Sat.Sep 09, 2023 - Fri.Sep 15, 2023

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Is Humpty Dumpty Your Mentor?

CFO Simplified

We all like to stick with the tried and true. The success we’ve had in the past is a good path to follow into the future. The problems we’ve faced and surmounted are familiar to us. We’re confident that we can beat them because we’ve done it in the past. And the road that we’ve travelled is a comfortable one. Why do the extra work to find a new path, to find a new direction?

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How a CFO Selects and Manages Vendor Relationships Using the 3 P’s

CFO Selections

Among a CFO’s many duties is selecting and managing the company’s key vendors. Typically, these include banks and other capital providers, investment advisors, key software vendors, insurers, benefits and retirement services brokers, HR/payroll service providers, and audit and tax experts. Other than client relationships, these are often among a company’s most important business relationships.

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Trending Sources

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Why AP automation is a smart investment for CFOs

CFO Dive

When it comes to managing thousands of invoices, artificial intelligence and automation can run a much tighter ship than humans, asserts Medius executive Branden Jenkins.

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What it takes to be a leader with competence and capabilities

Future CFO

“I think we need to recognise that the CFO role can mean a lot of different things in different businesses. It really depends on the type of business, their strategy and the type of skills they want the CFO to lead on.” Dan Wells, CFO at GrowCFO Charisma. Persuasive. Powerful. These are qualities we often equate with leaders of the past. But times have changed.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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Segregation of Duties to Prevent Embezzlement

Michigan CFO

In the business world, efficient and accurate processes are essential to smooth operations and safeguarding against potential fraud or errors. An integral part of this is the concept of “Segregation of Duties” (SoD). What is Segregation of Duties? SoD is a risk management strategy that divides critical financial tasks among various individuals. The core idea behind this is simple yet profoundly impactful: No single individual should have control over all aspects of any single transaction.

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Cash Cash Cash Cash

CFO Simplified

Everyone knows how important cash is to the business owner. But it’s not just a matter of knowing how valuable cash is in running your business. What you need to know is how to manage the cash by predicting not only your cash needs and future availability, but also measuring how well you used your cash last month. Of course, planning is the key to any successful activity, and cash is not excluded from the planning cycle.

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Global Great Resignation continues despite softening economy

Future CFO

Global Great Resignation looks to continue despite a cooling economy globally, said PwC recently when releasing its 2023 Global Workforce Hopes and Fears Survey which details the attitudes and behaviours of nearly 54,000 workers in 46 countries and territories. One in four (26%) employees say it is likely they will change jobs in the next 12 months, up from 19% last year, survey results indicated.

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AI and CFOs' cash flow management

CFO News

AI has emerged as a transformative force in cash flow forecasting and management, offering automation, precision, optimization, and skill enhancement. By harnessing the power of AI, businesses can navigate the complexities of cash flow with greater confidence and efficiency, ultimately contributing to their financial health and sustainability.

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PwC curbs US offerings, pushes auditor independence

CFO Dive

The Big Four firm is curbing its U.S. consulting offerings as concerns over auditor independence continue to swirl.

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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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An ERP Foundation that Grows with You

Navigator SAP

Each phase of a company’s growth looks different. When a company starts, it needs flexibility and speed. As a business grows larger, process standardization and infrastructure start becoming important. Then when a medium-sized business makes the jump to enterprise status, it needs capacity, rock-solid reliability, enhanced delegation features and the ability to handle extra complexity.

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The Benefits of Using Economically Meaningful Factors in Financial Data Science

CFA Institute

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

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India added 5.2 crore new formal jobs in FY20-23: Report

CFO News

Analysis of EPFO payroll data showed there were 48.6 million nnew EPF subscriber additions during FY20 to FY23 while 3.1 million new subscribers were added to the NPS during the period, the report said.

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Most workers use AI, usually without company safeguards

CFO Dive

Workers are quickly adopting generative AI, and most of them believe the powerful tools do not threaten their jobs, the Conference Board said.

