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 261
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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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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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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 273
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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 238
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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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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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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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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What Your Financial Statements Are Telling You—And How to Listen!

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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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 275
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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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Forecasting Failures Are Costly: Heres How To Fix Them

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.

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From overwhelmed to productive: 5 Ways to reclaim your time

CFO Talks

By Jeff Ryan , MD for AWCape, a Platinum Sage business partner for HR, payroll and financial solutions Have you said this phrase: “I wish I had more hours in the day” today? Let’s face it: the world of work is fast and it doesn’t stop. And finding extra hours in the day can feel like an impossible task. However, by implementing strategic approaches and making smart choices, you can reclaim precious time and increase productivity.

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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 271
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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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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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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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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 270
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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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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.