Sat.Jan 07, 2023 - Fri.Jan 13, 2023

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Cognitive Load and the CFO

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus. You sit down at your desk with a fresh cup of coffee and every intention of tackling a complex task. Then your phone buzzes with a new text message. You glance at the growing total of unread emails in your inbox. A reminder for a Zoom call in 30 minutes pops up on your computer screen. All of us are susceptible to these digital distractions every minute of the day.

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The underlying tensions causing knowledge gaps for CFOs

CFO Dive

How to recognize and avoid the insight gaps keeping your company from reaching peak potential.

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Trending Sources

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11+ Best workforce management software for CFOs in 2023

Cube Software

Workforce management (WFM) involves the strategic planning , scheduling, and monitoring employee tasks and activities.

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How India Inc CFOs will spend on IT in 2023

CFO News

Finance heads will continue to increase their spending in key segments of information technology next year as digitalisation stays a strong investment theme for the Indian industry.

Finance 98
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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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What Makes Financial Advisors Happier: More Time Or More Money?

CFO News Room

While it may be easy to assume that having more money would make a person happier by opening consumption opportunities unavailable to those with less income, experienced advisors can likely identify many examples of high-income individuals who are unhappy with their lives. To provide a more holistic view, researchers have sought to assess whether increased income leads to greater happiness on two dimensions: emotional wellbeing (how an individual feels today) and evaluative wellbeing (how an ind

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Answers with Adam: Navigating CFO Pricing - A Video Walkthrough

Adam Kae

Answers with Adam: How does the pricing structure work at Adam Kae & Associates? CFO Adam: So the nice part about my pricing is I have one set of service with three ways to pay for it. So there's three pieces to my service. There's strategy sessions , there's biweekly calls and then there's strategy time for me to work in the background. It's the same across all three of my packages, the exact same level of service, but the way you pay for it is slightly different.

CFO 52
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How Can an ERP Create a Competitive Advantage?

Navigator SAP

If you want your organization to be agile and nimble, breaking down silos that inhibit collaboration and transparency should be a priority. One way to do this is with data-backed decision-making that enables you to better respond to evolving market conditions.

Marketing 130
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Providing Mortgage Advice In A Higher Interest-Rate Environment: Opportunities For Advisors To Add Value

CFO News Room

Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). But as the Federal Reserve has sought to raise interest rates this year to combat inflation, mortgage rates have reached higher levels not seen in more than 20 years, with 30-year fixed mortgages reaching an average of 6.9% in October 2022, tw

Planning 100
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Our FP&A salary & career field guide for 2023 strategic finance roles

Cube Software

So… it’s finally happened. You’ve decided to embrace your surgical attention to detail and spreadsheet prowess.

Finance 52
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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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CEOs brace for recession, CFOs eye costs

CFO Dive

C-suite leaders remain focused on weathering a coming recession, but slowing wage growth and inflation is sparking a shift in cost optimization strategies.

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Intelligent Process Automation: Understanding the Differences Between Automated Robotic Processing, Machine Learning and Artificial Intelligence

Navigator SAP

One reason that businesses move to ERP is for intelligent process automation. But this can be a nebulous term, often combined with vague buzzwords such as automated robotic processing, machine learning and artificial intelligence.

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Aligning Your Philanthropic Operating Model with Your Goals

CFO News Room

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most? What kinds of decision-making frameworks could help us have that greater purpose and impact?

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It Was In My Other Pocket

Corporate Finance

Have you ever been short on money and gone through your clothes, only to find a $20 bill that you had forgotten about? We are sure that you were relieved. The same thing just happened to cryptocurrency exchange FTX, which filed for bankruptcy back in November. FTX attorneys announced that the company had found $5 billion in cash, liquid cryptocurrency, and other liquid investments!

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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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M&A spurred share price gains during Q4: WTW

CFO Dive

Five trends in deal-making will likely unfold in 2023, including a focus on purchases less than $1 billion and on “friend-shoring” to reduce geopolitical risks to supply chains, WTW said.

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ERP Software for Medium Business

Navigator SAP

Whenever medium-sized businesses compete, chances are that there will be numerous big businesses able to stay ahead of the curve due to their size, budget, and history in the marketplace. The way for smaller businesses to outcompete the big guys is to streamline their operations and provide higher quality services at competitive prices.

Budgeting 130
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25 Ways to Earn Cash Quickly

CFO News Room

Even if you overcame financial issues caused by the pandemic, the last few years have made it difficult to “get ahead.” The statistics show that time and time again, consumers are struggling to make ends meet due to much higher prices across the board. A recent report by PYMNTS and LendingClub showed that 60% of American consumers have had to cut spending due to high inflation over the last 12 months.

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Why Inflation Has Been Falling…

Barry Ritholtz

It may surprise you to learn that during this cycle of falling inflation, there seems to be little correlation with rising Fed Rates. This is very counter-intuitive but it makes sense when you consider what an aberrational and unusual cycle this has been. Despite zero rates for a decade plus inflation was quite benign. it was only the combination of the global pandemic and lockdown, a massive fiscal stimulus, and a surge in demand for goods that have driven the 2020 to 2022 inflation.

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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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CFOs zero in on digital transformation

CFO Dive

Finance leaders are still prioritizing digital transformation even as they face economic headwinds.

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ERP Software for Customer Relationship Management

Navigator SAP

Enterprise resource planning (ERP) software for medium businesses —or businesses of any size—can play a major role wherever they’re used, and Customer Relationship Management (CRM) is no exception.

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Weekend Reading For Financial Planners (Jan 14-15)

CFO News Room

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry. In the advisor world, where noncompete agreements are fairly common, a ban on the practice could incentivize firms to reassess their employee value proposition and to consider ways to es

Treasury 130
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MiB: John Mack, Morgan Stanley CEO

Barry Ritholtz

This week, we speak with the legendary John Mack, former chief executive officer and chairman of the board at Morgan Stanley. He recently published a memoir of his life and 34-year tenure at Morgan Stanley, “ Up Close and All In: Life Lessons from a Wall Street Warrior.”. We discuss how he ended up on Wall Street because he needed a job when an injury ended his college football career and scholarship.

Treasury 120
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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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Ex-CFO of email security firm pleads guilty in $50M fraud scheme

CFO Dive

The former CFO of GigaTrust faces a maximum sentence of five years in prison for his role in a conspiracy to defraud investors and lenders, including by fabricating bank statements.

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ERP Software for Small Manufacturing Business

Navigator SAP

Enterprise Resource Planning software, or ERP, is a critical tool for manufacturing and distribution firms that want to obtain complete visibility into core business processes. Manufacturing involves a lot of processes, and ERP software such as SAP Business ByDesign helps in coordination and management of the many moving parts that contribute to a successful manufacturing business.

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The Disparate Effects on Company Values!

CFO News Room

In my last post , I discussed how inflation’s return has changed the calculus for investors, looking at how inflation affects returns on different asset classes, and tracing out the consequences for equity values, in the aggregate. In general, higher and more volatile inflation has negative effects on all financial assets, from stocks to corporate bonds to treasury bonds, and neutral to positive effects on gold, collectibles and real assets.

Treasury 130
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Inflation Comes Down Despite the Fed

Barry Ritholtz

CPI for December 2021 came in as expected , showing a decrease in core inflation is driven primarily by falling gasoline prices. Most in the media have credited the aggressive action by the Federal Reserve in helping to lower rates of inflation, but I have a decidedly different view: Inflation has come down not because of but despite the rate-increasing regime of the Federal Reserve.

Economics 117
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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.