Future CFO

NOVEMBER 8, 2023

Finding the best people to help out your organisation is a crucial task for leaders , as the choices made can make or break the company's future. For companies starting out in the business, some resort to hiring fractional chief financial officers to share their expertise in finance, strategic planning, and other CFO-related activities. Mackey McNeill, founder at business consulting and services firm Mackey , listed out six things to look out for in searching for a good fractional CFO. 1.

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CFO Strategic Planning Forecasting Planning 52

The Finance Weekly

NOVEMBER 7, 2023

How to Navigate FP&A Challenges for Enhanced Financial Effectiveness? Modern businesses are struggling with challenges related to their Financial Planning and Analysis (FP&A) teams. These teams need the right data, processes, and tools to plan and analyze effectively. However, the fast-changing business world makes it hard for them to keep up.

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Financial Planning and Analysis (FP&A) Strategic Planning Concentration Data Analysis 59

CFO News

NOVEMBER 8, 2023

CFO Jobs: The shortage of CFO talent comes in the wake of a dearth of accountants across the globe including the Indian economy.

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CFO Accounting 122

CFO Dive

NOVEMBER 6, 2023

Learn how CFOs can establish controls and cross-departmental partnerships for stronger data governance.

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Finance 274

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

CFO Dive

NOVEMBER 7, 2023

CFOs need to be honest about their own strengths and look for talent that can help them fill the gaps, Baker Tilly’s Jennifer Finger said.

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Finance 272

Spreadym

NOVEMBER 8, 2023

Collaborative budgeting is an approach to financial planning and management that involves the active participation of multiple individuals or teams within an organization. It goes beyond the traditional top-down budgeting process, where senior management sets financial targets and allocates resources. In a collaborative budgeting process, various stakeholders across different departments or levels of an organization work together to create, review, and adjust the budget.

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Budgeting Communication Strategic Planning Analyzing Data 59

Future CFO

NOVEMBER 9, 2023

Technological advances continues to evolve across all sectors and artificial intelligence is among these advancements. With this, financial leaders, particularly in the financial services industry, look for ways to harness the technology to be able to offer the best possible products and services to their clients. The quality of an AI solution depends on the data that feeds into it, said Peter Ekler , head of future technology at IT services and consulting firm Zenitech.

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Banking Technology Accounting Marketing 52

The Reformed Broker

NOVEMBER 8, 2023

On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!

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Marketing 64

CFO Dive

NOVEMBER 9, 2023

GenAI isn’t likely to replace accountants any time soon — but firms like Deloitte are already integrating it into their accounting and audit practices.

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Auditing Accounting 300

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.

Accounting

Navigator SAP

NOVEMBER 10, 2023

Public safety is critically important when it comes to cell or gene therapy solutions. That’s why the FDA mandates clinical trials for all cell and gene therapy innovations before they can go to market. For life sciences businesses focused on cell or gene therapy, these clinical trials are business-defining. They also can be complex to manage properly.

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Leverage Planning Marketing 203

Barry Ritholtz

NOVEMBER 6, 2023

Source: Chartr We talked about this 2 weeks ago , but the nation missed a fantastic opportunity to refinance all of the outstanding US debt at much lower levels. Every corporate debt issuer and homeowner in America refinanced at lower rates — except for Uncle Sam. If you were in Congress from 2015-2021, you are the reason why HALF of the projected federal debt will soon be interest payments.

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Budgeting 127

CFO News

NOVEMBER 6, 2023

Ajay Bhushan Pandey hopes auditors speaking up will eventually over a period of time result in an overall improvement in audit quality and more trust in financial reports of the public interest entities.

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Auditing Financial Reporting 116

CFO Dive

NOVEMBER 6, 2023

The entertainment firm may be looking to lean on Hugh Johnston’s financial chops as it fends off challenges from activist investors and looks to bolster drooping streaming results.

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Entertainment Finance CFO 291

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

NOVEMBER 9, 2023

Part B costs, deductibles and IRMAA surcharges will increase about 6% next year. By David Enna, Tipswatch.com Less than a month ago, U.S. retirees collecting Social Security learned their benefits will be increasing 3.2% beginning in January.

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Securities 99

Barry Ritholtz

NOVEMBER 4, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. ( Wall Street Journal ) • How to Turn Your Electric Car Into a Mobile Power Plant : “Bidirectional charging” promises to transform EVs into backup power sources and help utilities hedge against cli

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Manufacturing Startups Numbers Marketing 119

CFO News

NOVEMBER 8, 2023

Dabur has 17 brands that are above Rs 100 crore but less than Rs 500 crore in size, said Malhotra while addressing the investor meeting last week. Earlier this year, Dabur completed the acquisition of 51 per cent stake in Badshah Masala to enter the branded spices and seasoning market. Now, Dabur is expanding Badshah to international markets targeting the international diaspora.

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Marketing 111

CFO Dive

NOVEMBER 7, 2023

Some investors seek broader company disclosures with the aim of promoting social change rather than clarifying stock valuations, SEC Commissioner Mark Uyeda said.

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Valuation 304

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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

Nerd's Eye View

NOVEMBER 7, 2023

Welcome back to the 358th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Veronica Karas. Veronica is a Senior Financial Advisor at CAPTRUST and works from the RIA's Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households. What's unique about Veronica, though, is the unique 3-question approach she uses to generate referrals not only from clients, but also from centers of influence as well, and ev

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Planning Leverage 96

Tips Watch

NOVEMBER 5, 2023

I Bonds remain attractive, but when and why? By David Enna, Tipswatch.com The I Bond’s new fixed rate of 1.3% — the highest in 16+ years — and the resulting composite rate of 5.

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CFO News

NOVEMBER 7, 2023

All cheque payments are "more an exception" as citizens surveyed revealed that only select builders selling flats and villas in large developments demand all cheque payments for the transaction. " the norm in property transactions is use of cash and all cheque payments are more an exception," it said.

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CFO Dive

NOVEMBER 8, 2023

The disclosures came as the social networking app provider reported a third quarter net loss of $38 million, compared with $35 million in the year-ago period.

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Planning CFO 291

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

Sales

Nerd's Eye View

NOVEMBER 8, 2023

Retirement is often framed as one's "golden years", a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. Nevertheless, some retirees can find it emotionally challenging to bring themselves to go beyond the basics in retirement spending (e.g., because they have a hard time switching from 'savings' mode to 'spending' mode) and can be hesi

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Prioritization Entertainment Planning Finance 92

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. EBITDA is not a complete indication of financial performance for a business. A quality of earnings report assesses other factors that impact the ongoing viability of company earnings. Buyers use them to validate what they are buying and potentially to renegotiate the purchase price and terms of the deal.

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Valuation Auditing Concentration CFO 83

CFO News

NOVEMBER 10, 2023

In the boardrooms of India Inc, Diwali isn't just a festival of lights but a beacon of hope for CFOs. As offices glow, financial leaders share unique wishes, weaving a tapestry of celebrations and collective aspirations for a prosperous year ahead.

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CFO Dive

NOVEMBER 7, 2023

IRS Commissioner Danny Werfel ordered the moratorium on ERC claim processing following concerns about filers being scammed by aggressive claim promoters.

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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.

Marketing