CFO Dive
MAY 2, 2024
“We made some very tough decisions, and while we firmly believe these actions are the right thing to do for the business, cuts like this are painful,” CFO Liz Coddington said.
Navigator SAP
MAY 3, 2024
Enterprise resource planning solutions (ERP) are only as static as the businesses that use them. That’s why it is important to have an SAP partner that is not only there during rollout, but also continues to support the business as it grows and evolves.
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Bank of the West
APRIL 30, 2024
BMO has announced a groundbreaking $1 million donation to Parks California, the official non-profit partner to California State Parks. This transformative grant will support the organization’s mission to provide career… Read more The post BMO deepens commitment to equity and environmental sustainability with $1 million investment in Parks California appeared first on About BMO.
CFO News
MAY 1, 2024
India's Gross Goods and Services Tax (GST) collections have reached a historic milestone, surpassing the Rs 2 lakh crore mark for the first time since the inception of GST in July 2017.
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Navigating travel expenses can be challenging, but our workbook offers a clear path forward. Learn to craft a travel policy that fits your budget and makes travel management simple. This self-guided workbook offers: Practical advice on choosing airlines, setting booking time frames, and managing travel costs effectively. Insights into selecting the right class of service for each employee, ensuring everyone travels comfortably and within policy.
Tips Watch
MAY 5, 2024
By David Enna, Tipswatch.com Last week, the Treasury set the fixed rate for I Bonds purchased from May to October 2024 at 1.3%, which combined with a variable rate of 2.96% results in a composite rate of 4.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Barry Ritholtz
MAY 4, 2024
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Most Important Skill of the Future is Being ‘Indistractable’ How the difference between traction and distraction could transform your productivity. ( Nir and Far ) • this is a teenager : In 1998, a researcher named Vincent Felitti published a paper that drastically changeed the way we think about these kids and childhood.
Nerd's Eye View
MAY 3, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but greater autonomy over how they run their businesses and serve their clients.
CFO News
MAY 1, 2024
In the wake of border tensions, the Indian government has been looking askance at investments by Chinese companies in India. Press Note 3 norms issued in 2020 stipulated that a company based in a country that shares a land border with India (such as China) can invest only after government clearance.
Tips Watch
APRIL 30, 2024
EE bond’s fixed rate stays at 2.7%; doubling period holds at 20 years By David Enna, Tipswatch.com After signaling for a few days that it would hold off to May 1 to announce new rates for U.S.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
CFO Dive
APRIL 30, 2024
Cybersecurity threat actors' innovative methods are driving up demand for professionals with diverse and specialized skill sets, the World Economic Forum said.
Barry Ritholtz
MAY 6, 2024
It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.
Nerd's Eye View
MAY 1, 2024
A little over 20 years ago, when the Internet was still just a few years into gaining widespread use, the SEC understood its potential to transform how financial advisory firms conducted business with the ability to deliver advice digitally, lowering the barriers to serve clients across the country. However, the challenge for firms that wanted to use their websites to advise clients, but didn't otherwise qualify for SEC registration, was that they would ostensibly need to register in all 50 stat
CFO News
MAY 3, 2024
Reserve Bank proposes stricter lending rules to prevent stress on bank books during project implementation. Provisioning increases to 5% during construction phase, with reductions based on project phase and conditions met. Public feedback accepted until June 15.
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HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.
CFO Share
MAY 6, 2024
With new businesses come new beginnings, and nothing excites accountants like setting up a fresh set of books. Like an artist in front of a blank canvas, brand new books hold limitless possibilities, the chance to shed old byzantine corporate accounting and to step into the future of clean and clear financials. The first step is to choose your accounting software.
CFO Dive
APRIL 30, 2024
A report of rising wages prompted traders in interest rate futures to dial down bets on reductions in the Federal Reserve’s main interest rate.
Barry Ritholtz
MAY 3, 2024
She was previously president of Honey, where she orchestrated the company’s sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age’s 100 Most Influential Women in Advertising. She previously held executive leadership positions at Microsoft, Yahoo!, Pinterest, SoFi, Demand Media. BusinessWeek nd the San Francisco Chronicle.
Nerd's Eye View
APRIL 30, 2024
Welcome everyone! Welcome to the 383rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Troy Sharpe. Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. 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 semina
Speaker: James Kahler, COO of Full Course
Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.
CFO News
MAY 5, 2024
Ten companies, including these three, accounted for 33% of the total spends on CSR in FY23, according to data shared exclusively with ET by primeinfobase.com, an initiative of Prime Database Group.
CFO Thought Leader
MAY 6, 2024
When a leader is faced with unprecedented challenges, their true mettle is tested. Daniel Bisgeier, a seasoned CFO, exemplifies how continuous improvement and strategic decisiveness can pave the way for corporate resilience and growth. Reflecting on his career, Bisgeier notes that significant progress often comes not in bursts but through “persistent effort over time and constant refinement.” Read More An illustration of Bisgeier’s strategic agility occurred during his tenure a
CFO Dive
MAY 2, 2024
The automotive services company’s shares slumped Thursday after it released earnings and announced its finance chief is leaving the company.
Future CFO
MAY 5, 2024
Boardroom leadership, including chief financial officers, needs to manage artificial intelligence risks to drive trust, according to the Association of Chartered Certified Accountants. The global professional accounting body is urging businesses urged to take steps to maximise the opportunities of AI and lay foundations for responsible use of new technologies.
Speaker: Jamie Eagan
As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of
Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 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 self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prosp
CFO News
MAY 5, 2024
Indian auditing firms are pushing for fair competition with multinational counterparts, expressing concerns over the Big Four's increasing dominance and alleged manipulation of regulatory loopholes. The Institute of Chartered Accountants of India (ICAI) recently investigated affiliates of EY, Deloitte, PwC, and KPMG, where the firms were able to obtain court stays against disciplinary actions by the ICAI disciplinary committee after years of scrutiny, according to local rivals.
CFO Thought Leader
MAY 5, 2024
On our latest episode three forward looking Planning Aces shared deep insights into optimizing financial performance. The conversation highlighted the significance of predictive metrics and proactive financial planning, with a strong focus on leading indicators to guide business strategies. Detailed exploration of operational efficiencies, particularly in sales and marketing, was discussed as a method to improve organizational impact.
CFO Dive
MAY 1, 2024
Amazon is the latest tech giant whose hefty AI spending has been rewarded by Wall Street in the current earnings season. Meta has been an exception.
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In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.
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