Bramasol

SEPTEMBER 10, 2023

This new blog post in our ongoing series about the Digital Solutions Economy™ (DSE) looks at how new developments in Artificial Intelligence (AI) are impacting the ways that companies deploy and manage subscription-based, usage-based, entitlements, ratable, bundled, and other DSE offerings.

SAP 91

SAP B2C B2B Microsoft Office 91

CFO News Room

DECEMBER 3, 2022

A client of Luis’s, let’s call him Charlie, a senior executive reporting directly to the CEO, was recently given feedback that despite his outstanding performance, his colleagues struggled to work with him. As consultants and executive coaches to high-performing executives, we see this frequently. You don’t know how.

Problem Solving 130

Problem Solving Prioritization Planning Marketing 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Healthcare Accounting 130

Future CFO

DECEMBER 5, 2022

So given the capabilities and responsibilities, it is easy to conclude that a CFO is a necessary member of the leadership team. This time around, we reached out to Jeremy P.M. What follows is a dialogue on the rationale for hiring a fractional CFO, as well as tips on how to recruit one. How can a fractional CFO help?

CFO 98

CFO Profit and Loss Cash Flow Forecasting Leadership 98

E78 Partners

JULY 13, 2023

Data-driven IT due diligence refers to the systematic process of evaluating and analyzing the technology infrastructure, systems, and capabilities of a target company before making an investment or acquisition. IT Due Diligence with E78 Partners At E78, we understand that due diligence is not a one-size-fits-all approach.

Compliance 52

Compliance Leverage Technology Investments 52

CFO News Room

NOVEMBER 5, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

PYMNTS

OCTOBER 8, 2020

As cloud technologies emerge to help financial institutions (FIs) drive digital innovation, Finastra has introduced its Fusion Payments To Go offering for small and medium-sized banks. By adopting Vault, we unlock new possibilities to deliver a seamless banking experience that will inevitably help us reach more customers.”. “By

Technology 120

Technology Banking Startups Finance 120

Nerd's Eye View

JANUARY 17, 2023

Matt is the founder & CEO of PFI Advisors, a consulting firm based out of Redondo Beach, California, that assists wirehouse advisors with the operational transition support they need to break away, and trains and consults with the COOs – the Chief Operating Officers – of independent RIAs to better build their own infrastructures, processes, (..)

Planning 52

Planning Technology Investments 52

PYMNTS

JANUARY 13, 2021

Citi has named Shahmir Khaliq as its new head of Treasury and Trade Solutions (TTS), according to an internal memo from Paco Ybarra , global head of Citi’s Institutional Clients Group (ICG), which noted that the appointment is effective immediately.

Treasury 52

Treasury Education Cash Management Economics 52

PYMNTS

SEPTEMBER 2, 2020

Once we had that pain point of limited in-person contact, it really … got credit unions thinking and moving into action,” Snider said. Clients still need to manage their financial lives — paying the babysitter, buying groceries, giving graduation gifts and more. Tapping Into Touchless Payments Preferences.

Banking 89

Banking Securities Technology 89

VCFO

DECEMBER 3, 2021

As we have celebrated our 25 th anniversary this year, we have also looked back at leadership practices that helped to make it possible. It is very easy for leaders to get caught up in processes, tasks, and daily fires, but consistently prioritizing and developing people is what matters most for sustained success.

Leadership 60

Leadership Prioritization Communication Finance 60

Finvisage

AUGUST 29, 2022

Just when we thought that recovery from the supply-chain disruptions of the pandemic were on the horizon, shocks emanating from the Russia-Ukraine war and covid-lockdowns in China continued to sustain supply shortages. So how can companies get out of this sticky situation? Comparison of GDP growth before and after pandemic.

Treasury 52

Treasury Risk Management Banking Economics 52

Bramasol

DECEMBER 13, 2021

As we near the end of yet another tumultuous year and acknowledge that even the best predictions do not always align with how reality unfolds, it is still a good opportunity to look ahead at some of the key trends that are most likely to have big impacts on 2022.

SAP 52

SAP Compliance Profit and Loss IFRS 52

CFO News Room

JANUARY 3, 2023

You heard right, we are both here today and we’re doing something a bit different. CURT NICKISCH: We’ve gone back and picked out some of our favorites from the year to revisit because we think they’re worth listening to. And this is a pretty good analogy for how stories work. CURT NICKISCH: Not there is, right?

Leadership 100

Leadership Math Healthcare Planning 100

PYMNTS

NOVEMBER 26, 2019

The AP automation technology field, however, continues to press ahead with identifying those cost saving and revenue generating opportunities for business clients. ’ “AP and AR automation are critical pieces of the overall equation to solve our clients’ enterprise-wide cash flow management needs,” he added. .’

Accounting 64

Accounting Accounts Payable B2B Reconciliations 64

The CFO College

APRIL 8, 2021

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.”

CFO 52

CFO Benchmarking Tax Planning Accounting 52

Future CFO

SEPTEMBER 7, 2021

These two executives shed light on the challenges facing finance executives in SEA and how they could address those issues. How are these challenges different from those facing professionals globally? FutureCFO: How should SEA’s finance professionals address those challenges? Pulkit Abrol, Director, ASEAN ANZ, ACCA.

