Nerd's Eye View

JUNE 10, 2024

The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in. Which is leading to healthy profit margins at the typical advisory firm, as more and more advisors eye the possibility that AI will produce even more business efficiencies (and stronger profitability) in the year to come.

Communication 73

Communication Marketing 73

CFO News

JUNE 12, 2024

Economist Dent warns of a 2025 stock market crash worse than 2008 crisis, attributing it to artificial bubble building post-Covid pandemic. He analyzes global economies, highlights economic devastation, and predicts a crash driven by inflated asset prices.

Marketing 75

Marketing Economics 75

VCFO

JUNE 12, 2024

Looming Changes to FLSA Requirements and Noncompete Agreements – The Big Picture for Your Business Two imminent changes in employment regulations could significantly impact your business operations and compliance status. Legal objections have been filed that will impact implementation dates and possibly final form. While the final fate and ultimate form of these proposed changes are yet to be entirely determined, it is highly recommended that you take a proactive approach to assessing the depth

Compliance 89

Compliance Strategic Planning Planning 89

CFO Selections

JUNE 13, 2024

Aesop’s fable about the race between the tortoise and the hare provides a story to show how a race is not always for the swiftest. In the business world, some companies are very focused on short-term financial results while others are managing for the very long-term time horizon. Some companies are working to improve their operations and financial results in order to sell the business in a few years, while others are building a business for the next generation of owners.

CFO 52

CFO Leadership 52

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Planning

CFO Dive

JUNE 11, 2024

Fed officials in a meeting Wednesday will likely downgrade from three to two their median projection for the number of quarter-point cuts in the federal funds rate this year, according to futures traders and economists.

Numbers 260

Numbers 260

Tips Watch

JUNE 9, 2024

By David Enna, Tipswatch.com If you follow me on Twitter (yes, I still call it Twitter), you might have seen a very recent (June 5) post observing that real yields appeared to be heading back below 2.

Treasury 86

Treasury Investments Finance 86

Reval

JUNE 12, 2024

MUMBAI, India – 12 June 2024: ION, a global leader in trading, analytics, The post ION becomes approved vendor for equities trading on BSE appeared first on ION.

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69

The Charity CFO

JUNE 12, 2024

Today we welcome Josi Garfield on the Modern Nonprofit Podcast for a topic that is particularly modern – artificial intelligence (AI). As the founder of Branch Out Social , a platform dedicated to empowering nonprofits through social media and marketing strategies, Josi has her finger on the pulse of digital marketing trends. In this conversation, Josi shares how nonprofits can harness the power of AI in their marketing efforts.

Nonprofit 52

Nonprofit Marketing Budgeting Communication 52

Future CFO

JUNE 12, 2024

On 31 July 2023, the European Union (EU) adopted the Corporate Sustainability Reporting Directive (CSRD), requiring EU and non-EU companies with activities in the EU to file annual sustainability reports alongside their financial statements. These reports must be prepared in line with European Sustainability Reporting Standards (ESRS). That ESG reporting has moved from a voluntary exercise to mandatory should not come as a surprise.

Compliance 98

Compliance IFRS Risk Management Finance 98

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

Communication

CFO Dive

JUNE 10, 2024

Discover how AI is revolutionizing finance by boosting productivity, automating tasks and providing insightful analytics. Learn how CFOs can harness its potential while building trust.

Finance 260

Finance 260

Navigator SAP

JUNE 14, 2024

One of the advantages of SAP S/4HANA Cloud Public Edition is the scalability of the ERP solution. Functionality can be turned on or off and extended depending on the needs of the business, and seat licenses can expand (or be reconfigured) depending on the company’s needs. This inherent ability to expand and reconfigure the ERP solution is where FUE allocation comes into play.

SAP 234

SAP 234

Barry Ritholtz

JUNE 13, 2024

@TBPInvictus here A few days ago, Barry and I detailed how unscrupulous bad actors had taken Not Seasonally Adjusted data to falsely claim that California’s new $20/hour minimum wage had cost the state almost 10,000 quick-serve restaurant (QSR) jobs. I wrote: It appears to me that the Journal got that number from BLS. However, BLS only offers the series without seasonal adjustment; this makes a very meaningful difference.

Economics 120

Economics Numbers 120

Global Finance

JUNE 11, 2024

Lori Schwartz, Global Head of Liquidity & Account Solutions and Digital & Design at J.P. Morgan Payments, discusses fostering innovation within the corporate treasury with Global Finance. GF : How has artificial intelligence affected your organization’s performance in the past year? Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient.

