Anaplan

MAY 27, 2021

Corporate finance is a more dynamic, influential career choice than in past decades. To thrive there, you need to be flexible, adaptable, and comfortable with ambiguity.

Finance 59

Finance Corporate Finance 59

Musings on Markets

MAY 24, 2021

As we approach the mid point of 2021, financial markets, for the most part, have had a good year so far. Looking at US equities, the S&P 500 is up about 11% and the NASDAQ about 5%, from start of the year levels, and the underperformance of the latter has led to a wave of stories about whether this is start of the long awaited comeback of value stocks, after a decade of lagging growth stocks.

Investments 55

Investments Treasury Currencies Marketing 55

Corporate Financial Weekly Digest

MAY 28, 2021

After approximately 16 years of publication, today is our final official edition of Corporate & Financial Weekly Digest. On behalf of our attorneys, editors and all of our authors, we are proud to have been a reliable source on trending legal issues. Please stay tuned, as Katten will continue to provide timely, educational updates to our clients and subscribers via advisories and other future publications.

Education 52

Education 52

Planful

MAY 27, 2021

Jeff Ignacio, head of Revenue and Growth Operations at UpKeep, joined me on the Being Planful podcast to explain why and how he transitioned from FP&A to the operational side of Sales. At UpKeep, Jeff is part of a fast-growing company that’s helping hard-working technicians, facility managers, and maintenance teams become more productive. But how […].

Planning 52

Planning Sales 52

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.

Leverage

CFA Institute

MAY 27, 2021

Dividends and buybacks are poised for a comeback this year.

Performance Measuring 52

Performance Measuring Economics Investments 52

CFO Share

MAY 25, 2021

The news regularly has examples of corporate fraud – Wirecard defrauded the public by €1.9B, Matel defrauded of $3M by hackers, Fiat Chrysler salespeople orchestrated $8.7M in wire fraud. Business fraud is, unfortunately, everywhere. We hear about big corporate fraud all the time, but fraud is actually most common in small businesses. As a forensic accountant , I am often called into a “failing” business only to discover an employee is stealing all the profits!

Auditing 52

Auditing Accounting Manufacturing Invoicing 52

Planful

MAY 26, 2021

CFOs are increasingly optimistic about 2021, but experts warn that FP&A should remember the lessons learned during 2020. New risks are always right around the corner, and what worked in 2020—capturing and utilizing more data, with more advanced technologies, for faster and better decision making—will likely come in handy again soon. Finance is also collaborating […].

Planning 52

Planning Finance Technology 52

CFA Institute

MAY 27, 2021

Why did the United States fail in its pandemic response?

Performance Measuring 52

Performance Measuring Risk Management Communication Leadership 52

Castle Corporate Finance

MAY 25, 2021

Here at Castle, we believe that understanding your own personality style – or ‘leadership preferences’ – along with that of your colleagues, can improve business success. That is why the second part of our Perfect Fit series assesses your business leadership and directing style and the impact this can have on you as an owner and leader. CLICK HERE TO REVEAL YOUR LEADERSHIP STYLE.

Leadership 52

Leadership 52

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.

Finance

Corporate Financial Weekly Digest

MAY 28, 2021

On May 24, the National Futures Association (NFA) issued Notice to Members 1-21-16, announcing the effective date for NFA Member swap dealer and major swap participant dues increases. NFA Bylaw 1301 imposes annual dues on NFA Member swap dealers (SD) and major swap participants (MSP). The current annual dues amounts have remained unchanged, except for a reduction in MSP annual dues, since NFA established its swap regulatory program in 2013.

40

40

Planful

MAY 27, 2021

Jeff Ignacio, head of Revenue and Growth Operations at UpKeep, joined me on the Being Planful podcast to explain why and how he transitioned from FP&A to the operational side of Sales. At UpKeep, Jeff is part of a fast-growing company that’s helping hard-working technicians, facility managers, and maintenance teams become more productive. But how did he get from FP&A to revenue operations?

Planning 40

Planning Sales Startups Finance 40

CFA Institute

MAY 23, 2021

What are some of the major misconceptions about women and investing?

Investments 52

Investments Communication Leadership Economics 52

Future CFO

MAY 27, 2021

Controllers must optimise their governance processes to balance risk management processes without stifling the productivity that the technology provides, as robotic process automation (RPA) moves from the testing phase to full adoption in most finance departments, said Gartner recently. According to the advisory firm, its research has found that enterprise-wide adoption of RPA will grow from 55% of organisations in 2019 to 90% by 2022. .

Risk Management 40

Risk Management Finance Compliance Technology 40

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.

Financial Data

Corporate Financial Weekly Digest

MAY 28, 2021

On May 26, Commodity Futures Trading Commission’s Market Participants Division (MPD) published updated responses to frequently asked questions regarding CFTC Regulation 4.27 and Form CPO-PQR (FAQs). These FAQs update the 2015 FAQs that addressed issues on Form CPO-PQR from filing mechanics and deadlines to more technical questions. In October 2020, the CFTC adopted a Final Rule amending Form CPO-PQR and CFTC Regulation 4.27, the provision requiring Form CPO-PQR reporting.

