Future CFO

NOVEMBER 19, 2024

While the number of IPOs remains healthy, Deloitte says the total capital raised has been the lowest in nine years, with a decline from the US$5.8 It leads the region in all three key metrics: number of IPOs, total amount IPO funds raised, and IPO market capitalisation. For the first 10.5 billion raised across 163 IPOs in 2023.

Marketing 98

Marketing Healthcare Currencies Numbers 98

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 98

Tax Planning Securities Planning Accounting 98

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 98

Tax Planning Securities Planning Accounting 98

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Valuation 98

Valuation Tax Planning Planning Securities 98

Nerd's Eye View

DECEMBER 20, 2024

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

Benchmarking 98

Benchmarking Education Investments Planning 98

Nerd's Eye View

FEBRUARY 7, 2025

During his nearly two-decade tenure, Keller oversaw a near-doubling of the number of CFP professionals, the establishment of a new 501(c)(6) professional organization to promote the benefits of financial advice and planning careers, and updates to the CFP Board's investigation and disciplinary processes, among many other changes.

Auditing 96

Auditing Leadership Planning Numbers 96

CFO News Room

NOVEMBER 3, 2022

But securing this “soft landing” will require patience. In short, the “soft landing,” wherein inflation normalizes without sabotaging today’s strong labor market, is still possible and the Fed should try hard to secure it. . could be sustained for a number of years. . Below, we expand on these points. .

Securities 130

Securities Economics Marketing Numbers 130

CFO Talks

NOVEMBER 25, 2024

Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Compliance 52

Compliance Practice Management Valuation Securities 52

Nerd's Eye View

JANUARY 17, 2025

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

Cash Management 98

Cash Management Planning Securities Numbers 98

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. The approver receives an email alert and can connect to the secure payment tool. Virtuous bank connectivity.

Banking 147

Banking Reconciliations Treasury Securities 147

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 90

Leverage Planning Securities Numbers 90

CFO News Room

MAY 26, 2022

Authorized shares are the maximum number of shares a company is allowed to issue to investors, as laid out in its articles of incorporation. Outstanding shares are the actual shares issued or sold to investors from the available number of authorized shares. The number of shares actually available to trade is known as float.

Numbers 130

Numbers Compliance Planning Securities 130

Global Finance

NOVEMBER 12, 2024

Khalil AlQattan, General Manager of Digital Transformation & Innovation KAQ: The bank has greatly expanded its digital footprint, starting with a revamp of our mobile app that offers a more intuitive interface, advanced security features, and new services.

Banking 52

Banking Compliance Finance Securities 52

CFO Plans

FEBRUARY 23, 2025

In the whirlwind world of startups and businesses on the hunt for investment, financial reporting is much more than a collection of numbers; its the story of your businesss vitality, potential, and vision. Explore more strategies to enhance your financial reporting and secure the investment your business deserves.

Financial Reporting 52

Financial Reporting Financial Data Financial Analysis Startups 52

Global Finance

DECEMBER 5, 2024

This was partly due to a continuing rise in secured loans, particularly in Brazil. Moreover, the the fintech’s activation rate, which measures the number of clients using the bank over the last month, improved to 83.6%, marking the twelfth consecutive quarter of positive change.

Banking 59

Banking Leverage Finance Securities 59

Navigator SAP

JULY 15, 2022

And securing these endpoint devices is a must. TCO: Don't Neglect Overall Costs ERP buyers often calculate costs simply by finding out the subscription price for a set number of users. IoT support. The Internet of Things (IoT) helps improve asset management, increases efficiency, and offers real-time business insights. Typically:

Budgeting 209

Budgeting Leadership Communication Leverage 209

The Finance Weekly

FEBRUARY 23, 2025

Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval. Turn Data into Decisions, Not Just Numbers Financial planning is more than crunching numbersits about making smart moves. Too many businesses drown in data but struggle to find real insights.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Future CFO

FEBRUARY 9, 2025

The Cyber Security Agency of Singapore has issued stark warnings about the rising threat of cyberattacks, and the Personal Data Protection Act (PDPA) sets stringent standards for data protection. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. it exposes you.

Investments 52

Investments Profit and Loss Securities Risk Management 52

Musings on Markets

DECEMBER 11, 2024

The second is valuation , a class about how to value or price almost anything, with a tool set for those who need to put numbers on assets. You may start with the intent of taking a course, but you may not be able to finish for any number of reasons, and if that happens, I completely understand.

