Sat.Mar 02, 2024 - Fri.Mar 08, 2024

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CFO 2.0: Transformative Leadership in the Era of Business Complexity

CFO News

Anjali Forbes, Senior Partner at TRANSEARCH India – Banking & Financial Services Practice, elucidates the transformative journey of modern CFOs in "CFO 2.0: Transformative Leadership in the Era of Business Complexity.

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Two key tactics for GenAI

Future CFO

Mary Mesaglio , VP Analyst at Gartner , discusses critical skills for business leaders navigating new trends and cutting-edge technologies, including generative artificial intelligence or GenAI. Mesaglio introduces the power of push and pull tactics and highlights the balance between the how and why of innovation. The post Two key tactics for GenAI appeared first on FutureCFO.

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Trending Sources

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Cash Flow Management Tips for Your Business this 2024

The Finance Weekly

,, Cash flow numbers are really important in finance. Whether you run a business or just want to handle your money better, knowing about cash flow is crucial. It shows how healthy and sustainable your finances are. According to Investopedia, a big reason small businesses don’t make it is cash flow issues. Surprisingly, 20% of them don't survive even the first year.

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Deriving Options

Corporate Finance

What do olive presses, Las Vegas, and random walks have in common? The Black-Scholes Option Pricing model! A really interesting Veritasium video walks through a brief history of options and the mathematics behind the Black-Scholes model. And while the video does a good job of explaining option basics, it also discusses some of the beauty behind the math.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. An assumed rate of return is needed, for example, to illustrate how much a client might need to save for retirement, how much savings they'll have when they do retire, and how long their savings will last after they stop working.

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Transitioning from SAP Business ByDesign to SAP S/4HANA Cloud Public Edition

Navigator SAP

SAP Business ByDesign is a mature and stable ERP solution. When organizations are ready and have finally outgrown SAP Business ByDesign, there is a clear and curated migration path to SAP S/4HANA Cloud Public Edition. In this new episode of the podcast Inside SAP S/4HANA Cloud , Yannick Peterschmitt discusses customers' transitions from SAP Business ByDesign to SAP S/4HANA Cloud Public Edition with three guests: Russell Delapp from Navigator Business Solution, both a customer and partner from th

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At the Money: Claudia Sahm on How To Defeat Inflation

Barry Ritholtz

At the Money: Knowing When You’ve Whipped Inflation. (March 6, 2024) Investors hate inflation. How can they evaluate what inflation means to the Federal Reserve and possibly future rate cutes? Full transcript below. ~~~ About this week’s guest: Claudi Sahm is a former Federal Reserve economist best known for the rule bearing her name. She runs Sahm Consulting.

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Women's Day 2024: India Inc should have more than one woman on its board, says Pernod Ricard’s CFO

CFO News

In a push for gender diversity, Richa Singh, CFO of Pernod Ricard India, calls for more women on corporate boards to foster inclusive growth in India Inc. Notably, according to the Companies Act of 2013, every listed company is required to appoint at least one woman director to their board.

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Powell predicts commercial real estate woes will most afflict smaller banks

CFO Dive

The Fed, bankers and commercial real estate executives have warned of turbulence as property owners struggle to refinance debt at higher rates.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

Welcome to the March 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 advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for pa

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When to Use a ‘Decision Tree’ for Business Planning

CFO Selections

Originally published: 2/15/2021 Updated: 3/4/2024 For those not familiar with the term, a decision tree is a flow chart that works through all possible response options in a scenario to analyze resulting outcomes. Basically, it is a visual version of an “if this then that” statement across all possible alternatives. The “branches” off each decision alternative that result use data analysis to forecast the most likely outcome of each decision.

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Government notifies changes in competition law related to M&As

CFO News

"The government has increased the existing financial thresholds as prescribed under Section 5 of the Competition Act by 150 per cent. Further, the De Minimis or the Small Target Exemption thresholds have also been increased. This is in line with the government motto of ease of doing business in India as less M&A deals would require CCI approval," he said.

