Sat.Dec 24, 2022 - Fri.Dec 30, 2022

article thumbnail

#233 – What Did Treasurers Learn from the Events of 2022?

Strategic Treasurer

Episode 233. What Did Treasurers Learn from the Events of 2022? The year 2022 was an interesting ride. Global turmoil, supply chain issues, rising interest rates, and major acquisitions all caused concern and intrigue for treasurers and financial professionals around the world.

article thumbnail

Future proofing compliance for fast-growing businesses: Move away from costly, reactive approach

CFO News

CFO 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

MiB: Charlie Ellis on Vanguard’s Rules of Investing

The Big Picture

This week, we speak with Charlie Ellis, Chair of the Yale Endowment, Vanguard Board member, and founder of Greenwich Associates. In addition to that CV, Ellis is is the author of 19 books, including the investment classic Winning the Loser’s Game.

article thumbnail

SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

article thumbnail

Rethinking Growth: The Fight to Become and Stay Profitable

Speaker: Aleksey Krylov, CFA - Chief Financial Officer at CytoImmune Therapeutics

Join Aleksey Krylov, corporate finance expert and CFO at CytoImmune Therapeutics, for an insightful overview of working capital management and managing profitability.

article thumbnail

Can You Lose Money in a Roth IRA?

CFO News Room

I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. Recently a reader sent in this question about it: “I’ve been investing in a Roth IRA for several years thanks to your blog!

More Trending

article thumbnail

The Street vs. The Fed

The Big Picture

Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation.

85
article thumbnail

Financial Statements Nonprofit: What You Really Need

The Charity CFO

As a nonprofit leader, your financial stewardship is important to remain compliant with the IRS. One way to ensure you remain within the confines of your tax-exempt status is to file and share a number of financial statements.

article thumbnail

The language of TIPS: It’s complicated.

Tips Watch

New investors are baffled by Treasury Inflation-Protected Securities. Can’t blame them.

article thumbnail

Detailed Breakdown Of Key Tax Opportunities

CFO News Room

Executive Summary. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

CFO 130
article thumbnail

Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

article thumbnail

ERP is Financial Management for Today and the Future

Navigator SAP

Highlights: CFO Finance ERP

SAP 207
article thumbnail

History of Industries Listed on S&P 500

The Big Picture

Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons).

article thumbnail

SECURE Act 2.0: Later RMDs, 529-to-Roth-Rollovers, And Other Tax Planning Opportunities

Nerd's Eye View

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

article thumbnail

Our Favorite Management Tips of 2022

CFO News Room

Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Here are 10 of our favorite tips from 2022. Management Tip of the Day.

CFO 130
article thumbnail

10 Ways to Keep Your Hourly Employees

Getting and keeping hourly workers is no longer as simple as offering them more cash. Employees have options. But this guide from Paycor will help you put your best foot forward to recruit, retain, and develop hourly workers so you can remain competitive.

article thumbnail

Best ERP for Small to Mid-sized Businesses

Navigator SAP

An ERP system can help you streamline your business processes, improve communication and collaboration, and make better data-driven decisions. However, with so many options on the market, it can be overwhelming to choose the right one for your business

SAP 130
article thumbnail

Happy Merry!

The Big Picture

Art Cashin is a Wall Street treasure, and his annual shares are always appreciated. This is his December 23rd commentary. Happy Merry! Tis two days before Christmas. and at each brokerage house. The only thing stirring. was the click of a mouse. Down on the Exchange. the tape inches along.

76
article thumbnail

Weekend Reading For Financial Planners (Dec 31-Jan 1)

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 passage of “SECURE Act 2.0” ” has brought a wide range of changes to the world of retirement planning.

article thumbnail

Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

Executive Summary. Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning.

CFO 130
article thumbnail

Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by speeding up the month-end close and better managing your remote teams.

article thumbnail

This Week on TRB

The Reformed Broker

Wishing you all a happy holiday season and a bright new year. Merry Christmas, Happy Hanukkah, and don’t forget to take some time away from the screen. Especially this year! I’ll be headed down to South Florida as I usually do for the last week of the year.

65
article thumbnail

Transcript: Charlie Ellis

The Big Picture

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

article thumbnail

2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!).

article thumbnail

The Numbers That Defined 2022

CFO News Room

What a year 2022 has been. There was so … much … news. We saw record-high inflation, war in Ukraine, a landmark Supreme Court session, continuing effects of the pandemic, the Winter Olympics, the death of Queen Elizabeth II, the World Cup and, of course, the midterms.

Numbers 130
article thumbnail

The CFO Playbook: How to Decrease Costs & Increase Engagement

Learn how to reduce costs while simultaneously increasing employee morale.

article thumbnail

Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

CFA Institute

In a wild year for markets and investing, what EI content most resonated with readers?

article thumbnail

What's important for CFOs in 2023?

CFO News

As demand drivers become more volatile, strategic CFOs are set to position finance as a nimble business partner that can work in lockstep with other business functions

Finance 87
article thumbnail

Kitces & Carl Ep 102: Reflecting On The Journey Of Building A Career And Business

Nerd's Eye View

For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding.

article thumbnail

TG Therapeutics, Micron Technology, ChargePoint and more

CFO News Room

A ChargePoint station at the New Carrollton Branch Library in New Carrollton, Md. Tom Williams | Cq-roll Call, Inc. Getty Images. Check out the companies making headlines in midday trading. TG Therapeutics — Shares jumped more than 9% after the biotech company announced this week that the U.S.

article thumbnail

Happily Ever After: Core Guiding Principles to Achieving a Fairy Tale Month-End Close

Happily Ever After doesn’t just happen, except of course, in fairy tales. Hard work alone is not enough for month-end close best practices. It requires discipline, teamwork, and the right tools. All of this is within reach. Discover how your organization can achieve a Happily Ever After close.