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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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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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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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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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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What is scenario planning?

Anaplan

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

Planning 105

More Trending

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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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Chasing zero in finance to create a sustainable future

Future CFO

Chasing zero in the finance world? Yes, you heard it right. It does make sense to chase a zero in finance world when it comes to sustainability. And there is a need to create a world of zero emissions, zero waste and zero inequality and report it adequately. Considering my finance background, I will discuss the importance of sustainability from a CFO perspective, especially why it is important for CFOs and how they are in the best position to drive sustainability within their organisations.

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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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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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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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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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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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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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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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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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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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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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“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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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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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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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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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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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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