Sat.Jul 17, 2021 - Fri.Jul 23, 2021

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The Market Beats Robots!

Corporate Finance

A recent article highlights a retirement issue, "lost" 401k accounts. It is estimated that 24 million accounts containing $1.35 trillion in assets have been left in 401k accounts when someone leaves an employer. And while these can be claimed easily, we want to make sure that you don't forget about a retirement account. You can often leave a 401k account with an old employer if you like the options and costs available, but you can also roll over the account tax-free into an IRA.

Marketing 100
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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public. The primary attraction of the company, to investors, comes not from its current standing (modest revenues and big losses), but from its positioning to take advantage of the potential growth in the Indian food delivery market.

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Book Review: The Day the Markets Roared

CFA Institute

Henry Kaufman shows that he was an innovator in the analysis of financial markets.

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PodChats for FutureCFO: Future-proofing cash conversion cycles

Future CFO

The adage “cash is king” resurfaces every time the world is on the brink of collapse when capital is tight and economies unpredictable as in the case of the last year and a half with the onset of the COVID-19 pandemic. In an increasingly uncertain world, companies must build stronger relationships across their ecosystems if they are to achieve future growth.

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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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Bond Ratings Jump

Corporate Finance

In early 2020, COVID-19 lockdowns slowed the economy and resulted in a record dollar amount of debt being downgraded. By the end of the year, the default rate on corporate bond reached 6.8 percent. Now, with the economy recovering, corporations are becoming healthy and a record $127.9 billion worth of debt was upgraded in May 2021. In early June, a record $340 billion had been upgraded over the previous 10 weeks.

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Myth-Busting: Equities Are an Inflation Hedge

CFA Institute

How can investors hedge against inflation risk? Do equities offer any protection?

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Quarterly global deal values hit record level in the past year

Future CFO

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. Fresh capital inflows led by SPACs have been an important catalyst, plus an increase in PE investment and corporate acquisitions—particularly focused on technology assets, PwC pointed out.

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China Cracks Down on IPOs

Corporate Finance

The IPO market has been hot this year, with more than 200 offerings raising over $70 billion. Of these IPOs, 30 were Chines companies, making 248 U.S. exchange listed China-based companies totaling $2.1 trillion in market value. Now, new rules by the Chinese government may slow Chinese domiciled companies listing on U.S. exchanges. The Chinese State Council stated that it would update the rules for "the overseas listing system for domestic enterprises"and tighten restrictions on cross-border dat

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Agile workforce planning is as much about managing relationships as it is managing processes

Anaplan

Every business function depends acutely on its workforce. Workforce planning is no longer regarded as simply “an HR task,” but rather a collaborative effort across the organization, with HR playing a central role.

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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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How robust is your carbon trading strategy and risk management response?

PWC UK

by Tom Bullock Senior Manager. Email +44 (0)7701 297359. More articles by Tom. Already a hot topic in the press as much as the boardroom, COP26 in Glasgow will only increase focus on ESG. The environmental aspect is drawing attention, in particular carbon emission and offset schemes. As investors and traders look to take advantage of this market, we break down the essential information to help you shape your response.  New Emission Trading Schemes, Net Zero and ESG are creating opportuniti

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What does a Forensic Accountant Do?

CFO Share

What does a Forensic Accountant Do? Is your small business not making as much profit as you expect? Are you earning profits but always falling short on cash? Forensic accounting services investigate the disappearance of cash in a business, document definitive proof, and assist in the recovery of cash including negotiation, prosecution, and expert witness testimony.

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Moody’s: Number of firms on the B3 negative and lower list continues to decline

Future CFO

The number of companies on Moody's B3 Negative and Lower Corporate Ratings List fell 21% quarter-over-quarter, finishing June with 256 debt issuers, continuing a positive trend, Moody’s said recently. The list still harbours some lower-rated companies which have a higher chance of default because of weak liquidity and aggressive financial policies encouraged by their private-equity (PE) sponsors, the credit rating agency observed.

Numbers 52
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The Fed’s Blindspot on Global Inflation Drivers

CFA Institute

What is driving the surge in inflation and how are central banks misplaying their hand?

Banking 52
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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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Catherine Portman – Treasurer at Palo Alto Networks | Episode 191

Treasury Talent

? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?. In today’s episode, I have Catherine Portman with me. Catherine is the former Treasurer at Uber and now Treasurer at Palo Alto Networks. She shares the career changes she has made, the challenges she has faced and the struggles they have had over the last 18 months during the COVID-19 pandemic. . In this episode we discuss: .

