Sat.Sep 21, 2024 - Fri.Sep 27, 2024

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Investing for safety: The era of 5% yields is ending

Tips Watch

By David Enna, Tipswatch.com We knew this day would come, after enjoying 5% nominal yields on very safe investments for more than a year.

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7 Steps to Prepare for an IPO

CFO Leadership

Here’s how we see it: CFOs can build the operating foundation needed for an IPO now, then go public when the time is right for their business. Maybe that time is coming soon for you, since the initial public offering (IPO) market in the US is showing signs of waking up. There were 30% more IPOs in the first half of 2024 compared to the first half of 2023, according to EY’s 2024 IPO Market Trends report.

Finance 94
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SPACs Try For A Comeback

Global Finance

Is the SPAC back? Maybe, a little. As a group, special purpose acquisition companies have crashed and burned spectacularly. Some 860 SPACs raised money from investors in the frenzied years 2020–2021, according to corporate advisor Kroll. Less than 100 survived. Most SPACs simply folded and returned cash to investors without ever making an acquisition.

Valuation 104
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Seize the day: Optimize your risk management strategy to improve your bottom line

CFO Dive

As we move closer to 2025, the insurance market presents a window of opportunity with a period of relative stability compared to the volatility of recent years.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

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5 Essential Implementation Questions When Buying ERP Software

Navigator SAP

A new ERP solution can dramatically upgrade a business with added visibility, automation, and more efficient operational processes among many other benefits. However, when buying ERP software, some essential implementation questions should be asked before purchase.

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Why Outsourced CFO Services Are Essential for Your Small Business

CFO Plans

In the dynamic landscape of small business, staying ahead of financial challenges is crucial. Enter outsourced CFO services—a transformative solution for businesses seeking expert financial guidance without the overhead of a full-time executive. Discover how outsourced CFO services can elevate your financial strategy today. Let’s delve into why your business needs these services and how they can elevate your financial strategy.

CFO 52
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GSTN asks taxpayers to secure records as data archival policy takes effect

CFO News

The Goods and Services Tax Network (GSTN) has issued an advisory, urging taxpayers to proactively manage their records as new archival policies limit GST return data availability to seven years.

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Twenty years of changing lives with BMO’s Equity Through Education

Bank of the West

This year marks the 20th anniversary of BMO’s Equity Through Education Program (ETE). On one day every year, BMO donates institutional equity, BMO InvestorLine equity and ETF trading commissions to… Read more The post Twenty years of changing lives with BMO’s Equity Through Education appeared first on About BMO.

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Elemental selects ION’s Aspect to power its metals, battery, and commodities trading business

Reval

LONDON – 26 September 2024: ION Commodities, a leading global provider of commodity. The post Elemental selects ION’s Aspect to power its metals, battery, and commodities trading business appeared first on ION.

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Solve Your Firms Automation Complexities Once and For All

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

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How to Create Better Nonprofit Leadership Teams

The Charity CFO

Your nonprofit organization relies on the knowledge and guidance of its leadership team to advance its mission. A strong leadership team makes it easy for your organization to reach its goals by effectively using resources and managing strategy. However, nonprofit leaders face unique challenges that their for-profit counterparts don’t, such as limited resources or reliance on volunteers.

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No, not all companies are abandoning diversity, equity and inclusion. Here’s why.

CFO Dive

Amid a high-profile backlash, many businesses are scrutinizing their policies. But the vast majority end up sticking with DEI, in part because it’s key to growth.

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Nobody Knows Anything, The Beatles edition

Barry Ritholtz

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The book is being published ~March 18, 2025, and is available for pre-ording today.

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Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)

Nerd's Eye View

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise revenue and balance the national budget – and that the current regime of relatively low tax rates will prove to be a temporary phenomenon.

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It Takes Two to Tango

With automation, you’ll reduce errors and save valuable time, allowing you to focus on what really matters: strategic analysis and insightful decision-making. Picture accurate financial reports ready at your fingertips, giving you the confidence to tackle business challenges head-on. Embracing automation not only boosts productivity but also elevates your role from number cruncher to closing rockstar.

