Mon.Apr 10, 2023

article thumbnail

Is your finance team ready for ESG?

CFO Dive

ESG mandates will require a strategic approach that takes into consideration areas previously far outside the CFO remit – from supply chain to human resources and engineering.

Finance 130
article thumbnail

Revolutionizing Advice – April 19th!

The Reformed Broker

A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips. Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

SVB shareholder suit cites KPMG’s ‘silent’ audit

CFO Dive

The new SVB shareholder lawsuit shines a light on KPMG’s February audit that effectively gave the bank a clean bill of health about two weeks before its collapse.

Auditing 258
article thumbnail

Rethinking Retirement Planning Outcome Metrics

CFA Institute

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Planning 130
article thumbnail

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

article thumbnail

Matillion CFO: Melding operational, finance skills can boost decision-making

CFO Dive

Pairing operational and finance skills can help prepare CFOs to make better decisions and to eventually take on broader roles, newly-minted Matillion CFO and COO said.

CFO 257

More Trending

article thumbnail

Auvik adds private equity vet as CFO in C-suite shakeup

CFO Dive

The IT management company is at an "inflection point" as it adjusts to being owned by a private equity firm and evolves to meet customer demand, its new CFO says.

CFO 257
article thumbnail

Help Wanted!

Barry Ritholtz

Nonfarm payrolls came out Friday, and once again they impressed with their underlying strength: 236,000 new workers were added in March, with February NFP revised upward to 326,000, as the unemployment rate fell to 3.5%. But there remains nearly two job opening for each unemployed worker, and despite rising wages, lots of decent positions remain unfilled.

article thumbnail

Tax executives expect higher rates of audits, disputes: EY

CFO Dive

Tax jurisdictions worldwide are stepping up scrutiny of businesses as they prepare to enact a 15% global minimum corporate tax next year, according to respondents to an EY survey.

Auditing 141
article thumbnail

Leading by example: Must have skills for new age CFOs

CFO News

Today's CFOs must possess a diverse set of skills to meet the demands of the job. This article explores these skills by the experiences and events of the chief financial officers of Netflix, Apple, Microsoft, AirBnB, Volkswagen, Tesla, Mastercard, Coca-Cola, as the author describes them through their experiences.

105
105
article thumbnail

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

article thumbnail

Key considerations for CFOs when exploring convertible debt

CFO Dive

As companies look to raise capital or refinance debt in a higher interest rate environment, one option more CFOs are considering is convertible debt.

141
141
article thumbnail

Navan’s Modern Approach to Duty of Care

CFO Leadership

There are dozens of reasons to encourage employees to book travel and manage expenses through a single, centralized travel and expense platform. However, one aspect that is often overlooked is the duty of care. The definition of duty of care is an organization’s moral obligation and legal obligation to monitor the safety and well-being of its employees.

article thumbnail

Is now the time to trust AI while facing market volatility?

CFO Dive

CFOs can drive long-term growth despite market volatility with focused efforts and strategic tools.

Marketing 130
article thumbnail

Highlights From The 2023 T3 Advisor Conference

Nerd's Eye View

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-pres

article thumbnail

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.

article thumbnail

Tax heat on offshore online gaming companies

CFO News

The Directorate General of GST Intelligence has discovered 38 online gambling and betting portals that are based in Cyprus, Mauritius, and the Cayman Islands, and have not paid GST. The crackdown has found that some entities pose as fantasy gaming platforms and are being used to launder money abroad by high-net-worth individuals, celebrities, and social media influencers.

