Sat.Sep 17, 2022 - Fri.Sep 23, 2022

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Benefits of a Fractional CFO in a recession

CFO Share

The threat of a recession in 2023 could make you reluctant to take on new contractor expenses but engaging a Fractional CFO should be one major exception. You are missing an essential skill set for navigating a recession if your small business does not have a professional financial expert on your team. Not sure if a fractional CFO is the right hire for your business?

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Short-term Treasurys: Even more attractive now.

Tips Watch

By David Enna, Tipswatch.com Back in early July, I wrote an article suggesting a strategy of staggering purchases of short-term Treasurys to boost your gains on cash holdings.

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Trending Sources

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Most CFOs say controllership not ready for digital future

CFO Dive

Financial executives said controllers are not fully equipped to take on a bigger role in strategic planning, according to a survey by Deloitte and the Institute of Management Accountants.

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Inflation Expectations: A Dubious Survey

Barry Ritholtz

One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He thinks about expectations, gives speeches on them, and uses the data series when enacting Federal Reserve policies to combat inflation. The problem is that all consumer surveys (including inflation expectations) are deeply problematic.

Budgeting 133
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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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Syncing Product Development and Finance in Manufacturing

CFO Selections

Without products to sell a manufacturer cannot exist. But without products that sell profitably , it will not stay in business. This is where product development and finance intersect. Strong financial leadership will ensure that the products being developed are right for the market, priced correctly, and attracting key customers. In an ideal scenario, it looks something like this: Finance will provide the data required to make product decisions.

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How Does a Retail Company Benefit from ERP?

Navigator SAP

The past couple of decades have seen massive transformations in the retail industry—from purely brick-and-mortar stores to online shopping, to dynamic and innovative customer experiences in both online and physical spaces. And those are just the changes the average shopper can see. Digital transformation behind the scenes, affecting how businesses run and grow their retail operations, has been even more rapid and impactful.

Retail 130
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CFOs see hiring woes persisting into 2023: Gartner

CFO Dive

Hiring and retaining workers, forecasting and cost-cutting are the top three most difficult tasks on CFOs’ to-do lists over the next 12 months, according to a recent Gartner survey.

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You’re not good at this.

The Reformed Broker

A recession so contrived and man-made that every economist, politician, business owner, college student, CEO, rapper and professional athlete has been able to see it coming in real-time for months and months… Take a picture, you may never see anything so obviously about to happen ever again. A child could have foreseen it. At a certain point, a person who is charge of price stability should probably look in the mirr.

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If It Sounds Too Good To Be True…

Barry Ritholtz

How would you like to buy a Rolex — brand new, with papers and box — for MSRP? Prices have skyrocketed for used timepieces, and it would be perfect to nab that Daytona or Batman you have been eyeballing all pandemic for a reasonable amount of cash. Watch Rapport (link omitted on purpose) has every Rollie for sale up for pre-order at MSRP.

Finance 132
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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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Navigator Business Solutions & UBIX Labs Partner to Provide Advanced Analytics to Drive Intelligent Transformation

Navigator SAP

This partnership will bring Advanced Analytical Intelligence into reach for Mid-Market companies.

Marketing 130
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SEC presses for economic risk disclosures

CFO Dive

The SEC’s focus on disclosures related to turbulence in the economy comes as the agency pushes companies to disclose more about executive pay.

Economics 328
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Authority And Freedom by Jed Perl: A Review

CFO News Room

A book entitled Authority and Freedom sounds like it could be a lesson regarding political libertarianism and government, or a discussion on the philosophical relationship between the two concepts. Jed Perls’ book is neither, as the subtitle is “ A Defense of the Arts.”. The book has two premises. The artistic enterprise, no matter what genre (visual art, music, poetry, sculpture, architecture, novela) involves a balance between the authority of the genre’s tradition and its materials, and the i

Economics 130
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Changes in Global Wealth 2021

Barry Ritholtz

Every year, Credit Suisse puts out an in-depth look at wealth around the world (I often pull a chart or two for the reads). The data always has some interesting findings about how the very wealthy are investing, consuming, and otherwise spending their time and money. I don’t always reference it, but intriguing and anomalous findings are always worth sharing.

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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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Open-Source ERP Systems for Small Business: Pros and Cons

Navigator SAP

If you are looking into Enterprise Resource Planning (ERP), there are choices to consider. When it comes to small business ERP solutions , it’s important to evaluate open-source and enterprise software.

Planning 130
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Companies mull benefits of interim CFOs

CFO Dive

Interim CFOs can cut through politics to help navigate companies through murky waters, experts say.

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The Inflation Game: War, Peace, and the Perils of Central Banking

CFA Institute

Recession is now a virtual inevitability.

Banking 119
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2023 Ferrari Purosangue

Barry Ritholtz

The Devil must be strapping on his ice skates: Ferrari just introduced the Purosangue, a 4-door, 4-seater SUV crossover. We should not be surprised. Other sports car makers have embraced the SUV to great success: The Cayenne (literally) saved Porshe from bankruptcy; Lamborghini Urus helped drive the company’s worth to ~$11 billion. That Maranello wants some of that juice reveals how the modern world of ultra-luxury playthings works.

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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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Best Ways of Increasing Throughput in Small Business

Navigator SAP

You need to operate at maximum capacity as a small business to get more profits. This means that throughput is an important metric you need to follow closely–throughput refers to the amount of a product or service that a company can produce and deliver to a client within a specified period of time. Simply put, it’s the speed at which something is processed.

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Reputation’s new CFO says scenario planning is key

CFO Dive

Seasoned SaaS financial leader Marc Linden says CFOs need to prepare for macroeconomic turbulence.

Planning 292
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10-year TIPS reopening auction gets real yield of 1.248%, highest in more than 12 years

Tips Watch

Investors benefited from turmoil in the financial markets. By David Enna, Tipswatch.com In the midst of a highly volatile bond market, the Treasury’s offering of a reopened 10-year TIPS — CUSIP 91282CEZ0 — generated a real to maturity of 1.

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Transcript: Albert Wenger

Barry Ritholtz

? ?. The transcript from this week’s, MiB: Albert Wenger, Union Square Ventures , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Valuation 122
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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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Weekend Reading For Financial Planners (Sept 24-25)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a risk alert putting advisors on notice that examiners will be conducting a number of reviews to evaluate how firms are complying with the Commission’s new marketing rule, which it will begin to enforce starting November 4.

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Fed tightening deepens housing recession

CFO Dive

Record home prices, mounting construction costs and a Fed-spurred rise in mortgage rates have worsened a downturn in housing, homebuilders said.

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How Do Nonprofits Make Money?

The Charity CFO

Nonprofits exist to meet a societal need or provide a public benefit. Unlike an organization whose primary goal is to make money, nonprofits exist to meet a community’s needs. That said, while it’s not your primary purpose, your nonprofit must find ways to make money. . So what are those ways? How do nonprofits make money? Let’s take a look….

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Most pros can’t beat the market : 2021 is the 13th consecutive years in which the majority of fund managers in this category have lagged the index. ( TKer ). • The 55-and-Older Labor Market Exodus Is a Statistical Mirage People in their late 50s and early 60s haven’t stopped working, and for those over 65, workforce participation declines have been smaller than generally portrayed. ( Bloomberg ) see also Quiet Quitting Is a Fake Trend : What peopl

Sales 119
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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.