CFO Dive

FEBRUARY 27, 2023

CFOs can remind business leaders that they have more cost optimization strategies to consider.

273

273

Barry Ritholtz

FEBRUARY 27, 2023

Physics has been seeking a grand “ Unified Field Theory ” that can explain everything in the universe. I sometimes wonder if we cannot find a similar overarching theory about all bad decision-making. The closest I have found as that single point of failure is the Dunning Kruger effect. Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing.

Benchmarking 130

Benchmarking Valuation Investments Marketing 130

CFO Dive

MARCH 1, 2023

As accountants and CPAs increasingly battle with burnout, the pool of talent for the industry is getting smaller.

Accounting 307

Accounting 307

Tips Watch

FEBRUARY 26, 2023

Yields could continue to rise, but it may be time to think longer term. By David Enna, Tipswatch.

Treasury 97

Treasury Investments 97

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.

Leverage

CFO Dive

FEBRUARY 26, 2023

Top uses for AI in the financial services sector include ‘next-best action’ systems; portfolio optimization; and fraud detection.

360

360

The Reformed Broker

FEBRUARY 26, 2023

Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.

Investments 117

Investments 117

CFO Dive

FEBRUARY 27, 2023

The British oil and gas producer tapped its director of finance as acting CFO. Its board also commenced a “strategic review” of the company’s assets, cost base and future business strategy.

CFO 261

CFO Finance 261

Barry Ritholtz

MARCH 3, 2023

Have a look at the BAML chart above. 1 It is one of my favorites, but for reasons that might not be readily apparent at first glance. The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. 2 The current move from 2021 highs is shown in red.

Marketing 134

Marketing Economics Finance Numbers 134

Global Finance

MARCH 2, 2023

Billions of dollars are due to flow back to hedge funds and other investors over the course of 2023 as the SPAC craze dies down.

116

116

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.

Finance

CFO News

FEBRUARY 27, 2023

The finance leader has plans to continue focusing on reducing debt to turn the company become completely debt free by 2025 through free cash flows from focused revenue growth, as well as effective working capital management.

CFO 105

CFO Finance Planning 105

CFO Dive

MARCH 2, 2023

Only 34% of large companies showed signs of being strategic about their technology investments in financial disclosures, according to a recent report from Deloitte.

Investments 341

Investments Technology 341

Barry Ritholtz

MARCH 2, 2023

Fascinating dive into rent increases on a county by county basis via USAFacts: Rents rose in 58% of all counties nationwide between 2020 and 2023. Data shows that rents rose and dipped between neighboring zip codes. Housing prices jumped during the COVID-19 pandemic as remote work caused many Americans to reconsider their living situations. Rent prices also rose, with inflation-adjusted median rent growing from $1,163 in 2019 to $1,191 in 2021, according to the US Census Bureau.

Marketing 126

Marketing 126

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Headquartered in London and with a research and development centre in Lisbon, Truphone specialises in the provision of connectivity plans and mobile phone recording compliance solutions for major financial institutions; connectivity plans for enterprises and eSIM enabled internet of things (IoT) devices;

Corporate Finance 104

Corporate Finance Sales Finance Restructuring 104

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.

Financial Data

Navigator SAP

MARCH 3, 2023

A supply chain--by definition--has a lot of moving parts. It covers everything from the raw materials to the workers creating a product to the final delivery of goods to the consumer. For a business, keeping that chain operating smoothly is fundamental to the firm’s existence.

100

100

CFO Dive

MARCH 3, 2023

The surge in use of conversational artificial intelligence has prompted scrutiny of the technology’s role in financial decisions.

Data Analysis 293

Data Analysis Financial Data Technology 293

Barry Ritholtz

FEBRUARY 27, 2023

My back-to-work morning train WFH reads: • How to Print Money : Cash may seem old-fashioned these days — but in much of the world, cash is still king. The process of making money requires teams of experienced designers and engravers who etch the plates with portraits, vignettes, lettering and ornamentation. The designs are crafted with both aesthetics and security in mind. ( New York Times ) • Apartment Rents Fall as Crush of New Supply Hits Market : Declines signal tenants may be maxed-ou

Valuation 116

Valuation Securities Marketing Investments 116

CFA Institute

FEBRUARY 27, 2023

How has shorting lousy stocks worked as a strategy?

Performance Measuring 100

Performance Measuring Economics Investments 100

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.

Forecasting

CFO Talks

MARCH 2, 2023

1X ‘ It’s not how well you talk, it’s about the work you put in’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. Go to www.cfoclub.co.za and join our community of accounting and finance executives.

Auditing 98

Auditing CFO IFRS Construction 98

CFO Dive

FEBRUARY 27, 2023

Midsize businesses are still looking to grow headcount despite macroeconomic challenges, but in order to do so effectively, they need to have a thorough headcount management plan in place, according to TeamOhana’s CEO.

Planning 293

Planning 293

Barry Ritholtz

MARCH 3, 2023

My end-of-week, Non-NonFarmPayroll, morning train WFH reads: • American workers aren’t returning to the office like their international counterparts—here’s why : Even as people got vaccinated and Covid restrictions eased over the years, U.S. office occupancy remains stagnant around 40% to 60% of pre-pandemic levels, Meanwhile, office attendance has returned to 70% to 90% in Europe and the Middle East, and around 80% to 110% in some Asian cities, meaning some workers are spending more time in the

Investments 111

Investments Finance Numbers Accounting 111

CFO News

MARCH 2, 2023

When transformation cuts across functions and is not limited to finance, then the role of the CFOs becomes more strategic and they have to ensure that everybody’s stake is well covered, says Deepal Shah.

CFO 98

CFO Finance 98

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

Accounts Payable

Nerd's Eye View

MARCH 1, 2023

When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is that these conversations will help the prospect ease into a positive frame of mind (by thinking about a vacation, retirement, or another future aspiration) and, at the same time, present the advisor with an opportunity to show how their services can help the prospect achieve their goals.

Communication 98

Communication 98

CFO Dive

MARCH 2, 2023

CFOs are ready to drive innovation at their organizations, but it may be hard for them to shake off the role of the nay-saying finance leader, according to a recent study.

Finance 273

Finance 273

Barry Ritholtz

MARCH 2, 2023

My morning train WFH reads: • All the recessions that didn’t happen. The future doesn’t always cooperate with the present because whatever is going to happen hasn’t happened yet. So forecasters are frequently wrong. They’ll never stop forecasting, but their recent track record should make you skeptical every time you hear somebody predicting a recession. ( Yahoo Finance ) • World’s Rich Take Advantage as $1 Trillion Property Market Craters : Wealthy investors were the most active buyers of comme

Forecasting 111

Forecasting Finance Investments Sales 111

CFO News

FEBRUARY 28, 2023

In the absence of the GST Appellate Tribunal, the taxpayers were devoid of any direct remedy and had to approach High Courts. CBIC has now submitted before the Bombay High Court that it will not oppose or block any tax litigation if a taxpayer is willing to file an appeal in the HCs through e-filing.

98

98

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