PYMNTS

JANUARY 26, 2021

Last week, the U.K. marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. Over the last three years, the open banking model has continued to proliferate in markets around the world — even in jurisdictions, like the U.S., where there is no open banking regulatory mandate.

Banking 142

Banking Reconciliations Financial Data B2B 142

Simply Treasury

JANUARY 26, 2021

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Future CFO

JANUARY 28, 2021

Chief financial officers are often seen as finance gatekeepers. Their job is to ensure the company has the right financial reserves, a strong balance sheet, and the in-depth forecasts that allow their CEOs to take the right steps forward. The pandemic changed this perspective. It shifted the finance role to the front and centre of organizations, with CFOs tasked to find the right steps forward in the absence of long-term forecasts.

Finance 52

Finance CFO Advertising Forecasting 52

Musings on Markets

JANUARY 29, 2021

I generally try to stay out of fights, especially when they become mud-wrestling contests, but the battle between the hedge funds and Reddit investors just too juicy to ignore. As you undoubtedly know, the last few days have been filled with news stories of how small investors, brought together on online forums, have not only pushed up the stock prices of the stocks that they have targeted (GameStop, AMC, BB etc.), but in the process, driven some of the hedge funds that have sold short on these

Profit and Loss 52

Profit and Loss Valuation Investments Sales 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

PYMNTS

JANUARY 25, 2021

In the world of business, where the quest for profits, sales growth and the next big thing is never ending, here’s something you don’t hear every day. “I will die of old age before we've even cracked a fraction of this demand.” . That’s the market summary Outdoorsy Co-founder and CEO Jeff Cavins gave to PYMNTS' Karen Webster on the status of his RV rental platform, which’s about to cross the billion-dollar bookings milestone in only its fifth year in business.

Sales 139

Sales Startups Marketing Accounting 139

Future CFO

JANUARY 25, 2021

Investing in transformation will likely continue to be a top priority for CFOs in 2021, for both top-line growth and operating efficiencies. This was the assessment of PwC flowing from its CFO Pulse survey in 2020. According to the survey CFOs are placing bets on data analytics, automation, cloud and customer transformation. How this will be executed in 2021 remains a question. “75% of CFOs play to allocate more resources to digital transformation in 2021.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning CFO 52

Musings on Markets

JANUARY 27, 2021

In my last post , I described the wild ride that the price of risk took in 2020, with equity risk premiums and default spreads initially sky rocketing, as the virus led to global economic shutdowns, and then just as abruptly dropping back to pre-crisis levels over the course of the year. As stock and bond markets went through these gyrations, it should come as no surprise that the same forces were playing out in other markets as well.

Currencies 52

Currencies Investments Marketing Treasury 52

PYMNTS

JANUARY 26, 2021

Visa has debuted a new global partnership with TransferWise after working together on the new Visa Cloud Connect program, allowing FinTechs a new way to securely connect with the cloud, according to an emailed press release Wednesday (Jan. 27). Visa Cloud Connect connects FinTechs and other partners to VisaNet , Visa’s global processing network.

Currencies 134

Currencies Securities Accounting Technology 134

Simply Treasury

JANUARY 26, 2021

Download the White Paper here

Cash Flow Forecasting 130

Cash Flow Forecasting Forecasting 130

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

PWC UK

JANUARY 26, 2021

by Christopher Raftopoulos Director, Treasury Advisory and Assurance. Email +44 (0)7753 928134. More articles by Christopher. LIBOR transition has been a hot topic for the corporate treasury community for at least the past year. Although uncertainty over new reference rates has meant the corporate uptake has been relatively limited. A number of recent announcements should remind the treasurer that LIBOR’s likely eventual end date is fast approaching and action is needed.  Firstly in Decemb

Treasury 52

Treasury Benchmarking Risk Management Forecasting 52

Capital CFO LLC

JANUARY 25, 2021

Leadership, high performance, and effective business strategies are needed more than ever as we move into the new opportunities of 2021. Last year was tough on us. It brought unprecedented […]. The post What Your Business Needs in 2021 appeared first on Capital CFO.

Leadership 52

Leadership CFO Budgeting 52

PYMNTS

JANUARY 25, 2021

The Reserve Bank of India (RBI) is exploring making a digital currency, a reversal of its prior position, according to a report from Cointelegraph. A booklet on payments released by the RBI Monday (Jan. 25), said the bank is “exploring the possibility as to whether there is a need for a digital version of fiat currency,” the report stated, adding that it would put one into use if necessary.

