CFO News
AUGUST 8, 2023
Due diligence, optimized technology, the ability to integrate organizational capabilities, and proper consideration of acquisition risks are the critical factors for fruitful M&A transactions.
CFO Simplified
AUGUST 7, 2023
Many business owners want to know if it is time to sell their company. While it is a good question to ask, it is usually not asked often and early enough in the development and management of a company. Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes.
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CFO Simplified
AUGUST 7, 2023
The most frequent activity in any business is decision making. Most of those decisions we don’t even consider decisions because the answers come so naturally. We don’t truly “decide,” we just “do.” But when it comes to decisions in your business, what process, what decision making model do you usually follow? Some approaches to decision making involve others on your team.
Spreadym
AUGUST 10, 2023
When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. It's advisable to thoroughly evaluate your options, possibly through demos or trial periods, and consult with stakeholders to ensure the chosen solution aligns with your organization's needs and goals.
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.
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Financial Analyst Insider
AUGUST 5, 2023
Managing stakeholders is vital for project success as it involves recognizing, examining, and engaging with individuals or groups who have a stake in the project’s The post How to Tackle Hurdles in Stakeholder Management appeared first on Financial Analyst Insider.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Dive
AUGUST 8, 2023
Leveraging unused data can help CFOs gain better insights surrounding efficiency and employee performance, clearing the path to growth even in turbulent economic times.
CFO Dive
AUGUST 7, 2023
The share of tech job postings that are for remote positions declined to 18.6% in May after hitting a post-pandemic peak of 24% last August, according to JLL and Lightcast.
Spreadym
AUGUST 8, 2023
An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. It serves as a detailed guide for managing day-to-day operations, allocating resources, and achieving financial goals. Operating budgets are crucial for maintaining financial stability, making informed decisions, and evaluating performance.
Navigator SAP
AUGUST 11, 2023
Not all backend systems are created equal. For food and beverage manufacturers, sustained profitability often comes down to supply chain and operational visibility combined with greater process efficiency. These dynamics are supported or hindered by the enterprise resource planning solution that a food and beverage manufacturer have in place.
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!
CFO News
AUGUST 10, 2023
ECL Guidelines: The ECL framework is envisaged under the new Indian accounting standards or Ind-As, which are expected to be adopted by banks in the next two years.
CFO Dive
AUGUST 11, 2023
Top executives are preparing for a downturn, a CEO survey showed, despite 2.4% growth, slowing inflation and brighter consumer sentiments.
Nerd's Eye View
AUGUST 9, 2023
The original SECURE Act, signed into law in December 2019, changed many of the long-standing rules governing IRAs and other retirement accounts, and no single measure in the legislation had a more seismic impact on planning than the changes to the post-death distribution rules for retirement accounts. Specifically, the law stipulated that "Non-Eligible Designated Beneficiaries" (i.e., designated beneficiaries who are neither surviving spouses nor fall into a limited number of other categories) w
Centage
AUGUST 8, 2023
When an organization first sets up its budget, an easily accessible tool like Excel can be the perfect solution. It is the most widely used software application in the workplace – you’d be hard pressed to find anyone without at least occasionally opening an Excel workbook and using it for a variety of applications. But as a business grows and financials become more complex, an Excel or spreadsheet-based budget may be holding it back.
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
CFO News
AUGUST 8, 2023
India should be confident enough to deconstruct the rest of the world on its own terms as a rising economic power, creating global norms and benchmarks in various fields, Sanjeev Sanyal, Member of the Economic Advisory Council to the Prime Minister, said
CFO Dive
AUGUST 9, 2023
The former Tesla finance chief is leaving with millions in company stock and options as the EV maker faces stiff industry competition.
CFO Thought Leader
AUGUST 8, 2023
The big-city addresses that frequently prettify the office locations of esteemed accounting houses have continued to be a reliable draw for 20-something-year-old accounting grads eager to be counted among urban professionals. Thus we would not have been surprised to learn that back in the late 1980s, when recent grad Jim Caci was assigned to Arthur Andersen’s Roseland, New Jersey, office, he experienced what might have been called a “ho-hum” moment.
Nerd's Eye View
AUGUST 8, 2023
Welcome back to the 345th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lori Van Dusen. Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issue
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.
CFO News
AUGUST 10, 2023
This week, in the bi-monthly monetary policy, given our inflation and the impact of geopolitical tensions, many experts thought RBI will follow the Fed. But we followed our own path. RBI governor Shaktikanta Das said, “A large economy marching ahead with vast domestic demand, untapped resources and demographic advantages, India can become the new growth engine for the world.
CFO Dive
AUGUST 9, 2023
The ESG backlash has compelled companies to alter their sustainability strategies, including ensuring close alignment with core business goals, the Conference Board said.
The Reformed Broker
AUGUST 5, 2023
We had a lot of fun with Joe Terranova and Mark Fisher on the show this week. Mark shared a lot of behavioral stuff about what it takes to make it as a trader. It’s not for everyone and it costs a lot to find this out. I was fascinated by the discussion and judging for the feedback we’ve gotten, a lot of our listeners were as well. You can watch the full episode here: Or find it on your favorite podcast ap.
Nerd's Eye View
AUGUST 7, 2023
Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, 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 that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate plan
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.
CFO News
AUGUST 8, 2023
The earlier deadlines to implement the second and third phases of the peer review mechanism, aimed at bolstering auditing standards, were July 1, 2023 and April 1, 2024, respectively.
CFO Dive
AUGUST 9, 2023
The deal comes as many companies grapple with how to rein in out-of-control SaaS spending.
Tips Watch
AUGUST 6, 2023
Time redemptions to take full advantage of the recent 6.48% variable rate. By David Enna, Tipswatch.com First off, before I start talking about redeeming investments in U.S.
Barry Ritholtz
AUGUST 8, 2023
I love FRED — I am a big user of their charts and data (and even their swag ). Where I go full heterodox are in things like the Macroeconomic Uncertainty Index, which is a recent addition to FRED’s awesome database. It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” FRED’s post on it observed that “Economists Kyle Jurado, Sydney Ludvigson, and Serena Ng use a set of 132 individual macroeconomic t
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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.
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