Sat.Jun 24, 2023 - Fri.Jun 30, 2023

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What Recession?

Barry Ritholtz

Rising rates, falling savings, increased deficits, dubious GDP : Ever since the yield curve inverted and warnings of “imminent recession” filled the air, the Philly Fed’s map of State Coincident Indexes has provided a good real-time snapshot of the state of the economy. Friday’s release might have snuck by, but its filled with upside surprises that are worth looking at.

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Wasabi CFO urges finance leaders, C-suite to embrace AI

CFO Dive

CFOs need to take a more risk-forward mindset when it comes to AI to ensure they are well-placed for the coming “data wave.

Finance 264
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Trending Sources

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CFOs: What Gen Z and millennial employees might want

Future CFO

What do Gen Z and millennial employees want? How can business leaders do a better job of retaining and attracting younger talent? According to the Deloitte Global 2023 Gen Z and Millennial Survey, Gen Z and millennial employees — though often portrayed as only caring about work-life balance — are values-driven, concerned about the environment, the state of the world, and the future they see developing ahead of them.

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ESG standard setter releases global reporting rules

CFO Dive

The global effort to harmonize rules for corporate sustainability reporting will now focus on rallying adoption of its voluntary standards in dozens of jurisdictions worldwide.

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The Growth Architect: How Financial Leaders are Unlocking Potential

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.

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ERP Software for Discrete Manufacturing: Key Features to Consider

Navigator SAP

Discrete manufacturing differs in nature from any other production technique, whereby continuous processes require very different approaches in terms of resource management, inventory control, and production scheduling.

More Trending

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The Benefits of Automating Forecasting Processes  

Centage

When it comes to automation, what’s particularly beneficial is the way technology can automate how financial data flows through models and forecasts, freeing financial teams from the manual labor of attempting to create forecasts via spreadsheets. More importantly, the automation means executive teams have real-time up-to-date information to make decisions, and not a static forecast that is months old.

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CFOs trim growth estimates amid credit squeeze: Fed

CFO Dive

The extent of credit tightening triggered by turmoil in the banking system in March is unclear, according to the Federal Reserve.

Banking 278
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How SAP is Future-Proofing Business ByDesign

Navigator SAP

SAP recently made a significant change in how it develops, organizes, and releases new features. This change is good news for businesses that use SAP Business ByDesign because the change future-proofs the ByDesign solution and ultimately will enable businesses to take advantage of new SAP functionality more quickly. It also paves the way for more complete automation and artificial intelligence within the platform.

SAP 204
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Nobody Knows Anything, 2023 First Half Edition

Barry Ritholtz

A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. Why? Because almost nobody saw this rally coming. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%.

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

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!

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Nasdaq’s $10 Billion RegTech Deal Shows Urgency, Cost Of Compliance

Global Finance

Global Finance Magazine - Corporates are wielding M&A to scoop up the tech they need in order to keep up with strict rules and regulations.

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AI linked to new crop of business email scams

CFO Dive

Businesses can no longer count on bad spelling and grammar to red-flag problem emails: Fraudsters are using AI to craft well-written email messages at scale.

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Resignation does not absolve auditor of his duty to report fraud: NFRA

CFO News

Auditors Diary: India’s audit watchdog on Monday issued a circular explaining the responsibilities of auditors in relation to reporting fraud in a company.

Auditing 111
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What Do You Believe? Why?

Barry Ritholtz

One of the most important aspects of becoming a good investor is creating a model of the world around you. To do this, you must have good decision-making skills, and the ability to make sense of incomplete and sometimes contradictory information. This is not easy. Indeed, it is often counterintuitive. What seems like an obvious market-moving data point or piece of news is very often already in the price.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization and are otherwise fully dedicated to fee-only principles with their clients going forward.

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‘Stalling’ economy will fall into recession in Q4: Fannie Mae

CFO Dive

The Fed will likely trigger a downturn as it sustains high interest rates to cool the labor market and curb inflation, Fannie Mae said.

Marketing 280
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SBI CFO Charanjit Surinder Singh Attra steps down

CFO News

Attra, was appointed to SBI as CFO on October 2020, had previously worked as a Partner at EY India and held a senior executive position at ICICI Securities. He was also a partner in SR Batliboi & Associates LLP and GM and chief Accountant in ICICI Bank.

CFO 105
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10 Weekend Reads

Barry Ritholtz

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand how corporations and the global economy generally function over the long haul.

Math 107
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Flip ‘Plan Presentation’ Into ‘Plan Engagement’ Meetings To Generate More Focus And Reflective Questions From Clients

Nerd's Eye View

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data. While this approach may have made sense in a time when the 'plan' itself was mostly limited to investment recommendations (which the advisor would be able to go on and implement themselves since they were managing the client's assets), fin

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Sustainability can boost bottom line: Brand Finance

CFO Dive

Companies that fail to live up to consumers’ perceptions of their ESG performance put hundreds of millions in value at risk, according to Brand Finance.

Finance 276
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The Rise of the Credit Economy

CFO News

How many calls do you receive on a daily basis for availing credit cards? Or how many credit cards do you have? Well, looking at the data points, I am confident that we are moving towards a credit economy. Metro stations and shopping malls to airports and supermarkets are buzzing with sales booths offering credit cards. According to the recent RBI data, currently, there are 8.6 crore credit cards in the country.

Sales 105
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S&P 500 Companies: A Visual Breakdown

Barry Ritholtz

All of the companies in the S&P 500 are worth $7.1 trillion in assets, accounting for close to 80% of available market capitalization on U.S. stock exchanges. Visual Capital notes: “Over the last decade, big tech names have dominated the index. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Learning Experiences Advisor Firm Owners Wished They Knew Before Merging Or Selling

Nerd's Eye View

One of the biggest challenges for small, independent RIA firms is that they are self-reliant with respect to designing, choosing, and implementing the systems, technology, and processes that they use. Some firm owners relish the responsibilities of building and maintaining a firm from the ground up, but others – who may be happier with simply advising and building relationships with clients – might find it more appealing to merge with or sell to a larger firm that has the resources t

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SEC puts SolarWinds CFO on notice in cyberattack probe

CFO Dive

The news underscores the growing legal exposure that CFOs have as they are increasingly expected to take on broader remits of responsibilities — including technology.

CFO 275
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Managed workspace startup Table Space appoints ex-Sula executive Bittu Varghese as new CFO

CFO News

Varghese is expected to shore up governance and drive expansion at Table Space.

Startups 104
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210: Nicole Hibbert: The CFO that got back on the horse

CFO Talks

The CFO that got back on the horse Nicole Hibbert has experienced a fair amount of early career setbacks, yet rose up the corporate ladder to become Head of Finance at SynergyERP. Nicole shared her journey of resilience with the CFOClub Podcast. Written by: Leigh Schaller Career paths are often compared to ladders, it would perhaps be more accurate to compare them to a game of snakes and ladders.

CFO 98
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Back to Basics with Reconciliations

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.