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How to Analyze the Cost of Your First Sales Team

The SaaS CFO

It’s our jobs as operators of our business to take calculated risks, but we also don’t want to blindly throw away hard-earned cash. When approaching a new investment, we must gather key inputs and assumptions from our team. Your SaaS CFO then performs her magic to scrutinize that investment. Does it pass or fail? An […]. The post How to Analyze the Cost of Your First Sales Team appeared first on The SaaS CFO.

Sales 52
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Building resilience with intelligent automation of cash applications

Future CFO

Institutions have varied and different challenges, but one constant is that cash is critical. In a recent report by PwC , “64% of respondents noted they have an increased focus on working capital management.”. At a time when cash won’t be as free-flowing as in recent times, the management of cash, the need for working capital, and the realization of profits are now at the forefront for all business leaders.

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The Market Beats Robots!

Essentials of Corporate Finance

A recent article highlights a retirement issue, "lost" 401k accounts. It is estimated that 24 million accounts containing $1.35 trillion in assets have been left in 401k accounts when someone leaves an employer. And while these can be claimed easily, we want to make sure that you don't forget about a retirement account. You can often leave a 401k account with an old employer if you like the options and costs available, but you can also roll over the account tax-free into an IRA.

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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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Waters Rankings names ION MarketFactory as Best Low-latency Data Feed Provider for 2021

ION Group

LONDON – 19 July 2021: ION, the largest global provider of trading, analytics, treasury, and risk management solutions for capital. The post Waters Rankings names ION MarketFactory as Best Low-latency Data Feed Provider for 2021 appeared first on ION.

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Helpful Hints to Get Equipment Financing

Commercial Credit Group

If you are thinking about financing your equipment purchase , we have some tips to help make the process easier and faster.

Finance 40
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HKICPA launches best corporate governance and ESG awards

Future CFO

The Hong Kong Institute of Certified Public Accountants (HKICPA) announced recently its launch of the Best Corporate Governance and ESG Awards , now inviting listed companies and public sector / not-for-profit organisations to enter the 2021 Awards by August 9, 2021. According to the accountancy body, the awards — previously known as the Best Corporate Governance Awards — have been renamed and refocused this year to reflect the increasing importance of ESG reporting , and to encourage companies

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Bond Ratings Jump

Essentials of Corporate Finance

In early 2020, COVID-19 lockdowns slowed the economy and resulted in a record dollar amount of debt being downgraded. By the end of the year, the default rate on corporate bond reached 6.8 percent. Now, with the economy recovering, corporations are becoming healthy and a record $127.9 billion worth of debt was upgraded in May 2021. In early June, a record $340 billion had been upgraded over the previous 10 weeks.

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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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DASH Financial Technologies’ DASH360 named Best Transaction Cost Analysis (TCA) Provider at Waters Rankings 2021

ION Group

Chicago – 19 July 2021: ION, the largest global provider of trading, analytics, treasury, and risk management solutions for capital. The post DASH Financial Technologies’ DASH360 named Best Transaction Cost Analysis (TCA) Provider at Waters Rankings 2021 appeared first on ION.

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PodChats for FutureCFO: Rising above the disruption to lead new market opportunities

Future CFO

According to the 2021 Global Insurance Outlook report by EY: The global insurance industry faces a truly unique moment in its long history. The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. An expanding role. The role of the CFO continues to evolve.

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CFOs and finance execs: Recovery of global confidence was swift and strong in Q2

Future CFO

The recovery of global confidence is swift and strong in Q2 of 2021 returning global activity to the pre-pandemic level of late 2019, said ACCA and IMA recently when releasing results of their Global Economic Conditions Survey (GECS). Fieldwork for the Q2 2021 survey took place between June 1 and June 15, 2021 and collected 1,100 responses from ACCA and IMA members, including more than 100 CFOs , according to the two organisations.

Finance 52
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China Cracks Down on IPOs

Essentials of Corporate Finance

The IPO market has been hot this year, with more than 200 offerings raising over $70 billion. Of these IPOs, 30 were Chines companies, making 248 U.S. exchange listed China-based companies totaling $2.1 trillion in market value. Now, new rules by the Chinese government may slow Chinese domiciled companies listing on U.S. exchanges. The Chinese State Council stated that it would update the rules for "the overseas listing system for domestic enterprises"and tighten restrictions on cross-border dat

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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.