Wed.Feb 26, 2025

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Understanding the M&A Process Before Making a Deal 

CFO Talks

Understanding the M&A Process Before Making a Deal Mergers and Acquisitions (M&A) are some of the biggest decisions a business can make. A successful deal can lead to business growth, cost savings, and stronger market control. However, a poorly executed deal can cause financial losses, employee dissatisfaction, and even the downfall of a company.

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1075: Mastering Recurring Revenue: The Next Chapter Unfolds | Kevin Rhodes, CFO, Extreme Networks

CFO Thought Leader

Kevin Rhodes recalls one of the earliest lessons in his finance career. I wanted to understand the business, he tells us, describing his decision to ride along with a Waste Management truck crew. Clipboard in hand, he meticulously recorded stop distances, tonnage collected, and time spent at each location. By the end of the week, he had compiled a customer-by-customer profitability analysis.

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Trending Sources

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Super Micro internal control flagged in delayed 10-K filing

CFO Dive

The AI server maker’s shares jumped about 12% Wednesday after it said it had “regained compliance” with Nasdaq filing requirements.

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What To Do When Gifts To Minors No Longer Fit: Adjusting UTMAs, 529 Plans, And Trusts When Family Goals Don’t Align

Nerd's Eye View

Parents often want to ensure their children have the resources to pursue their potential and lead fulfilling lives. To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly.

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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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Cricket’s T20 Gold Rush: Investors Building A Global Sports Empire

Global Finance

The rapid rise of this fast-format cricket, led by the Indian Premier League, is fueling multi-billion-dollar investments, as franchises expand into new leagues and untapped markets. Once a sport defined by tradition and endurance, cricket is now at the center of a modern gold rush. The explosive growth of Twenty20 (T20) cricketa fast-paced, three-hour format instead of the traditional five dayshas turned the game into a commercial powerhouse, attracting global investors eager to stake their cla

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Unlocking new revenue streams through AI and robotics

Future CFO

With 2025 seeing continuations of how artificial intelligence takes over the market , including the Finance function, it is important how finance leaders get a good grasp of how they can make use of technology for revenue. Arguably, there is still a lot of room for growth for Finance teams in terms of fully leveraging AI-driven automation, especially considering the Asia-Pacific region, where countries herein have varying levels of technological readiness.

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Unlocking the Power of Data Storytelling for Nonprofits

The Charity CFO

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Drew Reynolds, Principal Consultant at Common Good Data , to explore the critical intersection of data, storytelling, and fundraising in the nonprofit sector. See the full video interview here: The Power of Data in Fundraising Drew emphasizes that effective use of evaluation and impact data can help nonprofits break out of the “starvation cycle” and become eligible for larger, long-term grants.

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Prophix Reviews

The Finance Weekly

With global economies bracing for uncertainty in 2025 , financial teams are under pressure to adapt faster than ever. Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. In this high-stakes environment, is your current FP&A software keeping up, or is it holding you back?

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ETCFO Leadership Summit 2025: Top India Inc finance honchos to brainstorm on ‘Riding the Digital Revolution’

CFO News

As India Inc grapples with fierce competition, shifting consumer demands, and economic volatility, the question emerges: How can CFOs drive rapid digital transformation while ensuring sustainable growth? The upcoming 6th ETCFO Leadership Summit in Mumbai would explore how CFOs are riding the digital revolution while overcoming legacy systems, managing profitability, and scaling organisations efficiently.

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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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Talking Bad Trades & Regret Minimization

Barry Ritholtz

Chatting with Tom Keene and Paul Sweeney on Bloomberg Surveillance about investing strategies and mistakes… The post Talking Bad Trades & Regret Minimization appeared first on The Big Picture.

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Religare asks subsidiaries to initiate removal of Rashmi Saluja from their boards

CFO News

Religare Enterprises' board has directed its subsidiaries to remove former executive chairperson Rashmi Saluja and Rakesh Asthaana from their respective positions. This follows the Burman family's acquisition of a controlling 25.16% stake in the company. Subsidiaries affected include Religare Finvest Limited, Care Health Insurance, and Religare Broking Ltd.

