CFO Dive

FEBRUARY 10, 2022

Inefficient use of technology often takes root early. Knowing why employees avoid or under use new tools can help you leverage your spend.

Investments 362

Investments Leverage Technology 362

CFO Dive

JANUARY 16, 2024

The technology also triggered concerns including the potential for data privacy risks and negative workforce impacts such as job displacement.

Investments 317

Investments Technology 317

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 59

Technology Budgeting Forecasting Investments 59

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

Global Finance

OCTOBER 30, 2024

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63

Investments 59

Investments Entertainment Healthcare Manufacturing 59

Global Finance

DECEMBER 9, 2024

Qatars sovereign wealth fund, the Qatar Investment Authority (QIA), ranks as the worlds eighth-largest, with assets totaling approximately $525 billion, according to data from the Sovereign Wealth Fund Institute, a US-based research platform. Digital Banking Another technological overhaul is taking place in the financial sector.

Technology 52

Technology Startups Economics Leverage 52

Barry Ritholtz

JANUARY 8, 2025

This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz.

Technology 52

Technology Investments Currencies Securities 52

E78 Partners

JANUARY 29, 2025

Effectively managing technology expenses is more important than ever. This is where technology expense management automation comes into play. E78 explores how AI in technology expense management (TEM) is transforming the landscape of expense management, providing businesses with enhanced visibility, automation, and financial control.

Technology 52

Technology Leverage Compliance Investments 52

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115

Banking Education Analyzing Data Economics 115

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). Brett Knowles: Identifies a “crawl, walk, run” approach to technology adoption and its impact on FP&A as a strategic partner.

Technology 52

Technology CFO Leverage Finance 52

Future CFO

NOVEMBER 26, 2024

The future of technology emerged as the top risk of concern of today and tomorrow for organisations in the Asia-Pacific region, according to a recent survey by advisory, broking, and solutions company WTW. This finding came even considering the role of artificial intelligence (AI) and technology in driving change in the next 10 years.

Technology 52

Technology Finance Investments Planning 52

CFO Dive

JULY 16, 2024

While AI investments are surging, many companies are failing to invest in infrastructure necessary to optimize the technology, the research found.

Budgeting 297

Budgeting Investments Technology 297

Accountancy Today

MARCH 26, 2025

James Cowper Kreston Corporate Finance team has provided financial and tax due diligence and tax structuring advice to Queens Park Equity on its investment in Wordwall, an educational technology platform. The platform also offers access to approximately 88 million resources created by a global community of teachers.

Investments 52

Investments Corporate Finance Education Finance 52

E78 Partners

NOVEMBER 15, 2024

One key area of focus is the exploration of operational efficiency, which is crucial for maximizing the potential of private equity investments. This strategic emphasis allows us to make informed investment decisions and drive meaningful change for our client organizations.

Investments 52

Investments Prioritization Strategic Planning Leverage 52

CFO Dive

MARCH 2, 2023

Only 34% of large companies showed signs of being strategic about their technology investments in financial disclosures, according to a recent report from Deloitte.

Investments 339

Investments Technology 339

Global Finance

MARCH 5, 2025

As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. And 75% of that amount in Brazil is indeed invested in the energy and oil sectors.

Pharmaceutical 115

Pharmaceutical Investments Concentration Economics 115

Global Finance

OCTOBER 22, 2024

Treasuries’ top challenge is securing financial investments focused on environmental, social and governance (ESG) concerns. I think we pick up a sense that treasurers are feeling under some pressure to evolve how they run operations in the context of this new technology-driven, digital world,” Cox suggests.

Treasury 105

Treasury Technology Banking Benchmarking 105

CFO Dive

AUGUST 6, 2024

Companies that invest in the pricey technology may need to wait two to three years on average to see a return on investment, market analyst Ash Sharma said.

Investments 278

Investments Technology Marketing 278

Global Finance

JUNE 11, 2024

Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient. Overall, there is enormous potential with technology and how creatively we deploy efforts in a targeted manner. Has the investment ratio between keeping the lights on and innovation changed?

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Future CFO

MARCH 26, 2025

He enumerates five defining ESG trends are reshaping the business and investment environment in the archipelago: 1. Emerging technologies are stepping in. Circular economy models, renewable energy projects, and clean-tech investments are now eligible for meaningful fiscal benefits.

Investments 52

Investments Compliance Construction Finance 52

CFO Dive

APRIL 26, 2024

The federal government has stepped up investment in quantum technologies, more than doubling research and development spending since 2019.

Investments 286

Investments Technology 286

CFO Dive

MAY 29, 2024

The agreement represents the latest step by the Big Four firm to further develop GenAI following its pledge to invest $1 billion into the technology over a three-year period.

Investments 286

Investments Technology 286

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Leverage 98

CFO Dive

JUNE 13, 2022

To navigate a “constantly changing” macro-economic environment, State Street is focusing on reducing its day to day technology spend in favor of more strategic operational investments in AI, automation and like technologies, according to its CIO and CFO.

CFO 292

CFO Banking Economics Investments 292

CFO Dive

JANUARY 14, 2025

Only 2% of C-suite leaders plan to invest $250 million or more in the technology this year, KPMG found.

Investments 275

Investments Planning Technology 275

CFO Plans

MARCH 2, 2025

By implementing flexible financial management practices, they maintained liquidity and invested in innovation, positioning themselves ahead of competitors when the market rebounded. The post Navigating the Whirlwind of Change in Technology appeared first on CFO PLANS | Blog.

Technology 52

Technology Budgeting Startups CFO 52

Global Finance

OCTOBER 30, 2024

The QIA (Qatar Investment Authority) is the wealth manager of the State of Qatar. QIA invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. billion ($2.63 billion ($2.63

Investments 98

Investments Entertainment Healthcare Manufacturing 98

CFO Dive

MAY 9, 2024

The new CFO said the company remains “relentlessly” focused on investing in new technologies and cultivating its partnership with Uber.

CFO 267

CFO Finance Investments Technology 267

CFO Thought Leader

FEBRUARY 13, 2025

Inside The Mentoring Round, CFO Ashim Gupta of UiPath reveals how he balances R&D investments with strict operational discipline. Reflecting on UiPaths rapid rise from its Romanian origins to global acclaim, Ashim explains that while R&D drives innovation, operational costs must be tightly managed.

CFO 52

CFO Investments Finance Technology 52

CFO News

MARCH 4, 2025

The insurer has achieved a ninefold increase in policy issuance while reducing headcount by 20 per cent, through technology investments. ICICI Lombard is targeting 18- 20 per cent ROE over the long term, witnessing a growth of 1 per cent on combined every year.

IFRS 45

IFRS CFO Investments Risk Management 45

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Technology Communication 91

CFO Dive

MAY 15, 2023

In a survey commissioned by software provider OneStream, budget constraints surpassed employee skill gaps and return on investment issues as obstacles to new technology investments.

Finance 258

Finance Budgeting Investments Technology 258

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.

Investments 97

Investments CFO Leverage Leadership 97