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 130

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.

Communication 52

Communication Accounting Planning 52

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.

CFO

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 Budgeting 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.

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Finance Communication Forecasting Budgeting 52

Advertiser: Paycor

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!

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.

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Sales Planning Marketing 131

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 91

Valuation Corporate Finance Finance Investments 91

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 93

Economics Investments Currencies Banking 93

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.

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CFO Auditing Finance Leadership 68

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

Investments

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 75

Marketing Treasury Investments Finance 75

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

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.

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Treasury Invoicing Banking Accounting 59

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

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.

Accounting

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 52

Investments Leadership Accounting Practice Management 52

CFO Thought Leader

DECEMBER 12, 2024

Inside The Mentoring Round, CFO Zach Johnson of Cribl shares how embracing AI, careful technology adoption, and strategic foresight drive sustainable success. He describes Cribls AI copilot, designed to enhancerather than automateuser experiences, and the careful balance needed when handling sensitive, mission-critical data. Reflecting on his time at Splunk, Johnson illustrates how shifting from on-premise software to cloud services required complex financial modeling, flexible thinking, and cro

CFO 52

CFO Finance Financial Modeling Technology 52

CFO Plans

DECEMBER 9, 2024

In today’s dynamic financial services industry, establishing expertise is about more than just crunching numbers. It’s about unraveling the stories behind those digits to offer actionable insights. Let’s dive into a crucial topic: managing financial anxiety while optimizing financial strategies. Unlock Expert Financial Insights Today DIY Financial Pitfalls and Their Hidden Dangers For small business owners and individuals, financial anxiety is often an unwelcome companion.

Numbers 52

Numbers Compliance CFO Leverage 52

Lime Light

DECEMBER 10, 2024

In every budgeting cycle, companies must decide which operational costs to keep or cut. Zero-based budgeting (ZBB) is an approach that starts from zero, requiring every expense to be justified rather than relying on past budgets. This method helps organizations optimize resources, cut unnecessary costs, and align spending with crucial business goals.

Budgeting 52

Budgeting Accounting Forecasting Planning 52

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.

Accounting

CFO Talks

DECEMBER 10, 2024

Guardrails for Growth: How CFOs Can Master Internal Control Policies Internal controls are like the guardrails on a winding mountain road. They keep a business on track, protecting assets, ensuring accurate financial reporting, and promoting efficient operations. For CFOs, understanding and implementing effective internal control policies is more than just a box to tick for compliance; its a way to strengthen the business and build resilience.

Invoicing 52

Invoicing Compliance Reconciliations CFO 52

Global Finance

DECEMBER 9, 2024

bank Deputy CEO Sezgin Lle explains how the Turkish bank, which recently celebrated its centenary, is gearing up for the future of banking. Global Finance: What are banks goals and aspirations for the next century? Sezgin Lle: Being awarded the Global Best Consumer Mobile Banking App for the second time in a row has been an immensely proud moment for us, especially in the year we are celebrating our centenary.

Banking 52

Banking Finance Investments Accounting 52

Fox Corporate Finance

DECEMBER 9, 2024

FCF Fox Corporate Finance GmbH is delighted to publish the new FCF Healthcare & Life Sciences Venture Capital Monitor Europe 11/2024. The Monitor is a monthly published overview of venture capital trends in the. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – Europe – 11/2024 published appeared first on FCF Fox Corporate Finance GmbH.

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Healthcare Corporate Finance Finance 52

Focus CFO

DECEMBER 13, 2024

Passionate | Continuous Learner | Sherpa | Excellent Communicator | Coachable Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2024 Core Value Awards, recognizing those associates who have shown a commitment to exemplifying our core values and corporate philosophy.

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Communication 52

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