Sat.Sep 30, 2023 - Fri.Oct 06, 2023

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Strategies for Saudi Arabia to deliver on its $1 trillion-plus project plan

Mckinsey and Company

As Saudi Arabia sets out on one of the world’s most ambitious phases of capital expenditure, tried and tested opportunities can help the country unlock construction project success.

Planning 171
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CFO events for Q4 2023, all of 2024

CFO Dive

As the year draws to a close, it’s time for finance leaders to look toward future strategies. CFO Dive’s got a list of upcoming conferences and meet-ups to keep you covered.

CFO 147
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Navigating around the changes in FP&A post-pandemic

Future CFO

A lot has changed when the COVID-19 pandemic hit the world--there is no question about that. Businesses and firms trod around the adjustments they need to adhere to left and right to keep their companies afloat. All functions of businesses needed to be checked and most had to be overhauled to keep up with the ever-changing dynamics happening around the globe.

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10 Quotes That Shaped My Investment Philosophy

Barry Ritholtz

We all love to use quotations in our arguments. It’s both an appeal to higher authority as well as social proof ( Hey! I’m not the only one who believes this stuff ). I find it useful occasionally to go back to first principles and reconsider the sources that have influenced my thinmking. Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing.

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How Emotionally Intelligent Leaders Drive Business Results

Employees who feel listened to show a 64% longer commitment to tasks (Forbes). And that’s just for starters. Learn how emotionally intelligent leaders drive business results. Download Paycor’s guide for the full story.

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Build it and they will come: Talking with Marqeta’s Jason Gardner

Mckinsey and Company

The payments company founder shares how he built an industry-disrupting company, why he handed off to a successor, and how he sees the industry’s future.

Banking 128

More Trending

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This Week on TRB

The Reformed Broker

Hey everyone, thanks for checking out the best stuff we did this week… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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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: • The Oppenheimer of Our Age : Sam Altman insists the AI he is creating could destroy us even as he hastens its advancement. Do we know enough about him? ( New York Magazine ) • It’s not just you. LinkedIn has gotten really weird.

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Putting renewable energy within reach: Vietnam’s high-stakes pivot

Mckinsey and Company

With conducive conditions, Vietnam’s renewable-energy development could increase exponentially to attract manufacturers and ensure its energy security.

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US IPOs rise 20% YTD yet lag 2021 pace

CFO Dive

IPO investors worldwide have become especially selective as central banks push up interest rates, raising the cost of capital, EY said.

Banking 147
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Acterys: Revolutionizing CIO & CFO Decision-Making

Welcome to the Future of Technology for CIOs & CFOs! Ever stood on the precipice of a technological revolution, feeling the energy of change? Ever been captivated by the whispers of a software that's not just innovative but genuinely groundbreaking? Acterys unveils a groundbreaking technology tailored for CIOs and CFOs. This state-of-the-art solution streamlines data integration, analytics, and forecasting, empowering leaders to make informed decisions quickly.

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Donation vs. Loan: Can a Foundation Give Money to a Nonprofit?

The Charity CFO

Bringing in money from significant contributors like foundations is vital for many nonprofits. It helps keep the lights on and achieve the organization’s goals with large chunks of cash rather than forcing them to chase down many small donors. Donations are often the most significant part of this quest – but they’re not the only part.

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Risk management in financial planning: mitigating uncertainties for a stronger future

Cube Software

Understanding the basics of risk in financial planning Recognizing and understanding risk is the cornerstone for building a resilient, successful business. When it comes to financial planning, risk refers to the potential for unexpected events to negatively impact the financial health and stability of your business. It’s the uncertainty that looms over financial outcomes and objectives, potentially leading to unwanted results.

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What separates B2B GTM outperformers in tech and telecom

Mckinsey and Company

Our latest global B2B Pulse GTM survey of the tech and telecom sector shows how some outperforming companies are optimizing sales tactics to gain significant market share despite economic uncertainty.

B2B 112
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Allianz chief actuary replaces CFO exiting for Generali

CFO Dive

The German global insurer promoted Claire-Marie Coste-Lepoutre as outgoing CFO Giulio Terzaroil leaves for a competitor.

CFO 147
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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

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938: The Art of the Possible | Jason Leet, CFO, Zylo

CFO Thought Leader

Of the different acquisitions with which Jason Leet became involved at ExactTarget of Indianapolis, Indiana, there’s little question that the seventh was the most impactful on his finance career. As it turned out, this would also be his last acquisition—or perhaps we should say his last ExactTarget acquisition, given that this time it was ExactTarget itself that was being acquired.

CFO 52
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Why Diversity is Good for Business

CFO Selections

Sometimes in our professional lives we do things because we think they are a smart business move. Sometimes we act because we have no choice because the market demands it. Sometimes we take positions or actions because we are thinking about our company’s ethos and reputation in the community. Every now and then, those things are at odds with each other.

