Barry Ritholtz

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. But what if there was a giant source of overlooked alpha? We discuss how to obtain “Fitness Alpha.” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute.

Finance 59

Finance Benchmarking Marketing Banking 59

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge. By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecy

Technology 52

Technology Compliance Leverage Valuation 52

Navigator SAP

DECEMBER 12, 2024

Navigator Business Solutions, an SAP Gold Partner, is proud to be featured on the SourceForge Podcast , hosted by Beau Hamilton. As a leader in cloud-based ERP solutions, including SAP S/4HANA and Business ByDesign, we specialize in helping small to mid-sized companies streamline operations, enhance efficiency, and drive sustainable growth. With over 500 successful implementations, Navigator is renowned for delivering scalable, impactful business solutions tailored to meet the unique needs of ou

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SAP Sales Marketing 178

Nerd's Eye View

DECEMBER 12, 2024

There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates.

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Communication Accounting Planning 85

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Accounting

Future CFO

DECEMBER 11, 2024

The banking sector has been known for its resilience and adaptability and must continue to innovate to thrive. With 2025 just around the corner, several key trends are reshaping the banking and financial services landscape. These trends include digital transformation, regulatory changesparticularly concerning data privacy and protectionsustainability initiatives, and the rise of fintech.

Banking 52

Banking Risk Management Compliance Investments 52

CFO Thought Leader

DECEMBER 9, 2024

Joanne Chengs career had already carried her through multiple successful exits and finance leadership roles when an unexpected opportunity arose. Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership 52

Leadership CFO Benchmarking Finance 52

CFO Share

DECEMBER 12, 2024

A recent federal court ruling has temporarily halted the enforcement of the Corporate Transparency Act (CTA), which mandated that certain businesses disclose their beneficial ownership information (BOI) to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). This means small business owners do not need to file their BOI by January 1 st , 2025 as previously told by the Department of Treasury.

Treasury 52

Treasury Compliance 52

Global Finance

DECEMBER 9, 2024

Bank of Georgias Chief Marketing and Digital officer Levan Gomshiashvili reveals what it takes to win the overall Worlds Best Digital Bank. Global Finance: Having won the Worlds Best Digital Banking Award 2024, whats next for BOGs innovation efforts? Levan Gomshiashvili: Winning the Worlds Best Digital Banking Award is a tremendous honor, but its also a reminder that our journey of innovation is ongoing.

Banking 52

Banking Leverage Advertising Education 52

Lime Light

DECEMBER 10, 2024

In todays fast-paced business environment, CFOs and finance teams must go beyond crunching numbersthey need to communicate effectively, offer strategic insights, and deliver impactful presentations. ChatGPT-4 is a game-changing tool that enhances the efficiency and creativity of finance professionals. Below are five innovative ways CFOs and finance teams can use ChatGPT-4, with detailed prompts and examples.

Finance 98

Finance Communication Forecasting Budgeting 98

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

Finance

CFO Dive

DECEMBER 13, 2024

The new accounting standard will fundamentally change how businesses track and report compensation, especially with regards to bonuses and commissions, Mark Schopmeyer writes.

Accounting Standards 207

Accounting Standards Accounting 207

Navigator SAP

DECEMBER 13, 2024

Talking about the weather used to be a throwaway conversation. But for many consumers, changing weather conditions has become an important part of a larger conversation about global warming and sustainability. Consumers are worried about environmental sustainability , and weird weather supports and amplifies this concern. For consumer packaged goods businesses, increased environmental sustainability both is a market imperative and an opportunity.

Sales 163

Sales Planning Marketing 163

Global Finance

DECEMBER 11, 2024

Global Finance spoke with Hossam Heiba, CEO of the General Authority for Investment and Free Zones in Egypt, during the 2024 World Investment Conference organized by Saudi Invest and the World Association of International Promotion Agencies (WAIPA), in Riyadh, Saudi Arabia. Global Finance : Is there a strong interest from the Egyptian private sector to be a part of the Saudi transformation?

Economics 103

Economics Investments Currencies Banking 103

Musings on Markets

DECEMBER 11, 2024

I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that I teach at the Stern School of Business at New York University. Since I teach these classes only in the spring, and the first sessions for each of the classes will be in late January, I think this is a good time to provide some details on the classes, including content and structure.

Valuation 103

Valuation Corporate Finance Finance Investments 103

Advertiser: GEP

2025 will feel familiar, in some regards. The procurement and supply chain category management landscape will remain turbulent, with geopolitical tensions, worries over fresh tariffs, rising costs, and supply chain disruptions posing significant challenges. But you should also expect some lightning-fast changes in 2025 as artificial intelligence continues to upend the way enterprises and procurement, supply chain, and category management professionals operate.

