Sat.Oct 01, 2022 - Fri.Oct 07, 2022

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Slides: The top 5 mistakes CFOs make when communicating with the board

Cube Software

Board meetings can be stressful. As a serial CFO turned CEO, I've presented at my share of board meetings. And I've developed some of my own best practices for a successful board meeting as a CFO. In this slide deck, you'll learn how to demonstrate your aptitude as a great CFO by: Communicating clearly on the numbers and the story behind them. Staying one step ahead of the board and anticipating questions.

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Profit and loss – get financial insight

Jedox Finance

The profit and loss statement is one of the main parts of the annual statement that companies must prepare at the end of a financial year, along with the cash flow statement and accounting balance sheet. This article discusses influential factors, advantages, and common problems considering the profit and loss statement. Table of Contents. What is a profit and loss statement?

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Trending Sources

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Agility key in tackling economic downturn

CFO Dive

Airbase and Clari CFOs share best practices to meet a challenging business environment.

Economics 300
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What is strategic financial planning and management?

Cube Software

Strategic financial planning and management help businesses stay on track—and know if they’re heading in the right direction. It’s about maximizing profit and shareholder value and reaching long-term financial goals.

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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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How ERP Helps Life Sciences Firms Avoid Recall & Improve Product Quality

Navigator SAP

The COVID-19 pandemic unsettled the supply chain, and the Ukraine-Russia war, ongoing cyberattacks, and trade disputes have only continued the trend. This has put pressure on manufacturing, with particular challenges for companies that source components and products from disparate geographies. Life sciences , which involve complex supply chains and various types of subcontractors, have been hit particularly hard.

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3 CFO tips for finding value in cloud transformation: IBM

CFO Dive

Most companies have, to some degree, embraced cloud computing but do not always clearly identify return on investment.

CFO 362
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War and Ethics: What Are the Investment Community’s Responsibilities?

CFA Institute

The investment community needs to develop common standards to apply when conflicts like the Russia–Ukraine War break out.

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The Importance of ERP in Supply Chain Management

Navigator SAP

Anyone who runs a business knows how important supply chain management is. Ensuring the smooth flow of the resources you need to keep your business running is crucial, especially in a modern world where buying patterns, changing technology, and global events can affect the price and availability of those resources in unexpected ways. In fact, supply chain management is so important that business owners and their employees tend to spend an inordinate amount of time on it.

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The Investor Opportunity Index hits a two-year high

The Reformed Broker

Every bear market has these two things in common: They end Expected returns go up The first thing is self-explanatory. The second thing should be obvious but from my talks with thousands of investors over the years, I have found that it is most certainly not intuitive to most people. When I tell you that expected returns are rising as stock prices fall, this is an overly simplistic way of saying that investors only get.

Marketing 138
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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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Ongoing tech investments key to survival: Presidio CFO

CFO Dive

Presidio’s CFO and CTO share their outlook on the return on investment for tech spending, and what’s necessary for a functional tech/finance partnership.

CFO 321
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Why Is the Fed Always Late to the Party?

Barry Ritholtz

One of the really strange things about watching Federal Reserve policy is the excess of deference that is given to the Fed’s judgment. While the Fed deserves credit for when they get things right – e.g., rescuing the credit system from the great financial crisis (GFC) – they also deserve plenty of blame for the multitude of sins they commit. I am not a Fed hater or part of the crew that wants to “End the Fed.

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The Witch of October Is Here: Remember Short-Term Pain = Long-Term Progress

CFA Institute

The month of October strikes fear in the hearts of many Wall Street veterans — and for good reason.

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Mid-Market ERP Systems

Navigator SAP

An Enterprise Resource Planning (ERP) system is a useful, all-around tool for mid-market businesses looking to streamline their processes and scale their operations. It integrates different aspects of the business, from finances to human resources to customer service. Among different mid-market ERP systems, SAP Business ByDesign is the top choice, beloved by many small and medium enterprises (SMEs) for its complete, uncomplicated, and cost-effective packages.

Marketing 130
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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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California pay transparency law signals new norm

CFO Dive

California joins both Colorado and New York City among states enforcing companies to disclose information about pay ranges and salaries to potential employees.

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White Paper - TMS ARE NOT SUFFICIENTLY TAILORED TO FULLY MANAGE FOREIGN EXCHANGE RISKS

Simply Treasury

Download the White Paper here

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Growth, Value, and Skewness: Are Growth Stocks a Lottery-Like Bet?

CFA Institute

How does skewness in returns relate to other factors in asset pricing?

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Populations in Riskier Geographies

Barry Ritholtz

Great interactive from the Washington Post showing the past 50 years. During that time, millions of people have moved into Hurricane alley — the route that seasonal storms frequently take from the Caribbean up the coast. Click to see the time lapse. Source: Washington Post. The post Populations in Riskier Geographies appeared first on The Big Picture.

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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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BlackRock CFO pick may signal strategy shift

CFO Dive

The CFO shift could indicate a deeper focus on the private equity or high net worth wealth arena for BlackRock, an analyst said.

CFO 294
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White Paper- OPTIMIZING WORKING CAPITAL

Simply Treasury

Download the White Paper here

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How to Future-Proof Your Career: T-Shaped Skills

CFA Institute

Where should we focus our personal development so that it has the maximum benefit?

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7th Inning Stretch

Barry Ritholtz

“ Are we there yet? ” is not just a line from the kids the in the back of the car. It’s a question that investors, speculators, and professional traders have been asking themselves. The tl:dr is almost. We are almost there – down ~25% this year (so far). I wouldn’t call this an orderly sell-off, but it also hasn’t been the sort of collapse associated with true crashes like the 2000 tech wreck or the subprime mortgage/derivatives crisis.

Marketing 122
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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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Splurge on automation before recession hits, says former ‘serial CFO’

CFO Dive

Rent the Runway alum and ‘serial CFO’ turned CEO Christina Ross explains why investing in automation can help financial heads prepare before we officially enter a pre-recession environment.

CFO 286
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White Paper - DYNAMIC FX MANAGEMENTIN A FAST-MOVING ENVIRONMENT

Simply Treasury

Download the White Paper here

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Beg, Sell Or Borrow

Global Finance

The first twinges of a credit crunch are hitting companies at the lower end of the corporate food chain. Beef up before the squeeze intensifies.

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MiB: David McRaney on Belief, Opinion, and Persuasion

Barry Ritholtz

. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast. McRaney’s most recent book, “ How Minds Change: The Surprising Science of Belief, Opinion, and Persuasion ,” came out this year.

Economics 121
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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.