CFO Dive

MAY 10, 2023

Researchers assert some companies “strategically” divert investor attention from negative SEC filings by issuing concurrent press releases on unrelated matters.

233

233

CFO News

MAY 8, 2023

Startups are hiring CFOs for financial prudence, compliance and cost optimisation as they face a funding drought and investor demands.

Startups 97

Startups Compliance 97

Musings on Markets

MAY 7, 2023

In my last post, I looked at banking as a business, and used a simple banking framework to advance the notion that the key ingredient tying together the banks that have failed so far in 2023 is an absence of stickiness in deposits , created partially by depositor and deposit characteristics (older are stickier than younger) and partly by growth in deposits (high growth increases stickiness).

Banking 90

Banking Investments Valuation Profit and Loss 90

CFO Dive

MAY 8, 2023

When it comes to growing a business of any kind, thinking like a founder is key, regardless if you are one or not, former Poshmark CFO Kapil Agrawal said.

CFO 252

CFO 252

Advertiser: Paycor

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Mckinsey and Company

MAY 9, 2023

Building new businesses—or corporate ventures—is increasingly critical for growth.

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239

Mckinsey and Company

MAY 8, 2023

Interamerican demonstrates how Southern European insurers can launch a successful agile transformation within their own cultural contexts.

352

352

CFO News

MAY 11, 2023

The move will bring most of the companies in the small and micro level into the tax fold and take the economy towards a more tax paying business population – the stated objective of the government as it inches towards a formal economy.

Invoicing 98

Invoicing 98

Mckinsey and Company

MAY 10, 2023

Ukrainian businesses that have survived and thrived in the face of an unforeseen Russian invasion offer lessons in resilience.

Risk Management 266

Risk Management 266

CFO Dive

MAY 8, 2023

A pullback in bank credit that began in 2022 has accelerated since a flare-up in financial sector instability started in March.

Banking 230

Banking 230

Advertiser: Acterys

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CFO

Navigator SAP

MAY 12, 2023

Influencers, online comparison shopping, and Amazon have dramatically altered the landscape for consumer packaged goods businesses in recent years. Then the pandemic came along, which further messed with business models, supply chains, and revenue projections for CPG firms. Expectations for growth within the industry are strong, with 86% of CPG firms predicting a 2% or greater growth rate in the next 12 months, according to a recent industry survey conducted by Canam Research and sponsored by Na

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243

Barry Ritholtz

MAY 8, 2023

There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his many numerous, mysterious ailments. The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets.

Banking 128

Banking Marketing Numbers 128

Mckinsey and Company

MAY 11, 2023

AI technology has revolutionized marketing and sales; now, generative AI promises to disrupt the way B2B and B2C players think about customer experience, productivity, and growth.

Sales 362

Sales B2C Marketing B2B 362

CFO Dive

MAY 11, 2023

The PCAOB findings follow U.S. success in overcoming opposition from Beijing to the inspection of audits of China-based companies listed on U.S. stock exchanges.

Auditing 303

Auditing 303

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

Navigator SAP

MAY 12, 2023

The latest surveys involving global businesses in various sectors reveal a steady growth in business automation using enterprise resource planning (ERP) systems. In 2020, a study featuring business leaders from different parts of the world showed that 66% of global businesses piloted various automation solutions, while 31% of global businesses have fully automated at least one of their business processes.

Planning 130

Planning 130

Barry Ritholtz

MAY 6, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How a Dishwasher Engineer Challenged Elon Musk’s Grip on Commercial Space : A Kiwi named Peter Beck built Rocket Lab into the second coming of SpaceX. An exclusive excerpt from When the Heavens Went on Sale, by the bestselling author of Elon Musk. ( Businessweek ) • The Secrets of Reedy Creek : Disney and Florida Gov.

Investments 124

Investments Sales 124

Mckinsey and Company

MAY 11, 2023

Generative AI is evolving at record speed while CEOs are still learning the technology’s business value and risks. Here, we offer some of the generative AI essentials.

Technology 364

Technology 364

CFO Dive

MAY 9, 2023

Ransomware claims filed by U.S. clients of insurance broker Marsh spiked 77% in the first quarter, following a downward trend in 2022.

314

314

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

MAY 11, 2023

A barcode scanner is a device that reads barcodes and converts them into digital data. When integrated with an enterprise resource planning (ERP) system, a barcode scanner can significantly improve inventory accuracy. An ERP system is a software solution that integrates all the different departments of a company into one central system to manage their operations more effectively.

Planning 130

Planning 130

Barry Ritholtz

MAY 10, 2023

The good news: Consumer Price Index (CPI) came in modest at 0.4%, with a year-over-year 4 handle at 4.9%. I expect this will continue to fall over the next few months and is likely to have a 3 handle before Christmas, maybe even Halloween. The inflation that appeared so pernicious in 2021 and into 2022 was driven by the combination of 3 things: – Unique pandemic factors – Massive monetary stimulus (CARES ACT I, II & III) – Structural (long-term) shortages in labor and singl

Data Analysis 121

Data Analysis 121

Mckinsey and Company

MAY 10, 2023

A data-driven view of key metrics can help art organizations articulate value, reshape strategy, build resilience, and achieve operational excellence.

360

360

CFO Dive

MAY 8, 2023

Being inquisitive about the broader business and “not necessarily going in as a CFO all the time” can help finance leaders make the jump to the CEO chair, said Frank Calderoni, CEO of Velocity Global.

CFO 257

CFO Finance 257

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

Navigator SAP

MAY 11, 2023

The BIO International Convention attracts 14,000+ biotechnology and pharma leaders for one week of intensive networking to discover new opportunities and promising partnerships. Navigator Business Solutions will be attending the 2023 Bio International Convention in Boston, MA June 5th - 8th.

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130

Barry Ritholtz

MAY 6, 2023

This week, we speak with Julian C. Salisbury , chief investment officer of asset and wealth management at Goldman Sachs. He is also a member of the management committee, and Co-Chairs the Asset Management Investment Committees, which includes private equity, infrastructure, growth equity, credit, and real estate. Previously, he was head of the European Special Situations Group from 2008-13, and head of the Global Special Situations Group: 2013-19.

Investments 121

Investments Leverage 121

Mckinsey and Company

MAY 10, 2023

Technology is rapidly reshaping agriculture in India, creating investment opportunities, lifting up rural areas, and feeding the world.

Investments 334

Investments Technology 334

CFO Dive

MAY 12, 2023

Previous FASB calls for greater income tax transparency have drawn pushback from businesses. This time the initiative appears to be gaining steam.

279

279

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Reconciliations

Navigator SAP

MAY 10, 2023

Artificial intelligence (AI) is undoubtedly transforming every sector of the global economy, providing enterprises with cutting-edge systems to automate their core business functions and processes. This technology has been incorporated into various software development projects including the development of enterprise resource planning (ERP) systems.

Planning 130

Planning Technology 130

Barry Ritholtz

MAY 9, 2023

 The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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.

Investments 119

Investments Banking Finance Marketing 119

Mckinsey and Company

MAY 10, 2023

Companies have committed to being more diverse, inclusive, and equitable, but many struggle to make significant progress in these areas. Here’s how they can meet DEI ambitions—now and in the longer term.

Leadership 280

Leadership 280