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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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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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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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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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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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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More Trending

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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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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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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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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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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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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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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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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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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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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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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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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.