CFO Dive

OCTOBER 3, 2022

In this article, we'll go over both approaches to budgeting so you can pick the one that works best for your business.

Budgeting 244

Budgeting 244

The Reformed Broker

OCTOBER 3, 2022

I’m going to tell you a quick story in the order in which it happened. You were there. You will be familiar with the sequence of these events. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times. The tail end of a decade of uninterrupted asset price appreciation for the top decile of.

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Barry Ritholtz

OCTOBER 3, 2022

Click for audio. I sat down with Jon Luskin of Bogleheads to record episode #18: We focus on the cognitive & behavioral side of investing, as well as different ways of approaching risk. The post Bogleheads Live appeared first on The Big Picture.

Investments 113

Investments Finance 113

The Reformed Broker

OCTOBER 3, 2022

Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people. When I tell you that expected returns are rising as stock prices fall, this is an overly simplistic way of saying that investors only get.

Marketing 138

Marketing 138

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

CFA Institute

OCTOBER 3, 2022

The investment community needs to develop common standards to apply when conflicts like the Russia–Ukraine War break out.

Investments 118

Investments Risk Management Economics 118

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 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 DPL Financial Partners has raised $20M of capital to continue scaling up its marketplace of no-commission annuities for RIAs, as the ongoing development of new fee-based products – combined wit

Valuation 92

Valuation Planning Technology Investments 92

https://trustedcfosolutions.com/feed/

OCTOBER 3, 2022

Many growing businesses have recognized and harnessed the benefits of outsourcing their accounting services. Rather than hiring full or part-time accountants or bookkeepers as permanent staff members, it often makes more sense to simply outsource —from both a monetary and scaling perspective. Unfortunately, the accounting field is experiencing a bit of a crisis, with nearly 75% of the CPA workforce having met retirement age in 2020.

Accounting Firms 70

Accounting Firms Accounting Accounts Payable CFO 70

Barry Ritholtz

OCTOBER 3, 2022

My back-to-work morning train WFH reads: • Ten handy phrases for bluffing your way through the new financial crisis : Those screams you hear are ten thousand self-appointed financial experts howling into the existential abyss. ( The Spectator ). • Cash Retakes Its Crown as the Fed Wrestles With Inflation : Investors are piling into products that shield them from losses in a rising rate environment. ( Businessweek ) see also Bonds May Be Having Their Worst Year Yet This has been the most devastat

Problem Solving 63

Problem Solving Currencies Investments Marketing 63

Anaplan

OCTOBER 3, 2022

The buildup to Dreamforce 2022 was massive, and the event lived up to our highest expectations. With Anaplan’s headquarters in downtown San Francisco just steps away from the action, we […].

Sales 52

Sales Marketing 52

Advertiser: Paycor

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

Strategic Treasurer

OCTOBER 3, 2022

Episode 221. Interest Rates, Liquidity Plans, and the Midterm’s Effect on Treasury. On this episode of the Treasury Update Podcast, Jason Campbell talks with Craig Jeffery and Paul Galloway of Strategic Treasurer on some of the ways treasury will be affected by changing interest rates and political offices. They also discuss some considerations and leading practices to keep in mind when experiencing an economic hiccup.

Treasury 52

Treasury Planning Economics Finance 52

Future CFO

OCTOBER 3, 2022

Customer experience has emerged as a key battleground and businesses that can win the customer experience war will be more likely to succeed in the long term. Today’s customers have been conditioned to expect outstanding experiences based on hyper-personalisation. To achieve this, organisations need access to accurate, real-time data and technology solutions that can help them maintain an excellent and consistent customer experience across various touchpoints.

Technology 52

Technology SAP 52

Strategic Treasurer

OCTOBER 3, 2022

Survey Results. Global Payments. The 2022 Global Payments survey offers a comprehensive evaluation of treasury-related payments functions regarding bank connectivity (including financial messaging formats and channels), cross-border and FX activity, security and fraud prevention, and the use of new payment technologies. Challenges associated with managing global payment complexity are examined, along with projected investment plans across various payment systems and services.

Treasury 52

Treasury Compliance Securities Banking 52

Future CFO

OCTOBER 3, 2022

Two new IMA certificate programs are now available for finance professionals to learn sustainable business practices and diversity, equity, and inclusion (DE&I). Both new IMA certificate programs include a cumulative assessment where participants can earn a professional certificate and digital badge, the accountancy body said. “The certificate programs serve as a type of training for all professionals, specifically for senior leaders who need to get up to speed on both areas, and for future

Leadership 52

Leadership Education Finance Accounting 52

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.

Planning

Centage

OCTOBER 3, 2022

Excel is a popular spreadsheet tool for personal and business use. This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. Businesses can also customize templates to suit their unique needs. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 98

Forecasting Budgeting Data Analysis Financial Modeling 98

Future CFO

OCTOBER 3, 2022

There are differences between a transactional mindset and a transformational mindset. EY executives shared what a transformational strategy entails and the major integration challenges when companies pursue transformational transaction. The post Can M&A in APAC trigger business transformation? appeared first on FutureCFO.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) 52

Centage

OCTOBER 3, 2022

Excel is a popular spreadsheet tool for personal and business use. This accessible program can accomplish various tasks, such as financial forecasting and budgeting. Excel is an easy-to-use platform for inputting numbers and getting results with simple formulas. Businesses can also customize templates to suit their unique needs. If your business has used Excel for financial forecasting, you may have found some challenges with the program.

Forecasting 52

Forecasting Budgeting Data Analysis Financial Modeling 52

Future CFO

OCTOBER 3, 2022

Moving to SAP S/4HANA can modernise your business and drive innovation. It’s cutting-edge technology takes your business well beyond traditional enterprise resource planning (ERP) and lets you compete more effectively. It does this by connecting relevant business units, integrating processes like supply chain and finance, and providing real-time data from a single source of truth.

SAP 52

SAP Technology Finance Investments 52

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

Finance