Nerd's Eye View

JULY 26, 2023

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client. However, there is no standard style of what is included in these plans, and as financial planning software has gotten more sophisticated and capable over time, "The Plan" has gotten longer and longer with addit

Planning 86

Planning Communication Technology 86

CFO Dive

JULY 25, 2023

The Federal Reserve is widely expected to raise the benchmark rate again this week. Finance executives must adjust their strategies, PwC’s Wes Bricker asserts.

Benchmarking 223

Benchmarking Finance 223

CFO News

JULY 24, 2023

In an interaction with ET CFO, Ashutosh Khanna, Co-Founder and Director, Executive Search and Talent Advisory Company WalkWater Talent Advisors said CFO hirings are no longer confined to basic structural demands of accounts preparations and submission, and IPO-related works in case of listing.

CFO 52

CFO Accounting 52

CFO Dive

JULY 26, 2023

Fraud and missing information are some of the culprits behind prompt processing of invoice payments, Versapay CFO Russell Lester said.

Accounting 235

Accounting Invoicing CFO 235

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Barry Ritholtz

JULY 25, 2023

Over the weekend, I noticed someone was wrong on the internet. Anthony Pompliano is a crypto fan who has amassed a huge (1.6 million) following on Twitter. As the Tweet (X?) above shows, he made a newbie error looking at the performance of the S&P500: He left out dividends, thereby omitting most of the returns. I replied 1 to the tweet, politely pointing out that my colleague Ben Carlson had previously explained that “since 1928, equity market returns including dividends are 70% higher than

Accounting 98

Accounting Finance Economics Investments 98

Barry Ritholtz

JULY 26, 2023

One of the more foolish arguments 1 that seem to be emanating from the Fed about their intention to raise rates another quarter point today: The 2% inflation target that has been in place pretty much the entire post-financial crisis era. There is no empirical evidence showing 2% is the optimal long-run inflation target, given the Fed’s dual mandate of price stability and maximum employment.

Economics 98

Economics Numbers Marketing Investments 98

Centage

JULY 25, 2023

Businesses across numerous industries use Microsoft Excel spreadsheets to accomplish a wide range of tasks, including bookkeeping, accounting, and project management. Excel formulas can make performing simple calculations easy and automatic. Though some businesses rely on Excel for budgeting and financial management needs, the software has some notable disadvantages that may make it a less-than-optimal solution for your business.

Budgeting 98

Budgeting Financial Planning and Analysis (FP&A) General Ledger Forecasting 98

CFO News

JULY 26, 2023

India was ahead of the world when it introduced Mandatory Audit Firm rotation through the Companies Act 2013 in Fiscal 2018. Korea has taken it further with this Auditor Designation System from Fiscal 2019.

Auditing 98

Auditing 98

CFO Dive

JULY 25, 2023

While generative AI has potential, this “new generation of AI doesn't run well, at all, on the current computer infrastructure that banks have,” NVIDIA’s Malcom DeMayo said.

Banking 241

Banking 241

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Navigator SAP

JULY 28, 2023

Business operates differently now. They evolve faster and scale without heavy technology investment, they connect directly with other systems, they leverage data and automation, and soon they will use artificial intelligence for everything from insight to operational efficiency. Most businesses that have grown beyond a handful of employees now use an enterprise resource planning solution (ERP) for running backend operations, with SAP the market leader of this crucial backend software.

SAP 130

SAP Technology Leverage Investments 130

CFO Talks

JULY 27, 2023

The new IFRS sustainability standards will impact businesses large and small, says Suresh Kana, trustee and deputy chair of the IFRS Foundation. Kana unpacked these standards and their sweeping consequences at the recent CFO Africa Conference. What the standards entail The two standards, named S1 and S2, were published on the 26th of June this year.

IFRS 98

IFRS Benchmarking CFO Communication 98

CFO News

JULY 27, 2023

In India, audit committees of companies are increasingly paying attention to the greater diligence needed. However, in many companies, the process followed continues to remain ad-hoc and at times lacks transparency. It is high time that they realize the criticality of their role in improving audit quality.

