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.

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Forecasting Economics Marketing Investments 127

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 Leadership CFO 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.

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Problem Solving Leadership Economics Numbers 130

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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.

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Marketing 238

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 Planning Finance 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.

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Accounting 98

CFO News

JANUARY 4, 2023

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

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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

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.

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Finance 325

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.

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Investments Accounting Finance Healthcare 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

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.

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Startups Accounting Banking Technology 137

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

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.

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CFO Accounting Standards Accounting 288

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).

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Construction Economics Forecasting Finance 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.

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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.

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Marketing 119

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Reconciliations

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

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

CFO News

JANUARY 6, 2023

India's economy is expected to grow 7.0% in the current financial year, according to the first advance estimates by the National Statistical Office (NSO) released on Friday. New Delhi had pegged India's growth at 8.7% in the last fiscal year that ended March 31, 2022. The RBI had projected the real GDP growth for 2022-23 at 6.8 per cent, with the third quarter at 4.4 per cent and the fourth at 4.2 per cent.

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Barry Ritholtz

JANUARY 4, 2023

The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing signs of local distress revealed in the midwest, and lots of softness elsewhere. As detailed here , over the past month, the SCI indicies increased in 30 states, decreased in 13 states, and remained stable in seven, for a one-month diffusion index of 34.

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Forecasting Economics Numbers Banking 110

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Accounting

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.

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Budgeting Auditing Leadership 275

CFO News Room

JANUARY 6, 2023

The Institute for Supply Management’s NMI composite services index decreased to 49.6 percent in December, sinking 6.9 points from 56.5 percent in the prior month. December was the first drop below the neutral 50 threshold following 30 consecutive months of expansion for the services sector (see top of first chart). The December ISM surveys suggest a contraction in the services and manufacturing sectors, a very ominous sign should the results persist in the coming months. .

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Manufacturing Economics Investments Marketing 130

Centage

JANUARY 3, 2023

For decades, Microsoft Excel has been one of the most popular business tools for companies everywhere. Businesses across industries use spreadsheet formulas daily to accomplish a diverse task range, from cost accounting to bookkeeping to project management. Many companies have come to depend on Excel formulas so much that they use them when other software programs can perform job functions more accurately and efficiently.

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Barry Ritholtz

DECEMBER 31, 2022

The weekend is here — AND it’s New Year’s Eve! Pour yourself a mug of Porto Rico Importing coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The Backstory of ChatGPT Creator OpenAI : Behind ChatGPT and other AI breakthroughs was Sam Altman’s fundraising—but skeptics remain. ( Wall Street Journal ). • 52 things I learned in 2022 : This year I worked on fascinating projects in energy, media and health* at Magnetic, and learned many learnings. ( M

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Technology 106

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