The Reformed Broker
JULY 4, 2023
You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale. And we know you know Hamilton, pretty tough to escape that one these days! But it is very unlikely that you know the name Haym Solomon. This is unfortunate, because he’s the guy who arranged financing to keep the Continental Army alive during its darkest days, finding the money to keep the revolution goin.
Future CFO
JULY 2, 2023
Technology spending in Asia Pacific will remain robust and grow by 5.8% to hit US$732 billion in 2023, said Forrester recently. According to Forrester’s Asia Pacific Tech Market Forecast, 74% of growth will come from software and services as cloud adoption in the region increases. In addition, software spending will continue to rise at a compound annual growth rate of 10.3% through 2027.
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CFO Selections
JULY 6, 2023
“How do you build a three-year financial model?” It’s a question we get (and answer) a lot. A financial model is a type of financial projection that pulls together important data to allow organizations to analyze their current financial position and predict their future financial position. While effective financial modeling takes significant time and expertise to complete, the considerable benefits provided make it well worth the investment.
CFO News
JULY 3, 2023
As GST completes its sixth year of implementation journey, the transition from origin-based taxation to destination-based taxation has had its own learning curve. Multiple surveys across the country suggest a unanimous agreement of lowered tax costs and improved supply chain efficiencies with the introduction of this key tax reform.
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.
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CFO Dive
JULY 7, 2023
CFOs can help to champion internal auditors when it comes to assessments of company culture, which can help boost long-term performance.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Barry Ritholtz
JULY 7, 2023
Today, the 500 th episode of Masters in Business drops. 1 I have described the inspiration for the show as “ an audio version of Market Wizards ” but the actual pitch to Bloomberg was “Mark Maron’s WTF meets Charlie Rose” (that was before we knew about his, um, behavior). It has been a wonderful ride, one that I feel grateful and privileged to be on.
CFO News
JULY 4, 2023
Default on loans stands at Rs 244 crore while on unlisted debt securities, it stands at Rs 220 crore. The Securities and Exchange Board of India had earlier found Rs 3,535 crore worth of fund diversion at Coffee Day Enterprises.
CFO Dive
JULY 6, 2023
Buyers facing tight credit and high interest rates will subject potential acquisitions to intense scrutiny in coming months, WTW said.
Nerd's Eye View
JULY 7, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that recent survey data indicate that advisors are more satisfied and productive when they have more time to spend with their clients and when those clients fit within their ideal client profile, in terms of needs, specialties, or engagement levels.
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!
Barry Ritholtz
JULY 6, 2023
Fascinating chart from Visual Capitalist showing the history of housing prices in the United States. I recall the 1990 Home Price recession — I was too broke to afford a condo, but I knew lots of recent grad school friends who took high-paying jobs and bought a place in the 1980s; more than a few were freaked out about falling prices. The issue with rising prices is the ongoing shortage of single-family homes relative to both population and job locations.
CFO News
JULY 4, 2023
ETCFO exclusively discussed the role and responsibility of CFOs in delayed reporting of accounts with legal luminaries. What the law says over two crucial issues are the CFOs not equally responsible as auditors for delays or the lack of submission for financial statements and if it's only the auditors who have to resign over delayed submission of financial accounts - what does the law state about CFOs ?
CFO Dive
JULY 7, 2023
The concept of trading ownership stakes for media time may appeal to more firms as marketing spending faces sharper scrutiny.
Nerd's Eye View
JULY 5, 2023
As the U.S. stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. market. The outperformance of U.S. stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., recency bias and the tendency to confuse the familiar
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
Barry Ritholtz
JULY 5, 2023
This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two years and down sharply from its recent peak of 6.8%.” There are some who believe this is good news, but as we pointed out in May , it’s a meaningless, lagging survey. In fact, it may be even worse than that, because it appears that some at the Federal Reserve actually believe the Fed’s own survey of consumers contains information.
CFO News
JULY 3, 2023
According to the survey report by Association of Certified Chartered Accountants (ACCA), about 80 per cent of the employers plan to further train and upskill their existing employees working in finance, to keep up with the evolving field.
CFO Dive
JULY 5, 2023
Timothy Ackerman is departing from his role as CFO of the AI platform after being appointed in February.
Centage
JULY 5, 2023
When you joined or started your company, one of the biggest and most repeated words on your to-do list was “grow”. It was likely embedded into every metric you knew at the time. Grow your customer base, grow larger profits, add more product lines, create bigger margins, add more locations. Being a small to midsize business (SMB), growth can bring on more change than you might initially anticipate.
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.
Barry Ritholtz
JULY 3, 2023
Barry Ritholtz, “Masters in Business” Radio and Podcast Host discusses the environment of hedge funds and the war on talent between them. He speaks with Romaine Bostick and Scarlet Fu on Bloomberg Markets: The Close Vast Majority of Hedgefunds Are Failing to Meet Targets: Ritholtz Source: Bloomberg See also : MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent (July 1, 2023) The post Majority of Hedge Funds Fail to Meet Benchmarks appeared first on The Big Picture.
CFO News
JULY 3, 2023
The GST law subsumed a host of taxes such as central excise duty, service tax, value added tax, etc, and as against many rates in the erstwhile regime, the new structure has just four tax slabs 5%, 12%, 18 and 28%.
CFO Dive
JULY 6, 2023
The struggling cannabis retailer named its fifth CEO in three years and seventh CFO in five years.
Nerd's Eye View
JULY 4, 2023
Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. What's unique about Melissa, though, is how she originally built her career following a path of becoming a partner in a large ensemble firm, but when she finally got the opportunity to make partner sh
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.
Barry Ritholtz
JULY 2, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Military Recruiting Crisis: Even Veterans Don’t Want Their Children to Join : Pentagon scrambles to retain the main pipeline for new service members as disillusioned families steer young people away. ( Wall Street Journal ) • Middle America’s ‘doom loop’ Work from home is crushing Midwestern downtowns ( Business Insider ) see also St.
CFO News
JULY 3, 2023
BSR's Head of Audit, however, hinted the current regulatory framework is sufficient to safeguard independence of auditors. Also, he sought more clarification on interpretative issues like what constitutes “management services” which are prohibited in Section 144 of the Companies Act, 2013.
CFO Dive
JULY 5, 2023
In order to curb inflation, the central bank may need to maintain high borrowing costs longer than predicted by financial markets, Kansas City Fed economists said.
Nerd's Eye View
JULY 3, 2023
Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian so
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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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