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.

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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 6, 2024

Generative AI gives cyberattackers an edge over cyber-defenders, according to security experts surveyed by Splunk.

Securities 315

Securities 315

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 103

Forecasting Investments Numbers Marketing 103

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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.

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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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 266

Marketing Invoicing CFO 266

Future CFO

MAY 1, 2024

As the person responsible for preparing an organisation’s financial reports, which include balance sheets and income statements, the role of a finance controller is anything but ordinary. As they assist in compliance audits and the monitoring of internal controls to ensure that everyone within the company does their job correctly, they are also expected to thrive and flourish amid the challenges along the way for the benefit of the organisation.

Leadership 98

Leadership IFRS Finance Communication 98

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 74

Healthcare Construction Practice Management Leverage 74

CFO News

MAY 3, 2024

ICAI defends action against EY affiliates, cites statutory power. Delhi HC stays order. ICAI directs firms to end tie-ups violating norms. Accusations of bias. Supreme Court involvement.

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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 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

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.

CFO 52

CFO Forecasting Budgeting Compliance 52

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

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 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

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 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 52

CFO Financial Modeling Forecasting Finance 52

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

Communication 61

Communication Planning Technology Numbers 61

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

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 59

CFO Prioritization Marketing 59

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.

Leverage 52

Leverage Accounting Leadership 52

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 275

CFO Finance 275

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: 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

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

Planning 52

Planning Investments Marketing Numbers 52

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.

Auditing 75

Auditing Compliance Banking 75

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

CFO Dive

MAY 1, 2024

Amazon is the latest tech giant whose hefty AI spending has been rewarded by Wall Street in the current earnings season. Meta has been an exception.

CFO 270

CFO 270

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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