CFO Dive

APRIL 22, 2024

The former CEO of HeadSpin — ordered to pay a $1 million fine — faces a July hearing focused on compensating bilked investors.

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Nerd's Eye View

APRIL 22, 2024

Broadly speaking, there are 2 models of working as a financial advisor: operating independently as a firm owner or with a large affiliate platform such as a wirehouse broker-dealer, independent broker-dealer, or larger corporate RIA. Deciding which model to work under is a key moment in beginning or evolving a career as an advisor. In the independent model, owners/advisors are generally paid directly by the clients they serve, and they select and pay for the vendors, services, and employees that

Compliance 87

Compliance Leverage Practice Management Numbers 87

CFO Dive

APRIL 18, 2024

The restructuring is the latest round of layoffs by Alphabet as the company looks to funnel more than $100 billion into AI projects.

Restructuring 300

Restructuring Finance 300

Barry Ritholtz

APRIL 20, 2024

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • He Loves Speed, Hates Bureaucracy and Told Ferrari: Go Faster : A tech executive with a new management strategy took the wheel of the luxury carmaker. Then it was off to the races. ( Wall Street Journal ) • Boeing’s problems were as bad as you thought : Experts and whistleblowers testified before Congress today.

Investments 107

Investments Securities 107

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Future CFO

APRIL 16, 2024

In the world of business where change is constant, it is a given that the finance function rides on the waves to maximise benefits for their respective organisations. According to Gartner , it is important that finance leaders fully understand the scope of changes that genuine transformation requires, as it observes that finance transformation efforts are falling short of CFOs’ objectives in large part.

Finance 98

Finance Construction Technology Treasury 98

VCFO

APRIL 19, 2024

Evolving Employee Experience Expectations in 2024 Creating an exceptional employee experience is more than a one-and-done endeavor. As people, markets, and the world around us change, so do employee expectations. Evaluating these shifts and what you need to do to not only create but sustain an optimal environment for your workforce is beneficial to your business.

Benchmarking 82

Benchmarking Advertising Marketing 82

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting for the CFP exam this March, reflecting the value many financial advisors and consumers place on the brand, including the requirements to obtain i

Budgeting 89

Budgeting Leverage Securities Numbers 89

Future CFO

APRIL 22, 2024

The evolution of the finance function over the past few years has been anything but apparent, with the whole advent of digitalisation within the team and the non-stop shifts in the market. Source: Gartner 10 digital must-do for CFOs With the new advancements in technology that are coming in left and right, finance leaders and teams are expected to face challenges in talent, what with all the requisites of attraction, acquisition, and retraining.

Finance 85

Finance Budgeting Accounts Payable Concentration 85

Tips Watch

APRIL 18, 2024

By David Enna, Tipswatch.com The Treasury’s auction of $23 billion in a new 5-year Treasury Inflation-Protected Security — CUSIP 91282CKL4 — resulted a real yield to maturity of 2.242%, the 2nd highest result for this term since October 2008.

Treasury 93

Treasury Securities Investments Finance 93

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 Dive

APRIL 16, 2024

With vendor-related cyber risks spiking rapidly, the stakes are too high for CFOs to treat the issue as merely an IT concern, writes cybersecurity consultant AJ Yawn.

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CFO News

APRIL 21, 2024

From annual submission form GSTR-4to verification and reconciliation of credit and cash balances on the GST portal, finance personnel need to cater to several GST related compliance during this fiscal.

Compliance 59

Compliance Reconciliations Finance 59

Nerd's Eye View

APRIL 17, 2024

After advisors do all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into "maintenance mode". And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual meeting – they may actually be feeling quite disengaged with the financial planning services being provided.

Planning 75

Planning Compliance Finance Accounting 75

Barry Ritholtz

APRIL 21, 2024

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • ‘Water is more valuable than oil’: the corporation cashing in on America’s drought : In an unprecedented deal, a private company purchased land in a tiny Arizona town – and sold its water rights to a suburb 200 miles away. Local residents fear the agreement has ‘opened Pandora’s box.’ ( The Guardian ) • Why don’t rich people eat anymore?

