Sat.Nov 23, 2024 - Fri.Nov 29, 2024

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How MBAs Are Shaping the Future of Entrepreneurship

Financial Analyst Insider

The Master of Business Administration (MBA) has long been regarded as a traditional pathway for aspiring business leaders, providing essential skills in management, finance, and The post How MBAs Are Shaping the Future of Entrepreneurship appeared first on Financial Analyst Insider.

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What Are Transaction Services?

E78 Partners

Transaction services have become essential for businesses navigating complex financial landscapes in today’s fast-paced and technology-driven world. E78 , a leader in tailored financial solutions, has adapted to meet these demands, evolving its transaction services from traditional, paper-heavy processes to cutting-edge digital platforms. As businesses grow and expand globally, E78’s commitment to efficient, secure, and adaptable transaction services ensures clients can manage financial tr

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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals. However, comprehensive planning is an intangible service, which can make it challenging for advisors to convey its value – especially when meeting with prospective clients who may be unfamiliar with wha

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57% of Finance Leaders Believe AI is Coming for Their Job

The Finance Weekly

Are Finance Jobs on Borrowed Time? 57% of CFOs Think So… Imagine walking into work one day and finding your role transformed—or even replaced—by a machine. For many in finance, this isn’t just a wild fantasy but a real possibility. According to a recent survey by FP&A Software solution Datarails , over half (57%) of finance leaders believe artificial intelligence (AI) is poised to shrink the workforce in their departments.

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GEP Outlook Report 2025

For years, you and your team have fought an uphill battle. Supply disruptions. Cost pressures. ESG compliance. You name it, and you’ve had to navigate it. In 2025, many challenges will persist, but procurement and supply chain teams have a powerful tool with rapidly advancing capabilities to tackle them — artificial intelligence (AI). The GEP Outlook 2025 report examines the disruptive transformation AI is driving in procurement and supply chains, alongside other key trends and the macroeconomic

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At the Money: Matt Hougan on Responsible Crypto Investing

Barry Ritholtz

 At the Money: Crypto Curious. November 26, 2024 Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins? How can investors get exposure to the space? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets.

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Unlock precision and control with activity-based budgeting

Jedox Finance

Budgeting is a crucial part of any business. It aids planning, cost control, and resource allocation. Yet, traditional budgeting methods often fall short, struggling to keep pace with the dynamic nature of modern organizations—especially in today’s uncertain economy. Enter activity-based budgeting (ABB). Unlike traditional methods that rely heavily on historical data—which, for many organizations, has [.

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1052: How Mobileye’s Capital Journey Shaped, Tested, and Advanced Its Future CFO | Moran Shemesh, CFO, Mobileye

CFO Thought Leader

By all accounts, when Moran Shemesh joined Mobileye in 2016 as Corporate Controller, the drama of its IPO was behind it. The Israeli autonomous vehicle technology company had gone public two years earlier, and Shemesh saw the opportunity to grow within an innovative tech company. “I was stepping into a fast-growing organization, that was already publicly traded,” she says, “and I understood the responsibility of being a Corporate Controller in a public company that was still in its growth stages

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BMO honors Native American Heritage Month: Boldly Growing the Good in Native communities

Bank of the West

November marks Native American Heritage Month, a time to celebrate the rich and diverse cultures, traditions and histories of Native peoples across the United States. We know that the land we… Read more The post BMO honors Native American Heritage Month: Boldly Growing the Good in Native communities appeared first on About BMO.

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Financial phishing continues to pose threat to Southeast Asian companies

Future CFO

Financial phishing proves to continue to wreak havoc on companies and organisations in Southeast Asia, according to cybersecurity and digital privacy company Kaspersky. From January to June this year, the company detected 336,294 phishing attacks launched at organisations and businesses in the the region, with the attacks impersonating e-commerce, banking, and payment brands and were aimed at stealing credentials and other sensitive data.

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Profit in the Details: Rethinking Spend for Monumental Impact

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

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AI rush is fueling tech debt ‘tsunami’: Forrester

CFO Dive

The research highlights the growing challenges faced by businesses as they scramble to adopt AI and avoid falling behind competitors.

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Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File

Nerd's Eye View

How much to charge for financial advice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning.

