Sat.Oct 28, 2023 - Fri.Nov 03, 2023

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Everything a finance leader needs for a top-tier tech stack

Cube Software

The importance of a robust financial tech stack Digital transformation is sweeping through the financial sector, redefining traditional roles and methodologies. In this evolving landscape, a sophisticated tech stack is crucial to drive efficiency, ensure accuracy, and support strategic initiatives.

Finance 52
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What Do You Really Need in a Controller?

CFO Selections

When you need to hire a Controller, what should you look for? What do you really need and what is just nice to have? Obviously, as the person who will have ownership over your entire accounting operation, you need someone that is disciplined , focused , and organized , but what else? Your Controller should be a strong accountant with a tactical focus and solid track record of reliable performance, but their resume should not end there.

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Trending Sources

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How CFOs can help boost talent retention

Future CFO

After the tumult of the pandemic years, many technology companies are now seeking stability through long-term profitable growth. An organisation’s workforce plays a significant role in whether it can achieve profitable growth, and hiring and retention have never mattered more. HR is often considered the one-stop shop for all things people management, but a CFO can wield substantial influence in how a company treats—and hopefully retains—its workforce.

CFO 52
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Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It’s Even Worth Doing)

Nerd's Eye View

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line. For instance, while backdoor Roth conversions are a well-known strategy, many individuals have either missed the opportunity to use it and/or implemented it incorrectly R

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How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

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Strategic Finance Focus at Year-End

VCFO

As Year-End Approaches, Finish Strong and Focus Forward As another year ends, most CEOs and business leaders are preparing to take stock of what needs to be done to strengthen their business and advance their business goals in the coming year. While “taking stock” can take many forms, the overriding premise is to look deeply and strategically at the results of operations, as well as opportunities they might execute on.

Finance 89

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A Friendly Fractional CFO: Small Business Finances and Meeting You Where You Are

Adam Kae

It's not uncommon for me to hear questions like, "You talk about not judging your clients. What does that mean?" Well, let me break it down for you Understanding Your Unique Situation The biggest thing to remember is that none of my clients are financial pros. They didn't dive into the world of business ownership because they were born with an innate understanding of finance, accounting, and taxes.

Finance 52
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Cloud resources financial management as key to business innovation

Future CFO

Cloud computing has been proven to play a role in revolutionising how businesses innovate and grow in today’s hypercompetitive global environment, and the race to the cloud has enabled businesses to enter a new realm of speed and agility. However, only a few are cashing in on the cloud’s promise to drive down costs, as challenges are mounting amid the proliferation of multi-cloud environments.

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Stop Crying and Buy Bonds

The Reformed Broker

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►4th Quarter Rally? – Positive economic surprises say we are due for a Q4 meltup. ►Great News – American wealth hitting new highs. ►Effective Interest Rates – “This increased cost of capital is.

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CFO, CIO need to be in ‘lockstep’ on software purchases: Olive CEO

CFO Dive

To find the right software at the right price, CIOs and CFOs need to take a tandem approach on new technologies and solutions.

CFO 253
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How To Streamline Finance Operations Through Automation

Speaker: Claire Grosjean

In today’s fast-paced business environment, finance professionals are under increasing pressure to optimize operations and drive strategic value. As a result, automation has become a core part of business strategy, offering unprecedented opportunities to streamline operations and drive efficiency. Join esteemed global finance and operations executive, Claire Grosjean, for a comprehensive guide on how to harness automation’s power through strategic collaboration with functional leaders.

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Grow with SAP S/4HANA

Navigator SAP

Growth-focused businesses need the infrastructure for rapid scaling, but typically they don’t have time for large software adoption projects. SAP has a solution. Earlier this year, SAP announced S/4HANA Cloud Pubic Edition and its new Grow with SAP program. Beyond the vague corporate-speak embedded in the announcements were a pretty significant evolution of SAP’s products that benefit fast-growing companies looking to lay down an enterprise resource planning architecture for sustained and rapid

SAP 162
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J&K Bank's statutory auditors removed prematurely

CFO News

The removal came in the backdrop of the auditors issuing a qualified opinion on the bank’s FY23 accounts with respect to funds raised via the employee stock purchase scheme 2023 (ESPS).

Banking 138
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What Do World War II & Covid Have in Common?

Barry Ritholtz

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as I’m getting ready for some travel, but this chart is so amazing. It’s hard not to look at the two biggest recovery outliers: The post-WW2 era, and the post-Covid Era. The parallels are pretty strong, especially when it comes to both the Labor market and the Inflation surges.

