Sat.Oct 01, 2022 - Fri.Oct 07, 2022

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Slides: The top 5 mistakes CFOs make when communicating with the board

Cube Software

Board meetings can be stressful. As a serial CFO turned CEO, I've presented at my share of board meetings. And I've developed some of my own best practices for a successful board meeting as a CFO. In this slide deck, you'll learn how to demonstrate your aptitude as a great CFO by: Communicating clearly on the numbers and the story behind them. Staying one step ahead of the board and anticipating questions.

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Profit and loss – get financial insight

Jedox Finance

The profit and loss statement is one of the main parts of the annual statement that companies must prepare at the end of a financial year, along with the cash flow statement and accounting balance sheet. This article discusses influential factors, advantages, and common problems considering the profit and loss statement. Table of Contents. What is a profit and loss statement?

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Agility key in tackling economic downturn

CFO Dive

Airbase and Clari CFOs share best practices to meet a challenging business environment.

Economics 303
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What is strategic financial planning and management?

Cube Software

Strategic financial planning and management help businesses stay on track—and know if they’re heading in the right direction. It’s about maximizing profit and shareholder value and reaching long-term financial goals.

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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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How ERP Helps Life Sciences Firms Avoid Recall & Improve Product Quality

Navigator SAP

The COVID-19 pandemic unsettled the supply chain, and the Ukraine-Russia war, ongoing cyberattacks, and trade disputes have only continued the trend. This has put pressure on manufacturing, with particular challenges for companies that source components and products from disparate geographies. Life sciences , which involve complex supply chains and various types of subcontractors, have been hit particularly hard.

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Ongoing tech investments key to survival: Presidio CFO

CFO Dive

Presidio’s CFO and CTO share their outlook on the return on investment for tech spending, and what’s necessary for a functional tech/finance partnership.

CFO 323
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Why Is the Fed Always Late to the Party?

Barry Ritholtz

One of the really strange things about watching Federal Reserve policy is the excess of deference that is given to the Fed’s judgment. While the Fed deserves credit for when they get things right – e.g., rescuing the credit system from the great financial crisis (GFC) – they also deserve plenty of blame for the multitude of sins they commit. I am not a Fed hater or part of the crew that wants to “End the Fed.

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The Importance of ERP in Supply Chain Management

Navigator SAP

Anyone who runs a business knows how important supply chain management is. Ensuring the smooth flow of the resources you need to keep your business running is crucial, especially in a modern world where buying patterns, changing technology, and global events can affect the price and availability of those resources in unexpected ways. In fact, supply chain management is so important that business owners and their employees tend to spend an inordinate amount of time on it.

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The Investor Opportunity Index hits a two-year high

The Reformed Broker

Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people. When I tell you that expected returns are rising as stock prices fall, this is an overly simplistic way of saying that investors only get.

Marketing 138
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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3 CFO tips for finding value in cloud transformation: IBM

CFO Dive

Most companies have, to some degree, embraced cloud computing but do not always clearly identify return on investment.

CFO 362
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Populations in Riskier Geographies

Barry Ritholtz

Great interactive from the Washington Post showing the past 50 years. During that time, millions of people have moved into Hurricane alley — the route that seasonal storms frequently take from the Caribbean up the coast. Click to see the time lapse. Source: Washington Post. The post Populations in Riskier Geographies appeared first on The Big Picture.

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Mid-Market ERP Systems

Navigator SAP

An Enterprise Resource Planning (ERP) system is a useful, all-around tool for mid-market businesses looking to streamline their processes and scale their operations. It integrates different aspects of the business, from finances to human resources to customer service. Among different mid-market ERP systems, SAP Business ByDesign is the top choice, beloved by many small and medium enterprises (SMEs) for its complete, uncomplicated, and cost-effective packages.

Marketing 130
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Beg, Sell Or Borrow

Global Finance

The first twinges of a credit crunch are hitting companies at the lower end of the corporate food chain. Beef up before the squeeze intensifies.

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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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Splurge on automation before recession hits, says former ‘serial CFO’

CFO Dive

Rent the Runway alum and ‘serial CFO’ turned CEO Christina Ross explains why investing in automation can help financial heads prepare before we officially enter a pre-recession environment.

CFO 292
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7th Inning Stretch

Barry Ritholtz

“ Are we there yet? ” is not just a line from the kids the in the back of the car. It’s a question that investors, speculators, and professional traders have been asking themselves. The tl:dr is almost. We are almost there – down ~25% this year (so far). I wouldn’t call this an orderly sell-off, but it also hasn’t been the sort of collapse associated with true crashes like the 2000 tech wreck or the subprime mortgage/derivatives crisis.

Marketing 120
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The Fastest Drop in Home Prices Since 2009

The Reformed Broker

TONIGHT AT 5:30PM EST! Skylar Olsen joins Michael Batnick and I on a special episode of Live from The Compound! Dr. Skyler Olsen is the Chief Economist at Zillow. Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department.

Economics 103
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CGMA Leadership Academy to be held in Singapore this month

Future CFO

The second edition of the CGMA Leadership Academy will be held from 10 to 13 October 2022 in Singapore, said The Association of International Certified Professional Accountants, representing the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) recently. Aimed at accounting and finance professionals from across Asia this four day leadership programme will provide them with strategic thinking, self-leadership, volunteerism and professional skills need

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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.

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California pay transparency law signals new norm

CFO Dive

California joins both Colorado and New York City among states enforcing companies to disclose information about pay ranges and salaries to potential employees.

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MiB: David McRaney on Belief, Opinion, and Persuasion

Barry Ritholtz

. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. McRaney’s most recent book, “ How Minds Change: The Surprising Science of Belief, Opinion, and Persuasion ,” came out this year.

Economics 119
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Why Businesses Are Choosing Other Options Over Excel Spreadsheets for Financial Forecasting

Centage

Excel is a popular spreadsheet tool for personal and business use. This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. Businesses can also customize templates to suit their unique needs. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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US IPOs plunge 74% year to date: EY

CFO Dive

A recovery in IPOs hinges on renewed equity market stability as well as offerings that are reasonably valued and based on “scalable” infrastructure, EY’s Rachel Gerring said.

Marketing 272
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Bogleheads Live

Barry Ritholtz

Click for audio. I sat down with Jon Luskin of Bogleheads to record episode #18: We focus on the cognitive & behavioral side of investing, as well as different ways of approaching risk. The post Bogleheads Live appeared first on The Big Picture.

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What’s Next in B2B Payments?

FISPAN

An Executive Insight with FISPAN Co-Founder Clayton Weir as he shares more about what users are looking for within bill payments, how FIs can enhance those existing services to stay competitive and the challenges they face when creating these features.

B2B 98
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Krysta Grangeno Joins The Charity CFO As Chief of Staff

The Charity CFO

The Charity CFO is proud to announce that Krysta Grangeno has joined our team in the newly created role of Chief of Staff! Krysta is truly a leader that sees the “gray” in situations, understanding the logical processes needed to make the work compliant and efficient as well as the emotional side of how the work gets done. Krysta is incredible at project management and organizational development.

CFO 98
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Solve Your Firm's Automation Complexities Once and For All

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.