The Finance Weekly
DECEMBER 22, 2022
First things first: despite any misguided "Excel is dead" stories you may encounter in the upcoming weeks, Excel won't disappear in 2023. The humble spreadsheet remains an essential, if not critical, component of many financial operations. Therefore, while we won't pay attention to what is or isn't happening to Excel (or Google Sheets), we can predict some CFO tech trends in 2023.
CFO Dive
DECEMBER 19, 2022
Chief financial officers who promote forward-thinking ideas will be more likely to achieve their goals.
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Centage
DECEMBER 21, 2022
The Value of Stress Testing Your Financial Plan. As we approach the end of the fiscal year and begin a new one, business leaders have an overriding concern: How accurate are the assumptions we made when we created our plan? This is especially concerning as we look ahead to another challenging year of economic uncertainty. All plans, to a certain extent, are based on assumptions.
CFO News Room
DECEMBER 21, 2022
Executive Summary. Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.
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.
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CFA Institute
DECEMBER 21, 2022
Investors can protect themselves from the next bubble by recognizing the trajectory that most follow.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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CFO Dive
DECEMBER 21, 2022
CFOs are pessimistic about the economic outlook but predict slightly higher growth next year than Federal Reserve estimates.
Nerd's Eye View
DECEMBER 21, 2022
Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.
The SaaS CFO
DECEMBER 20, 2022
The health of your recurring revenue in SaaS is paramount. Healthy revenue drives predictable cash flow and higher valuations. Typically, you measure Gross Dollar Retention and Net Dollar Retention to assess the stickiness of your revenue. However, there is another metric that compliments retention. It’s called the renewal rate. You need to understand more than […].
CFA Institute
DECEMBER 19, 2022
How can we identify and measure a portfolio's benchmark misfit risk?
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.
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CFO Dive
DECEMBER 20, 2022
Investors sizing up prospects in the sluggish IPO market in 2023 will favor companies with “resilient” business models, EY said.
CFO News Room
DECEMBER 23, 2022
Since the financial crisis of 2008 and the Great Recession, investors and executives have grown accustomed to a world of low interest rates and low inflation. No longer. In 2021, inflation began rising sharply in many parts of the world, and in 2022 the U.S. saw its worst inflation in decades. In October 2022, the International Monetary Fund warned that inflation — combined with central banks’ interest rate hikes designed to fight it — could threaten the entire global economy, a good reason to u
Barry Ritholtz
DECEMBER 17, 2022
This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management. We discuss how he first found his way into Emerging Markets Debt back in the 1980s, working in a small EM boutique.
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.
CFO Dive
DECEMBER 21, 2022
As economic uncertainty persists, organizations can look to Gen-Z as a vehicle toward the change they need.
CFO News
DECEMBER 23, 2022
They are also seeking a Centralised Authority to address the issues arising from contradictory orders passed by the Authority for Advance Rulings in different states.
CFO News Room
DECEMBER 23, 2022
Once upon a time, I found out my wife had braces when she was really young. Since she has such a beautiful smile, that made a ton of sense. However, this whole situation made me wonder how much braces might cost if all four of our kids wound up needing orthodontic care. When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans.
Barry Ritholtz
DECEMBER 17, 2022
The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Atlantic ). • Bored Ape Yacht Club Conquered NFTs. Can It Master the Metaverse Next? Two founders of the Bored Ape Yacht Club talk to CNET about how BAYC became the poster child for NFTs — and what comes next. ( CNET ). • History is i
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
CFO Dive
DECEMBER 19, 2022
So long as the U.S. economy averts a deep recession, KPMG’s Greg Engel says financial executives can likely expect a steadier tax climate and no major new tax laws to 2023.
Tips Watch
DECEMBER 22, 2022
By David Enna, Tipswatch.com The Treasury’s offering today of $19 billion in a reopening of a 5-year Treasury Inflation-Protected Security generated a real yield to maturity of 1.504%, a good result for investors.
CFO News Room
DECEMBER 23, 2022
Executive Summary. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impac
CFA Institute
DECEMBER 22, 2022
Passive ESG investing has become increasingly active. It’s time for a rethink.
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CFO Dive
DECEMBER 19, 2022
In 75% of organizations, the finance team has taken on ESG risks and issues. CFOs should take a prominent role in tracking, reporting and improving performance against their company’s ESG goals.
CFO News
DECEMBER 20, 2022
Buybacks through the stock exchange route will be phased out gradually while the minimum utilisation of buyback through bourses has been raised to 75% from 50% now.
CFO News Room
DECEMBER 23, 2022
The final December results from the University of Michigan Surveys of Consumers show overall consumer sentiment improved for the month but remains near historically low levels (see first chart). The composite consumer sentiment index increased to 59.7 in December, up from 56.8 in November. The index hit a record low of 50.0 in June and is down from 101.0 in February 2020 at the onset of the lockdown recession.
Musings on Markets
DECEMBER 21, 2022
If, as you read this post, it feels like you have read it or a close variant before, it is because you have. Each year, ahead of teaching my classes at NYU's Stern School of Business in the spring, I invite readers to accompany me on my journey, and this year is no different. Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.
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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