Tue.Mar 18, 2025

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10 Biggest Ideas in “How NOT to Invest”

Barry Ritholtz

It is March 18th! Publication day is finally here! The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. It took a while of playing around with the concepts, but eventually, I hit on a structure that I found enormously useful: I organized our biggest impediments to investing success into three broad categories: Bad Ideas , Bad Numbers , and Bad Be

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Minnesota CPA pathways bills get warmer welcome amid momentum shift

CFO Dive

Minnesota lawmakers previously drew opposition to proposed rules opening alternative paths to CPA licensure. Now a rising number of states are proposing similar legislation.

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The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter

The SaaS CFO

One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.

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Data privacy fears erode consumer trust in digital services

CFO Dive

More than eight out of 10 consumers globally have abandoned an online brand over the past 12 months out of concern for their privacy.

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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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Running a Tight Ship Or Watching Your Business Sink Faster Than the Titanic 

CFO Talks

Running a Tight Ship Or Watching Your Business Sink Faster Than the Titanic Success in finance is about more than just making money. A business might be generating revenue, but does that mean its financially healthy? Can it pay its bills on time? Is it growing in a sustainable way? These are the kinds of questions financial metrics help answer. By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-te

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IndusInd Bank’s ‘2.35% hit to net worth’ claim misleading; CFO, auditors failed in oversight, says Amarjit Chopra

CFO News

If profits are overstated due to unreported losses, the entire financial picture is distorted, cant just look at the net worth, stated former ICAI President Amarjit Chopra. Chopra said that treasury operations and foreign exchange liabilities should have been thoroughly reviewed otherwise where is the need of Accounting Standards, an area where the CFO, auditors did not pay attention and the crisis landed.

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SEC alleges cannabis CFO orchestrated $4.2M ‘round-trip’ accounting scam

CFO Dive

The accounting fraud boosted the company’s year-end cash balance by more than 15%, to approximately $30.7 million, the SEC alleged.

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2024 Private Equity Report: Key Takeaways for Operating Partners and Board Members

E78 Partners

The 2024 U.S. Private Equity (PE) Middle-Market Annual Report highlights a year of recovery, strategic shifts, and emerging opportunities. For PE operating partners and board members navigating 2025s dynamic market conditions, several themes stand out. This analysis underscores critical takeaways for those leaders shaping investment strategies. Market Recovery and Deal Flow The middle-market PE space rebounded significantly in 2024 following the challenges of 2023.

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Simplify, Measure, Accelerate | Jason Lee, CFO, Faire

CFO Thought Leader

FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode During our conversation with Jason Lee, CFO of Faire, he shared lessons gleaned from his time at Squareparticularly the c

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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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#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser

Nerd's Eye View

Welcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

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Exempt farmers from GST on agri goods for crop residue mgmt: Saini

CFO News

Haryana CM Nayab Singh Saini requested GST exemption for 10 agricultural tools used in crop residue management to address stubble burning and air pollution. Saini highlighted the importance of advanced technologies and subsidies for farmers and emphasized that removing GST would encourage adoption, resulting in significant environmental benefits. The request focuses on supporting farmers and reducing pollution in Haryana.

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Your Guide to Cash Flow – How to Understand, Manage, and Protect Your Cash Flow

Focus CFO

Effective cash flow management is critical to the success of small and midsize businesses. It is also one of the biggest concerns the owners of these businesses face.

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Out-of-app monetisation from mobile gaming in Southeast Asia climbs 21%

Future CFO

Mobile gaming revenue in Southeast Asia is seeing a boom, with a US$6 billion potential, according to a report co-published by digital content platform Coda and video game market intelligence provider Niko Partners. The Gaming Growth Unlocked: Insights on Distribution, Payments, and Regulations in Asia" report found that out-of-app monetisation accounted for 38% of mobile gaming revenue in Asia in 2024, up from 21% in just two years.

