Barry Ritholtz
MAY 1, 2023
I have been a reader of Jamie Catherwood’s Investor Amnesia since it launched. It is always filled with interesting reminders from the past. Investor Amnesia is a wonderful reminder that we tend to forget that which came before. Ray Dalio put it even more starkly, noting that nothing is truly unprecedented , and we tend to use that word to refer to those things we have not experienced in our lifetimes.
CFO Dive
MAY 1, 2023
Generative AI improved customer service at a Fortune 500 company by prompting less experienced staff to adopt the best practices of their most talented co-workers.
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Barry Ritholtz
MAY 1, 2023
My back-to-work morning train WFH reads: • The Fed Has No Good Options. The Risk of a Misstep Is Growing. The Federal Reserve is struggling to cool inflation further without damaging the economy. The easy part is over. ( Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. ( Wall Street Journal ) • How Druckenmiller Does It: He Hates To Lose : Drucke
CFO Dive
MAY 1, 2023
Many finance leaders now have a “quick-trigger game plan in place should another domino fall,” according to Jack McCullough, founder and president of the CFO Leadership Council.
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Global Finance
MAY 1, 2023
High interest rates are forcing CFOs to leave no stone unturned in the search for working capital.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Global Finance
MAY 1, 2023
A slow process of switching from physical to digital trade documentation appears to be speeding up.
CFO Dive
MAY 1, 2023
JPMorgan’s agreement to buy the failed bank’s assets once again raises questions of the health of the banking ecosystem, particularly shining a light upon regional banks.
CFO News
MAY 1, 2023
Only when women CFOs are given the opportunity to excel in their roles can they truly demonstrate their capabilities and move the industry forward.
CFO Dive
MAY 1, 2023
Automating accounting processes is like irrigating your financial garden.
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Strategic Treasurer
MAY 1, 2023
Episode 251 Fraud in a Changing Treasury Landscape Episode 2: Do You Know Who Is Accessing Your Banking Information? Criminals are always looking for the path of least resistance. When your company strengthens its defenses, new weak links are found and explored. In this episode, Craig Jeffery and Omri Kletter continue the discussion on some of the key findings that came out of the Treasury Fraud & Controls 2023 Survey.
Nerd's Eye View
MAY 1, 2023
Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that robo-advisor Betterment entered into a $9M settlement with the SEC for misrepresenting its tax-loss harvesting practices in its client agreements and marketing materials compared with its actual practice
CFO News
MAY 1, 2023
Gross GST collection in April 2023 is all-time high, Rs 19,495 crore more than the next highest collection of Rs. 1,67,540 lakh crore, in April 2022," said a release from the finance ministry.
Future CFO
MAY 1, 2023
As generative AI continues at a breakneck pace, organisations need to act now to formulate an enterprise-wide strategy for AI trust, risk and security management (AI TRiSM), said Gartner recently. There is a pressing need for a new class of AI TRiSM tools to manage data and process flows between users and companies who host generative AI foundation models, the advisory firm noted.
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.
CFO News
MAY 1, 2023
The IMF report said that India and China, the two largest emerging market economies of the Asia-Pacific are expected to contribute around half of global growth this year, with the rest of Asia and Pacific contributing an additional fifth.
Tips Watch
MAY 1, 2023
Traveling again? Of course. By David Enna, Tipswatch.com For most of last week, I was stressing out about today, when I will be leaving for South America for a tw0-week-plus trip. It wasn’t the travel that had me stressed.
CFO News
MAY 1, 2023
Economists worldwide are evenly divided on the prospects for the economy, with equal shares of 45 per cent finding a global recession this year likely or unlikely, but India figures among the economies most likely to benefit from supply-chain changes, a survey showed on
Capital CFO LLC
MAY 1, 2023
Introduction to Branding The Cambridge Dictionary defines branding as “the act of giving a company a particular design or symbol in order to advertise its products and services.” This, unfortunately, is […] The post The Power of Branding: A Guide for Business Owners & Startups appeared first on Capital CFO+.
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.
CFO News
MAY 1, 2023
The OMCs, on their part, are concerned that the equity infusion proposal could impact their share prices, market valuation and market perception.
Cube Software
MAY 1, 2023
What is financial forecasting? Financial forecasting is a specific process where businesses take financial data from the past, apply it to the current business environment, and aim to make predictions about a company’s future financial outcomes.
CFO News
MAY 1, 2023
The United States Treasury warned that the government could run out of cash to pay its bills as soon as June. The Treasury Secretary Janet Yellen sent a letter to Congress informing that the agency will be unable to meet U.S. government payment obligations by early June, urging Congress to raise the debt limit.
Cube Software
MAY 1, 2023
What is strategic planning? Strategic planning is the process used to allocate resources, set goals, and identify risks and opportunities.
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.
CFO News
MAY 1, 2023
Utilisation rates for IT companies mean the percentage of their employees working on active projects. This metric had significantly dropped for them in the past few quarters.
Cube Software
MAY 1, 2023
5 budgeting best practices for busy FP&A teams There's a lot of advice out there about creating a budget.
CFO News
MAY 1, 2023
Max Healthcare Institute has lodged a suit against TPG, the owner of Care Hospitals, in the Bombay High Court after the private equity firm favoured Blackstone’s offer over Max’s bid. The hearing is set to begin 3 May and Max Healthcare is claiming breach of their term sheet agreement over a “specific performance” clause. Max Healthcare has also claimed that their own offer was "shopped around to Blackstone despite a non-disclosure and exclusive agreement.
CFO News
MAY 1, 2023
Mehta said that if commodity prices fall, Hindustan Unilever will pass on the benefit to consumers. The company has not indulged in profiteering despite raising prices over the last two years and will not use its profit pool to start a price war as that would be self-destructive. Historically, 65%-70% of HUL's growth has come from volume and the rest from price, but the trend will reverse as prices start reducing.
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