Sat.May 27, 2023 - Fri.Jun 02, 2023

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902: Finding Your Fire | Celeste Ackert, CFO, Fairmarkit

CFO Thought Leader

Of all of the places future CFOs could have been employed in the late 1990s, the printing division of RR Donnelley might seem to have been among the least likely. However, what’s important to note is that this period predated the wide deployment of EDGAR, the database system that electronically automates the collection, validation, and acceptance of financial documents by the government’s SEC division.

CFO 52
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How Are You Protecting your Business?

CFO Simplified

Sometimes my work gets deep into Policies and Procedures and how they affect and protect businesses. And when I start talking about it, I can see the eyes of my clients and prospects glaze over. Yes, yes, they say, “I know, but I’m a small company”, “We run a lean staff,” or “I’m just getting started,” and “My staff has been here a long time, and I trust them completely.

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Trending Sources

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Five Things That Could Knock Nvidia Down

The Reformed Broker

Okay, it’s up 10,000% since May of 2013 and is now the best performing stock in America during the past decade. Everyone is obsessed. It’s the biggest story in the market this year. Cramer has now named a second family dog after it. Jensen Huang’s name is now in the mainstream alongside Bill Gates, Steve Jobs, Mark Zuckerberg, Jeff Bezos, Elon Musk.

Marketing 133
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Use case key in getting started with AI: Gartner analyst

CFO Dive

While generative AI holds immense promise, some use cases in the short term may be too risky without careful “stress testing,” says Gartner analyst Arun Chandrasekaran.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Prudential PLC CFO resigns amid recruiting conduct probe

CFO Dive

The Hong Kong, China-based insurer said its CFO “fell short” of the high standards that Prudential PLC sets and expects all of its colleagues to adhere to.

CFO 260

More Trending

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Finance Hiring Priorities | Sruthi Lanka, CFO, Public.com

CFO Thought Leader

CFO GUEST: Sruthi Lankla, CFO, Public.com CFO Sruthi Lanka: So public was a very young company, honestly, for the level of momentum that it had at the time that I joined. So it had only been started, uh, launched publicly as in its card form in September, 2019. So I had, I joined the company only a year later. So many of the finance functions were still pretty nascent.

CFO 52
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Visibility is key for protecting cash flow, Trovata CEO says

CFO Dive

A new treasury platform is using ChatGPT technology to give finance chiefs higher visibility into their cash flow.

Treasury 273
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CFO turned VC puts investment focus on discipline

CFO Dive

In this new venture environment, having a disciplined approach to scale is critical, former CFO turned VC partner Marc Stoll said.

CFO 254
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Are Labor Costs Driving Inflation? (No)

Barry Ritholtz

“Tight labor markets have raised concerns about the role of labor costs in persistently high inflation readings. Analysis shows that higher labor costs are passed along to customers in the form of higher nonhousing services prices, however the effect on overall inflation is very small. Labor-cost growth has no meaningful effect on goods or housing services inflation.

Economics 125
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

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How to Choose an ERP for Your Professional Services Company

Navigator SAP

Professional services companies are dynamic businesses because they are built around people and rely on a roster of diverse clients that change over time and have evolving needs. Managing a professional services business can be tricky, especially as it grows beyond its founder and a handful of consultants. That’s why many professional services firms use an enterprise resource planning solution on the backend for management and visibility.

Planning 221
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Amid Adani-Hindenburg row, SEBI proposes stricter disclosures for FPIs

CFO News

High-risk FPIs, holding more than 50% of their equity Asset Under Management in a single corporate group, would be required to comply with the requirements for additional disclosures, according to a consultation paper floated by the market regulator.

Marketing 105
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Chipmaker Broadcom joins generative AI gold rush

CFO Dive

The chipmaker projects revenues related to generative AI will double in the next year even as it faces questions of possible business "cannibalization" by the tech.

