Sat.Sep 16, 2023 - Fri.Sep 22, 2023

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The dynamic Duo of CTO, CFO in financial forecasting

Future CFO

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.

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5 Steps to Prepare your Organization for a Financial Audit

E78 Partners

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

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All CFOs want to avoid surprises. Here’s how to do it

CFO Dive

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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Differences Between Budgeting and Forecasting in Business

Spreadym

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.

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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.

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CFOs in advanced countries facing ‘deadweight’ economy challenge, says Gartner

CFO News

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.

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4 Finance awards that will give you an instant career boost

The Finance Weekly

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
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EY Survey: Pay, well-being, and flexibility prolong workplace tensions

Future CFO

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.

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How to navigate stiff competition for talent in financial services

CFO Dive

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

Economics 236
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How to Run an Effective SAP Consultancy - Consulting Lifestyle Podcast

Navigator SAP

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

SAP 262
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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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Nobody Knows Anything, Dot Plot Edition

Barry Ritholtz

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.

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Jeremy Grantham, Bubble Historian

The Reformed Broker

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!

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Small business confidence hits post-pandemic high: U.S. Chamber

CFO Dive

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

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How ERP Helps with Clincial Trails

Navigator SAP

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 205
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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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MiB: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

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

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10-year TIPS reopening auction should get best real yield in 14 years

Tips Watch

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
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CFO optimism rebounds on brighter economic outlook: Deloitte

CFO Dive

CFO expectations for revenue, earnings and hiring have improved since the second quarter, Deloitte said.

CFO 298
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Wipro’s CFO Jatin Dalal resigns, senior VP Aparna Iyer to take over

CFO News

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
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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10 Thursday AM Reads

Barry Ritholtz

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 105
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Putting the (Insta)cart before the (Grocery) horse: A COVID Favorite's Reality Check!

Musings on Markets

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

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Flawed data ranked as top AI risk: Workday

CFO Dive

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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India as hub for international arbitration needs to be accessible, economical, simple: Judges

CFO News

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
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Weekend Reading For Financial Planners (September 23-24)

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 Investment Adviser Association has petitioned the SEC to ask the regulator to change how it defines a small adviser from one with less than $25 million under management to a firm with 100 or fewer employees. The group argued that this change would help more small firms, which tend not to have the same staffing and resources compared to their larger counterparts, as the

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CFO Corner: Q&A With Verge Motorcycles' Mark Wilson

Global Finance

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
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Big Ten schools produce more CFOs, fewer CEOs than Ivies

CFO Dive

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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Startup funding: Dry powder is limited

CFO News

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
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Back to Basics with Reconciliations

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.