PYMNTS

JANUARY 1, 2020

While one might assume that a payments revolution would be a hard thing to miss, as it turns out, it can happen. It all depends on how closely the world is looking — and what exactly it expects to be looking for. Sometimes, DPO Group CEO Eran Feinstein told Karen Webster, a massive paradigmatic shift can fly under the radar, if it looks just different enough from what the world is used to seeing.

Transportation 113

Transportation Accounting Leverage Technology 113

CFA Institute

JANUARY 3, 2020

That investing responsibly is complicated does not imply that investors should abandon the effort, in Morten Strange’s view.

Investments 52

Investments Performance Measuring Economics 52

Finvisage

JANUARY 2, 2020

To what extent should we expect the demand for Trade Credit Insurance to increase in the UK and what are the major factors affecting the same? Executive Summary. Initially the research paper begins with an Introduction on TCI’s processes, technological advances and key features. The report further proceeds with Results and Findings column, confronting data on several key economic factors affecting TCI on a macro scale.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

Jedox Finance

JANUARY 2, 2020

Zero-Based Budgeting is a unique accounting practice with specific advantages and disadvantages. It forces businesses to think about how each and every expense is managed in a specific budgeting period. A detailed spending plan is still the fastest way to achieve your finance goals. In general, a budget can be used to determine where every single cent should go each month.

Budgeting 52

Budgeting Planning Forecasting Finance 52

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

PYMNTS

JANUARY 3, 2020

Speed, scale and engagement — if you say it a few times, really get your vocal cords and mouth into the exercise, there’s a certain snap to those words put together like that. As well there should be — those are among the main traits set to define payments in the 2020s. We here at PYMNTS don’t mean to wear you down with all our anticipation about the new decade.

Auditing 83

Auditing Compliance Technology Marketing 83

Finvisage

DECEMBER 31, 2019

Treasury’s operations have become more significant demonstrating the mounting complexities of business strategies. Today companies are pressurised by shareholders and regulators for augmenting transparency and financial performance. Meeting these expectations is difficult for many companies with current system in place. Finvisage operates in Treasury Management System (TMS) industry which has become a great investment space from the last few years.

Marketing 52

Marketing Mergers and Acquisitions (M&A) Treasury Investments 52

CFA Institute

DECEMBER 30, 2019

The economy has only a handful of truly fundamental drivers that influence different asset classes.

Risk Management 52

Risk Management Economics Investments 52

PYMNTS

DECEMBER 29, 2019

Samsung disclosed that it will introduce an “artificial human” called Neon at CES 2020 on Jan. 7 that is totally different than its artificial intelligence (AI) assistant Bixby, Digital Trends reported. The limited information about Neon was shared on Samsung’s Twitter account, and includes an “Artificial Human” teaser in several languages with the tagline “Have you met an ‘artificial’?”.

Accounting 78

Accounting Technology 78

Future CFO

DECEMBER 31, 2019

There are plenty of famous quotes that remind us that we learn more from our failures than our successes. I’m sure you’ve seen them: “We learn from failure, not from success” “Failure is success if we learn from it” “There is no failure, only feedback” This popular attitude may help explain why managers conducting win-loss analyses tend to look to their lost deals for wisdom more often than they inspect their wins.

Accounting 52

Accounting 52

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

Finvisage

DECEMBER 31, 2019

Patisserie Valerie says finance chief arrested. The owner of Patisserie Valerie has said its finance director Chris Marsh was arrested last night and then released on bail. The cafe chain is fighting for survival after revealing on Wednesday it had uncovered “significant, and potentially fraudulent, accounting irregularities” Mr Marsh had been suspended when these problems were discovered.

Reconciliations 52

Reconciliations Accounting Financial Analysis Construction 52

CFA Institute

DECEMBER 30, 2019

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Finance 52

Finance Performance Measuring Risk Management Education 52

PYMNTS

DECEMBER 30, 2019

Silicon Valley startup Plus.ai is thought to be the first company to deploy a self-driving commercial truck to haul 40,000 pounds of butter roughly 42 hours cross-country from Tulare, California to Quakertown, Pennsylvania, ZDNet reported. The company’s Level 4 autonomous semi-tractor-trailer completed the 2,800-mile run for Land O’Lakes in under three days.

Transportation 77

Transportation Manufacturing Compliance Startups 77

Future CFO

DECEMBER 30, 2019

The Hong Kong Institute of Certified Public Accountants (HKICPA) said recently that it has scheduled to launch the new qualification programme stage-by-stage, aiming to offer flexible pathways and relevant trainings to students with different educational backgrounds to become CPAs. The new programme is designed to meet the market needs, in turn align with the concept of "Accounting Plus" to attract more young talents into the accountancy profession by equipping them with analytical minds and pro

Problem Solving 52

Problem Solving Education Accounting Marketing 52

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

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. The investment goes beyond the idea of just automating processes, moving into entrenched AI work, data analysis and tech training for all employees.

