Trending Articles

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The next frontier of customer engagement: AI-enabled customer service

Mckinsey and Company

AI-enabled customer service is now the quickest and most effective route for institutions to deliver personalized, proactive experiences that drive customer engagement. Insights on Operations Service operations

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CFOs key to shaping digitization efforts: study

CFO Dive

With technology teams overloaded, the discerning CFO’s hand is crucial to shaping company digitization efforts

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A shock to lending standards

The Reformed Broker

This is it. The only chart you need to concern yourself with now if you’re trying to figure out where the economy is heading. Construction and Industrial (C&I) loans are a $2.8 trillion business (approximately) for banks all over the country. If they roll over, we have a soft landing.

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FP&A is the sexiest job in finance

Fpanda Club

FP&A is the sexiest job in finance… While this may seem like an overstatement, FP&A positions are becoming incredibly popular and sought-after. Many finance professionals are starting to feel that they are too focused on historical data, reporting, compliance, etc.

Finance 130
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ERM Program Fundamentals for Success in the Banking Industry

Speaker: William Hord, Senior VP of Risk & Professional Services

This exclusive webinar with William Hord, Senior VP of Risk & Professional Services, will explore the foundational elements you need to start or validate your ERM program. He will also dive into topic definitions, governance structures, and framework components for success.

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Accelerate Research With The Right ERP for Research Organizations

Navigator SAP

With the growing competition in the business world, companies are constantly under pressure to enhance the quality of their products and services while simultaneously improving their competitiveness.

SAP 130

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What will it take for nuclear power to meet the climate challenge?

Mckinsey and Company

Nuclear power can be an important part of the energy transition. Scaling the industry to meet increasing electricity demand will require leaders to mobilize quickly and efficiently. Insights on Electric Power & Natural Gas Nuclear energy Climate change Sustainability

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This Week on TRB

The Reformed Broker

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker. Links

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U.S. Bank Failures, 2001 – Present

Barry Ritholtz

Bank failures since 2001, scaled by amount of assets in 2023 dollars. The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). The post U.S.

Banking 106
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Simplifying Operations With the Right ERP for Tax Consulting

Navigator SAP

To get and keep clients, a modern and forward-thinking tax consulting firm needs to be proactive. Are you investing in the right technologies that will keep your company relevant? To continue to outperform and stay ahead of the competition, you must provide great customer and employee experience

SAP 130
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Statement of Cash Flows vs. Cash Flow Statement

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

Join Wayne Spivak, experienced CFO and corporate finance expert, for an insightful discussion on managing cash flow and company profitability.

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Luckin Coffee’s ‘revenue reckoning’ takeaways

CFO Dive

The Beijing-based company was initially viewed as a kind of David poised on its home turf to take on the Goliath of the coffee world — Starbucks — in China

CFO 228
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A technology survival guide for resilience

Mckinsey and Company

Resilience means understanding the criticality of a business process, the capability of the underlying technology, the business impact if the technology fails, and the organization’s risk tolerance. Risk & Resilience Insights High Tech & Internet Cybersecurity/Risk Risk Management

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10-year TIPS reopening auction gets real yield of 1.182%

Tips Watch

By David Enna, Tipswatch.com The U.S. Treasury just reported that its offering of $15 billion in a reopened 10-year TIPS — CUSIP 91282CGK1 — generated a real yield to maturity of 1.182%, a bit higher than expected. This TIPS has … Continue reading → Investing in TIPS

Treasury 101
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10 Weekend Reads

Barry Ritholtz

The weekend is here!

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The Power of Storytelling in Risk Management

Speaker: Dr. Karen Hardy, CEO and Chief Risk Officer of Strategic Leadership Advisors LLC

Join this exclusive webinar with Dr. Karen Hardy, where she will explore the power of storytelling in risk communication as a core component of a resilient organization's management framework!

