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.

256

256

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 64

Investments Banking Valuation Profit and Loss 64

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 270

CFO 270

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

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.

256

256

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 255

Banking 255

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

188

188

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 127

Marketing Banking Numbers 127

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: 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

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 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 122

Investments Sales 122

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: 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

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.

348

348

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 119

Data Analysis 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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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

CFO Dive

MAY 8, 2023

Being inquisitive about the broader business and “not necessarily going in as a CFO all the time” can help finance leaders make the jump to the CEO chair, said Frank Calderoni, CEO of Velocity Global.

CFO 261

CFO Finance 261

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 119

Leverage Investments 119

CFO News

MAY 11, 2023

With the question in every CFO's mind running if inflation remains a concern for them for this fiscal where dealing with higher raw materials prices and hedging the currency also become priority , Jain feels there are pressures on some commodities and rural demand has been affected due to the continued inflationary pressure.

CFO 104

CFO Currencies 104

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

CFO Dive

MAY 11, 2023

The FASB’s proposed changes to accounting guidance on so-called carried interest isn’t likely to make the same kind of waves that proposed changes to related tax rules caused.

Accounting 259

Accounting 259

Navigator SAP

MAY 10, 2023

Artificial intelligence (AI) is undoubtedly transforming every sector of the global economy, providing enterprises with cutting-edge systems to automate their core business functions and processes. This technology has been incorporated into various software development projects including the development of enterprise resource planning (ERP) systems.

Planning 130

Planning Technology 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 117

Investments Banking Advertising Numbers 117

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: 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