Nerd's Eye View

JULY 26, 2023

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client. However, there is no standard style of what is included in these plans, and as financial planning software has gotten more sophisticated and capable over time, "The Plan" has gotten longer and longer with addit

Planning 98

Planning Communication Technology 98

CFO Dive

JULY 25, 2023

The Federal Reserve is widely expected to raise the benchmark rate again this week. Finance executives must adjust their strategies, PwC’s Wes Bricker asserts.

Benchmarking 245

Benchmarking Finance 245

CFO News

JULY 24, 2023

In an interaction with ET CFO, Ashutosh Khanna, Co-Founder and Director, Executive Search and Talent Advisory Company WalkWater Talent Advisors said CFO hirings are no longer confined to basic structural demands of accounts preparations and submission, and IPO-related works in case of listing.

CFO 52

CFO Accounting 52

CFO Dive

JULY 26, 2023

Fraud and missing information are some of the culprits behind prompt processing of invoice payments, Versapay CFO Russell Lester said.

Accounting 246

Accounting Invoicing CFO 246

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.

CFO

Barry Ritholtz

JULY 25, 2023

Over the weekend, I noticed someone was wrong on the internet. Anthony Pompliano is a crypto fan who has amassed a huge (1.6 million) following on Twitter. As the Tweet (X?) above shows, he made a newbie error looking at the performance of the S&P500: He left out dividends, thereby omitting most of the returns. I replied 1 to the tweet, politely pointing out that my colleague Ben Carlson had previously explained that “since 1928, equity market returns including dividends are 70% higher than

Accounting 98

Accounting Economics Finance Investments 98

Barry Ritholtz

JULY 26, 2023

One of the more foolish arguments 1 that seem to be emanating from the Fed about their intention to raise rates another quarter point today: The 2% inflation target that has been in place pretty much the entire post-financial crisis era. There is no empirical evidence showing 2% is the optimal long-run inflation target, given the Fed’s dual mandate of price stability and maximum employment.

Economics 98

Economics Numbers Marketing Investments 98

Centage

JULY 25, 2023

Businesses across numerous industries use Microsoft Excel spreadsheets to accomplish a wide range of tasks, including bookkeeping, accounting, and project management. Excel formulas can make performing simple calculations easy and automatic. Though some businesses rely on Excel for budgeting and financial management needs, the software has some notable disadvantages that may make it a less-than-optimal solution for your business.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

CFO News

JULY 26, 2023

India was ahead of the world when it introduced Mandatory Audit Firm rotation through the Companies Act 2013 in Fiscal 2018. Korea has taken it further with this Auditor Designation System from Fiscal 2019.

Auditing 98

Auditing 98

CFO Dive

JULY 28, 2023

AI in particular has caught CFOs’ eyes as a potential game changer in a number of areas, including content creation and summarization, according to Grant Thornton.

Numbers 246

Numbers 246

Advertiser: Paycor

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Navigator SAP

JULY 28, 2023

Business operates differently now. They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Most businesses that have grown beyond a handful of employees now use an enterprise resource planning solution (ERP) for running backend operations, with SAP the market leader of this crucial backend software.

SAP 130

SAP Technology Leverage Investments 130

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms seeing gains in clients and AUM per professional and a reduction in annual hours spent per client for operations and administration in the past 3 y

Benchmarking 98

Benchmarking Practice Management Securities Numbers 98

CFO News

JULY 27, 2023

Yet nine out of 10 CFOs plan to fund organic growth in 2023 at the same level or greater levels than 2022.

Planning 98

Planning 98

CFO Dive

JULY 25, 2023

Eva Boratto joins the Columbus, Ohio-based personal products maker — long a familiar storefront inside many retail properties — as it shifts away from malls.

CFO 246

CFO Retail 246

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

Investments

Global Finance

JULY 23, 2023

Global Finance Magazine - Sticky inflation, interest rate hikes, and Russia’s ongoing war in Ukraine are among the factors that will continue to chill IPO prospects.

Finance 98

Finance 98

Nerd's Eye View

JULY 25, 2023

Welcome back to the 343rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rita Robbins. Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 billion in assets under advisement. What's unique about Rita, though, is how as the founder of one of the first woman-owned Super-OSJs nearly 30 years ago, she has witnessed first-hand the evolution of the Supe

Compliance 98

Compliance Leadership Technology Sales 98

CFO News

JULY 27, 2023

In India, audit committees of companies are increasingly paying attention to the greater diligence needed. However, in many companies, the process followed continues to remain ad-hoc and at times lacks transparency. It is high time that they realize the criticality of their role in improving audit quality.

Auditing 98

Auditing 98

CFO Dive

JULY 25, 2023

While generative AI has potential, this “new generation of AI doesn't run well, at all, on the current computer infrastructure that banks have,” NVIDIA’s Malcom DeMayo said.

Banking 246

Banking 246

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.

Accounting

The Reformed Broker

JULY 24, 2023

The downloads for this episode as an audio podcast are among the fastest we’ve ever seen, with over 30,000 listens in the first couple of days and counting. This will go over 45,000 by week’s end. The YouTube video is on pace to do a similar number. Combine the two and you’re talking about one of the biggest audiences in finance for a podcast episode.

Finance 98

Finance Numbers 98

Nerd's Eye View

JULY 24, 2023

As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience and can appreciate some of the nuanced challenges that an industry outsider might not.

Practice Management 98

Practice Management Planning Financial Data 98

CFO News

JULY 24, 2023

Prakash possesses over two decades of professional experience and expertise in Investor Relations, Corporate Development, and Financial Transformation.

CFO 98

CFO 98

CFO Dive

JULY 27, 2023

With the messy task of closing hundreds of Bed Bath & Beyond stores poised to be completed this month, the home-goods retailer’s Holly Etlin reflects on her role as a kind of “uber CFO.

CFO 246

CFO Retail 246

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.

Accounting

Barry Ritholtz

JULY 27, 2023

My morning train reads: • Commercial Real Estate Is in Trouble, but Not for the Reason You Think : As far as weak spots go, there are reasons for concern. Offices comprise 80% of new delinquencies in commercial real estate loans, and occupancy rates in major cities consistently hover around 50% of capacity. But the towers we once commuted to comprise just a tiny fraction of the overall commercial real estate market.

Finance 97

Finance Investments Marketing Numbers 97

Nerd's Eye View

JULY 27, 2023

While many financial advisory firm owners have long-term goals that involve building a career based in a profitable and sustainable advisory firm, there are some firm owners who develop their firm as a means to explore and pursue other business endeavors. These firm owners may opt to take a backseat role in running the firm, yet must still entrust client relationships and firm management to their advisors and support team.

Prioritization 98

Prioritization Communication Planning 98

CFO News

JULY 25, 2023

Indian scheduled commercial banks have recovered around Rs 10 lakh crore from non-performing assets (NPAs) in the last nine financial years, according to the country's finance ministry. Minister of State for Finance Bhagwat Karad added that the Insolvency and Bankruptcy Code, 2016 and the Securitisation and Reconstruction of Financial Assets and Enforcement of Security Interest Act, 2002 have helped change the credit culture.

Banking 98

Banking Finance Securities 98

CFO Dive

JULY 25, 2023

The funds will be invested toward product development, growing the company’s team and accelerating its “go-to-market strategy,” according to Bunker CEO Shivom Sinha.

Startups 246

Startups Finance Investments Marketing 246

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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.

Reconciliations