Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 52

Leverage Education Planning Communication 52

CFO News Room

JANUARY 11, 2023

It has been my practice for the last two decades to take a detailed look at how risk varies across countries, once at the start of the year and once mid-year. There are several services that attempt to estimate composite country risk scores, incorporating the multiple factors.

Marketing 130

Marketing Currencies Valuation Treasury 130

Strategic Treasurer

SEPTEMBER 6, 2022

Topics of discussion center around treasury operations with a view to automated payments, risk management, support of global business units, fraud prevention and more. On this episode of the Treasury Update Podcast, Host Craig Jeffery sits down with Holly Olson, Corporate Treasurer at AFL, to discuss strategies for managing treasury.

Treasury 98

Treasury Risk Management Finance Technology 98

Barry Ritholtz

NOVEMBER 10, 2023

The list appears to be mostly (but not exclusively) behavioral finance types; here is the short-list of laurates, plus a few related columns of Nobel Winners: Danny Kahneman on Noise (May 15, 2021) Paul Krugman on Zombie Ideas (February 15, 2020) Gene Fama (with David Booth) on Efficient Markets (November 9, 2019) Michael Spence, on the Dynamics of (..)

Finance 56

Finance Investments Marketing 56

CFO News Room

JANUARY 2, 2023

Crypto compliance, which grew rapidly in recent years, is still a high-demand job skill, and it requires candidates to embrace more risk in their career path, as they often move from more mainstream financial businesses with clearer regulatory paths to an industry that still lacks federal regulations, recruiters say. . Newsletter Sign-up.

Compliance 130

Compliance Communication Accounting Currencies 130

Strategic Treasurer

APRIL 17, 2023

This episode covers topics including changing security standards, growing risks, and the duty placed on companies to protect their people, data, and assets. Listen to Episode The post #249 – Fraud in a Changing Treasury Landscape Episode 1: Are You Implementing Thoughtful Security?

Treasury 88

Treasury Securities Technology Planning 88

CFO News Room

NOVEMBER 12, 2022

Boards have a particularly important role to ensure appropriate management of cyber risk as part of their fiduciary and oversight role. A company who invests only in protection is not managing the risk associated with getting up and running again in the event of a cyber incident.

Risk Management 130

Risk Management Planning Investments Economics 130

CFO Leadership

OCTOBER 10, 2023

This technology offers unprecedented rewards, but it also presents new risks that we all must navigate. Their strengths lie in their ability to, generate human-like text, understand context, and provide information across a broad range of topics. What is Artificial Intelligence? LLMs have demonstrated remarkable capabilities.

Finance 95

Finance Accounting Auditing IFRS 95

CFO Share

APRIL 18, 2024

Implementing robust financial practices is not just about avoiding risks but also about positioning your business for success in a competitive landscape. This is just scraping the surface, there are many other common bad financial decisions.

Budgeting 82

Budgeting CFO Forecasting Investments 82

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim.

Education 93

Education Tax Planning Planning Accounting 93

Focus CFO

DECEMBER 14, 2021

Tune in to the latest Ignite Your Business® Podcast episode featuring Mike Derringer, Area President and Director of regional Support for FocusCFO, and discover valuable insight into important business topics such as mergers and acquisitions, preparing for accelerated growth and taking accountability in business.

CFO 91

CFO Accounting 91

Future CFO

FEBRUARY 18, 2024

In our first interview of the series, Rupert Roberts (pictured), Head of Corporate Risk & Broking, Southeast Asia, WTW shares with us his typical day and what inspires his professional growth inside and outside of work. We then help their companies enhance the efficient and effective matching of risk to capital at the right price.

Risk Management 52

Risk Management Concentration Finance Leadership 52

Strategic Treasurer

SEPTEMBER 1, 2022

Coffee Break Session: What Is Market Risk? What is market risk? Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss market risk. They cover what market risk is, the various types, how it’s used, and how it can impact valuations. Listen in and learn a little bit about market risk.

Marketing 52

Marketing Treasury Valuation Risk Management 52

CFO Leadership

APRIL 4, 2023

So if you ask ChatGPT to summarize a highly discussed topic, it does a good job. We asked ChatGPT to write 500 words on the primary risks that United States banks are facing. It did pretty well, making a list of seven risk areas including credit, market, operational, liquidity, cybersecurity, compliance, and reputation.

Leadership 98

Leadership CFO Benchmarking Communication 98

Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

Future CFO

NOVEMBER 16, 2023

Data analytics has become a crucial skill for accountants as it enables them to provide valuable insights to clients, drive efficiencies, and enhance risk management. Share projects, case studies, or articles on the topic to showcase your expertise and attract potential employers. Showcase skills.

Accounting 52

Accounting Risk Management Technology 52

Future CFO

AUGUST 1, 2023

FutureCFO spoke to Deka to dig deeper into the topic: Which features/capabilities in financial applications are most in demand by mid-size enterprises? This trend is driven by the need for real-time data analysis and insights to make informed business decisions.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

CFO News Room

JANUARY 13, 2023

Following that rule book, I looked at the effects of inflation on the levers that determines value, in the graph below: Put simply, the effects of inflation on firm value boil down to the impact inflation has on expected cash flows/growth and risk. Looking Back.

