CFO Dive

JULY 8, 2024

CFOs need to be cautious posting personal material on social accounts, as such information can be used to build deepfakes.

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CFO Accounting 240

Barry Ritholtz

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? It’s because our brains have been trained, over thousands of years, to trust our fear instincts. In this episode, I speak with Brian Portnoy sits down with Barry Ritholtz to explain why humans aren’t built to be good investors. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries.

Investments 57

Investments Finance Numbers Construction 57

Future CFO

JULY 8, 2024

Editor’s note: Audit is much more than a compliance requirement and is definitely not a declining industry, said Narissa Chen (pictured), Partner, Head of Audit & Assurance, Forvis Mazars in Singapore. She shared with FutureCFO what a career in audit offers and how female professionals can become audit leaders. The interview is part of the Female Leadership in Finance Series.

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Auditing Leadership Compliance Communication 52

Tips Watch

JULY 11, 2024

For the markets and the Fed, June’s inflation report was positive news. By David Enna, Tipswatch.com As soon as I arrived in Geneva, Switzerland, this afternoon, I began looking for news on the June inflation report.

Marketing 77

Marketing Investments Finance 77

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By ditching paper and manual checklists, UNIFY embraced ART’s cloud-based solution for seamless automation. The robust dashboards, exception reports, and completion date reports allowed the team to easily track progress and resolve bottlenecks. ART’s flexible access for auditors ensured tight deadlines were met effortlessly. With competitive pricing and a rapid setup, ART cut costs and minimized disruptions, enabling UNIFY’s team to concentrate on high-impact tasks.

Concentration

E78 Partners

JULY 11, 2024

The recent RockYou2024 password leak has caused much concern, affecting millions of users worldwide. A massive collection of over 10 billion plaintext passwords was leaked on the Dark Web over the 4th of July weekend, raising questions about online security. What is RockYou2024? RockYou2024 is named after RockYou, a social media company that experienced a similar breach in 2009, which exposed 32 million passwords.

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Securities Accounting Financial Data 52

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax. However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage.

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Planning Numbers 98

Fox Corporate Finance

JULY 9, 2024

FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 06/2024”. The Monitor is a monthly published overview of venture capital trends in. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 06/2024 published appeared first on FCF Fox Corporate Finance GmbH.

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Healthcare Corporate Finance Finance 52

The Charity CFO

JULY 12, 2024

The type of accounting your organization uses could be holding you back from getting the most out of your accounting system. While many nonprofits start with cash-basis accounting due to its simplicity, this method often falls short of providing a comprehensive view of a nonprofit’s financial health. Transitioning to accrual-basis accounting can offer a more accurate representation of finances and enhance long-term planning.

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Nonprofit Accounting Budgeting GAAP 52

Beacon CFO Plus

JULY 8, 2024

This content is password protected. To view it please enter your password below: Password: The post Protected: Career Guide: Becoming a Fractional CFO appeared first on BeaconCFO Plus.

CFO 40

CFO 40

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

Join Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms for an informational webinar about how to select the ideal payments provider for your platform! This session highlights the 7 key criteria for assessing payments partners and maximizing the value of your investment. From evaluating technology and business development programs to understanding support and compliance, this webinar will equip you with a comprehensive evaluation framework and strategy for

Compliance

CFO Dive

JULY 12, 2024

The latest CashPro platform update is designed to better address transaction-related inquiries — one of the top reasons business customers call and email the bank.

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Banking 289

Navigator SAP

JULY 12, 2024

What do Coca-Cola drinks, Skull Candy headphones, Rothy’s shoes, uni-ball pens and Harry’s shaving supplies all have in common? The companies behind these products all rely on ERP software for the development, manufacturing, distribution and sales of their popular consumer products.

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Manufacturing Sales 248

Barry Ritholtz

JULY 7, 2024

@TBPInvictus here If you’re tired of California-minimum-wage-and-its-impact-on-limited-service-restaurant-employment stories, I understand. Leave this page immediately. I’m tired of it, too, but some stories are so factually challenged that they demand a response. So, allow me to address a hot mess of a story that appeared recently in the California Globe.

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Math Numbers Data Analysis Marketing 134

Future CFO

JULY 11, 2024

Imtiaz Ahmad FCCA speaks from his years of experience about how different technologies have changed accounting , and the benefits of artificial intelligence in his own practice. ACCA UK’s Head of Technology Alistair Brisbourne , PhD talks on ACCA’s ‘AI in the Finance Profession’ report, including surveys on the concerns of current ACCA students and members, and describes the ways in which he believes AI is going to affect the roles of accountants within organisations in years to come.

