Sat.May 08, 2021 - Fri.May 14, 2021

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Characteristics of a business-friendly AI forecasting tool

Anaplan

AI-based forecasting tools can be intimidating and expensive. We offer tips for finding user-friendly tools to help you make smarter predictions, faster.

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McAdams success story with CFO Plans

CFO Plans

by Casey Gillam, Sales Manger at CFO Plans Inc. If you’ve ever had your heartbroken, you may have been told, “There are plenty of fish in the sea.” As relationship advice goes, that doesn’t usually do much to make you feel better in the moment. But as business advice goes, this can be a game-changer when you realize the potential. Sustainably sourcing replenishing resources from the planet’s abundant supply to meet the demand of the market was exactly how Rob McAdam decided to build his company

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Hong Kong posts 5.4% quarter-on-quarter GDP growth

Future CFO

Hong Kong posted a year-on-year 7.9% GDP expansion in Q1 after growth rates had fallen for a record six quarters, according to the city's Census & Statistics Department. While the high percentage came partly from the low base last year, the quarter-on-quarter growth also hit 5.4%, much higher than the 0.5% in the preceding quarter. Growth highlights.

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In Memoriam: David Swensen

CFA Institute

With David Swensen's passing, the financial community has lost one of the most important investors of modern times.

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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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Anaplan for Commercial Revenue Planning eases omnichannel planning shambles

Anaplan

A new all-in-one solution addresses the consumer goods industry's multi-channel revenue planning challenges across multiple lines of business.

More Trending

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Top 5 Mistakes Bookkeepers Make When Building Their Firm

The CFO College

5 Reasons Why Your Remote Bookkeeping Firm Isn’t as Successful as You’d Hoped. Even though working remotely as your own boss is the dream of many bookkeepers and accountants, it’s too easy to find yourself struggling to make ends meet, hunting down payment from clients, and settling for any client who throws work at you. Getting started and then maintaining momentum is tough, making you feel like you have to pay your dues before you can establish a solid practice.

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Wealth Management in the Algocen Era: A Speculative Future

CFA Institute

What will portfolio management look like in 2038?

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CEO sentiment: Boom rather than stagnation over next two years

Future CFO

CEO sentiment is positive as more of these C-level execs anticipate an economic boom (60%) than stagnation (40%) in 2021 and 2022, said Gartner recently when releasing results of a survey of senior executives. Most respondents (35%) anticipate returning to or exceeding 2019 revenue levels as early as this year, the advisory firm noted. The annual Gartner 2021 CEO Survey was conducted between July 2020 to December 2020 among 465 actively employed CEOs and other senior business executives in North

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Attitude is Everything

Castle Corporate Finance

Whether at work or in our personal lives, there are those people whose presence we enjoy; there are those with whom we ‘jog along’… And then there are those others – those we might actively avoid. You know who I mean, don’t you!? People seem to fall into three broad categories known as the ‘Radiators’, the ‘Rocks’, and the ‘Drains’. These descriptors hint at the effect they have on us: either providing us with vitality; being passive and immovable; or depleting our energy reserves.

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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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5 Benefits of Refinancing Equipment

Commercial Credit Group

Industries, such as construction, manufacturing, transportation, or waste hauling, that rely on revenue generating equipment are very capital intensive and have a lot of equity tied up in that equipment. Refinancing the equipment can have major benefits to the cash flow and business operations of a company. The top five reasons to refinance equipment are: Lower monthly payments.

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The Melting Ice Cube Series - Part 2: A Brief History of Money

Creative CFP

Since this series is primarily concerned with the question "What is money?" it’s necessary that we at least have a general historical perspective of humanity’s relationship with money. What money have we used in the past, and how has it changed as humanity came into contact with successively superior forms of money? We weren't always using rands and dollars.

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Finance transformation: CFOs must address four areas of comparative advantage

Future CFO

Finance transformation plans will fail if CFOs do not fully address four areas of comparative advantages of their function, said Gartner recently. Finance transformation’s poor track record Finance transformation initiatives already have a historically poor track record, with just 39% of finance leaders agreeing that these projects have delivered on expected benefits to the function, and even fewer agreeing that the overall business has benefited, Gartner said. .

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Improving the Odds of Value Investing

CFA Institute

So what is the value factor's key performance driver? Based on what evidence?

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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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FINRA Shares Practices Firms Use to Protect Customers from Online Account Takeover Attempts

Corporate Financial Weekly Digest

On April 11, the Financial Industry Regulatory Authority (FINRA) issued Regulatory Notice 21-18 (Notice) in response to increasing reports from customers experiencing customer account takeover (ATO) incidents. These incidents involve bad actors using compromised customer information, including login credentials, to gain unauthorized entry to customers’ brokerage accounts.

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Cedacri – Pricing Press Release

ION Group

Cedacri – Pricing Press Release. The post Cedacri – Pricing Press Release appeared first on ION.

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Refinancing risk in China on the rise for finance firms

Future CFO

Refinancing risk in China is increasing for some finance firms, as increased borrowing in recent years have led to a lumpy debt maturity structure for many, said Moody’s recently. China's accommodative monetary policy, the development of its capital markets and the business expansion of recent years have lifted leverage among finance companies, said Sean Hung, a Moody's Vice President and Senior Analyst.

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Top 5 Small Business Inflation Strategies

CFO Share

Every day in the news you can read about inflation fears : supply shortages, price increases, stock prices tumbling… And while big papers talk about the NASDAQ and CPI, the question that’s more interesting to me as a fractional CFO is: what does inflation mean for small businesses? In this article, we will explore the cause of inflation, its effects on small businesses, and what you as a business owner should do to turn financial pressure into growth opportunities.

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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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Investor Taxes and Stock Prices: Threading the Needle!

Musings on Markets

In my last post, I looked at the Biden Administration's proposal to increase corporate taxes, to provide funding for an infrastructure bill, and concluded that while there is room for raising corporate taxes, it would be more efficient and fairer to do so by reducing the tax credits and deductions in the code, than by raising the tax rate. In the weeks since, the administration has come up with its follow-up proposal, this one funded by increases in individual taxes, primarily on the wealthy.

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Cedacri – Bond Launch Press Release

ION Group

Cedacri – Bond Launch Press Release. The post Cedacri – Bond Launch Press Release appeared first on ION.

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Employees said they’d quit if not provided post-pandemic flexibility

Future CFO

More than half (54%) of employees surveyed from around the world would consider leaving their job post-pandemic if they are not afforded some form of flexibility in work, said EY recently when releasing results of a survey. The survey canvassed the views of more than 16,000 employees across 16 countries and multiple industries and job roles, according to EY.

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China’s digital currency trial: Ant Group is participating

Future CFO

Alibaba affiliate Ant Group is participating in China’s digital currency trial, according to a report by China Securities Journal. MYbank — an online bank in which Ant has a 30% stake — allows some users to link their accounts with China’s digital yuan app, the media report says. According to the report, six state-owned banks in China have participated in the country’s digital currency trial.

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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.

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How to make a presentation deck that doesn't stink

Future CFO

Making slide deck presentations (you know, Powerpoint and the like) is a common task on the job — but how do you deliver a slideshow that really blows people away? If you’re not a graphic designer or a superstar at presentation software, what’s the best way to approach building a deck? And how do you succeed at putting on a good show? In this episode, Christine speaks with Dan Zedek, professor of journalism and media innovation at Northeastern University and design professional, about how to wri

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