Entertainment 61

Entertainment Education Accounting Finance 61

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

The Charity CFO

APRIL 22, 2024

The term burnout is more than a buzzword. In many nonprofits, burnout is the emotional, physical, and mental exhaustion of employees due to prolonged stress. The impact of this goes beyond individual well-being and can affect your organization’s effectiveness and ability to advance your mission. Keep reading to learn how burnout can happen and get tips for implementing a burnout prevention strategy for your organization.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

CFO Dive

APRIL 18, 2024

Malicious actors on the hunt for sensitive data or intellectual property may be attracted to attack vectors unique to artificial intelligence, the NSA warned.

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CFO News

APRIL 18, 2024

In a report, foreign brokerage Barclays said opinion polls suggest a large victory for the Bharatiya Janata Party (BJP) in the Lok Sabha elections, despite opposition parties contesting as one alliance. “A BJP win would mean policy continuity with fiscal consolidation on track. A larger mandate may allow the party to bring its political and economic priorities on board,” it said.

Economics 64

Economics 64

CFO Thought Leader

APRIL 22, 2024

A little more than 15 years ago, Hilary Norris had landed her “dream job” at a tech company in sunny California—a perfect alignment of her professional goals and personal life. However, the idyllic scenario was disrupted when the company was acquired, a common turning point that often spells uncertainty for existing executives. Facing a potential career setback and indeed initially marked for replacement, Norris was eventually asked to stay on to lead the finance operations of the co

CFO 52

CFO Treasury Finance Leadership 52

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Reconciliations

Future CFO

APRIL 21, 2024

As it turns out, compliance culture is not the best way to address the most common situation leading to noncompliance, according to a study by Gartner, Inc. This particular concern must be tackled by financial leaders as the technological research and consulting firm points out that most compliance leaders tend to focus on building an ethical culture in their organisations to boost employee behaviour , but it has a limited impact on addressing uncertainty about how to be compliant.

Compliance 52

Compliance Communication Technology CFO 52

The Finance Weekly

APRIL 21, 2024

What could go wrong if your Chief Financial Officer (CFO) is not effective in their job? They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Their absence of a clear financial strategy might also jeopardize the business, hindering the attainment of long-term growth and profitability objectives.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

CFO Dive

APRIL 17, 2024

An analysis of 101 breaches across various sectors revealed insurance gaps resulting in an average of $27.3 million in uncovered losses per incident.

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CFO News

APRIL 21, 2024

Savills India data reflects a shift towards premium spaces, while tech players like Tushar Mittal drive demand amidst a growing construction industry.

Investments 59

Investments Construction 59

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Accounting

CFO Selections

APRIL 19, 2024

The first thing you need to know when creating a budget is that it is wrong from the start. In the world of accounting and finance, we like things to be precise and tie out neatly. A budget, on the other hand, is meant to be a predictive tool and a roadmap to help you get to where you are going. When you enter an address into your GPS, you often get three to four different routes you can take to get to your destination.

Budgeting 52

Budgeting Construction Finance Accounting 52

Future CFO

APRIL 21, 2024

Editor’s note: Raymond Ngan (pictured), Area Vice President Asia – Sales, Coupa shared with FutureCFO audiences his work day and how he switched from a consulting role to a sales one in his career journey. FutureCFO: What does a typical day look like for you? Raymond Ngan (RN): My day starts with my morning routine—getting my morning walk and some stretching done.

Finance 52

Finance Sales Communication Financial Systems 52

Capital CFO LLC

APRIL 19, 2024

You’re thinking of a rebrand for your nonprofit—how can you reignite its presence and impact? The answer may live in a bold, transformative step: a strategic rebranding initiative. Is your mission resonating as powerfully as it could? Rebranding could be the catalyst. Rebrand Your Nonprofit: Assessing the Need for Change Before committing to a rebranding […] The post Rebrand Your Nonprofit: Revamp Now for Success appeared first on Capital CFO+.

Nonprofit 52

Nonprofit CFO Marketing 52

CFO Dive

APRIL 16, 2024

The Fed chair is just one of many policymakers who, in the face of persistent price pressures, has voiced no urgency in reducing borrowing costs.

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