Sat.May 08, 2021 - Fri.May 14, 2021

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Characteristics of a business-friendly AI forecasting tool

Anaplan

AI-based forecasting tools can be intimidating and expensive. We offer tips for finding user-friendly tools to help you make smarter predictions, faster.

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McAdams success story with CFO Plans

CFO Plans

by Casey Gillam, Sales Manger at CFO Plans Inc. If you’ve ever had your heartbroken, you may have been told, “There are plenty of fish in the sea.” As relationship advice goes, that doesn’t usually do much to make you feel better in the moment. But as business advice goes, this can be a game-changer when you realize the potential. Sustainably sourcing replenishing resources from the planet’s abundant supply to meet the demand of the market was exactly how Rob McAdam decided to build his company

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Hong Kong posts 5.4% quarter-on-quarter GDP growth

Future CFO

Hong Kong posted a year-on-year 7.9% GDP expansion in Q1 after growth rates had fallen for a record six quarters, according to the city's Census & Statistics Department. While the high percentage came partly from the low base last year, the quarter-on-quarter growth also hit 5.4%, much higher than the 0.5% in the preceding quarter. Growth highlights.

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In Memoriam: David Swensen

CFA Institute

With David Swensen's passing, the financial community has lost one of the most important investors of modern times.

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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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Anaplan for Commercial Revenue Planning eases omnichannel planning shambles

Anaplan

A new all-in-one solution addresses the consumer goods industry's multi-channel revenue planning challenges across multiple lines of business.

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Top 5 Mistakes Bookkeepers Make When Building Their Firm

The CFO College

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice.

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Wealth Management in the Algocen Era: A Speculative Future

CFA Institute

What will portfolio management look like in 2038?

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Top 5 Small Business Inflation Strategies

CFO Share

Every day in the news you can read about inflation fears : supply shortages, price increases, stock prices tumbling… And while big papers talk about the NASDAQ and CPI, the question that’s more interesting to me as a fractional CFO is: what does inflation mean for small businesses? In this article, we will explore the cause of inflation, its effects on small businesses, and what you as a business owner should do to turn financial pressure into growth opportunities.

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CEO sentiment: Boom rather than stagnation over next two years

Future CFO

CEO sentiment is positive as more of these C-level execs anticipate an economic boom (60%) than stagnation (40%) in 2021 and 2022, said Gartner recently when releasing results of a survey of senior executives. Most respondents (35%) anticipate returning to or exceeding 2019 revenue levels as early as this year, the advisory firm noted. The annual Gartner 2021 CEO Survey was conducted between July 2020 to December 2020 among 465 actively employed CEOs and other senior business executives in North

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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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Attitude is Everything

Castle Corporate Finance

Whether at work or in our personal lives, there are those people whose presence we enjoy; there are those with whom we ‘jog along’… And then there are those others – those we might actively avoid. You know who I mean, don’t you!? People seem to fall into three broad categories known as the ‘Radiators’, the ‘Rocks’, and the ‘Drains’. These descriptors hint at the effect they have on us: either providing us with vitality; being passive and immovable; or depleting our energy reserves.

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5 Benefits of Refinancing Equipment

Commercial Credit Group

Industries, such as construction, manufacturing, transportation, or waste hauling, that rely on revenue generating equipment are very capital intensive and have a lot of equity tied up in that equipment. Refinancing the equipment can have major benefits to the cash flow and business operations of a company. The top five reasons to refinance equipment are: Lower monthly payments.

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The Melting Ice Cube Series - Part 2: A Brief History of Money

Creative CFP

Since this series is primarily concerned with the question "What is money?" it’s necessary that we at least have a general historical perspective of humanity’s relationship with money. What money have we used in the past, and how has it changed as humanity came into contact with successively superior forms of money? We weren't always using rands and dollars.

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Finance transformation: CFOs must address four areas of comparative advantage

Future CFO

Finance transformation plans will fail if CFOs do not fully address four areas of comparative advantages of their function, said Gartner recently. Finance transformation’s poor track record Finance transformation initiatives already have a historically poor track record, with just 39% of finance leaders agreeing that these projects have delivered on expected benefits to the function, and even fewer agreeing that the overall business has benefited, Gartner said. .

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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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Improving the Odds of Value Investing

CFA Institute

So what is the value factor's key performance driver? Based on what evidence?

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FINRA Shares Practices Firms Use to Protect Customers from Online Account Takeover Attempts

Corporate Financial Weekly Digest

On April 11, the Financial Industry Regulatory Authority (FINRA) issued Regulatory Notice 21-18 (Notice) in response to increasing reports from customers experiencing customer account takeover (ATO) incidents. These incidents involve bad actors using compromised customer information, including login credentials, to gain unauthorized entry to customers’ brokerage accounts.

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Cedacri – Pricing Press Release

ION Group

Cedacri – Pricing Press Release. The post Cedacri – Pricing Press Release appeared first on ION.

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Refinancing risk in China on the rise for finance firms

Future CFO

Refinancing risk in China is increasing for some finance firms, as increased borrowing in recent years have led to a lumpy debt maturity structure for many, said Moody’s recently. China's accommodative monetary policy, the development of its capital markets and the business expansion of recent years have lifted leverage among finance companies, said Sean Hung, a Moody's Vice President and Senior Analyst.

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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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Investor Taxes and Stock Prices: Threading the Needle!

Musings on Markets

In my last post, I looked at the Biden Administration's proposal to increase corporate taxes, to provide funding for an infrastructure bill, and concluded that while there is room for raising corporate taxes, it would be more efficient and fairer to do so by reducing the tax credits and deductions in the code, than by raising the tax rate. In the weeks since, the administration has come up with its follow-up proposal, this one funded by increases in individual taxes, primarily on the wealthy.

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Employees said they’d quit if not provided post-pandemic flexibility

Future CFO

More than half (54%) of employees surveyed from around the world would consider leaving their job post-pandemic if they are not afforded some form of flexibility in work, said EY recently when releasing results of a survey. The survey canvassed the views of more than 16,000 employees across 16 countries and multiple industries and job roles, according to EY.

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China’s digital currency trial: Ant Group is participating

Future CFO

Alibaba affiliate Ant Group is participating in China’s digital currency trial, according to a report by China Securities Journal. MYbank — an online bank in which Ant has a 30% stake — allows some users to link their accounts with China’s digital yuan app, the media report says. According to the report, six state-owned banks in China have participated in the country’s digital currency trial.

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How to make a presentation deck that doesn't stink

Future CFO

Making slide deck presentations (you know, Powerpoint and the like) is a common task on the job — but how do you deliver a slideshow that really blows people away? If you’re not a graphic designer or a superstar at presentation software, what’s the best way to approach building a deck? And how do you succeed at putting on a good show? In this episode, Christine speaks with Dan Zedek, professor of journalism and media innovation at Northeastern University and design professional, about how to wri

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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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Cedacri – Bond Launch Press Release

ION Group

Cedacri – Bond Launch Press Release. The post Cedacri – Bond Launch Press Release appeared first on ION.

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