CFO Dive

NOVEMBER 4, 2024

A company's success and growth are deeply influenced by the financial stability and creditworthiness of its customers.

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Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technol

Planning 97

Planning Communication Technology Sales 97

CFO Dive

NOVEMBER 4, 2024

Compliance with the standards update “isn’t going to be cheap” for many firms, but the FASB has taken steps to reduce the cost to preparers, board member Fred Cannon said.

Compliance 312

Compliance 312

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. As companies in the financial services industry aim to navigate uncertain economic climates, creating a robust financial roadmap becomes essential. This article delves into the critical components of strategic financial planning, offering a comprehensive guide for organizations seeking to enhance their financial h

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CFO Cost Management Leverage Planning 52

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.

Marketing

CFO Dive

NOVEMBER 4, 2024

“Customers are really pushing us to provide better, more actionable answers,” Apptio’s Eugene Khvostov said.

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CFO Dive

NOVEMBER 4, 2024

As AI further complicates a tricky risk environment, CFOs and internal auditors need to reach a strategic alignment, IIA’s Anthony Pugliese said.

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CFO Selections

NOVEMBER 4, 2024

Every year, millions of people have a great idea for a product or service. It might be either the formation of a new business or an addition to a current organization. Some never get off the ground, but some end up changing the world! According to recent data , 90% of startups fail every year, but the remaining 10% offer the potential to shape how we live our lives and transform the communities around us in significant ways.

Planning 52

Planning Startups Budgeting 52

CFO Dive

NOVEMBER 4, 2024

Auto industry's 5-year leap: 14% CCC boost, 11% faster inventory-turnover, 58-day supplier terms. Discover how!

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CFO Thought Leader

NOVEMBER 4, 2024

Sitting quietly at the back of a crowded GE conference room, a young Sandra Wallach diligently took notes during an executive briefing. As one of the newest inductees into GE’s esteemed Financial Management Program (FMP), she was eager to absorb every detail. Unbeknownst to her at the time, this moment marked the beginning of a transformative 17-year journey with General Electric. “FMP allowed me to figure out what I really like to do, what I gravitate towards, and what I’m not

Leadership 52

Leadership Technology CFO Finance 52

Advertisement

Financial automation isn’t the future—it’s the now. BILL partnered with SMB Group to survey 750 US financial decision-makers and reveal how small and midsize businesses (SMBs) are using trends and insights to tackle challenges and drive growth. The responses are eye-opening! Download our 2025 State of Financial Automation report to uncover: Key automation trends for 2025 and beyond Top concerns and attitudes about automation How AI is driving smarter, faster decisions The challenges of the finan

CFO Dive

NOVEMBER 4, 2024

If it is, you’ll want to know that before facing a shareholder lawsuit, Jason Bishara of NSI Insurance Group says.

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CFO News

NOVEMBER 4, 2024

Tikona Infinet will become a significant subsidiary of SAR Televenture and Tikona shareholders will get SAR Televenture shares.

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Reval

NOVEMBER 4, 2024

​LONDON – 04 November 2024: ION, a global leader in trading and workflow. The post ION wins “best low-latency trading network of the year” at Buy-Side Technology Awards 2024 appeared first on ION.

Technology 59

Technology 59

CFO Thought Leader

NOVEMBER 4, 2024

When it came to the public markets, no one can accuse David Morris and his seasoned C-suite colleagues, Fred Burke and Kendall Forbes, of being impatient. Guardian Pharmacy Services, a company they built from the ground up, recently raised $112 million in an IPO, listing on the NYSE under the symbol “GRDN.” The milestone reflects a culmination of over three decades of ever thoughtful, strategic decision making in a highly specialized market.

Leverage 52

Leverage CFO Healthcare Leadership 52

Advertiser: Paycor

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

Leadership

Lime Light

NOVEMBER 4, 2024

Choosing the wrong enterprise performance management (EPM) software means your team will spend months implementing a system, only to discover it doesn’t fully integrate with your current tools.

Forecasting 52

Forecasting Budgeting Planning 52

CFO News

NOVEMBER 4, 2024

India's government has put forward a proposal to consolidate the country's regional rural banks from 43 down to 28. This move aims to bolster the banks' capital and reduce expenses. These banks, which primarily serve rural communities, held a combined 6.6 trillion rupees in deposits as of March 31, 2024.

