PYMNTS

JANUARY 11, 2021

Mexicans and Mexican-Americans working in the U.S. sent a record sum of money to the southern country despite the staggering blows the U.S. economy took due to the pandemic, The Wall Street Journal reported, citing data from Mexico's central bank. During the first 11 months of the year, people in the United States sent $36.9 billion to Mexico, WSJ reported, citing data released by the Banco de Mexico.

Construction 125

Construction Banking 125

https://trustedcfosolutions.com/feed/

JANUARY 14, 2021

Cash is king in restaurants. In the midst of this crisis situation with COVID-19 , knowing your restaurant’s current cash position is one of the most important insights an operator can have. We have created a simple, yet effective, Weekly Cash Flow Worksheet that you can easily download and modify (fill out the form below to access). Using this spreadsheet tool will help you understand and manage the cash flow dynamics of your business.

Accounting 67

Accounting CFO 67

CFA Institute

JANUARY 14, 2021

With his patience and preparation, Odysseus would have made a great investor.

Investments 52

Investments Economics Finance 52

Adam Kae

JANUARY 14, 2021

Adam Kae & Associates Presents: 3 Remedies for Ailing Medical Practices. January 28, 2021 | 2PM EST. We are excited to announce ANOTHER excited Adam Kae event! Here are the hot topics: Part 1: Getting the Right Employees in the Right Seats. Part 2: Taxation Structure of Your Practice. Part 3: Monitoring Billing and Coding. Secure your slot HERE.

CFO 52

CFO Securities Financial Analysis Healthcare 52

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

PYMNTS

JANUARY 14, 2021

Nike is suing 589 websites, the owners of 676 social media accounts and more than 100 unidentified companies and individuals for allegedly selling counterfeit versions of its Nike and Converse shoes online. Nike wrote in a lawsuit filed in the U.S. District Court for the Southern District of Manhattan that its trademarks “are among the most widely recognized trademarks in the United States and around the world, as well as among the most popular with consumers.

Manufacturing 123

Manufacturing Advertising Sales Accounting 123

CFA Institute

JANUARY 13, 2021

PE results can neither be benchmarked reliably nor delivered consistently.

Benchmarking 52

Benchmarking Performance Measuring Economics Investments 52

Musings on Markets

JANUARY 12, 2021

As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year. Last week, was my data week, where I download and analyze data on all publicly traded companies, listed anywhere in the world, and I will post extensively on what the numbers look like after a most tumultuous year. I also start thinking about my passion, which is teaching, the spring semester to come, and the classes that I will be teaching, repeating a process that I have gone through ev

Valuation 52

Valuation Corporate Finance Finance Investments 52

PYMNTS

JANUARY 11, 2021

Roblox , which operates an online gaming platform that spans millions of users and millions of variations of games or related interactions, plans to go public on the New York Stock Exchange via a direct listing in February, according to an SEC filing the company submitted. Roblox previously had planned to go public the usual way, allowing Wall Street investment bankers to find buyers for early blocks of shares before opening a stock to investors in the broader market.

Education 115

Education Investments Planning Marketing 115

Future CFO

JANUARY 12, 2021

Business leaders today know that relationships are what fuel long-term growth and opportunities. While accounting and cash management are table stakes of the finance function, the CFO is expected to take on the mantra of relationship builder. This whitepaper digs deeper into three relationships that the CFO must cultivate and master – the executive leadership or C-suite, employees, and customers.

CFO 52

CFO Leadership Cash Management Finance 52

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

https://trustedcfosolutions.com/feed/

JANUARY 11, 2021

Year-end is one of the busiest times for your accounting team. For 2021, the IRS has changed the process for filing 1099’s by adding new forms and altering the filing requirements. These new requirements can make a busy time even more chaotic, so to make your life easier, here is a downloadable checklist and frequently asked questions with tips to help make sure that you are prepared for these changes.

CFO 52

CFO Accounting 52

CFA Institute

JANUARY 11, 2021

What happened to the negative correlation between the price of gold and the US dollar?

Risk Management 52

Risk Management Economics Investments 52

PYMNTS

JANUARY 11, 2021

Amazon and Walmart are among the big retailers trying out a new way of handling refunds, according to a report from The Wall Street Journal (WSJ). Customers can ask for a refund, but they might not have to return the item even if they're granted one. The idea, which uses artificial intelligence (AI), is supposed to cut down on work and costs for the companies, which have seen an unprecedented surge in activity because of the pandemic.

eCommerce 112

eCommerce Retail Sales Numbers 112

Future CFO

JANUARY 12, 2021

COVID-19 has taught us one thing – the future is unpredictable. The best companies and leaders have shown a willingness to adapt, and sometimes pivot, and to do so quickly. CFOs, have also seen an expansion of their remit. Digital CFOs are now also responsible for directing strategy and influencing an entire business’ direction in addition to leading the finance team.

