Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 89

Technology Compliance Securities Planning 89

CFO Dive

AUGUST 28, 2024

The AI server maker delayed its 10-K as experts partly blame a recent spike in tardy annual reports on the accounting talent shortage and increased regulation.

Accounting 300

Accounting 300

Musings on Markets

AUGUST 28, 2024

It seems like a lifetime has passed since artificial intelligence (AI) became the market's biggest mover, but Open AI introduced the world to ChatGPT on November 30, 2022. While ChatGPT itself represented a low-tech variation of AI, it opened the door to AI not only as a business driver, but one that had the potential to change the way we work and live.

Valuation 114

Valuation Construction Investments Numbers 114

CFO Dive

AUGUST 28, 2024

Austal understated an accounting metric known as “estimate at completion” for the construction of Littoral Combat Ships, according to SEC allegations.

Accounting 274

Accounting Construction 274

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

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans. Which wasn't necessarily a big issue back when most clients hired advisors after they had already retired and were able to roll over their employer plans into an IRA managed by the advisor; but as advisors have increasingly taken on working-age clients (and t

Technology 80

Technology Compliance Securities Planning 80

CFO Talks

AUGUST 28, 2024

Navigating South Africa’s Reporting Maze: What Every CFO Needs to Know Navigating the complex landscape of regulatory reporting in South Africa can be daunting, especially for CFOs who bear the responsibility of ensuring compliance while also driving strategic financial decisions. The requirements are not just a matter of ticking boxes; they have significant implications for the transparency, credibility, and sustainability of an organisation.

CFO 83

CFO Auditing Compliance IFRS 83

Barry Ritholtz

AUGUST 28, 2024

Why Fees Really Matter with Eric Balchunas , Bloomberg Intelligence (Nov 8, 2023) Fees matter more than you think. Over the long term, the difference between a few basis points can turn into real, big money. On this episode, Bloomberg Intelligence ETF analyst Eric Balchunas joins us to discuss how fees can significantly impact your portfolio. ~~~ About this week’s guest: Eric Balchunas is been an ETF Analyst for Bloomberg Intelligence.

Investments 67

Investments Numbers Advertising 67

Future CFO

AUGUST 28, 2024

Jeanne Boillet , EY Global Accounts Committee Assurance Lead, weighs in with her experience as an auditor, on GenAI, cybersecurity, climate risk and data. First published on Youtube. The post Assessment on AI from an auditor appeared first on FutureCFO.

Accounting 59

Accounting 59

Bank of the West

AUGUST 28, 2024

Since the 1920s, Chicago’s historic Bronzeville neighborhood has been a hub of Black culture and commerce. Today, revitalization efforts are creating opportunities for entrepreneurs and championing economic growth. Renowned for… Read more The post Revitalizing Bronzeville: growing resilient Black small businesses appeared first on About BMO.

Economics 59

Economics 59

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

AUGUST 28, 2024

While most CFOs climb the ranks through finance-related roles, Matt Steinfort’s path ended up taking quite a significant detour—which saw him leading a company as CEO before unexpectedly stepping into its CFO role. Steinfort’s transition from CEO to CFO occurred when he was approached by Dan Caruso, a longtime mentor and successful entrepreneur.

CFO 52

CFO Leadership Leverage Finance 52

Focus CFO

AUGUST 28, 2024

At FocusCFO, we are big believers in the EOS (Entrepreneurial Operating System) and have seen firsthand how it can transform businesses. Our fractional CFO services are designed to work hand-in-hand with EOS, helping clients identify and track the right metrics to drive growth and success.

CFO 52

CFO 52

CFO Selections

AUGUST 28, 2024

Executive Summary: Changes happen. Sometimes they come quickly and abundantly. Business executives rely on their Finance Teams to be in front of changes, especially when the impact is big. By proactively preparing for GAAP changes, CFOs can position their business for success. Staying informed, collaborating with experts, assessing the impact, and effectively implementing changing standards are essential to maintaining a smooth-running business operation.

Accounting 52

Accounting GAAP Compliance CFO 52

CFO News

AUGUST 28, 2024

This evolution has been accelerated by the COVID-19 pandemic, which highlighted the growing need for CFOs to take on broader strategic and operational responsibilities.

Finance 45

Finance CFO 45

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

AUGUST 28, 2024

Finance Minister Nirmala Sitharaman remarked that states are cautious about implementing GST rate cuts, aiming to protect revenue without imposing additional burdens on people. Discussions on revising GST rates are expected to begin in the GST Council's meeting on September 9.

Finance 40

Finance 40

CFO News

AUGUST 28, 2024

The investigation centres on trades conducted by Saluja last year on September 21 and 22, days before the Burman family's open offer for Religare Enterprises was announced on September 25, 2023.

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40

CFO News

AUGUST 28, 2024

With a wealth of Rs 11.6 lakh crore, Gautam Adani (62) and family replaced Mukesh Ambani and clinched the no.1 spot in the 2024 Hurun India rich list. The report says India minted a new billionaire every 5 days last year.

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CFO News

AUGUST 28, 2024

Zomato's quick commerce platform, Blinkit, is expanding into smaller cities while continuing its focus on large metropolitan areas. Quick commerce platform’s growth in FY24 was primarily on account of addition of dark stores and products, Zomato chairman said.

CFO 40

CFO Accounting 40

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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

AUGUST 28, 2024

The National Financial Reporting Authority and the Institute of Chartered Accountants of India are at odds over proposed changes to domestic audit standards. ICAI fears the changes could concentrate audit work among large firms, impacting smaller practitioners. Meanwhile, other regulatory bodies have backed the new norms aimed at preventing corporate frauds.

Auditing 40

Auditing Concentration Planning Financial Reporting 40

CFO News

AUGUST 28, 2024

State Bank of India chairman Challa Sreenivasulu Setty, appointed for three years, urges employees to elevate the bank into the most valued financial institution. He succeeds Dinesh Khara and aims to reinforce SBI's status as the 'Banker to Every Indian' and achieve service excellence. Under Setty's leadership, SBI aims for new milestones and strategic growth.

Leadership 40

Leadership Banking 40

CFO News

AUGUST 28, 2024

Reliance Retail awarded ESOPs to director V Subramaniam, chief executive for grocery retail Damodar Mall, president and chief executive of fashion and lifestyle business Akhilesh Prasad, president and chief business officer of electronics retail Kaushal Nevrekar, group chief business operations Ashwin Khasgiwala and chief executive of fashion ecommerce platform Ajio Vineeth Nair.

Retail 40

Retail Leadership eCommerce 40

CFO News

AUGUST 28, 2024

Reliance Industries' Annual General Meeting, scheduled for August 29, is highly anticipated. Investors are keen on updates regarding IPOs for Jio and retail businesses, along with announcements on the new energy sector. Key focus areas include earnings growth, operational efficiencies, and financial strategies that mark a significant transition phase for the conglomerate.

Retail 40

Retail 40

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

AUGUST 28, 2024

HBD Financial Services, under CFO Jaykumar Shah, is preparing for an IPO before September 2025. The HDFC Bank owned company focuses on sustainable growth and balanced profitability to attract investors.

CFO 40

CFO Banking 40

CFO News

AUGUST 28, 2024

The company does not see a big impact on its overall business from the Bangladesh operations.

CFO 40

CFO 40