Tue.Dec 17, 2024

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Is Your Business Eligible for an SBA Loan? Learn More Now

CSC Advisors

Securing funding to grow your business can be challenging, but Small Business Administration (SBA) loans are an excellent option for established businesses seeking favorable terms and support. SBA loans are designed to empower businesses by offering lower interest rates, extended repayment terms, and access to larger capital sums than conventional loans.

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#FASuccess Ep 416: Avoiding The Compliance Headaches When Going RIA By Choosing A ‘Supported Independence’ Corporate RIA Platform, With Fran Toler

Nerd's Eye View

Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he

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Trending Sources

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Ex-Twitter CFO named San Francisco’s incoming housing chief

CFO Dive

Ned Segal is joining the public sector roughly two years after Elon Musk acquired Twitter, now known as X, and swiftly fired the finance chief.

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Best Digital Bank Awards Ceremony and Forum 2024

Global Finance

Highlights from the 2024 Best Digital Bank Awards Ceremony and Forum Artificial Intelligence (AI) has the potential to revolutionise the financial industry, from automating processes to enhancing customer experiences, and financial institutions are approaching this transformation with careful consideration of the ethical implications and potential risks.

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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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Warehouse robot forecast lowered as retail correction persists

CFO Dive

While growing at a slower pace, global mobile robot sales are still projected to reach $5.5 billion in 2024 and rise more than 20% annually up to 2030.

More Trending

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OneStream CFO keeps eye on AI as 2025 growth driver

CFO Dive

While generative AI is likely to be a growth driver for the SaaS company, ensuring CFOs can see the technology’s “inner workings” is key, OneStream CFO Bill Koefoed said.

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M&M amazed the world by becoming the World's 11th largest automaker: Anand Mahindra

CFO News

When India started as an independent automaker, the world believed that there was very little chance of survival, says Mahindra Group Chairman Anand Mahindra on Tuesday.

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Flagstar makes 2nd CFO change this year

CFO Dive

Lee Smith, the bank’s president of mortgage, will take over as chief financial officer Dec. 27, as Craig Gifford will “reengage in personal endeavors outside of banking,” Flagstar said. Gifford joined Flagstar in April.

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New year, new financial plans: More than a quarter of Americans plan to cut back spending in 2025

Bank of the West

The BMO Real Financial Progress Index reveals that concern over the rising cost of living has many Americans planning to minimize spending in 2025 and reprioritizing their spending this upcoming… Read more The post New year, new financial plans: More than a quarter of Americans plan to cut back spending in 2025 appeared first on About BMO.

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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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FCF Valuation Monitor – Q4 2024 published

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new FCF Valuation Monitor Q4 2024. The FCF Valuation Monitor is a comprehensive valuation analysis for the German small / midcap market segment and. Read more The post FCF Valuation Monitor – Q4 2024 published appeared first on FCF Fox Corporate Finance GmbH.

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2024 Sherpa Awards

Focus CFO

Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2023 Sherpa Awards, recognizing Fractional CFOs who helped their clients navigate a successful climb up their mountain - and a successful exit!

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Dollar steady against peers as Fed rate cut looms

CFO News

The US dollar held steady as investors awaited the Federal Reserve's interest rate decision. Markets anticipated a 25-basis-point cut, with focus on future rate projections. Strong economic data suggested a potential slowdown in future cuts. Other central banks, including the Bank of Japan and Bank of England, also faced rate decisions this week.

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The evolving banking landscape: insights for CFOs in Asia

Future CFO

The banking sector in Asia is renowned for its resilience and adaptability, and it must continue to innovate to thrive. As we approach 2025, several key trends are reshaping the financial landscape, particularly affecting the dynamics between CFOs and their banking partners. Key trends influencing CFOs in Asia Asian CFOs are increasingly focused on navigating a complex environment characterised by digital transformation, regulatory changesespecially regarding data privacy and protectionsustainab

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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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Nissan, Honda confirm talks on closer collaboration but say there's been no decision on a merger

CFO News

Nissan and Honda confirmed ongoing discussions about closer collaboration, denying merger reports. Nissan's shares surged while Honda's dipped following speculation of a potential merger including Mitsubishi, to create the world's third-largest automaker. The companies are exploring joint development of electric vehicle components and autonomous driving software.

