Wed.Jan 29, 2025

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How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigates Risks

Nerd's Eye View

As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp

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ADM picks outsider for CAO amid accounting woes

CFO Dive

Carrie Nichols will report to CFO Monish Patolawala, who took the finance reins last year after the company disclosed SEC and DOJ investigations into its accounting practices.

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Trending Sources

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Volkswagen India faced customs clearance delays over alleged tax evasion case, sources say

CFO News

The setback comes as German carmaker is trying to turnaround its sales in the world's third-largest car market with new launches and planned future investments amid growing competition from domestic players Tata Motors and Mahindra & Mahindra and foreign rivals Hyundai Motor.

Sales 74
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Victoria’s Secret taps former Joann exec for CFO seat

CFO Dive

The transition comes as the lingerie retailer is pursuing a turnaround under a new CEO following market share declines and other challenges.

CFO 175
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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigate Risks

Nerd's Eye View

As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp

More Trending

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Nonprofit Branding: How to Share Your Mission

The Charity CFO

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape. Check out the full interview with Howard here: Why Strong Branding Matters for Nonprofits Howard emphasizes that with approximately 1.6 million nonprofits in the United States

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Technology Expense Management Automation: The Power of AI in TEM

E78 Partners

Effectively managing technology expenses is more important than ever. With organizations relying heavily on IT infrastructure, cloud services, and mobility solutions, expenses can quickly spiral out of control without the proper oversight. This is where technology expense management automation comes into play. By leveraging the power of AI and automation, businesses can take control of their tech spending, reduce inefficiencies, and realize substantial cost savings.

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Members’ Profile: Dimpho Mpulubusi

CFO Talks

Members’ Profile: Dimpho Mpulubusi In this edition of our CFO Spotlight series, we are featuring Dimpho Mpulubusi. Currently Finance Manager – Revenue at the Botswana Unified Revenue Service (BURS), Dimpho is a dynamic leader whose career journey reflects a relentless pursuit of excellence in finance. With a solid foundation in accounting and a Fellow Chartered Certified Accountant (FCCA) qualification, she has built an impressive career in both the public and private sectors, earnin

CFO 52
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1067: The Power of Storytelling in Scaling Businesses | Matt Collis, CFO, PairSoft

CFO Thought Leader

For Matt Collis, CFO of PairSoft, storytelling is more than a skillits a strategic tool for aligning teams and scaling businesses. Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. Someone has to be the storyteller, Collis tells us, emphasizing how framing financial data in relatable terms helps drive organizational alignment and decision-making.

CFO 52
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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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The Role of Executive Presence in Effective Leadership 

CFO Talks

The Role of Executive Presence in Effective Leadership Have you ever noticed how some leaders naturally command attention the moment they walk into a room? They dont need to raise their voice or demand respect, it just happens. This ability is known as executive presence, and it plays a vital role in leadership success. Its not about being the most charismatic or powerful person in the room, but rather about how a leader carries themselves, communicates, and influences others.

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Top 6 Financial Modeling Software Tools for 2025

Lime Light

Responsible decision-making in the fast-paced business environment requires rigorous analysis, evaluation of previous results, and a thorough examination of current financial health.

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What is the Difference Between a CFO and a Controller?

CFO Selections

These days the same misconceptions around CFO and Controller roles that have lingered for decades appear to be just as sticky as always. Time and again we hear the misconceptions reiterated that a CFO only handles finance and a Controller is really just an accounting CFO. So, weve created this resource to set the record straight for business leaders that are looking for financial direction and dont understand which role their small or mid-market company needs or why it really matters one way or

CFO 52
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CFOs urge Nirmala Sitharaman for GST reforms, single window system, and labor law changes to boost ease of doing business

CFO News

With Budget 2025 just around the corner, CFOs across India are hoping Finance Minister Nirmala Sitharaman will introduce reforms to simplify business operations. Key changes theyre pushing for include overhauling GST processes, implementing a National Single Window System for approvals, and simplifying labor compliance. Will these steps make India an even more attractive destination for investment and growth?

