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By David Enna, Tipswatch.com Because of a remarkable confluence of events, including last week’s presidential election result, real and nominal yields for U.S. Treasurys have been rising dramatically, up 40 to 50 basis points since October 1.
Traders in interest rate futures bet that the Fed will take the inflation news in stride, raising the odds that it will trim borrowing costs by a quarter point next month.
Achieving the Right Balance of Risk and Return in Corporate Investments When handling corporate investments, CFOs often face the balancing act between risk and return. Striking this balance is key to ensuring a company’s growth while protecting it from financial shocks. Here’s a practical look at some key strategies to help you maximise returns while managing risk effectively.
Chief financial officers and finance teams are now regarded as essential to building climate resilience through risk-based planning and sustainable business strategies. This is following a recent report by the Association of Chartered Certified Accountants that revealed a concerning situation on organisational preparedness against climate disruptions.
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.
To facilitate ease of onboarding of foreign portfolio investors and reduce duplication of available information, Sebi has said applicants can choose to fill either the entire common application form or an abridged version with unique fields.
Don’t Tell me what I need for my Business! Business professional analyzing data charts and graphs on a wall to make strategic decisions and insights, back view in office setting. We not only think about what we want our companies to be, but we have an image of what our companies are and the issues that they face. Sometimes they are based in things that we experience every day, but sometimes these are rooted in our dreams and aspirations.
Don’t Tell me what I need for my Business! Business professional analyzing data charts and graphs on a wall to make strategic decisions and insights, back view in office setting. We not only think about what we want our companies to be, but we have an image of what our companies are and the issues that they face. Sometimes they are based in things that we experience every day, but sometimes these are rooted in our dreams and aspirations.
Since 2018, AI has been essential to CTBC’s digital strategy, supported by its in-house R&D lab with 200-plus data and AI-focused scientists. This initiative now spans more than 50 departments across three major business lines. With over 100 active AI applications in production, the bank achieved an explosive 150% increase in AI usage year-over-year.
To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest.
Discover Cost-Effective Employee Benefits Solutions In the fast-paced world of financial services, businesses face numerous challenges, with managing the cost of employee benefits near the top of the list. These expenses not only affect the bottom line but are also key to attracting and retaining top talent. For businesses poised for expansion, understanding and strategically planning for these costs isn’t just advantageous—it’s essential for success.
One of the key lessons that helped advance Jim Benson down the CFO path was one in clarity and focus during his tenure as FP&A leader for the customer service division of Compaq, freshly acquired by Hewlett-Packard. Eager to influence how the division’s performance was presented, Benson dedicated himself to crafting detailed reports and narratives.
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.
What is a Fit-to-Standard Solution? Fit-to-standard sounds complicated, but really it is a simple idea: Instead of using custom systems and processes, make them conform to the industry standard that everyone is using. A fit-to-standard solution is one that solves the problem in a standard way. One example of a fit-to-standard solution is Apple’s address book.
Recent signs of robust consumer spending and persistent inflation prompted Wall Street to reduce the odds that the Fed will cut the main interest rate by a quarter point at its December meeting.
The accounting industry in Singapore is experiencing a talent shortage. This is exacerbated by the rapid pace of technological advancement that demands a workforce skilled in both traditional accounting practices and new digital tools. Additionally, as businesses expand globally, there is an increasing need for professionals with a deep understanding of international financial standards, regulations, and practices.
This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. Prior to joining Caltech in 1994, Camerer was a faculty member at various institutions including the University of Chicago GSB and the Kellogg Graduate School of Business at Northwestern University, and held a visiting professorship at Oxford University.
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.
You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with sophistry. My voyage with ESG began with curiosity in my 2019 exploration of what it purported to measure, turned to cynicism as the answers to the Cui Bono (who benefits) question became clear and has curdled into something close to contempt, as ESG advocates rewrite history and retroactively change their measurements in recent years.
Economists at companies ranging from Goldman Sachs to Ford Motor and KPMG to Wells Fargo now see only a 27% probability of recession in the next 12 months.
Being the first-ever financial institution in Azerbaijan is not enough on its own to stand out in a crowded marketplace. Kapital Bank has also become increasingly agile in response to what customers want and need. “It’s about being the first choice for our customers,” said Farid Huseynov, Chairman of the Board and Chief Executive Officer. “We earn their trust by striving for excellence in everything we do.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rat
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.
The digital transformation journey, especially within the software and SaaS sectors, has seen a significant shift toward cloud-based ERP systems. This trend is driven by various factors, including the need for greater agility, scalability, and efficiency in operations. More large and mid-sized SaaS companies are moving away from traditional on-premise ERP systems or low-end cloud ERPs to comprehensive cloud-based ERP solutions.
Fostering Strong Relationships for Organisational Growth Every CFO knows that balancing financial targets with operational efficiency is challenging enough—but in today’s world, there’s another crucial factor: relationships. As organisations aim for growth, the strength of their internal and external relationships often determines how resilient and adaptable they can be.
As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks.
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
SaaS operators must understand the balance between sales and marketing spend and the acquisition of net new revenue. Enter the SaaS Magic Number. Here are my thoughts on how to use the Magic Number in 2025. Overinvest in sales and marketing relative to your new SaaS ARR bookings and will you not the see the […] The post How to Calculate the SaaS Magic Number appeared first on The SaaS CFO.
By David Enna, Tipswatch.com It’s good news when a monthly U.S. inflation report matches expectations. And October delivered, even though annual all-items inflation ticked higher and core remained too strong for comfort. The U.S.
Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience. From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. 1.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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