Auditing 98

Auditing 98

CFO Dive

JULY 25, 2023

Eva Boratto joins the Columbus, Ohio-based personal products maker — long a familiar storefront inside many retail properties — as it shifts away from malls.

CFO 242

CFO Retail 242

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

Planning

The Reformed Broker

JULY 24, 2023

The downloads for this episode as an audio podcast are among the fastest we’ve ever seen, with over 30,000 listens in the first couple of days and counting. This will go over 45,000 by week’s end. The YouTube video is on pace to do a similar number. Combine the two and you’re talking about one of the biggest audiences in finance for a podcast episode.

Finance 98

Finance Numbers 98

Nerd's Eye View

JULY 25, 2023

Welcome back to the 343rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rita Robbins. Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 billion in assets under advisement. What's unique about Rita, though, is how as the founder of one of the first woman-owned Super-OSJs nearly 30 years ago, she has witnessed first-hand the evolution of the Supe

Compliance 97

Compliance Leadership Technology Sales 97

CFO News

JULY 25, 2023

Indian scheduled commercial banks have recovered around Rs 10 lakh crore from non-performing assets (NPAs) in the last nine financial years, according to the country's finance ministry. Minister of State for Finance Bhagwat Karad added that the Insolvency and Bankruptcy Code, 2016 and the Securitisation and Reconstruction of Financial Assets and Enforcement of Security Interest Act, 2002 have helped change the credit culture.

Banking 98

Banking Finance Securities 98

CFO Dive

JULY 25, 2023

The funds will be invested toward product development, growing the company’s team and accelerating its “go-to-market strategy,” according to Bunker CEO Shivom Sinha.

Startups 232

Startups Finance Investments Marketing 232

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

Finance

Barry Ritholtz

JULY 27, 2023

My morning train reads: • Commercial Real Estate Is in Trouble, but Not for the Reason You Think : As far as weak spots go, there are reasons for concern. Offices comprise 80% of new delinquencies in commercial real estate loans, and occupancy rates in major cities consistently hover around 50% of capacity. But the towers we once commuted to comprise just a tiny fraction of the overall commercial real estate market.

Finance 97

Finance Investments Marketing Numbers 97

Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms seeing gains in clients and AUM per professional and a reduction in annual hours spent per client for operations and administration in the past 3 y

Benchmarking 90

Benchmarking Practice Management Securities Numbers 90

CFO News

JULY 26, 2023

Milkbasket’s Chief Financial Officer (CFO) Gaurav Srivastava along with co-founder Yatish Talvadia and Chief Operating Officer (COO) Abhinav Imandi stepped down recently following merger with JioMart.

CFO 97

CFO 97

CFO Dive

JULY 27, 2023

With the messy task of closing hundreds of Bed Bath & Beyond stores poised to be completed this month, the home-goods retailer’s Holly Etlin reflects on her role as a kind of “uber CFO.

CFO 228

CFO Retail 228

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Accounting

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards. This new update focuses on the progress of regulatory requirements and software solutions for tangible accounting and reporting of ESG, along with a look at how ESG management can help drive corporate value.

IFRS 89

IFRS Accounting SAP Compliance 89

Nerd's Eye View

JULY 24, 2023

As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience and can appreciate some of the nuanced challenges that an industry outsider might not.

Practice Management 90

Practice Management Planning Financial Data 90

CFO News

JULY 28, 2023

Public and privately held Indian firms can now list their shares on the International Financial Services Center at Gujarat International Fin-Tec City, Finance Minister Nirmala Sitharaman announced at a briefing Friday.

Finance 95

Finance 95

CFO Dive

JULY 27, 2023

Alexandra Brooks was promoted to the car rental company’s top finance post after being named interim CFO in March and serving as its chief accounting officer since 2020.

CFO 227

CFO Finance Accounting 227

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