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Change Your Perspective

Barry Ritholtz

When confronted by a problem or challenge, it is useful to try and change your perspective. Merely shifting your frame of view by a few degrees can reveal what you may have missed in your initial viewing. This is very easy to do when you are looking through the viewfinder of a camera, but much more challenging when you are intellectually pondering a set of choices.

Valuation 122
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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The Personal Approach to Business - Startup Hustle Podcast

Navigator SAP

What is the importance of having a well-balanced business and personal life? How does a personal approach in business help you succeed? What is more personal than asking AI?

Startups 193
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Governance tripod: Accountants, professional accountants & government

CFO News

Finance veteran Robin Banerjee feels when a senior SEBI official says that CFOs are responsible for most of the frauds that have been witnessed in India, it is rather an unfortunate comment on the profession.

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Dwolla appoints new CFO following boost in partner ecosystem

CFO Dive

The cryptocurrency, bank and card network alum will take on Dwolla’s CFO chair as the company, which also appointed two new members to its board, looks to capitalize on rising A2A payments demand.

CFO 284
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MiB: John Hope Bryant, Operation Hope

Barry Ritholtz

 This week, we speak with entrepreneur John Hope Bryant , the founder and chief executive officer of Operation HOPE, which is the US’s largest not-for-profit provider of financial literacy and economic empowerment tools. Described as the “Conscience of Capitalism,” Bryant is also chairman and chief executive officer of John Hope Bryant Holdings , Bryant Group Ventures and The Promise Homes Company.

Economics 119
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Back to Basics with Reconciliations

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.

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How to Optimize Your Clinical Trial Supply Chain

Navigator SAP

The COVID-19 pandemic has highlighted problems in the clinical trial supply chain, necessitating a shift in the industry to keep up with the pressure to deliver quick results and market products faster. Clinical trials have become more complex, requiring larger volumes, shorter turnaround times, more procedures, and better documentation.

Marketing 150
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We are Austin-bound June 12th

The Reformed Broker

RWM is coming to Austin, TX June 12th-14th @Downtown with more detailsEmail us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing a whole bunch of my Ritholtz Wealth Management colleagues with me, including our financial planner in the area.

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Pay transparency cuts turnover risk — except for Gen Z

CFO Dive

Younger workers are less knowledgeable about how pay is determined and more likely to consider leaving a company if they are not being shown that they are valued, according to the Payscale report.

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10 Sunday Reads

Barry Ritholtz

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • We Want Them Infected : These ‘experts’ sold the U.S. on a disastrous COVID plan, and never paid a professional price. A painstakingly documented new book by Jonathan Howard, a neurologist at New York University and a veteran debunker of the pseudoscience contaminating our efforts to fight the pandemic.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

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ERP System Data Migration for Manufacturing

Navigator SAP

As you search for an effective Enterprise Resource Planning (ERP) system, you need to consider the available ERP system scalability options and its capacity to allow you to conveniently transfer data from your existing systems. Data migration during the implementation of ERP systems can be challenging if the new system doesn’t support some of the functionalities and features of the existing systems.

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We Are Ready For Prime Time

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Cathie Wood, and Downtown Josh Brown discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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Accessible tech advocate Haben Girma gets CFO audience

CFO Dive

Girma, the first blind and deaf woman to graduate from Harvard, is set to speak at Gartner’s 2023 CFO & Finance Executive Conference.

CFO 283
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10 Friday AM Reads

Barry Ritholtz

My end-of-week morning train WFH reads: • Wall Street Banks Are Using AI to Rewire the World of Finance : Lenders are experimenting with artificial intelligence. Not even Warren Buffett is sure what happens next. ( Bloomberg ) • The $1 Trillion Company That Started at Denny’s : AI made Nvidia the world’s most valuable chip maker. So did three guys sipping diner coffee and planning to conquer markets that barely existed. ( Wall Street Journal ) • Is Apple’s weird headset the future?

Education 109
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Solve Your Firm's Automation Complexities Once and For All

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.