Sat.Oct 28, 2023 - Fri.Nov 03, 2023

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Everything a finance leader needs for a top-tier tech stack

Cube Software

The importance of a robust financial tech stack Digital transformation is sweeping through the financial sector, redefining traditional roles and methodologies. In this evolving landscape, a sophisticated tech stack is crucial to drive efficiency, ensure accuracy, and support strategic initiatives.

Finance 52
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What Do You Really Need in a Controller?

CFO Selections

When you need to hire a Controller, what should you look for? What do you really need and what is just nice to have? Obviously, as the person who will have ownership over your entire accounting operation, you need someone that is disciplined , focused , and organized , but what else? Your Controller should be a strong accountant with a tactical focus and solid track record of reliable performance, but their resume should not end there.

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Trending Sources

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How CFOs can help boost talent retention

Future CFO

After the tumult of the pandemic years, many technology companies are now seeking stability through long-term profitable growth. An organisation’s workforce plays a significant role in whether it can achieve profitable growth, and hiring and retention have never mattered more. HR is often considered the one-stop shop for all things people management, but a CFO can wield substantial influence in how a company treats—and hopefully retains—its workforce.

CFO 52
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Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

Nerd's Eye View

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line. For instance, while backdoor Roth conversions are a well-known strategy, many individuals have either missed the opportunity to use it and/or implemented it incorrectly R

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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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Strategic Finance Focus at Year-End

VCFO

As Year-End Approaches, Finish Strong and Focus Forward As another year ends, most CEOs and business leaders are preparing to take stock of what needs to be done to strengthen their business and advance their business goals in the coming year. While “taking stock” can take many forms, the overriding premise is to look deeply and strategically at the results of operations, as well as opportunities they might execute on.

Finance 88

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A Friendly Fractional CFO: Small Business Finances and Meeting You Where You Are

Adam Kae

It's not uncommon for me to hear questions like, "You talk about not judging your clients. What does that mean?" Well, let me break it down for you Understanding Your Unique Situation The biggest thing to remember is that none of my clients are financial pros. They didn't dive into the world of business ownership because they were born with an innate understanding of finance, accounting, and taxes.

Finance 52
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Cloud resources financial management as key to business innovation

Future CFO

Cloud computing has been proven to play a role in revolutionising how businesses innovate and grow in today’s hypercompetitive global environment, and the race to the cloud has enabled businesses to enter a new realm of speed and agility. However, only a few are cashing in on the cloud’s promise to drive down costs, as challenges are mounting amid the proliferation of multi-cloud environments.

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Stop Crying and Buy Bonds

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►4th Quarter Rally? – Positive economic surprises say we are due for a Q4 meltup. ►Great News – American wealth hitting new highs. ►Effective Interest Rates – “This increased cost of capital is.

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CFO, CIO need to be in ‘lockstep’ on software purchases: Olive CEO

CFO Dive

To find the right software at the right price, CIOs and CFOs need to take a tandem approach on new technologies and solutions.

CFO 273
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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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Grow with SAP S/4HANA

Navigator SAP

Growth-focused businesses need the infrastructure for rapid scaling, but typically they don’t have time for large software adoption projects. SAP has a solution. Earlier this year, SAP announced S/4HANA Cloud Pubic Edition and its new Grow with SAP program. Beyond the vague corporate-speak embedded in the announcements were a pretty significant evolution of SAP’s products that benefit fast-growing companies looking to lay down an enterprise resource planning architecture for sustained and rapid

SAP 162
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J&K Bank's statutory auditors removed prematurely

CFO News

The removal came in the backdrop of the auditors issuing a qualified opinion on the bank’s FY23 accounts with respect to funds raised via the employee stock purchase scheme 2023 (ESPS).

Banking 138
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The Fed is Finished*

Barry Ritholtz

Everybody is waiting with baited breath for today’s 2:30 announcement about the rates, but let me spare you the suspense: They are done with rate hikes this cycle. The next change in rates is more likely to be down than up. At least, if Powell & Company truly had a handle on what has been driving inflation for the past few years, that would be their position.

