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

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#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. In this podcast, Craig Jeffery and Paul Galloway of Strategic Treasurer discuss some of the key events of 2022.

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

CFO News

ETCFO and Oracle NetSuite organized a virtual roundtable on “Future-Proof Compliance: Strengthening Regulatory Maturity and Becoming Audit-Ready”, with panelists — Mandeep Mehta, Group CFO, PB Fintech; Mayank Gupta, Group CFO, CarDekho; Mehul Turakhia, Group Finance Head, Zeta Suite; Rajendra Jhawar, Senior Director – Finance, BrowserStack; Chieh Suang K, Business Development Leader – VC & PE, Oracle NetSuite; and Girish Butaney, General Manager, Oracle NetSuite — discussing the theme.

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MiB: Charlie Ellis on Vanguard’s Rules of Investing

Barry Ritholtz

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. His most recent book is Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business.

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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. And nearly 3 years to the day after its predecessor was passed, the U.S.

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How to Build the Ideal HR Team

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

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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! I initially started in a basic index fund but after doing more research I want to start dabbling in dividend stocks. Since I’ve never bought individual stocks I’m worried I may make some bad picks.

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The Street vs. The Fed

Barry Ritholtz

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. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.” Street vs. Fed with Ritholtz.

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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. You have a primary responsibility to your donors, grantmakers, and other stakeholders to find ways to share these statements while still following the highest accounting standards.

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The language of TIPS: It’s complicated.

Tips Watch

New investors are baffled by Treasury Inflation-Protected Securities. Can’t blame them. By David Enna, Tipswatch.

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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. And nearly 3 years to the day after its predecessor was passed, the U.S.

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Planning Your Restaurant's Path to Profitability

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

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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.

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History of Industries Listed on S&P 500

Barry Ritholtz

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). Almost nobody does this well consistently over time. Here is QAD from 2019: In business, change is inevitable , and those that fail to adapt and innovate are often doomed to failure.

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Covid or not, Sula’s Group CFO is taking home wine consumption bet into 2023

CFO News

Trends like an increase in in-home consumption, Covid-19-induced premiumisation, and the power of brand recall for ordering home delivery are likely to continue, says Bittu Varghese.

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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. Quick, practical management advice to help you do your job better. Promote Inclusive Language in Your Organization.

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How Automation is Driving Efficiency Through the Last Mile of Reporting

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

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ERP is Financial Management for Today and the Future

Navigator SAP

Highlights:

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Happy Merry!

Barry Ritholtz

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. Brokers bargained and traded. as they hummed an old song. With supply chain disruptions. from iPhones through socks.

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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 105
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Free-Market Capitalism is the Next American Economy

CFO News Room

America is in the midst of an identity crisis, and it’s probably not the kind you’d think. Our nation is wrecked by an abysmal economy and unhappy people losing confidence in their country. In such unhappiness, people on both sides of the political aisle too often propose “solutions” that grant the government more control of our lives, even though that control is usually the source of the problem.

Marketing 130
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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. 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 vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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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. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity t

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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?

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Outlook 2023 : How bullish are India Inc CFOs?

CFO News

In several interactions with ETCFO, leading India Inc CFOs pointed to several measures such as Make in India and PLI schemes, robust demand that will keep the economy ticking over the next few months.

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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. Food and Drug Administration approved its treatment for relapsing forms of multiple sclerosis in adults.

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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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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!). This year has been challenging for many financial advisors as they help their clients (and their own firms!

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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. It’s one of the few family traditions we have that the kids are still excited about now that they’re both teenagers.

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2023 may bring good tidings to Indian banks on a booming economy, credit growth

CFO News

Bank credit is seen growing 15 per cent per annum in fiscals 2023 and 2024, riding on broad-based economic recovery and stronger, cleaner balance sheets that allow lenders to expand credit.

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Netflix, Cal-Maine Foods, Southwest and more

CFO News Room

In this photo illustration the Netflix logo seen displayed on a smartphone screen, with graphic representation of the stock market in the background. Sopa Images | Lightrocket | Getty Images. Check out the companies making headlines in midday trading. Netflix — The streaming giant gained 6.3% following a double upgrade to buy from sell by CFRA. The firm said it would be difficult for competitors to catch up with the company.

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Recruit and Retain New Blue-Collar Talent

Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution. Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals.