Nerd's Eye View

MAY 20, 2024

Ongoing research into how advicers can structure their practices to be better and more successful has consistently highlighted the benefits of choosing to serve a specific niche. In fact, the more specific the niche, the better, as a highly specialized niche not only allows an advicer to differentiate themselves in a crowded marketplace of other 'generalist' advicers, but also helps them build a more efficient practice where they serve clients who share similar characteristics (and puzzles to so

Education 98

Education Practice Management Marketing Planning 98

CFO Dive

MAY 20, 2024

Mean starting salaries for accounting and related services majors in 2022 stood at $60,698 in 2022, according to the National Association of Colleges and Employers.

Accounting 303

Accounting 303

CFO News

MAY 20, 2024

The evolving regulatory environment highlights the imperative for prospective independent directors to possess the requisite expertise and commit to upholding governance standards effectively.

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CFO Dive

MAY 20, 2024

Fed officials reiterated Monday that before trimming borrowing costs they need more confidence that price pressures will steadily decline.

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Forecasting 317

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

CFO News

MAY 20, 2024

The National Financial Reporting Authority (NFRA) has penalized two auditors with fines totaling Rs 2.5 crore for professional misconduct and auditing lapses in the Reliance Commercial Finance case for FY2018-19. It imposed a Rs 2 crore fine on Shridhar & Associates and Rs 50 lakh on Ajay Vastani, along with a 5-year ban on Vastani from undertaking audits.

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Auditing Finance Financial Reporting 75

CFO News

MAY 20, 2024

Neelesh Talathi named as the successor of Mayank Gupta. The appointment is expected to contribute to the group's progress toward a public offering.

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CFO 59

CFO Dive

MAY 20, 2024

Edward McGee, the crypto asset manager’s finance chief, will serve as interim chief executive until Peter Mintzberg joins as its new CEO in August.

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CFO News

MAY 20, 2024

Creditors are set to auction a prime 94-acre land parcel in Thane near Mumbai, previously collateral for loans taken by Go First Airlines. The auction process involves major creditors and potential bidders amidst evolving legal challenges and financial considerations.

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Future CFO

MAY 20, 2024

Editor’s note: Going down uncharted paths can bring learning opportunities and rewards you never imagined before. In today’s A Day in the Life interview, Victoria Wymark (pictured), Director, Digital Transformation, PwC Southeast Asia Consulting (SEAC) shared with FutureCFO audiences two such experiences in her professional life and in travel, plus her typical work day.

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CFO Management Consulting Finance Communication 52

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 News

MAY 20, 2024

Job opportunities are growing across sectors in tier 2 and 3 cities, and professionals are eager to join, recruiters and firms said. Escalating living costs and infrastructural challenges in metros are prompting executives to move to smaller cities. Companies, on their part, are drawn by cheaper land costs, lower salaries and easy talent availability, besides rising disposable incomes in these cities.

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E78 Partners

MAY 20, 2024

In our recent webinar, co-hosted by industry experts Dan Stankey and Garrett Rizk, participants learned about the evolution of Quality of Earnings (QoE) and its critical role in M&A transactions. This session provided valuable insights into both buy-side and sell-side QoE analyses, emphasizing their importance in due diligence processes and highlighting the rising trend of sell-side QoE.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Investments Planning 52

Commercial Credit Group

MAY 20, 2024

As banks withdraw from the equipment financing industry and adopt more restrictive lending practices, there are fewer options to secure the funding necessary to purchase equipment and grow your business. Changes in lending policies can have a significant impact on both prospective borrowers seeking loans and established business owners who have been long-standing customers at a bank.

Banking 52

Banking Finance Securities Marketing 52

Cube Software

MAY 20, 2024

Understanding cap tables A cap table, or capitalization table , is a critical tool for any finance leader. It provides a snapshot of a company’s ownership structure, detailing who owns what, how much each stakeholder owns, and the potential future changes in ownership.

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Finance Planning 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

The Finance Weekly

MAY 20, 2024

What Is Bank Reconciliation? Bank reconciliation is a process companies use to ensure that their recorded cash balances align with the actual cash held in their bank accounts. As businesses increasingly engage third parties for making and receiving payments, bank reconciliation should be extended to include cash handled through these other entities, such as online payment systems.

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Reconciliations Banking General Ledger Accounting 52

Cube Software

MAY 20, 2024

Why spring cleaning is essential to finance Spring cleaning your financial data is more than a routine check—it's a critical practice that ensures healthy, efficient finance operations.

Financial Data 52

Financial Data Finance Forecasting Budgeting 52

CFO Thought Leader

MAY 20, 2024

Angola might not top the list of destinations to which executives typically flock to build their careers, but for Julien Lafouge, it was the starting point of an extended journey. Back in 2001, Lafouge stepped into a pivotal finance leadership role with Technip, a technology provider to the energy industry. This unconventional geography forced him to develop a keen sense of resilience and adaptability, traits that would become cornerstones of his career.

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Focus CFO

MAY 20, 2024

A Fractional CFO Firm business owner shares his journey of embracing curiosity, mastering the Sandler sales method, and building a team-based approach to finance.

Numbers 52

Numbers CFO Finance Sales 52

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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

MAY 20, 2024

The group also aims to ensure that Tech Mahindra and Mahindra & Mahindra Financial Services (Mahindra Finance) realise their full potential besides bolstering the logistics, holidays and real estate businesses, which have been identified as “growth gems”

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Finance 40

CFO Thought Leader

MAY 20, 2024

Planful CEO Grant Halloran shares his insights on the current state of AI adoption in the enterprise, emphasizing the need to temper excitement with reality. He highlighted the importance of understanding legal and security aspects, listening to customers, and pacing AI development with their ability to use it effectively. Halloran also discussed the potential of AI to transform business processes, emphasizing the importance of a human-AI partnership and the need for customers to adapt to using

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Planning Financial Analyst CFO Forecasting 52

CFO News

MAY 20, 2024

In response to a Right to Information Act appeal, State Bank of India (SBI) has again refused to disclose the standard operating procedures (SOPs) for the sale and redemption of electoral bonds. SBI justified the denial by stating that the information is held in "commercial confidence," constitutes the bank's "intellectual property," and is intended solely for internal staff use.

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Sales Banking 40

Reval

MAY 20, 2024

ION Markets – Bond Pricing The post ION Markets – Bond Pricing appeared first on ION.

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Marketing 52

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

MAY 20, 2024

The regulator currently has 15 officers in its two anti-trust divisions, 10 in the combination wing, six each in the legal and research and trend analysis divisions, five each in economics and advocacy divisions and four in international cooperation division, among others, according to its website.

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Economics 40

Barry Ritholtz

MAY 20, 2024

My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state of the art. While it is always risky to ignore broad deep reliable surveys I’m following up on a few prior sentiment posts. First off, I am not discussing online surveys; those easily gained and worthless. Rather I am discussing the regular surveys that come in to people through their landlines texts and mobile phones.

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Economics Marketing 138

CFO News

MAY 20, 2024

Flipkart is seeing another set of top-deck changes, as it ropes in Anuj Rathi as the new CEO of its travel booking unit Cleartrip, while top executives Prabh Simran Singh and Sankalp Mehrotra are exiting the firm.

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