Finance 52

Finance Leverage Investments Compliance 52

Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. I’ve been back and forth for a while and then we had the pandemic hit.

Mergers and Acquisitions (M&A) 84

Mergers and Acquisitions (M&A) Investments Finance Technology 84

PYMNTS

SEPTEMBER 4, 2019

“Given the uncertain economic outlook, it is critical that more efficient, stable and sustainable trade finance channels are created to spur global growth and development,” the ADB’s Trade and Supply Chain Finance head Steven Beck said in a statement. HSBC and we.trade.

Finance 57

Finance Banking Compliance Startups 57

PYMNTS

MAY 29, 2020

We have deep dives on Main Street’s digital shift, ATM innovation and PPP loans. How are CUs utilizing videoconferencing capabilities on interactive teller machines (ITMs) to maintain their branch operations during the pandemic, and how is biometric technology helping them offer more secure, quicker and touchless ATM services?

Banking 52

Banking Healthcare Retail Treasury 52

PYMNTS

JANUARY 14, 2020

On a conference call with investors following the announcement, Visa CEO Al Kelly said that “Plaid opens up new market opportunities by significantly expanding Visa’s network capabilities,” adding that Plaid provides “a terrific platform for extending” Visa’s integrated payment solutions and value-added services. Delving Into The Numbers.

Financial Data 63

Financial Data Banking Accounting B2B 63

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Customer success — The service levels available and how convenient the implementation process is. Key features — The top features each platform is known for or has invested in.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 20, 2020

Going for a few weeks with no daily sales because social-distancing rules have forced them to close their doors is simply not a sustainable solution for these firms. The majority of firms we talked to in our most recent survey of SMB owners believe that what’s happening now will mark a change in how they do businesses going forward.

Sales 70

Sales Retail Securities Economics 70

Future CFO

SEPTEMBER 21, 2020

In the previous article, The evolution of accounting – before and during COVID-19 , Dr Josh Heniro , senior director, Southeast Asia and Australasia, Institute of Management Accountant , shared his views on how accounting has been changing prior to COVID-19. It frees up time in the day to work with clients in a more effectively.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

JANUARY 20, 2017

So the problem we’re solving for big consumer brands who go direct to consumer is helping them use their data to enhance the brand and the relationship.”. For us, that’s the ultimate arbiter of whether you’re helping a retailer build a sustainable business. We’ve created a platform that solves all three.”.

Retail 49

Retail Advertising Marketing Leverage 49

CFO News Room

JANUARY 16, 2023

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. The ESG Response To Russia. I don’t believe that either assumption is realistic.

Investments 130

Investments Economics Concentration Construction 130

PYMNTS

MARCH 20, 2017

It’s the end of the world as we know it … or is it not? One company that’s looking to help move the needle for those who enjoy autonomous living is Ukraine-based 3-D house printing company, PassivDom. In the case of a future apocalypse, it may be worth investing in a home with autonomous capabilities.

Construction 40

Construction Manufacturing Concentration Transportation 40

CFO News Room

MARCH 28, 2022

I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers , while doing close to nothing for the businesses and investors it claims to help, and even less for society. The ESG Response To Russia. I don’t believe that either assumption is realistic.

Investments 130

Investments Economics Concentration Construction 130

The Charity CFO

APRIL 6, 2022

Why is it so hard for nonprofits to find the help they need? From choosing a fundraising software to getting financial advice to finding a grant writer, nonprofits struggle to find good help. So how did a former VP at Goldman Sachs end up serving nonprofits? And what can the for-profit world learn from the nonprofit world?

Nonprofit 52

Nonprofit Education Budgeting Accounting 52

Barry Ritholtz

MAY 9, 2023

He’s been with Goldman for 25 years and helps oversee over $2.5 So how do you then go from tax and audit practice to finance and investing? It’s just, hey, that’s how these people talk in their chosen specialty. Just the average intensity level, integrity level, capabilities. Very different fields.

Investments 113

Investments Banking Advertising Finance 113

Barry Ritholtz

OCTOBER 31, 2023

He, he really sees all sides of, of the elephant and is capable of describing it in a way that I thought was both fascinating and, and informative. Tell us a little bit about the firm’s history and how it’s evolved over the past a hundred years. How do you define liquid alts? When did you join Wellington?

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

DECEMBER 6, 2022

And we discussed everything from their Founder-Run Companies ETF, I love the stock symbol BOSS, to Lithium, to Covered Call writing within Nasdaq and S&P Wind power, just on and on. Discuss that background and how does that lead up to a career in ETFs? RITHOLTZ: And where are we now? BERRUGA: You know, great question.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MAY 30, 2023

In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. RITHOLTZ: I like that, I like a tale, we tend to learn more from our mistakes than we do from our successes, but we’ll circle back to that in a bit.

Economics 56

Economics Education Profit and Loss Math 56

PYMNTS

OCTOBER 13, 2020

In a panel discussion with Karen Webster, six payments, banking and FinTech executives weighed in on the very nature of change that is transforming treasury banking and corporate clients in real time. There’s the need to manage and protect and sustainable growth. And, ‘Do we have the resources to do it? Flexibility Is Key.

Treasury 76

Treasury Banking B2B Reconciliations 76