Tips Watch

SEPTEMBER 22, 2024

By David Enna, Tipswatch.com We knew this day would come, after enjoying 5% nominal yields on very safe investments for more than a year.

Investments 80

Investments Treasury Banking 80

CFO Leadership

SEPTEMBER 26, 2024

Here’s how we see it: CFOs can build the operating foundation needed for an IPO now, then go public when the time is right for their business. Maybe that time is coming soon for you, since the initial public offering (IPO) market in the US is showing signs of waking up. There were 30% more IPOs in the first half of 2024 compared to the first half of 2023, according to EY’s 2024 IPO Market Trends report.

Finance 88

Finance Compliance CFO Technology 88

Global Finance

SEPTEMBER 23, 2024

Is the SPAC back? Maybe, a little. As a group, special purpose acquisition companies have crashed and burned spectacularly. Some 860 SPACs raised money from investors in the frenzied years 2020–2021, according to corporate advisor Kroll. Less than 100 survived. Most SPACs simply folded and returned cash to investors without ever making an acquisition.

Valuation 86

Valuation Concentration Leverage Investments 86

CFO Dive

SEPTEMBER 23, 2024

As we move closer to 2025, the insurance market presents a window of opportunity with a period of relative stability compared to the volatility of recent years.

Risk Management 261

Risk Management Marketing 261

Advertisement

Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Finance

Navigator SAP

SEPTEMBER 27, 2024

A new ERP solution can dramatically upgrade a business with added visibility, automation, and more efficient operational processes among many other benefits. However, when buying ERP software, some essential implementation questions should be asked before purchase.

211

211

CFO Plans

SEPTEMBER 24, 2024

In the dynamic landscape of small business, staying ahead of financial challenges is crucial. Enter outsourced CFO services—a transformative solution for businesses seeking expert financial guidance without the overhead of a full-time executive. Discover how outsourced CFO services can elevate your financial strategy today. Let’s delve into why your business needs these services and how they can elevate your financial strategy.

CFO 52

CFO Startups Compliance Budgeting 52

CFO News

SEPTEMBER 25, 2024

The Goods and Services Tax Network (GSTN) has issued an advisory, urging taxpayers to proactively manage their records as new archival policies limit GST return data availability to seven years.

Securities 75

Securities 75

Bank of the West

SEPTEMBER 23, 2024

This year marks the 20th anniversary of BMO’s Equity Through Education Program (ETE). On one day every year, BMO donates institutional equity, BMO InvestorLine equity and ETF trading commissions to… Read more The post Twenty years of changing lives with BMO’s Equity Through Education appeared first on About BMO.

Education 52

Education 52

Reval

SEPTEMBER 25, 2024

LONDON – 26 September 2024: ION Commodities, a leading global provider of commodity. The post Elemental selects ION’s Aspect to power its metals, battery, and commodities trading business appeared first on ION.

59

59

Advertisement

Global business travel is surging, with companies spending as much as or more than they did before the pandemic. This trend is expected to continue, with more growth on the horizon. The types of travelers are also changing, with millennials and Gen Zers taking on the majority of the load. Business travel is evolving, and younger generations expect less hassle, even though there are more ways to book and pay for travel than ever before.

Accounting

The Charity CFO

SEPTEMBER 23, 2024

Your nonprofit organization relies on the knowledge and guidance of its leadership team to advance its mission. A strong leadership team makes it easy for your organization to reach its goals by effectively using resources and managing strategy. However, nonprofit leaders face unique challenges that their for-profit counterparts don’t, such as limited resources or reliance on volunteers.

Nonprofit 52

Nonprofit Leadership Communication CFO 52

CFO Dive

SEPTEMBER 23, 2024

Richard Barkham, CBRE’s global chief economist, is expecting “a meaningful uptick” in commercial real estate deals rather than an “explosion.

Investments 265

Investments 265

Nerd's Eye View

SEPTEMBER 25, 2024

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon.