Data Analysis 71

Data Analysis Accounting Standards Auditing Invoicing 71

PYMNTS

DECEMBER 30, 2019

Gift returns have become a holiday tradition in the U.S., with consumers anticipated to send back a record $100 billion worth of unwanted goods bought this year between Thanksgiving and Christmas, The Financial Times reported. Last year returns from purchases made during the same period hit $6 billion. Online purchases are almost three times more likely to be returned than those in stores, leaving retailers with millions of items to sort.

Sales 71

Sales Retail eCommerce Planning 71

PYMNTS

JANUARY 1, 2020

Making predictions is simply irresistible at this time of the year – this year in particular. Tuesday marked not only the end of a year, but the end of a decade. Not just any decade, but one that has seen unprecedented levels of innovation touch nearly every industry segment and almost every corner of the world. Predicting the future, though, is risky business – which may explain why many predictions are wishy-washy or soon proved wrong.

Banking 69

Banking Accounting Leverage Advertising 69

PYMNTS

DECEMBER 31, 2019

The end of one decade, the beginning of another. Might the coming year be marked by innovation at the point of sale (POS)? The PYMNTS 2019 end-of-year survey of 30 executives asked for payment-related predictions that could (theoretically) be placed in a time capsule to be unearthed 12 months hence. The time frame, of course, is somewhat short. Thinking about what will come to fruition by the end of December 2020 gives little runway to predict, say, the most mobile of mobile commerce options (fl

Sales 68

Sales Retail Technology Advertising 68

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

PYMNTS

DECEMBER 30, 2019

Digital payments firm PayPal is turning to Latin America to strengthen its position in the eCommerce payments and remittance arenas. Today (Dec. 30), PayPal announced an expansion of its partnership with Argentinian eCommerce company MercadoLibre (dubbed the “eBay of Latin America”), as it positions itself to capture more of Latin America’s market share.

eCommerce 62

eCommerce Leadership Investments Financial Systems 62

PYMNTS

JANUARY 2, 2020

It’s going to be a very vocal year when it comes to retail. Voice is the killer app of the connected commerce experience, according to the How We Will Pay: 2019 Edition study. For the third consecutive year, the use of voice-enabled devices and assistants to enable purchasing has increased faster than any other type of connected commerce. About 31 percent of consumers now own voice-activated devices, up from 27 percent in 2018 and 14 percent in 2017.

Retail 61

Retail Startups eCommerce Technology 61

PYMNTS

DECEMBER 31, 2019

Paper-based payment methods such as checks and cash are awkward and cumbersome in either business-to-business (B2B) or business-to-consumer (B2C) transactions. The negative impact that these increasingly outdated methods have on both senders and receivers has mostly been ignored, however. Such legacy payment methods are usually tied to paper-based invoices and manual tracking and reconciliation procedures, which impede payments from being processed in a timely manner.

Accounts Payable 61

Accounts Payable Invoicing B2B B2C 61

PYMNTS

JANUARY 3, 2020

In just three years, one word, one idea, has rewritten the payments rulebook: “instant.” Driven by faster phones, ingenious apps and sheer market force, the move to instant is pushing the boundaries of what’s possible with payments, opening up new worlds of risk and reward. Rarely do consumers and businesses agree on anything as much as they have on instant.

Banking 60

Banking Accounting CFO Securities 60

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

PYMNTS

JANUARY 2, 2020

As diners can order a wide range of cuisines from their smartphones, mobile order-ahead continues to become more popular — and quick-service restaurants (QSRs) are taking note. The technology is changing the design of restaurants, as some coffee chains are rolling out pick-up only locations while others are refreshing stores with pickup windows. Large chains like Dunkin’ and Starbucks were among the first to embrace mobile order-ahead technology.

Technology 58

Technology Investments Startups Marketing 58

PYMNTS

JANUARY 2, 2020

The Financial Accounting Standards Board (FASB), which establishes accounting standards in the U.S., has released new guidance on computing costs for cloud computing to take effect for public businesses in 2020. It also provides a new standard for companies that struggle with the implementation of the technology, according to a report by Compliance Week.

Accounting 58

Accounting Accounting Standards Nonprofit Compliance 58

PYMNTS

DECEMBER 31, 2019

It’s the list no one likes to be on. It’s kind of like being on the “worst dressed list” except that we’re talking about stolen data and, probably, lots of lawsuits. Welcome, then, to the Top Data Breaches of 2019. The readings are pretty grim. At a high level, the numbers are staggering. Millions of accounts hacked. Billions of records accessed. Thousands of breaches.

Securities 58

Securities Numbers Advertising Accounting 58

PYMNTS

JANUARY 2, 2020

The downside of data sharing has come full circle as JPMorgan Chase strives for enhanced protection by blocking FinTech apps from accessing customers’ passwords, The Financial Times (FT) reported on Tuesday (Jan. 2). As a way to get users’ passwords “out of the system,” the lender will disburse tokens to third parties, embedded with limited data, Bill Wallace, Chase’s head of digital, told FT. .

Securities 57

Securities Economics Numbers Accounting 57

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Reconciliations