Sat.Jul 27, 2024 - Fri.Aug 02, 2024

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Financial Harmony: Leveraging SAP for Treasury and Working Capital Mastery

Navigator SAP

Keeping your company's finances in check can feel like a tightrope walk, but mastering treasury and working capital management can keep you balanced. Enter treasury and working capital management – the dynamic duo that ensures your company’s cash flow is steady, risks are minimized, and your financial health is top-notch. SAP’s Treasury Management solutions are here to make this a breeze.

Treasury 241
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Optimizing Your Investment Strategy with MT4 Automated Trading: A Financial Analyst’s Guide

Financial Analyst Insider

MT4 is a tried and true platform for developing automated trading strategies. While it can seem overwhelming at first, taking some time to acquaint yourself The post Optimizing Your Investment Strategy with MT4 Automated Trading: A Financial Analyst’s Guide appeared first on Financial Analyst Insider.

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The Talent Tussle: Labor Shortage Hits CPAs and CFOs Alike

Global Finance

CFOs are struggling to hire people with the right balance of quantitative and strategic skills in today’s increasingly tech-centric corporate environment. Adnan Bokhari knows how to balance a ledger. He’s a practicing CPA who was named CFO of JA Worldwide, a global nonprofit youth organization, about a year ago. His wife is also a CFO and a CPA. But their three kids?

CFO 105
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Startup focused on easing digital B2B payment pain points raises $9M

CFO Dive

The move comes as digital business-to-business payments are expected to surge in coming years, creating challenges for many vendors.

B2B 287
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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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A Modern Nonprofit Podcast: The Generational Impact of Women in Leadership

The Charity CFO

We have an exciting conversation planned today with Alyssia Palacios-Woods, Executive Director at Capital IDEA in Austin, TX joins us. Like most, Alyssia’s journey didn’t finish the way she started. Originally in design and advertising, she decided that utilizing her skill sets to help people (and value helping people), was closer to what she wanted to do.

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India Inc CFOs unified on talent management goals, differ on execution strategies

CFO News

CFOs are aligning talent management with organisational goals. ETCFO explores how finance leaders are tailoring their approaches to meet unique needs and industry demands.

Finance 81
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Artificial Intelligence has taken the world by storm. Here’s how Americans are using it to help with their finances

Bank of the West

Artificial Intelligence (AI) has had many breakthroughs in the past few years, and more and more households are beginning to incorporate it in their daily routines. The BMO Real Financial… Read more The post Artificial Intelligence has taken the world by storm. Here’s how Americans are using it to help with their finances appeared first on About BMO.

Finance 69
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Organisations must embrace neurodiversity in accountancy, ACCA says

Future CFO

According to the Association of Chartered Certified Accountants, granted that it is estimated between 15–20% of the population are neurodivergent, organisations have a moral responsibility to include and support neurodivergent individuals to create workplace environments where everyone’s challenges are supported and strengths are celebrated , and where neurodivergent individuals can thrive.

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The Mentoring Round | Seth Wunder, CFO, Acorns

CFO Thought Leader

Inside The Mentoring Round , CFO Seth Wunder shares a finance strategic moment that explores an earlier career chpater where he was working for an underperforming mission-driven company in 2016-2017. He realized that a strong customer experience must align with financial sustainability. Through close collaboration with management, he learned the importance of balancing growth and profitability to fulfill long-term missions.

CFO 52
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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But 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. 🗻 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. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

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6 out of 10 firms expect to hold finance staffing steady, study finds

CFO Dive

While the majority of firms say they expect to hold staffing levels steady, competition for qualified professionals — especially controllers — is fierce, according to a recent Controllers Council survey.

Finance 301
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Retail Everywhere: Delivering a Unified Customer Experience with ERP

Navigator SAP

Consumer shopping patterns are quietly undergoing a dramatic shift as spending has moved from brick-and-mortar retail stores to online webstore purchases, to social selling on TikTok and other social media platforms. Instead of sales happening in dedicated stores, it now is retail everywhere.

