Sat.Jul 16, 2022 - Fri.Jul 22, 2022

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What Are the Top Three Skills of a CFO?

CFO Simplified

At CFO Simplified, our President Larry Chester receives the same question over and over: “What does it take to become a great CFO?” Or, what about people who don’t themselves want to become a CFO, but perhaps are business owners looking to hire one permanently or on a fractional basis? What are the qualities that you should look for that will help guarantee success in that role to guide you as a senior financial executive in your company?

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Nearly one-third of workers plan to quit: Conference Board

CFO Dive

Many CFOs are raising wages in order to curb near-record attrition in a highly competitive labor market.

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What is the Difference Between On-premise and Cloud

Navigator SAP

As more and more businesses follow through on digital transformation projects, they are rethinking their attitudes toward their own IT departments and contemplating what business functions can be hosted in cloud environments. One of those areas being considered for the cloud is enterprise resource planning software (ERP), for example. SAP’s Business One and Business ByDesign are two of the most popular ERP software packages for small-to-medium businesses, allowing users to manage key business fu

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Accounting Solutions For Multi-Location and Multi-Entity Businesses

https://trustedcfosolutions.com/feed/

Multi-location and multi-entity businesses face unique problems when it comes to accounting. Some of the most common issues these businesses face include manual entry errors, decentralized payables, different currencies, inter-entity transactions, and taxation by location and country. As businesses grow, so does the accounting complexity, requiring a customized financial management system.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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The Role of Top-Down vs. Bottom-Up Business Budgeting in Modern FP&A

Centage

Business budgeting is a crucial factor with the ability to impact a business’ long-term success or failure. Along with providing important information regarding day-to-day operations, an accurate budget better enables companies to predict revenue, trim costs, and make decisions regarding expenditures and opportunities. Although there are multiple ways to craft a business budget, most companies use one of the following methods: a top-down budget or a bottom-up budget.

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Key Features of Modern ERP Platforms

Navigator SAP

One of the key considerations you must think about when streamlining your business operations is the adoption of an enterprise resource planning (ERP) system. This type of system helps you integrate all your business processes, tools, and resources for more business resilience, productivity, and agility. For you to achieve this objective, you need to choose the right ERP system.

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Say Good-Bye To QuickBooks With Sage Intacct

https://trustedcfosolutions.com/feed/

QuickBooks is recognized for being a great basic accounting tool, and it is used by a lot of small businesses because it is user-friendly and affordable. Still, it is not an accounting solution that can handle business processes apart from financials. It is not a full enterprise resource planning solution. If you struggle to run your business using just QuickBooks and an ERP suite, then it’s time to move on up to Sage Intacct so your business can get real-time insights across multiple enti

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What supply chain leaders must learn from the baby formula shortage

Anaplan

Supply chain leaders must learn from the baby formula shortage A chaotic 2020, packed with unprecedented disruptions, dramatic climate events, and the first major global healthcare crisis in a century, rocked supply chains everywhere. Consumer awareness of the supply chain and how it impacts our communities and daily lives erupted virtually overnight.

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C-suite savvy key to digital transformation success, McKinsey says

CFO Dive

Many top executives are underwhelmed by the pay-off from spending on digital transformation, including after building new digital businesses within their companies.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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How to Evaluate an ERP System

Navigator SAP

An enterprise resource planning (ERP) system is an important component of any forward-thinking organization because it helps to integrate and streamline processes for improved productivity and a better customer experience. With a reliable ERP system like the SAP Business ByDesign enterprise planning solution, you’ll have better control over important processes in your business to ensure that everything progresses smoothly and without delays.

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More needed to tackle R&D abuse and improve compliance, claims RSM

Accountancy Today

More is needed to tackle R&D abuse and improve compliance despite the improvements to legislation made as part of the Government’s Finance Bill, according to RSM UK. The new bill confirms that claims for R&D reliefs must be made digitally, due to come into effect for accounting periods beginning on or after April 2023. It said these digital claims will have to break the costs down across qualifying categories and provide a brief description of the R&D.

