Wed.Sep 07, 2022

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Law firm Olgetree Deakins taps former Steptoe CFO

CFO Dive

David Zimbrick will depart after two decades at Steptoe & Johnson in favor of the CFO seat at Ogletree.

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Transcript: Lynn Martin

Barry Ritholtz

?. The transcript from this week’s, MiB: Lynn Martin, President of the NYSE , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: I’m Barry Ritholtz.

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Trending Sources

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Q3 earnings estimates cut ‘more than average’: FactSet

CFO Dive

S&P 500 companies for the second quarter reported their lowest growth in earnings on an annual basis since the fourth quarter of 2020, FactSet said.

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10 Wednesday AM Reads

Barry Ritholtz

My mid-week morning train WFH reads: • Interest Rates vs. Inflation The average yields savers earned in the 1980s were higher than inflation, including education, healthcare and housing prices. Average yields remained above healing CPI numbers throughout the 1990s and 2000s. ( A Wealth of Common Sense ) see also Your guide to ‘good news is bad news’ and ‘bad news is good news’ High inflation has made for unusual times. ( TKer ). • The Obscure Economist Silicon Valley Bi

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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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OneSpan taps Extreme Reach, KPMG alum for permanent CFO

CFO Dive

Former Extreme Reach CFO and KPMG alum Jorge Martell will take cybersecurity firm OneSpan’s financial reins from interim CFO Jan Kees van Gaalen.

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More Trending

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Bookings: The Easiest SaaS KPI to Get Right (and Wrong) | SaaS Metrics Playbook

Driven Insights

Picture this: you walk into your monthly board meeting, exchange hellos, and then you get hit with this question — “what did we book last month?”. Both your CEO and Head of Sales each give different answers, and it becomes clear to your board and investors that you’re playing a guessing game with your predicted future revenue growth.

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Why “branding” matters to the modern nonprofit with Beth Brodovsky

The Charity CFO

In this episode, Tosha will walk you through the most common misconceptions about nonprofit audits to let you know exactly what you can expect (and NOT expect) from a nonprofit audit before you commit. Audits scare the daylights out of nonprofit founders. But at The Charity CFO, Tosha and her team need to prepare 50+ nonprofit partners for audits every year.

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Bookings: The SaaS KPI Everyone Gets Wrong | SaaS Metrics Playbook

Driven Insights

Picture this: you walk into your monthly board meeting, exchange hellos, and then you get hit with this question — “what did we book last month?”. Both your CEO and Head of Sales each give different answers, and it becomes clear to your board and investors that you’re playing a guessing game with your predicted future revenue growth.

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Finance profession to see new sustainability related roles

Future CFO

The finance profession will see new roles created out of sustainability needs, said the Institute of Singapore Chartered Accountants (ISCA) recently. According to to “Sustainability – Jobs and Skills for the Accountancy Profession”, a joint study by ISCA, EY, Singapore Management University (SMU) and Singapore Accountancy Commission (SAC), the chief finance & sustainability officer (CFSO) is an emerging C-suite position.

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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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Tax-Loss Harvesting Best Practices (And How To Scale It Across A Client Base)

Nerd's Eye View

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. For many, however, tax-loss harvesting remains somewhat more of an art than a science: Because the value of harvesting losses is so dependent on an individual’s own tax situation, there is no single strategy that can be impleme

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The RPA Maturity Curve: A CFO's Path to Automation Glory

Embark With Us

Here's one to chew on – automating a single ten-minute daily task saves you a week's worth of work over a year. Multiply that by the too-many-to-count manual processes still festering in your accounting or finance functions and you're left with a pretty staggering cost and time savings.

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Anaplan Live 2022: A Single Source of Truth Will Align Sales with the Rest of the Business

Anaplan

An ocean of ink (virtual and otherwise) has been spilled about the chronic misalignment between sales and other parts of the organization – especially marketing, finance, and IT. The problem, often, is that sales uses its own metrics to measure its own performance, too often without visibility into the metrics or performance of other parts […].

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