Valuation 120

Valuation Corporate Finance Finance Investments 120

CFO News Room

FEBRUARY 4, 2022

In less than 50 years, and amid fluctuations, that number had been paid down to less than $40,000 (roughly $1.25 That matters, because rising rates will increase the debt service (interest payments the US government must pay on the outstanding Treasury securities). in 2022) in debt incurred to fight the War of Independence.

Economics 130

Economics Benchmarking Treasury Budgeting 130

CFO Share

JANUARY 2, 2025

Despite securing over $100 million in venture capital and employing over 600 individuals, Bench abruptly and inexplicably ceased operations on December 27, 2024, leaving thousands of small business clients scrambling for alternatives. That’s when startups struggle to secure the next round of funding. Here’s how it happens.

Startups 52

Startups Accounting Prioritization Securities 52

PYMNTS

JANUARY 8, 2021

The FinTech group is reportedly mulling setting aside a significant number of shares for users if it goes public, but it has yet to make any final decisions, according to Bloomberg, who cited unnamed sources. Robinhood is considering selling shares directly to its users if it opts to hold an initial public offering (IPO).

Compliance 145

Compliance Communication Retail Startups 145

Global Finance

DECEMBER 5, 2024

Research firm Gartner expects corporate spending on information security worldwide to reach $212 billion in 2025. By the third quarter, the average number of cyberattacks per organization each week was 1,876. The initial number of victims seemed to be roughly 1.3 Thats a solid 15% jump from 2024s estimated $183.9

CFO 52

CFO Budgeting Technology Accounting 52

CFO News Room

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Practice Management 130

Practice Management Auditing Planning Investments 130

CFO Thought Leader

DECEMBER 10, 2024

But numbers alone dont drive results. He understands the pain and challenges of IT and security professionals who deal with exponential growth in machine datadata that expands at a 28% CAGR while budgets remain flat. Johnson emphasizes building strong teams and fostering a learning culture. Clint Sharp, our CEO, was a practitioner.

CFO 52

CFO Leadership Prioritization Auditing 52

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. GF : Is there any concern about moving to the cloud, from a security point of view?

CFO 52

CFO Finance Healthcare Investments 52

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch.

Finance 91

Finance Problem Solving Communication Technology 91

CFO News Room

JANUARY 19, 2023

But questions remain about how secure and reliable it is when compared to traditional brokerages. These protections help safeguard investors’ funds and securities in the event of a brokerage firm’s failure or other financial losses. SIPC stands for the Securities Investor Protection Corporation. Is Robinhood Safe to Use?

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

Future CFO

JANUARY 13, 2025

This means that while AI can significantly enhance security measures, it also amplifies the threats that CFOs must manage. Golechha stresses the importance of creating a secure environment for utilising AI tools: "The most important thing is having a safe environment to use AI tools."

Risk Management 52

Risk Management CFO Leadership Finance 52

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. In 2021, there were a number of digital asset company IPOs, led by Coinbase , the largest listing (IPO, SPAC, or otherwise) of any digital asset company in history.

Concentration 130

Concentration Investments Securities Currencies 130

PYMNTS

OCTOBER 9, 2020

A government report found that airplanes have a number of digital technologies that might become susceptible to hackers and says American regulators have not put sufficient methods in place to contend with the risk, Bloomberg reported. The Government Accountability Office (GAO) noted in a report Friday (Oct.

Prioritization 139

Prioritization Entertainment Manufacturing Technology 139

CSC Advisors

DECEMBER 17, 2024

Securing funding to grow your business can be challenging, but Small Business Administration (SBA) loans are an excellent option for established businesses seeking favorable terms and support. Your industry determines the exact size standard based on revenue, the number of employees, or both. million to $38.5

Profit and Loss 52

Profit and Loss Benchmarking Startups Finance 52

CFO News Room

FEBRUARY 2, 2023

Investing in a guaranteed interest account is a great way to secure your money, as there is very little risk. Guaranteed returns are intended to give investors a sense of security and predictability regarding their investment. The income may be guaranteed for a certain number of years or life.

Accounting 130

Accounting Investments Treasury Securities 130

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. GF : Is there any concern about moving to the cloud, from a security point of view?

CFO 52

CFO Finance Healthcare Investments 52

PYMNTS

OCTOBER 7, 2020

SWIFT, based in Belgium, provides a network that enables financial institutions (FIs) to send and receive information about financial transactions in a secure, standardized and reliable environment. The subsidiary of Oracle Corp. is an IT solution provider to the financial services industry.

Currencies 145

Currencies Banking Accounting Securities 145