Sat.Sep 28, 2024 - Fri.Oct 04, 2024

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At The Money: At the Money: Finding Overlooked Private Investments

Barry Ritholtz

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? Can your capital make an impact? Full transcript below. ~~~ About this week’s guest : Soraya Darabi, partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, th

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Celebrating the trailblazing women-led startups from this year’s WMNfintech cohort

Bank of the West

On September 26, BMO and 1871 gathered with community members, industry experts and startup ecosystem leaders at the fifth annual WMNfintech Showcase to celebrate the five trailblazing women-led startups that… Read more The post Celebrating the trailblazing women-led startups from this year’s WMNfintech cohort appeared first on About BMO.

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Translating Financial Performance into Tangible Results: A CFO’s Guide

CFO Talks

Translating Financial Performance into Tangible Results: A CFO’s Guide In the dynamic world of finance, one of the greatest challenges for CFOs is translating financial performance into tangible results. It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact.

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NFRA at six: Top auditors urge stronger engagement and tech use amid rising debarments

CFO News

As the NFRA marks six years of enhancing audit quality in India, top auditors call for stronger governance engagement, technological adoption, and a remedial approach.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Variable Expenses: What are They and Examples

The Finance Weekly

Mastering variable expenses is key to accurate budgeting and strategic cost management. But why is this understanding so vital? In short, having a firm grip on variable expenses directly influences your financial outcomes and overall organizational health. Differentiating Between Variable, Fixed, and Semi-Variable Costs Every business has a cost structure made up of fixed, variable, and semi-variable expenses.

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AI is Revolutionizing Business Operations, and Finance Is No Exception

CFO News

The CFO roundtable, “Hopping on the AI Express,” organized by ETCFO and Oracle NetSuite, featured industry leaders discussing AI’s transformative impact on finance efficiency, decision-making, and risk management for growing businesses.

Finance 75
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1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran

CFO Thought Leader

It wasn’t long after Laura LaPeer left public accounting to climb the corporate career ladder that she encountered her first delicate challenge as a controller. Just a year into her new role, her employer was acquired, and LaPeer was unexpectedly asked to explain complex working capital issues to the new owners. The head of finance for the acquired firm struggled to present the information clearly, while the new owners shifted uneasily in their seats.

CFO 52
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Top 10 Financial Planning and Budgeting Software in 2024

Lime Light

Discover the top 10 financial planning and budgeting software in 2024 to improve efficiency, streamline processes, and make smarter financial decisions.

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CFO Succession Planning Best Practices

CFO Selections

Today’s executive financial hiring numbers reveal a surprising trend! Recent data shows that the rate of companies hiring externally for their Chief Financial Officer (CFO) role is at a 10-year high. The prevailing theory as to why so many companies are looking outside their organization to hire a CFO is that succession planning for CFOs has been deprioritized in recent years as they have focused on tackling their organizations’ more pressing needs instead.

CFO 52
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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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Generative AI hits 28% usage rate, spreads throughout US workplace: NBER

CFO Dive

By March generative AI’s most common tools had been accessed more than 3 billion times by hundreds of millions of users every month.

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Drive Smart Manufacturing with SAP S/4HANA Cloud Public Edition

Navigator SAP

Manufacturers are buffeted by a range of challenges today. From supply chain issues and the rising cost of raw inputs to labor shortages and technological change, there are many issues to keep management up at night. But smart manufacturing and core enabling technologies such as SAP S/4HANA Cloud Public Edition can help.

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Just do it! Brand Name Lessons from Nike'sTroubles!

Musings on Markets

I have spent the last week reading " Shoe Dog ", Phil Knight's memoir of how a runner on the Oregon University track team built one of the great shoe companies in the world, in Nike. In addition to its entertainment value, and it is a fun book to read, I read it for two storylines. The first is the time, effort and grit that it took to build a business, in a world where risk capital was more difficult to access than it has been in this century, and in a business where scaling up posed significan

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Weekend Reading For Financial Planners (October 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver of change.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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What must-have AI skills do finance execs need? First, dig in.

CFO Dive

CFOs don’t need to code AI themselves, but they do need to try it out and learn how it can be applied to their individual situations, consultants say.

Finance 318
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Identifying Types of Fraud in Organisations

CFO Talks

Identifying Types of Fraud in Organisations Fraud can strike any organisation, regardless of size or industry, and its impacts can be severe ranging from financial losses to reputational damage. For CFOs, identifying and mitigating fraud is crucial to safeguarding the organisation’s assets and maintaining stakeholder trust. This article provides an in-depth look at the common types of fraud in organisations, how to spot them, and actionable tips on prevention. 1.

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Modern Nonprofit Podcast: Vision-Directed Strategic Planning

The Charity CFO

Welcome to another Modern Nonprofit Podcast , with our host as always Tosha Anderson! Today we welcome Jennifer Drago, the founder of Peak to Profit , where she serves as a strategy consultant. Jennifer is at the top of her game, helping healthcare, senior living, and nonprofit organizations implement vision and data-driven strategies to assist with their growth.

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Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement

Nerd's Eye View

Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives).

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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Fed’s Cook says ‘impressive’ AI innovation has yet to lift productivity

CFO Dive

Cook highlighted the long-term potential of artificial intelligence to spur economic growth, lift wages and ease price pressures.

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Chinese Study highlights limitations on IAS 38, accounting for intangible assets

CFO Talks

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries. The research “How to improve IFRS for intangible assets? A milestone approach” was authored by Shefei Ma and Weiguo Zhang in 2023.

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Print journalism: For me, it’s the end to an era

Tips Watch

Newspaper companies once had a near-monopoly on local advertising. But the best businesses have to keep adapting. By David Enna, Tipswatch.com Today, after 38 1/2 continuous years, I let my subscription to the printed Charlotte Observer expire.

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CEO Peer Groups: A Strategy For Financial Advisors To Build Trust With And Attract Business Owner Clients

Nerd's Eye View

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. However, while business owners can be compelling clients, they can also be difficult to find and prospect in the first place.

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Inflation, interest rates continue to drive big business bankruptcies

CFO Dive

The services, manufacturing, finance and real estate sectors are among the industries experiencing higher levels of financial distress, according to Cornerstone.

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The Importance of Self-Awareness in Leadership Development

CFO Talks

The Importance of Self-Awareness in Leadership Development As a CFO, your role extends beyond managing finances; you are a key leader within your organisation. Leadership isn’t just about guiding your team or making strategic decisions; it’s also about understanding yourself. One of the most crucial, yet often overlooked, skills in leadership development is self-awareness.

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Outdated SA 600 poses risk of future corporate scandals; urgent reform must says NFRA's R. Narayanaswamy

CFO News

In an exclusive interview with ETCFO, R. Narayanaswamy, part-time member of NFRA, discusses the legal framework for auditing standards, challenges to NFRA’s authority, the power dynamics between NFRA and ICAI, and the need for accountability in financial reporting.

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#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco

Nerd's Eye View

Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What's unique about Gaetano, though, is how after breaking away from an insurance broker-dealer with barely $5M in assets under management, he has been abl

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.