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How Life Sciences Businesses Should Prepare Financials for Scaling and Outside Funding

Navigator SAP

Developing a life sciences product and going to market is not easy. There’s the research and development, of course, but there’s also the business-building side. Life Sciences Quickbooks

SAP 130
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Fed hikes main rate by quarter-point, cites ‘resilient’ banking system

CFO Dive

The central bank tightened borrowing costs as inflation persists well above its 2% target

Banking 228
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How to enhance the cybersecurity of operational technology environments

Mckinsey and Company

Cyberattacks on operational technology systems have been on the rise since the start of the COVID-19 pandemic. Their huge impact on industrial operations means that organizations must find answers—quickly. Cybersecurity Cybersecurity/Risk Risk Management

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Managing Your Accounts Payable: A Guide for Small Business Owners

https://trustedcfosolutions.com/feed/

Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accounting process to save the time and money spent on manual tasks on Quickbooks?

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Everything You Need to Know About Crypto

Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy

This exclusive webinar with Ryan McInerny will teach you all about cryptocurrency and NFTs! Register to learn more about identifying crypto transactions, crypto asset market trends, managing risk and compliance, and supporting customers and partners using crypto-based payments.

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#FA Success Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing, With Brenda Hiscock

Nerd's Eye View

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brenda Hiscock.

Math 98
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The Key to Financial Success: The Right ERP for Accounting

Navigator SAP

Accounting is one of the most critical functions of any business and choosing the right software to manage it can be a daunting task. Enterprise Resource Planning (ERP) software is an integrated system that enables organizations to manage business processes and automate various functions

SAP 130
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Banking turmoil may trigger recession: Fannie Mae

CFO Dive

Small- and mid-size banks will likely tighten credit in the coming months, increasing the odds of a downturn this year, economists said

Banking 215
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How to merge talent, skills, and purpose: A chat with the Group CEO of Singlife

Mckinsey and Company

Pearlyn Phau, Group CEO of Singlife, reveals some of the ins and outs of merging an insurtech start-up and a legacy player. Future of Asia Insurance Asia-Pacific Leadership

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Exploring the Overlap: Cost Optimization and Digital Transformation

Speaker: Alex Jiménez, Managing Principal, Financial Service Consulting for EPAM

The largest banks have increased reserves for protection against deteriorating economic conditions. Should banks delay their digital transformation investments and focus on cost reductions? In this webinar, Alex Jiménez will walk us through that question and examine the prudent course of action.

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10 Tuesday AM Reads

Barry Ritholtz

Note: We are off to California and Arizona for a few events later this week; publishing will be spotty… Welcome to Spring! Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? Where the sector stands after a turbulent week. Slate ) see also Déjà Vu?

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Lamborghini's Best Year Ever, Again: Q&A With CFO Paolo Poma

Global Finance

Are luxury cars untouched by economic slowdown and inflation? The latest results from Italian luxury automaker Lamborghini suggests so. CFO Paolo Poma believes the company can even improve its profitability, despite economic headwinds.

Finance 88
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Maximizing Efficiency With the Best ERP for Wholesale Distribution

Navigator SAP

Businesses today need objective data on everything in their warehouses to make critical business decisions. One sector that would greatly benefit from clear and coherent data flow is logistics.

SAP 130
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Hindsight 2020: An unlikely road to Snowflake’s CFO seat

CFO Dive

From a travel excursion to Italy to uncovering massive fraud, Mike Scarpelli had his fair share of challenges on his way to the CFO seat

CFO 215
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The Anti-Money Laundering Act of 2020: Initial Catalysts, Current Implications, and Future Impacts

Speaker: Elizabeth "Paige" Baumann, Founder and CEO of Paige Baumann Advisory, LLC

In this session, Elizabeth “Paige” Baumann will cover the Anti-Money Laundering Act of 2020, which also includes the Corporate Transparency Act. She'll take a deep dive into the catalysts that brought on the act, the current implications of the act, and what impacts the act has on the future of banking and finance.