuation Profit and Loss 91

CFO Dive

MAY 8, 2023

When it comes to growing a business of any kind, thinking like a founder is key, regardless if you are one or not, former Poshmark CFO Kapil Agrawal said.

CFO 273

CFO 273

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.

Leverage

CFO Dive

MAY 10, 2023

Core inflation, which excludes food and energy prices, remains high despite 10 consecutive increases in the federal funds rate since March 2022.

261

261

CFO Dive

MAY 8, 2023

A pullback in bank credit that began in 2022 has accelerated since a flare-up in financial sector instability started in March.

Banking 260

Banking 260

Navigator SAP

MAY 12, 2023

Influencers, online comparison shopping, and Amazon have dramatically altered the landscape for consumer packaged goods businesses in recent years. Then the pandemic came along, which further messed with business models, supply chains, and revenue projections for CPG firms. Expectations for growth within the industry are strong, with 86% of CPG firms predicting a 2% or greater growth rate in the next 12 months, according to a recent industry survey conducted by Canam Research and sponsored by Na

226

226

Barry Ritholtz

MAY 8, 2023

There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his many numerous, mysterious ailments. The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets.

Marketing 128

Marketing Banking Numbers 128

CFO News

MAY 7, 2023

Financial leaders need to focus on long-term sustainability and incorporate environmental, social and governance factors into their businesses, senior finance executives said at an ETCFO panel discussion.

Finance 119

Finance 119

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.

Finance

CFO Dive

MAY 9, 2023

Ransomware claims filed by U.S. clients of insurance broker Marsh spiked 77% in the first quarter, following a downward trend in 2022.

360

360

Navigator SAP

MAY 12, 2023

The latest surveys involving global businesses in various sectors reveal a steady growth in business automation using enterprise resource planning (ERP) systems. In 2020, a study featuring business leaders from different parts of the world showed that 66% of global businesses piloted various automation solutions, while 31% of global businesses have fully automated at least one of their business processes.

Planning 130

Planning 130

Barry Ritholtz

MAY 6, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. An exclusive excerpt from When the Heavens Went on Sale, by the bestselling author of Elon Musk. ( Businessweek ) • The Secrets of Reedy Creek : Disney and Florida Gov.

Investments 124

Investments Sales 124

CFO News

MAY 8, 2023

The J&K Bank’s auditors said its employees availed loans from the bank to purchase the shares, but that was in violation of the Reserve Bank of India’s directions.

Banking 111

Banking Accounting 111

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.

Financial Data

CFO Dive

MAY 11, 2023

The PCAOB findings follow U.S. success in overcoming opposition from Beijing to the inspection of audits of China-based companies listed on U.S. stock exchanges.

Auditing 301

Auditing 301

Navigator SAP

MAY 11, 2023

A barcode scanner is a device that reads barcodes and converts them into digital data. When integrated with an enterprise resource planning (ERP) system, a barcode scanner can significantly improve inventory accuracy. An ERP system is a software solution that integrates all the different departments of a company into one central system to manage their operations more effectively.

Planning 130

Planning 130

Barry Ritholtz

MAY 10, 2023

The good news: Consumer Price Index (CPI) came in modest at 0.4%, with a year-over-year 4 handle at 4.9%. I expect this will continue to fall over the next few months and is likely to have a 3 handle before Christmas, maybe even Halloween. The inflation that appeared so pernicious in 2021 and into 2022 was driven by the combination of 3 things: – Unique pandemic factors – Massive monetary stimulus (CARES ACT I, II & III) – Structural (long-term) shortages in labor and singl

Data Analysis 121

Data Analysis 121

CFO News

MAY 12, 2023

The number has remained below the Reserve Bank of India’s (RBI) upper band target of 6% for the second consecutive month.

Retail 105

Retail Numbers Banking 105

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.

Forecasting

CFO Dive

MAY 12, 2023

Previous FASB calls for greater income tax transparency have drawn pushback from businesses. This time the initiative appears to be gaining steam.

274

274

Navigator SAP

MAY 11, 2023

The BIO International Convention attracts 14,000+ biotechnology and pharma leaders for one week of intensive networking to discover new opportunities and promising partnerships. Navigator Business Solutions will be attending the 2023 Bio International Convention in Boston, MA June 5th - 8th.

130

130

Barry Ritholtz

MAY 6, 2023

This week, we speak with Julian C. Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. Previously, he was head of the European Special Situations Group from 2008-13, and head of the Global Special Situations Group: 2013-19.

Leverage 121

Leverage Investments 121

CFO News

MAY 11, 2023

Grant Thornton Bharat may hire 400-500 people under its CFO advisory practice during FY24 to add to its existing size of 650 plus dedicated workforce in that domain.

CFO 105

CFO 105

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

Accounts Payable

CFO Dive

MAY 11, 2023

The new finance chief of chipmaker GlobalFoundries previously served as CFO of Amazon’s cloud computing business.

CFO 274

CFO Finance 274

Navigator SAP

MAY 11, 2023

Ralph Hess, EVP of Sales and Marketing at Navigator Business Solutions was recently quoted in a Forbes.com article.

Sales 130

Sales Marketing 130

Barry Ritholtz

MAY 9, 2023

 The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Investments 119

Investments Banking Advertising Numbers 119

CFO News

MAY 10, 2023

A high level of compliance with various rules and regulations and sound governance practices are expected in state-run banks, particularly in view of huge public interest and appointment of directors by the government on their Boards, says the former ICAI President.

Compliance 105

Compliance Banking 105

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