CFO Plans

DECEMBER 23, 2024

In the fast-paced world of tech startups, strategic financial planning isn’t just beneficialit’s crucial. As these ambitious companies aim to scale operations, a solid financial strategy becomes the cornerstone for sustainable growth. Start Your Financial Transformation Today with expert guidance from CFO Plans. This article delves into how tech startups can navigate financial complexities, leveraging the strategic insights of a Chief Financial Officer (CFO) and other vital financial

Startups 52

Startups Planning CFO Budgeting 52

Lime Light

DECEMBER 24, 2024

Anaplan is a cloud-based FP&A tool that enables SaaS companies to connect financial planning, forecasting, and reporting across departments in a single platform. It supports real-time scenario modeling, collaboration, and analysis, helping finance teams adapt plans quickly and make informed, data-driven decisions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Finance 52

Future CFO

DECEMBER 22, 2024

Why Asia Leads the World in E-Invoicing Asia has become a global leader in e-invoicing, with early adopters like South Korea and India setting the pace, and newer entrants such as Malaysia and Thailand rapidly catching up. Countries like Vietnam, the Philippines, and Indonesia are fully committed to using e-invoicing to streamline tax processes, enhance transparency, and support economic growth.

Invoicing 98

Invoicing CFO Compliance Auditing 98

CFO Thought Leader

DECEMBER 24, 2024

Inside The Mentoring Round Eliran Glazer, CFO at Monday.com, emphasizes the importance of balancing growth with efficiency by using clear KPIs and metrics to measure business health and ROI from online marketing campaigns. He advocates for a streamlined dashboard approach to data analysis, using their BI system “big brain” to monitor four product lines.

CFO 52

CFO Data Analysis Finance Technology 52

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Leverage

Lime Light

DECEMBER 24, 2024

SaaS companies face several unique challenges in effectively managing their finances: a highly saturated SaaS market, rapid technological changes, rising operational costs, and ensuring robust data security and privacy measures.

Finance 40

Finance Securities Technology Marketing 40

Nerd's Eye View

DECEMBER 23, 2024

As 2024 comes to a close, it is a time of reflection on the year… and leaves me so thankful once again to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors… and that the sheer length of our articles and p

Investments 52

Investments Numbers 52

Tips Watch

DECEMBER 22, 2024

It is a possibility, says a T.Rowe Price analyst. We haven’t seen that level in 25 years. By David Enna, Tipswatch.com The chief investment officer at T.

Treasury 67

Treasury Investments Finance 67

Global Finance

DECEMBER 23, 2024

Young Kyu Kim, head of FX & Derivatives Sales at Hana Bank, discusses FX management in Asia going into2025 amid escalating US-China tensions. Global Finance : While geopolitics is arguably the number one concern of corporates in the US and Europe, what is currently keeping Asian corporates up at night when it comes to FX markets? Young Kyu Kim : Geopolitics is also a growing concern for Asian companies.

Sales 87

Sales Currencies Foreign Exchange Risk Management 87

Barry Ritholtz

DECEMBER 24, 2024

The transcript from this weeks, MiB: Dana Mattioli on Amazons Everything War , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, I have another extra special guest.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Retail Advertising 52

Advertisement

Bleisure travel — where employees combine work and leisure — has been around since the advent of corporate travel and is here to stay. Successful bleisure policies strike a balance between employee preferences and company goals — workers report a 64% improvement in work-life balance, while companies benefit from reduced travel costs and increased workforce innovation.

Compliance

Navigator SAP

DECEMBER 27, 2024

One of the principal stakeholders who often drive digital transformation is the CFO. This is not surprising, because digital transformation and the adoption of a modern ERP solution benefits both financial performance and operational efficiency, two areas that are particularly near and dear to the CFO job function. Digital transformation also benefits CFOs more directly, because it assists with streamlining and automating financial business complexity.

CFO 219

CFO Sales SAP Finance 219

Nerd's Eye View

DECEMBER 26, 2024

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Then, technology evolved, introducing tools like Excel, the internet, and sophisticated financial planning and CRM software that transformed how advisors deliver financial advice.

Technology 88

Technology Planning Problem Solving Communication 88

Global Finance

DECEMBER 26, 2024

Starting Jan. 1, the United Arab Emirates (UAE) will levy a tax of 15% on large multinationals (MNCs) operating in the country as part of corporate tax reforms required by the Organization for Economic Cooperation and Development (OECD). The OECD framework aims to clamp down on tax avoidance. The OECD regulations known as the Global Anti-Base Erosion Rules or GLoBE, has seen over 135 jurisdictions agree to update elements of the international tax system.

