CFO News Room

FEBRUARY 5, 2022

Thanks to the SECURE Act , most non-spouse beneficiaries can stretch the distributions out over a decade. Under the SECURE Act rules, most non-spouse beneficiaries have up to 10 years to fully disperse all funds in an inherited Roth IRA. Post-SECURE Act, most beneficiaries will have to withdraw all funds within a 10-year period.

Accounting 130

Accounting Securities Planning 130

Nerd's Eye View

NOVEMBER 8, 2023

In addition, instead of grouping client expense categories as either essential (e.g., Social Security or a defined-benefit pension), maximizing these pieces of the retirement income puzzle could give clients more confidence to spend. housing and food) or discretionary (e.g., housing – interior art).

Prioritization 82

Prioritization Entertainment Planning Finance 82

Future CFO

JANUARY 17, 2022

This year’s awards feature nearly 40 shortlisted nominations in 18 awards categories that recognise Leadership Practice, Business Leadership, Operational Excellence or Technology Innovation. PCS Security and Facility Services Limited. International SOS. McDonald's Hong Kong. Metro Pacific Dumaguete Water Services Inc. Personiv Manila.

SAP 98

SAP Leadership CFO Finance 98

Nerd's Eye View

AUGUST 28, 2023

Finally, there is a category of tasks that involves tying up some loose ends that may remain after the conversion. Good-Til-Canceled or Good-Til-Date orders) for non-mutual-fund securities will be canceled and will need to be re-ordered after the conversion. Additionally, any open trade orders (e.g.,

Accounting 93

Accounting Securities Planning Practice Management 93

PYMNTS

DECEMBER 10, 2020

Many millennials are looking for flexible yet responsible ways to pay for specific purchases in categories like clothing, electronics and furniture. Consumers using a novel payment method still want to make purchases quickly and securely, without being bogged down in fine print. To learn more, download the report.

Budgeting 96

Budgeting Finance Securities Planning 96

PYMNTS

NOVEMBER 13, 2020

Peter Brandt said on Twitter that the Securities and Exchange Commission would have declared XRP a security if it “understood cryptos,” per Cointelegraph. Since its founding in 2012, Ripple has received funding totaling $293.8 Its frictionless blockchain payments platform enables users to send money around the world. .

Startups 102

Startups Currencies B2B Securities 102

PYMNTS

DECEMBER 18, 2020

CVC" stands for "convertible virtual currency" – a category of digital products that can serve as currency. In addition, ransomware attacks and associated demands for payment, which are almost exclusively denominated in CVC, are increasing in severity.". Bitcoin is a popular example.

Treasury 141

Treasury Currencies Securities Banking 141

The Finance Weekly

NOVEMBER 8, 2022

That is why we put together a list of the best software in each category of the finance department that keeps all of the important factors in mind: • Most bang for your buck. • Here are the 7 best finance software solutions broken down into different categories: 1) Accounting. Low implementation times. Number of integrations.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

CFO News Room

FEBRUARY 2, 2022

Going forward, the network of participants and the number of use cases could continue to see rapid growth, giving cryptocurrencies in this category plenty of further upside. Categories include smart contract platforms , media and entertainment (metaverse) , DeFi , and infrastructure applications. . DISCLOSURES. Futures Contract Risk.

Concentration 130

Concentration Investments Securities Currencies 130

PYMNTS

DECEMBER 23, 2020

1 for the finance category by Dec. Only four days later, it had gone to the top of the charts in the overall category. How do we make that really simple, really secure and really fast? 9, it had skyrocketed to No. 1 overall, and has stayed there since. Beyond that, on Apple’s App Store , Google Pay hit No.

Finance 79

Finance Securities Retail 79

Nerd's Eye View

SEPTEMBER 4, 2023

Onramp Invest, the platform that aimed to solve the challenges of cryptocurrency investing for financial advisors, was acquired by Securitize, a platform specializing in blockchain-based tokenization of private market investments, suggesting that advisors' interest in recommending digital assets for their clients – already limited during previous (..)

Startups 88

Startups Technology Investments Planning 88

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g., One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance.