Tax Planning 98

Tax Planning Budgeting Accounting Planning 98

CFO Talks

SEPTEMBER 25, 2024

Never Settle, Fostering a Culture of Continuous Learning in Finance In the ever-evolving landscape of finance, the role of the CFO has transformed dramatically. No longer confined to balancing books, today’s CFOs are at the forefront of shaping strategy, guiding decision-making, and steering their organisations through complex challenges. To maintain a competitive edge, it’s crucial to embed a culture of continuous learning within your finance team.

Finance 98

Finance CFO Budgeting Financial Systems 98

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Securities

Tips Watch

SEPTEMBER 25, 2024

For some investors, cashing in low-fixed-rate I Bonds makes sense, combined with the gift-box strategy to add to holdings in October. By David Enna, Tipswatch.

Finance 86

Finance Investments 86

CFO Dive

SEPTEMBER 26, 2024

Amid a high-profile backlash, many businesses are scrutinizing their policies. But the vast majority end up sticking with DEI, in part because it’s key to growth.

243

243

Nerd's Eye View

SEPTEMBER 23, 2024

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

Prioritization 98

Prioritization Auditing Planning Leverage 98

CFO Talks

SEPTEMBER 25, 2024

In this podcast, Dr. Daan Steenkamp, CEO of Codera Analytics, discusses the growing importance of intangible assets like data, software, and intellectual property in South Africa’s economy. While global economies have seen rapid growth in investments in these assets, South Africa lags behind, particularly in data and intellectual property investments.

Economics 98

Economics Investments Leverage Accounting 98

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Leadership

CFO News

SEPTEMBER 25, 2024

Kaur is a strong contender for the chief financial officer role that became available after Georges Elhedery assumed the position of CEO at Europe's largest lender on September 2

CFO 81

CFO 81

CFO Dive

SEPTEMBER 24, 2024

Grammarly doesn't have any “immediate plans” for an IPO, but needs leaders who can “scale an already sizeable, high-growth company," a spokesperson said.

CFO 233

CFO Planning 233

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten busier than ever at work and at home) to the extent that they're more willing to work with someone to navigate those financial challenges; while al

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) Economics Accounting Investments 86

Barry Ritholtz

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. We discuss how she came up with the idea of a “ Vibecession ” and how it became a popular New York Times guest essay.

Healthcare 70

Healthcare Numbers Marketing 70

Advertisement

By ditching paper and manual checklists, UNIFY embraced ART’s cloud-based solution for seamless automation. The robust dashboards, exception reports, and completion date reports allowed the team to easily track progress and resolve bottlenecks. ART’s flexible access for auditors ensured tight deadlines were met effortlessly. With competitive pricing and a rapid setup, ART cut costs and minimized disruptions, enabling UNIFY’s team to concentrate on high-impact tasks.

Concentration

CFO News

SEPTEMBER 25, 2024

The Production Linked Incentive (PLI) Scheme has transformed India’s manufacturing sector, elevating output to ₹10.90 lakh crore, creating over 8,50,000 jobs, and significantly increasing exports and foreign investment, says the Ministry of Commerce & Industry.

Manufacturing 81

Manufacturing Investments 81

CFO Dive

SEPTEMBER 27, 2024

Despite the emerging recovery, several headwinds to IPOs persist, including conflicts abroad and the hard-to-predict outcome of the Nov. 5 election, EY said.

238

238

Bramasol

SEPTEMBER 27, 2024

Life sciences includes a broad range of scientific fields that study living organisms and their interactions with the environment. Some of the key areas within life sciences include: Biology: The study of life and living organisms, including their structure, function, growth, evolution, and behavior. Biotechnology: The use of biological systems, organisms, or derivatives to develop or create products, often focusing on medical or agricultural applications.

SAP 65

SAP Healthcare Compliance Pharmaceutical 65

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. But how do you know when it’s the right time to use them, and what should they include? We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

In this webinar, Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms, will dive into the 7 must-have criteria for evaluating payments partners, helping you maximize both efficiency and the long-term value of your investment. From assessing technology capabilities to leveraging business development opportunities, this session will give you a clear, actionable strategy to select the right partner for scaling your business.

Compliance