This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Accurate financial forecasting is crucial for small businesses, but developing and updating forecasts can be time-consuming, frustrating, and ultimately inaccurate. Precise forecasts provide the roadmap for future growth, but most small companies spin their wheels developing and maintaining forecasts. That’s why more and more are turning to virtual CFO services for forecasting.
Lori Schwartz, Global Head of Liquidity & Account Solutions and Digital & Design at J.P. Morgan Payments, discusses fostering innovation within the corporate treasury with Global Finance. GF : How has artificial intelligence affected your organization’s performance in the past year? Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient.
Fed officials in a meeting Wednesday will likely downgrade from three to two their median projection for the number of quarter-point cuts in the federal funds rate this year, according to futures traders and economists.
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
Welcome everyone! Welcome to the 389th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Mark Berg. Mark is the Founder of Timothy Financial Counsel, an RIA based in Wheaton, Illinois, that is on track to generate approximately $5 million in annual revenue this year serving 800 client households. What's unique about Mark, though, is how his firm has scaled from $1.8 million of revenue to $5 million, in only 6 years, and has maintained a 25% profit margin… al
The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , 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. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio.
In the throes of the Great Recession, Erica Gessert faced one of her first tests of leadership. As the head of investor relations for Virgin Mobile, she found herself navigating the collapsing financial sector. Key banks that were integral to the company’s operations began to crumble, and the economic landscape was fraught with uncertainty. Keeping investor concerns top-of-mind, Gessert was able to help steady Virgin Mobile and bring into full view the path leading beyond the crisis.
During WasteExpo 2024, Kevin McGinn, Sr. VP for Commercial Credit Group Inc. (CCG), moderated a panel discussion titled Capital Investments: Choosing Areas for Investment & Where to Get the Capital. Panel members included: Dan Christensen from CARDS Recycling , Martin Mattsson from Volvo Construction Equipment , and Rusty Angel from Machinex. This post highlights some of the important points from the session and provides some key takeaways that waste and recycling companies can use to guide
In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.
Understanding financial risk Financial risk is the possibility of losing money or facing financial instability due to various internal and external factors. For finance leaders, understanding these risks is the first step in effectively managing them.
ETCFO brings a curation of key ministries and ministers crucial for India Inc's future. From finance to commerce, and from MSME to Labour and Employment, explore their strategic roadmaps for the next five years.
Hsiao Mei Chow , head of corporate reporting insights – sustainability at ACCA , and Sharon Machado , head of sustainable business at ACCA, discuss about the people, process and technology necessary to implement sustainability reporting. Their discussion focuses on stages 6 and 8 of the sustainability reporting cycle, which is the reporting and continual improvement.
Ola Electric has received approval from Sebi for the first EV startup IPO in India. This would be among the biggest new-age IPO in India this year. Swiggy and FirstCry have also filed their draft IPO paper and awaiting regulatory clearance. The Bengaluru-based company is eyeing a $6-billion valuation through the public offering.
Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.
Inside The Mentoring Round, CFO Ashley Johnson emphasizes that financial planning and analysis (FP&A) should empower leaders to own their budgets rather than simply dictate them. She forbids the question, “Is this in my budget?” and instead encourages leaders to consider their priorities and trade-offs.She believes in a proactive approach to budgeting, where FP&A supports leaders in thinking beyond immediate needs to consider longer-term impacts and investments.
State Bank of India (SBI) has introduced SME Digital Business Loans, using data from income tax, GST returns, and bank statements for rapid credit assessment of MSMEs, enabling loan sanctions within ten seconds without human intervention. For loans up to Rs 50 lakhs, financial statements are waived in favor of transaction history and GST returns. This initiative aims to streamline MSME lending, reducing manual processes and enhancing efficiency.
Government might consider permitting new Chinese-Indian JVs only if the Indian entity holds a majority stake. Several manufacturing initiatives, particularly in auto and electronics components, have faced delays over the past few years. However, with the government's revised stance and the successful conclusion of the JV between MG Motor India and JSW, discussions between these firms and Chinese counterparts have resumed.
Commerce and industry minister Piyush Goyal aims to make India a Viksit Bharat by 2047, emphasizing new opportunities for youth. Goyal, who recently took charge for the second time, is focused on promoting economic growth and addressing challenges ahead.
Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.
Proposals that are likely to figure in the immediate agenda include widening support for electric mobility, facilitation measures for startups, steps to broaden power transmission and distribution capacity, finalisation of hydropower policy, addressing digital privacy concerns and execution of the Bharatiya Nyaya Sanhita, which is replacing the Indian Penal Code.
The World Bank revised India's FY25 growth forecast to 6.6% from 6.4%, expecting India to remain the fastest growing economy, driven by public and private investment, and rising consumption.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content