Marketing 40

Marketing 40

CFO Plans

MAY 26, 2021

By Umesha Lakshani, Client Group Controller at CFO Plans Inc. A startup is a chaotic place. It has to be! The team is learning, trying, sweating, pushing, wearing multiple hats and trying to stay afloat. It is no crime that setting up a payroll properly is the last thing in the founders’ mind. . Recently, I had the pleasure of cleaning up a newly signed start-up at CFO Plans.

Math 40

Math CFO Startups Planning 40

Corporate Financial Weekly Digest

MAY 28, 2021

On May 25, the Commodity Futures Trading Commission announced that on June 9, from 10:00 a.m. to 12:00 p.m., the Agricultural Advisory Committee (AAC) would hold a public meeting via teleconference. At this meeting, the AAC will receive a report from the subcommittee that has been evaluating CFTC policy with respect to the implementation of amendments to enumerated agricultural futures contracts with open interest.

Risk Management 40

Risk Management 40

Corporate Financial Weekly Digest

MAY 28, 2021

The Financial Industry Regulatory Authority (FINRA) has published its 2021 Annual Budget Summary (Budget Summary), which outlines how FINRA plans to deploy resources in 2021 to meet its various regulatory responsibilities. As described in the Budget Summary, FINRA’s 2021 operating revenues are projected to be lower than 2020 operating revenues, due to the unique set of circumstances arising from the COVID-19 pandemic that contributed to increased revenues due primarily to higher trading volumes

Budgeting 40

Budgeting Auditing Compliance Numbers 40

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.

Forecasting

Corporate Financial Weekly Digest

MAY 28, 2021

On May 25, the Financial Industry Regulatory Authority (FINRA) published the 2021 FINRA Industry Spotlight (Industry Spotlight), which is FINRA’s annual statistical report covering the brokerage firms, registered representatives and market activity that FINRA regulates. The 2021 edition includes new statistics on US Treasury volume and corporate financing filings.

Treasury 40

Treasury Corporate Finance Finance Numbers 40

Future CFO

MAY 27, 2021

The C-suite can no longer afford for their tax functions to be consumed by routine compliance and reporting activities, said Deloitte recently when releasing results of its Tax Transformation Trends survey which collected responses from more than 300 tax and finance executives globally. . “To truly deliver value to the business, the tax fuction needs to rethink its resourcing model and transform its technology infrastructure to create capacity and control costs,” said Phil Mills, Deloitte Global

Budgeting 40

Budgeting Compliance Finance Planning 40

Future CFO

MAY 25, 2021

Singapore has surpassed Hong Kong as Asia’s most resilient economy for the first time, said FM Global recently when releasing its global resilience index. The island city-state is the region’s biggest mover, rising 10 places to rank 12th overall due to the inclusion of new, more incisive global earthquake data incorporated into the 2021 index calculations, FM Global pointed out.

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Future CFO

MAY 24, 2021

Singapore’s GDP grew 1.3% in Q1 of 2021 compared with a year ago, according to the Ministry of Trade and Industry 's data released on Tuesday. The percentage has been the highest growth rate in Singapore since Q4 of 2019 and much higher than its official advance estimate of a 02% expansion. The country’s GDP expanded 3.1% quarter-on-quarter, higher than its earlier estimate of 2%.

Construction 40

Construction Manufacturing Forecasting Numbers 40

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

Accounts Payable

Future CFO

MAY 23, 2021

Remote work is a trend that shows no sign of slowing down. It alleviates commutes, allows organizations to hire talented employees wherever they may live, and provides more flexibility and work-life balance. It also builds in redundancy and resiliency if a workplace isn’t available due to anticipated or unforeseen circumstances, from a renovation or broken air conditioning in summer, to a disaster like a fire or flood, to work-from-home mandates.

SAP 40

SAP Finance Accounting 40

Future CFO

MAY 23, 2021

Digital transformation started long before the pandemic. Remote work or work from home started around the time of digital transformation – long before the pandemic. Corporate spending has been evolving as employee spend undergo fewer oversight. However, as employees and companies struggle to find the answer between work-from-home and work-in-the-office, there is an opportunity for companies to transform corporate spend management.

Planning 40

Planning SAP Prioritization Economics 40

Future CFO

MAY 23, 2021

There’s never been a more critical time to see spending. . It’s always a good time to keep an eye on your budgets and cash, but with the catastrophic changes business have worked through during the pandemic, spend visibility has gone from consequential to crucial. Ask yourself, for example: . How many more employees are making spending decisions for your company?

SAP 40

SAP Budgeting Finance Accounting 40

Future CFO

MAY 23, 2021

Moving business forward in an unpredictable market. There’s always been a strain on budgets, but never like this. Never before have i’s been so strategically dotted and t’s so carefully crossed. Controlling travel and expense (T&E), to put it mildly, is more critical than ever. Think about it. Even when it was “business as usual,” were you completely confident in your ability to stay on top of travel and expense costs, for example?

Compliance 40

Compliance SAP Budgeting Technology 40

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