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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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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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 258

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 282
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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 257
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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 126
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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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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 244
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India’s GDP in Q4 rises to 6.1%, FY23 growth pegged at 7.2%

CFO News

The numbers indicate that the GDP growth in the fourth quarter of FY23 is better than what the RBI had expected at 5.1 per cent.

Numbers 111
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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 124
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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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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 230
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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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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 285
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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 121
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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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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 175
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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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Towards a better future with sustainable finance and ESG reporting

CFO Dive

CFOs have a leading role to play in the push for sustainability by turning to greener technologies and practices.

Finance 285
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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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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.

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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 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 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 111
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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?