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.
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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CFO Dive
MAY 6, 2024
Generative AI gives cyberattackers an edge over cyber-defenders, according to security experts surveyed by Splunk.
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.
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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.
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 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.
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 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.
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.
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 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 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.
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
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.
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 Thought Leader
MAY 8, 2024
Lawrence Herman’s path to becoming a CFO unfolded through a series of experiences that changed his understanding of the finance world, beginning with his initial role at Goldman Sachs. Here, in the crucible of intense market dynamics, Herman cut his teeth on complex financial models, where the rigor of long hours refined his capacity to handle pressure and complexity—a foundational skill for any leader.
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.
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
Future CFO
MAY 7, 2024
The Institute of Singapore Chartered Accountants (ISCA) inked a Memorandum of Understanding with the Council for Board Diversity (CBD) in a bid to boost support for directors and organisations who recognise the importance of good corporate governance and stewardship. The partnership also seeks to improve the role board diversity plays in enhancing organisational resilience, according to a press release.
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.
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.
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 2, 2024
The automotive services company’s shares slumped Thursday after it released earnings and announced its finance chief is leaving the company.
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.
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 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.
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
CFO News
MAY 2, 2024
Central and state GST officers will convene to discuss various issues, including stricter registration norms to combat fake companies evading taxes. This meeting follows record-high GST collections of Rs 2.10 lakh crore in April, driven by economic momentum and enhanced scrutiny. Among the topics on the agenda are tightening GST registration to deter fraudulent companies and tracking the money trail of GST fraud masterminds.
CFO Dive
MAY 3, 2024
Building a coordinated scanning and oversight capability can help organizations separate signal from noise, says Ziad Haider, a partner and global director at McKinsey.
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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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