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It is March 18th! Publication day is finally here! The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. It took a while of playing around with the concepts, but eventually, I hit on a structure that I found enormously useful: I organized our biggest impediments to investing success into three broad categories: Bad Ideas , Bad Numbers , and Bad Be
Hi everyone! My name is Anna, and I am an FP&A-holic. Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career.
A survey by Academized.com of 2,500 millennials (ages 26-41) found that 52% take on side hustles, with 33% juggling four or more jobs. Financial stability (31%), personal interests (24%), and career growth (17%) drive this trend. On average, side gigs bring in $12,689 annually, but 42% of respondents report burnout. Despite these challenges, 58% view polyworking as a viable long-term career path, signalling a shift away from traditional employment.
One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.
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
Minnesota lawmakers previously drew opposition to proposed rules opening alternative paths to CPA licensure. Now a rising number of states are proposing similar legislation.
Running a Tight Ship Or Watching Your Business Sink Faster Than the Titanic Success in finance is about more than just making money. A business might be generating revenue, but does that mean its financially healthy? Can it pay its bills on time? Is it growing in a sustainable way? These are the kinds of questions financial metrics help answer. By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-te
Running a Tight Ship Or Watching Your Business Sink Faster Than the Titanic Success in finance is about more than just making money. A business might be generating revenue, but does that mean its financially healthy? Can it pay its bills on time? Is it growing in a sustainable way? These are the kinds of questions financial metrics help answer. By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-te
Global Finance (GF): What are CIBs growth plans for 2025 and beyond across Africa? How will you achieve these? Islam Zekry (IZ): CIBs strategy is centered on expanding our footprint in East Africa by leveraging our expertise in corporate, SME and retail banking. Using Kenya as a regional hub, we will extend our reach into other key African markets that have strong trade ties with Egypt.
The 2024 U.S. Private Equity (PE) Middle-Market Annual Report highlights a year of recovery, strategic shifts, and emerging opportunities. For PE operating partners and board members navigating 2025s dynamic market conditions, several themes stand out. This analysis underscores critical takeaways for those leaders shaping investment strategies. Market Recovery and Deal Flow The middle-market PE space rebounded significantly in 2024 following the challenges of 2023.
Welcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.
Keeping up with bills, payroll, and expenses can be overwhelming. Without proper cash management, businesses risk financial stress and missed opportunities.Cash management controls, monitors, and optimizes cash flow, ensuring enough to cover expenses while using extra funds wisely. Poor forecasting and untracked expenses lead to cash shortages. For instance, the Resolution Foundation study found that 14% of UK workersface pay fluctuations, highlighting the risk of financial instability.
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
If there is anything that has unified business leaders since the pandemic, it is the commonality of thinking about the role that artificial intelligence will play in business. AI is on the mind of every business leader, and with good reason. It truly is a game-changer.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4% of advisor compensation, while commission-based revenues have declined to 23% of an average advisor's revenue.
As a CTO deeply immersed in the world of financial planning and analysis (FP&A), I've witnessed firsthand the transformative power of multi-dimensional modeling. In today's dynamic business environment, CFOs and finance teams are grappling with increasingly complex data and demanding faster, more accurate insights. Reliance on outdated, two-dimensional spreadsheets simply doesn't cut it anymore.
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.
Adobe debuted several new AI-driven products ahead of its investor day, coming as it seeks to reassure investors of the technology’s momentum and monetization potential.
Geopolitics is no longer just a threatits a strategic variable. From great-power competition to technological shifts and a fractured trade order, todays volatility is reshaping global business. Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning.
This week, I speak with Jim O’Shaughnessy, Founder and CEO of O’Shaughnessy Ventures. Prior to founding O’Shaughnessy Ventures, Jim was the Founder and Chair of OSAM (O’Shaughnessy Asset Management) which was acquired by Franklin Templeton in 2021. He also served as Senior Managing Director and Executive Director of Systematic Equity for Bear Stearns.
With each passing decade, not only does technology evolve at an ever more dramatic pace, but each new wave comes faster than the last. From the advent of the computer chip in the 1950s to the rise of the personal computer nearly 25 years later in the early 1980s, to the emergence of the internet just 15 years thereafter in the late 1990s, to mobile smartphones only 10 years after that in the late 2000s, to 'robos' less than a decade later in the 2010s, and most recently to AI, which 'suddenly' w
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.
Learn how CFOs can enhance decision-making through data-driven opportunities. Learn how CFOs can enhance decision-making through data-driven opportunities.
Cost transformation forces banks to innovate European banks are navigating a complex landscape characterized by economic headwinds and cost pressures. The Eurozone economy will grow by approximately 1.5% in 2025 , which is modest compared to previous years. This will lead banks to tighten their operational efficiencies. They are now using technology as a lever to reduce costs and innovate.
The National Stock Exchange (NSE) has launched a dedicated website for municipal bonds to boost the credibility and visibility of the market. The site offers comprehensive data on issuances, credit ratings, and trading volumes, aiming to enhance transparency and investor confidence. The initiative supports urban infrastructure funding by encouraging greater participation from institutional and retail investors.
Talking Money Without Causing Panic Numbers tell the truth, but how you communicate with them determines how they are received. As a CFO, your role goes far beyond reporting figuresyou shape strategic decisions, guide leadership, and influence confidence in the business. Whether you are presenting financial results to the board, discussing cost-cutting measures with senior management, or addressing concerns from your finance team, how you deliver financial realities matters as much as the numbe
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.
The tax break incentivizes private equity firms to keep businesses for more than three years. Eliminating it could have unintended consequences, a private equity CEO writes.
By David Enna, Tipswatch.com Over the years, I have been known to rail against Federal Reserve commentary coming on the eve of auctions of Treasury Inflation-Protected Securities.
If profits are overstated due to unreported losses, the entire financial picture is distorted, cant just look at the net worth, stated former ICAI President Amarjit Chopra. Chopra said that treasury operations and foreign exchange liabilities should have been thoroughly reviewed otherwise where is the need of Accounting Standards, an area where the CFO, auditors did not pay attention and the crisis landed.
If You Never Look Back, How Do You Know Where You Messed Up? Great leaders are not born; they are made through constant learning and reflection. Self-reflection is one of the most powerful tools a leader can use to improve their decision-making, communication, and overall effectiveness. But what does self-reflection actually mean for leaders, and how can it be practised in a meaningful way?
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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