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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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

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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 172
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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

Speaker: Frank Taliano

Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.

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CFOs look into slowing pay increase again in 2025

Future CFO

Chief financial officers are looking into smaller pay increases for employees in 2025, the third consecutive year, according to a survey by Gartner, Inc. The survey, which polled 300 CFOs and finance leaders, revealed that while compensation remains a top area for budget boosts, second only to enterprisetechnologyspending, pay increases have been slowing down for three years in a row.

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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.