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Gender diversity on boards correlates with high credit quality: Moody’s

CFO Dive

Investors seek greater gender and racial diversity on corporate boards, according to the Securities and Exchange Commission.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming from the 2022 market downturn) and claims related to wire fraud.

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Making Complicated Ideas Simple

Barry Ritholtz

The one and only Howard Marks… The post Making Complicated Ideas Simple appeared first on The Big Picture.

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Electoral bonds: Banks have all details when it comes to loan default by farmers, says Uddhav

CFO News

Uddhav Thackeray, UBT chief, has criticized the Union government over the State Bank of India's request for details on those who bought electoral bonds. He argued that banks provide all information about farmers when they default or delay loan repayments, but in electoral bond issues, lenders are asking for an extension to extract details.

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SEC approves final climate disclosure rule, starts compliance countdown

CFO Dive

The rule passed by a 3-2 vote Wednesday morning, absent requirements for scope 3 reporting and slimmer scope 1 and scope 2 requirements.

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Back to Basics with Reconciliations

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.

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How SAP ERP Clean Core Helps Minimize Digital Debt and Enhance Agility

Bramasol

Recent posts in this series have provided updates on SAP RISE and GROW , with a focus on how they can help streamline the path for companies migrating to SAP public and private cloud editions. This new episode drills down into the concept of maintaining a "clean core" in your ERP system to assure a solid foundation that minimizes unnecessary customization, which could impede organizational agility going forward.

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HR Involvement Early in M&A

VCFO

The Importance of HR Involvement Early in M&A Evaluation In each of the last ten years, between 18,000 and 25,000 mergers and acquisitions (M&A) deals have taken place in the United States. At the same time, Harvard Business Review notes that 70%-90% of all M&A deals fail. Many companies become a casualty of that latter statistic when they do not get HR sufficiently involved in the early evaluative phases of M&A activity and only engage HR at a surface level during due diligence

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Delhi HC reserves order on Bloomberg plea challenging Saket court order directing take down of article against Zee

CFO News

The article claimed that the Securities & Exchange Board of India (SEBI) had apparently "found a discrepancy of more than USD 240 million in the accounts of Zee Entertainment Enterprises Ltd" In response to a query, Aggarwal said no question of truth as a defence could arise as SEBI had not rendered any finding against ZEEL.

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Pay roundup: States where minimum wage is on the rise

CFO Dive

A growing number of states are raising minimum wages: Delaware, Illinois and Rhode Island are expected to raise their levels to $15 in 2025, according to NELP.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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MiB: Sean Dobson, Amherst Holdings

Barry Ritholtz

This week, I speak with Sean Dobson, chairman, CEO and CIO of Amherst Holdings LLC. The firm manages $16.8 billion in assets focused on single-family rentals, mortgage-backed securities and commercial real estate. He currently serves as a governing trustee for the Dana-Farber Cancer Institute in Boston and is a co-founder of CapCityKids. Amherst was managing a variety of public and private label loans in the 2000s, including mortgage-backed securities (MBS).

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What to Know About the Corporate Transparency Act

CFO Simplified

Effective January 1, 2024, the Corporate Transparency Act (CTA) requires approximately 32 million existing corporations, limited liability companies, and other business entities formed or registered to do business in the United States, as well as many of the approximately 5 million such entities newly formed each year, to electronically file a beneficial ownership information report (BOI Report) with the US Department of Treasury’s Financial Crime Enforcement Network (FinCEN).

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Global banking watchdog cracks down on big lenders gaming capital rules

CFO News

"The Committee sees the benefits of a wide application of the revisions to all banks participating in the G-SIB assessment exercise, but it is also seeking feedback on options that would apply those changes to a narrower set of banks to reduce the reporting burden," the committee said.

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FASB advances gross-up fix for CECL

CFO Dive

In 2016 FASB sought to curb delays in recognizing deteriorated assets through its current expected credit losses standard that it is now revisiting.

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Solve Your Firm's Automation Complexities Once and For All

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.