CFO Dive

FEBRUARY 27, 2023

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

266

266

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 128

Benchmarking Valuation Investments Marketing 128

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 70

Treasury Investments 70

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

FEBRUARY 26, 2023

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

347

347

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 257

CFO Finance 257

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

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.

130

130

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

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 338

Investments Technology 338

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 125

Marketing 125

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

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

CFO News

FEBRUARY 26, 2023

According to the Caseware International survey report, firms are adopting new technologies at a rapid pace to attract and retain talent, connect with clients and increase insights.

Auditing 97

Auditing Accounting Technology 97

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 290

Planning 290

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 113

Valuation Securities Marketing Investments 113

Centage

FEBRUARY 28, 2023

Excel is a standard tool in many offices. Data analysts rely on spreadsheets to compile and house data while using features to create essential visual elements, like graphs and charts. Though Excel is convenient and easy to use, it has many downsides, including causing your company to lose a vital resource — your historical data. Keep reading to discover why your historical data is essential and how you can protect it.

Forecasting 98

Forecasting Communication Marketing Planning 98

Advertisement

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

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

CFO Dive

MARCH 1, 2023

Billions of dollars in new funding for the IRS will not go toward increasing the audit rate for businesses and taxpayers that make less than $400,000 per year, Daniel Werfel said.

Auditing 260

Auditing 260

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 109

Investments Finance Numbers Accounting 109

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 97

Communication 97

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

CFO News

FEBRUARY 28, 2023

Business confidence improved in February, with firms expecting demand strength, new product releases and investments to bode well for growth prospects, S&P Global India survey showed on Wednesday.

Manufacturing 98

Manufacturing Investments 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 270

Finance 270

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 109

Forecasting Finance Investments Sales 109

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: 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