Sat.Apr 15, 2023 - Fri.Apr 21, 2023

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7 Tips for Working with a Fractional CFO to Grow Your Business Value

Focus CFO

As a small business owner, you face many challenges when running your own company. Financial management is one of the most critical aspects of any business, but hiring a full-time CFO can be a costly and unrealistic expense for many small businesses. This is where Fractional CFOs, like those provided by FocusCFO, come in.

CFO 52
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Are You Thinking Strategically or Transactionally This Year?

Adam Kae

Chances are, you’ve revisited your business goals and you have a clear idea of what to do this year. At this beginning point in Q2, it’s time to make sure that your plans and actions match up with that goal - and most importantly: are you achieving those goals with a strategic mindset, or a transactional one? Let’s take a look at what those mean for you, and how you can make sure you’ll hit your targets this year.

CFO 52
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Trending Sources

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4 CFO tips for demystifying AI hype

CFO Dive

Innovation in AI has prompted talk of a coming technological leap as profound as the creation of the internet. It has also sparked anxiety. CFOs need to navigate past the hype and fear.

CFO 268
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Three CFOs Talking About AI and How It’s Influencing Their Strategy Discussions

CFO Thought Leader

MADE POSSIBLE BY VERSAPAY The first Collaborative Accounts Receivable Network. Our AR automation solutions and next-generation B2B payments network make billing and payments easier for enterprises, increasing efficiencies, accelerating cash flow, and dramatically improving the customer experience. Based in Toronto with offices in Atlanta, Cleveland, Baltimore, LA, and Las Vegas, Versapay is owned by Great Hill Partners, a Boston-based technology investment firm.

CFO 52
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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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Flexibility still king for workers: Report

CFO Dive

Despite a labor market resurgence in March, nearly half (47%) of those in the workforce are still highly concerned about what a downturn may mean for their job security and finances, the April Workforce from iCIMS said.

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More Trending

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How Deep is Your Bench?

CFO Simplified

I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office. Not only are there security issues, but who is going to do the work that Bob / Sally was doing? It seems to be more critical now, with difficulties in staffing. It’s always been hard to find the right people to do the work in your company, but now there’s the problem of finding someone to fill the empty slot in a tight hiring environment.

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Is 50% the New (Metro) RTO?

Barry Ritholtz

I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. number is an average across all regions, industries, age groups, etc. In some parts of the country, it is appreciably higher or lower; as you might imagine, it varies greatly.

Numbers 127
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3 CFOs talk shifting ESG headwinds

CFO Dive

The nuanced picture that three CFOs painted Tuesday of the business case for ESG sharply contrasted with the backlash that has roiled the public debate recently.

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Technology for Business Sake - Life Sciences Professional Podcast

Navigator SAP

In this episode of Lifesciences Professional Podcast, Linda Robertson speaks with Ralph Hess about business technology in the Life Sciences industry.

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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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This Week on TRB

The Reformed Broker

I spent the week in Paris with the family and it was really an amazing trip. As you guys know I’m big on history and art and food and stuff so I had been looking forward to it for a long time. And the city did not disappoint. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world.

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The 60/40 Portfolio is Back! *after not going away

Barry Ritholtz

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point. No, the 60/40 mix of stocks and bonds is not dead; No, this is not the first time we had a regime of high inflation, transitory or otherwise.

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Rate hedging for non-bank CFOs

CFO Dive

Many firms don’t have exposure to the longer-duration government bonds that hammered Silicon Valley Bank. But there are other rate risks to guard against.

Banking 291
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Is My Business a Professional Services Firm?

Navigator SAP

Sometimes the line between consultant, contractor, and professional services firm can be confusing. Yet the distinction is important, because it helps your business organize properly and align around the best practices and technologies that support the actual work of your organization.

