Barry Ritholtz
MARCH 8, 2023
I love the idea of convergence — those rare times when multiple stories about very different issues seem to all land on the same “Grand Truth,” albeit from very different perspectives. Yesterday brought just such a three-part convergence into focus. It’s about money and happiness, which is very much the intersection of where I spend much of my time: Capital Markets , and Behavioral Finance.
Nerd's Eye View
MARCH 6, 2023
Welcome to the March 2023 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 Conquest, a Canadian financial planning software provider (founded by the prior founder of NaviPlan) has raised $24M (CAD) of private equity capital in preparation for expanding its reach into the US &
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CFO Dive
MARCH 9, 2023
Finance chiefs edged out top executives for salary increases on average, though CEOs saw higher gains in total compensation.
Mckinsey and Company
MARCH 7, 2023
Higher inflation, higher interest rates, and other challenges mean that the real estate industry needs new paths to success.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Business operations are getting increasingly complex, shareholders are demanding more, and your auditors are breathing down your neck like never before. In this high-pressure environment, it’s important to remember that reconciliation activity is your last line of defense against financial fraud and errors. Insisting on a manual process to handle month-end reconciliations is a risky endeavor that places an undue burden on your accounting team.
The Reformed Broker
MARCH 7, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Powell to Congress – “Fed chief Powell is set to begin two days of congressional testimony Tuesday, where he’ll have the chance to explain the central bank’s planned response to a more resilient e.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Barry Ritholtz
MARCH 6, 2023
This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. We can expect a series of useless questions, posturing for sound bites, and self-aggrandizing speeches that pretend to be questions.
CFO Dive
MARCH 6, 2023
The Biden administration’s new 35-page report, released last week, calls for increased regulation and warns that some U.S. companies are not doing enough to respond to escalating cyber threats.
Mckinsey and Company
MARCH 8, 2023
Using principles of operational excellence, empowering workforces, and adding digital processes to production can help companies achieve new levels of performance.
CFO Dive
MARCH 7, 2023
The over 150-year-old company — better known for its lawn and garden products — has become one of the biggest players in the emerging cannabis market.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
The Reformed Broker
MARCH 4, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week On TRB appeared first on The Reformed Broker.
Navigator SAP
MARCH 10, 2023
Good morning everyone. My name is Sean Barbera. I'm the director of marketing here at Navigator Business Solutions. Today I have Gary from Alluvia and Mark from ShipStation. We're all excited to have them present this intelligent shipping integration with SAP Business One. So with that, I'm going to hand it over to Gary. Take it away.
Mckinsey and Company
MARCH 8, 2023
While still nascent, generative AI has the potential to help fashion businesses become more productive, get to market faster, and serve customers better. The time to explore the technology is now.
CFO Dive
MARCH 10, 2023
Meta will be reevaluating its teams and projects, while also aiming to invest in key areas like AI and automation to drive its year of efficiency, CFO Susan Li said.
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Barry Ritholtz
MARCH 10, 2023
Armchair quarterbacking the decisions of the Federal Reserve long ago became a blood sport. With the benefit of hindsight, we all are genius central bankers. I particularly loathe managers who lay all the woes of the world at the feet of the Federal Reserve. For more than a century, America’s central bank has been a key part of the investing environment, and it’s your job as an active manager to incorporate their probable policy decisions into your strategy.
Navigator SAP
MARCH 10, 2023
There was a time when security was a legitimate question for businesses that were thinking of moving their workloads to the cloud and adopting a cloud-based ERP solution such as SAP Business ByDesign. But times have changed.
Mckinsey and Company
MARCH 6, 2023
Design thinking is a systemic, intuitive, customer-focused problem-solving approach that organizations can use to respond to rapidly changing environments and to create maximum impact.
CFO Dive
MARCH 9, 2023
The retail giant is focusing on in-store technology and logistics improvements and positioning stores as distribution points for online shopping.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Musings on Markets
MARCH 8, 2023
This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplayed element of corporate finance. To illustrate the heat that buybacks evoke, consider two stories in the last two weeks where they have been in the news. In the first, critics of Norfolk Southern, the corporation that operates the trains that were involved in a dreadful chemical accident in Ohio, pointed to buybacks that it had done as the pro
The Reformed Broker
MARCH 10, 2023
The spectacular blow-up currently taking place at SVB and its primary subsidiary, Silicon Valley Bank, is the biggest story in the markets this week. SVB is systemically important for the technology sector and its Northern California ecosystem. As Jim Cramer put it last night, the Federal Reserve has been firing a machine gun at the economy for the last 12 months but it hasn’t hit anything yet.
Mckinsey and Company
MARCH 10, 2023
In the modern workplace, middle managers face many challenges. A new survey finds three areas where organizations can better support their managers and help them accomplish more.
CFO Dive
MARCH 7, 2023
The majority of leaders at financial institutions say interest rates will drive business model guidance this year but few are leveraging financial data to support these changes.
Speaker: Raul Perez, VP and CFO of Lancaster Leaf
Lancaster Leaf Tobacco Co Inc. is a subsidiary of Universal Corporation, the leading global leaf tobacco supplier. Lancaster Leaf supplies virtually all the major cigar manufacturers in the U.S. with filler, binder, and wrapper, and exports filler, binder, and wrapper to international cigar manufacturers. This all could mean a complicated month-end close - before automation.
CFO News
MARCH 9, 2023
India's top domestic private recruiter banks on the world's China plus one strategy and the central government production-linked incentives schemes for reaching the target.
Barry Ritholtz
MARCH 5, 2023
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The age of the Silicon Valley ‘moonshot’ is over :Big Tech’s cost-cutting and layoffs are another nail in the coffin for the industry’s most ambitious and costly projects. ( Washington Post ) • Rupert Murdoch’s deposition in $1.6 billion defamation case is ‘a nightmare’ for Fox News, legal experts say : First Amendment scholars say defamation case against Fox News is “unusually strong.” ( Grid ) see also
Mckinsey and Company
MARCH 10, 2023
One of Europe’s top talent investors talks about his unique approach to backing companies before they exist and how to find the “edge” in a potential founder.
CFO Dive
MARCH 8, 2023
Leaders are moving away from a period where “the answer was cloud all the time without a lot of discipline,” Kurt Shintaffer says.
Speaker: William Hord, Senior VP of Risk & Professional Services
Enterprise Risk Management (ERM) is critical for industry growth in today’s fast-paced and ever-changing risk landscape. When building your ERM program foundation, you need to answer questions like: Do we have robust board and management support? Do we understand and articulate our bank’s risk appetite and how that impacts our business units? How are we measuring and rating our risk impact, likelihood, and controls to mitigate our risk?
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