Bank of the West
OCTOBER 7, 2024
BMO employees are driving progress toward a more sustainable and resilient future through the BMO Climate Institute Fellowship program BMO’s Climate Ambition compels us to be our clients’ lead partner… Read more The post BMO’s Climate Fellows help advance our Climate Ambition appeared first on About BMO.
Navigator SAP
OCTOBER 18, 2024
Growing businesses need the tools and processes in place to support growth. A key component of enabling growth is having an ERP solution in place that supports not only where a business is today, but also where the business will be in five years. This process of getting the right system in place is a lot smoother with the help of SAP implementation services.
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CFO Dive
OCTOBER 14, 2024
Women have made gains in recent decades at companies of all sizes but are far from attaining parity in all ways with men in the workplace, according to recent reports.
Nerd's Eye View
OCTOBER 23, 2024
While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee fo
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Barry Ritholtz
OCTOBER 24, 2024
What do the Great Depression, the Great Financial Crisis, the Stagflationary 1970s, and the upcoming 10-years have in common? If you are a strategist at Goldman Sachs , then a lot. At least if you do forecasts for market returns over the next decade (lol), you may see incredible similarities. ICYMI: David Kostin and his team of strategists see a 72% chance the S&P 500 underperforms Treasuries, and a 33% possibility equities return less than inflation.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO News
OCTOBER 25, 2024
Union Finance Minister Nirmala Sitharaman on Friday expressed frustration with the slow crawl of foreign investments to India despite its textbook appeal as a dynamic and robust economy.
Global Finance
OCTOBER 8, 2024
China continues to dominate trade with the continent. But overlending—and US initiatives to extend its security and investment footprint—are challenging its position. China solidified its position as Africa’s largest bilateral trading partner last year, as trade with the continent reached a record $282.1 billion, up 1.5% from 2022. But a 7.5% surge in Chinese exports, to $173 billion, was not matched by imports from Africa, which fell by 6.7% to $109 billion, widening Africa’s trade deficit wit
Musings on Markets
OCTOBER 1, 2024
I have spent the last week reading " Shoe Dog ", Phil Knight's memoir of how a runner on the Oregon University track team built one of the great shoe companies in the world, in Nike. In addition to its entertainment value, and it is a fun book to read, I read it for two storylines. The first is the time, effort and grit that it took to build a business, in a world where risk capital was more difficult to access than it has been in this century, and in a business where scaling up posed significan
Bramasol
OCTOBER 24, 2024
Previously in this Insights Series, we have touched on a wide range of topics that are important for enabling companies to cost-effectively move to cloud-based ERP implementations. These have included migration tools such as SAP RISE and GROW , reducing Digital Debt , and fast-tracking Subscription Billing with Public Cloud Packaged Solutions. In this new Insights post we focus on SAP Clean Core to explore how it can lay a solid foundation for streamlining the transition to SAP Cloud Public or P
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
CFO Dive
OCTOBER 3, 2024
By March generative AI’s most common tools had been accessed more than 3 billion times by hundreds of millions of users every month.
Navigator SAP
OCTOBER 25, 2024
Multi-channel sales are the norm for most businesses, with direct-to-consumer sales, distributor and retail channels, and online marketplaces such as Amazon. So is multichannel customer support, which often requires phone, chat, and email along with social media customer service.
Future CFO
OCTOBER 27, 2024
As a rapidly developing nation, Indonesia faces unique sustainability challenges—from managing its natural resources to addressing social inequalities. The environmental, social and governance principles have become integral to the country's long-term growth and development strategies as business and policy-makers recognise the need to balance economic progress with environmental protection and social responsibility.
