Sat.Jul 17, 2021 - Fri.Jul 23, 2021

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The Market Beats Robots!

Corporate Finance

A recent article highlights a retirement issue, "lost" 401k accounts. It is estimated that 24 million accounts containing $1.35 trillion in assets have been left in 401k accounts when someone leaves an employer. And while these can be claimed easily, we want to make sure that you don't forget about a retirement account. You can often leave a 401k account with an old employer if you like the options and costs available, but you can also roll over the account tax-free into an IRA.

Marketing 100
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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public. The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

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PodChats for FutureCFO: Future-proofing cash conversion cycles

Future CFO

The adage “cash is king” resurfaces every time the world is on the brink of collapse when capital is tight and economies unpredictable as in the case of the last year and a half with the onset of the COVID-19 pandemic. In an increasingly uncertain world, companies must build stronger relationships across their ecosystems if they are to achieve future growth.

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Four Trends Shaping the 2021 Enterprise Performance Management Solutions Landscape

Jedox Finance

2021 market studies and user surveys by independent analyst firms Dresner Advisory Services (DAS), Business Application Research Center (BARC) and BPM Partners reveal current market trends for enterprise performance management and planning solutions. In this blog post, we'll review and highlight these trends.

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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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Bond Ratings Jump

Corporate Finance

In early 2020, COVID-19 lockdowns slowed the economy and resulted in a record dollar amount of debt being downgraded. By the end of the year, the default rate on corporate bond reached 6.8 percent. Now, with the economy recovering, corporations are becoming healthy and a record $127.9 billion worth of debt was upgraded in May 2021. In early June, a record $340 billion had been upgraded over the previous 10 weeks.

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Quarterly global deal values hit record level in the past year

Future CFO

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. Fresh capital inflows led by SPACs have been an important catalyst, plus an increase in PE investment and corporate acquisitions—particularly focused on technology assets, PwC pointed out.

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Agile workforce planning is as much about managing relationships as it is managing processes

Anaplan

Every business function depends acutely on its workforce. Workforce planning is no longer regarded as simply “an HR task,” but rather a collaborative effort across the organization, with HR playing a central role.

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China Cracks Down on IPOs

Corporate Finance

The IPO market has been hot this year, with more than 200 offerings raising over $70 billion. Of these IPOs, 30 were Chines companies, making 248 U.S. exchange listed China-based companies totaling $2.1 trillion in market value. Now, new rules by the Chinese government may slow Chinese domiciled companies listing on U.S. exchanges. The Chinese State Council stated that it would update the rules for "the overseas listing system for domestic enterprises"and tighten restrictions on cross-border dat

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Myth-Busting: Equities Are an Inflation Hedge

CFA Institute

How can investors hedge against inflation risk? Do equities offer any protection?

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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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How robust is your carbon trading strategy and risk management response?

PWC UK

by Tom Bullock Senior Manager. Email +44 (0)7701 297359. More articles by Tom. Already a hot topic in the press as much as the boardroom, COP26 in Glasgow will only increase focus on ESG. The environmental aspect is drawing attention, in particular carbon emission and offset schemes. As investors and traders look to take advantage of this market, we break down the essential information to help you shape your response.  New Emission Trading Schemes, Net Zero and ESG are creating opportuniti

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What does a Forensic Accountant Do?

CFO Share

What does a Forensic Accountant Do? Is your small business not making as much profit as you expect? Are you earning profits but always falling short on cash? Forensic accounting services investigate the disappearance of cash in a business, document definitive proof, and assist in the recovery of cash including negotiation, prosecution, and expert witness testimony.

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Moody’s: Number of firms on the B3 negative and lower list continues to decline

Future CFO

The number of companies on Moody's B3 Negative and Lower Corporate Ratings List fell 21% quarter-over-quarter, finishing June with 256 debt issuers, continuing a positive trend, Moody’s said recently. The list still harbours some lower-rated companies which have a higher chance of default because of weak liquidity and aggressive financial policies encouraged by their private-equity (PE) sponsors, the credit rating agency observed.

Numbers 52
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The Fed’s Blindspot on Global Inflation Drivers

CFA Institute

What is driving the surge in inflation and how are central banks misplaying their hand?

Banking 52
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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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Catherine Portman – Treasurer at Palo Alto Networks | Episode 191

Treasury Talent

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. In today’s episode, I have Catherine Portman with me. Catherine is the former Treasurer at Uber and now Treasurer at Palo Alto Networks. She shares the career changes she has made, the challenges she has faced and the struggles they have had over the last 18 months during the COVID-19 pandemic. . In this episode we discuss: .

