CFO Dive
NOVEMBER 20, 2023
While the world is dreaming of big problems AI might solve, business leaders should look to use the technology to address specific company pain points, writes Vic.ai’s Anand Desai.
The Reformed Broker
NOVEMBER 20, 2023
“Armed to the teeth.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a rival advisor. The ability to show a prospective client this level of transparency on taxes, fees, allocation decision-making, etc.
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The Finance Weekly
NOVEMBER 20, 2023
AI is , transforming the finance sector, especially in financial planning and analysis (FP&A). Using machine learning algorithms is crucial to make FP&A functions more responsive, insightful, and efficient. Why Should FP&A Leaders Consider to Integrate AI? FP&A leaders experience , significant advantages when they embrace AI. From improved accuracy to gaining a competitive edge.
Barry Ritholtz
NOVEMBER 20, 2023
Most people don’t know that it is the editors, not the writers, who craft headlines. This should be common knowledge among media consumers (but it’s not). Perhaps this is why well-written articles are often skewed or even undone by clickbait headlines. Case in point: Wall Street’s ESG Craze Is Fading As the article points out, “investors withdrew more than $14 billion from sustainable funds this year” after weak performance traced in part to higher interest rates.1 But the article also points o
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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CFO Selections
NOVEMBER 20, 2023
A new breed of finance professionals is emerging, known as fractional CFOs." In the ever-evolving world of finance and business, the role of the Chief Financial Officer (CFO) has undergone significant changes. Gone are the days when CFOs were primarily responsible for managing a company's finances in a traditional 9-to-5 role. Today, a new breed of finance professionals is emerging, known as fractional CFOs.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Future CFO
NOVEMBER 19, 2023
There are several top M&A trends in 2004, according to advisory firm Gartner. These top M&A trends in 2024 include unlocking technology M&A opportunities amidst macroeconomic ambiguity; using artificial intelligence (AI) to improve M&A processes; acquiring AI-based businesses; and navigating an increasingly complex regulatory environment.
CFO News
NOVEMBER 20, 2023
Witnessing a record level of digital transactions through UPI and one of the highest levels of GST collection, the Indian economy saw a cheerful month of October. With the festive season boosting the domestic demand, the world looks up to India for its positive GDP growth.
CFO Dive
NOVEMBER 20, 2023
The economy will likely shrink in coming months and end 2024 with just lackluster growth, the Conference Board said.
Navigator SAP
NOVEMBER 24, 2023
Businesses need a centralized backend system for efficiently conducting operations, which is why enterprise resource planning solutions (ERP) have become the standard kit for all but the smallest firms.
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.
Barry Ritholtz
NOVEMBER 22, 2023
We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s look at the coincident indexes in all 50 states over the past 3 months, via the Federal Reserve Bank of Philadelphia (October 2023). Note: I have been occasionally eyeballing this map since 2008 , and it does a good job of showing the overall trend of the economy (on an obvious lag).
CFO News
NOVEMBER 22, 2023
Delving into the fervor of cricket World Cup, seasoned finance expert Robin Banerjee extracts business insights. From embracing unpredictability to deciphering psychological strategies, he uncovers invaluable lessons, linking the cricketing arena to the dynamic world of business and finance.
CFO Dive
NOVEMBER 20, 2023
In coming years, generative AI will be “table stakes” for all forward-looking finance teams, according to a McKinsey AI guide for CFOs.
Nerd's Eye View
NOVEMBER 24, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with those for investment advisers, but also raises questions about the comparative roles and regulations for the two groups.
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.
Barry Ritholtz
NOVEMBER 23, 2023
My Turkey Day reads: • The Wild World Inside Your Gut : We tackled everything from heartburn, stress, spicy foods and colon cleanses to antibiotics and more. So grab a kombucha, get comfortable and read on for everything you’ve wanted to know about the wild world inside your gut. ( New York Times ) • These People Are Responsible for Thanksgiving’s Most Polarizing Food : How did a berry synonymous with one day of the year become the crown jewel of a billion-dollar business cooperative?
CFO News
NOVEMBER 22, 2023
The introduction of faceless scrutiny assessment for Goods and Services Tax (GST) returns may be delayed, according to a senior official. This system involves no direct interaction or physical document submission between tax officers and assesses. Initially introduced by the Income Tax department, it was later extended to Customs.
CFO Dive
NOVEMBER 22, 2023
Consumer sentiment sagged this month, a survey showed, bolstering forecasts that holiday sales and consumer spending will decline in coming weeks.
Nerd's Eye View
NOVEMBER 20, 2023
As marketing and prospecting processes become increasingly digital for financial advisors, many prospective clients learn about advisors and what they offer not from an introductory call, webinar, or speaking event but from the advisor's website itself. Talking about money is often highly personal and can leave individuals feeling vulnerable, so choosing who to serve in such a high-trust role as a financial advisor can have immense stakes.
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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.
Barry Ritholtz
NOVEMBER 21, 2023
My Two-for-Tuesday morning train WFH reads: • The Share of Americans Who Are Mortgage-Free Is at an All-Time High : Almost 40% of US homeowners own their homes outright as of 2022—many of them baby boomers who refinanced when rates were low. ( Businessweek ) see also Why Your Office Space Continues to Shrink : Despite more than a billion square feet of empty office space in the US, a return to roomier layouts and private offices does not seem to be in the cards. ( Bloomberg ) • Satoshi Is Black
CFO News
NOVEMBER 24, 2023
India managing partner Bharat Dhawan says after the combination with US firm Forvis, Mazars overall would become a global network of about $5 billion in revenue, resulting in significant revenue for Mazars India.
CFO Dive
NOVEMBER 22, 2023
Zoom is one of many companies that have been betting heavily on the future of artificial intelligence following the rapid rise OpenAI’s ChatGPT service.
Nerd's Eye View
NOVEMBER 21, 2023
Welcome back to the 360th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Suzanne Powell. Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. What's unique about Suzanne, though, is how she grew to more than $100M of AUM by intentionally organizing her schedule from month to month throughout the year, cl
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
Tips Watch
NOVEMBER 19, 2023
Note: The auction will close Tuesday at 1 p.m. because of the Thanksgiving holiday. By David Enna, Tipswatch.
CFO News
NOVEMBER 24, 2023
The order came after NFRA received a letter from Sebi regarding the financial irregularities committed by the company. Thereafter, the regulator initiated action to investigate into professional or other misconduct of the statutory auditor of MIIL.
CFO Dive
NOVEMBER 20, 2023
Anastasiya Pasterick will leave the EV maker after a half-year stint in the top financial seat to take a CFO role at aerospace firm Universal Hydrogen.
Nerd's Eye View
NOVEMBER 22, 2023
For all of the myriad ways financial advisors can structure and run their practices, firm owners generally encounter similar stages in the development of their firms. At some point, solo advisors will need to decide whether to increase their headcount, and an ensemble practice may later evolve into a centralized brand with significant enterprise value.
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.
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