Nerd's Eye View

OCTOBER 17, 2023

Welcome back to the 355th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Arends. Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households.

Planning 52

Planning Leverage Leadership Sales 52

CFO Dive

OCTOBER 17, 2023

Students snub accounting for reasons ranging from comparatively low pay to tough requirements for certification, according to financial executives.

Accounting 328

Accounting 328

The Reformed Broker

OCTOBER 17, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.

Finance 115

Finance Investments Marketing 115

CFO Dive

OCTOBER 17, 2023

The slowdown follows mega deals such as Amazon’s $4 billion investment in San Francisco-based AI startup Anthropic.

Startups 290

Startups Investments 290

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CFO

CFO News

OCTOBER 17, 2023

The audit committees and the independent directors should regularly communicate with auditors throughout the year and should not limit their role to reviewing the audit report only at the end of the audit, Ajay Bhushan Pandey tells ETCFO in an interview.

Auditing 111

Auditing Communication 111

CFO News

OCTOBER 17, 2023

According to the data compiled by ETIG, Legal expenses of India Inc rose almost 21% in the last fiscal year. ETCFO spoke with finance leaders to understand the impact of legal spending on their decision making.

Finance 111

Finance 111

CFO Dive

OCTOBER 17, 2023

The pharmacy chain filed for bankruptcy as it struggled to offload $4 billion in debt, minimize its retail footprint and deal with thousands of opioid-related lawsuits.

Retail 264

Retail 264

Global Finance

OCTOBER 17, 2023

Global Finance Magazine - Edwina Fitzmaurice, EY’s global chief customer success officer, speaks with Global Finance about technology, innovation and customer success.

Finance 105

Finance Technology 105

CFO Dive

OCTOBER 17, 2023

The filing extensions come as U.S. Treasury Secretary Janet Yellen said it was too early to speculate on the economic consequences of the Israeli-Palestinian conflict.

Treasury 263

Treasury Economics 263

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

CFO News

OCTOBER 17, 2023

The move is aimed at simplifying the process for unregistered suppliers and promoting ease of doing business, especially for those supplying goods through e-commerce operators within a single State or Union Territory.

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CFO Dive

OCTOBER 17, 2023

Banks will have to disclose crypto exposure by 2025 under plans unveiled Tuesday. The plans are open for public comment through Jan. 31.

Planning 130

Planning Banking 130

Tips Watch

OCTOBER 17, 2023

As a short-term investment? Yes. But for the long term? I Bonds are still attractive. By David Enna, Tipswatch.com Just one year ago, U.S. Series I Savings Bonds were still paying 9.

Investments 86

Investments Treasury 86

CFO Thought Leader

OCTOBER 17, 2023

Back in 2017, Donald McClure had only recently been appointed vice president of FP&A at Brinks Home Security when the company’s CFO at the time decided that it was the right time for retirement. Unbeknownst to McClure—and perhaps even to the firm’s subsequent new CFO hire—a transformative chapter was about to get under way at the security firm that involved a massive restructuring and Chapter 11 bankruptcy.

CFO 59

CFO Restructuring Leadership Finance 59

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

FISPAN

OCTOBER 17, 2023

FISPAN and Sage partner to help businesses remove complexity from their accounts payable and reconciliation processes by integrating banking directly into their Sage Intacct ERP system.

Accounts Payable 59

Accounts Payable Reconciliations Banking Accounting 59

Future CFO

OCTOBER 17, 2023

Editor’s note: Eileen Chua (pictured), Managing Director, SAP Singapore shared with FutureCFO in a recent interview why psychological safety and kindness matter in today’s workplace and how collaboration can help address challenges facing female finance executives. The interview is part of FutureCFO's Female Leadership in Finance Series. Eileen Chua , Managing Director, SAP Singapore FutureCFO: As the managing director at SAP Singapore, what’s your typical work day like?

SAP 52

SAP Leadership Finance Strategic Planning 52

CFO News

OCTOBER 17, 2023

Industrialist CK Birla has approached Gautam Adani to sell his promoter stake in Orient Cement after rejecting offers from other buyers. Birla's stake in Orient Cement is 37.9%, with a market value of ₹3,878 crore.

Sales 52

Sales Marketing 52

Future CFO

OCTOBER 17, 2023

Chief financial officers are predicting net profit growth in 2023, according to a new survey from advisory firm Grant Thornton LLP. The Q3/23 CFO survey revealed that CFOs focus on profitability despite the uncertain interest rate outlook and global economy, with only 28% of the surveyed executives being pessimistic about the market situation, representing a 7% increase since last quarter.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting CFO Finance 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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 News

OCTOBER 17, 2023

Every international transaction above ₹50,000 will be subject to closer scrutiny and a reporting entity will have to identify clients, verify their identity and also ascertain purpose of the business if not well defined. The latest rule also mandated reporting entities, which are part of a group, to have adequate safeguards on the confidentiality and use of information exchanged, including safeguards to prevent tipping-off.

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Jedox Finance

OCTOBER 17, 2023

How the office of finance successfully drives ESG strategy and plans for the future. The benefits of ESG can be felt throughout the organization.

Finance 52

Finance Planning 52

CFO News

OCTOBER 17, 2023

No potential tax demand estimates for Vodafone Idea (Vi) were immediately available as the telco has been running losses since the merger in August 2018. "Any retrospective demands pertaining to any past tax payment shortfalls can only be based on a review of the pre-merger financials of erstwhile Vodafone India and Idea Cellular, when they were profitable," said an analyst at a global brokerage.

Profit and Loss 52

Profit and Loss 52

Future CFO

OCTOBER 17, 2023

The China Securities Regulatory Commission (CSRC) ordered domestic brokerages’ overseas units to stop opening new stock accounts for onshore investors to stem capital outflows that have pushed the yuan to a 16-year low. Offshore units of Chinese brokerages were prohibited to market activities to attract domestic investors, and their websites were banned from showing content promoting new account openings and money wiring.

Securities 52

Securities Accounting Currencies Marketing 52

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

OCTOBER 17, 2023

The Reserve Bank of India (RBI) is considering rolling over a $5 billion foreign exchange swap set to mature next week in order to prioritize liquidity management over bolstering forex reserves. Some investors believe that allowing the swap to mature could lead to an inflow of around ₹40,000 crore in the banking system, but others argue that the RBI should focus on battling inflation.

Foreign Exchange 52

Foreign Exchange Prioritization Banking 52

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , 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.

Investments 52

Investments Valuation Numbers Math 52

CFO News

OCTOBER 17, 2023

Foxconn Chairman Liu Young-way and Nvidia Corp CEO Jensen Huang said on Wednesday their companies were building artificial intelligence (AI) factories together.

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Barry Ritholtz

OCTOBER 17, 2023

My Two-for-Tuesday morning train reads: • Trading Stocks Loses Its Thrill: ‘I Would Get Burned’ Individual investors are dialing back on risks across markets. ( Wall Street Journal ) see also How Hard is it to Become the Michael Jordan of Trading? For newbie traders, a better analogy than a casino is the possibility becoming a professional athlete. Trading and athletics have many parallels.

Benchmarking 64

Benchmarking Entertainment Healthcare Sales 64

Advertisement

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