Sat.Jul 30, 2022 - Fri.Aug 05, 2022

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Women hang back from CFO aspirations, trickle into finance

CFO Dive

The persisting CFO gender disparity could shrink in the coming years as more women head into the financial field.

CFO 271
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The CFO’s Role in Managing a Talent Shortage

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus. In 2021, according to data from the Bureau of Labor Statistics (BLS), 68.9 million workers left their jobs. 70 percent of those individuals left voluntarily. Why are workers leaving their jobs in droves? The specific reasons will be different depending on industry and role, but Grant Thornton’s State of Work in America cites the top concerns aside from compensation as: The benefits package didn’t fit their needs (roughly ?

CFO 52
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Trending Sources

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The Role of ERP in the Pharmaceutical Industry

Navigator SAP

The pharmaceutical industry has been transformed in recent years by pressure from intensely competitive markets and the need to comply with new regulations that mandate the highest quality standards across all processes. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives. It requires not just R&D capability, talent, and strong capital investment over the long term, but also the need for a strong digital infrastructure.

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Bank Single Gateway for efficient connectivity

Simply Treasury

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. A “Bank Single Gateway” is no longer a "plus", but a "must" that every fund servicer or fund should have. It's the key to finally having better cash management, as multinational companies do.

Banking 147
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Your Guide to Creating a Travel Policy

Navigating travel expenses can be challenging, but our workbook offers a clear path forward. Learn to craft a travel policy that fits your budget and makes travel management simple. This self-guided workbook offers: Practical advice on choosing airlines, setting booking time frames, and managing travel costs effectively. Insights into selecting the right class of service for each employee, ensuring everyone travels comfortably and within policy.

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CFOs should look to digitalize employee recognition programs

CFO Dive

Despite mounting signs of a recession, the labor market remains robust and CFOs should consider digitalizing employee recognition programs to retain talent.

Marketing 286

More Trending

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An Event to Remember, and Examples to Learn From

Anaplan

Re-Live Anaplan Live! 2022 On-Demand One of the most nerve-wracking things any of us encounter in life is going first. As a child – the first to read out loud in class, the first to jump off a diving board, the first to give up your stuffed animals – being first always added an extra […].

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DEBRA, next big tax reform in Europe?

Simply Treasury

DEBRA, a new acronym that could cause nightmares for tax managers but also for corporate treasurers. It is a new proposal from the EU that could have significant impacts to consider, although its objectives are laudable and logical. The idea is not new to encourage companies to increase their capitalization and reduce their bank debt (partly through more recourse to the capital market - CMU project).

Finance 130
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CFOs to boost IT, tech budgets in face of inflation: Gartner

CFO Dive

Forty percent of CFOs are planning to hike up IT spending in the next 12 months, with many seeking to tap automation to collect key financial insights.

Budgeting 278
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FISPAN on the Road: Mara McGoey’s Key Takeaways

FISPAN

On June 23 & 24, FISPAN’s Business Development Manager, Mara McGoey was found in Chicago at the premier Marcus Evans Open Finance, APIs, & Partnerships two-day conference. Bringing together leaders in Open Banking and Digital Innovation, the event explored opportunities enabled by Open Finance, including how strategic partnerships can accelerate open API initiatives.

Finance 98
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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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.

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Build Your Business Portfolio With Sage Intacct

https://trustedcfosolutions.com/feed/

With world-class financial management software and tools, subscription automation, and service, Sage Intacct is the number one financial software trusted by leading private equity firms and their portfolio companies to build more profitable businesses. Sage Intacct offers a best-in-class approach to partnering with private equity firms to drive portfolio-wide EBITDA growth by delivering shorter time to value, predictable implementations, consistent pricing, and a single point of contact.

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Book Review: The Future of Money

CFA Institute

Eswar S. Prasad provides an interesting and insightful exposition on the shifting landscape from traditional paper notes to digital currencies.

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Just 9% of finance departments have primary ESG oversight: survey

CFO Dive

Evidence of loose internal controls related to environmental, social and governance (ESG) data comes as the potential cost of companies getting ESG reporting wrong are rising.

Finance 246
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How to Bring the Bank to Your NetSuite Environment

FISPAN

Bring the bank to your Oracle NetSuite environment with FISPAN’s bank-branded embedded app. FISPAN delivers a seamless commercial banking experience, allowing you to directly manage your payables, view all bank account and transaction details, eliminate manual uploads, automate your reconciliation, and more, all from within NetSuite.

Banking 97
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How to Build the Ideal HR Team

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.

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María José Martínez, is named leader in TTR and Datasite’s ranking of female financial advisors.

One to One

The post María José Martínez, is named leader in TTR and Datasite’s ranking of female financial advisors. appeared first on ONEtoONE Corporate Finance.

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The Latest In Financial #AdvisorTech (August 2022)

Nerd's Eye View

Welcome to the August 2022 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 Envestnet has acquired Redi2, one of the most widely used ‘revenue management’ systems in broker-dealers that facilitates the flow of dollars coming in and being paid out to advisors in al

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CFOs look for consistency, transparency in emerging sustainability requirements

CFO Dive

CFOs globally are asking for added transparency and more consistency as regulatory bodies gear up to publish sustainability reporting standards later this year.

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Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

CFA Institute

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

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Planning Your Restaurant's Path to Profitability

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.

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Part-Time or Fractional CFO for Small Businesses

Capital CFO LLC

Are you a business owner or nonprofit Executive Director frustrated with running day-to-day operations and spending additional weekends and evenings attempting to be both bookkeeper and CFO? A part-time or […]. The post Part-Time or Fractional CFO for Small Businesses appeared first on Capital CFO+.

CFO 52
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Weekend Reading For Financial Planners (Aug 6-7)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). The guidance indicates that, despite early fears that Reg BI was ‘overly accommodating’ to the brokerage industry, the Commission is expecting that reducing conflicts of interest should be an ongoing task for broker-dealers rat

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PayPal hands new CFO $6M cash hiring bonus

CFO Dive

The PayPal CFO's new-hire bonus comes as some companies are using more cash-rich compensation packages to land finance chiefs.

CFO 267
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“Round-Tripping” Stocks and the Absurdity of Hedge Fund Fees

CFA Institute

Just how out of whack are hedge fund fees?

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How Automation is Driving Efficiency Through the Last Mile of Reporting

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

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Credit trends in Asia Pacific: Most firms to remain stable but risks rising

Future CFO

Credit trends in Asia Pacific for most non-financial companies in the rest of 2022 remain stable with the exception of Chinese property developers, said Moody's Investors Service recently. However, slowing economic growth, rising inflation and hawkish monetary policies globally pose risks when it comes to credit trends in Asia Pacific, the firm noted.

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#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley

Nerd's Eye View

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matthew Topley. Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating pr

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Inflation brings new drivers to Uber in cash flow positive quarter

CFO Dive

Inflation is nudging new drivers and couriers to Uber as the company posts record driver base figures and its first cash flow positive quarter.

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67: What Is Alpha Investing?

Strategic Treasurer

Session 66. Coffee Break Session: What Is Alpha Investing? What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing.

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Accounting Software and ERP Readiness Guide

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.