Sat.Jul 13, 2024 - Fri.Jul 19, 2024

article thumbnail

Upskilling Finance to realise business outcomes

Future CFO

It is undeniable that the Finance function is in dire need to keep up with the technological advancements to meet the demand of the market, and one of the things in the to-do list is upskilling its people. A recent Gartner survey revealed that finance leaders think artificial intelligence, particularly GenAI, is set to impact organisational functions, as there are high levels of uncertainty among finance executives regarding the challenges surrounding the implementation of GenAI.

Finance 97
article thumbnail

5 takeaways on costs, challenges of climate disclosure compliance

CFO Dive

Complacency regarding the SEC’s now-stayed rules could leave companies “scrambling to try to get ready” once they are put in place, PwC’s Marc Siegel said.

Insiders

Sign Up for our Newsletter

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

Trending Sources

article thumbnail

What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

Are you planning for a Saturday night? Welp, that’s kind of short-ranged! How about, planning to buy a house in the next five years? Or a farm in the next 10 years! That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future.

article thumbnail

Thursday’s 10-year TIPS auction could mark trend of lower yields

Tips Watch

By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer $19 billion in a new 10-year Treasury Inflation-Protected Security, CUSIP 91282CLE9. The coupon rate and the real yield to maturity will be set by the auction’s results.

article thumbnail

How to Navigate Revenue and Expense Management: Competitive Insights for Financial Success

Speaker: Hilary Akhaabi, PhD - Founder, Chief Financial & Operations Officer at Go Africa Global

In the fast-paced world of corporate finance, staying ahead of the curve is crucial for sustainable growth and profitability. This exclusive webinar with leading expert Hilary Akhaabi, PhD, will teach you practical ways to navigate complex financial landscapes and enhance your company's revenue management capabilities. Whether you're aiming to refine your financial strategies or seeking innovative solutions to drive performance, this new session is for you!

article thumbnail

Unveiling the 7th Annual CFO Africa: A Showcase of Financial Leadership and Innovation 

CFO Talks

Unveiling the 7th Annual CFO Africa: A Showcase of Financial Leadership and Innovation The 7th Annual CFO Africa event was a dynamic gathering of financial leaders, industry experts, and innovative thinkers. Held over two days, this year’s event focused on the expanding roles of CFOs in forecasting, planning, and strategic decision-making, highlighting the importance of technological advancements in driving business innovation.

More Trending

article thumbnail

10 Weekend Reads

Barry Ritholtz

The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How Jeff Yass Became One of the Most Influential Billionaires in the 2024 : Election The libertarian who turned Susquehanna into one of Wall Street’s most powerful trading firms is enmeshed with TikTok—and betting on Trump. ( Businessweek ) • The Secret, Magical Life Of Lithium : One of the oldest, scarcest elements in the universe has given us treatments for mental illnes

Math 74
article thumbnail

Converse Bank: At the Forefront of Innovation in Armenia

Global Finance

Throughout its 30-year history, Converse Bank has been a trendsetter in Armenia. This began with it as the first bank since the country became independent to be set up with foreign investment – led by principal shareholder Eduardo Eurnekian, an Argentine-Armenian businessman. Being a pioneer seems to be in Converse Bank’s DNA. It has consistently applied best practices across its operations, creating business processes informed by knowledge and customer experience.

Banking 98
article thumbnail

1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit

CFO Thought Leader

By the time Sandeep Aujla arrived at Intuit in 2015, he had already invested 7 career-building years as a senior finance executive at Visa, so his path to the CFO office was presumably getting shorter and shorter. Still, it would be another 8 years before he would be appointed Intuit CFO. While there’s little question that during those 8 years Aujla could have likely nabbed CFO appointments elsewhere.

CFO 52
article thumbnail

AR player Versapay plunges ahead with new C-suite team

CFO Dive

The business-to-business accounts receivable player is weighing its strategic options and eyeing opportunities in the office of the CFO.

