Sat.Feb 18, 2023 - Fri.Feb 24, 2023

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What do budgets and hurricanes have in common?

Fpanda Club

Hurricanes are among the most violent storms on our planet producing strong winds, heavy rains and floodings. Budgeting is a type of short-term planning the goal of which is to transform strategic objectives into operational plan by allocating available resources. Though one is a natural phenomenon and the other is a business process, budgets and hurricanes have more in common than it may be noticed at first sight.

Budgeting 130
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Six steps CFOs communicating layoffs should take

CFO Dive

Layoffs are painful. Finance chiefs need to prepare in order to avoid missteps and ensure their approach to staff cuts is as empathetic and transparent as possible.

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I Bonds: Here’s a simple way to track current value

Tips Watch

TreasuryDirect’s information often confuses investors. There is another way. By David Enna, Tipswatch.com Almost every week, I get questions about the way TreasuryDirect shows the current value of I Bonds purchased within the last five years.

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Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being

Nerd's Eye View

One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. And while advisors recognize the importance of holding regular client meetings, there is no consensus about the ‘best’ cadence for them.

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8 Sins of a Manual Reconciliation

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Business operations are getting increasingly complex, shareholders are demanding more, and your auditors are breathing down your neck like never before. In this high-pressure environment, it’s important to remember that reconciliation activity is your last line of defense against financial fraud and errors. Insisting on a manual process to handle month-end reconciliations is a risky endeavor that places an undue burden on your accounting team.

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A Green NPV

Corporate Finance

European low cost carrier Ryanair announced a new project that will install Split Scimitar winglets on each of the company's Boeing 737-800s. The installation is expected to reduce fuel consumption by 1.5 percent and reduce CO2 emissions by 165,000 tons per year. So, the project is green for the environment, but is it green for stock holders? A quick calculation shows that it is.

Numbers 130

More Trending

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Seizing the momentum to build resilience for a future of sustainable inclusive growth

Mckinsey and Company

The ‘resilience agenda,’ developed by the World Economic Forum with McKinsey & Company, is the first serious program to coordinate long-term solutions throughout our disrupted world.

Economics 306
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Navigator Business Solutions Selected as One of Bob Scott's VAR Stars for 2022

Navigator SAP

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SelectQuote latest to tap interim exec for permanent CFO

CFO Dive

Companies are looking to internal candidates to fill both interim, and possibly permanent, CFO positions as they face a shortage of qualified CFOs.

CFO 235
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Macro Snapshot / St. Louis Fed

Barry Ritholtz

Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all of the key economic indicators the FOMC tracks — Real GDP Growth, Unemployment Rate, PCE Inflation, Core PCE Inflation, and the Federal Funds Rate — in one convenient location. The Macro Snapshot also dives deeper into three core aspects of the economy: 1.

Economics 117
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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

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Winning the SMB tech market in a challenging economy

Mckinsey and Company

The small-and-midsize-business market has huge potential, but it’s also highly competitive and fragmented. Tech providers must understand the unique, evolving needs and preferences of small companies.

Marketing 298
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Make the Most of Limited IT Resources by Moving to the Cloud

Navigator SAP

Cloud computing has been a huge boon for businesses that make the leap. Despite hesitancy from companies to migrate operations, the cloud’s ability to provide system resources on-demand has become widespread, especially after heavy hitters such as Amazon, Google, and Microsoft entered the space and brought standardization.

SAP 246
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Trust, transparency key to crypto’s next phase: Circle CFO

CFO Dive

USDC issuer Circle is moving to position itself as a player in crypto’s coming “utility phase,” and continuing its efforts to become a public company, its CFO said, even as regulatory attention on the space sharpens.

CFO 280
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Effective supervision by SEBI could have saved a lot of Adani Group investors: Amarjit Chopra

CFO News

Though Adani might have become really big no single Indian corporate failure can cause the collapse of the Indian corporate world and Indian banking sector, says the former President of the Institute of the Chartered Accountants of India.

