Sat.Nov 09, 2024 - Fri.Nov 15, 2024

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Now is a great time to build (or improve) a long-term TIPS ladder

Tips Watch

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.

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Inflation edges up, highlighting Fed’s bumpy path to stable prices

CFO Dive

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.

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Trending Sources

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Achieving the Right Balance of Risk and Return in Corporate Investments 

CFO Talks

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.

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CFOs, finance teams key to building resilience vs climate disruptions

Future CFO

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.

Finance 52
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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Sebi eases FPI registration process

CFO News

​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.

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From Scale to Value: How CTBC Bank is Pioneering AI

Global Finance

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.

Banking 52
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How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider

Nerd's Eye View

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.

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The Financial Challenge of Employee Benefits for Growing Businesses

CFO Plans

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.

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2050: Harnessing the Power of Three: Dynatrace’s Layered AI Strategy | Jim Benson, CFO, Dynatrace

CFO Thought Leader

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.

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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Retail sales rise in hint of cheer for holiday consumer spending

CFO Dive

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.

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Why a Fit-to-Standard Solution Saves You Time and Money

Navigator SAP

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.

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Addressing the talent shortage in the accountancy profession: Singapore's strategic initiatives

Future CFO

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.

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Medicare costs for 2025, once again, are rising faster than inflation

Tips Watch

Part B costs, deductibles and IRMAA surcharges will increase about 5.9% next year. By David Enna, Tipswatch.com Just a month ago, Social Security beneficiaries learned their benefits would rise by 2.5% starting in 2025, the lowest increase in four years.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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Economists predict above-trend economic growth in 2025: Wolters Kluwer

CFO Dive

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.

Economics 293
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MiB: Colin Camerer on Neuroeconomics

Barry Ritholtz

 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.

Economics 126
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Agility and Innovation: How Kapital Bank is Transforming Azerbaijan’s Financial Landscape

Global Finance

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.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

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

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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Some distressed office landlords to roll back capital-intensive concessions, CBRE says

CFO Dive

Office tenants negotiating leases may see more landlords cutting back on deal sweeteners like space build-outs that entail upfront costs.

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Fostering Strong Relationships for Organisational Growth 

CFO Talks

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.

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How SAP Cloud ERP is Helping Transform the Software and SaaS Sector

Bramasol

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.

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Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

Nerd's Eye View

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.

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Small business optimism rose before election despite uncertainty: NFIB

CFO Dive

Nine out of the 10 factors that determine the NFIB’s optimism index increased last month, including the outlook for business conditions.

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How to Calculate the SaaS Magic Number

The SaaS CFO

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.

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Enterprise risk management remain undervalued, study finds

Future CFO

Business leaders are not sufficiently investing in their organisation’s risk oversight even amid risks that are increasing globally in volume and complexity, regardless of geography. This is the findings of the latest report by AICPA & CIMA and North Carolina State University’s Enterprise Risk Management (ERM) Initiative, revealing that 68% of respondents from Asia and Australasia report concerns on volume and complexities of risk increasing globally.

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US Election Impact on the Indian Economy: Key Considerations and Potential Outcomes

CFO News

The US, being the world’s largest economy, plays a crucial role in shaping global market sentiment, with India maintaining strong economic ties in this context. The Indian government now faces the task of evaluating how the election result will impact trade negotiations, existing agreements, and opportunities for new deals.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.