CFO Dive

APRIL 11, 2024

When it comes to bringing AI into tax, it remains a bit of a “wait and see” for finance chiefs, said insightsoftware’s Josh Schauer.

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Finance 287

Barry Ritholtz

APRIL 11, 2024

Confused about where we are today? A favorite exercise is to go back to first principles to consider how we got to where we are. (That is a favorite way to find fresh insights). On the equity side, you have to go back a century or so. Equities were considered speculative endeavors, best suited for gamblers and punters. The exceptions? A handful of “Widows & Orphan” stocks, like Ma Bell, some railroads, utilities and the rare bank that was not suffering regular runs.

Benchmarking 140

Benchmarking Marketing Investments Securities 140

CFO Dive

APRIL 11, 2024

The majority of Vikram Luthar’s pay package for last year came from $3.4 million in stock awards, according to Archer Daniels Midland’s proxy filing.

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CFO News

APRIL 11, 2024

Global consultancy firm Mckinsey has identified three areas where the Gen AI can have an impact on finance functions. First is automation, second is augmentation and third is acceleration.

Finance 59

Finance 59

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.

Leverage

CFO Dive

APRIL 11, 2024

Docyt is among the software vendors racing to capitalize on recent advancements in AI. Many of them are zeroing in on the corporate finance market.

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Corporate Finance Accounting Finance Marketing 274

CFO Dive

APRIL 11, 2024

A lack of standardized definitions, metrics and transition finance instruments endorsed by international organizations threatens broader adoption, the CFA Institute said.

Finance 271

Finance 271

Bank of the West

APRIL 11, 2024

Darrel Hackett, President & CEO, BMO Financial Group was recognized this week on Savoy Magazine’s list of the 2024 Most Influential Executives in Corporate America. The list showcases a dynamic… Read more The post Darrel Hackett recognized on list of Most Influential Executives in Corporate America appeared first on About BMO.

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Future CFO

APRIL 11, 2024

Chris Ortega , CEO, Fresh FP&A and Pras Chatterjee , Senior Director Product Marketing, Planning & Analysis at SAP discuss the impact of generative artificial intelligence on Financial Planning and Analysis (FP&A). In this video, they delve into how this technology is revolutionising finance teams , empowering them to generate actionable insights , improve strategic decision-making , and elevate their roles from traditional reporting to strategic advising.

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Financial Planning and Analysis (FP&A) Finance SAP Planning 52

CFO News

APRIL 11, 2024

India is reviewing its trade pact with Asean to address anomalies like the inverted duty structure disadvantaging local manufacturers. Measures such as production-linked incentive schemes, import tariffs, and import monitoring are in place to tackle the trade deficit.

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Manufacturing 52

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.

Finance

CFO Share

APRIL 11, 2024

Busy small business owners unable to keep up with their books often consider outsourced CFO services as a cost-effective solution. But many fear remote bookkeeping exposes them to security risks – hackers, fraudsters, and embezzlement – especially if the virtual bookkeeping solutions use employees in foreign countries. Bookkeeping security risks are always a valid concern, especially since internal staff perpetrate 57% of small business fraud.

Securities 52

Securities CFO Invoicing Education 52

CFO News

APRIL 11, 2024

Rising oil prices pose inflation risks for India, with a $10/barrel hike potentially increasing consumer prices by 0.2-1.4%. Asian economies, especially net importers of crude, are sensitive to CPI and could face challenges.

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Accountancy Today

APRIL 11, 2024

Moore Kingston Smith Corporate Finance has advised Roycian on the £7m Management Buyout (MBO) of McAndrew Martin, an award-winning, independent multi-disciplinary design firm with projects in the UK, and a rapidly growing presence in international markets. Established in 2014 with headquarters in Chandlers Ford, Hampshire, Roycian is a private equity firm specialising in the UK lower mid-market.

Corporate Finance 52

Corporate Finance Finance Securities Investments 52

CFO News

APRIL 11, 2024

Uday Kotak has warned of global economic turbulence as US inflation may delay rate cuts, keeping interest rates elevated. Kotak predicts US rate cuts postponed until closer to US elections while the rates will remain elevated in global economies including in India. Fed officials see key interest rate peaking, aiming to ease policy gradually. US inflation surges, dampening rate cut expectations.

Economics 40

Economics 40

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.

Financial Data

CFO Thought Leader

APRIL 11, 2024

Inside The Mentoring Round, Calendly CFO John McCauley advises startups to prioritize building their product and achieving market fit before heavily investing in a finance organization. He believes that early-stage startups should focus on creating and selling their product, as this is more crucial to their immediate success. He expresses a preference for entering companies where the finance organization lacks maturity, providing him the opportunity to develop and mature the finance function fro

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CFO Prioritization Leadership Startups 40

CFO News

APRIL 11, 2024

Bank of Tokyo-Mitsubishi UFJ (MUFG) is set to buy a 20% stake in HDB Financial Services, a non-banking subsidiary of HDFC Bank, at a valuation of $9-10 billion. The decision is expected to take place next week at the HDFC Bank board meeting. The deal is expected to be among the largest deals in the shadow banking space in India. HDFC Bank owns 95% of the shadow bank, while employees own 5% as ESOPs.

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Banking Valuation 40

CFO News

APRIL 11, 2024

While Vedanta has said that it aims to value the assets of its demerged entities by their book values, CreditSights believes that it is a relatively straightforward approach as book values are captured at a point in time, "carrying values could be outdated, and may not accurately reflect future profitability and cash flow generation of the business"

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CFO News

APRIL 11, 2024

On Tuesday, private forecaster Skymet predicted a normal monsoon for the year, lifting optimism for farm output and rural demand, crucial for sustained revival of the FMCG sector. Last year saw irregular monsoons with either below normal or erratic rains. India's villages contribute nearly 40% of annual FMCG sales.

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Forecasting Sales 40

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.

Forecasting

CFO News

APRIL 11, 2024

Lenders have asked the RBI to permit the compulsory portion of funds set aside for the maintenance of the Cash Reserve Ratio (CRR) to be made eligible as High Quality Liquid Assets (HQLA) for the purpose of computing Liquidity Coverage Ratio (LCR), sources aware of the developments told ET.

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Banking 40

CFO News

APRIL 11, 2024

"We should consider establishing a fund to support new-age manufacturing, similar to the Innovation Fund that the government has already announced. This will play a crucial role in scaling up capacity and capability to create larger large-scale Indian manufacturing businesses," said Confederation of Indian Industry (CII) president R Dinesh.

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Manufacturing 40