CFO Dive

JUNE 21, 2023

CFO Nancy Erba dishes on how she strives to lead by example when it comes to women in the workplace.

CFO 279

CFO 279

Future CFO

JUNE 18, 2023

How many enterprise technology purchases did you regret? According to a Gartner survey, 60% of technology buyers involved in decisions to renew or expand “as-a-service” agreements regret nearly every purchase they make, a 6% increase from 2020. These feelings of regret are largely driven by the challenges of buying technology with distributed buying teams and funding, the advisory firm noted.

Technology 52

Technology B2B Communication Numbers 52

CFO Dive

JUNE 21, 2023

Just over three months after SVB Financial Group was closed by regulators, at least four proposed class actions have been filed against the firm and its former top executives.

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CFO Simplified

JUNE 21, 2023

What happens when you combine an overworked CFO / office manager, a lack of assigned administrative responsibilities, and an old and complex equity distribution spreadsheet? Important partner payments become chaotic, rushed and often riddled with errors. A mid-sized law firm with 15 partners and 30 attorneys suffered from a case of “who was doing what.

CFO 52

CFO Accounting Finance Planning 52

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 News

JUNE 20, 2023

Business decisioning data and analytics service provider Dun & Bradstreet India had analysed the confidence of CFOs in financial and macro-economic on the basis of 12 key parameters.

Economics 98

Economics 98

The Reformed Broker

JUNE 20, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Rude Awakening – “If second half growth doesn’t re-accelerate as expected, investors are in for a rude awakening” ►Everything is Up – “Check yourself.

Finance 67

Finance Investments Marketing 67

The Reformed Broker

JUNE 17, 2023

Please read this from Michael Santoli: Just as the depth of despond evident in investor-sentiment gauges around Labor Day was out of proportion to what the market and economy had been doing, the volume of cheer engendered by this four-week, 9% rally looks to be running at least a bit ahead of what has, after all, been a marginal upside exit from a long, grinding trading range.

Marketing 140

Marketing Finance 140

CFO Dive

JUNE 20, 2023

The survey’s findings dovetail with a number of recent reports that are revealing flagging business and consumer confidence in a number of corners of the economy.

Numbers 293

Numbers 293

Navigator SAP

JUNE 23, 2023

Technology advancements change the way business is performed. At first, they are used by market leaders to drive improved efficiency, then they are used by the rest of the business community to keep up with those market leaders. Examples of this tech advancement include the introduction of computers for business and the emergence of the internet.

Technology 217

Technology Marketing Planning 217

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.

Accounting

Barry Ritholtz

JUNE 17, 2023

This week, we speak with Gretchen Morgenson, senior financial reporter for the NBC News investigative unit. A former stockbroker and alumna of the New York Times and Wall Street Journal, she won the Pulitzer Prize in 2002 for her “trenchant and incisive” reporting on finance. She (and coauthor Joshua Rosner) recently published “ These Are the Plunderers: How Private Equity Runs―and Wrecks―America.

Economics 129

Economics Investments Financial Reporting Finance 129

Tips Watch

JUNE 22, 2023

By David Enna, Tipswatch.com The Treasury just announced results of its $19 billion offering of a reopened 5-year TIPS, CUSIP 91282CGW5, and investors should be pleased. This 4-year, 10-month Treasury Inflation-Protected Security got an auctioned real yield of 1.

Treasury 125

Treasury Securities Investments 125

CFO Dive

JUNE 20, 2023

Employees who worked remotely before the pandemic continue to be 8% less productive than their peers who worked in the office before the onset of COVID-19, the New York Fed found in a case study.

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Navigator SAP

JUNE 22, 2023

While recognizing the valuable benefits of ERP solutions is important, selecting the right manufacturing ERP can be complex, particularly where businesses require software with specific functionality to address inefficiencies within a defined production technique. However, this complex decision can be resolved by pinpointing those ERPs aligned with the manufacturing approach, such as ERP software for mixed-mode manufacturing.

Manufacturing 130

Manufacturing 130

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

Barry Ritholtz

JUNE 21, 2023

“It is difficult to get a man to understand something when his salary depends upon his not understanding it…” – Upton Sinclair Since the financial crisis, we have seen repeated attempts at attacking indexing all of which have failed — both legislatively and in terms of investors voting with their dollars. Recent attempts – see this , this , this , and this – have similarly failed to persuade investors of the evils of indexing.

Investments 123

Investments Numbers Marketing Accounting 123

Tips Watch

JUNE 18, 2023

By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer $19 billion in a reopening auction of CUSIP 91282CGW5, creating a 4-year, 10-month Treasury Inflation-Protected Security.

Treasury 125

Treasury Securities Investments Banking 125

CFO Dive

JUNE 19, 2023

Companies’ reliance on manual, rather than automated, business-to-business fraud prevention measures is providing an opening for scammers, according to Trustpair CEO Baptiste Collot.

Securities 288

Securities B2B 288

Navigator SAP

JUNE 20, 2023

The right manufacturing software for mixed-mode production will vary from the best ERP software for make-to-order manufacturing because the combination of custom-made and batch-production processes requires a different approach.

Manufacturing 130

Manufacturing 130

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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.

Reconciliations

Barry Ritholtz

JUNE 22, 2023

Source: FRED Wealth disparities get ever more lopsided the higher up the economic strata you climb; there is more disparity with the top 1% than the top 10%, but the biggest spreads are at the top 0.1% (and above). Consider the chart at top, created by Invictus via FRED. It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ).

Economics 120

Economics Numbers 120

CFO News

JUNE 20, 2023

The asset quality of Scheduled Commercial Banks (SCBs) has been improving steadily over the years across all major sectors. The Gross Non Performing Assets (GNPA) ratio has decreased from 8.2 per cent in March 2020 to a seven-year low of 5.0 per cent in September 2022, the finance ministry report said.

Banking 105

Banking Finance 105

CFO Dive

JUNE 23, 2023

While IRS return-processing backlogs persist, a report found evidence that the outlook is brightening when it comes to the responsiveness that CFOs and tax preparers can expect.

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Navigator SAP

JUNE 18, 2023

Choosing ERP software for mixed-mode manufacturing will necessarily differ from the most suitable ERP for custom manufacturing because these enterprise-wide software tools must be designed for the specific production techniques you deploy.

Manufacturing 130

Manufacturing 130

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

Sales

Barry Ritholtz

JUNE 23, 2023

My end-of-week morning train WFH reads: • What Was Nate Silver’s Data Revolution? Silver, a former professional poker player, was in the business of measuring probabilities. Many readers mistook him for an oracle. ( New Yorker ) • Boaz versus BlackRock: the fight over closed-end funds : Saba founder says he never planned to be an activist investor.

Auditing 109

Auditing Economics Investments Planning 109

Nerd's Eye View

JUNE 20, 2023

Welcome back to the 338th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Tony Hixon. Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households. What's unique about Tony's journey, is how the tragic death of his mother just 6 months after she retired, made Tony realize that even though retirees may be prepared fin

Leadership 98

Leadership Planning 98

CFO Dive

JUNE 23, 2023

Hunter Paletsas will take the organization’s financial reins as the media and entertainment industry deals with major challenges including inflation, the ongoing writers strike and the impact of generative AI.

Entertainment 260

Entertainment Finance 260

CFO News

JUNE 22, 2023

​​Three board members have also exited the company as the once pioneer education startup sees a major decline in valuations and investors showing reservations in further funding over corporate governance issues. Byju's, however, denied the resignations of board members.

Valuation 97

Valuation Education Startups 97

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.

Marketing