Navigator SAP

DECEMBER 23, 2022

Article Highlights :

246

246

CFO Dive

DECEMBER 7, 2022

Investing in data analytics that can reveal key opportunities can aid CFOs looking to better balance growth and profitability.

Investments 322

Investments 322

The Finance Weekly

DECEMBER 22, 2022

First things first: despite any misguided "Excel is dead" stories you may encounter in the upcoming weeks, Excel won't disappear in 2023. The humble spreadsheet remains an essential, if not critical, component of many financial operations. Therefore, while we won't pay attention to what is or isn't happening to Excel (or Google Sheets), we can predict some CFO tech trends in 2023.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable CFO 98

CFO Dive

DECEMBER 1, 2022

An expanding scope of responsibilities — which require finance chiefs to have cross-disciplinary expertise — is slowing decision making, according to an Accenture study.

Finance 308

Finance 308

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.

Barry Ritholtz

DECEMBER 5, 2022

I was working on a longer piece about which economic strata the Fed has the greatest impact on (its more complicated than you might think) when Invictus DM’d me this amazing FRED chart. We looked at this idea earlier this year , but it’s worth revisiting. Using data from the Federal Reserve, FRED analyzed 5 categories: Top 0.1%, the rest of the top 1%, the rest of the top 10%, the rest of the top 50%, and the bottom half.

Economics 124

Economics Accounting Data Analysis 124

Navigator SAP

DECEMBER 16, 2022

There are typically three phases of a startup’s financial management journey.

Accounting 245

Accounting Startups 245

Mckinsey and Company

DECEMBER 20, 2022

Generative AI and other foundation models are changing the AI game, taking assistive technology to a new level, reducing application development time, and bringing powerful capabilities to nontechnical users.

Technology 364

Technology 364

The Reformed Broker

DECEMBER 1, 2022

LET’S GIVE A ROUND OF APPLAUSE TO SAM BANKMAN-FRIED pic.twitter.com/HIVB3nTX2V — The_Real_Fly (@The_Real_Fly) November 30, 2022 Last night’s interview between the New York Times’ Andrew Ross Sorkin and Sam Bankman-Fried ended with the host thanking the accused criminal mastermind for coming, despite the protestations of his lawyers. The audience applauded as the screen went black.

145

145

CFO Dive

DECEMBER 9, 2022

FTX’s collapse underscores the highly-centralized crypto market’s risks and blockchain’s importance as a defense against bad actors, Metallicus' CFO argues.

CFO 335

CFO Marketing 335

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

Barry Ritholtz

DECEMBER 30, 2022

Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons). Almost nobody does this well consistently over time. Here is QAD from 2019: In business, change is inevitable , and those that fail to adapt and innovate are often doomed to failure.

Investments 124

Investments 124

CFO News

DECEMBER 4, 2022

Most finance heads vouch for the India growth story and say prospects in the medium to long term are intact. However, they are worried about inflation and recession.

Finance 130

Finance 130

Navigator SAP

DECEMBER 9, 2022

The life science industry has to meet strict regulatory requirements in an extremely competitive environment burdened with financial pressures and unique market demands. Companies in this field can spend years in product development, conceptualizing, and running preliminary clinical trials before they can get approval from the FDA to manufacture and sell a product to consumers.

SAP 245

SAP Manufacturing Marketing 245

Mckinsey and Company

DECEMBER 14, 2022

In an interview with McKinsey’s Tanguy Catlin, Andrew Rose of OnStar Insurance discusses how telematics data will usher in a new era of auto insurance.

346

346

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

The Reformed Broker

DECEMBER 8, 2022

Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward. It’s always a lot of fun and registration is free. This takes place tomorrow (Friday) December 9th at 12 noon ET (11am CT). This is a presentation for wealth management and asset management professionals, you can reg.

135

135

CFO Dive

DECEMBER 19, 2022

So long as the U.S. economy averts a deep recession, KPMG’s Greg Engel says financial executives can likely expect a steadier tax climate and no major new tax laws to 2023.

295

295

Barry Ritholtz

DECEMBER 16, 2022

There seems to be a lot of confusion going on today with respect to inflation, interest rates, and ongoing Federal Reserve policy. A framework for exploring this has many parts: What the Fed (obviously) knows, how it express those views through police like FOMC rates, ZIRP, QE, QT, etc. There remains the question of what the Fed is actually wrong about. 1 .

Economics 124

Economics Marketing Banking Investments 124

CFO News

DECEMBER 13, 2022

The value of the new deals could amount to nearly a fifth of the global IT services business valued at $800 billion, according to Ray Wang, founder of Silicon Valley-based Constellation Research.

119

119

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

Navigator SAP

DECEMBER 2, 2022

What if working remotely was exactly the same as working in the office?

CFO 246

CFO 246

Mckinsey and Company

DECEMBER 20, 2022

Banking is radically transforming. Many banks can thrive by fundamentally changing the way that financial services are embedded into daily life.

Banking 347

Banking 347

The Reformed Broker

DECEMBER 3, 2022

We’re having a live podcast taping to benefit one of our favorite charities, No Kid Hungry. It’s The Compound’s first ever Fan Appreciation Night and we’re joining forces with our friends at the On The Tape podcast to make it a great experience. Taping is December 16th at the Nasdaq Marketsite in Times Square. We’re reviewing the year that was and looking ahead to 2023.

122

122

CFO Dive

DECEMBER 5, 2022

Tax and accounting firms are becoming more comfortable tapping technology as a driver of success as they seek to grow revenue and profit and improve employee effectiveness for 2023.

Accounting Firms 281

Accounting Firms Accounting Technology 281

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

Barry Ritholtz

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. Will American music fans ever see anything better? ( The Hustle ). • What Is the Bond Market Saying About the Economy? The bond market is known for being much smarter than the stock market but we don’t have to go back very far to find a time when it was wrong.

Math 122

Math Economics Marketing Communication 122

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Reporting and investment fund management can easily become overwhelming, complicated, and difficult to manage without the right tools at your disposal. Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns. Real-time visibility is a game-changer for family offices, and one that is fueling better strategic planning for wealth management.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Accounting 113

Navigator SAP

DECEMBER 30, 2022

Highlights:

CFO 246

CFO Finance 246

Mckinsey and Company

DECEMBER 20, 2022

The blueprint to achieve a lifetime of great health is increasingly clear and within our control. But unlocking it requires challenging the orthodoxies currently guiding individuals and institutions.

Healthcare 302

Healthcare 302

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Prioritization

The Reformed Broker

DECEMBER 10, 2022

This past week we stayed at the Post Oak in Houston, one of the top ten hotels in America, supposedly 6 or 7 stars – and let me tell you, that place was opulent. More marble in one building than anywhere I’ve ever been, save for perhaps the Vatican. Billionaire hospitality guru Tilman Fertitta, the hotel’s owner, furnished this place as though he would actually live there – and he does.

115

115

CFO Dive

DECEMBER 1, 2022

Pricing pressures, labor costs and talent retention struggles are creating new forecasting challenges for financial and business leaders, the AICPA & CIMA survey found.

Forecasting 282

Forecasting Economics 282

Barry Ritholtz

DECEMBER 10, 2022

This week, we speak with Kathleen McCarthy , the global co-head of Blackstone Real Estate. The largest owner of commercial real estate globally, Blackstone Real Estate has a $565 billion portfolio and $319 billion in investor capital under management. McCarthy previously served as Blackstone’s global chief operating officer; before joining Blackstone in 2010, she worked at Goldman Sachs.

Economics 121

Economics Investments Marketing 121