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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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No grave delivery gap in audit, says ICAI President

CFO News

"I don’t think there is a grave delivery gap in the audit. If that were the case, you would not have seen India progressing; we are right now projected as one of the bright spots in terms of the economic outlook. The whole world is looking up to India. If there is no great financial reporting happening, do you think it would have been possible for India to be projected as the bright spot in terms of the economic growth you are seeing?

Auditing 105
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The Tide of Price over Volume

Barry Ritholtz

My fishing pal Sam Rines has spent much of this year pushing a thesis of “ Price over Volume” ; I found it a compelling narrative, one that fits in nicely with an apsect of inflation that I had originally underestimated: “Greedflation.” The Price over Volume thesis is both compelling and underappreciated. I hope you find his take thought provoking… -Barry Price over Volume remains a key theme this earnings season with PG’s earnings report the tip of the iceberg.

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Half of global workers open to leaving jobs: study

CFO Dive

Thirty percent of businesses are experiencing “value drag,” with employees feeling disengaged and looking to leave, and another 18% are in a “value risk” state, where business value is at significant risk, according to the research.

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The cost of being a corruption-busting CFO

CFO Talks

Written by Leigh Schaller What happens when you take a principled CFO and place her in dysfunctional municipalities? You get Mercy Phetla fighting through courts and council meetings in an attempt to do her job. Mercy Phetla doesn’t think of herself as a whistleblower. 7“I’m just doing my job,” Mercy told the #CFOClubConvo. Her job has caused trouble in small towns across rural South Africa for those who wish she didn’t care about corruption.

CFO 98
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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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India's GDP to grow at 6.2% in FY24, RBI to cut rate in Q1 2024: Morgan Stanley

CFO News

Morgan Stanley predicts that India's gross domestic product will grow by 6.2% in FY24 due to the reopening of the economy, increased private sector investment, a cyclical recovery in consumption and an increase in government spending. Inflation is predicted to be below 5% in Q2 2024, with inflation averaging around 5.5% in F2024, says the report.

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MiB: Joe Barratta, Blackstone’s Global Head of Private Equity

Barry Ritholtz

 This week, we speak with Joseph Baratta , who since 2012, has served as Global Head of Private Equity at Blackstone – the world’s largest alternative asset manager, with $975 billion in assets under management. Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees.

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Werfel requests 15% IRS funding hike to uncover tax cheats

CFO Dive

The IRS streamlined taxpayer services during the current tax season but needs a budget increase for the coming fiscal year to sustain improvements, the agency’s commissioner said.

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#FA Success Ep 329: When Scaling Gets (Operationally) Messy And Outsourcing Operations To Streamline Or Automate, With Charesse Spiller

Nerd's Eye View

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. What's unique about Charesse though, is how she has founded a consulting firm that doesn’t just try to teach financial advisors how to systematize and automate, and instead actually works as an outsourced provider to build and impl

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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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How CFOs can leverage the power of AI, limit risks

CFO News

CFOs need to ensure that the technology serves the interests of all stakeholders, uses high-quality data, safeguards against rogue use and attacks, protects user data, and avoids harm to people, property, and the environment.

Leverage 104
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10 Tuesday AM Reads

Barry Ritholtz

My Two-for-Tuesday morning train WFH reads: • With the Odds on Their Side, They Still Couldn’t Beat the Market : In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse. ( New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low.

Economics 110
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Dollar General SVP takes CFO seat

CFO Dive

The company’s CFO switch comes as it looks to bump up staffing in a bid to increase its market share as inflationary pressures continue to impact consumer shopping habits.

CFO 259
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890: Driving the Internet Sharetaker | Christopher Halpin, CFO, IAC

CFO Thought Leader

In 2011, after Chris Halpin had rejoined his colleagues back at Providence Equity Partners’ New York offices at the completion of a 3-year stint in Hong Kong, he found himself being confronted by something he had rarely experienced before: boredom. “I had this kind of existential angst—that I didn’t want to die and have my obituary say that I had worked 40 years at Providence Equity,” recalls Halpin, who notes that it was at this point that he began to think about different operating

CFO 98
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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.