Tue.Feb 11, 2025

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Transcript: Sahil Bloom, Understanding ‘The 5 Types of Wealth’ 

Barry Ritholtz

The transcript from this weeks MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’ 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 Barry Ritholtz :This week on the podcast, strap Yourself in for another extra special guest.

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Southwest appoints Breeze Airways alum to CFO chair

CFO Dive

The new CFO joins the budget-friendly airline as it aims to realize $500 million in cost savings while facing inflationary pressures and challenges to its fleet capacity.

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Cash flow management as a top threat to organisational growth

Future CFO

Cash flow management has emerged as a top financial risk that poses the greatest threat to organisational growth, according to a report by insurance company Chubb. In the Chubb Risk Decisions 360: Emerging Risks that Can Impede Sustainable Company Growth report, which polled senior risk management or insurance purchaser decision-makers, to seek clarity on the emerging risks that can impede sustainable company growth, it was revealed that there is a huge concern among executives involving cash fl

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DeepSeek’s lower-cost AI model could supercharge adoption, use cases: Goldman Sachs

CFO Dive

DeepSeeks AI model is good news for adoption across companies because it could significantly bring down the cost for companies to develop their own

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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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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, is how his two decades of experience supporting financial advisory firms has helped him uncover best practices for founders and su

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The Foundations of Effective Corporate Governance 

CFO Talks

The Foundations of Effective Corporate Governance Corporate governance might sound like a complex business term, but at its core, its simply about how a company is managed and controlled to ensure it runs fairly, responsibly, and successfully. It is the system that ensures those in charge make ethical decisions, protect stakeholders, and guide the company toward long-term success.

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How to Get a Business Line of Credit with a Low Credit Score

Business Credit Blogger

Business Line of Credit with Low Credit Score For many small business owners, acquiring a business line of credit is an essential step toward fostering growth and navigating day-to-day operations. However, low credit scores often stand as a discouraging barrier, threatening to sideline the growth of a small business. The good news? Obtaining a business […] The post How to Get a Business Line of Credit with a Low Credit Score appeared first on Business Credit.

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Members’ Profile: Mami Langa

CFO Talks

Members’ Profile: Mami Langa In this edition of our CFO Spotlight series, we are featuring Mami Langa, Executive Director at SAS, a finance professional whose journey is deeply rooted in curiosity, resilience, and a commitment to impact. She has built a career centered on strategic financial management, SME growth, and economic development in South Africa.

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Accelerating Value Creation: Insights on AI with the Center for Creative Leadership

E78 Partners

E78’s Chief Technology Officer, John Buccola, recently engaged in a dynamic conversation with Fara Francis, Global CIO at the Center for Creative Leadership (CCL), and Todd Thomason, CCLs Global Director of Information Security, Privacy, and Architecture. Together, they explored AIs transformative potential, CCLs journey with AI-driven chatbot Vicki, and the critical role of AI governance in fostering innovation.

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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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How do The Best CFOs Think Strategically and Communicate Well?

CFO Selections

Which characteristics do the best CFOs share? What should you look for when hiring a CFO or bringing fractional financial leadership on board? As a Director of Finance, which skills should you look to bolster if you want to keep progressing in your career? Obviously, the exact skills that a CFO needs to succeed in a specific role will vary based on factors like industry, company size and growth stage, and makeup of the c-suite team, but one commonality is that they all think strategically and co

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Optimizing Cloud Spend: The Future of Consumption-Based Pricing

CFO Thought Leader

In this episode of The Mentoring Round , former Tableau CFO and Caliper CEO Damon Fletcher shares insights on the challenges of customer acquisition as a startup and the growing trend of consumption-based pricing in software. He discusses how Snowflakes billing model can lead to escalating costs and how Calipers analytics-driven approach helps businesses identify inefficiencies, optimize queries, and reduce cloud expenses.

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India has many possibilities in energy sector in next five years, PM Modi tells investors

CFO News

Prime Minister Narendra Modi has called on investors to explore opportunities in India's energy sector, emphasizing the country's renewable energy goals, including 500 GW by 2030 and 5 million tonnes of green hydrogen. Addressing the India Energy Week 2025, Modi highlighted India's strategic advantages and commitment to global sustainability, urging investors to be part of India's energy ambitions.