Banking 143
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Consolidation Solution Checklist

Finally, a solution for all. The need for a consolidation engine varies from one organization to the next. Mid-market companies have been forced to rely on standalone Excel and Tylenol for too long. Download the checklist to see if it’s a consolidation solution that’ll get rid of those darn headaches.

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Navigating the three horizons of 5G business building

Mckinsey and Company

As 5G technology transforms industries, telcos’ ability to maximize the opportunity will depend on transforming themselves from network providers to outcome providers with a new approach to monetization.

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Avoiding Financial Disasters

Barry Ritholtz

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.

Marketing 117
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CFO, CIO relationship key to optimize tech spend

CFO Dive

Nearly half of execs expect cyber attacks on financial data to increase in 2023, but the majority of finance leaders don't have consistent communication with their CIO to mitigate this risk.

CFO 255
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DBS Bank India CFO bets big on retail and SME; targets 10-12% credit growth in FY24

CFO News

The group is looking to harness the potential of 500 odd branches that it has acquired with the successful integration of the Lakshmi Vilas Bank, says Rajesh Prabhu.

Banking 103
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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!

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What climate-smart agriculture means for smallholder farmers

Mckinsey and Company

McKinsey research identified more than 30 measures that smallholder farmers can pursue to adapt to and mitigate climate change.

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Transcript: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

 Transcript: Tim Buckley, Vanguard’s CEO The transcript from this week’s, MiB: Tim Buckley, Vanguard’s CEO , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Beyond Meat’s lean inventory is key, CFO says

CFO Dive

The California company is one of a growing number of firms pivoting to cut costs through layoffs, real estate consolidation and other measures.

CFO 271
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Mittal to merge Airtel Payments with Paytm?

CFO News

Telecom tycoon Sunil Mittal is seeking a stake in Paytm by merging his financial services unit into the fintech giant's payments bank, according to people with knowledge of the matter.

Banking 98
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Chit Chat: Elevating the Month-End Close Process Through Automation – Lancaster Leaf

Speaker: Raul Perez, VP and CFO of Lancaster Leaf

Lancaster Leaf Tobacco Co Inc. is a subsidiary of Universal Corporation, the leading global leaf tobacco supplier. Lancaster Leaf supplies virtually all the major cigar manufacturers in the U.S. with filler, binder, and wrapper, and exports filler, binder, and wrapper to international cigar manufacturers. This all could mean a complicated month-end close - before automation.

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The race to decarbonize electric-vehicle batteries

Mckinsey and Company

While electric vehicles are clean, their batteries are highly carbon intensive to produce. Leading manufacturers are moving fast to try to fix that.

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MiB: Tim Buckley, Vanguard’s CEO

Barry Ritholtz

 This week, we speak with Tim Buckley , who is chairman and chief executive officer of Vanguard. Buckley has been with Vanguard for 32 years and has been CEO for the past 5. Previously, he was chief investment officer and chief information officer, overseeing the company’s internally managed stock, bond, and money market portfolios as well as its investment research and methodology.

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3 currency hedging lessons learned

CFO Dive

Though the U.S. dollar has trended weaker since hitting a two-decade high in September, U.S. Bank’s Paula Comings still advises companies to revisit their hedging policies.

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Indian banks may face rise in bad loans from retail, small businesses: SBI official

CFO News

Indian banks could see an increase in bad loans in the retail and small business segments from its recent low levels, an official with the country's largest lender said on Thursday. While loans to this segment have been growing fast, defaults have thus far been few.

Retail 98
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ERM Program Fundamentals for Success in the Banking Industry

Speaker: William Hord, Senior VP of Risk & Professional Services

Enterprise Risk Management (ERM) is critical for industry growth in today’s fast-paced and ever-changing risk landscape. When building your ERM program foundation, you need to answer questions like: Do we have robust board and management support? Do we understand and articulate our bank’s risk appetite and how that impacts our business units? How are we measuring and rating our risk impact, likelihood, and controls to mitigate our risk?