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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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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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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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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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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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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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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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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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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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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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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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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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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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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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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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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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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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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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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Update on SAP Green Ledger Sustainability Solutions Ahead of COP29

Bramasol

With COP29 coming up November 11-22, 2024 in Baku, Azerbaijan, this is a good opportunity to review progress toward climate goals and to update new developments in SAP's ongoing focus on delivering end-to-end carbon management and ESG reporting solutions. COP29 Overview COP29 is the 29th annual meeting of the Conference of Parties (COP), which is the primary decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC).

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.