Tue.May 28, 2024

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15 best business budgeting software tools [2024]

Cube Software

What is business budgeting? Business budgeting is a company’s future financial plan for a set period of time, usually a fiscal year. It measures estimations of revenue and expenses, liability payments, and risk against organizational goals and allocates resources accordingly.

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SEC aims to clarify intent of cybersecurity rules after initial filings

CFO Dive

The rules require notification of “material” breaches, but some early filers have reported incidents that appear to fall short of the regulatory threshold.

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BMO’s 30-hour innovation sprint, Destination Digital, returns 

Bank of the West

In August 2022, more than 300 disruptors, visionaries and innovative thinkers gathered for BMO’s first ever internal innovation sprint, Destination Digital. Over the course of 30 hours, cross functional teams… Read more The post BMO’s 30-hour innovation sprint, Destination Digital, returns appeared first on About BMO.

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‘Higher-for-longer’ rates saddle companies with $381B in added costs

CFO Dive

"The new higher-interest-rate environment might trigger a decaffeinated repeat of the 2008 financial crisis,” according to a partner at Baringa.

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From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

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.

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#FASuccess Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Nerd's Eye View

Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the

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1,004: Beyond the Casino Floor: A CFO’s Ascent | Efraín Pérez Agosto, CFO, MGM National Harbor

CFO Thought Leader

Efraín Pérez Agosto began his career on the lively casino floors of Puerto Rico, where his fascination with the gaming industry was first sparked. Starting with a succession of jobs, he quickly showcased his analytical prowess and passion for numbers. In search of broader horizons, Agosto relocated to the U.S. when his casino owner set down roots in Indiana.

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Nvidia sees 262% revenue spike as AI demand persists

CFO Dive

“The next industrial revolution has begun,” Nvidia CEO Jensen Huang said during an earnings call last week.

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Adani's fintech play: Gautam Adani likely in talks with Vijay Shekhar Sharma to acquire stake in Paytm's parent co

CFO News

Gautam Adani, chairman of the Adani Group, is reportedly looking into acquiring a stake in One97 Communications, the parent company of Paytm, according to sources cited by The Times of India. Paytm's founder and CEO, Vijay Shekhar Sharma, met with Adani in Ahmedabad to discuss the details of the potential deal.

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Jacobs-led QXO taps Barclays alum as first finance chief

CFO Dive

M&A “heavy hitter” Ihsan Essaid will take the top financial seat as QXO looks to become a market leader in the building product distribution space.

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The 2025 State of Financial Automation

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

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Bharti AXA-SBI Life sale talks collapse, PEs may throw in hat

CFO News

The Indian government is monitoring imports of laptops, tablets, and servers, focusing on 27 companies under the Production linked incentive (PLI) scheme 2.0 for IT hardware. The government is preparing to replace the current import management system with an import authorisation mechanism to make the country a global manufacturing hub.

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#FA Success Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella

Nerd's Eye View

Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the

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Lava appoints Rajesh Sethi as Group CFO

CFO News

In this new role, Sethi will be responsible for leading Lava's financial operations, enhancing financial systems and processes, and steering the company's fiscal strategies to support its growth plans.

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The Mentoring Round | Robert Cornella, CFO, RNDC

CFO Thought Leader

Inside The Mentoring Round, CFO Robert Cornella emphasized the importance of understanding the needs and expectations of different stakeholders within the first 60 to 90 days of a new CFO role. CFO Cornella stresses the significance of not presupposing stakeholder expectations and investing time in understanding their values and ambitions. As a book recommendation, Cornella the submits “Measuring and Managing the Value of Companies,” which he found invaluable during his time in Coca-

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8 Pillars of Leadership Development

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.

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FAME 3 likely to be rolled out soon with Rs 10,000 crore outlay

CFO News

The third edition of the Modi government's FAME scheme, worth Rs 10,000 crore, will focus on electric two-wheelers, three-wheelers, and government buses. The inclusion of electric cars for institutional buyers like taxi aggregators is undecided.

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Tata Sons shares are not transferable, says Trusts

CFO News

SP Group, promoted by the Mistry family, has pledged its entire 18.5% in Tata Sons held through two entities to secure monies from private credit funds such as Ares and Farallon. Additionally, it needs to raise funds for a separate repayment due in three months and refinance existing high-cost borrowings.

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Transition of Input tax Credit: Need for GST Council to take judicious view & enhance ease of doing business

CFO News

The core of the dispute lies in the procedural aspects followed by taxpayers. It is evident that this situation could have been avoided if the CBIC had issued specific instructions and guidelines earlier, or if the GST portal had been designed to prevent such initial challenges.

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ITC hotel demerger plan gets competition watchdog's approval

CFO News

The Competition Commission of India (CCI) has approved the demerger of ITC Ltd's hotel business into a separate entity, ITC Hotels Ltd. The new entity will be listed on stock exchanges after the demerger. ITC will continue to hold a 40% stake, while the remaining 60% will be held by the conglomerate's shareholders. The proposed internal restructuring exercise will not alter market dynamics.

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How to Modernize Manufacturing Without Losing Control

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

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IMF raises China 2024 growth forecast to 5%

CFO News

"China's economic growth is projected to remain resilient at five percent in 2024 and slow to 4.

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Indian IT sees deal tenures shrinking in rich neighbourhoods

CFO News

At least two companies – HCLTech and Birlasoft – have gone on record to say that from the usual 10-12 year deals earlier, long-term arrangements are now ending in four years. Earlier, the tenures ranged between 10-12 years.

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How Jocata is helping financial services industry move from legacy systems to AI-powered solutions

CFO News

Jocata’s low-code platform is driving the future of enterprise lending and embedded finance, says Prashant Muddu, Managing Director & CEO.

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