Sat.Feb 19, 2022 - Fri.Feb 25, 2022

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SEC to take hard stand against corporate 'greenwashing'

CFO Dive

The SEC soon plans to propose rules for sustainability disclosure that will feature detailed guidelines for reporting on greenhouse gas emissions, according to SEC Commissioner Allison Herren Lee.

Planning 354
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Retirement Income: Six Strategies

CFA Institute

How can we mitigate sequence of returns risk (SoRR)?

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Trending Sources

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Riverstone alumni launch one-stop shop for overworked PE back offices

Private Funds CFO

Petra Funds arrives as the weight of back-office burdens is set to grow. Regulators are starting to roll out proposals aimed at making private markets more transparent and leveling the playing field.

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Pros & Cons of Enterprise-wide Application to Cloud

Navigator SAP

Do more with less. Out-innovate the competition. Reinvent your business. Keep expanding partnerships and building new channels of business, because today’s suppliers may not be around tomorrow.

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The Growth Architect: How Financial Leaders are Unlocking Potential

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.

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Toast CFO leans into tactical investments for market share

CFO Dive

“As CFO it’s my role to make sure I take the strategy and paint the picture with numbers,” Elena Gomez said.

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More Trending

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PF reforms presage accreditation battle

Private Funds CFO

Expert sees regulatory jujitsu in Chairman's moves.

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Benefits of Cloud ERP Systems

Navigator SAP

Inflation and cost pressures are rising, and it shows no sign of abating. it’s getting harder every year to stay lean and competitive. Among the benefits of cloud ERP systems is greater ability to meet these changes and stay flexible and agile enough to keep growing amid changing conditions.

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Navigating the CFO-CEO, and CFO-board minefield

CFO Dive

Finance leaders can operate most effectively if they have an independent relationship with directors, but managing that relationship without violating the chain of command is different in every organization.

CFO 264
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Set Up a Nonprofit Chart of Accounts (Free Template)

The Charity CFO

If you’re brand new to nonprofit accounting, the Chart of Accounts might be the best place to start. Because even if you only have one bank account, bill, investment, or expense, you’ll need one. What is a Chart of Accounts? It’s a list of the accounts you use in your organization to track your financial transactions. Specifically, it tracks your assets, liabilities, income, expense, and equity. .

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

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!

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Key data and privacy risks firms face after an acquisition

Private Funds CFO

Data risk: are you acquiring an asset or a liability?

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5 steps to develop a business partner mindset

Jedox Finance

If you want to become a successful business partner that shifts the finance department from a cost center to a profit driver, you need to change your mindset and self-image. Learn from Anders Liu-Lindberg what it takes for successful change. What is business partnering? What is a business partner? Known from IT and human resource planning, the term business partner is also increasingly significant for the new role of controllers.

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When did CFOs become the guardians of organizations?

CFO Dive

The future where CFOs will be value architects and builders in the digital world, rather than ledger-keepers, is not hard to imagine anymore.

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Critical lessons in finance leadership in 2022

Future CFO

Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Alexander Bant , chief of research for CFOs at Gartner predicts that 2022 will be a make-or-break year for CFOs when it comes to unlocking the value of AI, hyperautomation, digital skills, continuous processes, and data management. Of course, technology has a role to play in the evolution of the CFO role and the development of the finance function.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Proskauer beefs up reg practice in New York

Private Funds CFO

The firm has taken on a partner from Kirkland & Ellis to expand its regulatory capabilities.

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Jedox 2022.1 accelerates Model development and collaboration

Jedox Finance

The Jedox enterprise performance management (EPM) platform 2022.1 release supports your organization’s financial transformation. It reduces the effort and resources used by your planning process whether you are launching new solutions, developing increasingly comprehensive models, or sharing information across business units. The release enhances visibility and context within models and reports and introduces no-code options to make sharing relevant views of workbooks across the organization sim

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Fast-tracked private letter rulings offer corporations respite from IRS delays

CFO Dive

While the promise of a speedier program is a bright spot during a time of IRS backlogs, the PLR process is not an avenue that financial executives can use to make an end-run around unrelated delays, said Buck Buchanan, managing director in Grant Thornton’s national tax office.

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Employee Spotlight: Meet Dana Tong

FISPAN

For our February Employee Spotlight feature, we’re introducing FISPAN’s Corporate Controller, Dana Tong. Dana joined FISPAN at the height of the pandemic in 2020, having previously worked in the accounting field for several years with local businesses in Vancouver. Since then, Dana has successfully built FISPAN’s accounting and finance departments from the ground up.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Family offices exploring NAV loans as secondaries alternative

Private Funds CFO

This largely institutional market has seen a spike in enquiries from family offices and high-net-worth individuals, according to speakers at the Fund Finance Association Symposium.

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Building Out Your Oil & Gas Accounting Function

Embark With Us

Finance and accounting are meticulous endeavors. Or at least they should be. They also happen to carry some pretty hefty weight on their broad shoulders – i.e. the viability of your entire organization – so precision and attention to detail are essential.

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Revenue recognition still gets companies in most SEC trouble

CFO Dive

In another finding, the Securities and Exchange Commission’s data-mining EPS initiative makes only one catch last year, a Cornerstone Research analysis shows.

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The 2Cs of FP&A leadership in 2022

Future CFO

“Life challenges us, so that we become enlightened. And by recognizing our true intrinsic nature — our transcendent potential — life becomes clarified in a manner that allows us to be an agent of change, not only for ourselves, but for many.” ? Ray Byfield , This Business of Life and Business. For some calling 2020-2021 as challenging times may be an understatement.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Coverage Highlights

Private Funds CFO

Top recent stories from Private Funds CFO.

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From CFO to CEO: Find Your Best Path Forward

Embark With Us

It's such a different world than just a decade ago. With so many social, economic, political currents swirling around furiously in the same vast pot – not to mention a global pandemic – the 2020s make the 2010s seem like a quaint 50s sitcom. And all the while, CFOs and CEOs have had to learn on their feet , just in significantly different ways.

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Boards face more challenging 2022 proxy season on ESG

CFO Dive

Company leadership should enter the proxy season ready to handle numerous shareholder proposals on sustainability and such political activities as lobbying and campaign contributions, the Conference Board said.

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Automation drives finance optimisation

Future CFO

Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Deloitte’s updated Finance 2025: Digital transformation in finance lists eight predictions revolving around digital technologies. Four of the predictions have automation at the heart of the prediction: The finance factory: Transactions will be touchless as automation and blockchain reach deeper into finance operations.

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Back to Basics with Reconciliations

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.