Wed.Oct 05, 2022

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Inflation, recession worries change investor M&A considerations

CFO Dive

Inflation, rising interest rates and other pressures have slowed M&A, but the slump hints at a recovery to healthy pre-pandemic levels, according to Willis Towers Watson.

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Narrative Defined

Barry Ritholtz

I won’t be around Wednesday, but a quick note to share with you about storytelling. In my conversation with David McRaney about belief and persuasion, we touched upon narratives, including Joseph Campbell’s Hero’s Journey. In pulling together my notes, I found the above graphic. It’s worth considering how many of our stories all have a very similar framework — and what that means about the tales we tell ourselves… Source : How To Create the Perfect Story. by Anna Fl

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FASB extends LIBOR relief two years

CFO Dive

The decision has been months in the making and comes as FASB’s rule-making process has come under fire from a Securities and Exchange Commission committee.

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White Paper - TMS ARE NOT SUFFICIENTLY TAILORED TO FULLY MANAGE FOREIGN EXCHANGE RISKS

Simply Treasury

Download the White Paper here

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How to Build the Ideal HR Team

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.

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PCAOB sanctions four audit firms in enforcement ‘sweep’

CFO Dive

The watchdog for the firms that audit publicly-traded companies has intensified supervision in 2022, with plans to sharpen penalties against rule-breakers.

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CACI promotes Lockheed Martin alum to CFO

CFO Dive

Lockheed Martin alum Jeffrey MacLauchlan will step up to succeed CACI’s long-time CFO Thomas Mutryn in November.

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White Paper - DYNAMIC FX MANAGEMENTIN A FAST-MOVING ENVIRONMENT

Simply Treasury

Download the White Paper here

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Automated Tax-Loss Harvesting Technology: Is The Value Overstated?

Nerd's Eye View

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. Both retail-focused robo-advisors and advisor-focused TAMPs have begun to offer automated tax-loss harvesting, which – by systematically checking for losses to harvest, typically on a daily basis – purports to increase investors’ after-tax returns by 1% or more.

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The Witch of October Is Here: Remember Short-Term Pain = Long-Term Progress

CFA Institute

The month of October strikes fear in the hearts of many Wall Street veterans — and for good reason.

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Planning Your Restaurant's 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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CFOs to ramp up actions to address cybersecurity

Future CFO

CFOs and CEOs are planning to ramp up actions to address cybersecurity issues in the coming year, said PwC recently when releasing its Global Digital Trust Insights Survey that collected responses from more than 3,500 senior executives across 65 countries. One in four companies (27%) globally have suffered a data breach that cost them US$1- 20 million or more in the past three years, according to the company.

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What is strategic financial planning and management?

Cube Software

Strategic financial planning and management help businesses stay on track—and know if they’re heading in the right direction. It’s about maximizing profit and shareholder value and reaching long-term financial goals.

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10 Wednesday AM Reads

Barry Ritholtz

My mid-week morning train WFH reads: • Elon Musk’s Twitter Will Be a Wild Ride His deal to buy the company is back on. Here are six predictions about Twitter under Musk’s control, if it happens. ( New York Times ). • Retail Real Estate Is Enjoying Its Biggest Revival in Years : U.S. retail real-estate vacancies are down, rents are up and more stores are opening than closing.

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Slides: The top 5 mistakes CFOs make when communicating with the board

Cube Software

Board meetings can be stressful. As a serial CFO turned CEO, I've presented at my share of board meetings. And I've developed some of my own best practices for a successful board meeting as a CFO. In this slide deck, you'll learn how to demonstrate your aptitude as a great CFO by: Communicating clearly on the numbers and the story behind them. Staying one step ahead of the board and anticipating questions.

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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