Sat.Aug 21, 2021 - Fri.Aug 27, 2021

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Flood of financial data, how not to be overwhelmed?

Simply Treasury

The treasurer is one of the people in finance who is sitting on the largest amount of data, and this is not likely to stop, as his role is growing. How do you make good use of this data and what are the pitfalls you have to face? Like salmons in rivers, we need to swim upstream to find the best way to optimize this incredible but too often untapped asset.

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What is scenario planning?

Anaplan

Chart a course through uncertainty with an effective scenario planning process.

Planning 105
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Trending Sources

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Munis Go Green

Corporate Finance

The issuance of green muni bonds is a small part of the overall muni bond market, but the segment is growing. In 2012, $2 billion of green munis were issued, but that grew to $234 billion in 2020 and a projected $375 billion in 2021. Although green corporate bonds can be used for a variety of investments, green muni bonds are often used to fund clean power, water, and sewage systems.

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ESG Asset Managers: Define the Why

CFA Institute

Clients today want their investments to produce a genuine positive impact as well as a return. Asset managers need to define how they plan to do that.

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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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Planful Perform 2021 Sessions You Won’t Want To Miss

Planful

This September 14-15, we’ll join Planful customers, partners, industry thought leaders, and hopefully you, as we kick off Planful Perform 2021. Register now for this FREE and virtual finance and accounting conference. Perform 2021 will bring us together around our theme this year: Accelerate Now. It’s especially relevant as uncertainty continues to surround us.

More Trending

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Chinese Companies Face Delisting

Corporate Finance

China has recently asserted more control over private companies in that country. Now, the SEC is threatening to not approve new company listings for companies based in China and possibly delist currently listed NYSE and Nasdaq companies based in China. Most Chinese companies do give direct ownership, but often use the variable interest entity structure (VIE).

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Vineer Bhansali: Negative-Yielding Bonds and Options

CFA Institute

Anything that you want to price in finance has three key inputs, Vineer Bhansali says.

Finance 88
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Being Planful: Helpful FP&A Resources

Planful

The economy is steaming ahead, but it’s going so fast that workforce planning, talent gaps, and the logistics of hybrid work environments have become key talking points in FP&A circles. While companies continue to cut back on office space, they’re also struggling to find talent amid a surge in hiring that’s also pulling current employees […].

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Transparency in Cross-Border Payments Through SWIFT gpi

Bank of the West

Thanks for your interest. Your PDF download has begun. If it doesn’t start right away, you can view the PDF here. The post Transparency in Cross-Border Payments Through SWIFT gpi appeared first on Commercial Banking Perspectives.

Banking 52
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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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Fidelity Goes Behavioral

Corporate Finance

Fidelity Investments recently hired Gilbert Haddad to head the company's decision science area. The data gathered from the new initiative is ".really like applying behavioral finance and behavioral science to understand” what the portfolio managers and analysts are good at or not. The data will also be used to "help them understand their own biases" in the investments made by the manager to help them avoid bad behavioral decisions.

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Book Review: Warren Buffett

CFA Institute

This should not be a one-time read but rather a guide for the rest of one’s investing career.

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Two thirds of organisations still use manual search for trade and export compliance

Future CFO

Two-thirds of banks, corporations and non-banking financial institutions (NBFIs) still use search engines to comply with trade and export compliance regulations, said Accuity recently when releasing results of a survey. The trade compliance survey – conducted by Accuity during the first half of 2021 – questioned more than 120 professionals from leading banks, insurance and fintech organisations operating in APAC, EMEA and the Americas, according to the risk solution provider.

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Transparency in Cross-Border Payments Through SWIFT gpi

Bank of the West

For corporate clients and their banks, managing cross-border payments has often been cumbersome and opaque. A lack of real-time tracking and the inability to control payments en route have plagued the process from beginning to end. No longer. Thanks to the introduction of SWIFT global payments innovation (gpi), the customer experience for both sender and recipient for cross-border transactions is set to improve.

