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 90

Investments Treasury Banking 90

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 94

Finance Compliance CFO Technology 94

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 104

Valuation Concentration Leverage Investments 104

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 264

Risk Management Marketing 264

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.

CFO

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.

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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 Accounting 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.

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64

Advertiser: Paycor

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!

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 316

Investments 316

Barry Ritholtz

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The book is being published ~March 18, 2025, and is available for pre-ording today.

Entertainment 133

Entertainment Communication Numbers Investments 133

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) 98

Mergers and Acquisitions (M&A) Economics Accounting Investments 98

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

Investments

Global Finance

SEPTEMBER 25, 2024

Susanne Prager, head of cash management at Raiffeisen Bank International (RBI), discusses the challenges affecting global banking services and the need for the latest tech tools to help companies succeed in CEE and around the world. Global Finance: What are the overall trends impacting international banking transactions? Susanne Prager: With the inclusion of new markets in the EU, businesses demand faster, more transparent, and compliant cross-border transactions.

Banking 98

Banking Cash Management Compliance Currencies 98

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.

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312

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 117

Healthcare Numbers Marketing 117

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

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.

Accounting

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side. Finance leaders are already aware of such shifts , and it has been a part of the CFO agenda for quite some time now.

Investments 97

Investments CFO Leadership Leverage 97

CFO Dive

SEPTEMBER 24, 2024

IT and business professionals fear the technology's adoption can lead to data leakage, according to a Deloitte report.

Technology 305

Technology 305

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 96

Finance CFO Budgeting Financial Systems 96

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

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.

Accounting

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 94

Finance Investments 94

CFO Dive

SEPTEMBER 27, 2024

Costco lowered prices on a number of its store brand items as high food prices have become a hot button issue in the presidential election.

CFO 298

CFO Numbers 298

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 83

SAP Healthcare Compliance Pharmaceutical 83

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

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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.

Reconciliations