Spreadym

MAY 23, 2023

Cash forecasting refers to the methods and approaches used by businesses to predict and estimate their future cash flows. Cash forecasting is crucial for effective financial management as it allows organizations to plan their operations, make informed investment decisions, and ensure they have sufficient funds to meet their financial obligations. To forecast cash flows, companies can use a variety of tools that can include simple models in Excel spreadsheets and special business software that co

Forecasting 52

Forecasting Cash Flow Forecasting Accounts Payable Finance 52

Mckinsey and Company

MAY 23, 2023

Consumers’ views on the economy are diverging—and their behaviors are, too. Here’s the latest data from our ConsumerWise team.

Retail 287

Retail 287

CFO Dive

MAY 23, 2023

Revenues from automated forklifts reached a total of $1.5 billion in 2022, nearly $200 million higher than previously projected, according to Interact Analysis.

250

250

Mckinsey and Company

MAY 23, 2023

Effective ecosystem strategies can deliver valuable near-term benefits as well as generate long-term growth and resilience. Leaders are finding significant benefits already.

Sales 228

Sales Marketing 228

Advertiser: Paycor

Employees who feel listened to show a 64% longer commitment to tasks (Forbes). And that’s just for starters. Learn how emotionally intelligent leaders drive business results. Download Paycor’s guide for the full story.

CFO Dive

MAY 23, 2023

From investment banking to an operational finance role to finally taking on a public company CFO role, Sonalee Parekh has run the gamut when it comes to her financial career path.

CFO 227

CFO Prioritization Finance Banking 227

CFO Dive

MAY 23, 2023

CFOs and their C-suite peers need to look at both what they want out of tools like generative AI as well as what their employees are asking for when it comes to technology.

CFO 223

CFO Technology 223

Mckinsey and Company

MAY 23, 2023

Pagaya cofounder Gal Krubiner talks about making “life-changing” financial products available to more people, and why starting a business with friends makes sense.

Banking 212

Banking 212

CFO Dive

MAY 23, 2023

Ransomware claims by the cyber insurer’s customers grew 300% from the third quarter of 2022 to the first quarter of this year.

255

255

Mckinsey and Company

MAY 23, 2023

McKinsey senior partners outline their new book designed to help companies harness the power of digital transformation.

222

222

Advertiser: Acterys

Welcome to the Future of Technology for CIOs & CFOs! Ever stood on the precipice of a technological revolution, feeling the energy of change? Ever been captivated by the whispers of a software that's not just innovative but genuinely groundbreaking? Acterys unveils a groundbreaking technology tailored for CIOs and CFOs. This state-of-the-art solution streamlines data integration, analytics, and forecasting, empowering leaders to make informed decisions quickly.

CFO

CFO Dive

MAY 23, 2023

The SEC will press on with aggressive enforcement while seeking to collaborate with companies under scrutiny, the agency’s enforcement director said.

221

221

Mckinsey and Company

MAY 23, 2023

The past two decades have generated $160 trillion in paper wealth but sluggish growth and rising inequality. What comes next?

Strategic Planning 230

Strategic Planning Corporate Finance Risk Management Economics 230

CFO News

MAY 23, 2023

The RBI, on May 19, said Rs 2,000 notes will be withdrawn from circulation and asked banks to stop issuing these notes with immediate effect. ETCFO captured the view of CFOs on the impact of this decision on different sectors and overall economy.

Banking 105

Banking 105

Mckinsey and Company

MAY 23, 2023

Sharpen your problem-solving skills the McKinsey way, with our weekly crossword. Each puzzle is created with the McKinsey audience in mind, and includes a subtle (and sometimes not-so-subtle) business theme for you to find. Answers that are directionally correct may not cut it if you’re looking for a quick win.

Problem Solving 130

Problem Solving 130

Advertiser: Paycor

Choosing an HCM partner is one of the most important decisions you’ll make because time is one of your company’s most strategic assets. How do you want to spend your time?

Technology

The SaaS CFO

MAY 23, 2023

Average Cost of Service (ACS) is an important but obscure SaaS metric for SaaS finance. I reference this metric when speaking with SaaS founders and finance teams about the balance between their cost structure and pricing plans. It’s also a component of my SaaS Scalability Index (SSI). Average cost of service helps us determine if […] The post Average Cost of Service and Economies of Scale appeared first on The SaaS CFO.

CFO 98

CFO Finance Planning 98

Nerd's Eye View

MAY 23, 2023

Welcome back to the 334th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. What's unique about Meg, though, is how, over the span of 7 years since launching her firm, she has evolved the business by repeatedly adapting her niche focus, iterating

Planning 85

Planning Prioritization Economics Marketing 85

Centage

MAY 23, 2023

If you’ve noticed that prices at the grocery store are higher than usual these days, then you’re not alone. However, the current economic crisis isn’t just affecting families shopping for groceries and other goods. It’s also impacting businesses, with companies of all sizes struggling to achieve their goals without breaking the bank. Fortunately, there are steps you can take to keep your business moving forward regardless of market changes.

