Barry Ritholtz

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! It is natural to hope the flipping of the calendar brings something new and different. But why? It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 seconds to complete one orbit – to return to its exact same place in space relative to our star, the sun.

Forecasting 131

Forecasting Economics Marketing Investments 131

CFO Leadership

DECEMBER 31, 2022

Today, finance teams are increasingly being called upon to help their businesses become more resilient to withstand any challenges that come their way. The more things change, the more finance teams must remain flexible, increase speed, and find ways to overcome uncertainty. What does it take to build resiliency in finance? You must ask questions, find answers, and rally stakeholders behind your plans.

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Finance Accounting CFO Leadership 52

CFO Dive

JANUARY 3, 2023

CFOs should think about automation as an “additional teammate” in their financial departments as they look to push digital transformation initiatives forward in the new year.

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CFO News Room

JANUARY 4, 2023

In a tight labor market, especially when news of large and small-scale layoffs continues to proliferate, it might seem inadvisable to look for a new job if you’re employed. But if you’re not engaged in your work, that will eventually show, which could put your career at risk. Once you realize you’re spending 40 hours weekly feeling unfulfilled, it’s always better to control your destiny than wait for others to decide your fate for you.

Problem Solving 130

Problem Solving Economics Leadership Marketing 130

Advertiser: Paycor

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The Reformed Broker

JANUARY 3, 2023

If you’re a financial advisor or a fund manager and you weren’t down 20% last year, you won, basically. The S&P fell into a 20% bear market while the Nasdaq crashed almost 40%. Bonds were down double digits as an asset class. International stocks, while outperforming the US and not down as much, were still down a lot. Except for Turkey, which inexplicably doubled last year – here’s the TUR ETF, The post Think you have it bad?

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Marketing 117

CFO Dive

JANUARY 4, 2023

The new 1% excise tax on share buybacks — effective Jan. 1 — threatens to ding special purpose acquisition companies as the SPAC market has all but dried up.

Marketing 201

Marketing 201

Jedox Finance

JANUARY 3, 2023

Financial planning and analysis (FP&A) is evolving into a whole new area of influence with cross-departmental and cross-dimensional impact. Accurate, frequent, and integrated business planning is crucial as geopolitical tensions, worldwide inflation, and supply chain disruption continue to reshape the global economy. We have identified 7 FP&A trends that are top of mind here at Jedox and with our customers and Partners around the world.

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Financial Planning and Analysis (FP&A) Forecasting Finance Planning 98

Embark With Us

JANUARY 3, 2023

Hurricane Ian. Relentless wildfires in the west. Floods, earthquakes, and drought. As much as we hate to say it, we're not lacking for natural disasters these days, and relief doesn't appear to be on the horizon.

Accounting 98

Accounting 98

CFO News

JANUARY 4, 2023

On the professional front, CFOs resolve to make businesses more resilient.

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Advertiser: Acterys

Welcome to the Future of Technology for CIOs & CFOs! Ever stood on the precipice of a technological revolution, feeling the energy of change? Ever been captivated by the whispers of a software that's not just innovative but genuinely groundbreaking? Acterys unveils a groundbreaking technology tailored for CIOs and CFOs. This state-of-the-art solution streamlines data integration, analytics, and forecasting, empowering leaders to make informed decisions quickly.

CFO

Mckinsey and Company

JANUARY 4, 2023

Although a fully immersive, interconnected metaverse remains years away, mobility stakeholders can already capture real business value from the technologies designed to enable it.

Technology 354

Technology Sales Marketing 354

CFO Dive

JANUARY 6, 2023

As finance leaders grapple with labor shortages and talent woes, establishing a strong culture of performance management is key, a Stanton Chase executive says.

Finance 294

Finance 294

CFO News Room

JANUARY 6, 2023

Picture this: You’re the proud CEO of a successful company, known for being a great place to work, and you open the news to find that your biggest competitor’s workforce is unionizing. You knew about the new wave of organized labor, but you never thought it would happen in your industry. Now you start to wonder if you might be next. It’s a reasonable concern.

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Communication Construction Leadership Education 130

Navigator SAP

JANUARY 5, 2023

Enterprise resource planning (ERP) solutions are popular among organizations looking to manage their business functions and optimize business processes within a centralized and integrated network.

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SAP Planning 130

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Banking

Mckinsey and Company

JANUARY 5, 2023

Setting up a winning digital and advanced-analytics organization is hard. Decisions about talent and technology will often determine the transformation’s success.

