Barry Ritholtz

JANUARY 24, 2024

One of the most popular innovations of the past 50 years has been the tax-qualified account. They maximize their tax-advantaged accounts. What about your taxable accounts? For the typical non-tax deferred account that maybe consists of a dozen mutual funds and ETFs, what does tax loss harvesting look like there?

Concentration 96

Concentration Investments Accounting Marketing 96

Future CFO

JULY 17, 2023

Treasurers should take leverage in-house banking, payments-on-behalf (POBO) and collections-on-behalf (COBO) models, and virtual accounts. Doing so reduces transaction costs and enables greater cash concentration, allowing treasurers to address disruptions and maximise investments more easily. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Generation CFO

DECEMBER 20, 2021

I started my career as an accountant in industry in the 1990s, and, at this time, we were very much of the ‘last-year + % salary increase’ brigade. If we go back a few years, HR was very much concentrated on getting payroll correct. Access Full Webinar. The development of financial workforce planning. The development of HR.

Planning 131

Planning Benchmarking Budgeting Concentration 131

PYMNTS

SEPTEMBER 16, 2020

In its announcement , Payoneer said 10 banks and eWallets across 10 countries have signed onto the program, which focuses on transaction security and lowering costs for FIs to provide global payment services integrated into the banking platform already in-use. "By Banking and accounting for U.K. Eedenbul Secures PSD2 License.

Banking 56

Banking Concentration Reconciliations Invoicing 56

Future CFO

FEBRUARY 13, 2023

We onboarded with Docusign to facilitate more secure digital signatures for transactional and legal documents. His other recommendations include: Digitise workflows as much as possible to promote sustainable operations and reduce time spent on manual administrative tasks so the team can concentrate on value-adding activities.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

Future CFO

AUGUST 7, 2023

It covers many aspects of making the right business and ethical choices when adopting AI that organisations often address independently, such as business and societal value, risk, trust, transparency and accountability.

Concentration 52

Concentration Data Analysis Compliance Investments 52

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. The first is the duration of these securities , relative to the duration of the deposit base, with a greater mismatch associated with more risk.

Banking 76

Banking Profit and Loss Securities Investments 76

PYMNTS

AUGUST 5, 2020

Because the expense report was never designed to facilitate real-time visibility into company-wide spend, the current paradigm has left finance and accounting teams struggling to manage and control what can quickly become high-value spend. Singh pointed to one client that experienced a period of rapid growth. ”

SAP 79

SAP Concentration Entertainment Invoicing 79

PYMNTS

APRIL 3, 2019

Security firm UpGuard posted about the news on Wednesday (April 3). One, originating from the Mexico-based media company Cultura Colectiva , weighs in at 146 gigabytes and contains over 540 million records detailing comments, likes, reactions, account names, FB IDs and more.

Concentration 53

Concentration Securities Numbers Accounting 53

The Finance Weekly

FEBRUARY 22, 2023

This includes raising capital, managing cash flow, accurately accounting for business activity, and forecasting future performance. However, they usually lack a strong financial background, and it's essential to have effective finance and accounting support for a business to thrive.

Startups 52

Startups Finance CFO Forecasting 52

PYMNTS

APRIL 9, 2019

Security firm UpGuard posted about the news on April 3. One, originating from the Mexico-based media company Cultura Colectiva , weighs in at 146 gigabytes and contains over 540 million records detailing comments, likes, reactions, account names, FB IDs and more.

eCommerce 57

eCommerce Advertising Concentration Leverage 57

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. Cecelia Frew, SVP of Visa Direct U.S.

Planning 50

Planning Concentration Healthcare Accounting 50

CFO News Room

NOVEMBER 9, 2022

Water scarcity contributes to wildfires, but other problems, too: As the water table drops, the quality of the water degrades, often leading to increasing concentrations of minerals and salts that are expensive to treat or can even make the water unusable. The changes to the natural environment are spurring responses in the regulatory one.

