Strategic Treasurer
DECEMBER 27, 2022
Episode 233. What Did Treasurers Learn from the Events of 2022? The year 2022 was an interesting ride. Global turmoil, supply chain issues, rising interest rates, and major acquisitions all caused concern and intrigue for treasurers and financial professionals around the world. In this podcast, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss some of the key events of 2022.
CFO News
DECEMBER 25, 2022
ETCFO and Oracle NetSuite organized a virtual roundtable on “Future-Proof Compliance: Strengthening Regulatory Maturity and Becoming Audit-Ready”, with panelists — Mandeep Mehta, Group CFO, PB Fintech; Mayank Gupta, Group CFO, CarDekho; Mehul Turakhia, Group Finance Head, Zeta Suite; Rajendra Jhawar, Senior Director – Finance, BrowserStack; Chieh Suang K, Business Development Leader – VC & PE, Oracle NetSuite; and Girish Butaney, General Manager, Oracle NetSuite — discussing the theme.
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Barry Ritholtz
DECEMBER 27, 2022
This week, we speak with Charlie Ellis, Chair of the Yale Endowment, Vanguard Board member, and founder of Greenwich Associates. In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
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CFO News Room
DECEMBER 28, 2022
I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog! I initially started in a basic index fund but after doing more research I want to start dabbling in dividend stocks. Since I’ve never bought individual stocks I’m worried I may make some bad picks.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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Barry Ritholtz
DECEMBER 29, 2022
Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.” Street vs. Fed with Ritholtz.
The Charity CFO
DECEMBER 28, 2022
As a nonprofit leader, your financial stewardship is important to remain compliant with the IRS. One way to ensure you remain within the confines of your tax-exempt status is to file and share a number of financial statements. You have a primary responsibility to your donors, grantmakers, and other stakeholders to find ways to share these statements while still following the highest accounting standards.
Tips Watch
DECEMBER 27, 2022
New investors are baffled by Treasury Inflation-Protected Securities. Can’t blame them. By David Enna, Tipswatch.
CFO News Room
DECEMBER 28, 2022
Executive Summary. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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Barry Ritholtz
DECEMBER 30, 2022
Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons). Almost nobody does this well consistently over time. Here is QAD from 2019: In business, change is inevitable , and those that fail to adapt and innovate are often doomed to failure.
CFO News
DECEMBER 25, 2022
As demand drivers become more volatile, strategic CFOs are set to position finance as a nimble business partner that can work in lockstep with other business functions.
CFO News Room
DECEMBER 30, 2022
Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Here are 10 of our favorite tips from 2022. Management Tip of the Day. Quick, practical management advice to help you do your job better. Promote Inclusive Language in Your Organization.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Navigator SAP
DECEMBER 30, 2022
An ERP system can help you streamline your business processes, improve communication and collaboration, and make better data-driven decisions. However, with so many options on the market, it can be overwhelming to choose the right one for your business.
CFA Institute
DECEMBER 30, 2022
In a wild year for markets and investing, what EI content most resonated with readers?
CFO News
DECEMBER 26, 2022
Trends like an increase in in-home consumption, Covid-19-induced premiumisation, and the power of brand recall for ordering home delivery are likely to continue, says Bittu Varghese.
CFO News Room
DECEMBER 30, 2022
Executive Summary. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate val
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
Nerd's Eye View
DECEMBER 28, 2022
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. And nearly 3 years to the day after its predecessor was passed, the U.S.
CFA Institute
DECEMBER 30, 2022
Is there a trade-off between diversity and investment performance?
CFO News
DECEMBER 28, 2022
In several interactions with ETCFO, leading India Inc CFOs pointed to several measures such as Make in India and PLI schemes, robust demand that will keep the economy ticking over the next few months.
CFO News Room
DECEMBER 30, 2022
A ChargePoint station at the New Carrollton Branch Library in New Carrollton, Md. Tom Williams | Cq-roll Call, Inc. | Getty Images. Check out the companies making headlines in midday trading. TG Therapeutics — Shares jumped more than 9% after the biotech company announced this week that the U.S. Food and Drug Administration approved its treatment for relapsing forms of multiple sclerosis in adults.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Nerd's Eye View
DECEMBER 30, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity t
Tips Watch
DECEMBER 30, 2022
By David Enna, Tipswatch.com The year 2022 broke through several economic milestones, and most of them were dreadful: Highest U.S. inflation in 40 years. U.S. stock market down 20%. U.S. bond market down 13%. Federal Reserve aggressively raising interest rates.
CFO News
DECEMBER 28, 2022
Bank credit is seen growing 15 per cent per annum in fiscals 2023 and 2024, riding on broad-based economic recovery and stronger, cleaner balance sheets that allow lenders to expand credit.
CFO News Room
DECEMBER 29, 2022
Comparing Christmas today with Christmases past, David Waugh and Laura Williams eloquently explain that we ordinary Americans in 2022 are far wealthier than were ordinary Americans of just a few decades ago. We are fortunate indeed to live where and when we do! But evidence of our enormous prosperity, and of its source, is found not only in that which during the holiday season is seen – gifts, decorations, food, and holiday entertainment – but also in that which is not seen… or, rather, in that
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