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: 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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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.
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: 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.
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.
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: 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.
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
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.
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.
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
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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.
CFO Dive
DECEMBER 19, 2022
The U.S. economy will likely enter a mild recession during the first quarter after a slump in manufacturing and consumer spending, according to Fannie Mae economists.
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
CFO News
DECEMBER 19, 2022
SEBI has not proceeded to get the veracity of revenue models, and valuations checked even after post listing debacle in case of various issues, says the former President at ICAI.
Future CFO
DECEMBER 18, 2022
Growing economic volatility will continue to add uncertainty to an already challenging and unpredictable global business environment as we head into 2023. Business leaders will be expected to focus on strategic initiatives that will help them navigate through future headwinds and position their organisations for long-term growth and competitive success.
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
CFO Dive
DECEMBER 21, 2022
On the eve of a possible recession, companies are seeking out “wartime generals” who can better lead the advance across hazardous economic terrain.
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.
CFO News
DECEMBER 23, 2022
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.
Nerd's Eye View
DECEMBER 20, 2022
Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. What's unique about Emily, though, is how after struggling for years at a position where responsibilities and pressure kept building (and kept deterring her from being present i
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.
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