CFO Dive

DECEMBER 18, 2023

Finance chiefs must find the “delicate balance between leveraging the power of digitization and fostering personal connections,” Bob Purcell writes.

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Leverage Finance 279

Future CFO

DECEMBER 18, 2023

Finance leaders, including organisations' chief financial officers, are now required to have a firm grasp of technology, even if in essence, it is not part of the traditional job description. The reason for this is that the role is evolving, and as technological advancements and digital transformation take up the center stage of the business landscape, CFOs must keep up.

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CFO Education Securities Technology 52

Cube Software

DECEMBER 20, 2023

Q&A: Planning with the pros The weeks leading up to the new year can be especially stressful for finance leaders.

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Planning Finance 52

CFO News

DECEMBER 18, 2023

Explore the expert guidance of CFO Chandra Chandragiri as he shares a strategic playbook for CFOs navigating uncertainties. Delve into actionable insights on value-driven risk management, the significance of ESG actions, and the pivotal role of trust in today's dynamic economic landscape.

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CFO Risk Management Economics 52

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 Dive

DECEMBER 19, 2023

While finance leaders widely view artificial intelligence as a game-changer, some are nervous about the risks of adoption, according to a OneStream poll.

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Corporate Finance Finance 299

CFO News

DECEMBER 17, 2023

Sarika Gosain, Partner at Mazars in India, explores the transformative role of auditors in ESG integration, navigating challenges, and promoting sustainable business practices in India's evolving landscape.

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Auditing Accounting 105

Future CFO

DECEMBER 19, 2023

In a bid to impact the organisation and drive change, the chief financial officer (CFO) and their colleagues must become the consummate sales team. As the business world continues to evolve , the power of sales does not reside only in the realm of the company's chief marketing officer. A CFO must develop an organisation adept at communicating, reporting, and analysis, as ideas and feedback must be clearly articulated within the company.

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CFO Marketing Leadership Communication 52

Cube Software

DECEMBER 18, 2023

What is ERP system software? ERP (Enterprise Resource Planning) systems are integrated software platforms designed to centralize and streamline business operations. They serve as the backbone of an organization's data processing and decision-making infrastructure.

Planning 52

Planning 52

CFO Dive

DECEMBER 18, 2023

As a CFO, it is essential to wear several hats, including that of managing risk effectively.

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CFO 261

Speaker: Amanda Adams, Fractional CFO, CPA

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

Navigator SAP

DECEMBER 22, 2023

Automation is the original value proposition of computers, and 50 years later there still is a lot of low-hanging fruit when it comes to freeing up employee time with the help of automation. This is especially true when it comes to financial management. While most businesses automate at least part of financial and accounting functions today, enterprise resource planning solutions (ERP) help businesses move beyond piecemeal financial management automation to end-to-end automation that saves time,

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Accounting Planning 204

Barry Ritholtz

DECEMBER 21, 2023

 At the Money: Seasonality In Stocks with Jeff Hirsch of the Stock Trader’s Almanac. (Dec 20, 2023) How do historical patterns and seasonality affect equities? Can these patterns successfully inform future investments? In this episode, I speak with Jeff Hirsch of the Stock Trader’s Almanac to discuss seasonal patterns in equities. He’s devoted much of his career to the study of historical patterns and market seasonality in conjunction with fundamental and technical analysis.

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Profit and Loss Marketing Investments Forecasting 127

CFO News

DECEMBER 20, 2023

The three-hour-long AGM witnessed the active participation of 60 shareholders. Although resolutions were approved, the extended and tumultuous nature of the meeting brought forth shareholder inquiries regarding auditor concerns.

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CFO Dive

DECEMBER 18, 2023

“Signs of stress emerged in 2023, and the market outlook is challenging” for commercial real estate, according to the Financial Stability Oversight Council.

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Marketing 301

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.

Accounting

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful 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, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is

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Numbers 98

Barry Ritholtz

DECEMBER 18, 2023

Love this giant chart! You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture.

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Investments Marketing 109

CFO News

DECEMBER 18, 2023

Boston Consulting Group (BCG), a global management consulting firm, surveyed 11,000 employees across eight countries, including India. The survey reveals that 26 per cent of Indian employees may leave their current jobs within the next year, emphasizing the critical role of emotional factors in retention.

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Management Consulting 105

CFO Dive

DECEMBER 20, 2023

With its anniversary year drawing to a close, there are signs FASB is stepping up the pace of its standards setting. Some finance executives are wary.

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GAAP Finance 306

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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.

Reconciliations

Future CFO

DECEMBER 17, 2023

Among all that has happened over the past few years following the COVID-19 pandemic, transformations within various areas of business have been seen here and there. The payments landscape is not exempted from these shifts, what with the current talks of digital transformation and technological advancements. Beyond these changes and shifts in the industry, the questions that arise are leaning towards the way of payment efficiency.

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Forecasting Finance Treasury Cost Management 90

Nerd's Eye View

DECEMBER 20, 2023

After a financial advisor and their client have agreed on a financial plan, there are usually a lot of good feelings going around. The causes of the client's worries have been identified, there's agreement on the steps that will get the client to where they want to be, and all that's left is to take action to implement the plan. But while it seems like the momentum of the earlier steps of the planning process should carry through into the implementation stage, all too often, the opposite occurs:

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Prioritization Planning Communication 89

CFO News

DECEMBER 17, 2023

Tech firms such as Accenture, IBM and Genpact have lost talent, said the people, along with Infosys, Wipro, TCS, HCL Tech and Tech Mahindra, with some of their senior executives moving either to consulting roles as Partners or senior level implementation and operations roles at the top four professional services firms.

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CFO Dive

DECEMBER 19, 2023

Effective Monday, public companies other than small reporting businesses will now be required to comply with the SEC’s new breach disclosure mandates.

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

Tips Watch

DECEMBER 17, 2023

By David Enna, Tipswatch.com The Treasury on Thursday will offer $20 billion in a reopened 5-year TIPS, CUSIP 91282CJH5, creating a 4-year, 10 month Treasury Inflation-Protected Security.

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Treasury Securities Marketing Investments 90

Nerd's Eye View

DECEMBER 19, 2023

Welcome everyone! Welcome to the 364th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ted Jenkin. Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. What's unique about Ted, though, is how his journey to facilitate financial advisor mergers and acquisitions started from selling his own $2.2-billion AUM advisory firm that he spent more

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Marketing Manufacturing Planning Sales 83

CFO News

DECEMBER 17, 2023

The EY report threw up valuable insights into how various industries are gearing up for the adoption of Gen AI. Based on a detailed survey that covered over 200 C-suite participants, the findings show that 60% of organisations acknowledge the significant influence Gen AI will have on their business models. However, around 75% express a low to moderate level of readiness to harness the benefits of Gen AI.

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CFO Dive

DECEMBER 21, 2023

With 2023 drawing to a close, all eyes are remaining on the Federal Reserve and its inflation strategies for 2024, U.S. Bank’s Stephen Philipson said.

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Banking 283

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing