Tue.Oct 04, 2022

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Ongoing tech investments key to survival: Presidio CFO

CFO Dive

Presidio’s CFO and CTO share their outlook on the return on investment for tech spending, and what’s necessary for a functional tech/finance partnership.

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10 Tuesday AM Reads

Barry Ritholtz

My Two-for-Tuesday morning train WFH reads: • Washout : If the leaders are falling, you know the rest of the bunch already got washed out. Indeed, only 8% of the Nasdaq-100 is above the 200-day moving average. ( Irrelevant Investor ) see also Getting Long-Term Bullish : My general investment philosophy is the more bearish things feel in the short run the more bullish I should be over the long run.

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Trending Sources

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Agility key in tackling economic downturn

CFO Dive

Airbase and Clari CFOs share best practices to meet a challenging business environment.

Economics 300
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Beg, Sell Or Borrow

Global Finance

The first twinges of a credit crunch are hitting companies at the lower end of the corporate food chain. Beef up before the squeeze intensifies.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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BlackRock CFO pick may signal strategy shift

CFO Dive

The CFO shift could indicate a deeper focus on the private equity or high net worth wealth arena for BlackRock, an analyst said.

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More Trending

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C-suite allies needed to tackle automation hesitancy: panel

CFO Dive

An advocacy campaign that highlights important use cases can be a critical enabler. Spotify, for example, packages automation case studies in user-friendly videos.

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#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi

Nerd's Eye View

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich , and the owner of the online platform of the same name that offers financial education content and programs to consumers so they can get refocused on their personal finances and the things they love.

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Building ‘digital trust’ yields 10% revenue growth: McKinsey

CFO Dive

More than four out of five consumers said that before buying a product they want to know in detail how a company safeguards data privacy, according to McKinsey.

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What’s Next in B2B Payments?

FISPAN

An Executive Insight with FISPAN Co-Founder Clayton Weir as he shares more about what users are looking for within bill payments, how FIs can enhance those existing services to stay competitive and the challenges they face when creating these features.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Job openings plummet 10%, implying softer wage pressure

CFO Dive

The labor market — and inflation — may be cooling as the number of available jobs declines and the pool of workers grows.

Numbers 269
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Understanding the Job of a Nonprofit Operations Manager

The Charity CFO

There are more than 1.54 million nonprofits globally. To ensure that a nonprofit runs efficiently, several people work behind the scenes to make things much easier, and one of those people is the operations manager. The operations manager might be the secret weapon of the most successful nonprofits we know. By taking charge of getting things done, an operations manager helps executive directors focus their energy on the strategic big-picture that will move their mission forward.

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PayPal acting CFO’s pay package hints at staying power

CFO Dive

The $2.5 million in equity grants PayPal is handing its interim CFO are part of the kind of package that’s more typically given to long-term CFOs, executive search experts said.

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TreasuryDirect launches its revamped website (sort of)

Tips Watch

The outer shell is new, information is easier to find, more clearly presented. And then … same old, same old. By David Enna, Tipswatch.com If you’ve visited everyone’s favorite financial website — TreasuryDirect.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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FSOC crafts committee for climate-related financial risks

CFO Dive

The FSOC said its new committee will focus on gathering information and analyzing climate-related financial risks.

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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: GXO, Gold & Semis from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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How should you prepare the financial structure for the sale of your company?

One to One

The post How should you prepare the financial structure for the sale of your company? appeared first on ONEtoONE Corporate Finance.

Sales 52
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Three ways a CFO can meet the board’s expectations

CFO Talks

By Staff writer. The relationship between CFOs and the board of directors is crucial to the long-term success of any company. Studies and experts point to these three factors as core to meeting the board’s expectations. . Internal controls are key . “CFOs experience higher turnover rates after their firm has received an adverse opinion by auditors because of internal control weaknesses.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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CFO budget 2023: What’s unlikely to get cuts

Future CFO

When it comes to CFO budget 2023, only 7% of finance leaders plan to cut customer service spending over the next 12 months, said Gartner recently. According to results of a July survey of 234 finance leaders, 21% plan to increase customer spending and 72% to maintain spending, despite economic pressures. In response to inflation, supply chain disruptions, and a tight labor market, CFOs will make trade-offs in spending that affect customer service and support (CSS) leaders, said Sarah Dibble, Dir

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Welcome Marcus Von Kaenel

Focus CFO

Marcus Von Kaenel starts a new journey as Chief Development Officer for FocusCFO.

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Transcript: David McRaney

Barry Ritholtz

The transcript from this week’s, MiB: David McRaney on Belief, Opinion, and Persuasion , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. VOICEOVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.