CFO Dive

MAY 26, 2023

As consumer spending slumps, the bulk retailer is holding back on its plans to boost membership fees and aiming to grow e-commerce and mobile sales.

Sales 274

Sales Retail Planning 274

Navigator SAP

MAY 26, 2023

Indirectly, ChatGPT helps us answer the question: What’s the best software solution? ChatGPT doesn’t give us the answer directly, but its inadequacy with such questions hints at how we should be looking at software evaluation. Much of the business community is currently looking at ChatGPT and thinking about both how it will change the world, and how it will change their business.

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Barry Ritholtz

MAY 25, 2023

Of all the cognitive errors in behavioral finance and human psychology , the one that creates the most confusion is the Dunning-Kruger effect. (Perhaps its rise in pop culture is to blame). Regardless, I find DKE to be an incredibly useful tool that helps explain many of the individual errors we see in investing. It’s useful to think of Dunning Kruger in terms of metacognition : One’s ability to self-evaluate a particular skill set.

Math 128

Math Finance Investments 128

Global Finance

MAY 22, 2023

Pfizer’s $31 billion bond sale to fund its $43 billion acquisition of cancer drug maker Seagen is one of the largest in history. Healthcare expert Séverine Piot-Deval discusses the deal with Global Finance.

Healthcare 116

Healthcare Finance Sales 116

Advertiser: Paycor

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CFO Dive

MAY 25, 2023

ChatGPT-3.5 took the CPA exam and got an “F.” The newest version of the AI learned from the failure, however, and nailed the test, researchers said.

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Barry Ritholtz

MAY 20, 2023

This week, we speak with Robyn Grew, currently, the President at Man Group, and effective September 1, the firm’s new CEO. The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications.

Compliance 124

Compliance Treasury Communication Investments 124

The Reformed Broker

MAY 26, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dror Poleg, and Downtown Josh Brown discuss Nvidia’s ascent, the AI explosion, the future of work, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else!

Marketing 113

Marketing 113

CFO Dive

MAY 26, 2023

CFOs are under growing pressure to drive efficiencies at zero cost. Leveraging intelligent automation to process invoices can help, Steven Cronin writes.

Accounts Payable 249

Accounts Payable Accounting Invoicing Leverage 249

Navigator SAP

MAY 24, 2023

Don’t you wish there were more hours in a day to finish everything you need to accomplish? We know you want to maximize your team’s output, so many business owners are turning to business process automation to help with manual tasks.

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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

MAY 21, 2023

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The War on Poverty Is Over. Rich People Won. The sociologist Matthew Desmond believes that being poor is different in the U.S. than in other rich countries. How is poverty different in America than in its peer countries? Matthew Desmond: We have more of it. We have double the child-poverty rate of Germany and South Korea.

Profit and Loss 119

Profit and Loss Healthcare Nonprofit Leadership 119

CFO News

MAY 26, 2023

Industry stalwarts discussed how digitalisation is the top focus of CFOs today and how it, clubbed with innovation and value creation is integral in a CFOs life. They further discussed how technology is not just an enabler today, but goes beyond it and has become a survival factor for all companies today, as all industry today is a tech industry.

CFO 105

CFO Technology 105

CFO Dive

MAY 22, 2023

The wobbles in the banking industry put a spotlight on the importance of diversifying banking and financial relationships for CFOs looking to mitigate business risk.

Banking 233

Banking 233

Navigator SAP

MAY 22, 2023

Businesses of all sizes can now automate common workflow procedures and operate with remarkable efficiency thanks to recent breakthroughs in AI-based machine learning and Enterprise Resource Planning (ERP) software.

Planning 130

Planning 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

MAY 20, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Forgotten Titanic of the Pacific: A tale of disaster, survival, and ghosts. A person prone to superstition might be forgiven for thinking that the Valencia was cursed. Built in 1882, the ship was fired upon the following year near the island of Curaçao, and again four years later, this time by a Spanish warship just off the Cuban coast.

Transportation 119

Transportation Education 119

CFO News

MAY 26, 2023

The finance veterans highlighted that the funding winter for Indian startups will last at least for six to nine months more, and the investment crisis has normalised the valuation of startups.

Valuation 105

Valuation Startups Finance Investments 105

CFO Dive

MAY 22, 2023

U.S. companies face intense pressure to embrace sustainability even as many Americans do not want ESG goals to guide the investment of their retirement money.

Investments 238

Investments 238

Navigator SAP

MAY 20, 2023

Enterprise Resource Planning (ERP) software unifies and connects various business processes in one location. It is a hub for real-time and historical data across business departments and functions. ERP reduces time spent manually searching and pulling data from different repositories, automates procedures, and streamlines workflows, improving productivity and optimizing revenue.

Planning 130

Planning 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

MAY 26, 2023

I joined Pete Dominick to discuss the Debt Ceiling, Inflation, markets, and more. I pop into the pod around the 30-minute mark. (Before that, Pete discusses how his teenage daughter got scammed out of $5k by a fake border police grift, and why there is a sort of happy ending). We also discuss my thesis of the “ Disloyal Opposition ” as it applies to Debt Ceilings, fiscal stimulus, and even vaccines.

Marketing 116

Marketing 116

CFO News

MAY 23, 2023

The RBI, on May 19, said Rs 2,000 notes will be withdrawn from circulation and asked banks to stop issuing these notes with immediate effect. ETCFO captured the view of CFOs on the impact of this decision on different sectors and overall economy.

Banking 105

Banking 105

CFO Dive

MAY 23, 2023

Revenues from automated forklifts reached a total of $1.5 billion in 2022, nearly $200 million higher than previously projected, according to Interact Analysis.

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Centage

MAY 23, 2023

If you’ve noticed that prices at the grocery store are higher than usual these days, then you’re not alone. However, the current economic crisis isn’t just affecting families shopping for groceries and other goods. It’s also impacting businesses, with companies of all sizes struggling to achieve their goals without breaking the bank. Fortunately, there are steps you can take to keep your business moving forward regardless of market changes.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) Forecasting Data Analysis 98

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Reconciliations

Barry Ritholtz

MAY 24, 2023

This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022. It’s chock full of great charts and analyses, covering everything from Income, Employment, Expenses, Banking and Credit, Housing, Student Loans, Retirement and Investments, and Overall Financial Well-Being. Peter Coy fleshes out lots of the details here: “ Unemployment Is Low, But So Is the National Mood.” He notes: “The Fed report is consistent with ot

Economics 115

Economics Investments Banking Marketing 115

CFO News

MAY 24, 2023

They are offering support in the form of medical coverage, resource groups, caregiving leave, access to learning materials, and employee assistance programmes, to not just ensure these children are given a chance to thrive but also help improve mental health and productivity of employees.

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CFO Dive

MAY 24, 2023

The Politico alum joins executive colleagues from Yahoo and Amazon in TripleLift’s C-suite as the company looks toward its next phase of growth amid data privacy and economic challenges.

CFO 223

CFO Economics 223

The SaaS CFO

MAY 23, 2023

Average Cost of Service (ACS) is an important but obscure SaaS metric for SaaS finance. I reference this metric when speaking with SaaS founders and finance teams about the balance between their cost structure and pricing plans. It’s also a component of my SaaS Scalability Index (SSI). Average cost of service helps us determine if […] The post Average Cost of Service and Economies of Scale appeared first on The SaaS CFO.

CFO 98

CFO Finance Planning 98

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