CFO Dive

SEPTEMBER 16, 2024

Are you a lease accountant navigating 2024? We dive into the trends that have shaped the year, from interest rate volatility to ESG disclosures & the accountant shortage.

Accounting 274

Accounting 274

Nerd's Eye View

SEPTEMBER 16, 2024

The business model of many financial advisory firms revolves around serving clients who are able to pay a certain minimum in annual advisory fees, which reflects not only the value that the advisor can provide for the client, but also the amount that the advisor must charge in order to provide the level of deep planning and investment management that higher-net-worth clients expect (while also earning enough profit to make the venture worthwhile).

Tax Planning 94

Tax Planning Planning Investments Practice Management 94

Barry Ritholtz

SEPTEMBER 18, 2024

At the Money: Can You Have Too Much Money? Brian Portnoy, Shaping Wealth (September 18, 2024) Can money buy you happiness? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, I sit down with Brian Portnoy to explore these questions. Full transcript below. ~~~ About this week’s guest: Brian Portnoy is founder and CEO of Shaping Wealth , which helps advisors and their clients to achieve “funded contentment,” and operates as an outsourced Chief Beha

Education 109

Education Investments Numbers Planning 109

CFO Talks

SEPTEMBER 18, 2024

Cost-Effective Strategies for Maximizing Capital Employed As a CFO, one of the critical tasks is to ensure that capital employed in your business is used efficiently to generate the highest possible returns. Maximizing capital employed doesn’t always require hefty investments; instead, you can use cost-effective strategies to ensure that every rand works hard for the company.

Auditing 52

Auditing Leverage Benchmarking CFO 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

The Finance Weekly

SEPTEMBER 16, 2024

Sixty-four percent of tech companies pivot towards Artificial Intelligence (AI) to streamline operations. Tech giants like Apple, IBM, Cisco, Dell, and Intel were among the 48 companies that announced a whopping 26,024 job cuts. Over 400 tech companies have made similar announcements, affecting more than 130,000 workers, with January having the highest count of job cuts at 34,107.

Startups 93

Startups Education Budgeting Investments 93

CFO News

SEPTEMBER 15, 2024

Deloitte reported a $67.2 billion global revenue for FY2024, marking a 3.1% increase. With notable growth in Tax & Legal and a strategic FY2025 restructure, the firm targets enhanced integrated solutions and tech-driven transformation.

Restructuring 75

Restructuring 75

The Charity CFO

SEPTEMBER 19, 2024

With a focus on the concept of collaborative funding, Tosha is joined today by the Executive Director of Young Futures , Katya Hancock. Young Futures is a 501c(3) organization with a mission to make it easier to grow up in the digital world. The organization focuses on young persons aged 10 -19, where they believe young people should still feel hopeful and optimistic about their futures.

Nonprofit 52

Nonprofit Communication CFO Planning 52

Tips Watch

SEPTEMBER 15, 2024

By David Enna, Tipswatch.com First off, let’s point out that the Federal Reserve has not yet lowered interest rates by a single basis point and, in fact, the federal funds rate has been stable since July 2023.

Treasury 57

Treasury Investments Finance 57

Global Finance

SEPTEMBER 18, 2024

The valuation of the largest companies in the world fluctuates day to day, even minute by minute, but true success is a marathon, not a sprint. You heard the news: propelled by the AI frenzy, the chipmaker Nvidia passed the $3 trillion market cap and became the most valuable company in the world by market capitalization—for a few days last June, that is.

Healthcare 98

Healthcare Valuation Technology Marketing 98

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

SEPTEMBER 19, 2024

Finance chiefs are “uniquely positioned” to take point on AI’s adoption ahead of its coming strategic impact, Thomson Reuters’ interim head of data and analytics said.

Finance 337

Finance 337

Navigator SAP

SEPTEMBER 20, 2024

The idea is a simple one: an end-to-end backend software solution that is simple enough for startups and fast-growing businesses to roll out quickly and affordably but is modular and flexible enough that the software will continue supporting the business as it grows The less simple part is how to buy SAP S/4HANA Cloud Public Edition.

