Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investments 94

Investments Leadership Accounting Practice Management 94

Nerd's Eye View

FEBRUARY 5, 2025

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.

Accounting 93

Accounting Healthcare Planning Investments 93

Future CFO

FEBRUARY 3, 2025

The accountancy profession is at a pivotal crossroads as it grapples with significant challenges going forward, with technological advancements and shifting workforce dynamics in the driver's seat. Yet, rather than replacing accountants, AI redefines their roles, allowing them to focus on strategic decision-making and value creation.

Accounting 64

Accounting Education CFO Finance 64

Future CFO

NOVEMBER 27, 2024

The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles. Manual work is being challenged and companies need to invest in Automation and Digital experience for people to stay engaged," says Pervez.

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

CFO Plans

DECEMBER 16, 2024

Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services.

Accounting 52

Accounting CFO Leadership Prioritization 52

CFA Institute

JUNE 10, 2025

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Wojtek Wojaczek, PhD, is a finance executive, educator, and ecosystem strategist.

Investments 72

Investments Education Leadership Healthcare 72

Global Finance

DECEMBER 27, 2024

Tanzanias socioeconomic transformation drives economic dominance by attracting substantial investments and dominating intraregional trade. Stable democracy, accompanied by critical economic reforms and interventions, has seen Tanzania emerge as a bastion of foreign direct investment (FDI). Outsiders, however, are taking note.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

CFO Share

JANUARY 2, 2025

For years, we have struggled to compete with Bench’s war chest as they invested millions into digital marketing, crowding out small firms like us. But four days before year-end the busiest time of year for accounting firms they ran out of cash and ceased operations. Here’s how it happens.

Startups 52

Startups Accounting Prioritization Securities 52

Fpanda Club

JANUARY 23, 2025

Such tasks as reconciling accounts, monthly closing, preparing financial statements are part of the accounting cycle and are typically managed by accounting departments. This misunderstanding often leads them to make requests that are outside the FP&A scope, such as transactional accounting tasks or detailed data pulls.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

CFA Institute

APRIL 17, 2025

Odiri Oginni, CFA, DBA, is the CEO of United Capital Asset Management, a leading investment firm in Nigeria with more than ₦1 trillion in assets under management. She assumed the role in January 2019 and brings more than 19 years of experience in investment management and financial advisory.

Investments 52

Investments CFO Finance Accounting 52

Global Finance

FEBRUARY 5, 2025

That goal will depend partly on the success of an associated Foreign Direct Investment Strategy aimed at significantly boosting FDI across the board. The goal is for Turkey to account for 1.5% EVs are expected to account for 30% of total auto sales by the end of this year. of global FDI and 12% of regional FDI by 2028.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Corporate Governance & Descriptive 1.

Corporate Finance 119

Corporate Finance Valuation Numbers Finance 119

Global Finance

JANUARY 2, 2025

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. There was a large, continuous increase in write-offs of goodwill in investment in acquisitions.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Global Finance

NOVEMBER 5, 2024

The wider concepts and standards of Sharia-compliant investment by their nature lend themselves well to the sustainability agenda. Investments in alcohol, tobacco or military activities are prohibited anyway because these activities go against the well-being of individuals. Even one of the largest funds in the world, Norway’s $1.6

Finance 116

Finance Communication Economics Investments 116

CFO Talks

JANUARY 8, 2025

Invest in Learning and Development Continuous learning is the backbone of growth. Allowing someone who primarily works in accounts payable to gain experience in forecasting or treasury provides them with a broader understanding of finance operations. It requires you to invest time, energy, and resources into their development.

Finance 52

Finance Budgeting Problem Solving Accounts Payable 52

CFA Institute

FEBRUARY 20, 2025

His research focuses on private equity and venture capital investment, and he has been published in leading academic journals and has been featured in media outlets, including The Financial Times. Paul Lavery, PhD, is an assistant professor of finance at the Adam Smith Business School, University of Glasgow.

Accounting 52

Accounting Investments Finance Leverage 52

Musings on Markets

DECEMBER 11, 2024

I had taken a job as a teaching assistant, almost entirely because I needed the money to pay my tuition and living expenses, and in a subject (accounting) that did not excite me in the least. My Motives for Teaching I was in the second year of my MBA program at UCLA, when I had my moment on grace.

Valuation 125

Valuation Corporate Finance Finance Investments 125

Future CFO

FEBRUARY 2, 2025

Implementation Budget and Costs: The investment (budget and resources) for implementing AI in finance, including technology refreshment, change management towards best practices and training, can be challenging for businesses in APAC, especially for small and mid-market companies.

Accounts Payable 52

Accounts Payable Accounting Invoicing CFO 52

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment. This doesn't necessarily translate to job losses, but rather a shift in required skills.

