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 289

CFO 289

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.

264

264

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: 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

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 299

Numbers 299

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

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!

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 130

Economics Investments Financial Reporting Finance 130

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 126

Treasury Securities Investments 126

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.

350

350

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: 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

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 124

Investments Numbers Marketing Accounting 124

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 298

Securities B2B 298

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

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

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 122

Economics Numbers 122

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 22, 2023

The funding will allow the company to scale its product innovation, including by “doubling down on AI,” according to CEO Anita Samojednik.

Startups 278

Startups CFO 278

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: 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 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 111

Auditing Economics Investments Planning 111

Nerd's Eye View

JUNE 23, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that amid a flurry of SEC-proposed rules for investment advisers, the Investment Adviser Association this week called on the regulator to assess whether the compliance burden these regulations would put on advisers outweighs the potential benefits and, if adopted, to consider rolling them out on a staggered basis to give advisers sufficient time to implement them.

Practice Management 98

Practice Management Compliance Investments Finance 98

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.

264

264

CFO News

JUNE 20, 2023

The biggest question facing all of us is – Can ChatGPT-like innovations make the world a better place to live, or will they destabilize mankind?

Accounting 98

Accounting 98

Advertisement

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