Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. I want my classes to be meaningful, impactful and profound, but I also want them to be fun.

Corporate Finance 89

Corporate Finance Valuation Finance Financial Analysis 89

Future CFO

APRIL 3, 2023

Gartner’s analysis of talent’s role in delivering an autonomous finance function is driven in part by the changing nature of finance staff. By 2026, AI and automation will result in 50% of all new employees hired by top-performing corporate finance functions having backgrounds other than finance or accounting, Gartner predicted.

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Finance Corporate Finance Education CFO 52

CFO Talks

OCTOBER 25, 2023

This role, which has nine associated competencies, is oriented towards the best practices of the finance function itself. Key competencies include staff planning, project management, and corporate finance. With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

CFO Thought Leader

NOVEMBER 7, 2023

For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A). It seems that regardless of whether a finance executive has been involved in one deal or 40, they are usually able to quickly share a takeaway or two.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Corporate Finance Healthcare 52

Future CFO

MAY 2, 2023

Deloitte FutureCFO spoke to Mike Polaha , senior vice president for finance solutions and technology at BlackLine , for his take on how CFOs and other finance leaders can improve the odds of successful transformation. What are the primary objectives of finance transformation?

Finance 52

Finance Benchmarking Leadership Communication 52

Future CFO

SEPTEMBER 17, 2023

The job of managing a corporation’s cash flow typically falls to its FP&A team and its Chief Financial Officer (CFO). Corporate Finance Institute According to the Association of Finance Professionals , many of the skills that make FP&A a strategic partner to the business lead well into the skills that make the CFO a trusted advisor.

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Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

PYMNTS

JULY 26, 2019

According to reports, the acceleration in bank switching among SMBs followed education and awareness efforts. “It accountancy group the Corporate Finance Network slammed the the Bank Referral Scheme, as the program is called, saying it is “a harmful policy that generates so much cost and bureaucracy.”. Earlier this year U.K.

Banking 43

Banking Corporate Finance Education Accounting 43

PYMNTS

SEPTEMBER 25, 2018

According to the report, “ The Shifting Landscape of Finance ,” data is at the heart of the chief financial officer’s role. ” It’s a matter of time and comfort level, he noted, and as more CFOs use these solutions, awareness and education will likely spread. ”

Prioritization 67

Prioritization Corporate Finance Education Finance 67

CFO News Room

DECEMBER 16, 2022

They also often guide major life events, like saving for retirement or a college education. Many finance professionals are among the highest-paid workers in the world. Of course, your salary will depend on several factors, including your experience, education, and the company you work for.

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Finance Budgeting Compliance Financial Analyst 130

Regent Assay

OCTOBER 8, 2021

This transaction demonstrates Regent Assay’s expertise and track record in the software and education technology sectors. Regent Assay has over 30 years’ experience in advising companies, providing Corporate Finance services ranging from company sales and divestments, acquisitions, capital financing, advisory services and valuations.

Healthcare 52

Healthcare Compliance Corporate Finance Valuation 52

CFO Leadership

OCTOBER 10, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. However, they still have a place in corporate finance and accounting. LLMs are already reshaping the productivity landscape across the business world, including finance and accounting departments.

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Finance Accounting Auditing IFRS 95

PYMNTS

JANUARY 24, 2020

Corporate finance professionals are split on the future of the U.S. corporations expect the U.S. Separate research from TD Bank released last week, meanwhile, revealed half of corporate treasurers are not predicting an economic recession this year. “You Combining Tech With Education.

Economics 52

Economics Education Corporate Finance CFO 52

CFO Thought Leader

APRIL 5, 2024

Still, unlike the case with many of his CFO peers, Alt’s job titles and promotions fail to expose the breadth of his corporate finance career. From his earliest days roaming corporate corridors, Alt has benefited from what evades most finance career-builders for decades: boardroom access. “My

CFO 52

CFO Leadership Healthcare Finance 52

CFO News Room

JANUARY 11, 2023

Some jobs require higher education and expertise, but many entry-level positions don’t require previous experience. Budget analysts must also understand the ins and outs of corporate finance and be able to work with large amounts of data. These institutions vary significantly in terms of size and services offered.

Banking 130

Banking Financial Analyst Budgeting Investments 130

CFO Leadership

OCTOBER 18, 2023

This makes them versatile tools in various fields such as education, customer service, and even creative writing. However, they still have a place in corporate finance and accounting. LLMs are already reshaping the productivity landscape across the business world, including finance and accounting departments.

Finance 52

Finance Accounting Auditing IFRS 52

PYMNTS

OCTOBER 5, 2017

In corporate finance, automation changed the game. RPA and other digital tools are quickly becoming indispensable to the corporate finance industry as the pressure for accounting and financial professionals to accomplish more with fewer resources and less time is constantly on the rise,” stated Tayeb.

B2B 43

B2B Corporate Finance Accounting Auditing 43

PYMNTS

AUGUST 8, 2019

But when it comes to cash flow management, data empowers corporate finance executives to not only understand their cash positions and which payment tool will be most efficient and strategic when paying any given invoice — data is also key to looking forward.

Accounts Payable 57

Accounts Payable Accounting B2B Reconciliations 57

PYMNTS

APRIL 5, 2016

Money20/20 Europe is in full swing, and the event is wasting no time discussing the year’s most imminent topics in corporate finance. Saxo Payments reportedly decided to focus on one in particular with the release of a new whitepaper outlining the pain points of cross-border payments in the world of B2B.