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Meeting the Need for Tech-Driven International Banking Solutions

Global Finance

Susanne Prager, head of cash management at Raiffeisen Bank International (RBI), discusses the challenges affecting global banking services and the need for the latest tech tools to help companies succeed in CEE and around the world. Global Finance: What are the overall trends impacting international banking transactions? Susanne Prager: With the inclusion of new markets in the EU, businesses demand faster, more transparent, and compliant cross-border transactions.

Banking 98
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Rate cut to trigger slow rise in real estate investment ‘tide’

CFO Dive

Richard Barkham, CBRE’s global chief economist, is expecting “a meaningful uptick” in commercial real estate deals rather than an “explosion.

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MiB: Kyla Scanlon on Vibecessions & Gen Z

Barry Ritholtz

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. She has been published at Bloomberg, New York Magazine, FT, and the NYT. Her new book “ In This Economy?: How Money & Markets Really Work ” just came out this Summer. We discuss how she came up with the idea of a “ Vibecession ” and how it became a popular New York Times guest essay.

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Never Settle, Fostering a Culture of Continuous Learning in Finance

CFO Talks

Never Settle, Fostering a Culture of Continuous Learning in Finance In the ever-evolving landscape of finance, the role of the CFO has transformed dramatically. No longer confined to balancing books, today’s CFOs are at the forefront of shaping strategy, guiding decision-making, and steering their organisations through complex challenges. To maintain a competitive edge, it’s crucial to embed a culture of continuous learning within your finance team.

Finance 98
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Travel and Expense Policy Success: Your Essential Checklist

Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

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7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5

Nerd's Eye View

Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they balance servicing current clients with marketing for new ones and also possibly managing staff.

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Norfolk Southern acting CFO goes permanent amid C-suite shakeup

CFO Dive

The Atlanta-based freight rail operator is refilling its ranks with insiders after firing its CEO and chief legal officer who were found to be having an affair.

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Aligning IT investments with business goals

Future CFO

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side. Finance leaders are already aware of such shifts , and it has been a part of the CFO agenda for quite some time now.

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Bridging the Gap: Dr. Daan Steenkamp on South Africa’s Underinvestment in Intangible Assets

CFO Talks

In this podcast, Dr. Daan Steenkamp, CEO of Codera Analytics, discusses the growing importance of intangible assets like data, software, and intellectual property in South Africa’s economy. While global economies have seen rapid growth in investments in these assets, South Africa lags behind, particularly in data and intellectual property investments.

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The New Frontier: A Guide to Monetizing AI Offerings

Speaker: Michael Mansard and Katherine Shealy

Generative AI is no longer just an exciting technological advancement––it’s a seismic shift in the SaaS landscape. Companies today are grappling with how to not only integrate AI into their products but how to do so in a way that makes financial sense. With the cost of developing AI capabilities growing, finding a flexible monetization strategy has become mission critical.

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Considering an I Bond rollover? Do it the right way.

Tips Watch

For some investors, cashing in low-fixed-rate I Bonds makes sense, combined with the gift-box strategy to add to holdings in October. By David Enna, Tipswatch.

Finance 93
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Grammarly taps IPO veterans for CFO, CTO

CFO Dive

Grammarly doesn't have any “immediate plans” for an IPO, but needs leaders who can “scale an already sizeable, high-growth company," a spokesperson said.

CFO 247
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Navigating Digital Transformation for Life Sciences Companies

Bramasol

Life sciences includes a broad range of scientific fields that study living organisms and their interactions with the environment. Some of the key areas within life sciences include: Biology: The study of life and living organisms, including their structure, function, growth, evolution, and behavior. Biotechnology: The use of biological systems, organisms, or derivatives to develop or create products, often focusing on medical or agricultural applications.

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Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten busier than ever at work and at home) to the extent that they're more willing to work with someone to navigate those financial challenges; while al

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Cash flow isn’t just about balancing numbers - it's about ensuring your organization is positioned for both immediate stability and long-term success. Understanding that cash flow management fuels every decision, every opportunity, and every growth phase is critical. But how can you shift from simply managing cash to strategically optimizing it for resilience?