Wed.Feb 05, 2025

article thumbnail

At The Money: Are Hedge Fund Right For You?

Barry Ritholtz

At the Money: Are Hedge Fund Right For You? (February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Are all answered in our conversation.

article thumbnail

Costco’s ‘voice’: The long goodbye

CFO Dive

Richard Galanti retired from the warehouse club on Jan. 30, after pivoting to an advisory role following his departure from the CFO seat he held for roughly four decades.

CFO 293
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

1069: Driving Value Through Agile Finance Leadership | Lior Maza, CFO, Priority Software

CFO Thought Leader

Early in his career, Lior Maza chose to immerse himself in smaller, venture-backed startups rather than large enterprisesa move that exposed him to a range of responsibilities, from fundraising and recruiting to crisis management. When youre in a small team, Maza tells us, you end up doing everything, and thats where the agility mindset really takes root.

article thumbnail

Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses. However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans.

article thumbnail

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.

article thumbnail

Service sector expands in the face of trade war risk: ISM

CFO Dive

Service sector executives voiced concern that tariffs will push up prices and cause shortages of goods, ISM said.

239
239

More Trending

article thumbnail

Ford Motor taps finance VP as new CFO

CFO Dive

Sherry House will move into the CFO role as planned after joining Ford in June, when she inked a $4.5 million signing bonus as part of her compensation package.

CFO 223
article thumbnail

Global Finance Spotlights 25 Years Of Honoring Trade Finance Innovation

Global Finance

In hindsight, summer 2001 was a precarious time to launch an annual ranking of the worlds Best Trade Finance Banks. Just months later, the 9/11 attacks would destroy New Yorks World Trade Center, triggering a global economic slowdown. Air travel ground to a halt, ports closed, and borders tightenedbringing international trade to a near standstill. The organizations covered in Global Finances first listing would face economic upheavals in the coming decades: among them, the 2008 global financial

Finance 59
article thumbnail

Alphabet projects $75B in capex as AI push grows: CFO

CFO Dive

Big tech continues to invest heavily in AI even as investors eagerly watch for indications that it’s paying off.

CFO 175
article thumbnail

CFO Corner: Boudewijn Van Schaïk Of Avantium

Global Finance

Since January 2023, Boudewijn van Schak has been CFO of Amsterdam-based Avantium. Listed on Euronext, the chemicals company develops and commercializes technologies that produce materials from sustainable carbon feedstocks. Among its innovations: a process for converting plant-based sugars into furandicarboxylic acid (FDCA), a key building block of sustainable plastic.

CFO 64
article thumbnail

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.

article thumbnail

How to Create Accurate Budgets for Business Units 

CFO Talks

How to Create Accurate Budgets for Business Units Budgeting is one of the most important things a business can do to stay financially healthy. A good budget helps a company plan its spending, control costs, and make smart decisions. But creating a budget that works takes more than just guessing how much money will come in and go out. It requires careful planning, accurate numbers, and constant checking to make sure things stay on track.

article thumbnail

Post-Acquisition Strategies: Maximizing Value in Private Equity Deals

E78 Partners

In the world of private equity, the post-acquisition phase is just as critical, if not more so, than the acquisition itself. This phase is where the real work begins: ensuring that the investment delivers the expected returns and long-term value. Successful private equity post-acquisition management can significantly enhance the performance of a portfolio company, optimize its operations, and ensure that it is positioned for future growth.

article thumbnail

Credit By Another Name

Global Finance

Buy-now-pay-later offers SMEs an alternate credit source. Although generally available in the consumer market for about a decade, the electronic payment model of buy-now-pay-later (BNPL) is finally bearing fruit for micro, small and midsize enterprises (MSMEs) by avoiding interest payments on corporate credit cards, reducing paperwork, facilitating quicker transactions, and improving liquidity management.

B2C 52
article thumbnail

Overcoming Trauma and Building Resilience: Brandon Peacock’s Journey with Hit The Ground Running

The Charity CFO

In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Brandon Peacock, founder of Hit The Ground Running , a charity dedicated to supporting trauma survivors. Brandon’s story is one of incredible resilience, transformation, and a commitment to making a positive impact on the world. Want to watch the full interview? Check it out on Youtube here: The Incident That Changed Everything In June 2020, Brandon’s life took a dramatic turn when he became an innocent

article thumbnail

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.

