CFA Institute

AUGUST 17, 2021

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

Investments 108

Investments Communication Leadership Economics 108

Corporate Finance

AUGUST 18, 2021

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.

100

100

Anaplan

AUGUST 18, 2021

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

Planning 98

Planning Marketing Finance 98

Planful

AUGUST 20, 2021

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 […].

Budgeting 76

Budgeting Accounting Planning 76

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

CFA Institute

AUGUST 17, 2021

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

Benchmarking 79

Benchmarking Performance Measuring Investments 79

Bank of the West

AUGUST 17, 2021

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

Healthcare 52

Healthcare Leadership Banking Treasury 52

Future CFO

AUGUST 17, 2021

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.

Leadership 52

Leadership Marketing Technology 52

CFA Institute

AUGUST 16, 2021

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

Economics 78

Economics 78

Treasury Talent

AUGUST 16, 2021

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. 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. .

Treasury 52

Treasury Technology 52

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!

Bank of the West

AUGUST 17, 2021

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.

Leadership 52

Leadership Finance Banking Sales 52

Future CFO

AUGUST 15, 2021

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.

Risk Management 52

Risk Management Auditing Banking 52

The SaaS CFO

AUGUST 15, 2021

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.

Valuation 52

Valuation CFO 52

Planful

AUGUST 20, 2021

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.”.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 40

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

Essentials of Corporate Finance

AUGUST 18, 2021

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.

40

40

Future CFO

AUGUST 19, 2021

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,

Accounts Payable 40

Accounts Payable Treasury Risk Management Reconciliations 40

Future CFO

AUGUST 18, 2021

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

CFO 40

CFO Treasury Compliance Finance 40

Future CFO

AUGUST 16, 2021

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.

Restructuring 40

Restructuring Risk Management Communication Investments 40

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

AUGUST 15, 2021

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.

IFRS 40

IFRS Financial Reporting Accounting Finance 40