CFO Dive

NOVEMBER 1, 2022

Handing over the reins of compliance programs to finance executives can curb risks, according to the Institute of Management Accountants.

Compliance 313

Compliance Finance Accounting 313

CFO News Room

NOVEMBER 1, 2022

Damage estimates from Hurricane Ian are as high as $60 billion. That doesn’t include the revenue businesses will lose due to closures, power outages, and other disaster-related problems. The Small Business Administration (SBA) offers several types of disaster loans to help businesses recover from disasters. The funds can help cover operating expenses or repairs to your facilities.

Profit and Loss 130

Profit and Loss Economics Accounting Planning 130

CFO Dive

NOVEMBER 1, 2022

Dentsply’s internal North America probe didn't find evidence of intentional wrongdoing or fraud but did find some former senior managers violated the company’s code of ethics.

CFO 274

CFO 274

CFO News Room

NOVEMBER 1, 2022

Executive Summary. Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary. Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 130

Planning Investments Accounting Numbers 130

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

Accounting Firms

CFO Dive

NOVEMBER 1, 2022

Although manufacturing flagged in October, robust demand for workers suggests that the economy has not begun to slow enough to meet the Federal Reserve’s 2% inflation goal.

Marketing 261

Marketing Manufacturing 261

CFO Dive

NOVEMBER 1, 2022

Supply chain challenges, material shortages and rising costs are leading automakers to reduce sales expectations following lukewarm quarterly results.

Sales 144

Sales 144

CFO News Room

NOVEMBER 1, 2022

The Institute for Supply Management’s Manufacturing Purchasing Managers’ Index fell to 50.2 percent in October, slightly above the neutral 50 level. October is the 29th consecutive reading above fifty. Still, the level is down sharply from the March 2021 peak, suggesting the manufacturing sector was essentially unchanged for the month (see the first chart).

Manufacturing 130

Manufacturing Economics Investments Marketing 130

Barry Ritholtz

NOVEMBER 1, 2022

Today and tomorrow the Federal Reserve will hold its 7th Federal Open Market Committee meeting of the year. It is given that we will see a 75-basis point increase Wednesday, but what gets said about the meeting on December 13-14 is even more important. The hopes are the Fed indicates a slower pace of rate increases, perhaps as low as 50 basis points in December.

Restructuring 124

Restructuring Banking Marketing 124

CFO News Room

NOVEMBER 1, 2022

A traveller waits for an Uber rider at Midway International Airport on May 09, 2022 in Chicago, Illinois. Uber plans to cut spending and hiring in an attempt slow the company’s plummeting stock price, which is down nearly 50 percent for the year. . Scott Olson | Getty Images. Check out the companies making headlines in midday trading Tuesday. Uber – Shares of Uber jumped 12% after the company reported revenue that exceeded Wall Street’s expectations.

Foreign Exchange 130

Foreign Exchange Profit and Loss Budgeting Advertising 130

Advertisement

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

Accounting

Tips Watch

NOVEMBER 1, 2022

Fixed rate for Series EE Savings Bonds soars from 0.1% to 2.1%; doubling period remains at 20 years. By David Enna, Tipswatch.com The U.S. Treasury announced this morning it is raising the fixed rate of the U.

Treasury 107

Treasury Investments 107

Barry Ritholtz

NOVEMBER 1, 2022

My Two-for-Tuesday morning train WFH reads: • Fed Seen Aggressively Hiking to 5%, Triggering Global Recession : Survey of economists sees 75 basis-point hike, then slowing Three-quarters say the Fed will err by doing too much. ( Bloomberg ) see also Cash-Rich Consumers Could Mean Higher Interest Rates for Longer Buoyed by pandemic-fueled savings, consumers and businesses are proving less sensitive to tighter credit—complicating the Fed’s job. ( Wall Street Journal ). • Revenge of the Dow : Chang

Leverage 105

Leverage Startups Investments Marketing 105

CFO News Room

NOVEMBER 1, 2022

CURT NICKISCH: Welcome to the HBR IdeaCast from Harvard Business Review. I’m Curt Nickisch. It’s an issue that’s received time, attention, and money, but there haven’t always been results to show for it. We’re talking about the share of women and women of color in leadership ranks in business. Even today, women make up just around 6% of chief executives of the top 3000 companies in the United States.

