Musings on Markets

OCTOBER 28, 2024

It is a sign of the times that I spent some time thinking about whether the title of my post would offend some people, as sexist or worse. I briefly considering expanding the title to "Sugar Daddies and Molasses Mommies", but that just sounds awkward, or even replacing the words with something gender neutral, like "Glucose Guardians", but very quickly passed on the idea, deciding to stay with my initial title.

Investments 65

Investments Profit and Loss Benchmarking Accounting 65

CFO Dive

OCTOBER 29, 2024

In June the FASB voted 7-0 for the more targeted update, even as some expressed concerns about not going far enough to modernize GAAP rules.

GAAP 273

GAAP Accounting 273

Capital CFO LLC

OCTOBER 30, 2024

Picture this: Sarah’s startup was gaining traction but struggling to manage growth and needed to find an outsourced solution for business growth. This is not an isolated case. Many startups and growing businesses face a similar dilemma. With numerous facets to juggle, from financial planning to human resources, businesses often find themselves stretched thin, unable […] The post Outsourced Solution for Business Growth: Your Key to Success appeared first on Capital CFO+.

Startups 52

Startups CFO Planning Finance 52

CFO News

OCTOBER 28, 2024

In this insightful piece, finance expert Robin Banerjee discusses tensions between the NFRA (National Financial Regulatory Authority) and ICAI (Institute of Chartered Accountants of India), highlighting their impact on financial transparency and corporate governance in India's growing economy.

Finance 85

Finance Accounting 85

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

Sales

Global Finance

OCTOBER 29, 2024

Japan, South Korea, and Taiwan are intensifying efforts to attract foreign workers amid labor shortages and aging populations. Each country has adopted distinct strategies to address these challenges, with varying degrees of success. Japan has had restrictive policies on low-skilled foreign labor. However, recent changes signal a shift toward greater openness.

Manufacturing 105

Manufacturing Finance Retail Numbers 105

Nerd's Eye View

OCTOBER 30, 2024

As fiduciaries, financial advisors are required to disclose any conflicts of interest that exist between themselves and their current and potential clients. The conflicts themselves can range from compensation models that impact how much money an advisor might earn as the result of a recommendation (such as specific product recommendations for advisors compensated on commission and 401(k) plan rollover recommendations for AUM-based advisors) to less direct conflicts such as 'soft dollar' benefit

Advertising 84

Advertising Marketing Numbers Planning 84

Barry Ritholtz

OCTOBER 28, 2024

My back-to-work morning train WFH reads: • The True Tax Benefit of IRAs and 401(k)s : How they stack up against taxable accounts. ( Morningstar ) • Once You Try a Four-Day Workweek, It’s Hard to Go Back : A six-month trial in Germany showed many promising signs. But there were disappointments, too. ( Businessweek ) • America’s Newest Hit Candy Is Gummy, Crunchy and Printing Money : Nerds Gummy Clusters are everywhere this Halloween.

Accounting 57

Accounting Securities Marketing 57

E78 Partners

OCTOBER 28, 2024

Exploring the benefits of partnering with a private equity consultant can provide businesses with critical insights that drive strategic decision-making and operational efficiency. Private equity consultants offer expertise in optimizing portfolio companies, enhancing financial performance, and identifying new growth opportunities. By leveraging the insights of these experienced specialists, businesses can better navigate complex market conditions and maximize value creation.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Leadership 52

Global Finance

OCTOBER 30, 2024

Oil-dependent Baku seemed like an odd choice to host COP29. But the economy is betting heavily on developing a renewables sector. Ilham Aliyev, the 62-year-old president of Azerbaijan, should be feeling pretty content. Being chosen to head the COP29 Summit in Baku, attended by over 190 countries, is a big honor. It is also controversial; Azerbaijan is the second petrostate in a row to host COP following Dubai in the United Arab Emirates last year, and the summit president will be Aliyev’s natura

Investments 96

Investments Transportation Finance Economics 96

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.

Marketing

CFO Dive

NOVEMBER 1, 2024

Generative AI is saving finance teams a lot of man hours as they ditch manual processes, but translating that into dollar-based ROI terms is tricky, panelists said.

Finance 251

Finance 251

Navigator SAP

NOVEMBER 1, 2024

You’re living in a multi-channel world. You probably know about the omnichannel approach to sales. But are you up to speed on the channel-less selling methodology? At first, there was one real channel: the brick-and-mortar storefront. But as technology has changed, sales have become multi-channel. How businesses approach this multi-channel sales environment matters both for competitiveness and customer experience.

