Sat.Feb 18, 2023 - Fri.Feb 24, 2023

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What do budgets and hurricanes have in common?

Fpanda Club

Hurricanes are among the most violent storms on our planet producing strong winds, heavy rains and floodings. Budgeting is a type of short-term planning the goal of which is to transform strategic objectives into operational plan by allocating available resources. Though one is a natural phenomenon and the other is a business process, budgets and hurricanes have more in common than it may be noticed at first sight.

Budgeting 130
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Six steps CFOs communicating layoffs should take

CFO Dive

Layoffs are painful. Finance chiefs need to prepare in order to avoid missteps and ensure their approach to staff cuts is as empathetic and transparent as possible.

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I Bonds: Here’s a simple way to track current value

Tips Watch

TreasuryDirect’s information often confuses investors. There is another way. By David Enna, Tipswatch.com Almost every week, I get questions about the way TreasuryDirect shows the current value of I Bonds purchased within the last five years.

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Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being

Nerd's Eye View

One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. And while advisors recognize the importance of holding regular client meetings, there is no consensus about the ‘best’ cadence for them.

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The Growth Architect: How Financial Leaders are Unlocking Potential

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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A Green NPV

Corporate Finance

European low cost carrier Ryanair announced a new project that will install Split Scimitar winglets on each of the company's Boeing 737-800s. The installation is expected to reduce fuel consumption by 1.5 percent and reduce CO2 emissions by 165,000 tons per year. So, the project is green for the environment, but is it green for stock holders? A quick calculation shows that it is.

Numbers 130

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Navigator Business Solutions Selected as One of Bob Scott's VAR Stars for 2022

Navigator SAP

Bob Scott’s VAR Stars 2022 Announced

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SelectQuote latest to tap interim exec for permanent CFO

CFO Dive

Companies are looking to internal candidates to fill both interim, and possibly permanent, CFO positions as they face a shortage of qualified CFOs.

CFO 264
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Macro Snapshot / St. Louis Fed

Barry Ritholtz

Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.

Economics 122
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Effective supervision by SEBI could have saved a lot of Adani Group investors: Amarjit Chopra

CFO News

Though Adani might have become really big no single Indian corporate failure can cause the collapse of the Indian corporate world and Indian banking sector, says the former President of the Institute of the Chartered Accountants of India.

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

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!

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Make the Most of Limited IT Resources by Moving to the Cloud

Navigator SAP

Cloud computing has been a huge boon for businesses that make the leap. Despite hesitancy from companies to migrate operations, the cloud’s ability to provide system resources on-demand has become widespread, especially after heavy hitters such as Amazon, Google, and Microsoft entered the space and brought standardization.

SAP 232
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Trust, transparency key to crypto’s next phase: Circle CFO

CFO Dive

USDC issuer Circle is moving to position itself as a player in crypto’s coming “utility phase,” and continuing its efforts to become a public company, its CFO said, even as regulatory attention on the space sharpens.

CFO 290
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ChatGPT and the Future of Investment Management

CFA Institute

ChatGPT -- what's the big deal, who's at risk, and where is it going?

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Avoiding Financial Disasters

Barry Ritholtz

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.

Marketing 124
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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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DBS Bank India CFO bets big on retail and SME; targets 10-12% credit growth in FY24

CFO News

The group is looking to harness the potential of 500 odd branches that it has acquired with the successful integration of the Lakshmi Vilas Bank, says Rajesh Prabhu.

Banking 103
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Beyond Meat’s lean inventory is key, CFO says

CFO Dive

The California company is one of a growing number of firms pivoting to cut costs through layoffs, real estate consolidation and other measures.

CFO 279
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Weekend Reading For Financial Planners (Feb 25-26)

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’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers and qualified custodians, though the contours of a final regulation remain uncertain.

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10 Friday AM Reads

Barry Ritholtz

My end-of-week morning train WFH reads: • The Fed alone cannot bring inflation down : Management of demand is not efficient in dealing with supply-driven price rises: fiscal policy must play its part.art ( Financial Times ) • When a savings account is very risky : Compound Banc pays an eye-popping 7% on deposits — or at least things that look and feel a lot like deposits.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Mittal to merge Airtel Payments with Paytm?

CFO News

Telecom tycoon Sunil Mittal is seeking a stake in Paytm by merging his financial services unit into the fintech giant's payments bank, according to people with knowledge of the matter.

Banking 98
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Foot Locker moves exec to interim CFO seat

CFO Dive

The New York-based sneaker retailer is still on the hunt for a permanent replacement for departing CFO Andrew Page.

CFO 279
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Meet the Maestros – Customer Series – Carroll County Memorial Hospital

Centage

with Lesley Delaney, CFO, Carroll County Memorial Hospital Sophisticated Budgeting and Ease of Use Fosters Collaboration & Accountability Q: Can you tell us a little about your organization? A: Carroll County Memorial Hospital is a 25 bed Critical Access Hospital with over 250 employees located in Carrollton, Missouri. We provide emergency services, diagnostic services, day surgeries, outpatient specialty clinics, rehabilitation services, family care, and cancer care.

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MiB: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

 This week, we speak with Tim Buckley , who is chairman and chief executive officer of Vanguard. Buckley has been with Vanguard for 32 years and has been CEO for the past 5. Previously, he was chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Indian banks may face rise in bad loans from retail, small businesses: SBI official

CFO News

Indian banks could see an increase in bad loans in the retail and small business segments from its recent low levels, an official with the country's largest lender said on Thursday. While loans to this segment have been growing fast, defaults have thus far been few.

Retail 98
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Employers to tweak, not ditch health perks

CFO Dive

Most companies are doubling down on offering expanded health-related benefits even as some firms have had difficulty gauging the return on their investments in the programs.

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Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

Nerd's Eye View

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

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Transcript: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

 Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

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Back to Basics with Reconciliations

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.