Mon.Jan 06, 2025

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Mastering Financial Planning for Solopreneurs: First-Time Hiring Tips

CFO Plans

Transitioning from a solopreneur to a business owner with employees is an exhilarating journey that marks a significant milestone in your entrepreneurial path. As you prepare to make your first hire, you’re not just adding a team member; you’re inviting new financial dynamics and opportunities for scalable business growth. To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embra

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Uber CFO says stock is ‘undervalued;’ proceeds with $1.5B buyback

CFO Dive

The buyback comes as the ride-hailing service aims to boost its free cash flow and refocuses on autonomous vehicles.

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Trending Sources

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

Welcome to the January 2025 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 Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port

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FASB pursues agenda refresh

CFO Dive

Narrower projects could be in store for the accounting-standard setter as some stakeholders want more guidance on hot- button issues like crypto and goodwill.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

Speaker: Claire Grosjean

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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Deloitte Singapore: boost business resilience through streamlined tax policies

Future CFO

Singapores fiscal policy is in need to evolve to support businesses in an increasingly complex global economy, according to Deloitte Singapore , highlighting how policies that provide clarity and flexibility could help companies stay resilient and responsive to change. In its key recommendations for Budget 2025, which zeroes in on enhancing business resilience, adapting to global tax reforms, advancing research and development (R&D), and promoting sustainability, Deloitte says easing restric

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1060: Reaching Unicorn Status Through Innovation | Emma Seymour, CFO, Deputy

CFO Thought Leader

When Emma Seymour arrived at Deputy in early 2022, she became focused on strengthening the companys financial foundation. In the three years since, Deputy has achieved a historic milestonereaching unicorn status through strategic partnerships with major customers who not only become clients but also invest capital, thereby opening new distribution channels and co-creating additional value.

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Microsoft plans to pour $80B into cloud data centers

CFO Dive

The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President Brad Smith said Friday.

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RBI consolidates instructions on credit information of customers

CFO News

The RBI has issued a master direction consolidating instructions for banks and financial institutions on credit information reporting. Credit Information Companies must alert customers when their Credit Information Report is accessed. Credit Institutions must inform customers of reasons for data correction requests rejection. Complainants are entitled to compensation if complaints are unresolved within thirty days.

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How Much Do Part-Time CFO Services Cost In 2025?

Driven Insights

We'll reveal how much part-time CFO services cost. And, yes, we'll use real dollar signs. You'll also learn what part-time CFOs actually do.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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FM Sitharaman holds pre-budget consultation with representatives of trade unions

CFO News

Budget 2025: Finance Minister Nirmala Sitharaman chaired the eighth Pre-Budget Consultation meeting with trade unions for the Union Budget 2025-26. The session aimed to understand the trade unions' perspectives and gather inputs for effective policy shaping. The budget, to be presented on February 1, 2025, will address economic challenges and promote growth.

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Your Business Isn't Just a Job – It's an Asset: Breaking Free from Owner Dependency

Focus CFO

As a business owner, you've poured your heart, soul, and countless hours into building your company. But here's a hard truth: if your business can't run without you, you don't own a business you own a demanding job that owns you.

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Big 4 in India outshine MNC parents; combined revenue seen at over Rs 45,000 crore in FY25

CFO News

The Indian arms of Deloitte, PwC, EY, and KPMG showed strong revenue growth in FY24, driven by consulting and tech services, with combined revenue reaching nearly Rs 38,800 crore, and are expected to surpass Rs 45,000 crore by FY25. This growth has been fueled by high demand from mid-market clients and government services, despite slower growth due to economic uncertainties.

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FCC net neutrality rule among first to fall in Loper Bright decision’s aftermath

CFO Dive

No longer bound by deference to regulators, a Sixth Circuit panel ruled that the Biden administration cannot enforce stricter regulation policy on internet service providers.

