Sat.Jun 22, 2024 - Fri.Jun 28, 2024

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Evolving CFOs: succeeding amid tech changes

Future CFO

Here and there, the business world witnesses changes around various sectors and organisational functions, hence it is no surprise how Finance undergoes several transformation to keep up with the pace, making way to evolving chief financial officers. In a recent Gartner CFO and finance executive conference, it was revealed that accelerated enterprise artificial intelligence spending and adoption is on the horizon, and CFOs will be responsible for effectively managing the costs and common prob

CFO 97
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The Digital Green: How ERP Systems are Shaping Sustainable Business Landscapes

Navigator SAP

The Green Wave and ERP In the early 2010s, businesses began to embrace the green wave with Environmental, Social, and Governance (ESG) principles, marking the start of the Green ERP sustainability movement. This shift was driven by growing awareness of environmental issues, the rise of corporate social responsibility (CSR), new regulations, and the realization that ESG is good for business.

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AI-Driven Efficiency: The fusion of digital twins, process intelligence and process mining

CFO Dive

To capitalize on the potential of AI in the business world, companies must address the challenge of deriving meaningful insights from their data.

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How a Fractional CFO Helped PrecisionPoint Achieve a Successful Exit

Focus CFO

Mark Hanna had a profitable business, but something was missing. A chance coffee shop encounter led him to FocusCFO – and the strategic financial expertise he needed to help scale the business and achieve a successful exit. His Fractional CFO, Curt Wible, gave him top-tier financial leadership at a fraction of the cost of a full-time, traditional CFO.

CFO 52
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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

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.

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Inflation is Obvious But Wage Gains Seem Invisible

Barry Ritholtz

I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to me that the post-pandemic era saw sentiment levels far below major dislocations such as the ‘87 crash, the 9/11 terrorist attacks, the Dotcom implosion, or the 08-09 great financial crisis. We have tried to identify the causal factors by considering social media , increases in partisanship , ignorance, even trolling of pollsters.

Economics 128

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Financial Reporting Help: Avoiding Common Mistakes in Financial Reporting

CFO Share

Financial Reporting Help: Avoiding Common Mistakes in Financial Reporting As a small business owner, you rely on accurate financial statements to make informed decisions and drive your business forward. You’re not alone if you’re feeling suspicious or frustrated with your current business reporting. Many business owners encounter reporting errors, even when they work with a bookkeeper or fractional CFO.

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The Microsoft Fabric May 2024 Update Gave Us a Peek Into the Future

Collectiv

Welcome back to the second episode of Fabric Threads, a podcast we started here at Collectiv to help you better understand Microsoft Fabric so you can maximize this powerful tool. The May Microsoft Fabric update was jam-packed, and there are way more features than I could cover in a single blog or a single video. Coming up are several new features and updates that stood out most to us that we think you should pay special attention to.

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ION integrates its fixed income solutions with XTP Execution, expanding the connectivity to futures markets

Reval

LONDON – 25 June 2024 ION, a global leader in mission-critical trading and. The post ION integrates its fixed income solutions with XTP Execution, expanding the connectivity to futures markets appeared first on ION.

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A perfect pairing: How to create a great relationship between HR & finance

Cube Software

HR and Finance: Where do they intersect? To build a great partnership between HR and Finance, it's essential to understand what each department brings to the table. While they have different focuses, their roles are deeply interconnected.

Finance 52
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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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.

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FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 05/2024 published

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 05/2024”. The Monitor is a monthly published overview of venture capital trends in. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 05/2024 published appeared first on FCF Fox Corporate Finance GmbH.

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Harnessing GenAI in corporate finance: Lessons from Microsoft

CFO Dive

Finance teams deploying the technology need a "trust, but verify" approach to outputs, among other best practices, a pair of Microsoft executives write.

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Navigator Business Solutions Announced as one of Bob Scott’s VAR Stars 2024

Navigator SAP

Navigator Business Solutions has been named to Bob Scott’s Top 100 VARs for 2024. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software.

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Generative AI is a game changer

Future CFO

It took me years to be skilled in financial planning and analysis. Not every finance professional can be sharp enough to detect key highlights and provide analysis for the financial statements. The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period.

Auditing 111
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What Your Financial Statements Are Telling You—And How to Listen!

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.

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Don’t over-think the potential threat of deflation

Tips Watch

By David Enna, Tipswatch.com Just about every week, I get a comment or question from readers worried about the dangers of buying a Treasury Inflation-Protected Security on the secondary market with a high (or even not-so-high) inflation index.

Treasury 102
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A CFO summer playlist

CFO Dive

With summer kicking into high gear, it’s a good time to add a little finance-inspired fun — yes sometimes we all need a reminder money can be fun — to your next gathering.

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How SAP Cloud Integrations Drive Smarter Decisions

Navigator SAP

The BTP Integration Suite comes with pre-built integrations managed and updated by SAP for commonly needed cloud applications.

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529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings

Nerd's Eye View

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. Because while 529 plans' combination of tax-deferred growth on invested funds and tax-free withdrawals for qualified education expenses (plus many state-level tax deductions or credits on 529 plan contributions) make it a powerful savings vehicle for coll

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Forecasting Failures Are Costly: Heres How To Fix Them

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.

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Finance leaders see GenAI to have most immediate impact on forecast, budget

Future CFO

Finance leaders are now seeing generative artificial intelligence to have the most immediate impact on explaining forecast amd budget variances, according to Gartner, Inc. A recent Gartner survey revealed that 66% of finance leaders think the technological advancement will affect these organisational functions, as it also showed that there are high levels of uncertainty among finance executives regarding the challenges the implementation of GenAI will bring about.

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HP taps former JP Morgan executive as CFO

CFO Dive

The transition comes as the tech giant is focused on recovering from sagging sales after heightened demand during the COVID-19 pandemic.

CFO 281
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Sebi for mandatory disclosure of risk-adjusted return by MFs

CFO News

" it is felt that the risk adjusted return (RAR) of a scheme portfolio represents a more holistic measure of the scheme's performance because it quantifies the amount of return generated by a mutual fund scheme for each unit of risk taken to achieve that return," Sebi said in a discussion paper.

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Promoting The Financial Advice Industry ‘Sport’ Positively To Build Trust In The Client ‘Fan Base’

Nerd's Eye View

The requirements to run a successful, growing advisory firm are often less about doing the technical work with clients and more about marketing value to get prospects in the door in the first place. Yet, many firms' prospecting strategies have often relied on individual advisors being able to bring business to the firm instead of actively shaping and promoting the firm's own reputation.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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MiB: Eva Shang, CEO, Legalist

Barry Ritholtz

This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees. Before co-founding Legalist at 20, Eva studied economics at Harvard College.

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Judge freezes ex-Detroit Riverfront CFO’s assets including boat, real estate

CFO Dive

The former finance chief of the Detroit Riverfront Conservancy faces criminal charges of bank and wire fraud in connection with a $40 million embezzlement scheme.

Finance 281
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Destination Digital 2024: How BMO innovators are shaping the future of banking

Bank of the West

The energy and anticipation were palpable at a recent gathering of hundreds of curious thinkers, aligned with a central purpose: to collaborate, ideate and help shape the future of banking. More… Read more The post Destination Digital 2024: How BMO innovators are shaping the future of banking appeared first on About BMO.

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Weekend Reading For Financial Planners (June 29-30)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of clients they serve all grew in 2023, reflecting the attractiveness of the RIA model to both advisors and clients alike and the ability for firms acro

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Book of Secrets on the Month-End Close

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.