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? Mariana Oiticica : It is increasingly vital to their long-term strategic planning.
CFO Plans
DECEMBER 15, 2024
An IRS-controlled group refers to two or more businesses that are related through significant ownership and are treated as a single employer for certain tax and employee benefit purposes under U.S. tax law. These rules are designed to prevent companies from circumventing tax or benefit requirements by splitting into smaller entities. Controlled groups are defined under Internal Revenue Code Section 414(b) and (c) and typically affect employee benefit plans, retirement plan limits, and other tax
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The Charity CFO
DECEMBER 18, 2024
Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it’s crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. 1.
Future CFO
DECEMBER 17, 2024
The banking sector in Asia is renowned for its resilience and adaptability, and it must continue to innovate to thrive. As we approach 2025, several key trends are reshaping the financial landscape, particularly affecting the dynamics between CFOs and their banking partners. Key trends influencing CFOs in Asia Asian CFOs are increasingly focused on navigating a complex environment characterised by digital transformation, regulatory changesespecially regarding data privacy and protectionsustainab
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.
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CFO Dive
DECEMBER 17, 2024
Ned Segal is joining the public sector roughly two years after Elon Musk acquired Twitter, now known as X, and swiftly fired the finance chief.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Collectiv
DECEMBER 16, 2024
Fresh off the heels of Microsoft Ignite, were back with another episode of Fabric Threads! As 2024 winds down, Microsoft Fabric is closing the year with major announcements and features that set the stage for an exciting future. On this special episode of Fabric Threads, we share two amazing November Fabric updates alongside two of our favorite takeaways from Microsoft Ignitemost notably, the long-awaited write-back addition to Power BI and Fabric!
Nerd's Eye View
DECEMBER 16, 2024
When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.
Navigator SAP
DECEMBER 20, 2024
As a business grows, there comes a time when it must move from a collection of small business software solutions to an integrated, industrial-strength enterprise resource planning solution (ERP) built for added complexity and greater transaction volumes. However, ERP is complicated to set up and roll out since it touches all parts of a business and encompasses all of an organizations processes.
Tips Watch
DECEMBER 15, 2024
By David Enna, Tipswatch.com Just a week ago, I posted an article theorizing that real yields for Treasury Inflation-Protected Securities were beginning to crest, especially for shorter-term issues.
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!
CFO Dive
DECEMBER 18, 2024
Nearly half of finance leaders surveyed said they were looking to bring new personnel with AI expertise into their teams.
Barry Ritholtz
DECEMBER 18, 2024
@TBPInvictus here Our story so far : California has been raising its minimum wage for the past decade, starting at $8/hour through 2013. Many fast food workers (specifically) got bumped to $20/hour, from $16, in April (the law is very specific about who is eligible for the increase). Over that decade, with its minimum wage rising, California’s fast food industry has bested the rest of the US by leaps and bounds.
E78 Partners
DECEMBER 20, 2024
Cloud services are an indispensable part of the digital strategy for organizations that seek to innovate and scale. However, managing cloud costs effectively is a complex challenge that demands strategic focus. For technology leaders, particularly in private equity-backed companies, cloud spend management is a critical lever for driving profitability and value creation.
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. SBA loans are designed to empower businesses by offering lower interest rates, extended repayment terms, and access to larger capital sums than conventional loans.
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
CFO Dive
DECEMBER 20, 2024
CFOs need to gain a baseline understanding of how their companies are perceived externally — those that don’t are “flying blind,” McKinsey’s Andy West says.
Nerd's Eye View
DECEMBER 20, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan
Barry Ritholtz
DECEMBER 19, 2024
I have been playing a lot this year with ChatGBT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. And the Trader said, “Let there be Value,” and there was Value.
E78 Partners
DECEMBER 19, 2024
The alternative investment industry is facing rapid transformation. Fund managers contend with increasing regulatory requirements, mounting investor expectations, and the complexities of managing multi-asset class portfolios. At the same time, pressure to reduce operational costs and optimize efficiency continues to intensify, particularly for mid-sized and emerging fund managers.
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.
CFO Dive
DECEMBER 18, 2024
The CFO of the world’s “largest start-up” will join Vercel’s board as the company looks to use $250 million in fresh funding to build out generative AI-enabled tools.
Lime Light
DECEMBER 20, 2024
It is a traditional practice for companies to project estimates and expectations for a new fiscal year. To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. This tool aids businesses in projecting future income and costs, guaranteeing efficient use of resources and strategic decision-making.
Tips Watch
DECEMBER 19, 2024
By David Enna, Tipswatch.com The U.S. stock and bond markets were sent into turmoil Wednesday by confusing messaging from the Federal Reserve on future inflation and interest rates. As a result, the stock market plummeted and Treasury yields surged higher.
CFO Plans
DECEMBER 16, 2024
Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services. These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders.
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.
CFO Dive
DECEMBER 16, 2024
Controllers tasked with creating a generative AI implementation plan will benefit from brushing up on their critical thinking skills, IMA’s Rebecca Baker said.
Nerd's Eye View
DECEMBER 18, 2024
Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
Lime Light
DECEMBER 20, 2024
Effective budgeting is vital for nonprofit organizations, ensuring transparency, compliance, and mission alignment amidst complex financial and accounting demands. Unlike for-profits, most nonprofits face challenges like restricted donations, tracking diverse funding sources, and maintaining precise records under rigorous public inspections.
CFO News
DECEMBER 17, 2024
When India started as an independent automaker, the world believed that there was very little chance of survival, says Mahindra Group Chairman Anand Mahindra on Tuesday.
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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.
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