CFO Thought Leader

FEBRUARY 20, 2024

Lessons from Craig Wert’s finance career reveal the power of adaptability, problem-solving skills, and the ability to seize opportunities in unexpected places. Read More What began to set Wert apart, however, was his innate ability to troubleshoot. CFOTL: Tell us about Jobber … what does this company do, and what are its offerings today?

Leadership 52

Leadership CFO Problem Solving Finance 52

PYMNTS

NOVEMBER 8, 2020

Among problems cited by the SBA, according to WSJ, were forged companies getting money; companies getting money even though their payrolls exceeded the 500-worker cap that applied in most instances; and companies getting money even though they were prohibited to do so because of pre-existing debts to the government.

Treasury 108

Treasury Economics Numbers Banking 108

PYMNTS

JULY 2, 2020

The news outlet quoted what it said was a leaked Amazon email to a supplier as stating: “Every year, Prime Day is a huge hit with customers, who enjoy some of the best deals of the year. A definitive date will be announced as we get closer to the event.”

eCommerce 106

eCommerce Sales Retail Planning 106

PYMNTS

AUGUST 28, 2020

The cuts are likely to fall between 5 percent and 10 percent of current headcounts, Reuters quotes Alan Johnson, head of compensation consultancy Johnson Associates Inc., things will get a little bit worse. His firm invests in J.P.Morgan Chase and other banks. We’re starting to see it now.

Banking 108

Banking Restructuring Economics Finance 108

Bramasol

MARCH 31, 2023

These unstructured talks create the kind of "ah-ha" moments that you just can't get in a half hour video call. One of the biggest advantages of the return to in-person events is the opportunity for engaging with colleagues in those impromptu conversations that organically bring to the surface new insights.

SAP 86

SAP Compliance Invoicing B2C 86

PYMNTS

MAY 21, 2020

Vaughan is quoted in the release as saying he wants to help enact better ways for restaurants to “pay and get paid,” particularly in light of the weaknesses in the system exposed by the coronavirus pandemic. At Oak HT/FC , Vaughan develops, advises and invests in new FinTech businesses, according to a press release.

Accounts Payable 91

Accounts Payable Investments Accounting Technology 91

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

IFRS 97

IFRS Technology SAP Compliance 97

CSC Advisors

JUNE 27, 2022

You can traditionally get startup capital like a loan or a venture-capital round. You can traditionally get startup capital like a loan or a venture-capital round. You can also get your startup capital through advances or revenue. The term "operating cost" can encompass anything from office space rentals to payroll.

Startups 52

Startups Securities Treasury Planning 52

Barry Ritholtz

FEBRUARY 17, 2023

New York Times ) • ChatGPT Is a Blurry JPEG of the Web : OpenAI’s chatbot offers paraphrases, whereas Google offers quotes. Palladium ) • Joe Montana Was Here : Brady praises Montana as “a killer” in public, but Joe’s friends feel like he’s made little effort to get to know the older player in real life.

Math 110

Math Advertising Investments Economics 110

PYMNTS

DECEMBER 27, 2020

Reuters quoted an unidentified source as saying of the attack several months ago: “They got in through the reseller’s access and tried to enable mail ‘read’ privileges. Reuters quoted an unidentified source as saying of the attack several months ago: “They got in through the reseller’s access and tried to enable mail ‘read’ privileges.

Microsoft Office 84

Microsoft Office Treasury Securities Technology 84

Future CFO

MARCH 3, 2024

ZS: When working with CFOs and finance professionals, I get excited when there are individuals who are passionate to challenge traditional ways of how finance functions are perceived and focus on adding value to the business. FutureCFO: What does a typical day look like for you? Can you tell us more about it?

Finance 52

Finance Manufacturing Startups Numbers 52

https://trustedcfosolutions.com/feed/

MAY 27, 2022

It is hard to make informed, strategic decisions regarding growth when you can’t get a complete picture of what’s happening within each restaurant entity and across all of your chains. Drill down to entity source transactions, receivables, and payables to get complete details.

Accounting 108

Accounting General Ledger Accounts Payable Cash Management 108

Barry Ritholtz

MARCH 30, 2023

Best quote about from a new arrival: “I think we came to the wrong airport.” Once again I have to wonder why we waited so long to commit to this project Penn Station : A perennial shithole following the destruction of the once magnificent Pennsylvania Station in 1963, the LIRR’s home station is finally getting the makeover it deserves.

