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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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

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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.

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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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Smart Tech + Human Expertise = How to Modernize Manufacturing Without Losing Control

Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri

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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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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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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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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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The AI Race Isn’t Just About Tech Superiority – Its the Supply Chain, Stupid!

The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.

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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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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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2025 Global Finance Leaders Survey

79% of finance leaders we surveyed say they play a multifaceted role—ensuring financial stability, managing risk, and enabling transformation. In our 2025 Global Finance Leaders Survey, 751 global leaders shared their biggest challenges, top priorities, and outlook for the year ahead. Here’s what you’ll learn in the survey report: An in-depth look at different leadership approaches and what they mean for finance leaders Top challenges facing finance leaders, from data reliability to talent manag

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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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Conquering Tail Spend in 2025: New AI-Powered Tools and Strategies for Success

Tail spend — often unmanaged, fragmented and costly — can account for as much as 80% of total transaction volume. Without the right strategy, enterprises face hidden risks and unnecessary spend. It’s time to shift from fragmented, ad hoc purchasing to a strategic, technology-driven approach. Download this GEP-sponsored Everest Group research for insights on how your competitors are upping their tail spend management game.