Sat.Jul 30, 2022 - Fri.Aug 05, 2022

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Women hang back from CFO aspirations, trickle into finance

CFO Dive

The persisting CFO gender disparity could shrink in the coming years as more women head into the financial field.

CFO 312
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The CFO’s Role in Managing a Talent Shortage

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus. In 2021, according to data from the Bureau of Labor Statistics (BLS), 68.9 million workers left their jobs. 70 percent of those individuals left voluntarily. Why are workers leaving their jobs in droves? The specific reasons will be different depending on industry and role, but Grant Thornton’s State of Work in America cites the top concerns aside from compensation as: The benefits package didn’t fit their needs (roughly ?

CFO 52
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Trending Sources

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The Role of ERP in the Pharmaceutical Industry

Navigator SAP

The pharmaceutical industry has been transformed in recent years by pressure from intensely competitive markets and the need to comply with new regulations that mandate the highest quality standards across all processes. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives. It requires not just R&D capability, talent, and strong capital investment over the long term, but also the need for a strong digital infrastructure.

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Bank Single Gateway for efficient connectivity

Simply Treasury

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. A “Bank Single Gateway” is no longer a "plus", but a "must" that every fund servicer or fund should have. It's the key to finally having better cash management, as multinational companies do.

Banking 147
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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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CFOs to boost IT, tech budgets in face of inflation: Gartner

CFO Dive

Forty percent of CFOs are planning to hike up IT spending in the next 12 months, with many seeking to tap automation to collect key financial insights.

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More Trending

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Dr. Amazon

The Reformed Broker

When you’re the size that Amazon is and you’re looking for growth, the only thing that could really move the needle for you is to attack a massive market opportunity. How does $4 trillion sound? That’s about what Americans spend directly on healthcare each year. Consider this past week’s acquisition as the solidifying piece of the story.

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DEBRA, next big tax reform in Europe?

Simply Treasury

DEBRA, a new acronym that could cause nightmares for tax managers but also for corporate treasurers. It is a new proposal from the EU that could have significant impacts to consider, although its objectives are laudable and logical. The idea is not new to encourage companies to increase their capitalization and reduce their bank debt (partly through more recourse to the capital market - CMU project).

Finance 130
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WeWork plans to raise rates in stronger markets

CFO Dive

CFOs are wrestling with how much to spend on office real estate as the shift to hybrid work has accelerated.

Marketing 311
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“Round-Tripping” Stocks and the Absurdity of Hedge Fund Fees

CFA Institute

Just how out of whack are hedge fund fees?

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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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María José Martínez, is named leader in TTR and Datasite’s ranking of female financial advisors.

One to One

The post María José Martínez, is named leader in TTR and Datasite’s ranking of female financial advisors. appeared first on ONEtoONE Corporate Finance.

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Why Childfree People Require A Unique Financial Planning Process

Nerd's Eye View

For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. But a growing number of individuals are going through life without ever having children. And no matter the reason, clients without children have unique planning needs that are important for advisors to recognize.

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Just 9% of finance departments have primary ESG oversight: survey

CFO Dive

Evidence of loose internal controls related to environmental, social and governance (ESG) data comes as the potential cost of companies getting ESG reporting wrong are rising.

Finance 299
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An Event to Remember, and Examples to Learn From

Anaplan

Re-Live Anaplan Live! 2022 On-Demand One of the most nerve-wracking things any of us encounter in life is going first. As a child – the first to read out loud in class, the first to jump off a diving board, the first to give up your stuffed animals – being first always added an extra […].

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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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FISPAN on the Road: Mara McGoey’s Key Takeaways

FISPAN

On June 23 & 24, FISPAN’s Business Development Manager, Mara McGoey was found in Chicago at the premier Marcus Evans Open Finance, APIs, & Partnerships two-day conference. Bringing together leaders in Open Banking and Digital Innovation, the event explored opportunities enabled by Open Finance, including how strategic partnerships can accelerate open API initiatives.

Finance 98
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The Latest In Financial #AdvisorTech (August 2022)

Nerd's Eye View

Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Envestnet has acquired Redi2, one of the most widely used ‘revenue management’ systems in broker-dealers that facilitates the flow of dollars coming in and being paid out to advisors in al

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CFOs look for consistency, transparency in emerging sustainability requirements

CFO Dive

CFOs globally are asking for added transparency and more consistency as regulatory bodies gear up to publish sustainability reporting standards later this year.

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Build Your Business Portfolio With Sage Intacct

https://trustedcfosolutions.com/feed/

With world-class financial management software and tools, subscription automation, and service, Sage Intacct is the number one financial software trusted by leading private equity firms and their portfolio companies to build more profitable businesses. Sage Intacct offers a best-in-class approach to partnering with private equity firms to drive portfolio-wide EBITDA growth by delivering shorter time to value, predictable implementations, consistent pricing, and a single point of contact.

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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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How to Bring the Bank to Your NetSuite Environment

FISPAN

Bring the bank to your Oracle NetSuite environment with FISPAN’s bank-branded embedded app. FISPAN delivers a seamless commercial banking experience, allowing you to directly manage your payables, view all bank account and transaction details, eliminate manual uploads, automate your reconciliation, and more, all from within NetSuite.

Banking 97
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Weekend Reading For Financial Planners (Aug 6-7)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). The guidance indicates that, despite early fears that Reg BI was ‘overly accommodating’ to the brokerage industry, the Commission is expecting that reducing conflicts of interest should be an ongoing task for broker-dealers rat

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PayPal hands new CFO $6M cash hiring bonus

CFO Dive

The PayPal CFO's new-hire bonus comes as some companies are using more cash-rich compensation packages to land finance chiefs.

CFO 286
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Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

CFA Institute

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

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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.

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Part-Time or Fractional CFO for Small Businesses

Capital CFO LLC

Are you a business owner or nonprofit Executive Director frustrated with running day-to-day operations and spending additional weekends and evenings attempting to be both bookkeeper and CFO? A part-time or […]. The post Part-Time or Fractional CFO for Small Businesses appeared first on Capital CFO+.

CFO 52
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#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley

Nerd's Eye View

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matthew Topley. Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating pr

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CFOs should look to digitalize employee recognition programs

CFO Dive

Despite mounting signs of a recession, the labor market remains robust and CFOs should consider digitalizing employee recognition programs to retain talent.

Marketing 286
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67: What Is Alpha Investing?

Strategic Treasurer

Session 66. Coffee Break Session: What Is Alpha Investing? What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?