Sat.Sep 16, 2023 - Fri.Sep 22, 2023

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The dynamic Duo of CTO, CFO in financial forecasting

Future CFO

It is a given that good collaboration between different functions within an organisation are crucial for the company’s success. This includes the pairing and alignment of the chief financial officer and the chief technological officer. Tony Allen , chief technological officer at subscription management software and recurring billing platform Recurly , dives deeper into the critical partnership between the CFO and CTO.

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5 Steps to Prepare your Organization for a Financial Audit

E78 Partners

Audits, while essential for maintaining the integrity and trustworthiness of an organization’s financial reporting, can be a daunting task. This is not just because of the intricacies and specificities required by the auditing standards but also due to the numerous challenges faced by organizations in the run-up to an audit. These challenges include resource limitations, complexity of accounting standards, volume of transactions, weak internal controls, stakeholder expectations, and much m

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All CFOs want to avoid surprises. Here’s how to do it

CFO Dive

Creating the best foundation for financial performance management is a massive area of opportunity for CFOs and a sure way to stop surprises before they stop you.

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Differences Between Budgeting and Forecasting in Business

Spreadym

Budgeting and forecasting in business are both financial planning tools used by businesses, but they serve different purposes and have distinct characteristics. Here's an overview of the key differences between budgeting and forecasting. Key differences between budgeting and forecasting Purpose Budget: A budget is a detailed financial plan that outlines a company's expected income and expenses over a specific period, typically a fiscal year.

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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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CFOs in advanced countries facing ‘deadweight’ economy challenge, says Gartner

CFO News

The deadweight economy challenges an organisation’s ability to meet corporate performance expectations by constraining traditional avenues for growth, pricing, investment funding, cost management, people management, and productivity gains, it says.

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4 Finance awards that will give you an instant career boost

The Finance Weekly

Finance folk are often the unsung heroes in a company. Despite their pivotal role in shaping a company's financial health and success it is often the CEO that grabs the glory and recognition. In fact one , survey went as far to show that two thirds (67%) of US finance leaders feel sorely underappreciated at being relegated to the shadows. Though this does not need to be the case any more.

Finance 52
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EY Survey: Pay, well-being, and flexibility prolong workplace tensions

Future CFO

Pay, along with employees’ well-being concerns and preference on remote workplace set-up, were found to prolong workplace tensions, posing difficulties in attracting and retaining talent, according to Ernst & Young ’s 2023 Work Reimagined Survey. Out of more than 17,000 employees surveyed, over 35% are likely to leave their jobs in the next 12 months, with Gen Zs and millennials found to be the most likely ones to quit.

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How to navigate stiff competition for talent in financial services

CFO Dive

The Great Resignation’s not over yet, at least not according to recent articles from Forbes, the World Economic Forum and others.

Economics 231
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How to Run an Effective SAP Consultancy - Consulting Lifestyle Podcast

Navigator SAP

Are you curious about the world of IT consulting and how it has evolved over the years?

SAP 274
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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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Putting the (Insta)cart before the (Grocery) horse: A COVID Favorite's Reality Check!

Musings on Markets

After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from markets, at a pricing of about $9-$10 billion for its equity. Coming in the week after ARM, an AI chip designer, also filed to go public, but with an estimated pricing of $55-$60 billion, it is an indication of how much the ground has shifted under Instacart since the heady days of 2020, when Instacart was viewed by some Americans as the only thing

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Nobody Knows Anything, Dot Plot Edition

Barry Ritholtz

The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting another hike before years over before two cuts in 2024. My advice: ignore those expectations as they have been wildly inaccurate over the past few years; they have been mostly inaccurate over the past decade. When it comes to forecasting economic outcomes, the Fed is no better or worse than anybody else.

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Small business confidence hits post-pandemic high: U.S. Chamber

CFO Dive

The outlook among small businesses has brightened as economists upgrade forecasts for economic growth this year and in 2024.

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How ERP Helps with Clincial Trails

Navigator SAP

Enterprise resource planning solutions (ERP) play a critical role in helping life sciences businesses scale. But they also can play an important role earlier in the lifecycle of a life sciences business by greatly improving the efficiency and accuracy of clinical trials.

Planning 243
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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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Jeremy Grantham, Bubble Historian

The Reformed Broker

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jeremy Grantham, and Downtown Josh Brown discuss being the “Bubble Historian”, Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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MiB: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Age

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Flawed data ranked as top AI risk: Workday

CFO Dive

While AI error risks can be reduced, many firms are unprepared as they “wrangle huge volumes of information across patchwork systems, static spreadsheets, and fragmented processes,” Workday says.

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Small Caps: Party Like It’s 2000?

CFA Institute

The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.

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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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10-year TIPS reopening auction should get best real yield in 14 years

Tips Watch

By David Enna, Tipswatch.com This year, for the first time, I’ve soured on buying Treasury Inflation-Protected Securities at auction. Why? Because real yields have often come in a bit below “predicted” market value.

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Wipro’s CFO Jatin Dalal resigns, senior VP Aparna Iyer to take over

CFO News

Aparna will report to CEO Thierry Delaporte and will join the Wipro Executive Board. She succeeds Jatin Dalal who is stepping down to pursue other career opportunities.

CFO 105
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CFO optimism rebounds on brighter economic outlook: Deloitte

CFO Dive

CFO expectations for revenue, earnings and hiring have improved since the second quarter, Deloitte said.

CFO 286
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How Do Performance Metrics Correlate? Might Fund Managers Cherry-Pick?

CFA Institute

With various performance metrics to choose among, might fund managers be tempted to cherry-pick those that reflect most favorably on their performance?

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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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10-year TIPS reopening gets real yield of 2.094%, highest in 14 years

Tips Watch

By David Enna, Tipswatch.com Today’s reopening auction of CUSIP 91282CHP9 — creating a 9-year, 10-month Treasury Inflation-Protected Security — generated a real yield to maturity of 2.094%, the highest for any auction of this term since January 2009.

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India as hub for international arbitration needs to be accessible, economical, simple: Judges

CFO News

India has all the relevant infrastructure to become international arbitration hub in terms of human resources and capability for the same as per Judges of various High Courts, however, making India hub for international arbitration need to revamp certain statutory provisions, adopt measures that prove to be effective in terms of the conduct of proceedings, preserve evidence in arbitration and adopt simpler methods that are economical and effective in enabling international arbitration in India.

Economics 105
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Big Ten schools produce more CFOs, fewer CEOs than Ivies

CFO Dive

The University of Virginia, Pennsylvania State University and University of Texas at Austin top the list of public schools that have produced sitting CFOs.

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The Auto Sector’s Green Transition: Three Roads to Lower Returns?

CFA Institute

Professor of Practice at Queen's Business School Joseph Harrigan, CFA, is an investment director with more than a decade's direct fund management experience making key investment decisions for equity and multi-asset funds. He previously gained EU regulation experience from the regulator's perspective as an advisor to then-EC commissioner Mario Monti on a significant complex industrials merger.

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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.