Finance 69

Finance Communication Leadership Profit and Loss 69

Global Finance

DECEMBER 16, 2024

For example, CBQ developed an application for domestic maids to open accounts through mobile. Hussein Al-Abdulla , a member of the Executive Management team at Commercial Bank is EGM, Marketing & Alternative Investments. AI can be expensive, so how does the cost impact return on investment?

Banking 105

Banking Finance Leverage Technology 105

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 64

Investments Marketing Securities Economics 64

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Planning 98

Planning Compliance Advertising Investments 98

CFO Talks

DECEMBER 3, 2024

Tools like cloud accounting systems, AI-driven financial analysis, and automated reporting not only reduce costs but also improve efficiency and accuracy. Invest in areas that drive sustainable growth. Instead, look for cost-saving opportunities in non-core areas, like back-office functions.

CFO 84

CFO Financial Analysis Invoicing Economics 84

CFO Talks

NOVEMBER 29, 2024

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

Finance 98

Finance Profit and Loss CFO Leadership 98

Future CFO

DECEMBER 29, 2024

Giselle Arellano-Geronimo , vice president and head of Finance, Accounting, and Procurement at Shearwater Health , emphasises that successful CFOs can resonate with various stakeholders and foster a culture of continuous learning essential for implementing transformative changes.

Finance 98

Finance Compliance Data Analysis Leadership 98

The Finance Weekly

JANUARY 5, 2025

Finance AI chatbots provide this by: Answering FAQs about loans, interest rates, or account management. Ideal for financial institutions, this tool offers finance AI chatbots capable of handling everything from account management to personalized financial advice. Higher initial investment. Pros Handles high interaction volumes.

Finance 52

Finance Budgeting Financial Data Forecasting 52

CFO Talks

MAY 2, 2025

How CFOs Are Turning Treasury into a Strategic Growth Engine If youre still treating your treasury function like a glorified savings account, youre leaving strategic valueand hard cashon the table. What Every CFO Needs to Lead On Smart investment strategy starts with asking: Whats the purpose of this money? Thats not a strategy.

Treasury 52

Treasury CFO Profit and Loss Benchmarking 52

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Future CFO

JULY 14, 2025

Investment activity is picking up as inflation moderates, according to a recent study by accounting, audit, and advisory network Moore Global. This same trend was observed in investment levels for the coming year, prompting positive scores that were recorded unanimously across this pillar of the Thrive Index.

Investments 52

Investments Auditing Education Technology 52

CFO Dive

JUNE 23, 2025

But as time goes on, companies are going to continue to invest in technology, as well as in AI governance, security, and risk management. They are investing in using AI to not just gain efficiency but create more value for their organizations by predicting trends and identifying and mitigating emerging risks from this rapid transformation.

CFO 224

CFO Risk Management SAP Compliance 224

Global Finance

JUNE 9, 2025

Regional Winners Most Innovative Bank in Central and Eastern Europe| AKTIF INVESTMENT BANK Aktif Investment Bank, Turkey’s largest privately owned inves tment bank, has applied AI to boost internal bank processes. Tatra banka’s aim was to extract information, dates, and account amounts.

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

The Finance Weekly

OCTOBER 30, 2024

It’s really a strategy for handling the money coming in and going out of an organization, making sure there’s enough liquidity to pay bills, invest, and handle any unexpected expenses. One of the major trends in this space is the ability to connect bank accounts seamlessly, providing real-time visibility into your financial status.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

Global Finance

JUNE 9, 2025

By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. Employees no longer need to provide personal information and bank account numbers to their employers by email or paper.

Compliance 59

Compliance Banking Economics Leverage 59

CFO Talks

NOVEMBER 29, 2024

This opportunity allowed me to audit clients like the South African Revenue Service and South African Tourism, as well as manage accounts for Mastercard South Africa. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO 95

CFO Auditing Leadership Finance 95

The Charity CFO

APRIL 29, 2025

Build a Strong Leadership Team with Financial and Operational Accountability Behind every financially sound nonprofit is a leadership team that doesnt just care about the missionbut also owns the outcomes. But if youre ready to invest the time, this team will absolutely deliver. Its not enough to delegate tasks and hope for the best.

Leadership 83

Leadership Accounting Nonprofit CFO 83

Global Finance

JUNE 9, 2025

Another innovation is CashPro Capital Markets Insights, which is the first integrated capital markets experience available in a treasury mobile app, offering access to investment-grade secondary bond pricing alongside treasury information. Virtual accounts can be linked to physical accounts within BNY and payments are reflected in real time.

Treasury 59

Treasury Cash Management Financial Analysis Credit Risk 59