Retail 277
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Mastercard Seeks Caribbean Fintech Partners For New Products

Global Finance

Mastercard has issued a call to action for financial technology companies to solve financial issues in the Caribbean. In return, Mastercard offers expertise in complying with regional regulations, market entrance and the ability to license and certify products. “We’re more a network that enables various fintech to introduce new products into the market within the context of local regulations,” Mastercard’s country manager for Barbados, Jamaica, Trinidad & Tobago and the Eastern Caribbean, Da

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Weekend Reading For Financial Planners (August 3-4)

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 Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to become effective in September, and related amendments to prohibited transaction exemptions.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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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How to curb ‘key man risk’ and late SEC filings

CFO Dive

The accounting talent shortage and increased reporting requirements helped create a “perfect storm” leading to more late SEC filings, UHY’s Ro Sokhi said.

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What's included in Virtual CFO Services? Why is it a growing trend?

Driven Insights

Now more than ever, startups and corporates are looking for ways to run lean. There is pressure to make cuts to staff and outsource when possible, and this has led to a trend of hiring virtual CFO services over the more traditional in-house full-time CFO.

CFO 97
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GCC Banking’s New Techno-Frontier

Global Finance

Generative AI could help the Gulf’s traditional banks wrest the competitive advantage back from challenger and neobanks. While artificial intelligence was already promising profound changes in the traditional banking business model, the latest innovation in the technology—generative AI—portends a multisensory revolution in banking services. Indeed, GenAI, with its ability to collect and interpret financial data on a vast scale, could force some of the Arabian Gulf region’s biggest banks to rethi

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How To Survive Your First SEC Audit: Preparing For The SEC Examination And Complying With The Information Request Letter

Nerd's Eye View

For SEC-registered financial advisors, the prospect of an upcoming examination by the SEC can be a source of high anxiety. This is especially the case with newly registered advisors or formerly state-registered advisors who recently became SEC-registered since they may be uncertain about how the examination process will work, what elements of the firm the SEC will dig into, or what information the advisor will need to provide to the examiners.

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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.

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Accounting pipeline task force calls out 6 fixes

CFO Dive

Reducing the time and cost of education needed to become a licensed CPA and raising starting salaries were among the solutions proposed in the final report.

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7 Steps to Maximize the Effectiveness of Your SaaS Metrics Software

Driven Insights

SaaS metrics software - also known as subscription billing management software or recurring billing software - should be one of the most powerful weapons in a SaaS CEO's arsenal. The complexities of managing subscriptions are real and the costs of poor subscription management are substantial. Moreover, the SaaS-specific metrics or key performance indicators (KPIs) these systems are capable of producing can be game changing for a management team and board of directors.

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IPO Market Maintains Momentum Despite Ackman’s Nixed Plans

Global Finance

Corporate finance experts say going public is cool this summer; that’s not the case for a billionaire hedge fund manager’s overhyped IPO. Toward the end of July, several companies looking to go public told vastly different stories than the one billionaire Bill Ackman weaved on social media. The hedge fund manager grabbed headlines on Wednesday, July 31, when he decided to no longer plan an initial public offering (IPO) for his firm, Pershing Square USA.

Planning 122
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3 Key Principles For Measurable and Actionable Standards That Help Cultivate Excellent Client Service

Nerd's Eye View

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis. And while individual advisors running solo firms are often able to intuitively sense when they're delivering their best, as they grow and scale their firms, that same advisor eventually goes from individually 'owning' every client relationship to sharing the workload with first

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Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

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BlackBerry promotes cyber finance chief to company CFO

CFO Dive

The CFO shift comes as BlackBerry looks to realize $150 million in cost saving actions and to continue its separation plan for its IoT and cybersecurity divisions.

CFO 284
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How CFO Services Solve Financial Challenges For Nonprofit Organizations

Driven Insights

Raise your hand if you're a nonprofit executive director (or you serve on a nonprofit board) and have a long list of mission-advancing ideas but scarce resources to make them a reality. Keep it in the air if your board has limited financial information upon which to base its guidance/counsel.

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Vodafone Idea In India Explores Alternative Avenues To Raise Capital

Global Finance

Facing looming 5G spectrum financing and rock-bottom data prices, Vodafone gets creative with alternative funding options. Numerous Indian companies and multinational subsidiaries in India are heading for IPOs in the next few months, as funding capital projects amid India’s infrastructure boom takes precedence over other corporate finance activities.

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Weekend Reading For Financial Planners (Aug. 3-4)

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 Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”), which had been scheduled to become effective in September, and related amendments to prohibited transaction exemptions.

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From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.