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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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MiB: Jon McAuliffe, the Voleon Group

Barry Ritholtz

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Previously, he developed and managed statistical arbitrage trading strategies at D.E.Shaw. McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets.

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Rethinking Corporate FX Hedging: Seeing the Forest through the Trees

CFA Institute

With 20 years of experience in international banking, Mohammad Ali Shaikh, CFA, is currently working on setting up a macro fund through Ilqa Investments, a firm he co-founded. Prior to moving to the buy-side, he held several senior positions at international banks, with his last role serving as head of rates and FX, ICG, MEA, at Deutsche Bank. He is a graduate of McGill University, where he majored in finance, and holds an executive MBA from INSEAD.

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DPI, Digital Economy, Cryptocurrency: Key takeaways from G20 Summit 2023 consensus

CFO News

Among the key issues discussed at the meeting were building Digital Public Infrastructure, Digital Economy, Cryptoassets, CBDC, among others. The G20 members also agreed to commit to promote responsible, sustainable and inclusive use of digital technology by farmers and an ecosystem of Agri-Tech start-ups and MSMEs.

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CEOs trim hiring plans

CFO Dive

CEOs at many of the biggest U.S. companies forecast that the economy will grow 2.1% this year, according to the Business Roundtable.

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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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U.S. inflation rose 0.6% in August; what does it mean for TIPS, I Bonds and Social Security?

Tips Watch

By David Enna, Tipswatch.com As expected, rising gasoline prices pushed U.S. inflation higher in August, rising a seasonally-adjusted 0.6% for the month and increasing 3.7% year-over-year, the Bureau of Labor Statistics reported today.

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Budget vs Actuals: The Key to Measuring Business Performance  

Centage

Staying on top of your financial performance is vital for running your business. Unfortunately, creating a perfect budget doesn’t mean that you’ll follow it. Budget vs actuals analysis is one of the most effective ways to maintain a clear picture of your company’s performance. Budget vs actuals analysis allows you to assess how well your organization is following its financial plans.

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PM Modi lays foundation stone for Rs 49,000 cr refinery expansion project in MP

CFO News

While laying the foundation stone of the Petrochemical Complex at Bina Refinery, the Prime Minister said that it will be a step forward in the direction of Atma Nirbharta in the petrochemical industry.

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EY launches $1.4B AI-focused platform

CFO Dive

The Big Four firm’s dedicated AI group comes as accounting and financial firms continue to write large checks aimed at cashing in on the technology’s potential.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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Boxes & Lines: Poking Holes in the Financial Status Quo

Barry Ritholtz

Join us for a thought-provoking live podcast event from IEX Exchange’s “Boxes and Lines” podcast hosted by Ronan Ryan and John Ramsay, as they take on the latest trends, innovations, and technologies shaping e-commerce and web3 This week’s edition: Me ! Barry Ritholtz On Poking Holes in the Financial Status Quo: The Myths of Inflation, and Having the Patience to Get Rich Slowly Here is their description: Barry Ritholtz, CIO of Ritholtz Wealth Management, and host of the popular Bloomberg p

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Weekend Reading For Financial Planners (September 16-17)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals. Further, the survey results suggest that advisors who offer comprehensive services tailored to the needs of their target clients are likely to be more successful both retaining their current

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EY reports global revenue of $49.4 billion, a 14.2% jump

CFO News

Consulting grew fastest at 21.6% to $16.1 billion, followed by tax practice which grew 12.2% to $12.01 billion. Assurance business grew 11% to $15.1 billion. Strategy and transactions grew 8.4% to $6.01 billion.

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Grayscale CFO says FASB met the crypto moment

CFO Dive

Ed McGee’s praise for the new crypto rules comes as the digital asset manager is battling the SEC to launch the first bitcoin exchange-traded fund.

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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.