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These were the most read posts on the site this week, in case you missed it: The post This Week on TRB appeared first on The Reformed Broker.

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Most accountants suffer burnout: study

CFO Dive

A high level of chronic stress increases the rate of accounting error, prompting many companies to reopen their books after closing to fix mistakes.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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How ERP Helps in Supply Chain Optimization

Navigator SAP

In the current volatile business environment, supply chain management (SCM) is instrumental in accomplishing business growth. SCM plays a major role in determining your business’s financial stability—or lack of it. Therefore, you need to optimize your SCM by implementing a reliable enterprise resource planning (ERP) system in your business.

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One Four Nine expands into Scotland with latest acquisition

Accountancy Today

One Four Nine, an independent financial advice and fund management firm, has completed its fourth acquisition with the purchase of Glasgow-based APC Financial Solutions and Consultancy Services. . The move expands the group’s footprint into Scotland, increasing its assets under management (AUM) to approximately £650m across almost 2,000 clients and brings staff numbers to over 50.

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Zomergasten in het Lab: lectuurtips door Jeroen Delvoie

Corporate Finance Lab

‘[T]heologie in de plaats van seks en geweld. Zware kost’ Ter inspiratie voor onze zomerlectuur vroeg Corporate Finance Lab enkele BJ’s (bekende juristen) en vrienden van het Lab: (1) Welke boeken hebben u als jurist het meest gevormd ? en (2) Welke boeken neemt u straks mee op vakantie of beveelt u aan? Vandaag: Jeroen Delvoie, professor vennootschapsrecht aan de VUB en advocaat.

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Confidence among CFOs, accountants falls to record low: survey

CFO Dive

Rising operating costs and persistent supply chain bottlenecks clouded CFOs’ outlook during the three months ending in June.

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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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The Dark Side Of SPACs

Global Finance

At least 25 companies that merged with SPACs issued warnings indicating doubt about their potential viability and more than 35 corporations associated with SPACs are trading below Nasdaq’s $1 listing threshold.

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Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement

Nerd's Eye View

For many workers, a typical career entails a series of successive jobs over several decades, with the end goal of retiring and finally being able to ‘relax’ And while most breaks from work on the traditional path are limited to short vacations, there is a growing movement of individuals who want to take extended time off during their working years to take advantage of their health and opportunities that might not be available to them once they reach ‘normal’ retirement ag

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Zomergasten in het Lab: lectuurtips door Steef Bartman

Corporate Finance Lab

‘De rechtenfaculteit was een weldadige mix van uiterst progressieve docenten en traditionalisten.’ Ter inspiratie voor onze zomerlectuur vroeg Corporate Finance Lab enkele BJ’s (bekende juristen) en vrienden van het Lab: (1) Welke boeken hebben u als jurist het meest gevormd ? en (2) Welke boeken neemt u straks mee op vakantie of beveelt u aan?

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Recession likely to begin in first quarter 2023: Fannie Mae

CFO Dive

The Fed will probably succeed in slowing inflation but its withdrawal of stimulus may trigger a recession early next year, economists said.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Canary in the Coal Mine

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Shannon Saccocia, and Downtown Josh Brown discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon’s ideas for the second half, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow

Nerd's Eye View

Welcome back to the 290th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Komarow. Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent cli

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The Tech Effect: a CFO Leadership Council Recap

CFO Leadership

The Tech Effect: a CFO Leadership Council Recap. What’s on the Minds of CFOs as They Face Greater Challenges and a Sea of Digital Transformation Technologies? The Silicon Valley Chapter of the CFO Leadership Council hosted a panel on May 26 around “The Tech Effect: How Finance Can Win the Tech Race.”. The discussion panel featured Annie Wayne, CFO at Liongard, Razzak Jallow, CFO at FloQast, Charly Kevers, CFO at Carta, and was moderated by Tipalti’s VP of Finance, Alex Cedro.

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Loop: Why CFOs must craft strong relationships to foster growth

CFO Dive

Building out strong internal relationships with key individuals is essential for CFOs as their roles continue to transform, said Valerie Bauer Gore, CFO of post-purchase software provider Loop Returns.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.