Barry Ritholtz

JUNE 19, 2024

At the Money: Smart Spending vs. Not Spending (June 18, 2024) Spending Scolds will tell you that a sailboat, a sports car, or even a latte will be your financial ruin. Is this accurate? Focusing on the cost without considering whether you can afford the items and what memories they create is the wrong calculus. In today’s ATM, we discuss how to spend intelligently, within your budget, on the things that hep create lasting memories.

Budgeting 57

Budgeting Investments Numbers Accounting 57

CFO News

JUNE 19, 2024

Budget Expectations: FICCI has proposed simplifying the capital gains tax system by categorizing assets into equity instruments, debt, and other assets with specific rates for long-term and short-term gains. They have also advocated for uniform tax rates for residents and non-residents.

Budgeting 80

Budgeting Finance 80

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). And yet, looking at estate planning solely through the lens of assets on a balance sheet can make it easy to overlook the reality that people often have other, intangible assets that they wish to pass on to the next generation, such as

Planning 75

Planning 75

Future CFO

JUNE 19, 2024

Wolters Kluwer Tax & Accounting (TAA) Asia Pacific (APAC) reported a significant uptake in the adoption of BEPS Pillar Two Initiative, according to a press release. New insights from the latest Wolters Kluwer BEPS Pillar Two Readiness Index show an accelerated global adoption of the BEPS Pillar Two initiative, despite some continued challenges. The BEPS Pillar Two Readiness Index, which serves as a barometer to assess readiness among global tax jurisdictions subject to BEPS Pillar Two measur

Compliance 52

Compliance Technology Accounting Auditing 52

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Investments

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). And yet, looking at estate planning solely through the lens of assets on a balance sheet can make it easy to overlook the reality that people often have other, intangible assets that they wish to pass on to the next generation, such as

Planning 73

Planning 73

CFO Thought Leader

JUNE 19, 2024

(Nvidia) CFO Tenure: 11 yrs. CFO Appts.: 1 Career Span: 33 yrs. C-Suite: 11 yrs. CEO: Jensen Huang Made Possible By The post No.1: Colette Kress appeared first on CFO THOUGHT LEADER.

CFO 52

CFO Finance Securities 52

CFO News

JUNE 19, 2024

In an insightful interview with ETCFO Vinod Parmar, the CFO of Vayana Network, elaborated on the company’s innovative journey, business model, and future aspirations.

CFO 45

CFO 45

CFO Thought Leader

JUNE 19, 2024

(Nvidia) CFO Tenure: 11 yrs. CFO Appts.: 1 Career Span: 33 yrs. C-Suite: 11 yrs. The post No.1: Colette Kress appeared first on CFO THOUGHT LEADER.

CFO 52

CFO Finance Securities 52

CFO News

JUNE 19, 2024

The Institute of Internal Auditors (IIA) National Conference 2024 focused on 'Leveraging AI and Technology in Internal Audit,' highlighting their transformative potential in enhancing audit processes and ethical considerations.

Auditing 40

Auditing Leverage Technology 40

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

CFO News

JUNE 19, 2024

According to a report by the India Electronics and Semiconductor Association, the country’s semiconductor sector is expected to more than double to $64 billion between 2021 and 2026.

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CFO News

JUNE 19, 2024

The increased involvement of retail traders, many of whom are experiencing losses in the futures and options (F&O) market, has drawn regulatory scrutiny. A joint early warning group consisting of the Securities and Exchange Board of India (Sebi) and the Reserve Bank of India (RBI) is closely monitoring this situation.

Securities 40

Securities Retail Banking Marketing 40

CFO News

JUNE 19, 2024

The Burmans, who founded and control consumer goods conglomerate Dabur India, raised its stake in Religare to nearly 25% in September last year, triggering the so-called open offer requirement that allows them to buy more shares from public shareholders.

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CFO News

JUNE 19, 2024

A Deloitte survey shows growing confidence in India's GST among C-suite executives, with 84% perceiving it positively in 2024, up from 72% in 2023. Key reforms suggested include rationalizing tax rates, improving dispute resolution, and enhancing automation and technology. The survey also highlights the need for further simplification and support for MSMEs.

