Tue.Jan 03, 2023

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I Bonds: A not-so-simple buying guide for 2023

Tips Watch

By David Enna, Tipswatch.com After a year of raging-high demand, where do we stand today on U.S. Series I Savings Bonds? Are they still an appealing asset? Are they a worthy investment for 2023?

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CFOs to combat downturn with more automation

CFO Dive

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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Observations to Start 2023

Barry Ritholtz

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

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IRS delivers ‘crucial guidance’ on 15% minimum tax

CFO Dive

The interim guidance gives tax preparers some key directions for interpreting the 15% Corporate Alternative Minimum Tax. But more questions remain, experts say.

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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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#FA Success Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services, With Sue Chesney

CFO News Room

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Sue Chesney. Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support for data entry i

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A Key Lesson in Education Policy: You Don’t Make Peace with Termites

CFO News Room

For most of the last century, the “progressives” have been taking over the nation’s education system at every level. Pick any teacher, professor, or administrator and the chances are high that he or she is utterly dedicated to the Leftist project of replacing our liberal (in the true sense of the word) society with their vision of a properly regulated one.

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How GCs can prevent universal proxy cards from disrupting strategy

CFO Dive

The impact of the SEC’s new director voting system remains to be seen, but a legal leader’s role in consensus-building is clear.

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Tesla, Wynn, Traeger, Amazon and more

CFO News Room

Tesla charging stations at a car showroom in the morning light. The expansion of the charging infrastructure is still not progressing as desired. . Jan Woitas | Picture Alliance | Getty Images. Check out the companies making headlines in midday trading. Tesla – Shares of Tesla shed 13% after the company announced fourth-quarter vehicle deliveries that fell short of Wall Street’s expectations.

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SAP Business ByDesign Versus Sage Intacct

Navigator SAP

Each business and its processes are different. So, it’s unlikely that the same management software will be appropriate for all businesses. This is why developers came up with the idea of designing enterprise resource planning (ERP) software that responds to the unique needs of a business while staying on budget.

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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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Think you have it bad?

The Reformed Broker

If you’re a financial advisor or a fund manager and you weren’t down 20% last year, you won, basically. The S&P fell into a 20% bear market while the Nasdaq crashed almost 40%. Bonds were down double digits as an asset class. International stocks, while outperforming the US and not down as much, were still down a lot. Except for Turkey, which inexplicably doubled last year – here’s the TUR ETF, The post Think you have it bad?

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The World According to Tom Cotton

CFO News Room

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.

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Accounting for Natural Disasters: Impairment, Insurance, and More

Embark With Us

Hurricane Ian. Relentless wildfires in the west. Floods, earthquakes, and drought. As much as we hate to say it, we're not lacking for natural disasters these days, and relief doesn't appear to be on the horizon.

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Chewy Looks to Open More Automated Fulfillment Centers in Drive to Control Costs

CFO News Room

Online pet retailer. Chewy Inc. plans to open more automated fulfillment centers in 2023 to control costs and raise efficiency, which could help the company repurpose certain capital spending, its finance chief said. . The Plantation, Fla.-based company, which sells equipment, food, medication and other products for pets , in 2020 opened the first of these centers in Jessup, Pa., followed by one in Belton, Mo., in 2021 and another in Reno, Nev., in August.

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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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The top 7 FP&A trends for 2023

Jedox Finance

Financial planning and analysis (FP&A) is evolving into a whole new area of influence with cross-departmental and cross-dimensional impact. Accurate, frequent, and integrated business planning is crucial as geopolitical tensions, worldwide inflation, and supply chain disruption continue to reshape the global economy. We have identified 7 FP&A trends that are top of mind here at Jedox and with our customers and Partners around the world.

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Limiting Capabilities Due to Excel Formula Learning Curves for Businesses

Centage

For decades, Microsoft Excel has been one of the most popular business tools for companies everywhere. Businesses across industries use spreadsheet formulas daily to accomplish a diverse task range, from cost accounting to bookkeeping to project management. Many companies have come to depend on Excel formulas so much that they use them when other software programs can perform job functions more accurately and efficiently.

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India, ADB sign $1.2 billion loan agreements for infrastructure projects

CFO News

India, ADB sign $1.

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NaaS Technology announces new CFO

Future CFO

NaaS Technology Inc., an electric vehicle charging service providers in China, recently announced the appointment of Alex Wu as CFO. The appointment will be effective Jan 15, 2023, according to the Nasdaq-listed company. Wu has also been appointed the president of the company and will join its board of directors with the same effective date. He has been the company's interim CFO since October 1, 2022, NaaS said.

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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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CBI seeks info on 10 more Videocon loans

CFO News

The CBI, which had arrested Chanda, her husband Deepak Kochhar and Videocon group chairman VN Dhoot last month, stumbled upon the new loans during its ongoing probe into the six loans amounting to ₹1,875 crore sanctioned between June 2009 and October 2011, the people told ET on condition of anonymity.

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Future of planning and performance management

Future CFO

Good planning and performance management is ‘mission critical’ to any organisation, but do the current models work in volatile times? ACCA and CA ANZ, in association with PwC, spoke to 3,000 global finance professionals to find out. This report, The Planning and Performance Paradigm, explains the evolution needed. The post Future of planning and performance management appeared first on FutureCFO.

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'No govt stake deal in Vodafone Idea until promoters infuse enough cash'

CFO News

Officials told ET that the promoters - Vodafone Plc of UK and the Aditya Birla Group - have indicated a willingness to infuse around Rs 2,000-3,000 crore in the telco, which is inadequate to revive the company.

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Why Wall Street is Bearish on 2023

The Reformed Broker

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: ►2023 Targets – Wall Street is going into the year the majority of strategists predicting muted gains or outright losses for the S&P 500. ►Dotcom Bubble Stocks – “Where are they now?

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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.

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Banks go big on financing green energy

CFO News

The outstanding bank loans to the sector have grown at over 100% year-on-year, indicating momentum in underwriting renewable energy loans. According to Reserve Bank of India data, outstanding bank loans to this sector more than doubled to ₹4,191 crore at the end of October 21, 2022, as compared with ₹2,073 crore a year back.

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Clips From Today’s Halftime Report

The Reformed Broker

Final Trades: Johnson & Johnson, Goldman Sachs, Chubb from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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NCLT restrains Reliance Capital administrator from presenting Hinduja's belated plan before CoC

CFO News

The administrator says it is duty-bound to present all plans before CoC which is in the process of verifying if the plans are compliant. Administrator to appeal against the order with NCLAT. Torrent's counsel tells the count that rules cannot be abandoned for value maximisation.

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#234 – The Mysteries of Dollar Creation and the Future of Money

Strategic Treasurer

Episode 234. The Mysteries of Dollar Creation and the Future of Money. As a strategic treasurer, you need to be aware and alert. There are signs of what’s ahead all around. Are you seeing the signs? In this episode, Host Craig Jeffery interviews Todd Yoder , Global Director of Treasury at Fluor Corporation , on the long-term and short-term asset liability match and the impact of inflation.

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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.