CFO Dive

JULY 29, 2024

Finance leaders’ agility is facing a fresh test as they consider potential impacts of the recent shakeup in the U.S. presidential election.

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Finance 255

Global Finance

JULY 29, 2024

The Nordic financial sector is witnessing unprecedented bank-sector consolidation and fintech partnership-building activity. The surge in collaborative deals between traditional banks and fintech disrupters is helping finance houses develop deeper competence in next-generation digital and artificial intelligence offerings across core areas such as risk management, data analytics, robo-advisors, portfolio management, and fraud detection and prevention.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Finance Banking Risk Management 105

CFO Dive

JULY 29, 2024

The former finance chief is required to pay $1.5 million as restitution to his former employer, the NJ AG’s office said.

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CFO Finance 240

Global Finance

JULY 29, 2024

CFOs are struggling to hire people with the right balance of quantitative and strategic skills in today’s increasingly tech-centric corporate environment. Adnan Bokhari knows how to balance a ledger. He’s a practicing CPA who was named CFO of JA Worldwide, a global nonprofit youth organization, about a year ago. His wife is also a CFO and a CPA. But their three kids?

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CFO Accounting Principles Finance Corporate Finance 105

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

JULY 29, 2024

Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an "on demand" basis. And while individual advisors running solo firms are often able to intuitively sense when they're delivering their best, as they grow and scale their firms, that same advisor eventually goes from individually 'owning' every client relationship to sharing the workload with first

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Communication Prioritization Healthcare Planning 90

CFO News

JULY 29, 2024

Former ICAI President highlights the disparity in remuneration between Big 4 and smaller audit firms, linking higher pay to better quality and to an extent mandated appointments as well and stressing the need for fair audit fees and greater awareness.

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Auditing Technology 75

Bank of the West

JULY 29, 2024

Artificial Intelligence (AI) has had many breakthroughs in the past few years, and more and more households are beginning to incorporate it in their daily routines. The BMO Real Financial… Read more The post Artificial Intelligence has taken the world by storm. Here’s how Americans are using it to help with their finances appeared first on About BMO.

Finance 69

Finance 69

Global Finance

JULY 29, 2024

Nonbanks have eaten into traditional banks’ marketplace. Can the older banks retake lost ground by simply becoming more agile? Once upon a time, banking was simple: Take deposits, use depositors’ money to make loans, and transfer payments between clients and earn a commission. All three pillars are now under assault. Longer-term savings have migrated to wealth managers who promise much better returns over time.

Banking 59

Banking Profit and Loss Financial Systems Technology 59

Future CFO

JULY 29, 2024

According to the Association of Chartered Certified Accountants, granted that it is estimated between 15–20% of the population are neurodivergent, organisations have a moral responsibility to include and support neurodivergent individuals to create workplace environments where everyone’s challenges are supported and strengths are celebrated , and where neurodivergent individuals can thrive.

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Accounting Problem Solving Leadership CFO 52

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

Global Finance

JULY 29, 2024

Oil-producing African countries, operating under the aegis of the African Petroleum Producers Organization (APPO), have set up an African Energy Bank (AEB) with an initial capitalization of $5 billion to help fund African energy projects that face declining investments. However, the new institution faces a tough challenge as it adjusts to the changing global oil and gas market.

Banking 52

Banking Investments Economics Finance 52

KG Virtual CFO

JULY 29, 2024

Photo by Brad Neathery on Unsplash Efficient time management is often the secret sauce behind the success of small businesses. Navigating the complexities of day-to-day operations can be overwhelming, making it essential to manage your time wisely. Recently, more and more business owners are turning to time tracking apps to enhance productivity and maintain organization.

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Invoicing Accounting Planning Marketing 52

Global Finance

JULY 29, 2024

The region’s transformation has turned the six GCC states into attractive destinations for international financial institutions and FDI. Amid a global landscape characterized by sluggish growth, soaring interest rates, and inflationary pressures, the six Gulf Cooperation Council states stand out for their resilience. Growth across Saudi Arabia, the United Arab Emirates, Qatar, Kuwait, Oman, and Bahrain is expected to reach 3.7% this year, soundly outpacing the 2.9% global average, according to c

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Investments Finance Leverage Banking 52

The Charity CFO

JULY 29, 2024

The effectiveness of a nonprofit’s finance committee can be a major factor in an organization’s success. An effective, engaged committee helps the organization proactively and effectively manage its finances to advance its mission. An ineffective committee, however, can hold your organization back and could even lead to poor financial health. Are you worried your finance committee isn’t as effective as it should be?