Financial Planning and Analysis (FP&A) 81

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 81

The Reformed Broker

MAY 23, 2023

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: ►Corporate Bonds – “One of Vanguard’s Biggest Credit ETFs Bleeds Record $5.5 Billion” ►52-Week Highs – “the NASDAQ-100 made a new 52-wk high after going at least 6 months without one.

Finance 70

Finance Investments Marketing 70

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Banking

Barry Ritholtz

MAY 23, 2023

 The transcript from this week’s, MiB: Robyn Grew, Man Group CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Finance 64

Finance Investments Technology Banking 64

E78 Partners

MAY 23, 2023

Despite months of rising interest rates and market turbulence, private equity deal-making in the United States has remained robust, thanks to resilient fundraising. As investor activity continues to increase, the demand for strong executive leadership, particularly Chief Financial Officers (CFOs), is on the rise. Finding CFOs with the proven capabilities and appropriate mindset for a PE backed company, whether rapidly scaling, under-performing, or preparing for a transaction, can be challenging.

CFO 52

CFO Mergers and Acquisitions (M&A) Finance Leadership 52

CFO Thought Leader

MAY 23, 2023

It’s perhaps appropriate that Scott Healy’s finance career began at an airport. With a boarding pass in hand, Healy thought that he was ready for takeoff—only to have his new boss board with a mystery box under one arm. “He was carrying a package that I thought was some sort of welcome gift for me because from the outside you could see some cookies and things to eat,” recalls Healy, who upon closer inspection discovered that while the package did indeed contain a few treats, it also held 15 pros

CFO 52

CFO Finance Manufacturing Economics 52

CFO News

MAY 23, 2023

India's gross domestic product growth could be above 7% for 2022-23, the Reserve Bank of India Governor Shaktikanta Das said. There is also a possibility that GDP growth for the last financial year could be higher, he said. Financial markets remain volatile owing to uncertainty over future monetary policy path is keeping market sentiments on the edge, said Das.

Banking 52

Banking Marketing 52

Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place. Let’s step back and focus on the idea that no matter how complicated the compliance and security regime, it should be able to be distilled down to a checklist.

Securities

Future CFO

MAY 23, 2023

Editors’ note: Sheree Lim (pictured), Head of Treasury Business Transformation, Group Treasury Department at Technip Energies throws light on how a leader can cultivate a culture of collaborative intelligence and empathy at work. This interview is part of FutureCFO’s Female Leadership in Finance Series. Sheree Lim, Head of Treasury Business Transformation, Group Treasury Department , Technip Energies FutureCFO: When did you start to become interested in finance?

Treasury 52

Treasury Finance CFO Financial Analyst 52

CFO News

MAY 23, 2023

Indian mining conglomerate Vedanta Group’s long-term financial health is under question as its billionaire owner, Anil Agarwal, seeks to reduce gross borrowings of $6.8bn at Vedanta Resources. While bonds due to be paid this month are close to 100 cents on the dollar, subsequent bonds are said to lack confidence, with prices around just 70 cents on the dollar for some.

52

52

Focus CFO

MAY 23, 2023

We are delighted to announce that Greg Foote has joined the FocusCFO team in Metro Detroit. With 42 years of extensive experience in military, management, CEO, CFO, and board roles, Greg brings valuable expertise in recognizing opportunities, problem-solving, risk assessment, and developing performance metrics to measure results, set growth targets, and drive value creation.

Financial Analysis 52

Financial Analysis CFO Problem Solving Forecasting 52

CFO News

MAY 23, 2023

The 2016 insolvency law was crafted when the country was just starting to tackle what would eventually rank among the worst piles of bad loans anywhere in the world: a $200 billion-plus menace. With banks garnering bumper profits in the post-pandemic high interest-rate environment, that baggage is now much lighter, and the urgency to deal with it lower.

Banking 52

Banking 52

Advertisement

Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

Reconciliations

Focus CFO

MAY 23, 2023

We're taking a moment to celebrate a major milestone for one of our key leaders, Mark Vernallis, who is marking his fifth year as Pittsburgh Area President with FocusCFO. We had the pleasure of speaking with Mark to reflect on his journey, his achievements, and his vision for the future.

52

52

CFO News

MAY 23, 2023

The economic slowdown is concentrated in advanced economies with the Asia-Pacific region expected to contribute about 70% of global growth in 2023. Governor Das was addressing the plenary session at CII Annual Session 2023.

Concentration 52

Concentration Economics 52

CFO Thought Leader

MAY 23, 2023

CFO GUEST:: Alison Staloch of Fundrise Staloch: At the SEC, I remember, you know, we were we were starting to build out our data aggregation tools as an organization primarily as a way to streamline risk identification for our examinations or analytics teams, or, you know, for use in reporting metrics and our economic analyses in different rulemakings.

CFO 52

CFO Compliance Financial Reporting Accounting 52