Accounting 97

Accounting Finance Technology 97

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Uncover the latest trends in expense management for small and medium-sized businesses. Our 5th Annual Trends Survey reveals that corporate card use is skyrocketing, but expense software isn't keeping up. This mismatch is creating real challenges for finance teams, who now take an average of 14 days to close their books. Travel policies are shifting to accommodate hybrid work, but many companies are struggling with off-tool bookings.

Finance

CFO Dive

JULY 10, 2024

A decline in the Federal Reserve’s preferred inflation measure to 2.6% has prompted policymakers to focus more on the cooling job market, Fed Chair Jerome Powell said.

Marketing 278

Marketing 278

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet). Yet the need for advisor education – and the regulatory requirements to get it (in the form of Continuing Education obligations) – never ends, with the latest focus for most financial advisors being on the ongoing expansion of NASAA's 20

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Education Communication Compliance Investments 95

Barry Ritholtz

JULY 6, 2024

Source: New York Times The NYT: The final votes in Britain’s parliamentary elections are still being counted, but one thing is crystal clear: After 14 years in power, the Conservative Party is out. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history. Several prominent figures — including former Prime Minister Liz Truss — lost their seats.

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CFO News

JULY 12, 2024

About a dozen such alternative investment funds (AIFs) have recently received notices, with the revenue department questioning why their schemes, housing the fund pools, are not registered under GST. These funds raise huge money every year and bankroll thousands of startups and listed companies.

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Startups Investments 85

Speaker: Duke Heninger

With the rise of fractional finance roles, many CFOs, FP&A professionals, controllers, and accountants are stepping into independent consulting. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting. Whether you’re new to fractional work or refining your approach, this webinar will equip you with a repeatable system for success.

CFO

CFO Dive

JULY 11, 2024

Revenue generation has overtaken productivity as C-suite leaders’ primary return-on-investment metric for generative AI spending, KPMG found.

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Investments 255

Nerd's Eye View

JULY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that at a time when employee retention has heightened importance for advisory firms given the ongoing competition for advisor talent, recent studies indicate that factors such as firm culture and leadership, as well as providing advisors with a sense of autonomy, can play important roles in building advisor loyalty to the firm.

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Tax Planning Leadership Communication Accounting 75

Bank of the West

JULY 11, 2024

At BMO we’re always looking for ways to improve the customer experience for our clients. And that work is getting recognized; we’re the first bank in Canada and the U.S.… Read more The post BMO’s Online Banking for Business Design Concept Wins 2024 Red Dot Award appeared first on About BMO.

Banking 59

Banking 59

CFO News

JULY 12, 2024

The CBIC issues a new guideline for taxpayers to address outstanding dues until the GSTAT is functional. Payments can be made via electronic liability register with an undertaking to avoid recovery proceedings.

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Gearing up for 2025 annual planning? Our latest eBook from the Operators Guild is your ultimate guide. Discover real-world solutions and best practices shared by top CFOs, drawn directly from discussions within OG’s vibrant online community. Learn from senior executives at high-growth tech startups as they outline financial planning strategies, align CEO and board goals, and coordinate budgets across departments.

Startups

CFO Dive

JULY 8, 2024

The May theft of over $300 million worth of bitcoin from Japanese cryptocurrency exchange DMM Bitcoin is the largest digital currency heist so far this year.

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Currencies 235

Nerd's Eye View

JULY 11, 2024

Meaningful communication is crucial to building strong, durable relationships, and asking effective questions is an essential part of facilitating impactful conversations. Being able to initiate and lead those conversations has become an important aspect of any financial advicer's skill set , but for many, it's one that isn't always as straightforward or easy to learn … particularly for advicers who might be happiest when nerding out with spreadsheets and flowcharts!

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Communication Planning 75

CFO Share

JULY 12, 2024

Did your partnership setup buy-out life insurance policies to ensure a clean buy-out? Thanks to the US Supreme Court’s ruling in Connelly v. United States , you need to rethink that strategy or face surprise taxes. Buy-out life insurance worked by a company insuring the life of its partners. If that partner passed, the policy pays the company which is contractually bound to repurchase the shares of the deceased partner.

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CFO Plans

JULY 12, 2024

In today’s dynamic manufacturing landscape, staying competitive requires embracing innovation and efficiency. One powerful way to achieve this is by leveraging SaaS-based accounting software. This cloud-based solution revolutionizes financial operations, streamlining everything from inventory management to cost tracking. Discover how CFO Plans can transform your manufacturing business.

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Manufacturing CFO Accounting Financial Reporting 52

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Finance