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Finance Nonprofit Communication Budgeting 52

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

Global Finance

JULY 29, 2024

Financial growth, a coming generational wealth transfer, and an influx of high-net-worth individuals is solidifying the region’s appeal as a fortune hub. Already one of the wealthiest regions in the world, the Gulf Cooperation Council states are solidifying their status as a hub for global fortunes. According to Boston Consulting Group, the region’s financial wealth is expected to grow by 4.7% annually by 2027, reaching $3.5 trillion, up from $2.8 trillion in 2022.

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Investments Banking Finance Forecasting 52

Cube Software

JULY 29, 2024

Making an impact: Crucial skills for strategic finance leaders FP&A professionals are experiencing a major shift in their roles. In the past, FP&A teams were primarily responsible for budgeting, forecasting, and analyzing variances. But now, they're expected to play a key role in strategic finance, driving long-term financial health and supporting big decisions.

Budgeting 52

Budgeting Forecasting Finance Strategic Planning 52

Commercial Credit Group

JULY 29, 2024

Commercial drivers are required by the Federal Motor Carriers Safety Administration (FMCSA) to comply with strict vehicle inspection protocols to ensure your safety and the safety of others. A Driver Vehicle Inspection Report (DVIR), which includes both pre and post-trip inspections conducted by drivers, is required for all over-the-road (OTR) truckers.

Compliance 52

Compliance Construction Transportation 52

Beacon CFO Plus

JULY 29, 2024

This content is password protected. To view it please enter your password below: Password: The post Protected: What Is the Right Time to Hire a CFO? appeared first on BeaconCFO Plus.

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CFO 52

Advertisement

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

JULY 29, 2024

The final DPDP Act rules “will stay within the walls of the law as passed by the Parliament”, the official said. The person added that the government wants to ensure that the Act provides a robust mechanism for citizens to safeguard their privacy without becoming a place for "frivolous" complaints. "Good set of responsibilities will be imposed on how a person makes a complaint," the official said.

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Beacon CFO Plus

JULY 29, 2024

This content is password protected. To view it please enter your password below: Password: The post Protected: A Guide to Integrating a Fractional CFO Into Your Team appeared first on BeaconCFO Plus.

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CFO 52

CFO News

JULY 29, 2024

Reliance, which operates pumps in a joint venture with UK's BP, retailed 73% more diesel last quarter, while Nayara recorded a 13.5% increase, according to industry data. The robust performance expanded RIL-BP's market share to 4.24% from 2.48% a year ago. Nayara's share grew to 5.35% from 4.79%. The combined share of state-run refiners-Indian Oil, Hindustan Petroleum and Bharat Petroleum-eroded to 90.3% from 92.7% in the quarter as their sales fell 1%.

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Barry Ritholtz

JULY 29, 2024

The transcript from this week’s, MiB: Natalie Wolfson, Orion CEO , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:08 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio.

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Investments Communication Benchmarking Technology 58

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

JULY 29, 2024

In absolute terms, the debt, however, will rise to Rs 185.27 lakh crore (budget estimate) in FY25 from Rs 171.78 lakh crore last fiscal, Chaudhary said in a written reply in the Lok Sabha. The data include the Centre's external debt valued at the current exchange rate and other liabilities.

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Global Finance

JULY 29, 2024

The NYSE-listed Weave connects patients and providers for appointments, forms, payments, and feedback with a SaaS platform for small- and medium-sized healthcare businesses in the US and Canada. Taylor has been Weave’s CFO since 2016, bringing nearly two decades of experience to the role. Global Finance: You have served at various companies. How much of a CFO’s role is company-specific?

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CFO Strategic Planning Finance Healthcare 52

CFO News

JULY 29, 2024

Direct E-commerce, or brands selling directly to consumers through their digital platforms, has risen to ten to 15 per cent of India’s online retail market of USD 70 to 75 billion now, from two to three five years ago, according to data. Why are these brands focussing on their own channels for sales and cutting reliance on marketplaces?

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Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? Another year, another bumper crop of profits. Banks in the six-member Gulf Cooperation Council (GCC) are set to reap further gains as higher oil prices, increased public-sector spending, and red-hot real estate markets combine to generate a heady lending environment. In the first quarter of this year, the combined profits of 57 listed banks jumped 10.5% to $14.4 billion compared to the same period in 2023, Kuwait-headquarte

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Mergers and Acquisitions (M&A) Banking Profit and Loss Foreign Exchange 59

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