CFO Dive

MAY 7, 2024

The startup is rolling out new AI-related threat detection capabilities on the heels of securing $30 million in funding from investors, including Citi Ventures.

Startups 144

Startups Securities 144

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.

SAP 226

SAP Planning 226

CFO Dive

MAY 2, 2024

“We made some very tough decisions, and while we firmly believe these actions are the right thing to do for the business, cuts like this are painful,” CFO Liz Coddington said.

CFO 271

CFO 271

Bank of the West

APRIL 30, 2024

BMO has announced a groundbreaking $1 million donation to Parks California, the official non-profit partner to California State Parks. This transformative grant will support the organization’s mission to provide career… Read more The post BMO deepens commitment to equity and environmental sustainability with $1 million investment in Parks California appeared first on About BMO.

Investments 126

Investments 126

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Budgeting

CFO News

MAY 1, 2024

India's Gross Goods and Services Tax (GST) collections have reached a historic milestone, surpassing the Rs 2 lakh crore mark for the first time since the inception of GST in July 2017.

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111

CFO Dive

APRIL 30, 2024

Cybersecurity threat actors' innovative methods are driving up demand for professionals with diverse and specialized skill sets, the World Economic Forum said.

Economics 265

Economics 265

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.

Treasury 81

Treasury 81

Nerd's Eye View

MAY 1, 2024

A little over 20 years ago, when the Internet was still just a few years into gaining widespread use, the SEC understood its potential to transform how financial advisory firms conducted business with the ability to deliver advice digitally, lowering the barriers to serve clients across the country. However, the challenge for firms that wanted to use their websites to advise clients, but didn't otherwise qualify for SEC registration, was that they would ostensibly need to register in all 50 stat

Investments 77

Investments Compliance Technology Planning 77

CFO News

MAY 1, 2024

In the wake of border tensions, the Indian government has been looking askance at investments by Chinese companies in India. Press Note 3 norms issued in 2020 stipulated that a company based in a country that shares a land border with India (such as China) can invest only after government clearance.

Investments 97

Investments 97

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.

Accounting

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.

Advertising 70

Advertising Leadership Planning Securities 70

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.

Marketing 239

Marketing Invoicing CFO 239

Tips Watch

APRIL 30, 2024

EE bond’s fixed rate stays at 2.7%; doubling period holds at 20 years By David Enna, Tipswatch.com After signaling for a few days that it would hold off to May 1 to announce new rates for U.S.

Treasury 79

Treasury 79

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.

Healthcare 73

Healthcare Construction Practice Management Leverage 73

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

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.

Finance 75

Finance Construction Banking 75

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.

Advertising 67

Advertising Leadership Finance Technology 67

CFO Dive

APRIL 30, 2024

A report of rising wages prompted traders in interest rate futures to dial down bets on reductions in the Federal Reserve’s main interest rate.

Forecasting 266

Forecasting 266

The SaaS CFO

MAY 7, 2024

Who doesn’t like to browse SaaS companies for sale? Some listings provide no data while others give us just enough information to analyze the performance of the company. Given enough information in the listing, we can extract double the amount of data, metrics, and insight from the publicly available data in the listing. In the […] The post How to Analyze a SaaS Company for Sale appeared first on The SaaS CFO.

Sales 52

Sales CFO 52

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.

Planning

Nerd's Eye View

APRIL 30, 2024

Welcome everyone! Welcome to the 383rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Troy Sharpe. Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person semina

Leverage 76

Leverage Education Planning Communication 76

CFO News

MAY 5, 2024

Ten companies, including these three, accounted for 33% of the total spends on CSR in FY23, according to data shared exclusively with ET by primeinfobase.com, an initiative of Prime Database Group.

Accounting 59

Accounting 59

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.

Forecasting 56

Forecasting Investments Numbers Marketing 56

CFO Dive

MAY 2, 2024

The automotive services company’s shares slumped Thursday after it released earnings and announced its finance chief is leaving the company.

CFO 248

CFO Finance 248

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

Finance

Tips Watch

MAY 7, 2024

By David Enna, Tipswatch.com If you’ve been reading this Tipswatch site for long, you know what that headline means. I am traveling again. By the time you read this Tuesday morning, I will be somewhere in northern Spain.

Investments 52

Investments 52

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.

Banking 52

Banking Education Leverage Retail 52

CFO News

MAY 5, 2024

Indian auditing firms are pushing for fair competition with multinational counterparts, expressing concerns over the Big Four's increasing dominance and alleged manipulation of regulatory loopholes. The Institute of Chartered Accountants of India (ICAI) recently investigated affiliates of EY, Deloitte, PwC, and KPMG, where the firms were able to obtain court stays against disciplinary actions by the ICAI disciplinary committee after years of scrutiny, according to local rivals.

Auditing 59

Auditing Accounting 59

Future CFO

MAY 6, 2024

The Association of Chartered Certified Accountants (ACCA) identified the importance of knowing how to navigate the sustainability agenda among finance professionals in the road to creating a positive impact in tackling various issues. Such concerns include climate change, social inequality, and a widespread lack of trust, ACCA says. Professional accountants are expected to be aware how they can make a difference to build a better world that works for everyone, even if it can be hard to put o

Finance 52

Finance Financial Data Accounting Planning 52

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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.

Accounting