Banking 40

Banking 40

Lime Light

NOVEMBER 4, 2024

Companies invest significant time in gathering data and preparing financial statements but struggle to get the most value from them. The complexity of financial reporting arises from managing variables like revenue timing, expenses, and working capital, which distorts the overall financial picture if not carefully handled.

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Financial Reporting Investments Forecasting Budgeting 52

CFO News

NOVEMBER 4, 2024

EMBASSY OFFICE-MOVES/ (URGENT)India's Embassy REIT chief steps down after SEBI action

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Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri

Manufacturing

Lime Light

NOVEMBER 4, 2024

According to the 2024 Global Finance Trends Survey, 69% of finance leaders recognize the critical role of financial planning and profitability analysis in strategic decision-making. Interpreting financial data, especially complex datasets, can pose challenges, even for seasoned professionals.

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Planning Financial Data Finance Financial Reporting 52

CFO News

NOVEMBER 4, 2024

In this article, Ashok Haldia, a seasoned finance expert and Chartered Accountant, explores the critical role of internal audit in enhancing ESG governance, emphasizing its potential to assist in navigating ESG and bring integrity in ESG reporting that goes beyond mere compliance.

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Auditing Compliance Finance Accounting 40

Global Finance

NOVEMBER 4, 2024

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

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Finance Benchmarking Prioritization Sales 105

CFO News

NOVEMBER 4, 2024

Indian banks are establishing a committee to address concerns regarding the Reserve Bank of India's (RBI) proposed regulations. The new rules mandate one entity per banking group for specific businesses, impacting subsidiaries. Banks find the two-year compliance window too short, particularly for listed subsidiaries, and plan to engage with the RBI and government stakeholders.

Banking 40

Banking Compliance Planning 40

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

Finance

CFO Talks

NOVEMBER 4, 2024

Members’ Profile: Cheryl-Lynn Freeman In this edition of CFO Club Africa’s Members Spotlight, we’re introducing Cheryl-Lynn Freeman, Director and Owner of Mzansi Business Services. Cheryl-Lynn’s career is marked by her commitment to empowering communities and nurturing future finance professionals. With an Honours in Accounting Science, a Dale Carnegie Management Diploma, and recent certification from Duke’s Executive Programme, she’s also pursuing dual master’s degrees in MBA and eCommerc

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CFO Education Finance Accounting 98

CFO News

NOVEMBER 4, 2024

India is updating its electricity demand forecasting to match generation needs and maintain grid stability amid rising use of renewable energy. The Central Electricity Authority will collaborate with weather agencies for better data and conduct more frequent forecasts. This aims to accurately predict demand, manage costs for utilities and avert blackouts.

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Forecasting Planning 40

Barry Ritholtz

NOVEMBER 4, 2024

 The transcript from this week’s, MiB: Annie Lamont, Managing Partner of Oak HC/FT , 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. ~~~ Barry Ritholtz : What can I say about this week’s Rockstar guest, Annie Lamont, incredible track record as a venture capitalist.

Healthcare 52

Healthcare Investments Numbers Marketing 52

CFO News

NOVEMBER 4, 2024

The NCLAT ruled that invoices with interest clauses are not enforceable against debtors without a formal interest agreement. The tribunal found that the debtor had already paid the principal amount. The operational creditor's appeal against the Adjudicating Authority's order was dismissed. The NCLAT's decision provides clarity on the enforceability of interest claims in corporate debt cases.

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Invoicing 40

Advertiser: GEP

The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.

Barry Ritholtz

NOVEMBER 4, 2024

My back-to-work morning train WFH reads: • Meet the ‘super users’ who tap AI to get ahead at work : Workers say using AI tools like ChatGPT every day supercharges their efforts and saves them time on the job. ( Washington Post ) • Defining Bull and Bear Markets : There are some loosely accepted definitions but you have secular bull and bear markets as well as cyclical bull and bear markets.

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Healthcare Startups Marketing Technology 59

CFO News

NOVEMBER 4, 2024

RELIANCE-INDIA-Exclusive-Ambani's Reliance Jio IPO set for 2025, retail debut much later, sources say

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Retail 40

CFO News

NOVEMBER 4, 2024

The Securities and Exchange Board of India (SEBI) has demanded Rs 130 crore from five entities, including Netizen Engineering and Citi Securities, for their involvement in the illegal diversion of funds from Reliance Home Finance Ltd.

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Securities Finance 40