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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Identifying A Ponzi Scheme

Corporate Finance

If you are not familiar with a Ponzi scheme , it is generally a fraud in which early investors are paid out from contributions made by later investors. The Ponzi scheme usually ends when new investments dry up. A recent article on CFO.com highlights how to avoid a Ponzi scheme. We would like to make sure you read one particular concept, that is, "high returns with little or no risk.

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“Alpha-Flation”: A Private Market Syndrome

CFA Institute

Why does investing in the "average" private market fund seem to go so poorly?

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Key emerging technologies that spur innovation through trust, growth and change

Future CFO

The key emerging technologies that spur innovation through trust, growth and change include nonfungible tokens (NFT), sovereign cloud, data fabric, generative AI and composable networks to help secure competitive advantage, said Gartner recently. “Technology innovation is a key enabler of competitive differentiation and is the catalyst for transforming many industries,” Brian Burke, research vice president at Gartner pointed out.

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Planful Perform 2021 Sessions You Won’t Want To Miss

Planful

This September 14-15, we’ll join Planful customers, partners, industry thought leaders, and hopefully you , as we kick off Planful Perform 2021. Register now for this FREE and virtual finance and accounting conference. Perform 2021 will bring us together around our theme this year: Accelerate Now. It’s especially relevant as uncertainty continues to surround us.

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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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Muni Bonds Go Green

Essentials of Corporate Finance

The issuance of green muni bonds is a small part of the overall muni bond market, but the segment is growing. In 2012, $2 billion of green munis were issued, but that grew to $234 billion in 2020 and a projected $375 billion in 2021. Although green corporate bonds can be used for a variety of investments, green muni bonds are often used to fund clean power, water, and sewage systems.

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Moody’s: China’s digital renminbi could reinforce banks’ role in e-payments

Future CFO

China's planned new central bank digital currency (CBDC), the digital renminbi or e-CNY, could shake up the country's e-payments industry if adopted widely by changing the competitive landscape in the e-payment industry, said Moody’s recently. “Widespread adoption of the digital renminbi would help strengthen banks' roles in the e-payment system by increasing their data collection and user bases, and would allow them to benefit from use of public infrastructure for payment," said Lillian Li, a M

Banking 52
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Asia Pacific M&A hit highest value on record, fueled by tech innovation and ESG agendas

Future CFO

Asia Pacific M&A activity hit an all-time high in the first six months of 2021, with M&A values targeting the region increased to US$535 billion from US$284 billion in the same period last year, said EY recently when releasing a report. Despite many parts of the global economy still operating under restrictions, cross-border transactions have staged an impressive comeback, increasing by almost three times year-on-year to US$159 billion, EY noted.

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Chinese Companies Face Delisting

Essentials of Corporate Finance

China has recently asserted more control over private companies in that country. Now, the SEC is threatening to not approve new company listings for companies based in China and possibly delist currently listed NYSE and Nasdaq companies based in China. Most Chinese companies do give direct ownership, but often use the variable interest entity structure (VIE).

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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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Identifying A Ponzi Scheme

Essentials of Corporate Finance

If you are not familiar with a Ponzi scheme , it is generally a fraud in which early investors are paid out from contributions made by later investors. The Ponzi scheme usually ends when new investments dry up. A recent article on CFO.com highlights how to avoid a Ponzi scheme. We would like to make sure you read one particular concept, that is, "high returns with little or no risk.

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Fidelity Goes Behavioral

Essentials of Corporate Finance

Fidelity Investments recently hired Gilbert Haddad to head the company's decision science area. The data gathered from the new initiative is ".really like applying behavioral finance and behavioral science to understand” what the portfolio managers and analysts are good at or not. The data will also be used to "help them understand their own biases" in the investments made by the manager to help them avoid bad behavioral decisions.

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Digital transformation: Business-led data and digital platform

Future CFO

BCG's Marc Schuuring identifies and explains the second key factor to flipping the odds of digital transformation success. The post Digital transformation: Business-led data and digital platform appeared first on FutureCFO.

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