Sat.Oct 21, 2023 - Fri.Oct 27, 2023

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What businesses can learn from the F-35B fighter jet failure

CFO Dive

When planning complex projects, it’s important to focus on their core purposes without adding nonessential features, project management expert Dr. Te Wu writes.

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Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off

Nerd's Eye View

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors. Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice.

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Trending Sources

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The Greatest Missed Opportunity of Our Lifetimes

Barry Ritholtz

The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt. It’s gone vertical as rates have moved from effectively 0 to over 5%. When rates were zero all of corporate America refinanced, lowering the cost of their debt to historically low levels. Households did the same; today 61% of homeowners with a mortgage are paying 4% or less in interest.

Treasury 133
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A hard look at divestment calendar: Govt may adopt a 'prudent selloff' approach

CFO News

The finance ministry is likely to adopt a "prudent selloff" approach now, one official told ET, adding there won't be "divestment for the sake of divestment anymore" and the government will remain mindful of the right price for its assets as well as the interests of investors.

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Live Demo - Supercharge your Month End Close

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

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Navigating Financial Disasters

Barry Ritholtz

Earlier this year, I gave my first presentation since the pandemic began. I discussed all of the many ways we hurt ourselves financially, specifically, the focus was on the 3 biggest mistakes high net-worth people make. I got lots of good feedback about the presentation, but my favorite note from someone in the room was: “ Thanks for identifying these issues, but how do I navigate them ?

More Trending

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How to introduce data integrity in your regular FP&A activity?

Spreadym

Data integrity refers to the accuracy, consistency, and reliability of data in a system or database. It ensures that data remains unchanged and complete during its lifecycle, from creation and storage to retrieval and processing. Data integrity is a critical aspect of data management and is essential for maintaining the trustworthiness of data for various purposes, including decision-making, compliance, and security.

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Straddling the CFO, COO divide: Brex

CFO Dive

As C-suite responsibilities change, the gap between roles such as the CFO and chief operating officer is narrowing.

CFO 291
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The eight factors for businesses' NFT adoption

Future CFO

Business leaders see benefits in the adoption of non-fungible tokens or NFTs, according to a joint study by Bain & Company and the World Economic Forum. The Evolution of Non-Fungible Tokens report found that the global adoption of NFTs has been relatively constant since June 2022, emphasising that mass adoption is not over and will take time to unfold.

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Finance leaders’ digital transformation plan for next 5 years falls short on ambition: Survey

CFO News

Decision makers’ five-year plans and digital transformation ambitions appear to be equally restrained with investments in the coming year, says a Thomson Reuters survey

Planning 105
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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

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.

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The Future of SAP Business ByDesign: 2023 and Beyond

Navigator SAP

SAP Business ByDesign has grown into a trusted, mature ERP solution for fast-growing and medium-sized business since its initial release in 2007. With its use of SAP’s new Business Technology Platform (BTP), Business ByDesign is further evolving into a core product for businesses not ready for SAP’s flagship S/4HANA ERP solution.

SAP 297
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Gensler says SEC aims to avoid overreach on climate risk rule

CFO Dive

The SEC chief has come under fire for proposing that companies release data on the greenhouse gas emissions by their suppliers and customers.

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There are four million households in North Carolina

The Reformed Broker

Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.

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Israel-Hamas war raises geopolitical risk premium but little implication on FY24 growth: Economists

CFO News

India needs to be watchful of downside risks in case the conflict escalates into a wider regional disturbance involving more countries in the GCC and West Asia, they caution.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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I Bond’s fixed rate: An updated projection

Tips Watch

By David Enna, Tipswatch.com Back on Oct. 8 I posted an article, “The I Bond’s fixed rate will rise. But by how much?” attempting to forecast the potential new fixed rate for the U.S.

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5 ways CFOs can support workers in times of crisis

CFO Dive

“Most importantly, ask how employees are doing and then just listen,” Catalyst's Tara Van Bommel says.

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Nonprofit Agenda Management: Empowering Organizational Success

Capital CFO LLC

Introduction Nonprofit agenda management at its core is a game changer. It helps you to run efficient, effective and productive meetings. Building the right agenda is a tool in your […] The post Nonprofit Agenda Management: Empowering Organizational Success appeared first on Capital CFO+.

Nonprofit 105
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'Unlocking complex terrain': How India Inc CFOs strategize to manage legal cost?

CFO News

Finance heads are focused on continuous monitoring, proper classification and correct accounting of legal spending. CFOs are also utilizing technology and automation for effective compliance which eventually leads to reduction in legal spending. ETCFO delves into how CFOs are strategizing to manage legal cost?

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • Charles Schwab Has Had a Terrible Year. The Surprising Reason the Brokerage King Won’t Be Dethroned. For some advisors, the move to Charles Schwab from TD Ameritrade didn’t go smoothly. Chances are, they’ll stick around anyway. ( Barron’s ) • A Recession Is No Longer the Consensus : In WSJ survey, economists lower recession probability below 50% and say Fed is finished raising interest rates. ( Wall Street Journal ) but see Car Owners

Budgeting 105
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Risks to earnings put CFOs on defensive: AFP

CFO Dive

Rising borrowing costs are straining balance sheets and complicating efforts by CFOs to refinance debt.

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Weekend Reading For Financial Planners (October 28-29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity of their financial goals.

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GST Changes: Amnesty scheme, guarantee tweaks to have far-reaching impact on India Inc

CFO News

The 52nd GST Council Meeting took several major decisions recently. ETCFO has curated the list of the bigger ones and their impact on businesses.

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Doing More With Less: The Modern Finance Miracle

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.

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Webinar- Crucial Considerations in RevRec for Your S/4HANA Transformation

Bramasol

In this webinar we will talk with RevRec Experts from Bramasol and others on key considerations for managing the transition from SAP ECC to S/4HANA and implications for Revenue Recognition. We will touch on key considerations from actual projects around migration from SD RevRec to RAR, customizations of SD that impact RevRec and insights on migration of ECC RAR to S/4 RAR.

SAP 98
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Buzzfeed taps treasurer for next CFO

CFO Dive

The financial leadership shift comes as a move to AI-generated content failed to bolster the digital media company’s revenue.

CFO 292
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Extracting Actionable Takeaways From The SEC’s Staff Bulletin Regarding An RIA’s Standard Of Care

Nerd's Eye View

There is a general understanding that investment advisers have a fiduciary relationship with their clients – in other words, that they are required to act in the client's best interests. But although this concept makes sense in the abstract, it isn't always clear what an adviser needs to do to fulfill their fiduciary duty in real-life situations.

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Byju's Ajay Goel resigns, re-joins Vedanta as CFO

CFO News

Byju's said it has made new appointments in its finance function, with Pradip Kanakia as senior adviser and Nitin Golani, currently the President-Finance, who will take charge as India CFO.

CFO 105
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Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.