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Dains advises on RVC sale to Linnaeus veterinary group

Accountancy Today

Dains Corporate Finance has advised the sellers of Rutland Veterinary Centres and Kings Veterinary Centres (RVC) on their disposal to UK veterinary group Linnaeus. RVC operates six veterinary practices across Leicestershire and Rutland, employing over 100 staff and caring for over 20,000 pets per annum. Founded in 2014, Linnaeus has grown to become one of the most highly respected veterinary groups in the UK and Ireland, offering specialist referral services as well as primary care across a fami

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Net formal jobs under EPFO up 2.5% in December to 1.60 million: Payroll data

CFO News

As per the provisional EPFO payroll data, released by the ministry of labour and employment on Tuesday, December 2024 witnessed a month-on-month increase of 9.58% compared to 1.46 million formal jobs created in November 2024. Net new subscribers added to EPFO stood at 1.28 million in April, 1.35 million in May, 1.39 million in June, 1.61 million in July, 1.58 million in August, 1.88 million in September and 1.34 million in October 2024.

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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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How AI-powered ERP transforms financial operations

Future CFO

Enterprise Resource Planning (ERP) systems have become central to integrating financial and operational data amid chief financial officers' journey to digital transformation. In a guide by Velosio , a full-service technology partner offering Microsoft Dynamics 365 and Microsoft cloud platform services, it was specified that CFOs are in need to embrace AI-drive ERP for success.

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Legacy Tools Are Out. Integrated Business Planning Is In.

Collectiv

For years, planning has operated in silossometimes still locked within spreadsheets and often disconnected from broader business processes and treated as an isolated function. But within the last few years, thats started to change. Here at Collectiv, weve noticed a significant trend towards a more modernized planning approach. So, we decided to launch a brand new podcast to give us an outlet to dig deeper into these conversations about integrated business planning and share them with our audienc

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Get retirement ready with these tips

Bank of the West

Whether your retirement is 10 or 40 years away, its never a bad idea to start planning early and trengthen your savings muscle as early and frequently as possible to… Read more The post Get retirement ready with these tips appeared first on About BMO.

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Equipment Loan Terms - What Influences Them?

Commercial Credit Group

When discussing a possible equipment loan, many people quickly ask some combination of these questions, What is the interest rate? , How much is my monthly payment?, and How many months can I have to pay it off?.

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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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Explainer: How will US tariffs play out for Indian drug firms including Sun Pharma and Aurobindo?

CFO News

The impact would vary across different segments, with generics, biosimilars, and specialty drugs facing different challenges. Meanwhile, API and contract manufacturing firms may have some room to pass on the higher costs.

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Anti-ESG groups intensify activism early in 2025 proxy season

CFO Dive

Opposition to corporate sustainability efforts has grown in recent years, culminating in an anti-ESG order by President Donald Trump last month.

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New Income Tax Rules 2025: Here’s what changes for business trusts, securitisation trusts & investment funds

CFO News

These amendments, known as the Income-tax (Fifth Amendment) Rules, 2025, have revised compliance deadlines and procedural updates for business trusts, securitisation trusts, and investment funds.

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DOGE offers ‘rich opportunity’ for Workday, CEO says

CFO Dive

President Trump’s Department of Government Efficiency could drive an increase in federal technology spending, the software executive said.

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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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GreenCell Mobility appoints Manish Poddar as CFO

CFO News

Greencell Mobility appoints Manish Poddar as CFO, succeeding Vivek Sahni. The company recently launched NueGo, a fully electric intercity mobility brand, aiming to operate in over 100 cities in India.

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PCAOB fines PwC Israel $2.7M for exam answer sharing

CFO Dive

Monetary penalties imposed by the PCAOB during Biden’s presidency were over six times higher than those seen during the first Trump administration, according to a recent report.

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FNP appoints Rahul Goel as Global CFO

CFO News

FNP has named Rahul Goel as Global CFO, succeeding Hemant Gupta, effective January 2025. With over 20 years of finance expertise, Goel joins as the company strengthens its market position and significantly reduces losses.

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Amid global instability, India’s rapid growth only certainty: PM Modi

CFO News

PM Modi highlighted India's rapid growth as a certainty in the current global instability during the 'Advantage Assam 2.0' summit. He emphasized the strong potential driven by skilled youth, policy reforms, and infrastructure investments, urging industry leaders to support Assam's economic development, particularly in electronics and semiconductor sectors.

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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.