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 272

Planning 272

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: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.

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 291

CFO 291

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

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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.

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SAP Technology 298

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.

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339

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.

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117

CFO News

OCTOBER 25, 2023

India needs to be watchful of downside risks in case the conflict escalates into a wider regional disturbance involving more countries in the GCC and West Asia, they caution.

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115

Advertiser: Paycor

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Leadership

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 114

Forecasting 114

CFO Dive

OCTOBER 27, 2023

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

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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

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

Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri

Manufacturing

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

CFO Dive

OCTOBER 24, 2023

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

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300

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

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.

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Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

Finance

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

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 292

CFO Leadership 292

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

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

Advertiser: GEP

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Future CFO

OCTOBER 22, 2023

BlackLine recently announced new features to make finance transformation more efficiently. The company has added Microsoft Teams integration and introduced new capabilities to its Microsoft Dynamics 365 (D365) Connector to enable finance transformation, allowing users streamline and optimise key finance and accounting processes and close the books faster.

Finance 94

Finance Reconciliations Currencies Accounting 94

CFO Dive

OCTOBER 27, 2023

Total Halloween spending is forecast to hit $12.2 billion this year, but rising wage and sugar costs are cutting into profits.

Retail 273

Retail Forecasting 273

Nerd's Eye View

OCTOBER 24, 2023

Welcome everyone! Welcome to the 356th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sarah-Catherine Gutierrez. Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. What's unique about Sarah-Catherine, though, is that despite the common industry belief that the only way to build and scale a firm is through AUM, she has

Planning 98

Planning Budgeting Communication Marketing 98