Economics 116
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Verizon’s interim CFO lands permanent seat

CFO Dive

The finance chief says the telecom giant is “on track” when it comes to priorities such as improving free cash flow and growing its wireless service revenue.

CFO 277
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Empowering Business Travel: The CFOs Guide

Business travel is more than just a line item. It’s a strategic opportunity to align with your company’s goals and empower your employees. With 60% of employees dissatisfied with the ease of booking and modifying travel plans, there’s a significant opportunity to improve travel management. This one-pager explores how to transform travel into a powerful tool for organizational success.

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The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). But that's not to say that the conference landscape was not altered by the pandemic; instead, the pandemic appears to have served as a catalyst that accelerated trends that were already underway, such that financial advisor conferences today look substantively different than they

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On CFOs’ mind: Generative AI to profitability

CFO News

​The Q3 2023 CFO survey found that 28% of CFOs are pessimistic about the economy, which represents a seven percentage-point increase since last quarter. However, more than three-fourths (76%) of finance leaders predict net profit growth, with just over half (52%) saying their organisations will grow profits by more than 5%.

CFO 111
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Where is This Rally Going?

Barry Ritholtz

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. The Narrative bias driving commentary today is that this sudden bullishness is the market sussing out the last hike. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended.

Marketing 115
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Biden’s AI order calls for guardrails to protect workers

CFO Dive

The effort highlights growing concerns in Washington over the risks posed by artificial intelligence as companies rush to adopt it.

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Top 3 Secrets to Staying Relevant with Gen Z

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant or getting "ghosted" if they fail to meet the evolving needs of Gen Z consumers. In this new webinar, Brian Muse-McKenney of Episode Six and Matt Simester of Payments Consultancy Limited will reveal key considerations banks should factor into their efforts to develop target products for the next generation of bank customers.

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Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations. Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll fun

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MSMEs may see a spike in business as lender and e-commerce firms provide support

CFO News

About 62% of sellers agree that e-tailing platforms have been helpful in their festive season planning, compared to 53% who felt the same way during the previous year's festive season.

Planning 111
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10 Weekend Reads

Barry Ritholtz

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Kanye and Adidas: Money, Misconduct and the Price of Appeasement : A year ago, after producing hundreds of shoe styles and billions of dollars together, Adidas broke with Kanye West as he made antisemitic and other offensive public comments.

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NJ ranks worst in business taxes with NY close behind

CFO Dive

The Garden State may rise from dead last in corporate tax rankings if a 2.5% business tax surcharge expires at the end of this year as scheduled, the Tax Foundation said.

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Breaking New Ground: Managing Innovation Fatigue With Effective Automation

Speaker: Gary Dmitriev

Our upcoming webinar aims to demystify the process of selecting and implementing automation tools for financial institutes. This session will provide your roadmap for vetting potential solutions, focusing on due diligence, vendor assessments, and aligning technology with strategic goals. We’ll also address the critical issue of innovation fatigue, offering tips on maintaining enthusiasm and momentum for new initiatives.

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#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Nerd's Eye View

Welcome back to the 357th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jon Henderson. Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. What's unique about Jon, though, is how he has carefully vetted and curated his advisor tech stack of third-party software to provide a strong "high-tech" client experience… and

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How can ESG create value, reduce costs and increase revenues?

CFO News

Businesses’ fear that the goals of driving ESG would mean an increase in their costs. Whereas, companies like Unilever (global) were able to reduce $1.27 billion in costs throughout its operations by putting sustainability at the heart of the business in 10 to 20 years time. ESG can and does create business value. How? In both its aspects: in reducing risks/costs and increasing revenues.

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Bubble Risk in City Property Markets?

Barry Ritholtz

Buoyed by low interest rates for the last decade, many property markets have seen substantial price growth since 2010. Experts warned that real estate bubbles—in which the price of assets moved up far beyond their intrinsic value—were forming. The UBS Global Real Estate Bubble Index analyzes the real estate market of 25 major cities across the globe and assigns them a score between -0.5 to 2.0 to convey bubble risk.

Marketing 105
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The changing face of clean energy and tax strategy

CFO Dive

The Inflation Reduction Act has changed the tax landscape. CFO Dive spoke with Bellus Ventures and Thompson Corburn LLP to understand the steps that CFOs can take to stay ahead of the curve on clean energy investments.

CFO 261
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Secure SaaS Success: Embedded Finance as a Competitive Advantage

Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms

Join us for an exclusive webinar hosted by Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms, where he’ll explore the significant impact of embedded finance on the software industry! This session is designed to provide you with the strategic insights needed to navigate the future of SaaS successfully, all while gaining a deeper understanding of how these trends can enhance your competitive edge, boost revenue, and deepen customer loyalty.