Technology 339

Technology Management Consulting 339

CFO Dive

JANUARY 6, 2023

Fed efforts to curb inflation, an imbalance in the demand and supply of workers and clarification of accounting standards are among the CFO trends this year.

CFO 267

CFO Accounting Standards Accounting 267

CFO News Room

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Where investing your small nest egg and adding to it regularly can lead to significant returns over time, stuffing $2,000 to $3,000 in cash under your mattress can mean losing money to inflation over time. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investments 130

Investments Accounting Finance Marketing 130

Navigator SAP

JANUARY 3, 2023

Each business and its processes are different. So, it’s unlikely that the same management software will be appropriate for all businesses. This is why developers came up with the idea of designing enterprise resource planning (ERP) software that responds to the unique needs of a business while staying on budget.

SAP 130

SAP Budgeting Planning 130

Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place. Let’s step back and focus on the idea that no matter how complicated the compliance and security regime, it should be able to be distilled down to a checklist.

Securities

Mckinsey and Company

JANUARY 6, 2023

Results from the 2022 McKinsey Global Industrial Robotics Survey reveal that industrial companies are set to spend heavily on robotics and automation. However, many will need help to complete the journey.

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CFO Dive

JANUARY 3, 2023

The interim guidance gives tax preparers some key directions for interpreting the 15% Corporate Alternative Minimum Tax. But more questions remain, experts say.

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CFO News Room

JANUARY 6, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) has received significant pushback from investment adviser and financial industry trade groups to the regulator’s recent proposal that would establish formalized due diligence and monitoring obligations for investment advisers that outsource certain advisory functions.

Auditing 130

Auditing Practice Management Investments Securities 130

Barry Ritholtz

JANUARY 2, 2023

Merry Christmas, Happy New Year, and all the rest of the seasonal glad tidings for you and yours in 2023. Before we roll up our sleeves and start to engage in the serious business of managing risk in the capital markets, I wanted to share a story that is more in keeping with the spirits of the season. I ran track in high school. My father’s advice when I joined the team was: Find the fastest guy on the team and keep up with him.

Startups 138

Startups Banking Accounting Technology 138

Advertiser: Paycor

Choosing an HCM partner is one of the most important decisions you’ll make because time is one of your company’s most strategic assets. How do you want to spend your time?

Technology

Mckinsey and Company

JANUARY 6, 2023

Underwriters can use granular trend-impact diagnostics on portfolios, recalibrated risk selection, and greater underwriting agility to adapt to the evolving and uncertain insurance market.

Marketing 250

Marketing Risk Management 250

CFO Dive

JANUARY 3, 2023

The PCAOB has stirred up criticism since SEC Chair Gary Gensler shook up its leadership and called for sharper regulation of the firms that audit public companies.

Budgeting 249

Budgeting Auditing Leadership 249

CFO News Room

JANUARY 6, 2023

As 2022 closes and 2023 begins, we spoke with the members of our senior sales team for the construction industry to get their thoughts on the challenges construction companies will face in the new year. These four gentlemen, Brad Bullock, Justin Mock, James Seela, and Tom Tornee have over 85 years of combined experience in the construction industry, and over 35 years with CCG (that’s a lot of experience).

Construction 130

Construction Economics Finance Forecasting 130

Barry Ritholtz

JANUARY 6, 2023

Source : Bloomberg Billionaires Index. I was in the midst of my analysis of how the Fed would react to softening wage gains in the NFP data, when the markets exploded 2.5% higher. The Fed is very concerned that the perennially underpaid median worker has been seeing wage increases. The past few years follows 3 decades of lagging income. It kinda killed my motivation to write yet another pierce discussing Fed actions.

Marketing 124

Marketing 124

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Reconciliations

Mckinsey and Company

JANUARY 5, 2023

Growth in the availability and variety of real-world data, including nonhealth sources of data, opens up new opportunities, as well as challenges, in their application to real-world evidence and improving health outcomes.

Pharmaceutical 227

Pharmaceutical 227

CFO Dive

JANUARY 5, 2023

The Union, N.J.-based company has faced a range of external and internal challenges stemming in part from inventory constraints, credit limits and the death of its CFO in September.

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CFO 225

CFO News Room

JANUARY 6, 2023

Posted January 6, 2023 at 9:44 am by EPI Staff. Below, EPI economists offer their initial insights on the jobs report released this morning, which showed 223,000 jobs added in December and wage growth slowing. . From EPI senior economist, Elise Gould ( @eliselgould ): Read the full Twitter thread here. Notable gains in the payroll survey for December were in education+health and leisure+hospitality, rising 67k over the month.

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Education Numbers Economics 130