Compliance 111

Compliance Economics Finance Investments 111

CFO News

DECEMBER 22, 2024

The 55th GST Council meeting has unveiled a series of pivotal recommendations designed to deliver targeted relief, streamline compliance processes, resolve industry ambiguities and promote trade facilitation, experts said on Sunday.

Compliance 97

Compliance 97

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Navigator SAP

DECEMBER 23, 2024

SAP has announced the integration of its AI copilot, Joule , into SAP S/4HANA Cloud Public Edition and supply chain management applications, enhancing user interaction and operational efficiency. In SAP S/4HANA Cloud Public Edition , Joule streamlines tasks by enabling quick navigation, providing instant insights into business data, and offering guidance through relevant enablement content.

SAP 208

SAP Planning 208

Nerd's Eye View

DECEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so. The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them,

Valuation 97

Valuation Tax Planning Planning Securities 97

Global Finance

DECEMBER 26, 2024

Some have greatness thrust upon them. Syria and its well-wishers worldwide hope that acting finance minister Riad Abd El Raouf will enter those ranks in the coming months. Raouf, 49, cuts a lonely figure as the only Bashar al-Assad appointee retaining a top cabinet post after the dictators shocking ouster by Islamist rebels. With a doctorate in accounting and auditing from Frances Universite Paul Verlaine, trilingual in Arabic, French and English, Raouf returned home to teach at Damascus Univers

Finance 105

Finance Auditing Currencies Banking 105

CFO News

DECEMBER 24, 2024

2024 redefined financial leadership with many CFO appointments across technology, banking, FMCG, real estate, and renewable energy sectors. ETCFO spotlights key transitions, from Kevan Parekh at Apple, Shiv Walia at HCL Technologies, Badal Bagri at DLF, Sanjay Sharma at Air India to Pam Kaur breaking 160-year-old history at HSBC by being the first female CFO.

CFO 81

CFO Leadership Technology Banking 81

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 Thought Leader

DECEMBER 24, 2024

Monday.com CFO Eliran Glazer highlights three vital priorities for 2025. First, he stresses that long-term efficiency must guide strategy. Instead of focusing solely on near-term investor demands, CFOs must structure financial planning like a marathonmapping out sustainable growth through transparent scenario planning that accounts for macro uncertainties.

CFO 52

CFO Finance Planning Accounting 52

Nerd's Eye View

DECEMBER 25, 2024

The core question in the prospecting process is often one of mutual fit – balancing personality compatibility with the advisor's value proposition versus the problem to be solved. The typical prospecting process involves multiple meetings, and a fairly common response for advisors to hear after giving their 'pitch' is that the client needs some extra time to think about it.

Sales 80

Sales Communication Planning 80

Global Finance

DECEMBER 26, 2024

Nippon Life Insurance, Japans largest private insurer, is spending $8.2 billion on global life insurance firm Resolution Life Group Holdingsmarking the largest overseas acquisition in Japans insurance industry. This move underscores Nippon Lifes ambition to bolster its global presence amid a shrinking domestic market due to Japans aging population and low-interest-rate environment.

Leverage 105

Leverage Finance Investments Marketing 105

CFO News

DECEMBER 23, 2024

With international initiatives like the OECDs BEPS framework and the implementation of global minimum taxes, the central government is tightening controls to prevent profit shifting, increase transparency, and attract genuine foreign capital, say tax experts.

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Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

The Finance Weekly

DECEMBER 24, 2024

When running a business, understanding your finances isn't just importantits essential. Among the many metrics out there, one stands out for its ability to offer clear insights into your profitability: net profit margin. Today, well walk through what net profit margin means, how to calculate it, and benchmarks to consider based on your industry.

Benchmarking 52

Benchmarking Healthcare Manufacturing Prioritization 52

Nerd's Eye View

DECEMBER 24, 2024

Welcome everyone! Welcome to the 417th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Paul G McManus. Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process. What's unique about Paul, though, is how he counsels advisors not to write books for the potential royalties they could earn, but rather as a means to establish themselves as an authority in the m

Communication 52

Communication Leverage Marketing Accounting 52

Global Finance

DECEMBER 26, 2024

It was the year-end story that captivated many but eluded most: Willow [a quantum processor] performed a standard benchmark computation in under five minutes that would take one of todays fastest supercomputers 10 septillion (that is, 10) years a number that vastly exceeds the age of the universe, Google researchers announced in a blog post in December.

Benchmarking 105

Benchmarking Finance Technology Investments 105

CFO News

DECEMBER 26, 2024

In 2024, Indias GST framework saw measures like the Amnesty Scheme, e-invoicing mandates, biometric authentication, and GSTAT operationalisation, streamlining compliance, reducing disputes, and enhancing technology.

Invoicing 75

Invoicing Compliance Technology 75

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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