Entertainment 116

Entertainment Transportation 116

Nerd's Eye View

DECEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S&P 500 index is on pace to return around 24% in 2023, defying expectations that investors had early this year for weak growth and high volatility – which underscores both the unpredictability of markets in (..)

Practice Management 85

Practice Management Planning Technology Numbers 85

CSC Advisors

SEPTEMBER 13, 2022

But, with these expert steps, you can get the necessary working capital and equipment financing. According to H&R Block, sadly, "53% of black-owned businesses that last half their revenue." "; Black business owners should consider reading this article an essential investment. "; This is why the U.S.

Economics 52

Economics Securities Startups Finance 52

Barry Ritholtz

JULY 25, 2023

2 But here is where things get interesting. Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. Over the weekend, I noticed someone was wrong on the internet. million) following on Twitter. As the Tweet (X?)

Accounting 98

Accounting Finance Economics Investments 98

https://trustedcfosolutions.com/feed/

JUNE 2, 2022

You get the information you need to manage each entity efficiently and effectively while also receiving the overall visibility to manage your business strategically. Ability to analyze AR data from a variety of perspectives, like revenue over time or collection activity on customer accounts, to get a complete view of your business.

Finance 104

Finance General Ledger IFRS GAAP 104

Barry Ritholtz

NOVEMBER 9, 2023

My morning train reads: • Turning Empty Offices Into Apartments Is Getting Even Harder : Only 3,575 apartment units were converted from office space last year. The already fraught process now faces even more challenges. Wall Street Journal ) • The problem isn’t inflation. It’s prices. What goes up may not come down. Like, ever. (

Marketing 52

Marketing 52

PYMNTS

NOVEMBER 12, 2020

The shutdown of the IPO happened after controlling shareholder Jack Ma upset government leaders, WSJ reported, quoting unnamed sources familiar with the situation. 24, Ma quoted Xi in a speech, saying "Success does not have to come from me," WSJ reported.

Valuation 72

Valuation Investments 72

Barry Ritholtz

DECEMBER 14, 2023

I’m gonna throw another of your quotes back at you “If the mutual fund was invented today it wouldn’t get regulatory approval.” Dave Nadig : Well the key thing about a mutual fund that’s different from an ETF is primarily how the money gets in and out and then how it’s taxed. Dave Nadig : Absolutely not!

Investments 66

Investments Accounting Leverage Marketing 66

CFO News Room

FEBRUARY 1, 2023

Gibson helps them to get business ventures off the ground with startup financing—but the deal is that the recipients must either have dropped out of college or never enrolled at all. It sought young people who were willing to eschew college to get on with their ideas, giving them grants of $100,000 and access to Thiel’s business savvy.

Education 130

Education Economics Investments Startups 130

Barry Ritholtz

MARCH 16, 2023

The truth requires a concerted effort to get at all of the buried private files and conversations among the key players. Don’t get angry; opportunism just comes with the territory. In Bailout Nation, I quoted Jeffrey Frankel ’s observation, “ They say there are no atheists in foxholes. What don’t we know?

Treasury 134

Treasury Banking Marketing Accounting 134

CFO Talks

JUNE 8, 2023

I will quote one of them, which I learned a lot from (Paul Victor). “He Most managers and leaders, they still don’t get that right.” Written by: Staff Writer During her career, Rosetta Tamela has worked at some of South Africa’s largest corporates, including RMB, Nedbank and Sasol. But what does this mean in practice? “I

Finance 97

Finance Leadership CFO Treasury 97

PYMNTS

DECEMBER 6, 2020

FT quoted unidentified sources as having said some of the rules will be tailor-made to apply only to companies designated as having "strategic market status" or as having power in one market that could be wielded in "adjacent markets.".

Marketing 68

Marketing Banking Technology 68

Barry Ritholtz

JANUARY 3, 2024

But they often influence us and that’s I think the most difficult thing for us to get around is that when things go up We naturally want to buy and when things go down We naturally want to sell and so doing something different than that is very very challenging Barry Ritholtz : So I want to talk about market efficiency. Mauboussin.

Investments 72

Investments Numbers Marketing Banking 72

PYMNTS

AUGUST 3, 2020

The deal went down for $100 million, according to sources quoted by Bloomberg. The program, a collaboration with Incentivio , was meant to help get rid of the need for cables or card readers. Apple has purchased Canadian company Mobeewave , which will allow it to create mobile pay hubs out of iPhones, Bloomberg reported.

