Future CFO

JANUARY 8, 2024

The COVID-19 pandemic has accelerated the adoption of various technological advancements to keep up with the evolving market and the shifts. Among such shifts is cloud services, with organisations depending on the cloud to support remote work and digital transformation initiatives. The rapid adoption of this technological advancement led to unexpected challenges in managing cloud costs, a concern finance leaders must handle properly for the organisation.

Finance 52

Finance Cost Management Budgeting Leverage 52

CFO Dive

JANUARY 9, 2024

Financial executives in the new year must protect profits by adapting to trends ranging from falling price pressures and borrowing costs to federal disclosures on carbon emissions.

CFO 306

CFO 306

CFO News

JANUARY 8, 2024

Anjali Bhadbhade, Chief Financial Officer at DHL Express India, delves into the pivotal role CFOs play in mitigating global supply chain disruptions amid geopolitical conflicts, emphasizing proactive strategies for resilience and continuity.

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91

Navigator SAP

JANUARY 12, 2024

Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.

Financial Planning and Analysis (FP&A) 229

Financial Planning and Analysis (FP&A) Planning Finance 229

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.

CFO

Navigator SAP

JANUARY 11, 2024

Imagine this: the year is 2027. CBD is a household staple, lining grocery shelves and doctor's offices alike. Your once-bustling CBD (Cannabis) manufacturing facility now feels cramped, your inventory spreadsheet a tangled mess, and your production cycles resemble a game of Tetris gone haywire. Sound familiar? If you're a CBD manufacturer, this isn't an outlandish scenario.

Manufacturing 130

Manufacturing 130

CFO Dive

JANUARY 9, 2024

Finance chiefs are eying digital technologies and new potential deals as they marshal their plans for the new year, Deloitte said.

Finance 317

Finance Planning Technology 317

Future CFO

JANUARY 7, 2024

Agile planning makes room for development and progress from limited insight and hindsight to a good scenario planning among finance leaders. As organisations deal with various possibilities and try to determine which one has the potential to disrupt and damage the business, the constraint in time can be detrimental in the business over all. If finance leaders will learn to rely on unified, cloud-based planning systems that can iterate multiple what-if scenarios to identify the most likely outcom

Finance 52

Finance Planning Reconciliations Budgeting 52

CFO Dive

JANUARY 9, 2024

CFO Dive has compiled a list of events for finance leaders surrounding tech issues such as digital transformation, AI and cybersecurity.

CFO 289

CFO Finance 289

CFO News

JANUARY 10, 2024

Global business leaders hailed Prime Minister Narendra Modi's vision of a developed India as they unveiled their investment plans for the country at the 10th edition of Vibrant Gujarat Global Summit 2024 which was inaugurated by the PM on Wednesday.

Investments 145

Investments Planning 145

Advertiser: Paycor

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!

Barry Ritholtz

JANUARY 8, 2024

What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random. Instead, I prefer to consider market history and recent data, and ask “What are the possible and probable outcomes for this year?” I find it very useful as an investor to be able to see both sides of the bull-bear debate.

Forecasting 132

Forecasting Concentration Marketing Construction 132

Musings on Markets

JANUARY 11, 2024

Continuing an annual ritual of long standing, ahead of starting my spring teaching at NYU starting in a couple of weeks, I would like to invite you, if you are interested, to come along for the ride. I know! I know! Most of you are not enrolled at NYU, paying nosebleed prices, and that is prerequisite to be in the classroom, but thanks to technology and a loose reading of the rules that constrain me, you can get a close approximation of the classroom experience, wherever you are in the world, wi

Corporate Finance 131

Corporate Finance Valuation Finance Investments 131

CFO Dive

JANUARY 12, 2024

Although improving some taxpayer services, the IRS has overstated its progress by claiming to answer 85% of calls, the national taxpayer advocate said.

Budgeting 290

Budgeting 290

CFO News

JANUARY 7, 2024

The Finance Ministry uncovered 29,273 bogus firms evading Rs 44,015 crore in suspected ITC, with Rs 4,646 crore saved. In the Dec quarter, 4,153 fake firms were detected, leading to 121 arrests. Maharashtra, Delhi, and Haryana topped the list. Various measures, including biometric authentication, were implemented for GST registration.

Finance 111

Finance 111

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

Investments

Barry Ritholtz

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Valuation 119

Valuation Investments Startups Finance 119

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without many of the security issues or price tracking challenges of other methods (though the new products will still be subject to Bitcoin's notorious price

Practice Management 98

Practice Management Budgeting Communication Securities 98

CFO Dive

JANUARY 8, 2024

United’s bid to establish a new flight simulator building in Denver follows a $33 million purchase of property in the city which sparked rumors of a potential shift in the airline’s base of operations.

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290

CFO News

JANUARY 11, 2024

On one side, the economists want the government to manage fiscal consolidation and spend wisely, India Inc have their own checklist. As the budget announcement approaches on February 1, 2024, expectations are high for potential changes in taxation policies.

Budgeting 105

Budgeting 105

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.

Accounting

Barry Ritholtz

JANUARY 10, 2024

At The Money: David Dunning professor of psychology at the University of Michigan ( Go Blue! ) (January 10, 2024) Investor incompetence might play a larger role in poor performance than you think. That’s thanks to a phenomenon called the Dunning-Kruger Effect. Full transcript below. ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan.

Economics 116

Economics Finance Investments Marketing 116

Nerd's Eye View

JANUARY 10, 2024

In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a comprehensive financial plan. Asking direct queries may elicit vague responses like "I want to be on track for retirement", which tends to lack the detail needed to plan effectively and spark the client's motivation to actually accomplish those goals.

Planning 98

Planning Communication 98

CFO Dive

JANUARY 11, 2024

The consumer price index last month rose more than anticipated, with gains in the cost of services staying stubbornly high.

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287

CFO News

JANUARY 9, 2024

PwC India's survey reveals a notable gap in tax transparency practices among businesses, despite growing awareness. With 93 per cent of corporate respondents valuing tax incentives for ESG, the report emphasizes the critical need for integration.

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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.

Accounting

Tips Watch

JANUARY 11, 2024

By David Enna, Tipswatch.com One hour after I was reading an Associated Press report on inflation steadily easing in future months, the Bureau of Labor Statistics sent out a December surprise: Seasonally-adjusted inflation rose rose 0.

Investments 90

Investments 90

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kimberly Enders. Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households. What's unique about Kimberly, though, is that after building a practice jointly with her husband, in 2015, she had to reinvent herself after a divorce lef

Planning 98

Planning Numbers Technology Marketing 98

CFO Dive

JANUARY 12, 2024

U.S. bankruptcies rose 18% year-over-year in 2023. CFOs will likely need to navigate deepening distress again this year, experts say.

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279

CFO News

JANUARY 7, 2024

Ashish Goyal, Co-founder & CFO of Fibe, explores the critical decision fund managers face between duration and credit risk in financial management. Balancing these risks is essential for optimal outcomes in diverse economic landscapes.

Credit Risk 105

Credit Risk Retail CFO Economics 105

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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.

Reconciliations