CFO Dive

APRIL 2, 2024

Executives aiming to rise to the CFO seat have faced a bright landscape in recent years, with turnover unusually high.

CFO 176

CFO 176

Future CFO

APRIL 4, 2024

Work-life balance matters the most. In a recent joint survey by the Association of Chartered Certified Accountants and the Chartered Accountants Australia and New Zealand , it was revealed that both current audit professionals and prospective entrants stress the crucial need to achieve equilibrium between work and one’s personal life. Respondents of the study call for improved work–life balance, fair remuneration, and supportive work environments that recognise employees' personal needs and r

Auditing 52

Auditing Leadership Investments Accounting 52

Future CFO

APRIL 3, 2024

It is a given: among the imperatives of today's business processes for the finance function and for chief financial officers is smart resource reallocation. A recent research by PwC confirms that the strategic redeployment of capital can boost profit margin, and this in turn poses the challenge for CFOs: overcoming biases. According to PwC’s 27th Annual Global CEO Survey, a question CFOs should urgently be putting to their chief executives is the query on the amount of human and financial capita

Benchmarking 52

Benchmarking Data Analysis Leadership Finance 52

Future CFO

APRIL 3, 2024

It has been a tumultuous period for sustainable investments in recent years, with reduced global flows into these types of products, regulatory uncertainty and, in some regions, even political headwinds. With these at hand, it is important that investors and finance leaders know how to properly respond. David Atkin , CEO of the Principles for Responsible Investment explore existential questions to the sustainability landscape , and more.

Investments 52

Investments Finance CFO Marketing 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 Dive

APRIL 4, 2024

A Minnesota bill offering an alternative route to CPA licensure threatens a secret weapon of accountants and the businesses they serve, the AICPA’s Marta Zaniewski writes.

Finance 278

Finance Accounting 278

CFO News

APRIL 2, 2024

India's Purchasing Managers' Index (PMI) skyrockets to a 16-year-high, reflecting surging production, sales, and stockpiling, a recent report said. The job markets see a welcome return of hiring, but there was a looming shadow of inflation. The HSBC India Manufacturing PMI Report suggest optimistic signs and potential roadblocks for India's manufacturing boom.

Manufacturing 111

Manufacturing Sales Marketing 111

Tips Watch

MARCH 31, 2024

By David Enna, Tipswatch.com A logical strategy for some I Bond investors is to act now to redeem I Bonds with a fixed rate of 0.0% (and a current composite rate no higher than 3.

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CFO Dive

APRIL 3, 2024

The appointment follows a $7 billion operating loss for Intel’s foundry unit as AI’s potential pushes up both interest and pricing in the semiconductor space.

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CFO 284

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their registered representatives could lead to greater accountability for violations of the regulation.

Investments 98

Investments Numbers Accounting 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 News

APRIL 3, 2024

In a recent report by S&P Global, findings revealed that the seasonally adjusted HSBC India Services Business Activity Index indicated a remarkable surge, marking one of the strongest growth rates witnessed in over 13-and-a-half years. This upturn has been predominantly attributed to robust demand conditions, enhanced efficiency gains, and positive sales developments.

Sales 105

Sales 105

Barry Ritholtz

MARCH 30, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Are Yor Rich? Billionaires know they are. Low-wage workers are very well aware that they aren’t. But vast swaths of America’s “regular rich” don’t feel that way, and it’s keeping everybody down. ( Bloomberg ) • Famously Obstinate, Bill Ackman Is Now Real-Life Famous.

Economics 71

Economics 71

CFO Dive

APRIL 5, 2024

CFOs see the value of generative artificial intelligence but may not fully grasp its audit risks, according to the Center for Audit Quality.

Auditing 320

Auditing Accounting 320

Nerd's Eye View

APRIL 4, 2024

In its most recent report on U.S. Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. And given the industry's ongoing evolution away from being primarily sales-based and towards a more robust profession driven by deeper service models and long-term client/advisor relationships, many in the industry are genuinely concerned that there simply aren't enough new advisors entering the profession to meet the public's nee

Communication 84

Communication Leverage Planning Sales 84

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 News

APRIL 1, 2024

India's FY 2023-24 GST collection crosses Rs 20.14 lakh crore, up by 11.7 per cent. March 2024 witnesses a significant surge, hitting Rs 1.78 lakh crore, marking the second-highest monthly collection.

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Barry Ritholtz

APRIL 5, 2024

This week, we speak with Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. He explains the genesis of the broad and deep industry surveys ISI performs; the results provide a real-time snapshot of the economy weeks or months before it shows up in the

Economics 68

Economics Investments 68

CFO Dive

APRIL 3, 2024

Bankruptcy filings have risen for 20 months. The pace wasn’t sustainable in today's strong economy, American Bankruptcy Institute’s Chris Ward says.

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Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of the myriad possible outcomes might be more likely to occur.

Economics 78

Economics Marketing Valuation Profit and Loss 78

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 News

APRIL 5, 2024

According to the Survey, released on Thursday, India’s performance in 2023 has been helped by its lack of external exposure, both to the developed world and to China. Instead, the growth drivers for the country are primarily domestic, it said.

Economics 88

Economics 88

Barry Ritholtz

APRIL 4, 2024

At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. In this new interest rate regime, TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Full transcript below. ~~~ This week’s guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C.

Construction 63

Construction Marketing Treasury Leverage 63

CFO Dive

APRIL 1, 2024

The late notice comes roughly five months after Tupperware said its former independent auditor PricewaterhouseCoopers declined to be re-appointed.

Accounting 290

Accounting 290

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 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 of an emerging wave of price increases from long-term AdvisorTech vendors like Orion and InvestCloud, which the companies are positioning as a necessary response to the impact of inflation on their underlyi

Planning 75

Planning Technology Startups Finance 75

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 News

MARCH 31, 2024

SBI General Insurance's CFO, Jitendra Attra, unveils a strategic vision prioritizing innovation, market expansion, and profitability, echoing India's promising growth trajectory and transformative reforms in the insurance sector.

Prioritization 81

Prioritization CFO Marketing 81

Reval

APRIL 4, 2024

LONDON – 03 April 2024: ION Commodities, a leading provider of energy and. The post ION Commodities tops Energy Risk Software Rankings 2024 across multiple categories appeared first on ION.

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CFO Dive

APRIL 2, 2024

“There's been a Frankenstein from the pandemic that's been created, and we don't know how to stop it,” TD Bank’s Gregory Carlisle said last week.

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Banking 270

Nerd's Eye View

APRIL 2, 2024

Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and i

Prioritization 68

Prioritization Investments Technology Finance 68

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