Future CFO

SEPTEMBER 21, 2023

It is a given that good collaboration between different functions within an organisation are crucial for the company’s success. This includes the pairing and alignment of the chief financial officer and the chief technological officer. Tony Allen , chief technological officer at subscription management software and recurring billing platform Recurly , dives deeper into the critical partnership between the CFO and CTO.

Forecasting 52

Forecasting CFO Budgeting Investments 52

E78 Partners

SEPTEMBER 21, 2023

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. This is not just because of the intricacies and specificities required by the auditing standards but also due to the numerous challenges faced by organizations in the run-up to an audit. These challenges include resource limitations, complexity of accounting standards, volume of transactions, weak internal controls, stakeholder expectations, and much m

Auditing 52

Auditing General Ledger Reconciliations Accounting Standards 52

CFO Dive

SEPTEMBER 18, 2023

Creating the best foundation for financial performance management is a massive area of opportunity for CFOs and a sure way to stop surprises before they stop you.

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273

Spreadym

SEPTEMBER 19, 2023

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. Key differences between budgeting and forecasting Purpose Budget: A budget is a detailed financial plan that outlines a company's expected income and expenses over a specific period, typically a fiscal year.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

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

Investments

CFO News

SEPTEMBER 19, 2023

The deadweight economy challenges an organisation’s ability to meet corporate performance expectations by constraining traditional avenues for growth, pricing, investment funding, cost management, people management, and productivity gains, it says.

Cost Management 59

Cost Management Investments 59

The Finance Weekly

SEPTEMBER 20, 2023

Finance folk are often the unsung heroes in a company. Despite their pivotal role in shaping a company's financial health and success it is often the CEO that grabs the glory and recognition. In fact one , survey went as far to show that two thirds (67%) of US finance leaders feel sorely underappreciated at being relegated to the shadows. Though this does not need to be the case any more.

Finance 52

Finance CFO Accounting 52

Future CFO

SEPTEMBER 20, 2023

Pay, along with employees’ well-being concerns and preference on remote workplace set-up, were found to prolong workplace tensions, posing difficulties in attracting and retaining talent, according to Ernst & Young ’s 2023 Work Reimagined Survey. Out of more than 17,000 employees surveyed, over 35% are likely to leave their jobs in the next 12 months, with Gen Zs and millennials found to be the most likely ones to quit.

Economics 52

Economics Marketing 52

CFO Dive

SEPTEMBER 18, 2023

The Great Resignation’s not over yet, at least not according to recent articles from Forbes, the World Economic Forum and others.

Economics 213

Economics 213

Navigator SAP

SEPTEMBER 21, 2023

Enterprise resource planning solutions (ERP) play a critical role in helping life sciences businesses scale. But they also can play an important role earlier in the lifecycle of a life sciences business by greatly improving the efficiency and accuracy of clinical trials.

Planning 208

Planning 208

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

Accounting

Barry Ritholtz

SEPTEMBER 22, 2023

The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting another hike before years over before two cuts in 2024. My advice: ignore those expectations as they have been wildly inaccurate over the past few years; they have been mostly inaccurate over the past decade. When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else.

Forecasting 128

Forecasting Economics Marketing 128

The Reformed Broker

SEPTEMBER 22, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jeremy Grantham, and Downtown Josh Brown discuss being the “Bubble Historian”, Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Valuation 122

Valuation Investments Marketing 122

CFO Dive

SEPTEMBER 19, 2023

While AI error risks can be reduced, many firms are unprepared as they “wrangle huge volumes of information across patchwork systems, static spreadsheets, and fragmented processes,” Workday says.

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Navigator SAP

SEPTEMBER 20, 2023

Are you curious about the world of IT consulting and how it has evolved over the years?

SAP 267

SAP 267

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.

Accounting

Barry Ritholtz

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Age

Risk Management 120

Risk Management Investments Finance Marketing 120

Tips Watch

SEPTEMBER 17, 2023

By David Enna, Tipswatch.com This year, for the first time, I’ve soured on buying Treasury Inflation-Protected Securities at auction. Why? Because real yields have often come in a bit below “predicted” market value.

Treasury 109

Treasury Securities Marketing Investments 109

CFO Dive

SEPTEMBER 22, 2023

The outlook among small businesses has brightened as economists upgrade forecasts for economic growth this year and in 2024.

Forecasting 322

Forecasting Economics 322

CFO News

SEPTEMBER 21, 2023

In the first half of 2023, startups raised $3.8 billion through 298 deals. During the same time, in the first half of last year in 2022, a total of 729 deals were struck and $18.3 billion were raised. Before that, in the first of H1 of 2021, a total of 484 deals took place with $13 billion raised, according to PwC’s startup deal tracker.

Startups 105

Startups 105

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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.

Reconciliations

Barry Ritholtz

SEPTEMBER 21, 2023

My morning train WFH reads: • Peek Inside America’s Largest Privately Owned Company : Cargill’s business model has worked for 158 years. Follow the money and you’ll see it ain’t broken yet. ( Bloomberg ) • Indexing Is Still the Best Bet for Investors : History shows that even in ‘narrow’ markets, actively managed funds don’t do as well over the long term. ( Wall Street Journal ) see also You Might Be Paying Too Much for That Index Fund : Push toward zero-cost ETFs nears the finish line. ( Wall S

Sales 104

Sales Securities Retail Investments 104

Musings on Markets

SEPTEMBER 19, 2023

After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from markets, at a pricing of about $9-$10 billion for its equity. Coming in the week after ARM, an AI chip designer, also filed to go public, but with an estimated pricing of $55-$60 billion, it is an indication of how much the ground has shifted under Instacart since the heady days of 2020, when Instacart was viewed by some Americans as the only thing

Profit and Loss 104

Profit and Loss Valuation Advertising Investments 104

CFO Dive

SEPTEMBER 21, 2023

The outsmarting of insiders is a “go-to tactic” for many cyberattackers looking to steal credentials and gain access to critical data, according to research from the Ponemon Institute.

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CFO News

SEPTEMBER 21, 2023

India has all the relevant infrastructure to become international arbitration hub in terms of human resources and capability for the same as per Judges of various High Courts, however, making India hub for international arbitration need to revamp certain statutory provisions, adopt measures that prove to be effective in terms of the conduct of proceedings, preserve evidence in arbitration and adopt simpler methods that are economical and effective in enabling international arbitration in India.

Economics 105

Economics 105

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

Global Finance

SEPTEMBER 21, 2023

Mark Wilson, chief financial officer of Verge Motorcycles since July 1, was previously CFO at Aston Martin (2015-2020) and McLaren Automotive (2005-2013). Wilson speaks to Global Finance about his career and the challenges of the profession.

CFO 98

CFO Finance 98

Future CFO

SEPTEMBER 21, 2023

However, we may belittle it as a product of the late 70s technology, the spreadsheet remains a preferred first tool for organising ideas into some order – whether it is a list of people attending an event or expenses. Earthweb estimates there are up to 1.5 billion people who use Excel – Microsoft's version of the spreadsheet. Wonder estimates up to 2 billion people use Google Sheets every month.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Planning Technology 98

CFO Dive

SEPTEMBER 22, 2023

The University of Virginia, Pennsylvania State University and University of Texas at Austin top the list of public schools that have produced sitting CFOs.

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285

CFO News

SEPTEMBER 21, 2023

Aparna will report to CEO Thierry Delaporte and will join the Wipro Executive Board. She succeeds Jatin Dalal who is stepping down to pursue other career opportunities.

CFO 105

CFO 105

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing