Trending Articles

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The problem that made ‘zero-based budgeting’ unachievable just got solved

CFO Dive

Accounting for every dollar was largely just an elusive aspiration in finance circles — until artificial intelligence arrived, writes Globality’s Seth Catalli.

Budgeting 192
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Navigator Business Solutions Achieves GROW with SAP Designation

Navigator SAP

As seen in, PR Newswire , Navigator Business Solutions is proud to announce its ongoing partnership with SAP and its achievement of the Grow with SAP program designation. Read the official press release here.

SAP 147
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AI-driven cash flow management startup gets $15M boost

CFO Dive

Panax is among companies that say they’re seeing high demand for finance automation tools as businesses try to navigate an uncertain economic environment.

Startups 260
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Automate Financial Processes Quickly by Rediscovering SAP ERP

Navigator SAP

As a business grows, the need for financial automation becomes clear. However, emerging companies also usually have the least amount of time for setting up backend systems that enable this financial automation. That’s where SAP’s powerful but reimagined ERP solution comes into the conversation, SAP S/4HANA Cloud Public Edition. Startups and growing businesses often are exhilarating places to work, but they aren’t where you go for more free time.

SAP 187
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Your Guide to Creating a Travel Policy

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.

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Are Your Compliance Processes Keeping Up with Evolving Audit Requirements?

Bramasol

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. For any public company, the goal of successfully complying with periodic financial reviews by external auditors cannot be overstated. While passing each audit is a critically important milestone, companies also should understand that it is only one aspect of ensuring their financial transparency and integrity.

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5 Questions Using Risk Assessment Data That Help Advisors Understand Clients’ True Concerns About Risk

Nerd's Eye View

Measuring a client's tolerance for risk is an essential (and required!) step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. Over the years, 2 types of measurement tools have emerged as the standards for assessing risk tolerance: 1) psychometric tests, which feature a series of questions (such as, "What amount of risk do you feel you have taken with

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Fed likely to hold rates high before cutting twice in Q4: Conference Board

CFO Dive

Central bank officials this week have signaled that strength in hiring and economic growth may prompt the Fed to keep interest rates high longer than previously expected.

Economics 248
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MiB: Jim O’Shaughnessy, O’Shaughnessy Ventures

Barry Ritholtz

This week, we speak with Jim O’Shaughnessy, founder and CEO of O’Shaughnessy Ventures. He is also chairman of the board at Stability AI. He is the host of the Infinite Loops podcast and the author of How to Retire Rich , Invest Like the Best , and Predicting the Markets of Tomorrow. We discuss how the book What Works on Wall Street set the tone for his entire career as a quant.

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Will EU's stringent ESG regulations impact Indian companies?

CFO News

Indian firms that proactively embrace ESG principles and align with EU standards can gain a competitive edge in accessing EU markets and attracting investment that prioritizes sustainability.

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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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.

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Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 bill

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BMO Virtual Connect recognized for digital transformation and operational excellence

Bank of the West

Our customer contact centre, BMO Virtual Connect, has gained global recognition for its commitment to innovation and customer satisfaction. Most recently, we won the Business Transformation & Operational Excellence Award… Read more The post BMO Virtual Connect recognized for digital transformation and operational excellence appeared first on About BMO.

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Inventory Management Guide for 2024

The Finance Weekly

What could happen if a business does not have proper inventory management? Without proper inventory management, a business might frequently run out of popular products. This leads to stockouts, where customer demand cannot be met. As a result, customers may turn to competitors to fulfill their needs, causing the business to lose sales and potentially long-term customers.

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US corporate finance leaders tighten belts amid geopolitical uncertainty: Survey

CFO News

The survey of more than 2,000 senior finance leaders nationwide revealed the top two priorities are cutting costs within the finance function and across the entire business.

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How to Build the Ideal HR Team

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.

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ION-owned LIST completes third and final phase of migrating clients onto Euronext’s Optiq trading platform

Reval

Milan, Italy, 26 March 2024: LIST, an ION company, announces that the third. The post ION-owned LIST completes third and final phase of migrating clients onto Euronext’s Optiq trading platform appeared first on ION.

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FASB crafts workarounds to proposed expense rule’s pain points

CFO Dive

On the heels of new crypto accounting rules, the FASB’s proposed expense standards also represent a big change for many public company report preparers.

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#FA Success Ep 385: Unblocking Clients That Won’t Implement With A Journey Of Financial Health, With Danielle Howard

Nerd's Eye View

Welcome everyone! Welcome to the 385th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. What's unique about Danielle, though, is how she has created a process she calls "Financial Fingerprints To Footprints ", where she helps clients who are struggling to implem

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CFO: Balancing Learning and Contribution

Future CFO

The role of chief financial officers undeniably involves a balancing act between learning and contribution for the benefit of the organisation as a whole. James Stark , consultant at Egon Zehnder , and Howard Ungerleider , CFO of Dow , discuss the biggest growth opportunities that lie on the CFO role. The post CFO: Balancing Learning and Contribution appeared first on FutureCFO.

CFO 52
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Planning Your Restaurant's Path to Profitability

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.

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How inheritance tax may impact the Indian economy, if implemented

CFO News

Critics argue that while such taxes exist in several advanced economies, they contribute minimally to overall tax revenues making them inefficient and cumbersome to administer.

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Strengthening Customer Loyalty Through Client-Centric Treasury Management Practices

FISPAN

Nacha’s Smarter Faster Payments 2024 conference took place in Miami, Florida from May 6-9. During the conference, FISPAN’s founder and CEO, Lisa Shields, spoke on a panel alongside Bo Tavárez, TMO at City National Bank , Rosetta Rayojan, Product Lead at City National Bank, and Shannon Pagnucco, Controller at Nederlander Organization - a valued CNB client.

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Inflation to slow, settling close to Fed target in 2025: Wolters Kluwer

CFO Dive

The forecast that price pressures will fall aligns with a 13% decline this month in sentiment among consumers, who fuel roughly 70% of economic growth.

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Benefits of DSOs and MSOs consolidating technology vendors

E78 Partners

For dental service organizations (DSOs) and management service organizations (MSOs), achieving operational efficiency and ensuring seamless integration of services are critical priorities. One area where significant efficiency gains can be realized is in IT operations, specifically through consolidating IT vendors and establishing a common technology stack.

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How Automation is Driving Efficiency Through the Last Mile of Reporting

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

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999: A Bias for Action | Jason Godley, CFO, Xactly

CFO Thought Leader

On a remote Wyoming cattle ranch, young Jason Godley faced a dire situation: The baler attached to his tractor had suddenly caught fire. Alone, with no immediate help and devoid of modern conveniences like a cell phones 12-year-old Godley had to think quickly and act decisively. His decision to drive to a neighbor’s house to use their hose led not only to extinguishing the fire but also to preserving the surrounding fields.

CFO 52
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India's retail inflation eases to 4.83% in April

CFO News

India's retail inflation for April 2024 witnessed a marginal decline, staying within the Reserve Bank of India's (RBI) target range for the eighth consecutive month. However, rising food prices continue to pose a challenge, particularly for rural households.

Retail 59
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FutureCFO C-Suite survey: Building the case for S2P digitalization

Future CFO

Businesses are on a high-speed chase to win over customers and hearts and wallet share. The very simple action of “purchase” is so desired and critical, but often overlooked. Fintech and digital payments are removing as much friction in a transaction as possible to drive consumer convenience to purchase. In business conduct, procurement is more complicated, but similarly needs digitalization across the value chain to transform the business impact.

Finance 52
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PCAOB adopts updated ‘foundational’ rules requiring faster audit filing

CFO Dive

The U.S. audit watchdog updated standards created two decades ago and aligned regulation with changes in technology.

Auditing 236
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Accounting Software and ERP Readiness Guide

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.