CFO Dive

MAY 10, 2024

Ex-Lucid Motors CFO Sherry House will receive a $1.2 million cash sign-on bonus as Ford's VP of finance.

CFO 238

CFO Finance 238

Navigator SAP

MAY 10, 2024

As a business grows, the need for financial automation becomes clear. However, emerging companies also usually have the least amount of time for setting up backend systems that enable this financial automation. That’s where SAP’s powerful but reimagined ERP solution comes into the conversation, SAP S/4HANA Cloud Public Edition. Startups and growing businesses often are exhilarating places to work, but they aren’t where you go for more free time.

SAP 149

SAP Startups Planning 149

CFO Dive

MAY 8, 2024

Central bank officials this week have signaled that strength in hiring and economic growth may prompt the Fed to keep interest rates high longer than previously expected.

Economics 254

Economics Banking 254

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 225

SAP Planning 225

Advertisement

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

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

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 88

Planning Investments Marketing Numbers 88

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.

Startups 257

Startups Economics Finance 257

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.

98

98

Barry Ritholtz

MAY 10, 2024

This week, we speak with Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of How to Retire Rich , Invest Like the Best , and Predicting the Markets of Tomorrow. We discuss how the book What Works on Wall Street set the tone for his entire career as a quant.

Investments 64

Investments Banking Marketing Technology 64

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

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 72

Healthcare Construction Practice Management Leverage 72

CFO Dive

MAY 6, 2024

Diageo is tapping Coca-Cola alum Nik Jhangiani for its CFO as the Guinness maker battles slumping sales in the face of changing consumer tastes and spending trends.

CFO 244

CFO Sales 244

CFO Share

MAY 10, 2024

Maintaining a predictable cash flow is crucial to stability and avoiding stress. Although bookkeepers are not professional financial planners, they can use their intimate knowledge of your transactions to assist business cash flow management. In fact, I never forecast cash flow without bookkeeping help – their insights are too valuable to ignore. By leveraging the detailed financial data they maintain, you can create a 13-week cash flow forecast that provides valuable insights into your upcomin

Forecasting 52

Forecasting Cash Flow Forecasting Invoicing Accounts Payable 52

CFO News

MAY 9, 2024

In Eastern India there are hailstorms in some places, but many cities in other parts of the country are reeling under heat. The climate is changing drastically and heatwaves are going to affect you, me and the economy at large. Here is my view.

59

59

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.

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

Lime Light

MAY 10, 2024

Artificial intelligence (AI) isn't just science fiction anymore; it's revolutionizing the finance industry. CFOs and finance professionals are increasingly recognizing the potential of AI to automate tasks, unlock insights, and drive strategic decision-making. However, navigating the world of AI can be daunting. Adoption has more than doubled since 2017.

Finance 52

Finance 52

CFO Dive

MAY 8, 2024

The leadership change comes after Vroom announced in January that it was discontinuing its online used vehicle sales platform in order to preserve liquidity.

Sales 228

Sales Leadership CFO 228

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 bill

Valuation 52

Valuation Communication Securities Planning 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

CFO News

MAY 8, 2024

Shiprocket, a leading e-commerce facilitator, is poised for an IPO, confirms CFO Tanmay Kumar. With ambitions to empower small merchants and ensure lasting business, Shiprocket keeps IPO timing undisclosed.

CFO 59

CFO Planning 59

Creative CFP

MAY 10, 2024

Building the world’s best finance team for high-growth SMEs means bringing together a group of professionals who are more than just number crunchers. These team members need to be the next generation of finance superheroes. At CCFO, we’re on a mission to build the world’s best finance team for SMEs. We asked our team of finance professionals to vote for the most important characteristics required for building a great finance team.

Finance 52

Finance CFO Leverage Numbers 52

Future CFO

MAY 9, 2024

The finance function, including finance professionals and their roles, has been evolving to keep up with the changes in the market and business world. To this regard, the Association of Chartered Certified Accountants (ACCA) identified ways for professional accountants to make a positive impact in tackling issues such as climate change, social inequality, and a widespread lack of trust.

Finance 52

Finance Economics Accounting Marketing 52

CFO Dive

MAY 9, 2024

The former eBay and StubHub executive is keeping her eye on uncertainty in the banking sector and other headwinds following a mixed quarter.

CFO 227

CFO Banking 227

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

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 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

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 59

Banking Education Leverage Retail 59

Lime Light

MAY 9, 2024

For mid-market companies, navigating the financial planning and analysis (FP&A) landscape can be a balancing act. You've outgrown basic spreadsheets but may not require the complexities of enterprise-grade solutions. This is where cloud FP&A software emerges as a game-changer, offering a powerful and scalable toolset specifically designed to meet the needs of your growing business.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Marketing Forecasting 52

Advertisement

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