Sat.Aug 14, 2021 - Fri.Aug 20, 2021

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Eric Sim, CFA: The Diversified Career Portfolio

CFA Institute

Diversification is just as critical to career portfolios as it is to investment portfolios.

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SEC Backs Nasdaq's Diversity Requirement

Corporate Finance

Back in December, the Nasdaq approved a diversity requirement for the boards of companies listed on that exchange. Every company must have at least one female board member and one from an underrepresented minority. If a company fails to do so, it must explain in writing why it does not. Now, the SEC has approved the new policy. The NYSE has an Advisory Board aimed at connecting diverse candidates with open board positions, although there is no specific diversity requirement.

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Anaplan recognized in the 2021 Gartner® Market Guide for Cloud, Extended Planning and Analysis Solutions

Anaplan

Gartner calls it xP&A. We’ve been calling it Connected Planning since 2017.

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4 Budgeting Process Roadblocks (and How to Overcome Them)

Planful

Budgeting. While the term may invoke headaches (especially when you’re working with spreadsheets), improving and optimizing the budgeting process is critical for organizations. “Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte, service area leader for accounting services at Warren Averett. “[A budget] is part of developing […].

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Benchmarking Has Become Circular

CFA Institute

Benchmarking a company against its peers tends to be the quickest path to mediocrity.

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Rethinking the Cost of Medical Waste

Bank of the West

Health systems throughout the country are seeking ways to more efficiently fulfill their mission while doing no harm—or, at least, less harm—to the environment. Innovative products and practices are emerging to help these healthcare providers reduce waste and save money. But there are often barriers to implementation. Learn how hospital CFOs, sustainability officers, and procurement staff are collaborating on solutions, from sourcing more sustainable supplies to uncovering the often-surprising f

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Four paths for a dynamic digital transformation

Future CFO

Leadership teams increasingly realise that speed alone is not enough to capture the full value of digital transformation for an organisation, said Bain & Company recently when releasing results of an annual survey of 1,200 international business leaders. . Rather, companies are now learning to prioritise scaling their best digital services to create lasting impact across their operations, Bain pointed out.

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Inflation Will Fall, But Not Far Enough

CFA Institute

We can expect the surge in US inflation to subside. But not enough to help ailing consumers.

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David Rowe – Treasurer at Stockland | Episode 194

Treasury Talent

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. An interesting conversation with Stockland’s Treasurer, David Rowe, on the podcast today. It’s actually David’s second time to come on the show and today he’s going to give us an update on what has happened over the last 3 years since we last spoke. David is also going to share how they are running treasury successfully during this pandemic. .

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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How CFOs Can Confront Climate Risk

Bank of the West

At the same time that CFOs, treasurers, and other financial decision-makers have been forced by the pandemic to expand their roles, the risks from global warming have also surged into view. These twin challenges have led many finance professionals to reconsider their strategic leadership responsibilities, collaborating more with IT, sales, legal, and other functions to guide their businesses.

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SaaS Valuation Tips for Founders

The SaaS CFO

SaaS valuations can be a tricky subject for founders. There’s a ton of info on the Internet, especially for public SaaS companies. Unfortunately, for private SaaS companies, there is only random valuation data and rules of thumb. There are no hard and fast rules that pinpoint the value of your private SaaS company. To help […]. The post SaaS Valuation Tips for Founders appeared first on The SaaS CFO.

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4 Budgeting Process Roadblocks (and How to Overcome Them)

Planful

Budgeting. While the term may invoke headaches (especially when you’re working with spreadsheets), improving and optimizing the budgeting process is critical for organizations. . “Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte , service area leader for accounting services at Warren Averett. “[A budget] is part of developing a business and its growth goals.”.

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C-Suite execs believe intelligent automation helps augment finance’s capabilities

Future CFO

Three quarters of C-suite executives believe that intelligent automation helped to augment their finance employees’ capabilities, according to results of a survey jointly done by the Institute of Singapore Chartered Accountants (ISCA) , AI Singapore and the National University of Singapore (NUS) Business School recently. The institutions said they surveyed 277 respondents comprising mainly C-suite executives and some finance professionals, adding that they also had in-depth interviews with CFOs,

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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SEC Backs Nasdaq's Diversity Requirement

Essentials of Corporate Finance

Back in December, the Nasdaq approved a diversity requirement for the boards of companies listed on that exchange. Every company must have at least one female board member and one from an underrepresented minority. If a company fails to do so, it must explain in writing why it does not. Now, the SEC has approved the new policy. The NYSE has an Advisory Board aimed at connecting diverse candidates with open board positions, although there is no specific diversity requirement.

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People moves: Hong Kong’s Sino-Ocean Service, Singapore’s Hiap Hoe

Future CFO

Hong Kong listed Sino-Ocean Service Holding Ltd. announced recently the appointment of Liu Xu as CFO. Liu, aged 36, joined Sino-Ocean Group in July 2009 and worked for financial and capital center of Sino-Ocean Group as an assistant to general manager of the department. He also served as the CFO of a joint venture company of Sino-Ocean Group, Shanghai Xinzheng Finance and Economy Information Consulting Co., Ltd. , assistant to general manager of asset management centre and deputy CFO of customer

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Talent management issues are top workforce risk for firms in Asia

Future CFO

Talent management issues including attraction, retention, and engagement have emerged as the top workforce risk and the most pertinent threat for employers in Asia , said Mercer Marsh Benefits recently when releasing its report “The Five Pillars of People Risk: Managing risks for workforce and business resilience” based on a survey of more than 1380 participants globally.

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The fundamentals of IFRS 2

Future CFO

Financial reporting specialist and lecturer Adam Deller explains the basic principles of IFRS 2, “Share-based Payment”, in this short video. The post The fundamentals of IFRS 2 appeared first on FutureCFO.

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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ESG regulatory requirements grow as source of risk, opportunity

Future CFO

Regulatory risk related to ESG disclosures has rapidly risen to the second overall position, said Gartner recently when releasing its Emerging Risks Monitor Report. . The report is based on results of a survey of 153 senior executives in the second quarter of 2021. “The survey data partly reflect a global inflection point as ESG disclosures move from voluntary to required,” said Matt Shinkman, vice president with the Gartner Risk and Audit Practice.