CFO 144
article thumbnail

How To Streamline Finance Operations Through Automation

Speaker: Claire Grosjean

In today’s fast-paced business environment, finance professionals are under increasing pressure to optimize operations and drive strategic value. As a result, automation has become a core part of business strategy, offering unprecedented opportunities to streamline operations and drive efficiency. Join esteemed global finance and operations executive, Claire Grosjean, for a comprehensive guide on how to harness automation’s power through strategic collaboration with functional leaders.

article thumbnail

The Key Differences Between a Controller and a CFO in Small Businesses

CFO Share

When building your back office, you may consider whether you need a financial controller or a CFO. The skills and responsibilities of these roles overlap, and to make matters more confusing, an underqualified CFO (yes, there are plenty out there) will perform similar to or worse than an excellent controller. Whether you are hiring full-time or fractional, knowing how these roles differ between a controller vs CFO will ensure your small business gets the financial support it needs without overspe

article thumbnail

BMO earns top score for disability inclusion for ninth year in a row

Bank of the West

BMO has been honored with a top score of 100 on the Disability Equality Index® for the ninth consecutive year, securing our place among the Best Places to Work for… Read more The post BMO earns top score for disability inclusion for ninth year in a row appeared first on About BMO.

article thumbnail

Deloitte: Asia Pacific companies face urgent need for portfolio rebalancing

Future CFO

Companies across the Asia Pacific region are facing an urgent need for portfolio rebalancing , according to a new Deloitte Asia Pacific report. The study, which highlights the necessity of APAC companies to increase scrutiny of their portfolio holdings as they seek to rebalance for growth opportunities and divest assets that no longer fit their strategy, reveals that 79% of executives expect to make two or more divestments in the next 18 months.

CFO 52
article thumbnail

SEC rule jumpstarts Corpay CAO’s ESG push

CFO Dive

The climate disclosure rule’s March passage helped push the payments player to double down on its ESG reporting strategy, Chief Accounting Officer Alissa Vickery said.

article thumbnail

Empowering Business Travel: The CFOs Guide

Business travel is more than just a line item. It’s a strategic opportunity to align with your company’s goals and empower your employees. With 60% of employees dissatisfied with the ease of booking and modifying travel plans, there’s a significant opportunity to improve travel management. This one-pager explores how to transform travel into a powerful tool for organizational success.

article thumbnail

Meet Alex Nursey

Castle Corporate Finance

Alex is a senior manager at Castle Corporate Finance. He joined from Crowe in January 2021 as an experienced corporate financier, where he principally focussed on capital market and financial due diligence assignments. He also spent a period working for a Kent-based private equity backed healthcare business. Alex was promoted to senior manager in January 2024.

article thumbnail

1,017: Two Hands, One Vision: A Balanced Approach to Finance | Eric Emans, CFO, Nintex

CFO Thought Leader

Eric Emans, CFO of Nintex, tells us that his career has been built upon learning from mistakes and driving an expectations-based culture in finance: “I see the fear of failure as being so detrimental to so many people early in their career. In their mind, failing is often outsized, but most of the time, the things that you’re dealing with when you’re up-and-coming are expected to involve some failure.

CFO 52
article thumbnail

Understanding Contracted Annual Recurring Revenue: A Comprehensive Guide

The SaaS CFO

Contracted Annual Recurring Revenue (CARR) was an obscure metric in the SaaS world years ago. Today, it’s become a hot and controversial SaaS metric when discussing company growth and SaaS valuations. CARR is a forward-looking SaaS revenue metric that estimates the maximum revenue size of a SaaS company. CARR combines two important aspects of revenue: […] The post Understanding Contracted Annual Recurring Revenue: A Comprehensive Guide appeared first on The SaaS CFO.

article thumbnail

Powell says data lift Fed confidence inflation cooling toward 2% goal

CFO Dive

Federal Reserve Chair Jerome Powell welcomed recent inflation data, including a report that the core consumer price index rose last month at the slowest pace since early 2021.

