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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.
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.
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.
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
Even though I am not a CFO, I recognize that there are ways that I have been impactful to my clients. After all, although the matters that I deal with are not strategic, I am in a good position to be advising not only my client, but the staff I work with, on some practical interventions that help assure that the numbers that everyone is depending on are accurate.
Even though I am not a CFO, I recognize that there are ways that I have been impactful to my clients. After all, although the matters that I deal with are not strategic, I am in a good position to be advising not only my client, but the staff I work with, on some practical interventions that help assure that the numbers that everyone is depending on are accurate.
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 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 […].
In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.
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
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.
Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.
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.
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.
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
Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.
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.
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
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.
Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
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.
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
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.
The Central Bureau of Investigation (CBI) on Friday arrested former ICICI Bank CEO Chanda Kochhar and her husband Deepak Kochhar in a connection with a loan fraud case. They have been arrested in the agency’s ongoing probe connected to the loans sanctioned to Videocon when Kochhar was at the helm of the private bank.
Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.
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