Leadership 100

Leadership Construction Budgeting Planning 100

CFO Selections

NOVEMBER 1, 2022

Every so often, one of my non-profit clients will see a small windfall in unrestricted funds, such as a large gift or bequest, proceeds on the sale of an asset, or loan forgiveness. Wanting to protect funding for mission-driven programs into the future, some will start discussing the possibility of setting up an endowment. But this begs the question: What exactly is an endowment, and are they always the best thing to do?".

Sales 98

Sales 98

Advertiser: Paycor

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.

CFO News Room

NOVEMBER 1, 2022

Yves here. I doubt that many among our readers hold central banks in high esteem, save perhaps the researchers and data compliers who soldier away and provide useful information and even sometimes provocative analyses. Americans who were paying attention, and it was quite a lot of us even though we continue to be ignored, saw clearly that the banks got ginormous bailouts while little people got at best crumbs and at worst, foreclosures.

Banking 100

Banking Economics Foreign Exchange Leverage 100

CFA Institute

NOVEMBER 1, 2022

How do stocks -- specifically sectors and factors -- perform during times of war?

Performance Measuring 93

Performance Measuring Risk Management Economics Investments 93

Focus CFO

NOVEMBER 1, 2022

"When it's known that a CEO is sensitive to feedback, it squashes all new ideas and tends to attract employees who are 'yes' people, making it difficult to get differing opinions. That can have a negative impact on culture and the ability to attract top talent, which can create major issues for companies.". — Jeff Semple, Area President. Jeff Semple, FocusCFO Area President for Northeast Ohio, and Cheryl McMillan, master chair of Vistage Northeast Ohio spoke with Smart Business Magazine about th

52

52

Future CFO

NOVEMBER 1, 2022

Organisations need to equip managers on how to connect hybrid knowledge workers to corporate culture, said Gartner recently. According to results of a survey of 3,900 hybrid/remote knowledge workers by the advisory firm, 60% of hybrid knowledge workers report their direct manager is one of the top two influences on their connection to organisational culture.

Communication 52

Communication Accounting 52

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.

Accounting

The Reformed Broker

NOVEMBER 1, 2022

Final Trades: Pharma, Chevron, Uber & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

52

52

Nerd's Eye View

NOVEMBER 1, 2022

Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mindy Crary. Mindy is the owner of Creative Money, an independent RIA based in Seattle, Washington, that offers a unique 12-month financial planning engagement – or as Mindy puts it on her homepage, “financial planning that doesn’t suck” – which has allowed her firm to work with nearly 400 client households just this year.

Planning 52

Planning Compliance Investments Numbers 52

The Reformed Broker

NOVEMBER 1, 2022

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Fintech Earnings Week – SoFi is out, stock is rallying. ?The Dow is Back – The Dow had it’s best month since January 1976. ?November FOMC – Can they really let us think they are about to chill.

Finance 52

Finance Investments Marketing 52

CFO News Room

NOVEMBER 1, 2022

Walter Russell Mead is the Ravenel B. Curry III Distinguished Fellow in Strategy and Statesmanship at Hudson Institute, the Global View Columnist at The Wall Street Journal and the James Clarke Chace Professor of Foreign Affairs and Humanities at Bard College in New York. . He is also a member of Aspen Institute Italy and board member of Aspenia. Before joining Hudson, Mr.

Budgeting 100

Budgeting Economics Securities 100

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.

Finance

CFO News Room

NOVEMBER 1, 2022

The vast majority of Americans need life insurance. But with so many different insurance policies and providers , how can you find the right life insurance policy for you and your family? Sproutt Insurance is trying to help by putting a unique spin on the insurance application process. Sproutt doesn’t sell its own insurance policies – they’re an online marketplace that uses technology to match you with the right insurance provider.

Accounting 130

Accounting Planning Technology 130