Sat.Feb 26, 2022 - Fri.Mar 04, 2022

article thumbnail

Class action embroils Wells Fargo commercial real estate underwriting practices

CFO Dive

A judge is set to rule on the bank's motion to dismiss the complaint, which names the company, ex-CEO Jim Sloan and former CFO John Shrewsberry among the defendants.

CFO 266
article thumbnail

How to Implement an ERP Solution at Your Startup

Navigator SAP

Implementing an enterprise resource planning (ERP) system has become a matter of survival for startups that want to scale fast or involve complex manufacturing operations, as the process efficiencies and data transparency ERP delivers can make or break such businesses. If you’re headed down this road, you may be spending lots of time thinking about how to achieve a successful ERP rollout.

Startups 199
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Debunking myths surrounding managing assets in insurance structures

Private Funds CFO

Lombard International head of investments Virginia Klein debunks three common myths about private placement variable insurance structures and argues they’re more like traditional funds than many managers believe, but with major potential tax benefits.

article thumbnail

Onshoring

Corporate Finance

Which automobile company exports the most cars from the U.S.? Most people would probably guess Ford or GM, but for the 8th straight year, BMW is the U.S. auto export leader. During 2021, BMW exported 257,876 cars valued at $10.1 billion from the company's plant in the U.S. Although many are concerned with the negative effects of offshoring manufacturing, there are also benefits to onshoring.

article thumbnail

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.

article thumbnail

Workforce disclosures surge amid pressure for diversity

CFO Dive

Although companies are revealing more about employee race and ethnicity, their reports are not standardized and are often spotty, JUST Capital said.

267
267

More Trending

article thumbnail

How digitization can revolutionize onboarding

Private Funds CFO

As more individual investors allocate to private funds, GPs need technological tools to be more flexible in fundraising and onboarding, says David Genn, CEO of UK-based technology provider Goji.

article thumbnail

Emily Waltemate Promoted to Senior Accountant

The Charity CFO

Nothing gives us more joy than seeing one of our own succeed! Today we enthusiastically announce the promotion of Emily Waltemate to the role of Senior Accountant. Prior to switching career paths to join The Charity CFO, Emily worked in the law field for almost 12 years. As a paralegal, she handled everything with cases from open to close, aside for trials and court hearings which only an attorney can do.

article thumbnail

Finance analytics called key to Jackson Hole's skier experience

CFO Dive

The financial planning team helps the resort’s leadership optimize the number of people on the mountain from a safety, quality of experience and revenue standpoint.

Finance 221
article thumbnail

What is an ERP system in Manufacturing?

Navigator SAP

Running a successful business requires setting up systems that integrate your daily operations for enhanced productivity and efficacy. One of the primary systems your business needs is an Enterprise Resource Planning (ERP) system.

article thumbnail

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.

article thumbnail

Montagu bolsters its senior management team with two hires

Private Funds CFO

The London-based buyout firm adds a new CFO and a new head of its operational partners group.

CFO 130
article thumbnail

Two things Hong Kong employees see as most important career considerations

Future CFO

Hong Kong employees deem compensation and benefits as the most important considerations driving their career choices, said Randstad recently when releasing results of its H2 2021 Workmonitor survey. The Randstad 2H 2021 Workmonitor survey was conducted in September 2021 across 34 markets around the world with a minimum of 800 respondents in each market, the recruitment agency noted.

article thumbnail

CFOs should prepare for stronger ESG shareholder pressure: EY

CFO Dive

CFOs and directors need to prepare for the 2022 proxy season as institutional investors turn up the heat on efforts to ensure companies embrace sustainable business practices.

215
215
article thumbnail

The Pros and Cons of SAP ERP Systems

Navigator SAP

System Applications and Products (SAP) is a multinational software development company based in Germany. It is mainly known for its Enterprise Resource Planning (ERP) software, which is designed to help small, medium, and large enterprises optimize their critical business systems and processes. In this article, you’ll learn about the pros and cons of SAP ERP systems.

SAP 130
article thumbnail

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.

article thumbnail

Tech-based service provider database update; Promotions and moves

Private Funds CFO

Montagu bolsters its senior management team with two hires; Baupost veteran joins Marblegate as COO; Maples Group added to tech-based service providers directory.

100
100
article thumbnail

Three essentials for choosing integrated business planning software

Anaplan

When it comes to planning and budgeting methodologies, integrated business planning (IBP) is the nirvana to which many organizations aspire. At a time when corporate agility and a deep insight into business performance are paramount, its attraction is that it weaves together all the disparate strands of strategic, operational, and financial planning typically managed in […].

article thumbnail

How CFOs can structure an ESG-friendly tax strategy

CFO Dive

ESG's tax implications is “a topic where there’s a two-way street,” said Kevin M. Jacobs, a managing director at Alvarez & Marsal Taxand.

214
214
article thumbnail

7 Keys to Profitable Growth

The CFO Centre

Planning for growth is something every business owner will say they do, but not all business owners will do this effectively and with a focus that will generate profitable growth. Many businesses plan for growth, but not profitable growth. Some businesses focus on growing sales without a focus on margins while others build infrastructures to […].

CFO 98
article thumbnail

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.

article thumbnail

Maximizing after-tax return with insurance structures

Private Funds CFO

Debunking myths surrounding managing assets in insurance structures.

130
130
article thumbnail

Address Today’s Dynamic Business Environment: Discover How Cloud-Based Financial Reporting Software Can Help You Make the Shift

Centage

CEOs and boards of directors ask their teams tough questions for a reason: They want to know how their company is performing against plans and identify risks or opportunities that lie ahead. To answer their questions, you need up-to-the-minute insight into your business and the ability to test “what if” scenarios on the fly. While no one can predict what the market will do, accurate forecasts can help you anticipate impacts to sales, investments, and personnel.

article thumbnail

5 trends in finance leadership

CFO Dive

Finance leaders are up-leveling their team and accelerating growth with these five trends.

article thumbnail

What is strategy? It’s a lot simpler than you think

Future CFO

To many people, strategy is a total mystery. But it’s really not complicated, says Harvard Business School’s Felix Oberholzer-Gee. The post What is strategy? It’s a lot simpler than you think appeared first on FutureCFO.

98
article thumbnail

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

article thumbnail

Sanctions: Practice tips

Private Funds CFO

What investment advisers should know about Russian sanctions.

article thumbnail

Alternative Investments: Predictable Uncertainty in Private Markets

CFA Institute

While analytical judgment is considered universal in science, in finance investment decisions are derived from mental heuristics.

article thumbnail

How CFOs can supercharge their organization's sales forecasting

CFO Dive

Virtual processes are faster, more granular in detail and provide a fresh sales forecast in a clean, concise dashboard each morning.

article thumbnail

Moody’s: Defaults to remain high for APAC high-yield nonfinancial firms in 2022  

Future CFO

Defaults among high-yield nonfinancial companies in the Asia-Pacific will slightly decline but stay elevated in 2022, said Moody’s recently. This reflects the global economy's expected transition toward more stable growth as the pandemic recedes, less accommodative monetary policies, and the continuing liquidity pressure facing Chinese property companies, the credit rating agency noted.

article thumbnail

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.