The Reformed Broker
FEBRUARY 7, 2023
“When I see a bubble forming I rush in to buy, adding fuel to the fire. That is not irrational.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future.
CFO News Room
FEBRUARY 5, 2023
Discrimination against employees because of their health — including mental health — is illegal. While HR can make sure the right supports are in place, managers should also make sure that stigma isn’t impacting their day-to-day decisions about their teams. For example, how can a manager prevent their personal views on mental health from biasing their task assignment or performance reviews of an employee who’s disclosed a mental health challenge?
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Global Finance
FEBRUARY 4, 2023
Audit companies face an audit by an government oversight agency and are found lacking.
Nerd's Eye View
FEBRUARY 8, 2023
Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP).
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
CFO Dive
FEBRUARY 6, 2023
Little Caesars said its new finance chief, Leigh Burnside, will oversee the expansion of the company’s accounting team as it seeks to support recent growth.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Dive
FEBRUARY 7, 2023
Todd Morgenfeld’s departure follows mediocre quarterly results from the social media service, which is facing a slowdown in ad spending.
Corporate Finance Lab
FEBRUARY 7, 2023
What is the purpose of a corporation? Is it, as Nobel Economics laureate Milton Friedman famously claimed, “to increase its profits”? [1] Or is it, as the Business Roundtable—a group of approximately 200 mostly USA corporate CEOs— claimed in 2019, “generating good jobs, a strong and sustainable economy, innovation, a healthy environment and economic opportunity for all.” [2] In the academic sphere, the weight of scholarly opinion has tilted substantially towards stakeholder capitalism in recent
Barry Ritholtz
FEBRUARY 6, 2023
I am in Florida for the big ETF Exchange event. It’s a giant annual conference with 2000+ people attending in Miami to network, talk ETF’s, and discuss the future of the industry. It’s always a worthwhile hang. (Full agenda here ) My contribution to the event is a live Masters-in-Business with the Vanguard Group’s CEO Tim Buckley. We will be recording it for broadcast next week; even if you cannot make it to Miami tomorrow, you will be able to hear what the CEO of Vanguard Grou
Navigator SAP
FEBRUARY 10, 2023
The economic outlook is very uncertain in these post-pandemic times. World Bank president David Malpass gives a 50 percent chance that there will be a world recession in 2023. Goldman Sachs is a bit more optimistic—about the US, at least—forecasting a 35 percent chance of a recession in the US this coming year. Forecasters polled by the Wall Street Journal give it about a 65 percent chance of a recession.
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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
CFO Dive
FEBRUARY 10, 2023
The Swiss bank is aiming to incentivize executives with long-term awards as it attempts to return to profitability. It reported its second consecutive annual net loss.
CFA Institute
FEBRUARY 9, 2023
Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.
CFO News Room
FEBRUARY 5, 2023
Rafael Henrique | Sopa Images | Lightrocket | Getty Images Check out the companies making headlines in after-hour trading. Meta — The Facebook parent jumped 17% after the company announced a $40 billion stock buyback when reporting quarterly results. Meta beat analysts’ estimates for fourth-quarter revenue, according to Refinitiv. Meta also said it lost $13.7 billion in 2022 in the business unit responsible for the metaverse.
Global Finance
FEBRUARY 4, 2023
A Subway sale would be the biggest restaurant M&A deal since Inspire Brands bought Dunkin’ for $11.3 billion in 2020.
Advertiser: Paycor
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.
CFO Dive
FEBRUARY 10, 2023
The IRS is set to receive $80 billion during the next decade under legislation passed last year, with a portion earmarked for upgrading technology.
CFA Institute
FEBRUARY 9, 2023
Paul Johnson and Paul D. Sonkin shed great light on the investment management industry’s evolution over the past 90 years — and how one luminous individual contributed so much to it.
CFO News Room
FEBRUARY 4, 2023
Posted February 3, 2023 at 9:44 am by EPI Staff Below, EPI economists offer their initial insights on the jobs report released this morning, which showed 517,000 jobs added in January, the unemployment rate hitting a historic low of 3.4%, and wage growth slowing. From EPI senior economist, Elise Gould ( @eliselgould ): Read the full Twitter thread here.
Global Finance
FEBRUARY 4, 2023
China's government is relaxing its crackdown on the tech sector while scooping up premium shares in certain players in the tech industry.
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.
CFO Dive
FEBRUARY 10, 2023
Although a majority of middle market CFOs expect increased revenue in 2023, only 18% plan to increase spending to support that growth, according to a recent study.
Barry Ritholtz
FEBRUARY 9, 2023
I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research I was doing centered on Dunning Kruger, Vanguard’s Tim Buckley, my partner Josh’s AI/ChatGPT post, and the general state of the market. It’s like a real-time version of “ The Blind Men and the Elephant ,” by John Godfrey Saxe.
CFO News Room
FEBRUARY 4, 2023
Economists expect slightly slower, but still strong job growth in January, while the impact of corporate layoff announcements is unclear. According to Dow Jones, the consensus forecast calls for 187,000 new nonfarm jobs in January, down from 223,000 that were created in December. The employment report will be released at 8:30 a.m. ET Friday. The unemployment rate is expected to edge higher, to 3.6% from 3.5%.
Global Finance
FEBRUARY 4, 2023
While the decline of regional banks in Japan can be traced as far back as the mid-1980s and 1990s, led mainly by a series of bankruptcies up until around 2003, the precipitous drop since the mid-1990s has been mainly due to mergers and acquisitions.
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.
CFO Dive
FEBRUARY 10, 2023
The push to raise taxes on corporate stock buybacks could hurt America’s retirement savers, as well as entrepreneurs, according to the U.S. Chamber of Commerce.
Barry Ritholtz
FEBRUARY 10, 2023
I get too many emails. So much so that I had to set up separate email addresses for things like subscriptions, etc. I am impressed with the overall quality of Substacks I receive; I have a few favorites that I never miss. But it hass become too easy to add another, and they all it piled up in my inbox, looking a little too much like homework. It recently got worse: I have noticed how many of my subscription emails in the inbox (see above) are now Substacks.
CFO News Room
FEBRUARY 4, 2023
Creative approaches to performance evaluation are necessary at hybrid workplaces to make sure that all employees are evaluated and developed according to their merit, regardless of where they do most of their work. Workplaces that have successfully managed the evaluations of hybrid employees do three things. First, they define performance in terms of customer satisfaction, company values, core activities, and project completion.
CFO News
FEBRUARY 8, 2023
Economists feel that the 5.3% Inflation projection made by the Central Bank is a realistic assessment.
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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