Technology 40

Technology 40

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

CFO News

JUNE 19, 2024

"If at all some relief could be given in the Budget regarding tax on the interest earnings, it will be an incentive to depositors. Eventually, the banking sector uses deposits mobilised for the capital formation in the country," Khara told PTI in an interview.

Budgeting 40

Budgeting Banking 40

CFO News

JUNE 19, 2024

As India prepares to mark the seventh anniversary of the Goods and Services Tax (GST) on July 1, 2024, a recent survey by Deloitte sheds light on the transformative journey and future aspirations for this pivotal tax reform. The report, "GST @ 7 Years," captures the sentiments and expectations of over 760 C-suite and C-1 level executives across diverse industries, revealing a robust confidence in the GST system and outlining key priorities for its next phase, GST 2.0.

Compliance 40

Compliance 40

CFO News

JUNE 19, 2024

SabPaisa, a payment solutions provider, has received final approval from RBI to function as a Payment Aggregator under the Payments and Settlement Systems Act, 2007. Pathikrit Dasgupta, the CEO, highlighted the milestone, dedication to excellence, and aspiration to emerge as a premier fintech entity in India.

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CFO News

JUNE 19, 2024

Assam government to hold regional consultations to address business community's GST notice fears. Cabinet approves SOP for aiding youth clubs in each Legislative Assembly Constituency with Rs 15 lakh fund, focusing on infrastructure development.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Reconciliations

CFO News

JUNE 19, 2024

Futures and options (F&O) trading involves contracts that derive their value from an underlying asset, such as stocks and commodities. Futures contracts obligate the buyer and seller to transact at a predetermined future date and price, while options give the holder the right, but not the obligation, to buy or sell the asset at a set price within a specific period.

Retail 40

Retail 40

CFO News

JUNE 19, 2024

The Reserve Bank of India (RBI) warned on Wednesday that the exceptionally hot summer and low reservoir levels could stress the summer crops of vegetables and fruits, potentially disrupting efforts to control inflation. Governor Shaktikanta Das highlighted that while overall inflation eased, food prices remain volatile and elevated, complicating the inflation battle.

Banking 40

Banking 40

CFO News

JUNE 19, 2024

The Insolvency and Bankruptcy Board of India (IBBI) has proposed changes in the resolution plan process to hold guarantors accountable, following the Supreme Court's ruling. Stakeholders are encouraged to review and provide feedback on the proposed amendments to streamline the valuation process for stressed firms.

Valuation 40

Valuation Accounting Planning 40

CFO News

JUNE 19, 2024

The focus on the quality of spending, sans mindless freebies, and steps to further curb inflationary pressure should continue, some of the economists told finance minister Nirmala Sitharaman at the customary pre-budget consultation, advising against reckless giveaways. Successful tackling of inflation, they said, would be the biggest pro-poor move.

Budgeting 40

Budgeting Finance 40

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

Sales

CFO News

JUNE 19, 2024

The GST Council is set to discuss various measures at its upcoming meeting on June 22 to pave the way for broader tax reforms in the new government's first full budget. These measures include considering a conditional waiver of interest or penalty on tax notices issued between 2017 and 2020, with exceptions for wilful defaulters. The budget announcement is expected in July.

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Budgeting 40

CFO News

JUNE 19, 2024

NSE CEO Ashishkumar Chauhan expressed confidence at a convocation ceremony near Ahmedabad that India's wealth could surge tenfold in the next 50 years due to its youthful population and technological advancements. He acknowledged India's current socio-economic challenges but urged young graduates to innovate and drive change.

Economics 40

Economics Technology 40

CFO News

JUNE 19, 2024

Gautam Adani highlighted India’s infrastructure evolution, noting foundations were laid from 1991-2014, leading to rapid development in the last decade under PM Modi.

Investments 40

Investments 40

CFO News

JUNE 19, 2024

The evolution of the global economic scenario and the onset and intensity of the monsoons in India, would remain a key monitorable over the near term, says ICRA.

Economics 40

Economics 40

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.

Marketing