Barry Ritholtz

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

Forecasting 131

Forecasting Economics Marketing Investments 131

CFO Leadership

DECEMBER 31, 2022

Today, finance teams are increasingly being called upon to help their businesses become more resilient to withstand any challenges that come their way. The more things change, the more finance teams must remain flexible, increase speed, and find ways to overcome uncertainty. What does it take to build resiliency in finance? You must ask questions, find answers, and rally stakeholders behind your plans.

Finance 52

Finance Accounting Leadership CFO 52

CFO Dive

JANUARY 3, 2023

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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CFO News Room

JANUARY 4, 2023

In a tight labor market, especially when news of large and small-scale layoffs continues to proliferate, it might seem inadvisable to look for a new job if you’re employed. But if you’re not engaged in your work, that will eventually show, which could put your career at risk. Once you realize you’re spending 40 hours weekly feeling unfulfilled, it’s always better to control your destiny than wait for others to decide your fate for you.

Problem Solving 130

Problem Solving Leadership Economics Numbers 130

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

The Reformed Broker

JANUARY 3, 2023

If you’re a financial advisor or a fund manager and you weren’t down 20% last year, you won, basically. The S&P fell into a 20% bear market while the Nasdaq crashed almost 40%. Bonds were down double digits as an asset class. International stocks, while outperforming the US and not down as much, were still down a lot. Except for Turkey, which inexplicably doubled last year – here’s the TUR ETF, The post Think you have it bad?

Marketing 117

Marketing 117

CFO Dive

JANUARY 4, 2023

The new 1% excise tax on share buybacks — effective Jan. 1 — threatens to ding special purpose acquisition companies as the SPAC market has all but dried up.

Marketing 257

Marketing 257

Jedox Finance

JANUARY 3, 2023

Financial planning and analysis (FP&A) is evolving into a whole new area of influence with cross-departmental and cross-dimensional impact. Accurate, frequent, and integrated business planning is crucial as geopolitical tensions, worldwide inflation, and supply chain disruption continue to reshape the global economy. We have identified 7 FP&A trends that are top of mind here at Jedox and with our customers and Partners around the world.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Forecasting Planning Finance 98

Embark With Us

JANUARY 3, 2023

Hurricane Ian. Relentless wildfires in the west. Floods, earthquakes, and drought. As much as we hate to say it, we're not lacking for natural disasters these days, and relief doesn't appear to be on the horizon.

Accounting 98

Accounting 98

CFO News

JANUARY 4, 2023

On the professional front, CFOs resolve to make businesses more resilient.

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Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

CFO Dive

JANUARY 6, 2023

As finance leaders grapple with labor shortages and talent woes, establishing a strong culture of performance management is key, a Stanton Chase executive says.

Finance 332

Finance 332

Barry Ritholtz

JANUARY 2, 2023

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

Startups 138

Startups Accounting Banking Technology 138

CFO News Room

JANUARY 6, 2023

Picture this: You’re the proud CEO of a successful company, known for being a great place to work, and you open the news to find that your biggest competitor’s workforce is unionizing. You knew about the new wave of organized labor, but you never thought it would happen in your industry. Now you start to wonder if you might be next. It’s a reasonable concern.

Communication 130

Communication Construction Leadership Education 130

Navigator SAP

JANUARY 5, 2023

Enterprise resource planning (ERP) solutions are popular among organizations looking to manage their business functions and optimize business processes within a centralized and integrated network.

SAP 130

SAP Planning 130

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

CFO Dive

JANUARY 6, 2023

Fed efforts to curb inflation, an imbalance in the demand and supply of workers and clarification of accounting standards are among the CFO trends this year.

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CFO Accounting Standards Accounting 289

Barry Ritholtz

JANUARY 5, 2023

Source: Reddit. The post Stocks That Lost the Most Market Cap in 2022 appeared first on The Big Picture.

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Marketing Investments 126

CFO News Room

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Where investing your small nest egg and adding to it regularly can lead to significant returns over time, stuffing $2,000 to $3,000 in cash under your mattress can mean losing money to inflation over time. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investments 130

Investments Accounting Finance Healthcare 130

Navigator SAP

JANUARY 3, 2023

Each business and its processes are different. So, it’s unlikely that the same management software will be appropriate for all businesses. This is why developers came up with the idea of designing enterprise resource planning (ERP) software that responds to the unique needs of a business while staying on budget.

SAP 130

SAP Budgeting Planning 130

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

CFO Dive

JANUARY 3, 2023

The interim guidance gives tax preparers some key directions for interpreting the 15% Corporate Alternative Minimum Tax. But more questions remain, experts say.

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Barry Ritholtz

JANUARY 6, 2023

Source : Bloomberg Billionaires Index. I was in the midst of my analysis of how the Fed would react to softening wage gains in the NFP data, when the markets exploded 2.5% higher. The Fed is very concerned that the perennially underpaid median worker has been seeing wage increases. The past few years follows 3 decades of lagging income. It kinda killed my motivation to write yet another pierce discussing Fed actions.

Marketing 124

Marketing 124

CFO News Room

JANUARY 6, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) has received significant pushback from investment adviser and financial industry trade groups to the regulator’s recent proposal that would establish formalized due diligence and monitoring obligations for investment advisers that outsource certain advisory functions.

Practice Management 130

Practice Management Auditing Planning Investments 130

Global Finance

JANUARY 2, 2023

Private debt funds, asset-based financiers and family offices fill the gaps left by traditional bank lenders.

Banking 116

Banking 116

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

CFO Dive

JANUARY 3, 2023

The PCAOB has stirred up criticism since SEC Chair Gary Gensler shook up its leadership and called for sharper regulation of the firms that audit public companies.

Budgeting 278

Budgeting Auditing Leadership 278

Barry Ritholtz

JANUARY 4, 2023

The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing signs of local distress revealed in the midwest, and lots of softness elsewhere. As detailed here , over the past month, the SCI indicies increased in 30 states, decreased in 13 states, and remained stable in seven, for a one-month diffusion index of 34.

Forecasting 116

Forecasting Economics Numbers Banking 116

CFO News Room

JANUARY 6, 2023

As 2022 closes and 2023 begins, we spoke with the members of our senior sales team for the construction industry to get their thoughts on the challenges construction companies will face in the new year. These four gentlemen, Brad Bullock, Justin Mock, James Seela, and Tom Tornee have over 85 years of combined experience in the construction industry, and over 35 years with CCG (that’s a lot of experience).

Construction 130

Construction Economics Forecasting Finance 130

Global Finance

JANUARY 2, 2023

Corporates and banks face a tight deadline to finalize migration from Libor.

Banking 105

Banking 105

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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.

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