Finance 52

Finance Leadership 52

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

Proformative

JANUARY 14, 2021

Can I purchase items into inventory and expense over time, when using a cash bas.

Accounting 40

Accounting 40

Musings on Markets

JANUARY 9, 2021

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms. I knew that this year would be more challenging than most other years, for two reasons.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

PYMNTS

JANUARY 12, 2021

Salesforce is rolling out a new product to let B2C and B2B companies easily add loyalty programs at a time when the company says online holiday retail sales grew 50 percent to top $1 trillion. "Organizations with high levels of customer loyalty outperform their competition, so it's critical that they provide their customers with valuable and memorable experiences to build trust," David Schmaier , CEO of Salesforce Industries, said Tuesday (Jan. 12) in unveiling the company’s new Loyalty Manageme

Sales 111

Sales B2C Prioritization Retail 111

Future CFO

JANUARY 12, 2021

Buying a business software is not as easy as going to an app store, paying for the fee, and downloading the app. As any CIO will attest there is a broad checklist of items that must be ticked to ensure that (a) the new application is secure, stable and will not compromise the enterprise, (b) the new application is able to integrate with the existing infrastructure, and the list goes on.

CFO 52

CFO Securities 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

PYMNTS

JANUARY 15, 2021

Target crushed online commerce and reported decent in-store sales volume for the holidays, while Urban Outfitters and Nordstrom had weak in-store traffic that even fairly positive online volume couldn’t surmount. In retail technology, Toshiba Global Commerce Solutions ’ new Elera system aims to supplant in-store IT systems with a new cloud-enabled technology.

Technology 110

Technology Retail Sales Numbers 110

PYMNTS

JANUARY 15, 2021

Surviving the worst year in aviation history is, itself, an accomplishment. According to Delta Airlines CEO Ed Bastian, while pre-COVID volumes and travel practices may never fully return, the road to recovery has begun. The final destination, however, will be different, especially for the big-ticket business class segment. “All indications are [that] corporate travel is ready to start coming back, and will come back pretty aggressively beginning the second half of this year,” Bastian told analy

SAP 108

SAP Invoicing Planning Numbers 108

PYMNTS

JANUARY 15, 2021

The Financial Crimes Enforcement Network (FinCEN) late Friday (Jan. 15) announced that it is assessing a $390 million penalty against Capital One for engaging in what it says are “both willful and negligent violations” of the Bank Secrecy Act (BSA). According to a statement from FinCEN , Capital One admitted to failing to implement and maintain an effective anti-money laundering (AML) program.

Banking 107

Banking Compliance Currencies Financial Systems 107

PYMNTS

JANUARY 12, 2021

These days, with the emergence of the cloud, open banking and application programming interfaces (APIs, the moniker “as-a-Service” applies to pretty much any business function that is now able to be outsourced to a third party. That includes Payments-as-a-Service (PaaS) in which providers help enterprises accept a range of transactions from their end customers — whether those end users (the ones actually paying and getting paid) are consumers or corporates.

B2B 104

B2B Compliance Currencies Technology 104

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

PYMNTS

JANUARY 9, 2021

America did not have a good week. U.S. employers shed jobs last month for the first time since April, with 140,000 positions cut, according to the Associated Press – mostly in restaurants, bars, hotels and entertainment venues. COVID-19 is on the rise. And the tumultuous transfer of power currently stumbling gracelessly toward the finish line briefly erupted into a riot that left Congresspeople hiding in their offices and the Capitol building full of smashed windows.

Entertainment 100

Entertainment Leverage Technology Retail 100

PYMNTS

JANUARY 11, 2021

Buy now, pay later (BNPL) platform Affirm boosted the price range of its initial public offering (IPO), potentially raising $1.08 billion, according to a Monday (Jan. 11) filing with the Securities and Exchange Commission (SEC). The Silicon Valley startup is planning to offer 24.6 million shares of its common stock through the IPO, with a price range of $41 to $44 per share.

Valuation 96

Valuation Startups eCommerce Planning 96

PYMNTS

JANUARY 11, 2021

A California man has sued Robinhood Financial and Robinhood Securities, claiming he lost thousands of dollars after his brokerage account with the firm was breeched, according to a complaint. Siddharth Mehta, who filed the lawsuit in Superior Court for the state of California, is seeking class-action status in his case against the provider of low-fee brokerage services.

Accounting 96

Accounting Securities Investments Banking 96

PYMNTS

JANUARY 12, 2021

The lending industry was hit hard during the pandemic’s early months, with many banks and traditional lenders rapidly adjusting their standards and rates to accommodate businesses’ and consumers’ shifting needs. Demand among businesses — especially smaller firms — skyrocketed as they attempted to blunt revenue challenges and keep their operations above water, but these companies faced numerous hiccups when securing financing.

Banking 95

Banking Finance Securities Retail 95

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