CFO Dive

AUGUST 3, 2022

The persisting CFO gender disparity could shrink in the coming years as more women head into the financial field.

CFO 312

CFO Finance 312

Beacon CFO Plus

AUGUST 4, 2022

by Rob Joseph, Director, BeaconCFO Plus. In 2021, according to data from the Bureau of Labor Statistics (BLS), 68.9 million workers left their jobs. 70 percent of those individuals left voluntarily. Why are workers leaving their jobs in droves? The specific reasons will be different depending on industry and role, but Grant Thornton’s State of Work in America cites the top concerns aside from compensation as: The benefits package didn’t fit their needs (roughly ?

CFO 52

CFO Prioritization Numbers Marketing 52

Navigator SAP

AUGUST 5, 2022

The pharmaceutical industry has been transformed in recent years by pressure from intensely competitive markets and the need to comply with new regulations that mandate the highest quality standards across all processes. The industry is a complex one and highly regulated as well, as it deals with the safety of people’s lives. It requires not just R&D capability, talent, and strong capital investment over the long term, but also the need for a strong digital infrastructure.

Pharmaceutical 241

Pharmaceutical Manufacturing Compliance Investments 241

Simply Treasury

AUGUST 3, 2022

Automated bank connectivity through a single secure channel has become essential to reduce costs, facilitate on-boarding by banks, secure transactions, speed up and automate reconciliations and reduce staff workload. A “Bank Single Gateway” is no longer a "plus", but a "must" that every fund servicer or fund should have. It's the key to finally having better cash management, as multinational companies do.

Banking 147

Banking Reconciliations Treasury Securities 147

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

Accounting Firms

CFO Dive

AUGUST 5, 2022

Forty percent of CFOs are planning to hike up IT spending in the next 12 months, with many seeking to tap automation to collect key financial insights.

Budgeting 312

Budgeting Planning 312

The Reformed Broker

AUGUST 2, 2022

When you’re the size that Amazon is and you’re looking for growth, the only thing that could really move the needle for you is to attack a massive market opportunity. How does $4 trillion sound? That’s about what Americans spend directly on healthcare each year. Consider this past week’s acquisition as the solidifying piece of the story.

Healthcare 103

Healthcare Marketing 103

Simply Treasury

AUGUST 2, 2022

DEBRA, a new acronym that could cause nightmares for tax managers but also for corporate treasurers. It is a new proposal from the EU that could have significant impacts to consider, although its objectives are laudable and logical. The idea is not new to encourage companies to increase their capitalization and reduce their bank debt (partly through more recourse to the capital market - CMU project).

Finance 130

Finance Leverage Banking Treasury 130

CFO Dive

AUGUST 4, 2022

CFOs are wrestling with how much to spend on office real estate as the shift to hybrid work has accelerated.

Marketing 310

Marketing Planning 310

CFA Institute

AUGUST 5, 2022

Eswar S. Prasad provides an interesting and insightful exposition on the shifting landscape from traditional paper notes to digital currencies.

Currencies 122

Currencies Economics 122

Advertisement

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

Accounting

One to One

AUGUST 2, 2022

The post María José Martínez, is named leader in TTR and Datasite’s ranking of female financial advisors. appeared first on ONEtoONE Corporate Finance.

Corporate Finance 100

Corporate Finance Finance 100

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Envestnet has acquired Redi2, one of the most widely used ‘revenue management’ systems in broker-dealers that facilitates the flow of dollars coming in and being paid out to advisors in al

Technology 98

Technology Planning Sales Numbers 98

CFO Dive

AUGUST 5, 2022

Evidence of loose internal controls related to environmental, social and governance (ESG) data comes as the potential cost of companies getting ESG reporting wrong are rising.

Finance 299

Finance 299

CFA Institute

AUGUST 3, 2022

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

Risk Management 116

Risk Management Currencies Planning Economics 116

Advertiser: Paycor

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

Anaplan

AUGUST 2, 2022

Re-Live Anaplan Live! 2022 On-Demand One of the most nerve-wracking things any of us encounter in life is going first. As a child – the first to read out loud in class, the first to jump off a diving board, the first to give up your stuffed animals – being first always added an extra […].

98

98

FISPAN

AUGUST 2, 2022

On June 23 & 24, FISPAN’s Business Development Manager, Mara McGoey was found in Chicago at the premier Marcus Evans Open Finance, APIs, & Partnerships two-day conference. Bringing together leaders in Open Banking and Digital Innovation, the event explored opportunities enabled by Open Finance, including how strategic partnerships can accelerate open API initiatives.

Finance 98

Finance Banking Leadership 98

CFO Dive

AUGUST 1, 2022

CFOs globally are asking for added transparency and more consistency as regulatory bodies gear up to publish sustainability reporting standards later this year.

297

297

Nerd's Eye View

AUGUST 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). The guidance indicates that, despite early fears that Reg BI was ‘overly accommodating’ to the brokerage industry, the Commission is expecting that reducing conflicts of interest should be an ongoing task for broker-dealers rat

Compliance 98

Compliance Education Numbers Marketing 98

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.

Accounting

https://trustedcfosolutions.com/feed/

AUGUST 5, 2022

With world-class financial management software and tools, subscription automation, and service, Sage Intacct is the number one financial software trusted by leading private equity firms and their portfolio companies to build more profitable businesses. Sage Intacct offers a best-in-class approach to partnering with private equity firms to drive portfolio-wide EBITDA growth by delivering shorter time to value, predictable implementations, consistent pricing, and a single point of contact.

Leverage 97

Leverage Construction Transportation B2B 97

FISPAN

AUGUST 5, 2022

Bring the bank to your Oracle NetSuite environment with FISPAN’s bank-branded embedded app. FISPAN delivers a seamless commercial banking experience, allowing you to directly manage your payables, view all bank account and transaction details, eliminate manual uploads, automate your reconciliation, and more, all from within NetSuite.

Banking 97

Banking Reconciliations Accounting 97

CFO Dive

AUGUST 2, 2022

The PayPal CFO's new-hire bonus comes as some companies are using more cash-rich compensation packages to land finance chiefs.

CFO 286

CFO Finance 286

Nerd's Eye View

AUGUST 2, 2022

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Matthew Topley. Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating pr

Planning 97

Planning Investments Leverage Numbers 97

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.

Finance

Capital CFO LLC

AUGUST 5, 2022

Are you a business owner or nonprofit Executive Director frustrated with running day-to-day operations and spending additional weekends and evenings attempting to be both bookkeeper and CFO? A part-time or […]. The post Part-Time or Fractional CFO for Small Businesses appeared first on Capital CFO+.

CFO 52

CFO Nonprofit Accounting 52

Strategic Treasurer

AUGUST 4, 2022

Session 66. Coffee Break Session: What Is Alpha Investing? What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. They discuss what alpha investing is and how the model is used by companies for investing.

Investments 52

Investments Treasury Risk Management Finance 52

CFO Dive

AUGUST 1, 2022

Despite mounting signs of a recession, the labor market remains robust and CFOs should consider digitalizing employee recognition programs to retain talent.

Marketing 286

Marketing 286

Future CFO

AUGUST 4, 2022

Credit trends in Asia Pacific for most non-financial companies in the rest of 2022 remain stable with the exception of Chinese property developers, said Moody's Investors Service recently. However, slowing economic growth, rising inflation and hawkish monetary policies globally pose risks when it comes to credit trends in Asia Pacific, the firm noted.

Economics 52

Economics Forecasting Banking Investments 52

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.

Finance