CFO Dive

NOVEMBER 21, 2023

The appointment is the latest in a series of leadership changes at the company following its acquisition by private equity firm Thoma Bravo.

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Barry Ritholtz

NOVEMBER 21, 2023

My Two-for-Tuesday morning train WFH reads: • The Share of Americans Who Are Mortgage-Free Is at an All-Time High : Almost 40% of US homeowners own their homes outright as of 2022—many of them baby boomers who refinanced when rates were low. ( Businessweek ) see also Why Your Office Space Continues to Shrink : Despite more than a billion square feet of empty office space in the US, a return to roomier layouts and private offices does not seem to be in the cards. ( Bloomberg ) • Satoshi Is Black

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CFO Dive

NOVEMBER 21, 2023

With advanced access controls, workflow and reporting tools, QuickBooks is increasingly positioning itself to serve larger firms.

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CFO News

NOVEMBER 21, 2023

Lenders say large- and small-value loan customers have previously falsified data for expanding their borrowing limits. Last year, Can Fin Homes detected fake ITRs in 37 accounts at its Bhilwara branch in Rajasthan, after complaints were made.

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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

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Suzanne Powell. Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. What's unique about Suzanne, though, is how she grew to more than $100M of AUM by intentionally organizing her schedule from month to month throughout the year, cl

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The Reformed Broker

NOVEMBER 21, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Sam Altman – OpenAI turmoil. ►Buyback SURGE – “$QQQ largest weekly inflows on record this past week.” ►NVDA Earnings – “The chip maker’s earnings beat Wall Street expectations in.

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Tips Watch

NOVEMBER 21, 2023

By David Enna, Tipswatch.com The U.S. Treasury’s $15 billion offering of a reopened 10-year TIPS — CUSIP 91282CHP9 — generated a real yield to maturity of 2.180%, a bit higher than traders expected.

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CFO News

NOVEMBER 21, 2023

Gianani will succeed Vinayak Kudtarkar as CFO.

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CFO Share

NOVEMBER 21, 2023

In the world of business finance, the terms “Cost of Sales” (COS) and “Cost of Goods Sold” (COGS) are often confused. Though they may sound similar, understanding their distinct meanings is beneficial for any business owner or manager. These aren’t just accounting terms; they are fundamental concepts that shape how you view your business’s financial health and make informed decisions.

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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 Thought Leader

NOVEMBER 21, 2023

CFO Rodrigo Brumana’s career journey began with a position as a computer programmer in Brazil. He would move in his early career years to the United States, where he got his start in investment banking. Soon thereafter, he moved to Fairchild Semiconductor, where he advanced into an investor relations role. Next, Brumana delved into the realm of predictive analytics at eBay, a stint that opened the door to a succession of opportunities inside the world of e-commerce marketplaces.

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Future CFO

NOVEMBER 21, 2023

As new technology flourish in today's global business scene, there is an observed growing concern among traditional accounting and finance roles that finance leaders must address. It is observed that technology adoption may impact many traditional accounting and finance roles, including auditing and bookkeeping, potentially causing them to be phased out, as the automated processing capabilities offered by artificial intelligence , machine learning, and robotic process automation (RPA) gather pac

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CFO News

NOVEMBER 21, 2023

"Participants noted that further tightening of monetary policy would be appropriate if incoming information indicated that progress toward the Committee's inflation objective was insufficient," the minutes said.

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Future CFO

NOVEMBER 21, 2023

Top 2024 macro-credit risks include tight liquidity and funding conditions, uncertainty about China’s macroeconomic outlook and property sector, and geopolitical event risk, said Fitch Ratin gs recently. Despite recent data signalling continued disinflation in major developed economies, the continued resilience of the US consumer could yet lead to an ‘even-higher-for-even-longer’ interest rate scenario should demand data be stronger than expected and exceed central bank forecasts, the credit rat

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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

NOVEMBER 21, 2023

India's economy likely grew at 7% in Q2, higher than the Reserve Bank of India's MPC's estimate, according to ICRA. The growth is expected to moderate in Q2 from Q1, influenced by normalizing base and erratic monsoon. The firm maintains a FY2024 GDP growth estimate at 6.0%, lower than the MPC's projection of 6.5%.

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Centage

NOVEMBER 21, 2023

Having a solid grip on your cash flow forecast and reporting is one of the most important factors for any business to track. Given the current climate, paying attention to cash flow has become more vital to a business’ success than ever. For many businesses, having an accurate cash flow forecast can help to avoid potential cash flow problems, predict end of year profits (or debt), and set realistic goals for the upcoming quarters and year.

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CFO News

NOVEMBER 21, 2023

Foreign direct investment (FDI) equity inflows in India declined 7.7% to $9.5 billion in the July-September quarter of FY24, down from $10.3 billion a year ago. The total FDI inflows declined 7.8% to $15.3 billion in the second quarter of this fiscal year. Singapore and Mauritius were the top sources of FDI.

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The SaaS CFO

NOVEMBER 21, 2023

Your professional services team plays an important role in your SaaS company. Botch a customer onboarding and you may have just lost valuable ARR. Services means different things to different companies. It could be a one-hour onboarding call or a twelve-month implementation project. Either way, we must understand several key concepts to effectively manage our […] The post How to Effectively Manage Your Professional Services Team with Metrics appeared first on The SaaS CFO.

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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

NOVEMBER 21, 2023

The Enforcement Directorate (ED) on Tuesday issued showcause notices to troubled edtech startup Byju’s and its founder and group CEO Byju Raveendran over alleged violation of the provisions of the Foreign Exchange Management Act (Fema) amounting to over Rs 9,362 crore. The ED, which had initiated investigation against the startup earlier this year, has accused Think & Learn Pvt Ltd (Byju’s parent company) and its promoter of making significant foreign remittances and investments abroad that

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Future CFO

NOVEMBER 21, 2023

Business leaders in Singapore are finding it challenging to deal with the reporting and data collection for environmental, social, and governance (ESG) , a study found. The Navigating ESG Reporting Challenges Through Innovation and Collaboration research, conducted by enterprise automation software company UiPath in partnership with Eco-Business , revealed that 58% of senior decision-makers in Singapore consider data inaccuracy or poor data quality as a significant obstacle in ESG data collectio

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CFO News

NOVEMBER 21, 2023

His letter on Tuesday afternoon comes following the news that the Enforcement Directorate has found alleged forex violations to the tune of Rs 9,000 crore by the edtech giant.

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CFO Thought Leader

NOVEMBER 21, 2023

The post Closing the Gap: CFOs & A.I. Readiness | Carey O’Connor Kolaja appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

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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

NOVEMBER 21, 2023

Professional tax has to be paid to the State government by every individual earning over a specific monetary limit in certain states in India. It is only when someone earns an income in any Union Territories and some states like Delhi, Uttar Pradesh, others that they need not pay any professional tax.

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CFO Dive

NOVEMBER 21, 2023

The ex-controller pointed to long-time independent accountants Mazars USA as responsible for preparing the Trump Organization's financial statements.

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CFO News

NOVEMBER 21, 2023

Industry officials, however, said the impact of the cut down in hiring is mostly at the senior management and director levels, while companies continue to hire at the top, or the partners level. "Hiring of partners or people who bring in business is pretty aggressive. It is the middle that is suffering, also due to a fall in exits," said a partner.

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Barry Ritholtz

NOVEMBER 21, 2023

 The transcript from this week’s, MiB: Brad Gerstner, Altimeter Capital & Invest America , 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. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:07 [BARRY RITHOLTZ] This week on the podcast.

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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