Manufacturing 100

Manufacturing Concentration Nonprofit Planning 100

CFO Share

APRIL 11, 2024

But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Education Auditing 52

The Finance Weekly

JULY 7, 2022

As we make our way into the second half of 2022, another challenging year for risk management and customer sentiment, there are three risks that CFOs need to take into account in order to navigate the market and keep the company ahead of the game. 1) Increased Cybersecurity Risks. 2) Third-Party Risk Management Framework.

Risk Management 52

Risk Management CFO Concentration Securities 52

CFO Simplified

APRIL 15, 2022

How many customers account for 80% of your sales? But it also provides additional security for the company. Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Bring Value through CFO Insights. Rank your customer base.

Concentration 52

Concentration Profit and Loss Sales B2C 52

PYMNTS

APRIL 1, 2019

As Harris noted during the discussion, synthetic fraud essentially centers around creating a person (a fictitious one, in this case) — where bad actors can and do use fake names, Social Security numbers or birthdates, and build credit histories.

Construction 73

Construction Numbers Concentration Securities 73

PYMNTS

OCTOBER 12, 2020

One recent study found that new customer accounts now represent 30 percent of all transactions made online, for example, five times as many as they did prior to the crisis. Failing to properly secure consumers’ online payments can have costly consequences for merchants that are also trying to meet the need for more payment variety.

Concentration 79

Concentration Retail Leverage Entertainment 79

The Finance Weekly

DECEMBER 12, 2021

It's also critical that the data strategy concentrates on a manageable set of use cases. After you've figured out how to use data, you can move on to the data strategy, which should take into account the needs outlined below. If you go above that, your data strategy will become cluttered and unrealistic.

Concentration 90

Concentration Technology Investments Finance 90

PYMNTS

OCTOBER 8, 2019

Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas. The company offers investment planning and equity-linked savings accounts. Of that, logistics holds sway, at just over 29.5 percent, eCommerce at 23.8

Finance 57

Finance Concentration Startups Investments 57

VCFO

NOVEMBER 4, 2022

What’s critical to understand today is that the intensity of the environmental factors we now face is going to be matched by a similarly intense and concentrated period of businesses changing positions along this continuum – some for the better, and some for the worse. With cash, the time to liquidity is instant.

Concentration 76

Concentration CFO Strategic Planning Practice Management 76

PYMNTS

MAY 5, 2020

Issuers may be eying the coming chargeback and dispute storm, but right now, said Quevedo, they’re concentrating on prioritizing claims processing. That’s especially true as people and merchants are scrambling to open new accounts online and conduct know-your-customer (KYC) activities in near real time.

Concentration 83

Concentration Prioritization Entertainment Banking 83

PYMNTS

MAY 13, 2020

Proof is in the spread of platforms, marketplaces and cloud services now available to help freelancers find work, get paid faster, market their “Me-as-a-Service” offering, handle tech or accounting needs, and create work-from-home business lives that rival anything office-based. It’s all turned around rather quickly, pushed by the pandemic.

Concentration 52

Concentration Invoicing CFO Securities 52

PWC UK

OCTOBER 26, 2021

ESMA will identify any difference in basis available between TC and EU CCPs, and model any concentration add-ons. ESMA will be concerned that its analysis and report should also underline, internationally, the strength of its voice for the soundness of EU securities markets and market participants. by Brian Polk Director.

Credit Risk 52

Credit Risk Concentration Banking Marketing 52

PYMNTS

SEPTEMBER 10, 2018

The company’s transparency and frankness serve as a good example to other companies [that] are prone to minimizing the consequences,” Ilia Kolochenko, CEO of the web security firm High-Tech Bridge told Computer Weekly. Credit Unions Eyeing Data Security, Too. “BA’s reaction was very fast. Money Laundering Weaknesses.