SAP 225

SAP Startups 225

Barry Ritholtz

SEPTEMBER 19, 2024

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Profit and Loss 120

Profit and Loss Marketing 120

Musings on Markets

SEPTEMBER 20, 2024

The big story on Wednesday, September 18, was that the Federal Reserve’s open market committee finally got around to “cutting rates”, and doing so by more than expected. This action, much debated and discussed during all of 2024, was greeted as "big" news, and market prognosticators argued that it was a harbinger of market moves, both in interest rates and stock prices.

Banking 100

Banking Treasury Economics Marketing 100

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

SEPTEMBER 20, 2024

There is a “widening gap” between how executives and employees think about their workplace environments that needs to be taken into account, the report warned.

Accounting 323

Accounting 323

Nerd's Eye View

SEPTEMBER 18, 2024

In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI). Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. For financial advisors, too, a ballooning number of new advisor-focused AI tools has appeared over the last 24 months, purporting to save advisors' time and staffing needs by automatically performing p

Technology 94

Technology Planning Numbers Marketing 94

Tips Watch

SEPTEMBER 19, 2024

By David Enna, Tipswatch.com Too often, the bond market tricks you. It happened again Thursday in the wake of Wednesday’s “sort-of surprise” action by the Federal Reserve to cut short-term interest rates by 50 basis points.

Marketing 89

Marketing Investments Finance 89

Barry Ritholtz

SEPTEMBER 19, 2024

Now THAT’S a financial conference! If you are reading this on the 19th, I may be still asleep. I am writing this on my flight home, scheduled to land at midnight Wednesday; I was alcohol-free all week (ok, one Mexican lager Tuesday afternoon at my RWM-crew pool swim after the Animal Spirits Live !), and while I feel pretty good, its been a long week.

Marketing 85

Marketing 85

Advertisement

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

SEPTEMBER 16, 2024

The accounting associations are seeking public comment on an alternative route to getting a CPA license that doesn’t require a fifth year of college.

Accounting 297

Accounting 297

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets declined slightly in 2023 (perhaps due to many firms seeing their AUM hit the $100 million mark amidst strong market performance and organic grow

Tax Planning 87

Tax Planning Investments Numbers Marketing 87

CFO Share

SEPTEMBER 18, 2024

The federal reserve will lower interest rates , ending a three-year strategy to stamp out inflation. During that time, I’ve seen startups turn to zombies as they failed to raise VC funding, growth stumble as digital marketing turned upside-down, and small businesses struggle to pass price increases onto customers. I’ve also seen dozens of our clients seize the opportunity a high-interest environment creates to differentiate their products, focus on their core, and deepen their competitive

Mergers and Acquisitions (M&A) 81

Mergers and Acquisitions (M&A) Startups Investments Sales 81

CFO News

SEPTEMBER 18, 2024

BVR Subrahmanyam, CEO of NITI Aayog, envisions a transformative economic future for India, projecting a doubling of the economy by 2030 and highlighting its potential as a global powerhouse.

Economics 80

Economics 80

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

SEPTEMBER 17, 2024

Even with solid retail sales data, traders in interest rate futures increased odds that the Federal Reserve will cut the benchmark interest rate Wednesday by a half point.

Sales 271

Sales Retail Benchmarking 271

Barry Ritholtz

SEPTEMBER 20, 2024

 This week, we speak with Victor Khosla, Founder and CIO of Strategic Value Partners. Before establishing SVP in 2001, Victor served as President of Cerberus Capital. In the 1990s, he built and managed the distressed credit desk at both Citi and Merrill Lynch, establishing two of the top proprietary trading businesses. SVP has grown 5x in size over the past 10 years, now manages over $18B in AUM with 200 employees.

Investments 73

Investments Marketing 73

Future CFO

SEPTEMBER 19, 2024

Aoife Harrison (Partner and Global FSTP Co-Leader) and Caroline Goemaere (Partner, Transfer Pricing) discuss key trends in the asset management industry and what is top of mind for clients. First published on Youtube. The post Key trends in asset management appeared first on FutureCFO.

CFO 52

CFO 52

CFO News

SEPTEMBER 20, 2024

PhysicsWallah, an online coaching platform, has raised $210 million in a funding round led by Hornbill Capital and Lightspeed, valuing the company at $2.8 billion. The funds will be used to expand its offline presence and diversify into new regions. PhysicsWallah's revenue has grown significantly, with a focus on student outcomes and community building.

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75

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