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ION secures empanelment with National Stock Exchange of India

Reval

MUMBAI 11 February 2025: ION, a global leader in trading, analytics, treasury, The post ION secures empanelment with National Stock Exchange of India appeared first on ION.

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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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RBI sold at least $4 billion to prop up rupee, traders say

CFO News

India's central bank aggressively sold between $4 billion and $7 billion to support the rupee, which faced record lows due to portfolio outflows and US trade tariff uncertainties. The Reserve Bank of India intervened heavily before markets opened, a departure from its previous steady pace in managing the currency.

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Hazlewoods supports The Key Group with Habitude acquisition

Accountancy Today

Hazlewoods corporate finance team has supported one of The Key Groups platforms, Arbor, a market-leading cloud management information software for schools, with its acquisition of Habitude. Having worked with The Key Group last year on its acquisition of TimeTabler, its growth strategy continues with Habitude being the next to join its expanding school management suite.

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11 free FP&A Excel templates for finance teams

Cube Software

What are FP&A Excel templates? FP&A Excel templates are prebuilt spreadsheets finance teams can use to speed up the financial planning and analysis (FP&A) process. These templates come with relevant formulas, visualizations, and formatting for managing, analyzing, and forecasting financial data.

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James Cowper Kreston advises Duncan and Toplis on ALG acquisition

Accountancy Today

James Cowper Krestons Corporate Finance team provided financial due diligence services to Duncan and Toplis on their acquisition of London-based accountants ALG. This transaction marks a milestone in Duncan and Toplis largest period of growth since it was established in 1925. Damon Brain, CEO of Duncan and Toplis, said: Last year, we began a new era of our companys history with the launch of our Growing Together strategy.

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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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A Complete and Actionable Guide to Nonprofit Budgeting in 2025

Lime Light

One of the top five reasons non-profits struggle financially isnt a lack of funding in the marketits because most likely theyre doing it wrong. Without a clear, financial plan and strategy, many organizations may struggle to sustain programs, manage donor expectations, and maintain transparency.

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ION’s Openlink V25: Advancing treasury and commodity management

Reval

LONDON 06 February 2025: ION Corporates, a global leader in treasury and. The post IONs Openlink V25: Advancing treasury and commodity management appeared first on ION.

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Ramky Infrastructure aims for 20% overseas revenue share by 2028 amid broader expansion plans, says CFO N S Rao

CFO News

N S Rao, Group CFO of Ramky Infrastructure, outlined the companys plans for significant inorganic growth through strategic mergers and acquisitions (M&As). How will these acquisitions drive Ramkys expansion, and which sectors will the company focus on for future growth? Heres what the CFO had to say.

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Reflectie over de grondwettigheid van de regels omtrent het recht op terugvordering van eigendom voorzien in boek XX WER.

Corporate Finance Lab

1. Zoals gekend, voorziet artikel XX 194 WER in een procedure dewelke een eigenaar moet volgen om zijn goederen in het bezit van de gefailleerde terug te vorderen. Op straffe van verval moet de rechtsvordering tot terugvordering worden ingesteld voor de neerlegging van het eerste proces-verbaal van verificatie van de schuldvorderingen. Deze regel wordt ervaren als een pijnlijke hakbijl.

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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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India's Hindu mega-festival supercharges economy

CFO News

The unfathomable scale of the world's largest religious festival in India overshadows many nations in size -- and for the economy, its impact is just as dramatic. They are staggering statistics even for the world's most populous nation of 1.4 billion people.

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Warehouse automation market set for slow recovery this year

CFO Dive

It’s still “a bit too early to tell” how President Trump’s tariff plans might impact the struggling market, an analyst said.

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Idea is not to maximise revenue, but to collect which is due to govt: CBIC Chair

CFO News

CBIC Chairman Sanjay Kumar Agarwal emphasized that revenue collection should focus on dues owed to the government. He discussed the importance of collaboration to overcome bottlenecks for India to become a cost-effective global value chain. Agarwal also highlighted training for officers and the need for a balanced custom duty structure to support 'Make in India.

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Trump tags steel, aluminum imports with 25% tariffs

CFO Dive

The new duties build on actions from the president's first term while axing exemptions and product exclusions.

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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.