Treasury 130

Treasury Investments Marketing Communication 130

Strategic Treasurer

DECEMBER 1, 2022

Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to discuss how asset-backed debt is used for raising capital, the different types of issuances, why a company would issue an asset-backed instrument, and the risks. Listen in and learn a little bit about asset-backed debt.

Treasury 52

Treasury Risk Management Finance Technology 52

CFO News Room

DECEMBER 28, 2022

It’s important to remember that investing always carries some level of risk, and you could potentially lose money in a Roth IRA if your investments don’t perform well. Certificates of deposit (CDs): CDs are low-risk investments that pay a fixed interest rate over a set period of time. Early Withdrawal Penalties.

Investments 130

Investments Accounting Education Marketing 130

CFO Talks

JANUARY 18, 2023

CFOs increasingly need to forecast for a multitude of scenarios. “By leaning into more agile, data-driven scenario planning, they [CFOs] can model out the potential impacts of market risks.

CFO 96

CFO Forecasting Finance Leverage 96

Strategic Treasurer

SEPTEMBER 19, 2022

They discuss the various types of funds someone can invest in, the differences between those types, who uses the funds, and the risk considerations. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems. Explore All Episodes.

Investments 52

Investments Treasury Risk Management Finance 52

Strategic Treasurer

APRIL 20, 2023

They discuss how these payments work, the benefits, and the risks. Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Managing Partner, Craig Jeffery, to chat about real-time payments. Listen in and learn a little bit about real-time payments.

Treasury 52

Treasury B2B Finance 52

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Investments 68

Investments Numbers Planning Accounting 68

Strategic Treasurer

OCTOBER 7, 2022

They talk through what commercial paper is, why someone would invest in it, the different types of commercial paper, and the risks associated. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems. Explore All Episodes. Access Report.

Investments 52

Investments Treasury Risk Management Finance 52

Future CFO

JULY 17, 2023

As a result, we are seeing greater interest in addressing skills and resource gaps and more emphasis on oversight of emerging risks.” This exposes the company to a range of risks, including cybersecurity and data privacy and management, succession planning and board effectiveness.

Planning 52

Planning 52

VCFO

AUGUST 16, 2023

Businesses that brush off AML policies and procedures can open themselves to increased regulatory, legal, financial, and reputational risk. In short, money laundering needs to be discussed and assessed as part of risk management policy in all companies. What risks can we mitigate with Controls?

Compliance 87

Compliance Banking Risk Management Currencies 87

Strategic Treasurer

MAY 23, 2022

This episode covers topics including changing security standards, growing risks, and the duty placed on companies to protect their people, data, and assets. Host: Craig Jeffery, Strategic Treasurer. Speaker: Jonathan Doskocil, TD Bank. Understanding Cyber Attacks and Strengthening Defenses: A Series on Cyber Security.

Securities 52

Securities Treasury Banking Technology 52

Strategic Treasurer

SEPTEMBER 26, 2022

Description : Virtual cards (sometimes called “vcards”) are a payment option offering decreased fraud risk and increased speed. Learn the challenges of supplier adoption and attrition for virtual card programs, the expectations and experiences of various organizations on the topic, and more.

Education 52

Education Securities Accounting Banking 52

Strategic Treasurer

JULY 21, 2022

They discuss what the term refers to in treasury and how they are used to evaluate an open position’s risks as well as rewards. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems. Listen in and learn a little bit about the Greeks.

Treasury 52

Treasury Risk Management Finance Technology 52

Strategic Treasurer

FEBRUARY 3, 2023

Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems Treasury Aggregators Supply Chain Finance & Cash Conversion Cycle Liquidity Enterprise Management Access Report Coffee Break Sessions – A Treasury Update Podcast Series A part of the Treasury (..)

Treasury 52

Treasury Risk Management Finance Technology 52

Barry Ritholtz

FEBRUARY 10, 2024

But as the risks get bigger, the questions do, too. ( Off-Topic ) • The growing link between microbes, mood and mental health : New research suggests that to maintain a healthy brain, we should tend our gut microbiome. Cash-strapped tenants cheer as they maintain a foothold in the city.

Construction 67

Construction Advertising Manufacturing Finance 67

Strategic Treasurer

JANUARY 19, 2023

Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems Treasury Aggregators Supply Chain Finance & Cash Conversion Cycle Liquidity Enterprise Management Access Report Coffee Break Sessions – A Treasury Update Podcast Series A part of the Treasury (..)

Treasury 52

Treasury Risk Management Finance Technology 52

Strategic Treasurer

FEBRUARY 16, 2023

Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of: Treasury & Risk Management Systems Treasury Aggregators Supply Chain Finance & Cash Conversion Cycle Liquidity Enterprise Management Access Report Coffee Break Sessions – A Treasury Update Podcast Series A part of the Treasury (..)

Marketing 52

Marketing Treasury Risk Management Finance 52

Nerd's Eye View

DECEMBER 29, 2023

Also in industry news this week: After the Massachusetts state regulators proposed a regulation that would require businesses to provide accurate up-front pricing information before a customer provides any personal information, life insurance industry groups have requested an exemption from the rule (since insurers need to have at least some of the (..)

Practice Management 85

Practice Management Planning Technology Numbers 85