Sales 126
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Verizon’s interim CFO lands permanent seat

CFO Dive

The finance chief says the telecom giant is “on track” when it comes to priorities such as improving free cash flow and growing its wireless service revenue.

CFO 283
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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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Tesla in November 2023 : Story twists and turns, with value consequences!

Musings on Markets

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. Some of that attention comes from the company's products and innovations, but much of it comes from having Elon Musk as a CEO, a man who makes himself the center of every news cycle. That attention has worked in the company's favor over much of its lifetime, as it has gone from a start-up to one of the largest market cap companies in the world, disrup

Valuation 116
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On CFOs’ mind: Generative AI to profitability

CFO News

​The Q3 2023 CFO survey found that 28% of CFOs are pessimistic about the economy, which represents a seven percentage-point increase since last quarter. However, more than three-fourths (76%) of finance leaders predict net profit growth, with just over half (52%) saying their organisations will grow profits by more than 5%.

CFO 111
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What Do World War II & Covid Have in Common?

Barry Ritholtz

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as I’m getting ready for some travel, but this chart is so amazing. It’s hard not to look at the two biggest recovery outliers: The post-WW2 era, and the post-Covid Era. The parallels are pretty strong, especially when it comes to both the Labor market and the Inflation surges.

Economics 115
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Biden’s AI order calls for guardrails to protect workers

CFO Dive

The effort highlights growing concerns in Washington over the risks posed by artificial intelligence as companies rush to adopt it.

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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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947: Finding Pathways to Innovation | Teresa Chia, CFO, Vertafore

CFO Thought Leader

Among the different career phases that Teresa Chia credits with having helped to advance her down the CFO path, there is little question that Phase 2 was the most formative. Still, how she came to enter this phase had little to do with career ambitions—or at least her own career ambitions. The second phase of Chia’s career was triggered by a personal event: her husband received an offer to join the falculty at Dartmouth College.

CFO 105
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MSMEs may see a spike in business as lender and e-commerce firms provide support

CFO News

About 62% of sellers agree that e-tailing platforms have been helpful in their festive season planning, compared to 53% who felt the same way during the previous year's festive season.

Planning 111
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Where is This Rally Going?

Barry Ritholtz

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. The Narrative bias driving commentary today is that this sudden bullishness is the market sussing out the last hike. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended.

Marketing 114
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NJ ranks worst in business taxes with NY close behind

CFO Dive

The Garden State may rise from dead last in corporate tax rankings if a 2.5% business tax surcharge expires at the end of this year as scheduled, the Tax Foundation said.

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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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The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). But that's not to say that the conference landscape was not altered by the pandemic; instead, the pandemic appears to have served as a catalyst that accelerated trends that were already underway, such that financial advisor conferences today look substantively different than they

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How can ESG create value, reduce costs and increase revenues?

CFO News

Businesses’ fear that the goals of driving ESG would mean an increase in their costs. Whereas, companies like Unilever (global) were able to reduce $1.27 billion in costs throughout its operations by putting sustainability at the heart of the business in 10 to 20 years time. ESG can and does create business value. How? In both its aspects: in reducing risks/costs and increasing revenues.

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10 Weekend Reads

Barry Ritholtz

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Kanye and Adidas: Money, Misconduct and the Price of Appeasement : A year ago, after producing hundreds of shoe styles and billions of dollars together, Adidas broke with Kanye West as he made antisemitic and other offensive public comments.

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The changing face of clean energy and tax strategy

CFO Dive

The Inflation Reduction Act has changed the tax landscape. CFO Dive spoke with Bellus Ventures and Thompson Corburn LLP to understand the steps that CFOs can take to stay ahead of the curve on clean energy investments.

CFO 261
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Solve Your Firm's Automation Complexities Once and For All

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.