278
278
article thumbnail

How to Avoid Getting "Ghosted": Top 3 Secrets to Staying Relevant with Gen Z

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant or getting "ghosted" if they fail to meet the evolving needs of Gen Z consumers. In this new webinar, Brian Muse-McKenney of Episode Six and Matt Simester of Payments Consultancy Limited will reveal key considerations banks should factor into their efforts to develop target products for the next generation of bank customers.

article thumbnail

Business Buy-Sell Agreements In The Wake of Connelly V. IRS: Ensuring Clients’ Business Succession Plans Don’t Create Future Estate Tax Issues

Nerd's Eye View

Buy-sell agreements are a common succession planning tool for business owners where, upon a triggering event like the death of one owner, the surviving owners have either the option or the contractual obligation to purchase the deceased owner's shares of the business. Traditionally, buy-sell agreements are structured either as cross-purchase agreements (where the surviving owners buy the deceased owners' shares directly from their estate) or entity-purchase agreements (where the business itself

article thumbnail

The Mentoring Round | Sandeep Aujla, CFO, Intuit

CFO Thought Leader

Inside the Mentoring Round, CFO Sandeep Aujla explains why his eight-year investment at Intuit was driven by the continuous learning opportunities and professional growth the company offered. Although he could have become a CFO sooner elsewhere, Aujla tells us chose to stay at Intuit to deepen his expertise, gain more diverse experience to better prepare for the CFO role. 1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit The post The Mentoring Round | Sandeep Aujla, CFO,

CFO 52
article thumbnail

Driving business value from policy-driven access rights insight

Future CFO

One vital goal of CFOs is to ensure their data is viewed by authorised individuals and only those specific individuals. To accomplish this, IT professionals must employ best practices related to the segregation of data (SoD) within their organisations. "Data segregation is the process of separating certain sets of data from other data sets so that different access policies can be applied to those different data sets," says a report on NextLabs ( [link] ).

SAP 52
article thumbnail

CFOs plan to raise salaries 3.9% in 2025: WTW

CFO Dive

U.S. companies are trimming salary increases as the labor market loosens, recovering from a pandemic period of high resignations, job hopping and wage gains.

Planning 279
article thumbnail

Navigating the Automation Landscape: Selecting Tools That Fit Your Business

Speaker: Gary Dmitriev

Our upcoming webinar aims to demystify the process of selecting and implementing automation tools for financial institutes. This session will provide your roadmap for vetting potential solutions, focusing on due diligence, vendor assessments, and aligning technology with strategic goals. We’ll also address the critical issue of innovation fatigue, offering tips on maintaining enthusiasm and momentum for new initiatives.

article thumbnail

#FASuccess Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients, With Christi Van Rite

Nerd's Eye View

Welcome everyone! Welcome to the 394th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christi Van Rite. Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M in revenue this year from its specialized services.

article thumbnail

What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

Are you planning for a Saturday night? Welp, that’s kind of short-ranged! How about, planning to buy a house in the next five years? Or a farm in the next 10 years! That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well. It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future.

article thumbnail

Budget 2024: Budget likely to announce India’s commitment to global minimum effective corporate tax

CFO News

Several key countries through which investments flow into India and also flow out from India (Indian headquartered companies setting up operations overseas) have either introduced or announced their commitment to Pillar 2.

article thumbnail

‘Say-on-pay’ proxy support rises despite concerns about PSUs: EY

CFO Dive

The number of investor activist campaigns this proxy season rose to 691, a 2.4% increase compared with 2023, according to EY.

Numbers 237
article thumbnail

Secure SaaS Success: Embedded Finance as a Competitive Advantage

Speaker: Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms

Join us for an exclusive webinar hosted by Ian Hillis, SVP of Growth at Payrix and Worldpay for Platforms, where he’ll explore the significant impact of embedded finance on the software industry! This session is designed to provide you with the strategic insights needed to navigate the future of SaaS successfully, all while gaining a deeper understanding of how these trends can enhance your competitive edge, boost revenue, and deepen customer loyalty.