article thumbnail

How CFO Services Can Help Manage Business Growth

Capital CFO LLC

As businesses scale, the complexity of financial management inevitably increases. Whether it’s expanding into new markets, launching new products, or simply managing a growing workforce, the financial challenges multiply. That’s where CFO (Chief Financial Officer) services come in. While many businesses, especially small to mid-sized companies, may not have the resources to hire a full-time […] The post How CFO Services Can Help Manage Business Growth appeared first on Capital

CFO 52
article thumbnail

Income tax cut shows strength of economy: Finance Minister Nirmala Sitharaman

CFO News

Finance Minister Nirmala Sitharaman highlighted India's resilience amidst global uncertainties and emphasized the need for vigilance. She confirmed that privatisation, including that of IDBI Bank, is a priority. Sitharaman also pointed out the government's capacity to forgo income tax for those earning up to 12 lakh as a sign of economic strength and reiterated the soundness of India's macroeconomic fundamentals.

Finance 45
article thumbnail

Future-Ready Finance: Leveraging technology for a smarter future

Future CFO

Considering the ever-changing market landscape regarding technological advancements and innovation, the Finance department is always faced with the tremendous responsibility of stepping up to keep pace with the changes. The advent of artificial intelligence and machine learning has brought about new challenges in talent as the finance department continues to navigate digitisation.

article thumbnail

Union Budget FY26: Making India the electronics factory of the world – a beginning

CFO News

In the Union Budget FY26, Sandeep Puri, Partner at Price Waterhouse & Co. LLP, explores the government's strategic measures to position India as a global leader in electronics manufacturing, addressing key tax issues and boosting foreign investment in the sector.

article thumbnail

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.

article thumbnail

The fundamentals of IFRS 13

Future CFO

Financial reporting specialist and lecturer Adam Deller explains the basic principles of IFRS 13, Fair Value Measurement. First published in Youtube. The post The fundamentals of IFRS 13 appeared first on FutureCFO.

IFRS 52
article thumbnail

Explainer: How ICAI’s new LLP aggregation guidelines can reshape CA firm collaborations

CFO News

Recently, the ICAI issued the Aggregation of LLPs Guidelines, 2024, effective from January 23, 2025. These guidelines provide a framework for an LLP, Indian CA firm to partner with another LLP, fostering collaboration and strengthening operational capacity. How will these new regulations impact the profession? Who is eligible to participate? Let's dive in.

49
article thumbnail

Turkey: Bridging Ambition And Reality

Global Finance

President Recep Tayyip Erdogans ambitious dreams include building Turkey from regional economic centre into global economic powerhouse and boosting it from the worlds sixteenth largest economy into the top 10. In the shorter term, the bi-continental countrys much-vaunted Twelfth Development Plan (2024 to 2028) aims to improve its international stature, fostering prosperity and combating inflation whilst maintaining strong and sustainable public finances.

article thumbnail

How New Algo Trading Rules By Sebi Will Enhance Investor Protection

CFO News

Sebi has mandated the registration of algo trading firms with stock exchanges and set API regulations to enhance investor security. The Brokers Industry Standards Forum is set to establish implementation standards by April 1, 2025, with the new regulations taking effect from August 1. Exchanges will oversee compliance, prohibiting open APIs and ensuring traceability via unique identifiers.

article thumbnail

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

article thumbnail

Indonesia: Building The Future Of Southeast Asia

Global Finance

Indonesia is attracting foreign investors with its growing middle class, young demographics, and abundant resources. The newly-admitted member of the BRICS bloc of developing economies presents companies with a stable alternative to China, low tariffs to the 677 million people of the Association of Southeast Asian Nations (ASEAN) and a 25-year history of democratic transition.

Economics 108
article thumbnail

Veedol Corporation appoints Upendra Gadre as Group CFO

CFO News

Veedol Corporation has appointed Upendra Gadre as its new Group CFO, following the resignation of Rashmi Joshi. Gadre brings over 30 years of experience in corporate finance, having previously served as Executive Vice President at Deepak Fertilizers and Interim CFO at Tata AutoComp Systems.

CFO 45
article thumbnail

The CFO Agenda: 7 Priority Areas for 2025

CFO Leadership

As CFOs look to 2025, their plan of action might be best described as taking measured risks for growth while building stabilityall with a hefty emphasis on technology initiatives. While executives understandably have concerns about continuing economic and geopolitical uncertainty, a key part of their strategy will be focusing on what they can control.

CFO 52
article thumbnail

Indirect tax to rise by 8.3 pc, corporate tax by 10.4 pc in FY26: Report

CFO News

The government's indirect tax collection is expected to increase by 8.3 pc in the financial year 2025-26 (FY26), according to a report by ICICI Bank.

Banking 40
article thumbnail

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.