CFO Dive

OCTOBER 26, 2023

When planning complex projects, it’s important to focus on their core purposes without adding nonessential features, project management expert Dr. Te Wu writes.

Planning 270

Planning 270

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors. Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice.

Planning 98

Planning Numbers Practice Management 98

Barry Ritholtz

OCTOBER 23, 2023

The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt. It’s gone vertical as rates have moved from effectively 0 to over 5%. When rates were zero all of corporate America refinanced, lowering the cost of their debt to historically low levels. Households did the same; today 61% of homeowners with a mortgage are paying 4% or less in interest.

Treasury 133

Treasury Economics Budgeting Securities 133

CFO News

OCTOBER 25, 2023

The finance ministry is likely to adopt a "prudent selloff" approach now, one official told ET, adding there won't be "divestment for the sake of divestment anymore" and the government will remain mindful of the right price for its assets as well as the interests of investors.

Finance 52

Finance 52

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

Barry Ritholtz

OCTOBER 26, 2023

Earlier this year, I gave my first presentation since the pandemic began. I discussed all of the many ways we hurt ourselves financially, specifically, the focus was on the 3 biggest mistakes high net-worth people make. I got lots of good feedback about the presentation, but my favorite note from someone in the room was: “ Thanks for identifying these issues, but how do I navigate them ?

Investments 59

Investments 59

Spreadym

OCTOBER 24, 2023

Data integrity refers to the accuracy, consistency, and reliability of data in a system or database. It ensures that data remains unchanged and complete during its lifecycle, from creation and storage to retrieval and processing. Data integrity is a critical aspect of data management and is essential for maintaining the trustworthiness of data for various purposes, including decision-making, compliance, and security.

Auditing 59

Auditing Compliance Securities Healthcare 59

CFO Dive

OCTOBER 26, 2023

As C-suite responsibilities change, the gap between roles such as the CFO and chief operating officer is narrowing.

CFO 288

CFO 288

Future CFO

OCTOBER 24, 2023

Business leaders see benefits in the adoption of non-fungible tokens or NFTs, according to a joint study by Bain & Company and the World Economic Forum. The Evolution of Non-Fungible Tokens report found that the global adoption of NFTs has been relatively constant since June 2022, emphasising that mass adoption is not over and will take time to unfold.

Prioritization 52

Prioritization Securities Education Economics 52

CFO News

OCTOBER 25, 2023

Decision makers’ five-year plans and digital transformation ambitions appear to be equally restrained with investments in the coming year, says a Thomson Reuters survey

Planning 105

Planning Finance Investments 105

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

Navigator SAP

OCTOBER 27, 2023

SAP Business ByDesign has grown into a trusted, mature ERP solution for fast-growing and medium-sized business since its initial release in 2007. With its use of SAP’s new Business Technology Platform (BTP), Business ByDesign is further evolving into a core product for businesses not ready for SAP’s flagship S/4HANA ERP solution.

SAP 297

SAP Technology 297

CFO Dive

OCTOBER 26, 2023

The SEC chief has come under fire for proposing that companies release data on the greenhouse gas emissions by their suppliers and customers.

338

338

The Reformed Broker

OCTOBER 24, 2023

Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.

117

117

Tips Watch

OCTOBER 27, 2023

By David Enna, Tipswatch.com Back on Oct. 8 I posted an article, “The I Bond’s fixed rate will rise. But by how much?” attempting to forecast the potential new fixed rate for the U.S.

Forecasting 117

Forecasting 117

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

CFO News

OCTOBER 22, 2023

Finance heads are focused on continuous monitoring, proper classification and correct accounting of legal spending. CFOs are also utilizing technology and automation for effective compliance which eventually leads to reduction in legal spending. ETCFO delves into how CFOs are strategizing to manage legal cost?

Compliance 111

Compliance Finance Accounting Technology 111

CFO Dive

OCTOBER 27, 2023

“Most importantly, ask how employees are doing and then just listen,” Catalyst's Tara Van Bommel says.

304

304

Capital CFO LLC

OCTOBER 23, 2023

Introduction Nonprofit agenda management at its core is a game changer. It helps you to run efficient, effective and productive meetings. Building the right agenda is a tool in your […] The post Nonprofit Agenda Management: Empowering Organizational Success appeared first on Capital CFO+.

Nonprofit 105

Nonprofit CFO 105

Barry Ritholtz

OCTOBER 23, 2023

My back-to-work morning train WFH reads: • Charles Schwab Has Had a Terrible Year. The Surprising Reason the Brokerage King Won’t Be Dethroned. For some advisors, the move to Charles Schwab from TD Ameritrade didn’t go smoothly. Chances are, they’ll stick around anyway. ( Barron’s ) • A Recession Is No Longer the Consensus : In WSJ survey, economists lower recession probability below 50% and say Fed is finished raising interest rates. ( Wall Street Journal ) but see Car Owners

Budgeting 105

Budgeting Investments Planning 105

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 News

OCTOBER 24, 2023

The 52nd GST Council Meeting took several major decisions recently. ETCFO has curated the list of the bigger ones and their impact on businesses.

105

105

CFO Dive

OCTOBER 24, 2023

Rising borrowing costs are straining balance sheets and complicating efforts by CFOs to refinance debt.

297

297

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity of their financial goals.

Tax Planning 98

Tax Planning Auditing Leverage Investments 98

Barry Ritholtz

OCTOBER 27, 2023

My end-of-week morning train WFH reads: • Forget the ‘death of downtowns’ — we’re about to experience the Big City Renaissance. But this bleak future is not set in stone. Cities like New York, San Francisco, and Chicago can use the short-term challenges of the remote-work shift to reinvent themselves, enhance their quality of life, and attract footloose residents.

Technology 97

Technology Marketing 97

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

CFO News

OCTOBER 23, 2023

Byju's said it has made new appointments in its finance function, with Pradip Kanakia as senior adviser and Nitin Golani, currently the President-Finance, who will take charge as India CFO.

CFO 105

CFO Finance 105

CFO Dive

OCTOBER 27, 2023

The financial leadership shift comes as a move to AI-generated content failed to bolster the digital media company’s revenue.

CFO 289

CFO Leadership 289

Nerd's Eye View

OCTOBER 25, 2023

There is a general understanding that investment advisers have a fiduciary relationship with their clients – in other words, that they are required to act in the client's best interests. But although this concept makes sense in the abstract, it isn't always clear what an adviser needs to do to fulfill their fiduciary duty in real-life situations.

Investments 98

Investments Accounting Retail Compliance 98

Accountancy Today

OCTOBER 24, 2023

FRP’s debt advisory team has advised Mobeus Equity Partners on The Translation People’s on a successful £10.5m debt raise that will support the firm’s buy-and-build strategy. Headquartered in Manchester, the business delivers translation services to clients around the world from its eight offices in Europe and the United States, working with a global network of more than 4,000 language specialists.

Corporate Finance 96

Corporate Finance Finance Leadership CFO 96

Advertisement

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.

Reconciliations