Compliance 90

Compliance Advertising Invoicing Communication 90

PYMNTS

MAY 19, 2020

Gass also noted that the company reported positive digital sales growth in all of its categories. The retail executive said home was the most formidable category, with digital sales rocketing over 50 percent for the quarter. billion secured facility and managed its inventory receipts “meaningfully lower.”

Retail 94

Retail Sales Planning Securities 94

PYMNTS

SEPTEMBER 27, 2020

The collaboration will involve “limited tests with a small portion of Target.com guests in two product categories to evaluate the efficacy of the Sezzle platform for Target’s retail operations.”. The release stresses that the pilot is only temporary for now, and doesn't mean there will be any permanent partnership going forward with Target.

Leadership 120

Leadership eCommerce Retail Planning 120

PYMNTS

OCTOBER 21, 2020

T-Mobile said it will look to provide investment backing for companies developing new technologies and products in four different areas, including security, “edge compute,” the future of work and industrial IoT.

Startups 83

Startups Communication Investments Securities 83

The Charity CFO

MARCH 27, 2024

Generally, this includes having specific funds or categories where nonprofit revenue is allocated. For example, a food bank has a category for donations restricted to purchasing food for the bank. The money in this category, therefore, is only used to purchase more food for patrons.

Nonprofit 40

Nonprofit Accounts Payable Compliance Invoicing 40

Spreadym

FEBRUARY 12, 2023

If we add financial indicators to operational data, such as cost and revenue items per product category and a production unit, then we will get not just a matrix at all, but a multidimensional data model. You can read more about granular security here.

Financial Analysis 52

Financial Analysis Manufacturing Strategic Planning Construction 52

PYMNTS

SEPTEMBER 24, 2020

The category has also been moved by the late August announcement that Discover and Car IQ, a California FinTech, have partnered to create a payment platform for v-commerce payments beginning with automotive fleets. This implies, says The Motley Fool , that Tesla’s upcoming subscription service won’t be cheap.

Risk Management 99

Risk Management Technology Securities Accounting 99

PYMNTS

JULY 23, 2020

40%: Share of ATMs that run on Windows XP, which no longer receives security upgrades from Microsoft. 10: Number of categories of livestreaming shows on Popshop. $3M: 72%: Increase in FinTech app usage in Q1 2020. 50%: Decline in automated teller machine (ATM) use since the beginning of the COVID-19 pandemic.

Technology 66

Technology Banking Retail Securities 66

PYMNTS

AUGUST 10, 2020

As we have gotten our arms around how to reopen the economy in the face of an active pandemic, more retail categories have been able to return to partial or full operations,” Mark Sigal , CEO of Datex Property Solutions, told GlobeSt.com.

Retail 78

Retail Securities 78

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g., One of the most intimidating aspects of launching a solo advisory firm is the question of how to manage compliance.

Compliance 91

Compliance Advertising Invoicing Communication 91

PYMNTS

MAY 22, 2020

Categories like sporting goods and bicycles, fabrics and crafts, toys, the stay-at-home categories, networking [equipment], really took off … definitely we do see a positive impact from the checks.”. “I think it helped,” Furner told The First Trade, Yahoo! Finance ’s morning market preview show.

Sales 84

Sales Retail Nonprofit Economics 84

Nerd's Eye View

MARCH 15, 2023

Basic cyber hygiene comprises 2 general categories – creating a layered digital security structure (e.g., a combination of technology and series of steps) and overseeing risk management on an ongoing basis (e.g.,

Risk Management 81

Risk Management Securities Accounting Planning 81

PYMNTS

MARCH 2, 2020

The hacker exploited a misconfigured security firewall to breach the system and covered her tracks so well that Capital One did not notice the issue for three months. The cloud security space needs to completely rethink its options if such strong systems can still be breached. Traditional Cloud Security Measures Are Not up to Snuff .

Securities 89

Securities Leverage Banking Technology 89

VCFO

AUGUST 16, 2023

Other business categories viewed as being more easily disposed to money laundering activity include real estate, art, luxury goods, charities, insurance, and cryptocurrency. A recent example involving a well-established and growing business within one of the aforementioned categories illustrates this vulnerability.