Foreign Exchange 40

Foreign Exchange Corporate Finance B2B Education 40

Castle Corporate Finance

JUNE 28, 2021

Peter Drucker, 20 th century educator, writer and early contributor to modern day business management practices summed up leadership rather concisely we think when he said “management is doing things right; leadership is doing the right things”. Followers no longer obey you because you’re their boss, they engage because THEY want to.

Leadership 52

Leadership Education 52

PYMNTS

JANUARY 9, 2017

Electronic invoicing company Exchange released research last year that found that, while 94 percent of corporate professionals are considered to have at least medium saving potential for their firms, businesses have significant barriers to actually make the jump to eInvoicing.

B2B 45

B2B Invoicing Corporate Finance Accounting 45

CFO News Room

NOVEMBER 14, 2022

On a personal note, Penny is an advocate for the advancement of women in the financial services industry, and public education. She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. She currently sits on the Board of her alma mater, the Macaulay Honors College at CUNY.

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Practice Management Planning Leadership Communication 130

PYMNTS

AUGUST 4, 2017

At the end of the day, a seasonal business is going to have to make an educated guess as to how much product they will fundamentally need.”. So there is a surge in cost of fulfillment operations of all of the inventory that they have to bring on-board in order to meet the demand.

eCommerce 49

eCommerce Finance Education Investments 49

CFO Talks

MARCH 14, 2024

CFOs can support ongoing education and exposure to new trends and technologies, ensuring that the organization remains agile and responsive to changes in the market. Continuous Learning and Adaptation: Finally, fostering an environment of continuous learning and adaptation is critical for sustaining innovation.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Generation CFO

JANUARY 5, 2022

When Aidana first started her role at HousingAnywhere in 2018 after working for IBM, Converse (now Nike) and other American corporates, finance at HousingAnywhere was rather at an ‘infant stage’, especially with regard to processes and/or structures. . Mozart is her go-to music for relaxation and stress relief.

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Finance Budgeting Corporate Finance Accounting 197

PYMNTS

APRIL 1, 2016

But if the financial services sector is going to actually service its corporate clients, then it must acknowledge that checks will remain in the mix — at least for the foreseeable future. “It Bank’s head of receivables solutions for treasury management. The B2B payments space, on the other hand, not so much.

B2B 41

B2B Accounts Payable B2C Banking 41

CFO Thought Leader

JUNE 4, 2023

Even today, Dayton Kellenberger marvels at his good fortune in having landed inside the corporate finance department of Coleman Company. jb Vendavo | www.vendavo.com | Denver, CO The post 904: Becoming a Catalyst for Growth | Dayton Kellenberger, CFO, Vendavo appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

CFO 52

CFO Corporate Finance Manufacturing Problem Solving 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. What is a risk free investment? Why does the risk-free rate matter?

Investments 80

Investments Currencies Treasury Hurdle Rate 80

PYMNTS

FEBRUARY 20, 2020

The move is meant to bolster insightsoftware’s financial planning capabilities on a corporate level. Longview is based in Toronto, and it helps CFOs and corporate finance teams to lead using software that aids in consolidation, planning, reporting of taxes and analytics from data collection.

Construction 52

Construction CFO Corporate Finance Education 52

The Finance Weekly

JULY 31, 2023

In a recent webinar sponsored by Datarails , the FP&A solution for Excel users, three distinguished finance leaders came together to discuss the impact of AI on corporate finance. They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

CSC Advisors

MAY 30, 2022

Often, they will display their work history, education, licenses, and any other background information on their website. We specialize in corporate finance advisory work and can help you meet your business goals. Otherwise, you can ask them for more information during your interview.

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Budgeting Tax Planning Construction Corporate Finance 52

PYMNTS

SEPTEMBER 2, 2020

The spreadsheet is the bane of many corporate finance professionals' existence. For accounting and treasury management departments, the spreadsheet's drawbacks can lead to detrimental impacts on corporate bottom lines. With the spreadsheet, there are too few restrictions that leave the window of opportunity for errors wide open.

Finance 72

Finance Problem Solving Corporate Finance Treasury 72

The Finance Weekly

MARCH 22, 2022

A powerful trend in corporate finance in recent years has been a more dynamic approach to FP&A referred to as “Intelligent FP&A” (IFP&A). However, fully grasping the concept of IFP&A is no easy task given the typical poor approach finance leaders have in teaching and defining it to their subordinates.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Corporate Finance Analyzing Data 52

Barry Ritholtz

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. So your undergrad at Harvard, where you major in classics and you list your activities as quad Wiffle ball and Tequila Tuesday, which doesn’t strike me as you take it very seriously. And that kind of did work.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

PYMNTS

JANUARY 10, 2019

“We’re using data analytics to look for anomalies in different areas of risk, such as fraud risk or revenue-recognition areas,” said Jerry Ravi, a partner at auditing and accounting firm EisnerAmper LLP, in a survey recently released by the Financial Education & Research Foundation.

Finance 74

Finance Risk Management Auditing Accounting Standards 74

Barry Ritholtz

APRIL 11, 2023

ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. So you discuss on how all this adds up to a puzzle of corporate finance that you enjoy untangling. It’s not corporate finance. I found our conversation to be absolutely fascinating.

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Valuation Education Finance Investments 115

Planful

SEPTEMBER 13, 2016

We provide career development resources and unbiased content and established and administer the Certified Treasury Professional and Certified Corporate FP&A Professional credentials, which set standards of excellence in finance.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Education Benchmarking 40