Communication 117

Communication Startups Sales Retail 117

Bramasol

DECEMBER 19, 2023

Watch Now to get insights from the experts from each of these webinar, and stay tuned for more. If you're seeking to maximize your utilization of SAP applications for DSE, quote-to-cash, compliance, and reporting, this is a must-watch! To stay on top of what’s new, sign up for our Monthly Newsletter. Watch Now! Watch Now!

SAP 86

SAP Compliance Sales Accounting 86

PYMNTS

NOVEMBER 15, 2020

We imagine there will be many third-party health care providers handling vetting — whether that is getting a vaccine, taking a test, or other methods of review and approval — which could then be linked via a digital ticket so everyone entering the event is verified,” Yovich said in the statement. No vaccine is yet available.

Sales 98

Sales Technology Numbers Planning 98

PYMNTS

SEPTEMBER 13, 2020

According to Andrea Melville , managing director at Lloyds Bank Commercial Bank, as quoted by Financial Reporter, the speed at which the asset finance credit processes could take place is of paramount concern to brokers surveyed. "We The information is extracted and validated automatically.

Finance 117

Finance Financial Reporting Banking Economics 117

https://trustedcfosolutions.com/feed/

FEBRUARY 4, 2023

A manual system for billing is easier when your transaction volume is low, and your company is just getting off the ground. Salesforce — Avoid billing and approval delays, improve cash flow, automate the quote-to-cash process, and get real-time visibility into customer and transactional data.

Invoicing 57

Invoicing CFO Budgeting Accounting 57

PYMNTS

MARCH 2, 2020

If we had to pick a favorite highly quoted Jeff Bezos aphorism, “your margin is my opportunity” would almost certainly be a contender for the top spot. The “almost “is simply because it is not clear that it is even a legitimate quote. A favorite aphorism that all research indicates came up for the first time in that article.

Banking 88

Banking Budgeting Numbers Planning 88

CFO News Room

DECEMBER 10, 2022

Professor Bennett’s specialty is in applying free market thinking to subjects that most people believe require government involvement, and this book gets one to wondering how much better things might be if the U.S. I recently read Highway Heist , a provocative book by economist James T.

Construction 130

Construction Profit and Loss Treasury Economics 130

https://trustedcfosolutions.com/feed/

JULY 19, 2022

If you struggle to run your business using just QuickBooks and an ERP suite, then it’s time to move on up to Sage Intacct so your business can get real-time insights across multiple entities, perform consolidations in minutes and cut costs by 80-90%. It is not a full enterprise resource planning solution.

Accounts Payable 113

Accounts Payable Auditing Compliance Accounting 113

Barry Ritholtz

MARCH 13, 2024

First, the rate hiking cycle, and now, quote unquote, the inevitable rate cuts. You got to move up the risk curve to stocks and you’ve got to, you know, try and get some kind of a reward from it. What data should investors be following for insight into when they will begin? There is a yield again in the bond market.

Numbers 109

Numbers Marketing Treasury Economics 109

Centage

NOVEMBER 22, 2023

This quote, from the Controller at a multi-entity vineyard and winery in California , is representative of the pain points involved with rolling up multiple P&Ls: “I’d have a spreadsheet with 20 tabs , all of which were linked to a GAAP-based P&L on the first tab. This is a common problem among controllers and CFOs.

Profit and Loss 52

Profit and Loss Budgeting GAAP Financial Reporting 52

Barry Ritholtz

SEPTEMBER 17, 2022

Pour yourself a mug of Bean Box coffee, grab a seat on the sofa, and get ready for our longer-form weekend reads: • The Illusion of Knowledge : I’ve been expressing my disregard for forecasts for almost as long as I’ve been writing my memos, starting with The Value of Predictions, or Where’d All This Rain Come From in February 1993.

Forecasting 113

Forecasting Economics Marketing Sales 113

PYMNTS

DECEMBER 16, 2019

From Quote To Pay. The the beginning of the procure-to-pay spectrum, there’s the request-for-quote (RFQ) process, for example. According to Kieley, even large, multinational organizations not yet large enough to deploy SAP or Oracle ERPs continue to rely on manual quote management processes.

Accounts Payable 53

Accounts Payable Invoicing SAP B2B 53