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Finding the Right Accounting Partner

CFO Plans

When it comes to revolutionizing your financial management, finding the right accounting partner is a critical decision. This introspection will guide you towards the ideal accounting partner that aligns with your unique needs. Look for an accounting partner that values open communication, responsiveness, and proactive problem-solving.

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DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024

Nerd's Eye View

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

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Maximizing Efficiency in Financial Management with SaaS Accounting Software

CFO Plans

One of the most transformative tools available is SaaS-based accounting software. Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. This is particularly beneficial for small businesses and startups that need robust accounting capabilities without the hefty price tag.

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From Russian funds with love: Plan mooted to tap rupee balance in special accounts

CFO News

Russian financial institutions have been negotiating with the Reserve Bank of India (RBI) to use the rupees in special accounts in India for investment in stocks and securities. Currently, 10 Russian institutions, including its largest lender, have registered as foreign portfolio investors (FPIs) with Sebi.

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Make HR your BFF for Financial Workforce Planning

Generation CFO

I recently spent a very enjoyable hour discussing financial workforce planning with Mark White of MHR. I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan.

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IT Security in SMBs

VCFO

Ensuring IT Security in Small- to Medium-Sized Businesses. Here, we take a look at today’s IT risk environment for SMBs, as well as the tools, processes, and services that one organization (vcfo) counts on to ensure their systems and data remain secure. Establishing a Security Baseline. Where are we most vulnerable?

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Transforming accounts payable operations through AI

Future CFO

The outcome is boosted efficiency, increased accuracy, cost reduction, and stronger supplier relationships—a game-changer in Accounts Payable that allows finance leaders to navigate uncertain economic conditions and elections with confidence. This proactive approach enhances security and prevents financial losses.