96
article thumbnail

Webinar- De-mystifying SAP’s Subscription Management Solutions

Bramasol

In this webinar you will learn about several tools SAP has to help companies manage subscription plans and models. You will hear from SAP BRIM expert, Navneet Bal, about SAP Subscription Billing, Subscription Order Management and Sales and Distribution and gain insights into key decision factors for picking the right one for your business model. If you plan to implement a new business model based on subscription, consumption, usage or outcome models and need guidance on picking the optimal tool,

SAP 95
article thumbnail

How ChatGPT is Changing the Way You’ll Use Power BI

Collectiv

The New York Times quickly dubbed ChatGPT “the best AI chatbot ever released,” and it reached 1 million users within five days of its initial launch. By January 2023, its user base had grown to a whopping 100 million. While AI-powered chatbots are nothing new, ChatGPT is capable of “understanding” queries and mimicking human language patterns in a way that other AI chatbots have never been able to.

article thumbnail

Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

In today’s rapidly evolving dental industry, practice owners and Dental Service Organizations (DSOs) face numerous challenges in managing patient care, ensuring compliance, and maintaining profitability. As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead.

article thumbnail

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.

article thumbnail

888: Accelerating in the Controlled-Growth Lane | Paolo Poma, CFO, Lamborghini

CFO Thought Leader

Paolo Poma is uncertain how many times he met with bankers and investors during the first 6 months of 2009. The steady string of phone calls and conference rooms that once demanded the management of Ducati Motors Holding’s rapt attention, Poma tells us, have now blurred into a single, heart-pumping conversation. “I had to go in front of them and calculate for how long we were going be able to service the debt and comply with covenants without breaking any rules—despite the plummeting markets,” e

CFO 52
article thumbnail

Future built firms generate returns 3x greater than those of S&P 1200

Future CFO

Future built firms generate shareholder returns almost three times higher than those of S&P the 1200 , with two-thirds of the value created coming from revenue growth, said Boston Consulting Group (BCG) recently. However, only 6% of companies are currently future built, BCG pointed out. BCG said it surveyed 725 C-suite members to understand how their companies are building — or have built — more than 50 different capabilities in five areas that previous research has shown are fundamental to

article thumbnail

Top of Mind KPIs, ESG Investments & Marathons | Paolo Poma, CFO, Lamborghini

CFO Thought Leader

CFO GUEST: Paolo Poma of Lamborghini CFO Paolo Poma: [00:00] 80% of the time as to be dedicated to internal reporting Action Plan steering the company adjust 20% to external reporting. That is important because the added value comes from internal steering, which are the main KPIs, we check off course profitability, on p&l level return on sales on balance sheet level return on investment.

CFO 52
article thumbnail

Free Trade Agreement negotiations are going on with United Kingdom, EU and Canada: Nirmala Sitharaman

CFO News

This confirmation comes at a time when a recent report suggested that the FTA talks between the two countries are suspended over the UK's failure to denounce vandalism by Khalistsupporters outside the Indian High Commission in London last month.

52
article thumbnail

The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

article thumbnail

Organizational plans: a quick primer (with examples)

Cube Software

Every finance team needs a strong plan.

article thumbnail

Make globalization more transparent: Finance Minister Nirmala Sitharaman in US

CFO News

Responding to a question, she said, India has shown very clearly, its initiative is working out well in pursuing with countries and agreeing to have Free Trade Agreements (FTA) with them.

Finance 52
article thumbnail

#248 – Becoming a Treasurer Series, Part 27: Languages of Finance: Accounts Receivable

Strategic Treasurer

Episode 248 Becoming a Treasurer Series, Part 27: Languages of Finance: Accounts Receivable What problems arise when treasury and accounts receivable misunderstand each other? In this episode, Craig Jeffery and Jason Campbell jump back into the Languages of Finance sub-series to discuss some of the common terms you need to know in order to work together effectively.

article thumbnail

Reliance Capital lenders cancel today's auction

CFO News

According to sources, the bidders who have confirmed their participation in the second round of auction are IndusInd International Holdings Ltd (IIHL) of Hinduja Group, Torrent Investment and Singapore-based Oaktree. The major concern of the bidders is the compliance of resolution plans with the Insolvency and Bankruptcy Code (IBC) and Request for Resolution Plan (RFRP), guidelines, as in the first round of auction, the Hinduja Group firm submitted the bid post-auction.

article thumbnail

Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.