Global Finance

NOVEMBER 7, 2024

This “Great Wealth Transfer” will impact millions of people around the world and could potentially open up exciting opportunities to reshape our financial systems and redistribute wealth to support both people and our planet. More immediately, however, this unprecedented transfer of wealth represents a major challenge for banks, particularly those who provide services to high-net-worth individuals.

Banking 105

Banking Communication Investments Education 105

Lime Light

NOVEMBER 4, 2024

Companies invest significant time in gathering data and preparing financial statements but struggle to get the most value from them. The complexity of financial reporting arises from managing variables like revenue timing, expenses, and working capital, which distorts the overall financial picture if not carefully handled.

Financial Reporting 52

Financial Reporting Investments Forecasting Budgeting 52

CFO News

NOVEMBER 2, 2024

India remains the world's fastest-growing economy with investment and private consumption driving growth, according to the IMF's latest Regional Economic Outlook for Asia-Pacific.

Economics 64

Economics Investments 64

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential. This article delves into the critical components of strategic financial planning, offering a comprehensive guide for organizations seeking to enhance their financial h

CFO 52

CFO Cost Management Leverage 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 Selections

NOVEMBER 4, 2024

Every year, millions of people have a great idea for a product or service. It might be either the formation of a new business or an addition to a current organization. Some never get off the ground, but some end up changing the world! According to recent data , 90% of startups fail every year, but the remaining 10% offer the potential to shape how we live our lives and transform the communities around us in significant ways.

Planning 52

Planning Startups Budgeting 52

CFO Talks

NOVEMBER 7, 2024

The Power of Listening in Effective Negotiation When it comes to negotiation, people often think of strong arguments, clear facts, and the best pitch. But here’s the twist—real negotiation power often lies in something much quieter: listening. Listening is more than a soft skill; it’s a secret weapon. In a role filled with financial data, strategic meetings, and high-stakes decisions, active listening can drive better outcomes and turn tough conversations into collaborative wins.

CFO 97

CFO Budgeting Financial Data Numbers 97

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients' personal priorities and life goals.

Planning 52

Planning Prioritization Securities Investments 52

Future CFO

NOVEMBER 3, 2024

Editor’s note: In today’s Female Leadership for Business , Steffanie Yuen (pictured), Managing Director and Head of Hong Kong at Endowus , a digital wealth platform in Asia shared with FutureCFO audiences how she moved from investment banking to wealth management and why she loves mountain climbing. FutureCFO: Can you briefly describe your career journey?

Leadership 52

Leadership Leverage Investments Banking 52

The Charity CFO

NOVEMBER 6, 2024

The potential within ultra-high net worth philanthropy is truly world-changing, and that’s no exaggeration. In this episode of the Modern Nonprofit podcast, host Tosha Anderson interviews Alex Johnston, founder of Building Impact Partners and author of “ Money with Meaning : How to Create Joy and Impact Through Philanthropy.” Building Impact Partners is a philanthropy advising practices that has helped its clients give away over $1 billion dollars since its founding in 2012.

Nonprofit 52

Nonprofit Prioritization CFO Leverage 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

NOVEMBER 4, 2024

Compliance with the standards update “isn’t going to be cheap” for many firms, but the FASB has taken steps to reduce the cost to preparers, board member Fred Cannon said.

Compliance 295

Compliance 295

Navigator SAP

NOVEMBER 8, 2024

There was a moment, between 2018 and 2021, when it seemed like the future of business was largely direct-to-consumer sales (DTC). Eyeglasses firm Warby Parker was crushing it, selling more than 100,000 pairs of eyeglasses in its first year. Peloton was taking the world by storm with its direct-to-consumer exercise equipment. Businesses were cropping up right and left with DTC business models, and investors were lavishing tech valuations on these companies.

Valuation 216

Valuation Sales Marketing Retail 216

Global Finance

NOVEMBER 5, 2024

Global Finance spoke with Yousef Khalawi, secretary general of the AlBaraka Forum for Islamic Economy, about the role of Islamic finance and economics as a holistic and sustainable framework for all economies. Global Finance: Against a backdrop of rising debt, geopolitical and economic instability, how is the role of Islamic finance evolving to address emerging global challenges?

Finance 116

Finance Communication Economics Investments 116

Bramasol

NOVEMBER 8, 2024

SAP Cloud Public Edition has emerged as a leading solution for bringing together ERP, finance, and a wide range of line-of-business capabilities for companies of all sizes and across many industries. Designed around clean core technology, SAP Cloud combines fit-to-standard reliability and maintainability, along with built-in extensibility to seamlessly add unique capabilities where you need them.

SAP 110

SAP Compliance Budgeting Finance 110

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

NOVEMBER 8, 2024

Expectations for personal finances have improved amid indications that many Americans, when looking back four years, believe their financial well-being has declined.

Finance 290

Finance 290

Focus CFO

NOVEMBER 7, 2024

We are saddened by the passing of our friend and colleague Richard LaValla. Richard was a brilliant fractional CFO, whose financial acumen was matched by his kindness and authenticity as a human being. Richard's impact was deeply felt by those who worked alongside him, both as colleagues and clients, as evidenced by the heartfelt tributes below.

CFO 98

CFO 98

Global Finance

NOVEMBER 4, 2024

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

Finance 105

Finance Benchmarking Prioritization Sales 105

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol

Planning 79

Planning Communication Technology Sales 79

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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

NOVEMBER 6, 2024

Automation can help stressed CFOs curb employee burnout and improve efficiency, but they need to approach its implementation strategically, Yooz CFO John Gronen said.

Economics 294

Economics CFO 294

Barry Ritholtz

NOVEMBER 8, 2024

 This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief. He has since reported from over 36 countries, holds two Gerald Loeb awards and eight prizes from the Society of American Business Editors and Writers.

Economics 73

Economics Technology 73

E78 Partners

NOVEMBER 7, 2024

Managing telecom expenses can be a daunting task, especially with companies working with multiple vendors, services, and technologies. Without a clear strategy, telecom costs can quickly escalate, resulting in inefficiencies and unnecessary spending. Many businesses find that monitoring telecom usage, identifying billing errors, and negotiating contract terms are time-consuming processes that distract from their core objectives.

Concentration 59

Concentration Vendor Management Communication Risk Management 59

CFO News

NOVEMBER 4, 2024

Tikona Infinet will become a significant subsidiary of SAR Televenture and Tikona shareholders will get SAR Televenture shares.

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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

NOVEMBER 5, 2024

The global grain trader’s accounting practices and internal controls have been under scrutiny since January when it revealed an internal probe was underway.

Accounting 300

Accounting 300

Barry Ritholtz

NOVEMBER 6, 2024

 ATM: Title At the Money: What Never Changes with Money (November 6, 2024) As much as our era seems to be unprecedented, Human nature is same as it ever was. Our behavior around risk and reward has been very consistent over the millennia. Full transcript coming soon. ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.

Finance 57

Finance 57

Reval

NOVEMBER 4, 2024

​LONDON – 04 November 2024: ION, a global leader in trading and workflow. The post ION wins “best low-latency trading network of the year” at Buy-Side Technology Awards 2024 appeared first on ION.

Technology 59

Technology 59

Future CFO

NOVEMBER 8, 2024

Creating and following a comprehensive roadmap is essential for new chief financial officers to effectively navigate their transition, as the first three months are a critical period to establish a strong foundation for leadership, agenda setting, and tenure. According to Gartner, while most organisations do not have a formal onboarding orientation program, the most effective executive transitions tend to have a structured plan in place to address the need for establishing strong working relatio

Leadership 52

Leadership CFO Communication Finance 52

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