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Forecasting Failures Are Costly: Heres How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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CarDekho eyes $1 billion revenue in next 3 years; to over-invest in AI, says CFO Neelesh Talathi

CFO News

What's CarDekho Group's revenue growth projection in the years to come? How will it leverage AI? Will it pursue more acquisitions? What's the IPO timeline? CFO Neelesh Talathi answers these questions, sharing insights on the company's plans, investments, and governance strategy.

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FCC net neutrality rule among first to fall in Loper Bright’s aftermath

CFO Dive

No longer bound by deference to regulators, a Sixth Circuit panel ruled that the Biden administration cannot enforce stricter regulation policy on internet service providers.

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Retail inflation likely to moderate to 5% in Dec from 5.5% in Nov: Bank of Baroda

CFO News

India's CPI inflation may moderate to 5% in December 2024 from 5.5% in November due to sharp declines in vegetable prices, particularly tomatoes, onions, and potatoes, driven by improved mandi arrivals. Favorable global factors and stable edible oil prices further support this trend. However, potential inflationary pressures from domestic currency depreciation need monitoring.

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Networking for Financial Leaders, Building Relationships That Matter 

CFO Talks

Networking for Financial Leaders, Building Relationships That Matter Networking isnt just about attending events or swapping business cards; its a deliberate and strategic effort to build meaningful relationships that can truly make a difference in your career and the success of your organisation. As a CFO, the ability to foster these connections can open doors to opportunities, provide access to critical insights, and even help you solve some of your toughest challenges.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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With new $650 million war chest for India, Accel eyes AI, consumer, fintech, manufacturing startups

CFO News

Accel announced that it has raised a $650 million early-stage fund to support bold founders in India and Southeast Asia. This fund focuses on sectors such as AI, consumer, fintech, and manufacturing, aiming to back category-defining startups. The company's portfolio includes Flipkart, Swiggy, and Freshworks, Accel has made significant strides in the regions growing venture capital landscape.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: A Day of Love: How Trump Inverted the Violent History of Jan. 6 : The president-elect and his allies have spent four years reinventing the Capitol attack spreading conspiracy theories and weaving a tale of martyrdom to their ultimate political gain. ( NYT ) Sharing Lessons: The Stock Market Has Been One of My Lifes Enduring Interests : Indeed, I remain convinced that the best strategy is to sit patiently with a globally diversified portfolio of index f

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Duty cut on smartphone parts to hit electronics ecosystem, trigger job loss: GTRI

CFO News

GTRI warns that reducing customs duty on smartphone parts in the forthcoming budget could harm India's growing component ecosystem, discourage investment, and increase imports. This could make local firms uncompetitive, potentially leading to job losses and undermining India's self-reliance goals in electronics production.

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Google to bring Gemini AI to TV sets running its software

CFO News

The firms Google TV platform competes with other major television operating systems, including those from Samsung Electronics Co., Amazon.com Inc. and Roku Inc.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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Mercedes-Benz India appoints Emrah Ozer as CFO

CFO News

Ozer will replace Evren Cakabey, who has taken on the role of Executive Director and CFO at Mercedes-Benz G GmbH in Austria, also effective January 1, 2025, the company stated.

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India's metal & mining industry is a bright spot when global market is struggling with stagnant commodity volumes

CFO News

Indian metal and mining companies are emerging as a bright spot in a global market that is struggling with stagnant commodity volumes, according to a report by Jefferies.

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YES Bank CFO eyes 1% return on assets with strategic focus on MSMEs and digital growth

CFO News

YES Bank CFO Niranjan Banodkar highlighted the bank's key priorities for the coming years, focusing on profitability, cost discipline, and digital transformation. He also emphasized growth in MSMEs and mid-corporates, alongside a commitment to maintaining robust asset quality.

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Trade Unions demand super-rich tax, hike in corporate tax and raising income tax exemption limit to Rs 10 lakh

CFO News

In their customary pre-budget meeting with Union Finance Minister Nirmala Sitharaman, trade union leaders suggested a super-rich tax and an increase in corporate tax to fund social security for informal workers.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?