CFO Dive

DECEMBER 13, 2024

“In general, of course, tariffs raise costs so that's not something that we see as a positive,” Costco CFO Gary Millerchip said on the company’s earnings call Thursday.

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CFO Talks

DECEMBER 9, 2024

Members’ Profile: Jerome Reip In this edition of our CFO Spotlight series, we are featuring Jerome Reip. Currently the Global Finance Team Leader for the Fracht Group Jerome is responsible for steering complex financial operations and delivering innovative solutions across borders. Jerome’s professional journey began with PwC (Luxembourg) as an Audit Manager, where he built a solid foundation in financial management and corporate governance.

CFO 91

CFO Auditing Finance Leadership 91

Nerd's Eye View

DECEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing in more revenue in the first two years after doing so), suggesting that some growing firms might consider raising their fees (commensurate with the va

Healthcare 91

Healthcare Budgeting Investments Planning 91

Tips Watch

DECEMBER 11, 2024

Troubling conclusion: U.S. inflation is no longer slowing and remains too high. By David Enna, Tipswatch.com Although annual U.S. inflation rose from 2.6% in October to 2.

Marketing 82

Marketing Treasury Investments Finance 82

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.

Profit and Loss

Global Finance

DECEMBER 10, 2024

Global Finance: What are the banks strategic priorities over the next five years? Adel Al-Majed: The banks aspiration is to be a leading Islamic bank for high-net-worth individuals and companies, focused on innovation and digital excellence. Under our Boubyan 2028 plan, we will continue scaling our core businesses and products in addition to exploring strategic partnerships with the goal of producing significant shareholder value and growth.

Finance 75

Finance Banking Investments Accounting 75

CFO Talks

DECEMBER 12, 2024

Members’ Profile: Ronel Jooste In this edition of our CFO Spotlight series, we are featuring Ronel Jooste, a dynamic force in the worlds of finance, wellness, and leadership development. With a career spanning corporate excellence and entrepreneurial innovation, she is the Managing Director of both FinanciallyFit Group and PhysEQFiT Wellness & Leadership Development, where she empowers individuals and businesses to thrive holistically.

Leadership 98

Leadership CFO Prioritization Education 98

Nerd's Eye View

DECEMBER 11, 2024

"How much can I spend in retirement?" is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Planning 77

Planning Marketing Forecasting Securities 77

CFO Thought Leader

DECEMBER 10, 2024

Ask any business manager about the three Ps in business and they will likely say People, Process, and Product. However, ask any finance team member at Cribl that question, and youll likely hear a different answer: Precision, Predictability, and Performance. These are the three Ps that guide CFO Zach Johnsons data-driven approach to financial leadership.

CFO 52

CFO Leadership Prioritization Auditing 52

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

Leverage

Global Finance

DECEMBER 9, 2024

Naveed Anwar, head of platforms and data services, Treasury and Trade Solutions, Citi Services, explains how banks are becoming more agile by embracing disruptive technologies. Global Finance: Is banking constraining compared to Big Tech? Naveed Anwar: I spent most of my career working with well-known technology companies, including Netscape, AOL, PayPal and eBay.

Treasury 57

Treasury Invoicing Banking Accounting 57

Future CFO

DECEMBER 10, 2024

Chief financial officers are seeing slower top line growth and talent issues as the biggest challenges in 2025, according to a recent survey by Gartner. The study, which polled 250 CFOs and finance leaders, also reveals a range of other concerns including the strategic alignment of executive teams, increases in costs and enterprise data quality. CFOs Biggest 2025 Challenges Relating to Enterprise Performance Response % Respondents Slower Top-Line Growth 19% Our Ability to Hire and Retain Critica

Economics 52

Economics Budgeting Prioritization Investments 52

Nerd's Eye View

DECEMBER 9, 2024

For many financial advisory firms, ownership has traditionally been tied to equity, where advisors take on financial risk in exchange for legal ownership and a share of the firm's success. However, as the cost of equity rises and accessibility becomes more limited, firms face the challenge of inspiring ownership behavior without distributing equity.

Investments 66

Investments Leadership Accounting Practice Management 66

Reval

DECEMBER 12, 2024

LONDON 12 December 2024: ION, a global leader in trading and workflow. The post ION features in FinTech Globals RegTech 100 list for third consecutive year appeared first on ION.

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Bleisure travel — where employees combine work and leisure — has been around since the advent of corporate travel and is here to stay. Successful bleisure policies strike a balance between employee preferences and company goals — workers report a 64% improvement in work-life balance, while companies benefit from reduced travel costs and increased workforce innovation.

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