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 319

Finance 319

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 249

Sales Technology Retail 249

Global Finance

NOVEMBER 5, 2024

Global Finance spoke with Yousef Khalawi, secretary general of the AlBaraka Forum for Islamic Economy, about the role of Islamic finance and economics as a holistic and sustainable framework for all economies. Global Finance: Against a backdrop of rising debt, geopolitical and economic instability, how is the role of Islamic finance evolving to address emerging global challenges?

Finance 116

Finance Communication Economics Investments 116

CFO Selections

NOVEMBER 20, 2024

There is no one better positioned to create sustainable financial success inside a business than the CFO. A CFO takes their financial expertise and channels it into a strategic leadership role to create financial success for the company and its stakeholders. As such, their responsibilities include: budgeting and forecasting, managing mergers or acquisitions, and handling compliance issues.

CFO 98

CFO Tax Planning Leadership Budgeting 98

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

The SaaS CFO

NOVEMBER 15, 2024

SaaS operators must understand the balance between sales and marketing spend and the acquisition of net new revenue. Enter the SaaS Magic Number. Here are my thoughts on how to use the Magic Number in 2025. Overinvest in sales and marketing relative to your new SaaS ARR bookings and will you not the see the […] The post How to Calculate the SaaS Magic Number appeared first on The SaaS CFO.

Numbers 106

Numbers CFO Sales Marketing 106

CFO Dive

NOVEMBER 13, 2024

Traders in interest rate futures bet that the Fed will take the inflation news in stride, raising the odds that it will trim borrowing costs by a quarter point next month.

287

287

Navigator SAP

NOVEMBER 8, 2024

There was a moment, between 2018 and 2021, when it seemed like the future of business was largely direct-to-consumer sales (DTC). Eyeglasses firm Warby Parker was crushing it, selling more than 100,000 pairs of eyeglasses in its first year. Peloton was taking the world by storm with its direct-to-consumer exercise equipment. Businesses were cropping up right and left with DTC business models, and investors were lavishing tech valuations on these companies.

Valuation 216

Valuation Sales Marketing Retail 216

Tips Watch

NOVEMBER 15, 2024

Part B costs, deductibles and IRMAA surcharges will increase about 5.9% next year. By David Enna, Tipswatch.com Just a month ago, Social Security beneficiaries learned their benefits would rise by 2.5% starting in 2025, the lowest increase in four years.

Securities 102

Securities 102

Global Finance

NOVEMBER 7, 2024

This “Great Wealth Transfer” will impact millions of people around the world and could potentially open up exciting opportunities to reshape our financial systems and redistribute wealth to support both people and our planet. More immediately, however, this unprecedented transfer of wealth represents a major challenge for banks, particularly those who provide services to high-net-worth individuals.

Banking 105

Banking Communication Investments Education 105

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

Nerd's Eye View

NOVEMBER 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked at what “high performing” firms are doing differently than their peers, finding that these firms have a higher close rat

Benchmarking 96

Benchmarking Tax Planning Investments Planning 96

CFO Talks

NOVEMBER 14, 2024

Fostering Strong Relationships for Organisational Growth Every CFO knows that balancing financial targets with operational efficiency is challenging enough—but in today’s world, there’s another crucial factor: relationships. As organisations aim for growth, the strength of their internal and external relationships often determines how resilient and adaptable they can be.

CFO 94

CFO Communication Construction Finance 94

CFO Dive

NOVEMBER 4, 2024

Compliance with the standards update “isn’t going to be cheap” for many firms, but the FASB has taken steps to reduce the cost to preparers, board member Fred Cannon said.

Compliance 295

Compliance 295

Navigator SAP

NOVEMBER 15, 2024

What is a Fit-to-Standard Solution? Fit-to-standard sounds complicated, but really it is a simple idea: Instead of using custom systems and processes, make them conform to the industry standard that everyone is using. A fit-to-standard solution is one that solves the problem in a standard way. One example of a fit-to-standard solution is Apple’s address book.

Invoicing 166

Invoicing Planning SAP 166

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Focus CFO

NOVEMBER 7, 2024

We are saddened by the passing of our friend and colleague Richard LaValla. Richard was a brilliant fractional CFO, whose financial acumen was matched by his kindness and authenticity as a human being. Richard's impact was deeply felt by those who worked alongside him, both as colleagues and clients, as evidenced by the heartfelt tributes below.

CFO 98

CFO 98

Global Finance

NOVEMBER 4, 2024

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

Finance 105

Finance Benchmarking Prioritization Sales 105

Tips Watch

NOVEMBER 13, 2024

By David Enna, Tipswatch.com It’s good news when a monthly U.S. inflation report matches expectations. And October delivered, even though annual all-items inflation ticked higher and core remained too strong for comfort. The U.S.

Investments 90

Investments Finance 90

CFO Talks

NOVEMBER 7, 2024

The Power of Listening in Effective Negotiation When it comes to negotiation, people often think of strong arguments, clear facts, and the best pitch. But here’s the twist—real negotiation power often lies in something much quieter: listening. Listening is more than a soft skill; it’s a secret weapon. In a role filled with financial data, strategic meetings, and high-stakes decisions, active listening can drive better outcomes and turn tough conversations into collaborative wins.

CFO 97

CFO Budgeting Financial Data Numbers 97

Advertisement

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Reconciliations

CFO Dive

NOVEMBER 6, 2024

Automation can help stressed CFOs curb employee burnout and improve efficiency, but they need to approach its implementation strategically, Yooz CFO John Gronen said.

Economics 294

Economics CFO 294

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest.

Marketing 91

Marketing Communication Planning Practice Management 91

Bramasol

NOVEMBER 11, 2024

The digital transformation journey, especially within the software and SaaS sectors, has seen a significant shift toward cloud-based ERP systems. This trend is driven by various factors, including the need for greater agility, scalability, and efficiency in operations. More large and mid-sized SaaS companies are moving away from traditional on-premise ERP systems or low-end cloud ERPs to comprehensive cloud-based ERP solutions.

SAP 90

SAP Compliance Leverage Invoicing 90

Barry Ritholtz

NOVEMBER 18, 2024

Well, that was a lot more fun than I expected! I submitted the final manuscript for my new book, How Not to Invest , last week. The final edit will involve some back-and-forth, but the writing is finished. I recall “ Bailout Nation ” as more of a slog, in part because so much of it happened in real-time. I constantly rewrote entire chapters as various companies blew up.

Investments 80

Investments Finance 80

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

Tips Watch

NOVEMBER 10, 2024

By David Enna, Tipswatch.com Because of a remarkable confluence of events, including last week’s presidential election result, real and nominal yields for U.S. Treasurys have been rising dramatically, up 40 to 50 basis points since October 1.

Treasury 81

Treasury Investments 81

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 98

Prioritization CFO Leadership Communication 98

CFO Dive

NOVEMBER 5, 2024

The global grain trader’s accounting practices and internal controls have been under scrutiny since January when it revealed an internal probe was underway.

Accounting 300

Accounting 300

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it. With revenue rooted in more predictable, recurring income, many advisors were able to step off the relentless 'treadmill' of constant sales, allowing them to invest in growth by hiring staff and delegating tasks.

Communication 89

Communication Leverage Sales Investments 89

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