Technology 119

Technology Treasury Prioritization Strategic Planning 119

Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

Securities

CFO Dive

JUNE 13, 2024

Like crypto rules FASB recently finalized, the environmental credit accounting standards would provide specific guidance where GAAP is currently silent.

GAAP 262

GAAP Accounting Standards Accounting 262

Navigator SAP

JUNE 14, 2024

SAP S/4HANA Cloud, comes pre-configured with industry best practices for Consumer Products companies, allowing for a fit-to-standard implementation.

SAP 204

SAP 204

Future CFO

JUNE 10, 2024

As the world transformed following the changes brought about by the COVID-19 pandemic, along with other global market factors, businesses have found themselves navigating around the newness. It has been discussed endlessly over the last few years--how digitalisation stepped in and took the centre stage, almost always dictating how the markets will go and flow and what will thrive and what will not.

Finance 90

Finance Compliance Communication Strategic Planning 90

Global Finance

JUNE 13, 2024

Head of Commercial Bank in North America at Citi discusses the company’s reorganization of its banking lines with Global Finance. In mid-September, Citi CEO Jane Fraser announced a comprehensive reorganization of the banking giant. Part of the simplified operations model included putting its commercial banking, corporate banking and investment banking businesses under one Banking business line.

Foreign Exchange 105

Foreign Exchange Banking Sales Startups 105

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Leadership

CFO Dive

JUNE 10, 2024

The incoming finance chief — Eli Lilly veteran Anat Ashkenazi — was granted the bonus in light of “her prior company’s forfeited compensation,” Alphabet said.

CFO 235

CFO Finance 235

Tips Watch

JUNE 12, 2024

Both all-items and core inflation came in below expectations. By David Enna, Tipswatch.com The Federal Reserve, which is set to provide future rate predictions this afternoon, got a bit of good news this morning from the May inflation report.

Treasury 89

Treasury Investments 89

Bramasol

JUNE 13, 2024

With Sapphire now behind us, it is a great time for this Insights series to provide a quick overview of all the AI-related new initiatives from SAP and strategic partners that were announced and/or spotlighted during the event. While each announcement is significant in its own right, the really big story is how all of these pieces are creating a comprehensive fabric of AI-capabilities woven throughout the SAP S/4HANA Cloud-based ecosystem.

SAP 88

SAP Leverage Manufacturing Technology 88

Global Finance

JUNE 10, 2024

In the past decade, leaving aside the Covid-19-induced recession, Spain’s economy has performed better than the European average. The year 2024 looks to be no different; Spanish GDP is expected to expand to double the average in the euro area: between 1.9% and 2.1%, according to different estimates, versus a range of 0.8% to 1% for its peers. And this is likely to remain true in 2025 as well.

Mergers and Acquisitions (M&A) 102

Mergers and Acquisitions (M&A) Restructuring Economics Investments 102

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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Finance

CFO Dive

JUNE 11, 2024

Taking a platform-based approach can help CFOs get a clearer handle on the data they need to comply with disparate indirect tax requirements.

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265

Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from sharing expertise and back-office support.

Practice Management 84

Practice Management Planning Numbers Marketing 84

CFO News

JUNE 14, 2024

India's second-biggest car maker behind Maruti Suzuki, Hyundai will not issue new shares in the IPO which will involve its South Korean parent selling part of its stake in the wholly owned unit to retail and other investors via a so-called "offer for sale" route.

Sales 81

Sales Retail 81

Global Finance

JUNE 14, 2024

Financial institutions have been facing tough challenges between economic uncertainty and an unprecedented technology-powered speed of change, especially since the Spring Bank Run of 2023. Banks are now prioritizing four key areas: liquidity management with a balanced portfolio view including commercial real estate (CRE), enterprise protection with anti-fraud and cybersecurity, operational resiliency and sustainability with climate risk and green products.

Leverage 93

Leverage Risk Management Concentration Compliance 93

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Global business travel is surging, with companies spending as much as or more than they did before the pandemic. This trend is expected to continue, with more growth on the horizon. The types of travelers are also changing, with millennials and Gen Zers taking on the majority of the load. Business travel is evolving, and younger generations expect less hassle, even though there are more ways to book and pay for travel than ever before.

Accounting