Wed.Oct 12, 2022

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FASB votes for fair-value crypto fix

CFO Dive

The FASB’s tentative decision Wednesday is an important step toward providing an answer to the crypto valuation question companies and other stakeholders have been clamoring for.

Valuation 290
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10 Wednesday AM Reads

Barry Ritholtz

My mid-week morning train WFH reads: • Pulling the curtain back: what do millionaires invest in? On average, respondents hold 53% of their portfolio in equities. Home bias shows 83% of their stocks are U.S. stocks. Only 10% hold any assets in hedge funds, venture capital, or private equity, but conditional on doing so, they allocate 13% of their portfolio to these funds. ( Alpha Architect ). • The Last Time the Fed Created a Recession.

Education 117
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Trending Sources

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Recession to start this quarter: Fannie Mae

CFO Dive

Rising interest rates are undercutting economic growth and increasing the risk of a financial crisis in coming quarters, according to Fannie Mae economists.

Economics 268
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The Making of An Executive Director

The Charity CFO

In most industries, you work your way up through the ranks, learning from those who came before you. But in nonprofits, it doesn’t always work that way. A founder can often find themselves sitting in the Executive Director’s chair without any prior management experience, or even an idea of how the organization needs to run. And that’s the experience that Miki Reynolds had when she took over the reins of her organization, Grid 10.

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Planning Your Restaurants Path to Profitability

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

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Global hazards outstrip corporate risk preparations

CFO Dive

Less than half of respondents rated their companies’ approach to risk-management as “mature” or “robust,” according to the report.

More Trending

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Layoff upswing doesn’t dampen labor market

CFO Dive

The uptick in layoffs and downturn in hiring is still not enough to cool a stubbornly red-hot labor market.

Marketing 281
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Add Value To Client Relationships And Uncover New Goals By Asking: “What’s Possible Now?”

Nerd's Eye View

Prospective clients often approach a financial advisor because they have a problem. Perhaps they are approaching retirement and do not know whether their current path is financially sustainable, or maybe they have a complicated equity compensation problem to sort through. But after this initial problem is solved, long-term goals are discussed, and a financial plan is implemented, what comes next?

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Tripadvisor swipes Noom CFO

CFO Dive

Mike Noonan will leave the weight loss app to take the financial helm of the travel company following Ernst Teunissen’s retirement.

CFO 258
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Boaz Weinstein: Live at Bloomberg Invest!

Barry Ritholtz

I will be discussing “Whales, Tails & Fails” with B0az Weinstein at Bloomberg Invest at 1:00 pm. I’ll post it when the video goes live if you miss the stream. The post Boaz Weinstein: Live at Bloomberg Invest! appeared first on The Big Picture.

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How Automation is Driving Efficiency Through the Last Mile of Reporting

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

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The Truth About Banking and Payments – AFP 2022

Strategic Treasurer

The Truth About Banking and Payments. Regional Bank Forum. Reserve Your Seat. Payment Changes, Challenges, and Opportunities. This forum is a premier event providing bank executives an opportunity to network over a great lunch and discuss opportunities and challenges facing our industry. Craig Jeffery of Strategic Treasurer and Jacob Aruldhas of ECS Fin will be facilitating a dialog on how regional banks can strategically address an unparalleled level of change in the payment landscape.

Banking 52
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Transcript: Michael Levy

Barry Ritholtz

Transcript: Michael Levy. The transcript from this week’s, MiB: Michael Levy, CEO of Crow Holdings on Commercial Real Estate , 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. ~~~.

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OCBC Bank announces new CFO

Future CFO

OCBC bank has announced the appointment of Goh Chin Yee as the new CFO. Goh, 57, will replace the current CFO Darren Tan who became the CFO in 2011 and recently opted for retirement. Goh’s appointment will take effect from Nov 1. Goh joined the bank as a management trainee in 1988 and was named head of group audit in 2013, having stints across different divisions in the bank including corporate planning, investment research, asset management, risk management, and global treasury, OCBC Bank said.

CFO 52
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Embedded Treasury Symposium – AFP 2022

Strategic Treasurer

Embedded Treasury Symposium. Corporate Symposium. Reserve Your Seat. Rethinking Bank Relationship: Extending Workflows in ERP Solutions. Join us for a pre-conference event where Strategic Treasurer and Citi present some of the latest research on corporate treasury and finance. This symposium is an opportunity to both learn new insights as well as explore further areas of research in need of study. .

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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What Are Net Assets?

The Charity CFO

Since nonprofit organizations don’t profit from the money they make , the accounting processes for nonprofits look somewhat different than for-profit companies. And one of the key differences is that nonprofits talk about net assets rather than net income or equity. Net assets aren’t a complex topic to understand. It’s mostly a difference in terminology in nonprofit accounting vs. for-profit accounting.

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Evolving Treasury Payments – AFP 2022

Strategic Treasurer

Evolving Treasury Payments. Corporate Luncheon. Reserve Your Seat. Navigating a Complex Landscape: 2022 Global Payments Survey Highlights. Join us for a corporate luncheon event where Strategic Treasurer and Corpay present some of the latest research on corporate treasury and finance. This luncheon is an opportunity to both learn new insights as well as explore further areas of research in need of study.

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G2 Awards Cube 20 Badges Including Leader and Fastest Implementation (Fall ‘22)

Cube Software

2022 has been a really exciting year at Cube. Following high G2 rankings in Spring and Summer and a successful fundraising round , we’re happy to continue this upward trajectory with 20 badges in G2’s fall rankings. We were awarded 20 badges this fall across multiple categories.

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The Growth You’re Missing – AFP 2022

Strategic Treasurer

The Growth You’re Missing. Regional Bank Forum. Reserve Your Seat. Pathways to New Profits: Cool Tools and Standout Services. This forum is a premier event providing bank executives an opportunity to network over a great lunch and discuss opportunities and challenges facing our industry. Craig Jeffery, Managing Partner, will be facilitating a round-table discussion focusing on how regional banks are differentiating working capital solutions to compete with the giants.

Banking 52
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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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CFO Insights: Why ESG is important to the CFO

Future CFO

* Editor's note: This article is co-produced by Sukhpreet Kaur. The Accenture report, CFO Now: Breakthrough speed for breakout value , noted that colleagues across the enterprise are looking to the CFO to ensure that the company appropriately mitigates risk by addressing security and environmental, social and governance (ESG) challenges. Bur mitigating isn’t and shouldn’t be the only metric for which an organisation seeks to understand, and even capitalise on, the opportunities that ESG presents

CFO 52
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Data-Driven Treasury – AFP 2022

Strategic Treasurer

Data-Driven Treasury. October 23 | 10:30 AM EDT (Brunch). RSVP. Join us for our provider brunch on Sunday at AFP 2022 Philadelphia, Inside the Mind of Treasurers: 10 Major Thoughts Impacting Activity. Please RSVP for this event by filling out the form. Space is limited. Date. Sunday, October 23, 2022. Time. 10:30 AM – 12:00 PM EDT. Where. AFP 2022 in Philadelphia.

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What are the metrics to measure a company’s financial transparency?

Proformative

The question is about financial reporting transparency: What are the possible.