CFO Dive

AUGUST 27, 2024

Every transformation should include a robust and detailed business case with defensible and realistic numbers, writes ISG’s Jon Lightman.

Budgeting 343

Budgeting Numbers 343

Nerd's Eye View

AUGUST 26, 2024

For most of its history, the financial advice industry has been very slow to change. Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.

Communication 54

Communication Concentration Leadership Planning 54

CFO Selections

AUGUST 28, 2024

Executive Summary: Changes happen. Sometimes they come quickly and abundantly. Business executives rely on their Finance Teams to be in front of changes, especially when the impact is big. By proactively preparing for GAAP changes, CFOs can position their business for success. Staying informed, collaborating with experts, assessing the impact, and effectively implementing changing standards are essential to maintaining a smooth-running business operation.

Accounting 52

Accounting GAAP Compliance CFO 52

Bank of the West

AUGUST 28, 2024

Since the 1920s, Chicago’s historic Bronzeville neighborhood has been a hub of Black culture and commerce. Today, revitalization efforts are creating opportunities for entrepreneurs and championing economic growth. Renowned for… Read more The post Revitalizing Bronzeville: growing resilient Black small businesses appeared first on About BMO.

Economics 59

Economics 59

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

Navigator SAP

AUGUST 26, 2024

If you are a smaller growing Life Sciences company looking for a suite-in-a-box ERP system that supports Manufacturing, there is an SAP system option ready for you.

SAP 130

SAP Manufacturing 130

Future CFO

AUGUST 26, 2024

Amid continued experimentation, increased investment, and early enthusiasm, there is a growing need to demonstrate the value of generative artificial intelligence initiatives, according to Deloitte. The third quarterly edition of the Deloitte AI Institute's "State of Generative AI in the Enterprise" report revealed that data and risk remain key challenges to scaling Generative AI.

Investments 102

Investments Securities Technology CFO 102

Fox Corporate Finance

AUGUST 27, 2024

FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 07/2024”. The Monitor is a monthly published overview of venture capital trends in. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – USA – 07/2024 published appeared first on FCF Fox Corporate Finance GmbH.

Healthcare 52

Healthcare Corporate Finance Finance 52

Focus CFO

AUGUST 26, 2024

We were delighted to have been asked to contribute to the inaugural issue of The Financial Executives Networking Group, Inc. (The FENG) 's new Financial Executives Journal. The first issue asks industry leaders to discuss the role of AI in finance. Our team shares their thoughts on AI's place in the CFO role , and how it can enhance, but not replace, the strategic work of the CFO.

CFO 52

CFO Leadership Compliance Communication 52

CFO Thought Leader

AUGUST 27, 2024

Inside The Mentoring Round , CFO Clemente Cohen highlights the importance of being opportunistic and adaptable when dealing with data, noting that sometimes 80% accuracy is sufficient if it allows for timely decision-making. On a personal note, Cohen shared his passion for fly fishing, a solitary hobby that contrasts with his high-energy professional life.

CFO 52

CFO Finance Numbers 52

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

CFO Dive

AUGUST 27, 2024

The Maryland-based bitcoin miner is pivoting to tap its power infrastructure to serve high-performance data centers that companies need to run AI systems.

CFO 325

CFO 325

Navigator SAP

AUGUST 30, 2024

Despite what software vendors think, there’s a balance between having the latest features and continuing to use what works even if it is an older solution. Software is a tool for getting something done and not the goal itself for most businesses. But with every piece of software that is used by a business, there does come a time when updating legacy software makes sense.

SAP 202

SAP 202

Musings on Markets

AUGUST 28, 2024

It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to ChatGPT on November 30, 2022. While ChatGPT itself represented a low-tech variation of AI, it opened the door to AI not only as a business driver, but one that had the potential to change the way we work and live.

Valuation 114

Valuation Construction Investments Numbers 114

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. His resume includes various senior roles at major firms like State Street, HSBC, Northern Trust and BNP Paribas. By 2022, Adams arrived at First Abu Dhabi Bank (FAB) where he oversees the bank’s international client base of global custodians, broker dealers and private banks.

Concentration 105

Concentration Investments Securities Finance 105

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

AUGUST 28, 2024

The AI server maker delayed its 10-K as experts partly blame a recent spike in tardy annual reports on the accounting talent shortage and increased regulation.

Accounting 300

Accounting 300

CFO Talks

AUGUST 29, 2024

The Essentials of Treasury Management in Modern Businesses In today’s fast-paced world, managing a company’s money isn’t just about paying bills and keeping the lights on. It’s about making sure the business stays financially healthy and ready for whatever comes its way. As a CFO, you’re at the helm of this important task. Let’s break down the essentials of treasury management in a way that’s practical and easy to apply.

Treasury 93

Treasury Cash Flow Forecasting Foreign Exchange Currencies 93

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 93

Technology Compliance Securities Planning 93

Barry Ritholtz

AUGUST 28, 2024

Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.

Investments 67

Investments Numbers Advertising 67

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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

CFO Dive

AUGUST 27, 2024

A Conference Board report Tuesday highlighting improving consumer confidence aligns with a similar survey in early August by the University of Michigan.

Marketing 305

Marketing 305

CFO Talks

AUGUST 28, 2024

Navigating South Africa’s Reporting Maze: What Every CFO Needs to Know Navigating the complex landscape of regulatory reporting in South Africa can be daunting, especially for CFOs who bear the responsibility of ensuring compliance while also driving strategic financial decisions. The requirements are not just a matter of ticking boxes; they have significant implications for the transparency, credibility, and sustainability of an organisation.

CFO 83

CFO Auditing Compliance IFRS 83

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 84

Technology Compliance Securities Planning 84

CFO News

AUGUST 30, 2024

Indian conglomerates face a significant talent shortage which could impact expansion plans and growth. Key sectors like automobile, health, real estate, and construction are the worst hit. Companies like Tata Motors and L&T are investing in training programs to bridge the skill gap and equip their workforce with new-age skills.

Planning 68

Planning Construction Investments 68

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

CFO Dive

AUGUST 27, 2024

The CFO’s role has blended with that of a chief operating officer’s typical responsibilities, Trintech CEO Darren Heffernan said.

CFO 300

CFO 300

Future CFO

AUGUST 28, 2024

Jeanne Boillet , EY Global Accounts Committee Assurance Lead, weighs in with her experience as an auditor, on GenAI, cybersecurity, climate risk and data. First published on Youtube. The post Assessment on AI from an auditor appeared first on FutureCFO.

Accounting 59

Accounting 59

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust services.

Benchmarking 69

Benchmarking Communication Investments Numbers 69

CFO News

AUGUST 27, 2024

India would soon become the third largest economy in the world, Union Information and Broadcasting, Railways, and Electronics and Information Technology Minister Ashwini Vaishnaw said on Tuesday.

Technology 59

Technology 59

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