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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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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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.

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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 256
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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 120
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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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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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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.

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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 284
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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 122
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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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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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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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CFO, CIO relationship key to optimize tech spend

CFO Dive

Nearly half of execs expect cyber attacks on financial data to increase in 2023, but the majority of finance leaders don't have consistent communication with their CIO to mitigate this risk.

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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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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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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.

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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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3 currency hedging lessons learned

CFO Dive

Though the U.S. dollar has trended weaker since hitting a two-decade high in September, U.S. Bank’s Paula Comings still advises companies to revisit their hedging policies.

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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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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.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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Best Secured Business Credit Cards – Build Business Credit Easily

Business Credit Blogger

Best Secured Business Credit Cards How can you get a business credit card if you have less than perfect credit? If your goal is to strengthen or build business credit, this post is for you. You’ve probably heard a secured credit card can be a good option to build or rebuild your personal credit. But […] The post Best Secured Business Credit Cards – Build Business Credit Easily appeared first on Business Credit.

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Home Depot CFO expects flat consumer spending, sales

CFO Dive

The home goods and improvement company is committed to a $1 billion investment in compensation for its frontline workers, CFO John McPhail said, even as it forecasts flat 2023 sales.

CFO 256
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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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Adani staff manipulated information, removed warnings on website, claims Wikipedia

CFO News

This followed US short-seller Hindenburg Research accusing the group of accounting fraud, stock price manipulation and money laundering, allegations that the conglomerate has repeatedly denied, and threatened legal action.

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Solve Your Firm's Automation Complexities Once and For All

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.