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How to Analyze the Cost of Your First Sales Team

The SaaS CFO

It’s our jobs as operators of our business to take calculated risks, but we also don’t want to blindly throw away hard-earned cash. When approaching a new investment, we must gather key inputs and assumptions from our team. Your SaaS CFO then performs her magic to scrutinize that investment. Does it pass or fail? An […]. The post How to Analyze the Cost of Your First Sales Team appeared first on The SaaS CFO.

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Building resilience with intelligent automation of cash applications

Future CFO

Institutions have varied and different challenges, but one constant is that cash is critical. In a recent report by PwC , “64% of respondents noted they have an increased focus on working capital management.”. At a time when cash won’t be as free-flowing as in recent times, the management of cash, the need for working capital, and the realization of profits are now at the forefront for all business leaders.

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The Market Beats Robots!

Essentials of Corporate Finance

A recent article highlights a retirement issue, "lost" 401k accounts. It is estimated that 24 million accounts containing $1.35 trillion in assets have been left in 401k accounts when someone leaves an employer. And while these can be claimed easily, we want to make sure that you don't forget about a retirement account. You can often leave a 401k account with an old employer if you like the options and costs available, but you can also roll over the account tax-free into an IRA.

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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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Waters Rankings names ION MarketFactory as Best Low-latency Data Feed Provider for 2021

ION Group

LONDON – 19 July 2021: ION, the largest global provider of trading, analytics, treasury, and risk management solutions for capital. The post Waters Rankings names ION MarketFactory as Best Low-latency Data Feed Provider for 2021 appeared first on ION.

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Helpful Hints to Get Equipment Financing

Commercial Credit Group

If you are thinking about financing your equipment purchase , we have some tips to help make the process easier and faster.

Finance 40
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HKICPA launches best corporate governance and ESG awards

Future CFO

The Hong Kong Institute of Certified Public Accountants (HKICPA) announced recently its launch of the Best Corporate Governance and ESG Awards , now inviting listed companies and public sector / not-for-profit organisations to enter the 2021 Awards by August 9, 2021. According to the accountancy body, the awards — previously known as the Best Corporate Governance Awards — have been renamed and refocused this year to reflect the increasing importance of ESG reporting , and to encourage companies

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Bond Ratings Jump

Essentials of Corporate Finance

In early 2020, COVID-19 lockdowns slowed the economy and resulted in a record dollar amount of debt being downgraded. By the end of the year, the default rate on corporate bond reached 6.8 percent. Now, with the economy recovering, corporations are becoming healthy and a record $127.9 billion worth of debt was upgraded in May 2021. In early June, a record $340 billion had been upgraded over the previous 10 weeks.

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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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DASH Financial Technologies’ DASH360 named Best Transaction Cost Analysis (TCA) Provider at Waters Rankings 2021

ION Group

Chicago – 19 July 2021: ION, the largest global provider of trading, analytics, treasury, and risk management solutions for capital. The post DASH Financial Technologies’ DASH360 named Best Transaction Cost Analysis (TCA) Provider at Waters Rankings 2021 appeared first on ION.

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PodChats for FutureCFO: Rising above the disruption to lead new market opportunities

Future CFO

According to the 2021 Global Insurance Outlook report by EY: The global insurance industry faces a truly unique moment in its long history. The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. An expanding role. The role of the CFO continues to evolve.

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CFOs and finance execs: Recovery of global confidence was swift and strong in Q2

Future CFO

The recovery of global confidence is swift and strong in Q2 of 2021 returning global activity to the pre-pandemic level of late 2019, said ACCA and IMA recently when releasing results of their Global Economic Conditions Survey (GECS). Fieldwork for the Q2 2021 survey took place between June 1 and June 15, 2021 and collected 1,100 responses from ACCA and IMA members, including more than 100 CFOs , according to the two organisations.

Finance 52
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China Cracks Down on IPOs

Essentials of Corporate Finance

The IPO market has been hot this year, with more than 200 offerings raising over $70 billion. Of these IPOs, 30 were Chines companies, making 248 U.S. exchange listed China-based companies totaling $2.1 trillion in market value. Now, new rules by the Chinese government may slow Chinese domiciled companies listing on U.S. exchanges. The Chinese State Council stated that it would update the rules for "the overseas listing system for domestic enterprises"and tighten restrictions on cross-border dat

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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.