Making family offices your go-to source of capital
CFO Dive
FEBRUARY 17, 2022
The money is often long term and can come with sector expertise, specialists say.
CFO Dive
FEBRUARY 17, 2022
The money is often long term and can come with sector expertise, specialists say.
CFA Institute
FEBRUARY 16, 2022
Will quantum computers break the blockchain?
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Private Funds CFO
FEBRUARY 18, 2022
Investec’s Hansford heads to MassMutual; NAV-crazed in Miami Beach; FFA recognizes industry figures.
Navigator SAP
FEBRUARY 17, 2022
How do you keep employees engaged and business thriving in an economic landscape marred by the ongoing effects of the COVID-19 pandemic on society at large? Enterprise resource planning (ERP) systems are one way to keep up with ever-changing variables and to derive the insights that are critical to keep growing your business in uncertain times. The ERP functional areas of management are extensive, as they aid almost every part of a business.
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.
CFO Dive
FEBRUARY 18, 2022
Finance leaders are wrestling with shortages and delays while demand-side pressure from customers can mean costly inventory build-up.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Private Funds CFO
FEBRUARY 17, 2022
Hot topics and goings on at the FFA conference in Miami Beach; StepStone announces new class of partners, managing directors.
Navigator SAP
FEBRUARY 15, 2022
“An investment in knowledge pays the best interest,” said Benjamin Franklin. Enterprise resource planning systems (ERP), such as Navigator’s SAP ByDesign solution, are specifically designed to pay dividends with the kind of knowledge you need to make business-critical decisions.
CFO Dive
FEBRUARY 16, 2022
Women tend to give shorter, less upbeat and clearer presentations and to include more numbers and fewer euphemisms in earnings calls, according to Kate Suslava of Bucknell University.
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FEBRUARY 18, 2022
Family offices are growing in popularity. It used to be the domain of a relatively small number of wealthy families. As families continue to increase their wealth, family offices continue to grow and need to be able to organize and centralize the family’s business and personal financial affairs. The management of a Family office can be complex as it generally involves the oversight of a broad range of service providers and entities in the pursuit of managing the family’s wealth.
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.
Private Funds CFO
FEBRUARY 16, 2022
Day one of the Global Fund Finance Symposium; Kline Hill promotes Danielle Buccola to CFO.
Navigator SAP
FEBRUARY 13, 2022
If you’re a small manufacturer looking to go big, how do you get from A to Z with minimal growing pains? You’re going to need increased capacity, a bigger staff headcount, and scaled-up manufacturing abilities—each a challenge on its own. With this combined complexity, you need to manage operations and processes smoothly and be able to adapt quickly before chaos arises.
CFO Dive
FEBRUARY 17, 2022
Companies facing a surge in cybercrime can take several steps to limit the risk — and cost — of a ransomware attack.
Musings on Markets
FEBRUARY 12, 2022
It has been a rocky year so far, in 2022, with worries about inflation competing with hopes about recovery for the market's attention. In the midst of all the action, to no one's surprise, have been six stocks (Facebook, Amazon, Netflix, Google, Apple and Microsoft or FANGAM) that have largely driven US equities for the last decade, roiling the market with their most recent earnings reports.
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.
Private Funds CFO
FEBRUARY 14, 2022
'A lot of smaller and mid-market funds have no idea what’s about to happen – and even when it happens, they still may not have any idea,' expert worries.
CFA Institute
FEBRUARY 14, 2022
What does the Saudi Arabian National Debt Management Center's debt strategy look like?
CFO Dive
FEBRUARY 16, 2022
CFOs have never had access to more data about their organization’s operations and outputs, but they can’t leverage this resource with legacy systems and manual processes.
The Charity CFO
FEBRUARY 17, 2022
Why does your nonprofit need an operating reserve? . A report released last year by Candid and the Center for Disaster Philanthropy estimated the worst-case scenario would lead to the closure of 38% of nonprofits in the United States. Hopefully, we’ll fall far short of that number. . But there’s little doubt that nonprofits with reserve funds in place were more likely to survive when their offices closed suddenly and funding disappeared almost overnight in 2020.
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
Private Funds CFO
FEBRUARY 17, 2022
The well-known face in fund finance is aiming to start the insurer’s origination business.
Embark With Us
FEBRUARY 17, 2022
When a transaction is on the horizon, you have to be on your A-game. No matter if it's a merger, acquisition, or straightforward investment, it's time to put your best foot forward, shine your company's metaphorical shoes, and give that external party an accurate but compelling reason to proceed with the transaction.
CFO Dive
FEBRUARY 18, 2022
Some SPACs with conflicting interests harm investors by bringing weak companies to the IPO market, the CFA Institute said.
Collectiv
FEBRUARY 15, 2022
When enterprises embrace a genuine data-driven culture, it doesn’t just transform efficiency and revenue. It also transforms the employee experience and the overall impact employees can make within the business. Even when the benefits of a data-driven enterprise are clear, it’s common for teams to resist change. This causes enterprise leaders to put off digital transformation, concerned they won’t realize a high ROI due to slow adoption.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Private Funds CFO
FEBRUARY 16, 2022
The private markets investment firm named 17 new managing directors and partners.
Embark With Us
FEBRUARY 15, 2022
Think about the moment you first peered over the rim of the Grand Canyon. Or walked through a grove of towering Sequoias. Or maybe just anything that took your breath away when you initially experienced it. Pretty memorable, right? Did you ever think you'd feel a similar sensation to a tool that will redefine how your finance organization operates?
CFO Dive
FEBRUARY 14, 2022
After a record year for whistleblower awards, SEC Chair Gary Gensler wants to increase the enticements for those who disclose financial misconduct.
CFA Institute
FEBRUARY 17, 2022
This detailed stock market study attempts to extend Robert Shiller’s development of narrative economics.
Speaker: Anna Tiomina, MBA
AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?
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