Sat.Mar 04, 2023 - Fri.Mar 10, 2023

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How Much Money Buys Happiness?

Barry Ritholtz

I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus. It’s about money and happiness, which is very much the intersection of where I spend much of my time: Capital Markets , and Behavioral Finance.

Finance 138
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The Latest In Financial #AdvisorTech (March 2023)

Nerd's Eye View

Welcome to the March 2023 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 Conquest, a Canadian financial planning software provider (founded by the prior founder of NaviPlan) has raised $24M (CAD) of private equity capital in preparation for expanding its reach into the US &

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Trending Sources

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CFO base pay raises outpace CEOs’

CFO Dive

Finance chiefs edged out top executives for salary increases on average, though CEOs saw higher gains in total compensation.

CFO 264
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The Biggest Contrarian Bet You Can Make Right Now

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.

Finance 103
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The Growth Architect: How Financial Leaders are Unlocking Potential

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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A Dozen Questions for Jerome Powell, Fed Chair

Barry Ritholtz

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. We can expect a series of useless questions, posturing for sound bites, and self-aggrandizing speeches that pretend to be questions.

Marketing 122

More Trending

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Scotts still targeting cannabis sector, CFO says

CFO Dive

The over 150-year-old company — better known for its lawn and garden products — has become one of the biggest players in the emerging cannabis market.

CFO 264
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This Week On TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week On TRB appeared first on The Reformed Broker.

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The Fed is Breaking Things (and it could get worse)

Barry Ritholtz

Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy.

Treasury 137
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Automate Your Shipping | SAP Business One Integration to ShipStation | recording

Navigator SAP

Good morning everyone. My name is Sean Barbera. I'm the director of marketing here at Navigator Business Solutions. Today I have Gary from Alluvia and Mark from ShipStation. We're all excited to have them present this intelligent shipping integration with SAP Business One. So with that, I'm going to hand it over to Gary. Take it away.

SAP 130
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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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Meta to slim teams, lean on AI in year of efficiency, CFO says

CFO Dive

Meta will be reevaluating its teams and projects, while also aiming to invest in key areas like AI and automation to drive its year of efficiency, CFO Susan Li said.

CFO 299
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ChatGPT: The Origins, the Hype, the Opportunity

CFA Institute

For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.

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10 Sunday Reads

Barry Ritholtz

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The age of the Silicon Valley ‘moonshot’ is over :Big Tech’s cost-cutting and layoffs are another nail in the coffin for the industry’s most ambitious and costly projects. ( Washington Post ) • Rupert Murdoch’s deposition in $1.6 billion defamation case is ‘a nightmare’ for Fox News, legal experts say : First Amendment scholars say defamation case against Fox News is “unusually strong.” ( Grid ) see also

Education 115
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The Security Benefits of Cloud ERP

Navigator SAP

There was a time when security was a legitimate question for businesses that were thinking of moving their workloads to the cloud and adopting a cloud-based ERP solution such as SAP Business ByDesign. But times have changed.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Walmart bets on digital retail future, CFO says

CFO Dive

The retail giant is focusing on in-store technology and logistics improvements and positioning stores as distribution points for online shopping.

Retail 290
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SVB

The Reformed Broker

The spectacular blow-up currently taking place at SVB and its primary subsidiary, Silicon Valley Bank, is the biggest story in the markets this week. SVB is systemically important for the technology sector and its Northern California ecosystem. As Jim Cramer put it last night, the Federal Reserve has been firing a machine gun at the economy for the last 12 months but it hasn’t hit anything yet.

Marketing 111
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10 Friday AM Reads

Barry Ritholtz

My end-of-week morning train WFH reads: • Crypto Bank Had a Boring Collapse, Also Silicon Valley Bank : Elsewhere in boring maturity mismatches and a lack of deposit diversification. ( Money Stuff ) • Why daylight saving is so hard on the body — and what to do about it : Every process within the body, from sleep to metabolism, runs on an internal clock, known as circadian rhythm.

Startups 114
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Quess CFO bets big on manufacturing jobs; aims to double headcount to 1 lakh by 2026

CFO News

India's top domestic private recruiter banks on the world's China plus one strategy and the central government production-linked incentives schemes for reaching the target.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.

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Brex offers ChatGPT-style CFO tools

CFO Dive

The announcement comes as interest in ChatGPT is rapidly gaining momentum, even as some worry about potential privacy and security risks.

CFO 290
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How Do Smart Clients Invest in Themselves? Know Their “Why”

CFA Institute

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks. Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push for new rules to crack down on the internet giants.

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Ind-AS implementation with 'phase-out' option under ECL: An overdue & uncertain development for banks

CFO News

The clouds over the implementation of Ind-AS for Indian banks were cleared through a discussion paper stating a ‘sufficient time’ will be provided. It had mentioned about at least one year's time frame post date of final guidelines. However, the industry remains uncertain with some predicting another two years of wait while others opined to wait till the final draft comes out.

Banking 98
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Most companies lack technology needed for SEC climate rule: survey

CFO Dive

Global standard-setters face pushback from companies ill-equipped for complying with climate risk disclosure rules.

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Rising to the challenge

Future CFO

For much of 2022, CFOs faced a new list of responsibilities and the added pressure of fostering a culture and engagement that is amplified with a remote and virtual workforce. The 2022 FTI Consulting survey of CFOs concluded that in addition to all the traditional areas that CFOs must lead, they must also adapt to the ever-increasing “doing more with less,” but now in a new environment.

CFO 98
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10 Tuesday AM Reads

Barry Ritholtz

My Two-for-Tuesday morning train reads: • A 120-Year-Old Company Is Leaving Tesla in the Dust : Tesla had me convinced, for a while, that it was a cool company. fundamentally, its cars had no competition. If you wanted an electric car that could go more than 250 miles between charges, Tesla was your only choice for the better part of a decade. ( New York Times ) see also Tesla Offers an Unprecedented Look at the Bench Behind Elon Musk : In a clear response to investor criticism, the CEO shared t

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India to top China as largest international market in 2023: Walmart CFO

CFO News

Walmart CFO John David Rainey said ecomm marketplace Flipkart and online payments app PhonePe, both owned by Walmart, are market leaders and that both companies have huge opportunities to tap going forward.

CFO 98
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Back to Basics with Reconciliations

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.