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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The Daily Show: Wage Against the Machine

Barry Ritholtz

LOL Me in a suit and tie! About a decade ago, one of my Bloomberg columns helped kick off a debate about minimum wages and large, for-profit companies using the taxpayer to subsidize their payrolls. This led to much debate, including some embarrassing revelations for Wal-Mart and especially McDonald’s. Ultimately, it led to an appearance on The Daily Show, where I got to spend the better part of the day shooting a remote segment with the delightful Samantha Bee.

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India's economy faces slowing growth, volatile trade ahead of new financial year

CFO News

Prime Minister Modi aims to boost India's slowing economy by reinforcing consumption and cutting tariffs. Key indicators include slowing growth in manufacturing and investment, high food inflation, varied unemployment estimates, managing the fiscal deficit, and weak FDI inflows. The government is also focused on trade improvements and reducing the debt-to-GDP ratio.

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Fed holds main rate steady as Trump tariff threat poses inflation risk

CFO Dive

Central bank policymakers, in a unanimous decision, paused monetary easing while noting that inflation remains above their 2% target.

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Budget, RBI policy to steer India's economic growth in next 10 days: UBI

CFO News

According to the report, both the government and the RBI are expected to announce crucial steps aimed at stimulating growth in the face of a slowing economy.

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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At The Money: Jeff Hirsch on Presidential Investing Cycles

Barry Ritholtz

SPOTIFY EMBED ATM: Title At The Money: Jeff Hirsch on Presidential Investing Cycles. (January 25, 2025) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript below. ~~~ About this week’s guest: Jeffrey Hirsch is editor of the Stock Traders Almanac & Almanac Investor Newsletter.

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India's economy set to slow this year, says Moody's Analytics

CFO News

Indian Economy: Changes in fiscal and monetary policy, likely in the first half of the year, are needed if India is to achieve 6.4% growth.

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Amazon seeks 100% Acquisition of Axio; Cyril Amarchand Mangaldas advises Amazon

CFO News

Cyril Amarchand Mangaldas assisted Amazon in its proposed full acquisition of Axio, a digital lending platform. This acquisition, which awaits RBI approval, aims to enhance financial inclusion in India. Multiple CAM teams with specific expertise handled various aspects of the transaction.

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Rupee pain starts to show as India’s top airline pummeled

CFO News

The rupee's sudden slide is affecting Indian corporate earnings, prompting companies to hedge their currency exposures. This has led to increased forex losses for major firms like InterGlobe Aviation and Maruti Suzuki, with smaller companies also feeling the impact as the earnings season progresses.

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Sebi cracks down on finfluencers selling stock tips in the name of education

CFO News

Sebi has issued a draft circular to restrict finfluencers from using the latest share price data when providing educational content. The regulator also prohibits non-registered finfluencers from making claims about returns, with penalties for violations including fines or suspension of registration.

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Infy co-founder, IISc ex-director booked under SC/ST Act

CFO News

Senapathy Kris Gopalakrishnan, IISc's former director Balaram, and 16 others have been accused under the Prevention of SC/ST Atrocities Act. The case follows allegations by Durgappa, a former faculty member, who claims he faced false charges, casteist abuse, and threats leading to his dismissal in 2014.

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DeepSeek impact: India keeps vigil as privacy fears run deep

CFO News

DeepSeek AI: India had banned several Chinese apps, including TikTok and WeChat, in 2020 amid border tensions, citing espionage concerns.

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HUL bets on global health drink to add zing to premium portfolio

CFO News

Unilever's Liquid IV, a successful hydration drink, is being launched in India targeting the premium market segment. The introduction aims to cater to affluent consumers with active lifestyles. This move aligns with Hindustan Unilever's strategy to increase its premium product portfolio in the beauty and wellbeing sector.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.