CFO Dive

JANUARY 14, 2022

M&A will probably surge this year after a record 2021, and CFOs who want to prevail in the highly competitive market should follow several best practices.

CFO 261

CFO Marketing 261

Generation CFO

JANUARY 14, 2022

“The office of the CFO needs to change”, said Terrel A. Turner when he spoke with Christopher Argent, founder of Generation CFO, for the Business Talk Library podcast. CFOs and finance teams can no longer ignore the importance of technology in finance function. This in turn has affected the role of the CFO, which Chris and Terrel explored in this insightful session.

CFO 206

CFO Finance Technology 206

Jedox Finance

JANUARY 12, 2022

How do you know at any time whether your company is solvent? How do you deal with financial bottlenecks? Is there a way to determine the future of your business? The answer to these questions and more: a solid financial plan. Table of Contents. What is the corporate financial planning process? What is the goal of corporate financial planning? The importance of financial planning for your company.

Planning 138

Planning Profit and Loss Sales Investments 138

Global Finance

JANUARY 12, 2022

In the Conference Board’s annual C-suite survey, executives express concerns about inflation, talent sourcing, and impediments to pandemic recovery, including possible recession in China and supply chain concerns in the US and Europe.

134

134

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.

Leverage

CFO Dive

JANUARY 13, 2022

Price pressure has surged into the top ranks of CFO concerns, drawing more attention than anytime in nearly nearly 40 years, surveys show.

CFO 261

CFO 261

Anaplan

JANUARY 11, 2022

What is S&OP (Sales and Operations Planning)? S&OP, or sales & operations planning, is a monthly integrated business management process that empowers leadership to focus on key supply chain drivers, including sales, marketing, demand management, production, inventory management, and new product introduction. With an eye on financial and business impact, the goal of S&OP software […].

Sales 134

Sales Planning Leadership Marketing 134

CFA Institute

JANUARY 10, 2022

How well has Fama and French's five-factor model explained returns?

Performance Measuring 128

Performance Measuring Economics Investments 128

CFO Dive

JANUARY 14, 2022

A self-described risk-averse person by nature, Conductor's Sherri Moyen says she's been inspired by Sheryl Sandberg and others to choose risk over comfort.

CFO 246

CFO 246

Generation CFO

JANUARY 12, 2022

Successful transformation does not have to mean a huge overhaul of processes, according to Gemma Spurr, Transformation Manager at clothing retailer Superdry. It can be just as meaningful when it’s a simple step forward. . “Transformation in a word suggests a big leap” says Gemma, “and that’s often what’s expected, which is sometimes where it fails.

Finance 157

Finance Communication CFO Retail 157

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.

Finance

Accountancy Today

JANUARY 13, 2022

The UK government has published a consultation seeking views for how a worldwide 15% minimum corporation tax should be domestically implemented. It revealed more than 130 countries signed up to a new global minimum tax framework in October 2021, after G7 agreed in principle during the UK’s presidency. The historic framework will ensure large international firms pay at least 15% tax rate on profits in each country in which they operate, helping to tackle avoidance and ensure a more level pl

Leadership 110

Leadership Corporate Finance Finance 110

CFA Institute

JANUARY 14, 2022

The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.

Investments 112

Investments Performance Measuring Economics 112

CFO Dive

JANUARY 13, 2022

Anticipated SEC rules on ESG reporting could bring more firms off the sidelines.

130

130

Generation CFO

JANUARY 13, 2022

Date: Tuesday 22nd February 2022. Time: 14:00 BST. The biggest challenges facing ambitious current or future CFOs can be narrowed down to three categories: people, data and digital. Generation CFO has made it their quest to make them the heroes of the next generation of sustainable, high-performing businesses. To do so, we bring you our monthly Deep Dive Live webinar.

CFO 130

CFO Leadership Finance Leverage 130

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.

Financial Data

Private Funds CFO

JANUARY 14, 2022

Recent top reads from our site.

100

100

CFA Institute

JANUARY 14, 2022

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

Investments 99

Investments Performance Measuring Economics 99

Musings on Markets

JANUARY 8, 2022

Happy New Year, and I hope that 2022 brings you good tidings! To start the year, I returned to a ritual that I have practiced for thirty years, and that is to take a look at not just market changes over the last year, but also to get measures of the financial standing and practices of companies around the world. Those measures took a beating in 2020, as COVID decimated the earnings of companies in many sectors and regions of the world, and while 2021 was a return to some degree of normalcy, ther

Valuation 99

Valuation Corporate Finance Currencies Finance 99

The Charity CFO

JANUARY 13, 2022

In-kind donations help your nonprofit get the resources you need to carry out your programs without asking for more cash. For this reason, they’re an invaluable tool in your fundraising toolkit. But accounting for in-kind donations presents its own unique challenges. Almost any non-cash gift to your nonprofit can be considered an in-kind donation, but most of them fall into one of two categories: goods or services. .

Nonprofit 98

Nonprofit Accounting GAAP Accounting Principles 98

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.

Forecasting

Private Funds CFO

JANUARY 13, 2022

Raymond James's Sunaina Sinha Haldea discusses the best practice for GPs to discharge conflict of interest and ensure best pricing on their GP-led transactions.

Accounting 100

Accounting Finance 100

Embark With Us

JANUARY 13, 2022

Imagine trying to put together a jigsaw puzzle on the back of a speeding flatbed truck. On a blustery day. And through rough terrain. Doesn’t bode well for your chances of successfully completing that puzzle, right?

98

98

Focus CFO

JANUARY 13, 2022

12 Days of Doing Good. Small Biz Cares Honors FocusCFO. FocusCFO was honored to be included in Small Biz Cares’, Twelve Days of Doing Good – 2021, highlighting our fundraising efforts to combat food scarcity. To read about the program click below. FocusCFO has a long history of supporting community causes. However, starting in 2020, the firm wanted to respond to challenges made worse by the worldwide pandemic.

Marketing 97

Marketing 97

FISPAN

JANUARY 12, 2022

How FISPAN sees the importance of data and how to grow beyond the point of data aggregation. How data will be delivered and received from FISPAN and the third-party partners we work with. Financial institutions (FIs) are under pressure to drive innovation in financial data access for the commercial banking space. Banking customers are seeking more control over their banking data than ever before.

Reconciliations 96

Reconciliations Banking Securities Leverage 96

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

Accounts Payable

Private Funds CFO

JANUARY 13, 2022

GP-led transactions: The price is right!

100

100

Planful

JANUARY 11, 2022

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. By one estimate from McKinsey, just the first 9 months of […].

Finance 96

Finance Prioritization Planning Marketing 96

Accountancy Today

JANUARY 10, 2022

Finance leaders are focused on growth, with a record 37% rating an increase in capital investment as a strong priority for their business in the next 12 months, according to Deloitte’s UK CFO Survey Q4 2021. The survey saw 85 chief financial officers (CFOs) participate, including CFOs of 21 FTSE 100 and 29 FTSE 250 companies. The combined market value of the 60 UK-listed companies that participated is £493bn, approximately 19% of the UK quoted equity market.

Numbers 95

Numbers Investments CFO Finance 95

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. But how do you weigh the headcount cost of each option? In this post, we’ll walk you step-by-step through how to think about this.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

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Reconciliations