Banking 127

Banking Currencies Numbers Technology 127

Simply Treasury

JANUARY 26, 2021

Download the White Paper here

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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

https://trustedcfosolutions.com/feed/

JANUARY 24, 2021

As we leave 2020 and look ahead to 2021, the restaurants that assess their current situation, the ‘Now’, and look ahead to the goals they want to achieve, the ‘Where’, will be able to better plan, the ‘How’, to prosper in this new year. As you look through this assessment/checklist of key restaurant financials and business management activities below, mentally rank each one on a scale of 1 to 10 to establish where you are ‘Now’ and then establish ‘Where’ you want to be in 3, 6, or 12 months.

Budgeting 52

Budgeting Cost Management Accounting Sales 52

CFA Institute

JANUARY 25, 2021

The full promise of big data can only be realized when it is guided by thoughtful human expertise.

Economics 52

Economics 52

PYMNTS

JANUARY 24, 2021

Digital payments company Payoneer is in talks to go public via a business combination with special purpose acquisition company (SPAC) FTAC Olympus Acquisition Corp., Bloomberg reported. The blank-check company has started discussions to bring in new investment to help with a deal that could value the merged firm at over $2.5 billion, Bloomberg reported, citing an unnamed source.

Investments 125

Investments Retail Banking 125

Future CFO

JANUARY 28, 2021

The pandemic shock has increased the vulnerability of Asia's weaker credits though Asia’s China-led economic recovery is set to pull ahead of other regions, said Moody’s recently. Asian countries with stronger governance and better control over the pandemic will face fewer strains on growth prospects and a quicker reversal of negative fiscal metrics, said Deborah Tan, a Moody's Assistant Vice President and Analyst.

Economics 40

Economics Numbers Banking 40

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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

Planful

JANUARY 28, 2021

Financial close and consolidation on spreadsheets is always difficult. Add in a literal paper trail, international collaboration, and rigid reporting formats, and the manual efforts can sometimes begin to buckle under the pressure. . That was the monthly status quo for Temple University ’s Finance team. They labored to manage the reporting and consolidation process across tens of thousands of grants and programs, with added complexity given their foreign campus in Tokyo.

Currencies 40

Currencies Planning Finance 40

CFA Institute

JANUARY 25, 2021

Investors may need to pay more attention to tech than all other sectors combined.

Technology 54

Technology Performance Measuring Economics Investments 54

PYMNTS

JANUARY 28, 2021

By the numbers, convenience stores are America’s gas stations. They account for 63.7 percent of all gasoline sold in the country, and 80 percent of them combine the food staples they’re well known for with the pumps for the business they’ve come to dominate. But the simplicity ends there. For convenience store chains and independents, fuel is a razor-thin business.

Sales 124

Sales Communication Technology Securities 124

Future CFO

JANUARY 27, 2021

The IMF has raised its projections for global growth to 5.5% in 2021 from its previous estimate of 5.2% in October, as it expects to see low levels of COVID-19 across the globe by end-2022. “Multiple vaccine approvals and the launch of vaccination in some countries in December have raised hopes of an eventual end to the pandemic,” the IMF states in its World Economic Outlook report.

Forecasting 40

Forecasting Economics 40

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

Proformative

JANUARY 26, 2021

I have been going rounds with this and need some help to make sure that my books.

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CFA Institute

JANUARY 29, 2021

How useful is the Buffett Indicator really?

Valuation 52

Valuation Marketing Performance Measuring Economics 52

PYMNTS

JANUARY 25, 2021

Mastercard has applied new quantum-resistant technologies in order to develop a new kind of contactless payment, according to a press release emailed to PYMNTS. The new Enhanced Contactless (Ecos) specifications will come along with the demand for more efficient, safer products overall, the release stated. Contactless payments are “future-proofed” in that they will let consumers access the security and convenience for long into the future, according to the release.

Technology 124

Technology Securities Sales Numbers 124

Future CFO

JANUARY 26, 2021

Hong Kong-listed Lotus Horizon Holdings Limited announced recently the appointment of Yeung Kin as the CFO and company secretary. Having more than 12 years of experience in auditing and accounting, he joined the Group as a consultant in July 2020. Prior to joining Lotus Horizon, Yeung was the financial controller of Lake Chong Fa Catering Group Limited, a group operating restaurants serving Chinese cuisines in Macau.

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CFO Auditing Treasury Finance 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