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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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India's CPI inflation to average 4 pc in FY26, 75bps rate easing cycle likely: Morgan Stanley

CFO News

A Morgan Stanley report on Tuesday projected that it expects consumer price index (CPI) inflation in India to average 4 per cent in F26, which implies cumulative easing of 75bps by the RBI (compared to 50bps projected previously) in the coming months.

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Aflac’s Brad Dyslin On Japan’s Investment Shifts, Tariffs, And Insurance M&As

Global Finance

Dyslin, Global CIO and President of Global Investments, discusses managing yen exposure, the role of private investments in the insurance giants $100 billion portfolio, and big insurance M&As. Global Finance : You oversee Aflacs investment portfolio of about $100 billion, the bulk of which is in Japan, where the company has a large presence. What big changes have you seen there in recent years?

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CBDT launches portal to seek inputs on Income Tax rules, forms of Income Tax Bill 2025

CFO News

CBDT has invited feedback on the income tax rules through a recently launched e-portal. Stakeholders can submit suggestions under four categories: simplification of language, reduction of litigation, reduction of compliance burden, and identification of redundant rules. The initiative aims to streamline the tax process.

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Entod Pharmaceuticals appoints Balasubramanian K Pillai as ​​its new CFO

CFO News

ENTOD Pharmaceuticals has appointed Balasubramanian K Pillai as its new CFO. Pillai, a Chartered Accountant with over 26 years of diverse experience, aims to enhance financial strategies and drive sustainable growth. He has held key roles in various industries and regions, contributing significantly to financial planning and risk management.

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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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Air India CEO warns of 4-5 year aircraft shortage, impacting expansion plans

CFO News

Campbell Wilson Air India: Campbell Wilson cites supply chain issues at Boeing and Airbus, forcing reliance on older jets and delaying Air India's modernization and growth.

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Creativity and innovation, problem solving among top 5 hiring skills in India: Report

CFO News

India Inc. is experiencing a fundamental skills reset and top five fastest growing skills that companies are hiring for include creativity and innovation, code review, problem solving, pre-screening and strategic thinking, a new report showed on Wednesday.

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Google to pay $28 million to settle claims it favoured white and Asian employees

CFO News

The accord with Google, a unit of Alphabet, won preliminary approval last week from Judge Charles Adams of the Santa Clara County Superior Court in California.

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Will keep Reliance Capital’s key entities as most are shell companies: Hinduja

CFO News

IndusInd International Holdings has completed the Rs 9,650-crore acquisition of Reliance Capital and plans to list its insurance units within two years. The company will rebrand these units, focusing on retaining key businesses, and aims to protect jobs amidst necessary restructuring.

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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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Google to acquire cloud security co Wiz for $32bn

CFO News

Wiz will join the Google Cloud business once the deal closes. The takeover is subject to regulatory approvals and is likely to close next year. The deal, which would be Alphabets largest to date, comes after Wiz turned down a $23 billion bid from the internet search leader last year after several months of discussions.

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SGST overhaul: Now, power of scrutiny shifts from officers to commissioners

CFO News

Haryana is introducing changes to the GST Act to reduce harassment of traders by transferring scrutiny powers to higher officers, setting up CCTV for transparency, and reducing audit frequency. Small taxpayers with dues under Rs 1 lakh get a 100% waiver. The new measures aim to increase business ease and attract investments.

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Indian government recommends 12% temporary tax on some steel products

CFO News

India has proposed a 12% safeguard duty on select steel imports for 200 days to protect domestic producers. The temporary tax aims to curb rising imports and stabilise the local market. Announced in a government notice on Tuesday, the move reflects India's push for self-reliance in the steel sector.

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IndusInd International Holdings completes acquisition of Reliance Capital

CFO News

IndusInd International Holdings Ltd has acquired Reliance Capital for Rs 9,650 crore, completing its three-year resolution process. Chairman Ashok Hinduja announced the management takeover will happen on Wednesday. The company aims for a USD 50 billion valuation by 2030, with significant focus on value creation and brand promotion.

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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.