CFO Dive

AUGUST 3, 2022

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

CFO 315

CFO Finance 315

Beacon CFO Plus

AUGUST 4, 2022

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

CFO Prioritization Numbers Marketing 52

Navigator SAP

AUGUST 5, 2022

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.

Pharmaceutical 210

Pharmaceutical Manufacturing Compliance Investments 210

Simply Treasury

AUGUST 3, 2022

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

Banking Reconciliations Treasury Securities 147

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

AUGUST 5, 2022

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.

Budgeting 316

Budgeting Planning 316

Anaplan

AUGUST 2, 2022

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 […].

98

98

Simply Treasury

AUGUST 2, 2022

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

Finance Leverage Banking Treasury 130

CFO Dive

AUGUST 5, 2022

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 300

Finance 300

FISPAN

AUGUST 2, 2022

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

Finance Banking Leadership 98

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

https://trustedcfosolutions.com/feed/

AUGUST 5, 2022

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.

Leverage 97

Leverage Construction Transportation B2B 97

Nerd's Eye View

AUGUST 3, 2022

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.

Planning 95

Planning Prioritization Education Numbers 95

CFO Dive

AUGUST 1, 2022

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

Marketing 293

Marketing 293

FISPAN

AUGUST 5, 2022

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

Banking Reconciliations Accounting 97

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

CFA Institute

AUGUST 5, 2022

Eswar S. Prasad provides an interesting and insightful exposition on the shifting landscape from traditional paper notes to digital currencies.

Currencies 109

Currencies Economics 109

Nerd's Eye View

AUGUST 5, 2022

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

Compliance 84

Compliance Education Numbers Marketing 84

CFO Dive

AUGUST 1, 2022

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

295

295

One to One

AUGUST 2, 2022

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

Corporate Finance 100

Corporate Finance Finance 100

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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

CFA Institute

AUGUST 3, 2022

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

Risk Management 84

Risk Management Planning Currencies Economics 84

Nerd's Eye View

AUGUST 2, 2022

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

Planning 79

Planning Investments Leverage Numbers 79

CFO Dive

AUGUST 2, 2022

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

CFO 293

CFO Finance 293

Capital CFO LLC

AUGUST 5, 2022

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

CFO Nonprofit Accounting 52

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

CFA Institute

JULY 31, 2022

Just how out of whack are hedge fund fees?

Performance Measuring 101

Performance Measuring Economics Investments 101

Future CFO

AUGUST 4, 2022

Credit trends in Asia Pacific for most non-financial companies in the rest of 2022 remain stable with the exception of Chinese property developers, said Moody's Investors Service recently. However, slowing economic growth, rising inflation and hawkish monetary policies globally pose risks when it comes to credit trends in Asia Pacific, the firm noted.

Economics 52

Economics Forecasting Banking Investments 52

CFO Dive

AUGUST 2, 2022

Inflation is nudging new drivers and couriers to Uber as the company posts record driver base figures and its first cash flow positive quarter.

274

274

Strategic Treasurer

AUGUST 4, 2022

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.

Investments 52

Investments Treasury Risk Management Finance 52

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