Sat.Dec 17, 2022 - Fri.Dec 23, 2022

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Efficiency First: Tech Trends for Finance Teams in 2023

The Finance Weekly

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.

Finance 78
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The last mile of CFO success

CFO Dive

Chief financial officers who promote forward-thinking ideas will be more likely to achieve their goals

CFO 186
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3 Levels of Stress Testing Your 2023 Financial Plan

Centage

The Value of Stress Testing Your Financial Plan. As we approach the end of the fiscal year and begin a new one, business leaders have an overriding concern: How accurate are the assumptions we made when we created our plan?

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Reducing Risk When Using Monte Carlo In Retirement Planning

CFO News Room

Executive Summary. Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs.

Planning 130
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Rethinking Growth: The Fight to Become and Stay Profitable

Speaker: Aleksey Krylov, CFA - Chief Financial Officer at CytoImmune Therapeutics

Join Aleksey Krylov, corporate finance expert and CFO at CytoImmune Therapeutics, for an insightful overview of working capital management and managing profitability.

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The Six Stages of Asset Bubbles: The Crypto Crash

CFA Institute

Investors can protect themselves from the next bubble by recognizing the trajectory that most follow. Economics History & Geopolitics Philosophy Portfolio Management Risk Management bubbles cryptoassets Financial History investment bubbles Investment Products and Asset Classes risk management

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CFOs in 2023 plan to keep pay raises below inflation: Fed

CFO Dive

CFOs are pessimistic about the economic outlook but predict slightly higher growth next year than Federal Reserve estimates

Planning 226
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How “Probability Of Success” Differs Between One-Time And Ongoing Financial Plans

Nerd's Eye View

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs.

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How to Calculate Your Renewal Rate

The SaaS CFO

The health of your recurring revenue in SaaS is paramount. Healthy revenue drives predictable cash flow and higher valuations. Typically, you measure Gross Dollar Retention and Net Dollar Retention to assess the stickiness of your revenue. However, there is another metric that compliments retention.

CFO 52
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Evaluating Benchmark Misfit Risk

CFA Institute

How can we identify and measure a portfolio's benchmark misfit risk?

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Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

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IPO proceeds plunge 94%: EY

CFO Dive

Investors sizing up prospects in the sluggish IPO market in 2023 will favor companies with “resilient” business models, EY said

CFO 238
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Are you Researching ERP for 2023?

Navigator SAP

Article Highlights : Cloud ERP

SAP 207
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What Causes Inflation?

CFO News Room

Since the financial crisis of 2008 and the Great Recession, investors and executives have grown accustomed to a world of low interest rates and low inflation. No longer. In 2021, inflation began rising sharply in many parts of the world, and in 2022 the U.S. saw its worst inflation in decades.

CFO 130
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#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam

Nerd's Eye View

Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Emily Rassam.

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10 Ways to Keep Your Hourly Employees

Getting and keeping hourly workers is no longer as simple as offering them more cash. Employees have options. But this guide from Paycor will help you put your best foot forward to recruit, retain, and develop hourly workers so you can remain competitive.

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How Gen-Z’s appetite for change can help employers

CFO Dive

As economic uncertainty persists, organizations can look to Gen-Z as a vehicle toward the change they need

Economics 236
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Generative AI is here: How tools like ChatGPT could change your business

McKinsey Public & Social Sector Insights

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. Insights on Artificial Intelligence Artificial Intelligence Digital

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Which One is Worth It?

CFO News Room

Once upon a time, I found out my wife had braces when she was really young. Since she has such a beautiful smile, that made a ton of sense. However, this whole situation made me wonder how much braces might cost if all four of our kids wound up needing orthodontic care.

CFO 130
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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Meadows Texts: A Plot To Overturn An American Election : TPM Has Obtained Explosive Evidence Uncovered By The January 6 Select Committee. Talking Points Memo ).

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by speeding up the month-end close and better managing your remote teams.

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Recession could introduce ‘big unknown’ to CFOs’ tax outlook

CFO Dive

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

CFO 236
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The future of banks: A $20 trillion breakup opportunity

McKinsey Public & Social Sector Insights

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

Banking 110
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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

Executive Summary. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning.

CFO 130
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A Return to Teaching: The Spring 2023 Edition

Musings on Markets

If, as you read this post, it feels like you have read it or a close variant before, it is because you have. Each year, ahead of teaching my classes at NYU's Stern School of Business in the spring, I invite readers to accompany me on my journey, and this year is no different.

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The CFO Playbook: How to Decrease Costs & Increase Engagement

Learn how to reduce costs while simultaneously increasing employee morale.

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Fed may cut rates in mid-2023: Fannie Mae

CFO Dive

The U.S. economy will likely enter a mild recession during the first quarter after a slump in manufacturing and consumer spending, according to Fannie Mae economists

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”,

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More than 8 million workers will get a raise on New Year’s Day: 23 states and D.C. will see minimum wage hikes ranging from $0.23 to $1.50 an hour

CFO News Room

On January 1, 23 states and Washington, D.C. will increase their minimum wages, raising pay for an estimated 8.4 million workers across the country.

CFO 130
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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( The Atlantic ).

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Happily Ever After: Core Guiding Principles to Achieving a Fairy Tale Month-End Close

Happily Ever After doesn’t just happen, except of course, in fairy tales. Hard work alone is not enough for month-end close best practices. It requires discipline, teamwork, and the right tools. All of this is within reach. Discover how your organization can achieve a Happily Ever After close.