Sales 234

Sales Technology Retail 234

Future CFO

OCTOBER 31, 2024

Broadridge Financial Solutions, Inc. launched a new digital asset information platform to help financial intermediaries comply with regulatory guidelines. According to a press release, the The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets, helping broker-dealers, exchanges, and wallet providers provide their clients and participants with useful on-chain and off-chain information about digital assets, including cryptocurrencies, stable coins, and

Investments 96

Investments Technology Compliance 96

Global Finance

OCTOBER 31, 2024

Boeing faces labor strikes, production issues, and regulatory scrutiny. To offset financial ruin, the company is selling $15 billion of common stock and mandatory convertible bonds. The sale is part of an ongoing initiative to stabilize finances and protect Boeing’s investment-grade credit rating while minimizing shareholder dilution. The financing structure lets the company count bonds as equity, hopefully eschewing concerns about its debt load, a critical factor in maintaining its credit ratin

Finance 111

Finance Investments Sales Marketing 111

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With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.

Financial Reporting

CFO Dive

OCTOBER 28, 2024

How do growing organizations compensate talent located across countries and continents fairly and consistently? The answer: a global compensation strategy.

Finance 273

Finance 273

CFO Talks

NOVEMBER 1, 2024

Members’ Profile: Charles Humphreys Mbale In this edition of CFO Club Africa’s Members Spotlight, we’re introducing Charles Humphreys Mbale, Director at Sedumame & Associates Pty Ltd and BRICS Energy Africa. With a career spanning finance roles in notable organizations like the Graça Machel Trust and the UK Department for International Development, Charles has built a reputation for his dedication to impactful work and financial expertise.

Prioritization 90

Prioritization CFO Leadership Communication 90

Tips Watch

OCTOBER 28, 2024

By David Enna, Tipswatch.com By Thursday (or possibly Friday) we are going to get a lot of new information about U.S.

Treasury 107

Treasury Finance Investments 107

Global Finance

OCTOBER 31, 2024

The GCC’s Shariah-compliant institutions are growing their assets and expanding their reach, thanks to new strategic partnerships and greater tech investment. Islamic banks based in the Gulf Cooperation Council (GCC) countries continue to expand their reach, taking on Shariah-compliant transactions in new industries and establishing new strategic partnerships.

Banking 105

Banking Finance Forecasting Leverage 105

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

Communication

CFO Dive

NOVEMBER 1, 2024

Although only 6% of the private sector workforce is unionized, organized labor in recent years has won high-profile disputes and scored limited but clear gains.

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CFO Talks

OCTOBER 31, 2024

How to Keep Cash Flow Strong by Managing Customer Credit Risk Imagine your business is buzzing, sales are growing, and orders are coming in strong. Yet, when you look at the cash flow, something’s off – money isn’t lining up with the sales you’re making. This disconnect often comes down to one critical issue: customer credit risk. For CFOs, understanding and managing this risk isn’t just about avoiding losses; it’s about keeping your business financially stable, especially in times when cash

Credit Risk 82

Credit Risk Invoicing CFO Sales 82

Tips Watch

OCTOBER 31, 2024

This is a breaking news article and will be updating through the morning. By David Enna, Tipswatch.com The U.S. Treasury just announced a 1.

Treasury 88

Treasury 88

Global Finance

OCTOBER 31, 2024

This year’s country winners successfully navigated a period of high interest rates and high inflation. Now they must adjust as central banks turn the tables. The common thread running through this year’s country winners is the resilience they demonstrated during a period of higher interest rates linked to central bank efforts to tame rising inflation.

Banking 98

Banking Economics Finance Currencies 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 Dive

OCTOBER 30, 2024

CFOs that want a successful AI strategy need to be sure they’re “skating to the puck,” EY’s Deidre Ryan said.

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Barry Ritholtz

NOVEMBER 1, 2024

This week, we speak with Annie Lamont, Co-Founder and Managing Partner of Oak HC/FT. Prior to founding Oak HC/FT in 2014, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Annie has been named to Forbes’ Midas List as well as Fortune’s Top 20 Private Equity Power Players and Modern Healthcare’s 100 Most Influential People.

Healthcare 70

Healthcare Investments 70

Nerd's Eye View

OCTOBER 31, 2024

For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.

Communication 71

Communication Securities 71

Global Finance

OCTOBER 29, 2024

Nigeria’s central bank will automate foreign exchange (FX) trading starting in December, replacing the decade-old over-the-counter system to enhance transparency and liquidity in its currency markets. The move comes as part of the Central Bank of Nigeria’s (CBN) broader efforts to address inefficiencies in the FX market, which has long been plagued by illiquidity, opacity, and multiple exchange rates.

Foreign Exchange 97

Foreign Exchange Currencies Economics Banking 97

Speaker: Michael Mansard and Katherine Shealy

Generative AI is no longer just an exciting technological advancement––it’s a seismic shift in the SaaS landscape. Companies today are grappling with how to not only integrate AI into their products but how to do so in a way that makes financial sense. With the cost of developing AI capabilities growing, finding a flexible monetization strategy has become mission critical.

Technology