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The benefits of automating accounting

Future CFO

In today's fast-paced world, it is imperative that businesses must get accustomed to the latest developments in their organisation's various functions--including accounting. Accounting automation , which involves streamlining accounting processes and standardising tax inputs and workflows using technology, is among the developments rising in the business landscape as this provides more accurate results in less time.

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How to succeed during economic downturns

CFO Dive

How can the finance department help the enterprise reconsider the role of external operations and the supply chain in supporting their bottom line?

Economics 130
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From Complexity to Clarity: Strategies for Effective Compliance and Security Measures

Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place. Let’s step back and focus on the idea that no matter how complicated the compliance and security regime, it should be able to be distilled down to a checklist.

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The Latest In Financial #AdvisorTech (October 2023)

Nerd's Eye View

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the e

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: • October Almanac: Bear-Killer, Bargain Month, Turnaround Month : Seasonally Speaking, October is the time to buy stocks, especially late October and especially tech stocks and small caps. October can evoke fear on Wall Street as memories are stirred of crashes and massacres. We use the term “Octoberphobia” to describe the phenomenon of major market drops occurring during the month.

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Chinese cyberspace regulator proposes cross-border data security reviews relaxation

Future CFO

A majority of business and personal activity involving sending Chinese data abroad will no longer need to go under a security assessment, according to the latest proposed regulation of the Cyberspace Administration of China. The new proposal seeks to regulate and promote legal, orderly and free flow of data , bringing relief for multinational companies with operations in China.

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The two emerging defined benefit camps

CFO Dive

Depending on the camp your organization is in, it’s important to consider why and what you will do to ensure success.

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The Buyer’s Guide to HR & Payroll Technology

Choosing an HCM partner is one of the most important decisions you’ll make because time is one of your company’s most strategic assets. How do you want to spend your time?

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Innovation in finance: How CFOs can lead the charge

CFO News

One of the primary ways CFOs can lead the charge in innovation is by harnessing the power of technology. The finance industry has witnessed remarkable advancements in recent years, including blockchain, artificial intelligence, and big data analytics. These technologies can be leveraged to streamline financial processes, reduce costs, and improve decision-making.

Finance 52
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The Fractional CFO's Guide to Strategic Hiring for Digital Marketing Agencies

Adam Kae

As a Fractional CFO specializing in supporting digital marketing agencies, I understand the critical importance of building a high-caliber team. In today's fast-paced business landscape, strategic hiring isn't just about filling open roles; it's a continuous process that can make or break your agency's success. Let's dive into some key insights and strategies on how to make the right hiring decisions, optimize your hiring process, and ensure that you always have the best talent on board. 1.

CFO 52
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Three distinct generative AI conversations CFOs must conduct

Future CFO

There are three distinct generative AI conversations that CFOs, especially those from large enterprises, must conduct, said Gartner recently. According to the advisory firm, 80% of finance functions of large enterprises will use internal AI platform by 2026, as leadership teams do not want to fall behind peers. However, as the chief steward for an organisation’s financial health, CFOs must balance the risks and rewards of tools like generative AI, said Mark D.

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10 Sunday Reads

Barry Ritholtz

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. Now that their son stands accused of one of the largest financial frauds in U.S. history, they’re scrambling for legal escape routes. ( New Yorker ) • The Nasdaq 100 Is Wildly Popular.

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Quick Start Guide to a Crystal Clear Close

Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

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RBI likely to maintain status quo on rates with an eye on the dollar, oil prices

CFO News

The Reserve Bank of India's rate-setting panel is expected to maintain the policy interest rates unchanged in its upcoming meeting, as it monitors inflation amid rising crude oil prices and potential rate hikes in the US. The Monetary Policy Committee is likely to keep the repo rate at 6.50% and maintain its stance of withdrawal of accommodation. The increase in global oil prices and the strengthening US dollar have increased inflation and current account deficit risks for India.

Banking 52
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Should a Fractional CFO Look at Top-Line Revenue or Bottom-Line Profit?

Adam Kae

First things first: What is the top line and bottom line? These refer to the lines on a company’s income statement. Top-line revenue, which shows up at the top of the document, is the company’s gross sales for that year, while bottom-line profit (the bottom of the page) is the company’s net income. This is the amount left over after all taxes have been deducted, together with other expenses for the year: loans and other costs are included here, too.

CFO 52
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Practical changes for BEPS 2.0 implementation

Future CFO

The BEPS 2.0 Pillar Two global minimum tax project – some 4 years in the making – is reaching a critical phase: the tipping point when businesses and governments alike need to shift from the potential impact of change to the practical aspects of applying and administering the new rules. Although many countries are working to have the new tax rules in place by the end of 2023 there are some significant process questions that need answering.

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