CFO Dive

OCTOBER 19, 2022

Strong enterprise resource planning (ERP) systems can help businesses prepare to survive an impending and potentially inevitable recession.

Planning 274

Planning 274

Navigator SAP

OCTOBER 17, 2022

Enterprise resource planning (ERP) software is designed to help businesses organize their operations and centralize their data. They can help companies improve their internal workflows and achieve better results, be it in the form of increased sales and deals, better customer service, or more business opportunities.

Sales 130

Sales Planning 130

Strategic Treasurer

OCTOBER 20, 2022

Session 72. Coffee Break Session: What Is Commercial Paper (Capital)? What is commercial paper in terms of capital? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss commercial paper as it relates to raising capital. They talk about who issues commercial paper, how it’s used, and the issuing limitations.

Treasury 52

Treasury Risk Management Finance Technology 52

Barry Ritholtz

OCTOBER 18, 2022

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. The team & I put together the most revealing and informative slides. In that half hour, I blow through ~40 slides that capture and explain what is going on. About a quarter of the October 2022 slides were focused on real estate. This is atypical. The reason we emphasized real estate this Q is that housing is very often where we see FOMC policy having its most immediate effect.

Construction 145

Construction Budgeting Economics Sales 145

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

OCTOBER 19, 2022

Making strategic supply chain decisions can help CFOs maintain a critical balance between cutting costs and spurring growth.

300

300

CFA Institute

OCTOBER 21, 2022

The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction.

Leverage 110

Leverage Finance Performance Measuring Economics 110

Barry Ritholtz

OCTOBER 16, 2022

This is pretty mind-blowing: a podcast that is entirely generated by artificial intelligence where Joe Rogan interviews Steve Jobs. One of the most important women in Apple’s history never worked for Apple Margot Comstock took her winnings from a TV game show and bought a computer. It led to a magazine, which turned into a major hub for the nascent community of developers and fans of one of the most important computers in history.

Technology 137

Technology 137

CFO Dive

OCTOBER 19, 2022

The fine is the largest civil penalty levied against an individual by the federal audit watchdog since it was established in 2002.

Auditing 293

Auditing 293

Navigator SAP

OCTOBER 20, 2022

What is UBIX? UBIX is an Advanced Analytics and AI Platform designed for the business user. The general-purpose platform can address any number of use cases from the front office to the back office, such as customer analytics, financial analytics, HR analytics, demand forecasting, procurement, and more.

SAP 235

SAP Forecasting Numbers 235

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

Tips Watch

OCTOBER 16, 2022

Rarely seen: High real yield, high coupon rate, discount to par value. By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer $21 billion in a new 5-year Treasury Inflation-Protected Security, CUSIP 91282CFR7.

Treasury 109

Treasury Securities Investments 109

Barry Ritholtz

OCTOBER 20, 2022

Which cities have the greatest housing bubble risk? That is the basis of this very interesting graphic from UBS. The full PDF is well worth your time to peruse through – you can find it here: UBS Global Real Estate Bubble Index. Source : UBS Global Real Estate Bubble Index 2022. The post Global Real Estate Bubble Index appeared first on The Big Picture.

126

126

CFO Dive

OCTOBER 18, 2022

Between advancing ESG reporting requirements and the modernizing CFO seat, developing strong supply chain partners is key for CFOs to find and utilize the right data.

CFO 293

CFO 293

Navigator SAP

OCTOBER 21, 2022

Enterprise resource planning (ERP) solutions are designed to help businesses manage their resources more efficiently. However, implementing an ERP can be a daunting task for any business—especially a midsize company with fewer resources and less specialized expertise than a large organization.

Planning 26

Planning 26

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

https://trustedcfosolutions.com/feed/

OCTOBER 20, 2022

If your weeks are dragging on and long hours bleed into the weekend, take a minute to reflect. Recognize all of the hard work, time, and effort you’ve put into your business, and be prepared to make some changes to continue to grow, scale, and evolve. No one wants to be stuck in the office late on Friday or feel like there’s so much more to do on the weekend.

Accounting 108

Accounting Accounting Firms CFO Finance 108

Barry Ritholtz

OCTOBER 17, 2022

US equity markets are off about 25% YTD; Tech-heavy Nasdaq is off 32%; But the poster child for the past few years has been Tesla (TSLA), which is down 38.5% YTD and is 46.9% off of its 2021 highs. From a fundamental perspective, Tesla is doing quite well: In the third quarter, Tesla sold a record 343,000 vehicles. They also have an advantage over traditional automakers: An ability to quickly reprogram the firmware of chips.

Valuation 126

Valuation Sales Marketing Numbers 126

CFO Dive

OCTOBER 17, 2022

If adopted, the standard would eliminate a deterrent that keeps some companies from getting involved with crypto, according to a Crowe LLP partner.

272

272

Navigator SAP

OCTOBER 19, 2022

If you're in the market for an enterprise resource planning (ERP) platform, you already know how an ERP can help a business. You may also come across SAP Business ByDesign , which is a popular ERP tool for small to midsize companies with annual revenue between $25 million and $500 million.

SAP 130

SAP Planning Marketing 130

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

The Reformed Broker

OCTOBER 15, 2022

Hey guys, didn’t get a chance to do any writing this week but we did two really good shows on the YouTube / podcast front I wanted to make sure you don’t miss… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

107

107

Barry Ritholtz

OCTOBER 21, 2022

Why are markets rallying and/or falling every other day? They make gains only to give them back, or they sell off hard only to subsequently regain the losses. I suspect it is because the dispersion of likely future outcomes is so unusually wide. Meaning, what investors imagine as the most likely outcomes are all over the map. Perhaps a weather analogy may help explain : Since its October, let’s imagine a typical weather report: 80% chance of sunshine, with a slight chance of showers overni

Forecasting 122

Forecasting Construction Budgeting Marketing 122

CFO Dive

OCTOBER 20, 2022

Persistent cost pressures and supply chain bottlenecks are intensifying recession fears at U.S. companies, the Federal Reserve said.

261

261

Navigator SAP

OCTOBER 15, 2022

Many businesses miss out on the benefits of enterprise resource planning (ERP) because of the system’s price tag. It costs an average of $30,000 for small and medium enterprises (SMEs), which not many companies are willing to spend. But if you consider how an ERP system can help a business , the cost is justified because you’re employing an all-in-one, centralized, and customized system that will organize your operations, make your teams work more efficiently and bring you better business result

SAP 130

SAP Planning Banking 130

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

Tips Watch

OCTOBER 20, 2022

Still, real yield was lower than expected as inflation expectations surged higher. By David Enna, Tipswatch.

Treasury 98

Treasury Securities Investments 98

Barry Ritholtz

OCTOBER 15, 2022

This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Rampulla has held a variety of management positions at Vanguard since he joined in 1988.

Education 122

Education Investments Finance Retail 122

CFO Dive

OCTOBER 20, 2022

The Houston-based oil services giant snapped up Nancy Buese from Newmont Mining, naming her as their new chief financial officer.

CFO 261

CFO 261

Centage

OCTOBER 17, 2022

Individuals and businesses alike have endured extreme stress in recent years, and there’s no sign of the situation improving any time soon. Along with the continuing impact of the COVID pandemic, companies are currently dealing with the effects of Russia’s war on Ukraine, sky-high inflation, supply chain shortages, and rising interest rates, among other challenges.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Forecasting 98

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