AI-driven cash flow management startup gets $15M boost
CFO Dive
MAY 8, 2024
Panax is among companies that say they’re seeing high demand for finance automation tools as businesses try to navigate an uncertain economic environment.
CFO Dive
MAY 8, 2024
Panax is among companies that say they’re seeing high demand for finance automation tools as businesses try to navigate an uncertain economic environment.
Nerd's Eye View
MAY 8, 2024
Measuring a client's tolerance for risk is an essential (and required!) step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. Over the years, 2 types of measurement tools have emerged as the standards for assessing risk tolerance: 1) psychometric tests, which feature a series of questions (such as, "What amount of risk do you feel you have taken with
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Navigator SAP
MAY 3, 2024
Enterprise resource planning solutions (ERP) are only as static as the businesses that use them. That’s why it is important to have an SAP partner that is not only there during rollout, but also continues to support the business as it grows and evolves.
Barry Ritholtz
MAY 6, 2024
It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.
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Tips Watch
MAY 5, 2024
By David Enna, Tipswatch.com Last week, the Treasury set the fixed rate for I Bonds purchased from May to October 2024 at 1.3%, which combined with a variable rate of 2.96% results in a composite rate of 4.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Dive
MAY 8, 2024
Central bank officials this week have signaled that strength in hiring and economic growth may prompt the Fed to keep interest rates high longer than previously expected.
Barry Ritholtz
MAY 4, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Most Important Skill of the Future is Being ‘Indistractable’ How the difference between traction and distraction could transform your productivity. ( Nir and Far ) • this is a teenager : In 1998, a researcher named Vincent Felitti published a paper that drastically changeed the way we think about these kids and childhood.
The Charity CFO
MAY 9, 2024
During today’s conversation on a Modern Nonprofit Podcast, Tosha welcomes Dr. Krystal White. Outside of a Doctorate in Clinical Psychology with a Masters degree in Christian Leadership, Dr. White also has a Masters degree in Mind, Brain, and Education from Harvard University. Needless to say, Dr. White is a skilled professional and we are excited to welcome her!
CFO News
MAY 8, 2024
Shiprocket, a leading e-commerce facilitator, is poised for an IPO, confirms CFO Tanmay Kumar. With ambitions to empower small merchants and ensure lasting business, Shiprocket keeps IPO timing undisclosed.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
CFO Dive
MAY 6, 2024
Diageo is tapping Coca-Cola alum Nik Jhangiani for its CFO as the Guinness maker battles slumping sales in the face of changing consumer tastes and spending trends.
Nerd's Eye View
MAY 3, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but greater autonomy over how they run their businesses and serve their clients.
Barry Ritholtz
MAY 3, 2024
She was previously president of Honey, where she orchestrated the company’s sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age’s 100 Most Influential Women in Advertising. She previously held executive leadership positions at Microsoft, Yahoo!, Pinterest, SoFi, Demand Media. BusinessWeek nd the San Francisco Chronicle.
Capital CFO LLC
MAY 9, 2024
Navigating the complexities of grant budgeting is akin to captaining a ship through treacherous waters—precision is key. Just as a seafaring captain relies on a compass to chart a course to safe harbor, meticulous budget planning ensures you reach your funding goals without going adrift. Mastering the intricacies of this financial voyage can mean the […] The post Grant Budgeting Mastery: Top Tips for Staying On Track appeared first on Capital CFO+.
Advertiser: Paycor
HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.
CFO News
MAY 3, 2024
Corporate Affairs Ministry highlights the importance of cost audits in preventing manipulation by companies, such as misleading banks and evading taxes like GST. Compliance with the Companies Act, 2013 is crucial for monitoring cost records.
CFO Dive
MAY 8, 2024
The leadership change comes after Vroom announced in January that it was discontinuing its online used vehicle sales platform in order to preserve liquidity.
Nerd's Eye View
MAY 7, 2024
Welcome everyone! Welcome to the 384th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hannah Provost. Hannah is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based in Plattsburgh, New York, that oversees approximately $150 million in assets under management for about 380 client households.
CFO Plans
MAY 9, 2024
Discover Cutting-Edge Accounting Solutions In the thrilling world of business accounting, the art of optimizing financial strategies emerges as a critical factor that can either make or break a company’s success. Today, we embark on a journey into the realm of hospitality businesses, where tailored financial services play a pivotal role in navigating the complexities of this dynamic industry.
Speaker: James Kahler, COO of Full Course
Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.
CS Lucas
MAY 9, 2024
Bank reconciliation is a crucial process that ensures the accuracy of a company’s financial records against the bank’s account statements. A reconciliation statement serves to validate that payments have been processed and deposits correctly recorded. This process is essential not only for detecting fraud but also for identifying any unintentional discrepancies.
CFO News
MAY 7, 2024
Amidst shifting consumer behaviors and evolving market landscapes, Ashish Jain, CFO of KRBL, unveils a strategic roadmap for FY25, prioritizing digital transformation, talent development, and robust growth projections.
CFO Dive
MAY 6, 2024
Generative AI gives cyberattackers an edge over cyber-defenders, according to security experts surveyed by Splunk.
Future CFO
MAY 8, 2024
Compensation, work/life balance , and location are among the top attraction drivers for finance function employees , according to a study by Gartner, Inc. A survey of 1,132 finance staff also named health benefits and vacation as attraction drivers among finance employees. “Compensation is usually the top attraction driver and one of the main challenges CFOs have with retaining talent.
Speaker: Jamie Eagan
As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of
Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prosp
CFO Share
MAY 8, 2024
Facing a downturn and reluctant to reduce staff? Worried you’ll cut too deep and hurt long-term growth? You’re not alone. Layoffs are one of the last cost-cutting methods CEOs choose in a business turnaround. In my years as a turnaround CFO, I’ve seen tragically too many businesses layoff staff without achieving the desired business expense reduction.
CFO News
MAY 3, 2024
Reserve Bank proposes stricter lending rules to prevent stress on bank books during project implementation. Provisioning increases to 5% during construction phase, with reductions based on project phase and conditions met. Public feedback accepted until June 15.
CFO Dive
MAY 3, 2024
With higher rates and an uncertain economy, many companies are paying invoices late because they don’t know when capital will be available next, Capchase’s Przemek Gotfryd writes.
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In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.
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