Compliance 46

Compliance Concentration Securities Banking 46

The Finance Weekly

AUGUST 27, 2023

Encompassing tasks such as analyzing financial data, creating budgets and forecasts, managing accounting processes, and ensuring tax adherence and regulatory compliance, these advanced solutions empower finance teams to concentrate on strategic decision-making and higher-value tasks. What is Datarails’, FP&A Genius?

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

APRIL 13, 2020

For all that has changed dramatically in the last several weeks due to the coronavirus pandemic, consumers are still looking for the same two core offerings in every transaction, no matter what it is or where it takes place: seamlessness and security. An awful lot of other things have changed all around that core, however.

Securities 129

Securities eCommerce Concentration Accounting 129

PYMNTS

JUNE 20, 2018

Back in the days when financial, payments and government authorities were encouraging the move to chip cards and the secure, low-cost transactions they offered, “most people were still paying in cash,” Byrne recalled. Additionally, the legacy systems cannot always keep up with the impatience of modern consumers.

Concentration 54

Concentration Construction Sales Technology 54

PYMNTS

AUGUST 9, 2019

FinTech investments targeting B2B and corporate services spanned the globe, with particular concentration this past week in SMB lending across India and Europe. Based in Florida, the company is a FinTech payment as a service provider and offers services across a B2B focused hub, spanning accounts payable and receivables. Cybereason.

B2B 46

B2B Accounts Payable Concentration Leverage 46

Future CFO

SEPTEMBER 9, 2019

"When we did our shared service centralisation, we did not look at just accounting, budgeting, and planning. Concurrently, the company concentrated its IT functions in Australia and reducing the number of CIOs to one. Your data centre is no longer behind secured doors. Freedom, speed, agility and being secure.

Finance 52

Finance Budgeting Concentration Technology 52

PYMNTS

JUNE 15, 2017

These solutions span the gamut of B2B payments ’ needs — virtual cards, accounts payable automation and data analytics, to name but a few. But what Bindra says makes Visa’s approach to commercial payments innovation unique is its philosophy for designing and then getting those innovative solutions to market at scale — securely and reliably.

B2B 64

B2B Accounts Payable Concentration Healthcare 64

CFO News Room

NOVEMBER 11, 2022

More appropriately called the concentrated market power of global finance and the multinational corporate structures that dominate the market under the auspices of the hands-off model. And more specifically vulnerabilities linked to the concentrated structure of global production.

Economics 100

Economics Concentration Investments Finance 100

PYMNTS

SEPTEMBER 9, 2016

With the Same Day ACH rollout coming in just two weeks and other faster payments initiatives taking off, financial institutions are taking significant steps to ensure the transition to a faster processing environment, including improving their payment security platforms to keep fraudsters at bay. Security is especially important with emails.

Concentration 40

Concentration Securities Banking Compliance 40

CFO News Room

JANUARY 17, 2023

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Ukraine is also primarily a natural resource producer, especially iron ore, albeit on a smaller scale.

Economics 130

Economics Valuation Treasury Forecasting 130

PYMNTS

APRIL 30, 2018

Most of that spend will be concentrated in the U.S., trillion; on security-related hardware, software and services at 10 percent a year from a 2018 base of $91.4 They’re also using software and cryptographic techniques and permissioned-based networks to digitize and move assets around the world faster and in a secure, compliant manner.

Banking 73

Banking Investments Concentration Accounting 73

Future CFO

MARCH 7, 2021

Wang: The conversation around gender parity in the finance and accounting is often centred around hiring women in senior roles, such as the CFO. Wendy Wang, Group Chief Operating Officer & Group Chief Financial Officer, Tricor. To support women in the workplace, I am a strong advocate for working from home.

Finance 52

Finance SAP Leadership CFO 52

Musings on Markets

MARCH 19, 2022

Consequently, I will concentrate this post on how this crisis is playing out in markets, and the effects it has had, so far, on businesses and investments, and whether these effects are likely to be transient or permanent. Ukraine is also primarily a natural resource producer, especially iron ore, albeit on a smaller scale.

Economics 100

Economics Valuation Treasury Forecasting 100