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Identifying and Overcoming Ethical Dilemmas in Business 

CFO Talks

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. As a CFO your influence extends beyond financial reports and budgets. You’re a custodian of trust, navigating a complex business environment where ethical challenges often lurk beneath the surface. These dilemmas might not always come with flashing warning signs, but how you handle them speaks volumes about your leadership and your company’s c

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Onwards to 2025: How the accountancy profession gears up

Future CFO

Finance teams found their way in 2024 to keep up with the ever-changing market landscape brought about by a number of factors. The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles. It also went through hurdles in talent management, as finance leaders grapple with the evolving roles--mastering the art of reskilling, upskilling, and talent retention.

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Navigating Bleisure Travel: A Guide for Mid-Sized Companies

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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The rise of AI in the finance function

CFO Dive

After a relatively slow start compared to other corporate functions, the use of AI by finance teams has accelerated over the last year.

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial advice seeing the best results.

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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

The Future of Finance and Sustainability with Elizabeth Burns The evolving demands of sustainability and financial performance are reshaping the role of CFOs in the energy sector. Elizabeth Burns, CFO of Gas du Cameroon (GDC), exemplifies this balance, demonstrating how strategic financial leadership can support environmental responsibility. Her work at GDC highlights the potential for finance leaders to drive impactful sustainability initiatives while ensuring organizational growth and resilien

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Belfius: Setting the standard for service excellence for public-sector, business and corporate clients in Belgium

Global Finance

Global Finance: Can you discuss your leading role in providing cash management services for public entities? Claudia Kabbe: What sets Belfius apart in the Belgian market are our dedicated relationship managers who provide specialized solutions, such as cash advances. These are collection accounts specifically developed to collect various public taxes: The amount of the advance available is determined based on expected receipts, and enriched reporting data enables automatic reconciliation in publ

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

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!

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FASB updates convertible debt rules

CFO Dive

The new GAAP guidance stems from a request made by Big Four accounting firms and comes as the convertible bond market is regaining steam.

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#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm, With Kevin Leahy

Nerd's Eye View

Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. What's unique about Kevin, though, is how his firm has built a systematized internal advisor training program to efficiently onboard young new talent straight out of college, main

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Members’ Profile: Lutic Molo Mosoane

CFO Talks

Members’ Profile: Lutic Molo Mosoane In this edition of CFO Club Africa’s Members Spotlight, we are introducing Lutic Molo Mosoane, a visionary leader and finance expert with a passion for driving impactful change through financial innovation and strategic leadership. As the President and Executive Finance Consultant at Winsome Africa, Lutic has built a career rooted in excellence, resilience, and purpose.

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Never Mix Payroll and Household Survey Data

Barry Ritholtz

@TBPInvictus here (link is now to Bluesky) Let’s cut to the chase: A Hoover Institution analysis of California private job creation is off by a factor of 100. Between January 2022 and June 2024, the state created 523,700 private sector jobs — not 5,400 as claimed. MSM uncritically repeated the false number. I spend far too much time debunking economic b t.

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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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Intuit rolls out AI QuickBooks enhancements as CEO eyes AI agents

CFO Dive

The upgrades to QuickBooks come as the firm targets AI agents that could potentially replace CFOs and other executives in the C-suite, the CEO said.

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Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement

Nerd's Eye View

Charitable giving is an essential aspect of many people's financial lives. Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to "do more". Yet, despite the important role that charitable giving can play, studies show that many advisors hesitate to bring up the topic with clients.

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Members’ Profile: Rofhiwa Irene Singo

CFO Talks

Members’ Profile: Rofhiwa Irene Singo In this edition of our CFO Spotlight series, we are featuring Rofhiwa Irene Singo, an accomplished finance leader whose journey is a testament to resilience, adaptability, and impactful leadership. Currently serving as the Chief Financial Officer for South Africa’s Department of Justice and Constitutional Development, Rofhiwa brings over two decades of diverse experience spanning public and private sectors.

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Ripples in the Pond

Barry Ritholtz

Next time you encounter a calm pond or lake with a nice, smooth surface, pick up a rock and toss it into the water. The result will be very predictable: concentric rings will expand out from where the mass disrupts the calm surface. This is how models depict the economy. Once the surface settles down, repeat the exercise. Only this time, have 10 of your friends grab big scoops of rocks of various sizes, from pebbles to boulders, and randomly throw them into the water over minutes, hours, and day

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The Growth Architect: How Financial Leaders are Unlocking Potential

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.