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ZeroAvia’s CFO on Hydrogen-Electric Engines & Predictive Maintenance Breakthroughs

CFO Thought Leader

Inside The Mentoring Round , CFO Georgy Egorov discusses ZeroAvias drive to pioneer zero-emission aviation by 2026, highlighting their hydrogen-electric engines as a scalable solution. He explains how AI is lowering hydrogen production costs by around 20% and improving operational efficiency. Over time, ZeroAvias technology extended beyond hydrogen-electric engines, offering versatile component parts for battery-electric aircraft, drones, and rotorcraft.

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Adani to merge Sanghi, Penna with Ambuja

CFO News

Ambuja Cements is merging its subsidiaries, Sanghi Industries and Penna Cement, to boost operational efficiency. Sanghi shareholders will receive 12 Ambuja shares for every 100 Sanghi shares. Post-merger, the Adani family's ownership in Ambuja will slightly decrease to 67%, while public shareholding will rise to 33%.

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Transcript: Tony Kim, Blackrock Active Technology

Barry Ritholtz

The transcript from this weeks, MiB: Tony Kim, Blackrock Active Technology , 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.

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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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What India needs to build a truly sustainable EV economy

CFO News

India's electric vehicle (EV) market is experiencing rapid growth, fueled by government initiatives and rising consumer demand. E-rickshaws play a key role, and the country is focusing on expanding charging infrastructure and domestic battery production.

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SEC cybersecurity enforcement outlook uncertain as Trump 2.0 looms

CFO Dive

With issues such as cryptocurrency and climate change facing the next SEC chair, it’s unclear whether rolling back cybersecurity rules will be high on the priority list.

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Global GDP to face a 19% decline by 2050 due to climate change, study projects

CFO News

Although the detrimental effects of climate change on economies have been acknowledged, quantifying its impact has proven challenging. Nonetheless, a recent study has provided a grim forecast, suggesting that climate change could slash global GDP by a substantial $38 trillion by 2050, equivalent to nearly a fifth of the worlds total GDP.

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SEC cybersecurity enforcement outlook uncertain as Trump 2.0 looms

CFO Dive

With issues such as cryptocurrency and climate change facing the next SEC chair, it’s unclear whether rolling back cybersecurity rules will be high on the priority list.

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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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Qualizeal appoints Satish Sureddi as CFO

CFO News

QualiZeal Inc. has appointed Satish Sureddi as CFO. With 23+ years of experience in finance and strategy, he previously held senior roles at Qualcomm, Virtusa, Wipro, and Gati Intellects.

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Enforcement Directorate recovers Rs 22,280 crore in assets from major economic offenders, including Vijay Mallya and Nirav Modi: Finance Minister

CFO News

Sitharaman assured the Lok Sabha that the government is relentlessly pursuing economic offenders, ensuring that all recovered funds, including from major frauds, are returned to banks and rightful owners.

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DPIIT signs MoU with HDFC Bank to strengthen startup ecosystem and foster innovation

CFO News

Startups will also have access to HDFC Bank's vast network and resources thus enabling them to scale up their operations, attract investments, and establish their market presence far more effectively.

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RBI lifts restrictions on two Edelweiss Group cos

CFO News

The Reserve Bank of India (RBI) lifted business restrictions on Edelweiss Group's NBFCs, ECL Finance and Edelweiss ARC. The RBI had imposed these restrictions in May due to alleged "evergreening of stressed assets" involving structured transactions and connected AIFs. The RBI expressed satisfaction with the remedial measures taken by both companies to address the concerns.

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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.