CFO Dive

FEBRUARY 27, 2023

CFOs can remind business leaders that they have more cost optimization strategies to consider.

268

268

Barry Ritholtz

FEBRUARY 27, 2023

Physics has been seeking a grand “ Unified Field Theory ” that can explain everything in the universe. I sometimes wonder if we cannot find a similar overarching theory about all bad decision-making. The closest I have found as that single point of failure is the Dunning Kruger effect. Recall last week , we were discussing thinking about the impact of retiring Baby Boomers on the equity markets and of rising rates on housing.

Benchmarking 130

Benchmarking Valuation Investments Marketing 130

CFO Dive

MARCH 1, 2023

As accountants and CPAs increasingly battle with burnout, the pool of talent for the industry is getting smaller.

Accounting 300

Accounting 300

Tips Watch

FEBRUARY 26, 2023

Yields could continue to rise, but it may be time to think longer term. By David Enna, Tipswatch.

Treasury 97

Treasury Investments 97

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

FEBRUARY 26, 2023

Top uses for AI in the financial services sector include ‘next-best action’ systems; portfolio optimization; and fraud detection.

360

360

The Reformed Broker

FEBRUARY 26, 2023

Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City. He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. He works for thieves, hustlers, well-meaning know-nothings and the morally compromised, men who will say and se.

Investments 117

Investments 117

CFO Dive

FEBRUARY 27, 2023

The British oil and gas producer tapped its director of finance as acting CFO. Its board also commenced a “strategic review” of the company’s assets, cost base and future business strategy.

CFO 258

CFO Finance 258

Barry Ritholtz

MARCH 3, 2023

Have a look at the BAML chart above. 1 It is one of my favorites, but for reasons that might not be readily apparent at first glance. The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. 2 The current move from 2021 highs is shown in red.

Marketing 134

Marketing Economics Finance Numbers 134

CFO News

FEBRUARY 27, 2023

The finance leader has plans to continue focusing on reducing debt to turn the company become completely debt free by 2025 through free cash flows from focused revenue growth, as well as effective working capital management.

CFO 105

CFO Finance Planning 105

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Accounting

Accountancy Today

MARCH 1, 2023

FRP Corporate Finance has advised on the pre-pack sale of Truphone Limited, a global mobile communications company, to TP Global Operations Limited, in a transaction that saves around 450 jobs. Headquartered in London and with a research and development centre in Lisbon, Truphone specialises in the provision of connectivity plans and mobile phone recording compliance solutions for major financial institutions; connectivity plans for enterprises and eSIM enabled internet of things (IoT) devices;

Corporate Finance 104

Corporate Finance Sales Finance Restructuring 104

CFO Dive

MARCH 2, 2023

Only 34% of large companies showed signs of being strategic about their technology investments in financial disclosures, according to a recent report from Deloitte.

Investments 339

Investments Technology 339

Barry Ritholtz

MARCH 2, 2023

Fascinating dive into rent increases on a county by county basis via USAFacts: Rents rose in 58% of all counties nationwide between 2020 and 2023. Data shows that rents rose and dipped between neighboring zip codes. Housing prices jumped during the COVID-19 pandemic as remote work caused many Americans to reconsider their living situations. Rent prices also rose, with inflation-adjusted median rent growing from $1,163 in 2019 to $1,191 in 2021, according to the US Census Bureau.

Marketing 126

Marketing 126

Navigator SAP

MARCH 3, 2023

A supply chain--by definition--has a lot of moving parts. It covers everything from the raw materials to the workers creating a product to the final delivery of goods to the consumer. For a business, keeping that chain operating smoothly is fundamental to the firm’s existence.

100

100

Advertiser: Paycor

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CFA Institute

FEBRUARY 27, 2023

How has shorting lousy stocks worked as a strategy?

Performance Measuring 100

Performance Measuring Economics Investments 100

CFO Dive

MARCH 3, 2023

The surge in use of conversational artificial intelligence has prompted scrutiny of the technology’s role in financial decisions.

Data Analysis 286

Data Analysis Financial Data Technology 286

Barry Ritholtz

FEBRUARY 27, 2023

My back-to-work morning train WFH reads: • How to Print Money : Cash may seem old-fashioned these days — but in much of the world, cash is still king. The process of making money requires teams of experienced designers and engravers who etch the plates with portraits, vignettes, lettering and ornamentation. The designs are crafted with both aesthetics and security in mind. ( New York Times ) • Apartment Rents Fall as Crush of New Supply Hits Market : Declines signal tenants may be maxed-ou

Valuation 116

Valuation Securities Marketing Investments 116

CFO Talks

MARCH 2, 2023

1X ‘ It’s not how well you talk, it’s about the work you put in’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. Go to www.cfoclub.co.za and join our community of accounting and finance executives.

Auditing 98

Auditing CFO IFRS Construction 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

CFO News

MARCH 2, 2023

When transformation cuts across functions and is not limited to finance, then the role of the CFOs becomes more strategic and they have to ensure that everybody’s stake is well covered, says Deepal Shah.

CFO 98

CFO Finance 98

CFO Dive

FEBRUARY 27, 2023

Midsize businesses are still looking to grow headcount despite macroeconomic challenges, but in order to do so effectively, they need to have a thorough headcount management plan in place, according to TeamOhana’s CEO.

Planning 286

Planning 286

Barry Ritholtz

MARCH 2, 2023

My morning train WFH reads: • All the recessions that didn’t happen. The future doesn’t always cooperate with the present because whatever is going to happen hasn’t happened yet. So forecasters are frequently wrong. They’ll never stop forecasting, but their recent track record should make you skeptical every time you hear somebody predicting a recession. ( Yahoo Finance ) • World’s Rich Take Advantage as $1 Trillion Property Market Craters : Wealthy investors were the most active buyers of comme

Forecasting 111

Forecasting Finance Investments Sales 111

Nerd's Eye View

MARCH 1, 2023

When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is that these conversations will help the prospect ease into a positive frame of mind (by thinking about a vacation, retirement, or another future aspiration) and, at the same time, present the advisor with an opportunity to show how their services can help the prospect achieve their goals.

Communication 98

Communication 98

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

CFO News

FEBRUARY 28, 2023

In the absence of the GST Appellate Tribunal, the taxpayers were devoid of any direct remedy and had to approach High Courts. CBIC has now submitted before the Bombay High Court that it will not oppose or block any tax litigation if a taxpayer is willing to file an appeal in the HCs through e-filing.

98

98

CFO Dive

MARCH 2, 2023

CFOs are ready to drive innovation at their organizations, but it may be hard for them to shake off the role of the nay-saying finance leader, according to a recent study.

Finance 268

Finance 268

Centage

FEBRUARY 28, 2023

Excel is a standard tool in many offices. Data analysts rely on spreadsheets to compile and house data while using features to create essential visual elements, like graphs and charts. Though Excel is convenient and easy to use, it has many downsides, including causing your company to lose a vital resource — your historical data. Keep reading to discover why your historical data is essential and how you can protect it.

Forecasting 98

Forecasting Communication Marketing Planning 98

One to One

MARCH 2, 2023

The post BUYING A COMPANY: HOW TO PREPARE appeared first on ONEtoONE Corporate Finance.

Corporate Finance 98

Corporate Finance Finance 98

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