Compliance 87

Compliance Banking Risk Management Currencies 87

PYMNTS

DECEMBER 29, 2020

Securities and Exchange Commission's suit against Ripple and two of its executives. The CEIB has reportedly put forward the idea that bitcoins be considered under the “intangible assets” category. In other news, OKCoin has opted to halt XRP trading and deposits on the platform effective Jan. 4, 2021, according to a post.

Currencies 93

Currencies Economics Finance Securities 93

PYMNTS

NOVEMBER 2, 2020

Bridge millennials also are more affluent, another category of shopper that has eluded Walmart. Fifteen years later, Prime’s 150 million members globally have access to same-day, one- or two-day shipping on most of the items sold on its marketplace, and many more products and categories. Prime members in the U.S. Take sporting goods.

Healthcare 98

Healthcare Retail Sales Pharmaceutical 98

PYMNTS

OCTOBER 12, 2020

Traditional channels for choosing the right security solutions include searching through hundreds of companies on Google, attending trade shows and conferences or dealing with constant cold calls and cold emails from security company sales reps,” said Armistead Whitney , CEO of Apptega , which recently launched CyberXchange.

B2B 83

B2B Securities eCommerce Healthcare 83

Centage

OCTOBER 26, 2023

FP&A technology may be a category of its own, but the best FP&A software will integrate seamlessly into an up-to-date tech stack. FP&A software tools also need to be technologically up-to-date to ensure security. Also, for an application to be secure it must be built to modern standards.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

JANUARY 28, 2021

Squarespace announced that it had applied for a confidential registration to go public with the Securities and Exchanges Commission (SEC), a release says. The brief press release doesn't constitute an offer to sell and doesn't mean there's any offer to buy securities on the table.

Planning 64

Planning eCommerce Securities Investments 64

PYMNTS

MAY 28, 2020

To prevent this, a new category is emerging around the area of online reputation management , with a luxury automaker among the latest brands to embrace the technology. 45%: Share of merchants that have begun adopting mobile wallets or contactless security. 50% : Share of U.S. 40%: Portion of U.S.

Technology 56

Technology Retail Securities 56

CFO Talks

JULY 27, 2023

The value of any security is the present value of future cash flows. S2 also requires firms to disclose emissions under three different categories. The IFRS Foundation also works with the International Organisation of Securities Commissions, a group representing many of the world’s stock exchanges.

IFRS 98

IFRS Benchmarking CFO Communication 98

PYMNTS

DECEMBER 18, 2020

According to Finicity, the move extends its leadership in providing direct data access through the use of APIs to the FinTech category. The access will allow Brex customers to link accounts to apps that use Finicity’s secure data network.

Leadership 97

Leadership Financial Data Leverage Banking 97

PYMNTS

OCTOBER 21, 2020

Demand for refurbished products has surged, and by securing exclusive rights to inventory sold directly from the most popular manufacturers, eBay is changing the way people shop this category," said Jordan Sweetnam , senior vice president and general manager for eBay's North America market. eBay announced on Wednesday (Oct.

Manufacturing 76

Manufacturing Budgeting Prioritization Securities 76

PYMNTS

MARCH 31, 2020

MatchMove’s LightSpeed solution won top honors in the category “Best Payments Innovation of the Year” in the 4th Payments and Cards Awards 2019 held in Mumbai, India. Shopmatic said it helps business owners increase their sales by accessing new markets through online channels and point-of-sale solutions.

eCommerce 67

eCommerce Leverage Securities Sales 67

PYMNTS

APRIL 15, 2020

Eight of 13 major categories showed decreases in the report, some dramatic, especially considering that enforced retail closures checked in around mid-month in most states. The panic buying at grocery stores cannot offset the retrenchment in spending that we will see in other categories.”. Clothing stores dropped 50.5 percent. “In

Numbers 52

Numbers Sales Retail Benchmarking 52

PYMNTS

APRIL 15, 2020

The FTC says the top categories of these scams entail travel and vacation-related items, online shopping and bogus text messaging, along with “all kinds of imposters.” According to the FTC, there have been 18,235 reports of fraudulent activity or fraud attempts related to the coronavirus since Jan. In total, people have lost $13.44

Concentration 86

Concentration Healthcare Numbers Securities 86