Global Finance
OCTOBER 29, 2024
Recent climate catastrophes have raised the bar for securing funding to address global warming. At COP29, climate finance will be a focus. At last year’s COP28 conference in Dubai, the participating governments—197 countries plus the European Union—committed to a tripling of renewables targets and a doubling of energy efficiency. When they check on their progress at COP29, officially known as the Conference of Parties, which opens on November 11 in Baku, the capital of Azerbaijan, their agenda w
Advertiser: Paycor
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Nerd's Eye View
OCTOBER 29, 2024
Welcome, everyone! Welcome to the 409th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Travis Hornsby. Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
CFO Talks
OCTOBER 31, 2024
How to Keep Cash Flow Strong by Managing Customer Credit Risk Imagine your business is buzzing, sales are growing, and orders are coming in strong. Yet, when you look at the cash flow, something’s off – money isn’t lining up with the sales you’re making. This disconnect often comes down to one critical issue: customer credit risk. For CFOs, understanding and managing this risk isn’t just about avoiding losses; it’s about keeping your business financially stable, especially in times when cash
CFO Dive
OCTOBER 17, 2024
Recent signs of vitality have prompted some economists to mark up growth forecasts, despite weakness in manufacturing and a hiring slowdown early in the summer.
Navigator SAP
OCTOBER 11, 2024
Upgrading to a modern ERP system can enhance efficiency, decision-making, and innovation. However, outdated ERP systems can hinder growth due to inefficiencies, scalability limitations, integration issues, security risks, and an inability to support innovation. While modernization involves risks like data loss and disruption, the benefits, including improved operations, real-time insights, and scalability, outweigh the challenges.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Future CFO
OCTOBER 31, 2024
Broadridge Financial Solutions, Inc. launched a new digital asset information platform to help financial intermediaries comply with regulatory guidelines. According to a press release, the The Broadridge® ClearFi solution provides investors with user-friendly information on digital assets, helping broker-dealers, exchanges, and wallet providers provide their clients and participants with useful on-chain and off-chain information about digital assets, including cryptocurrencies, stable coins, and
Global Finance
OCTOBER 31, 2024
Boeing faces labor strikes, production issues, and regulatory scrutiny. To offset financial ruin, the company is selling $15 billion of common stock and mandatory convertible bonds. The sale is part of an ongoing initiative to stabilize finances and protect Boeing’s investment-grade credit rating while minimizing shareholder dilution. The financing structure lets the company count bonds as equity, hopefully eschewing concerns about its debt load, a critical factor in maintaining its credit ratin
Nerd's Eye View
OCTOBER 31, 2024
For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay. For many, this can be a stressfully prolonged period that typically eases only as advisors build their client base and establish themselves in the industry.
CFO Talks
OCTOBER 28, 2024
Building a Culture of Ethical Performance in Organisations Case Study: The Tale of XYZ Corporation In 2018, XYZ Corporation, a well-known tech firm, was hitting record-breaking profits. Yet, beneath the surface, ethical cracks were beginning to show. A recent internal audit had revealed that some employees in high-stakes roles were bending the rules to meet targets.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
CFO Dive
OCTOBER 25, 2024
Household spending, the labor market and the broader economy have shown signs of unexpected strength in recent weeks.
Navigator SAP
OCTOBER 11, 2024
The power of ERP comes from it being an end-to-end business solution that houses all of a company’s data and its ability to make this data both visible and actionable across applications.
CFO Thought Leader
OCTOBER 28, 2024
When David Eckstein inherited a struggling business unit earlier in his career, there was little question he faced an uphill battle. The unit wasn’t one he had built, nor had he developed the frameworks or discounting policies in place. Who was responsible for the unit’s troubles? And shouldn’t this problem child belong to someone else? These were questions Eckstein never asked.
Global Finance
OCTOBER 29, 2024
Nigeria’s central bank will automate foreign exchange (FX) trading starting in December, replacing the decade-old over-the-counter system to enhance transparency and liquidity in its currency markets. The move comes as part of the Central Bank of Nigeria’s (CBN) broader efforts to address inefficiencies in the FX market, which has long been plagued by illiquidity, opacity, and multiple exchange rates.
Speaker: Mark Gilham, FCCA, CPP
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
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