Wed.Mar 19, 2025

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2024 Private Equity Report: Key Takeaways for Operating Partners

E78 Partners

The 2024 U.S. Private Equity (PE) Middle-Market Annual Report highlights a year of recovery, strategic shifts, and emerging opportunities. For PE operating partners and board members navigating 2025s dynamic market conditions, several themes stand out. This analysis underscores critical takeaways for those leaders shaping investment strategies. Market Recovery and Deal Flow The middle-market PE space rebounded significantly in 2024 following the challenges of 2023.

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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Hi everyone! My name is Anna, and I am an FP&A-holic. Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career.

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Trending Sources

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Deloitte, HPE team up to offer AI agents for finance teams

CFO Dive

“We're transforming financial operations together and will be able to bring that experience to our joint customers," HPE CFO Marie Myers said.

Finance 258
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If You Never Look Back, How Do You Know Where You Messed Up?

CFO Talks

If You Never Look Back, How Do You Know Where You Messed Up? Great leaders are not born; they are made through constant learning and reflection. Self-reflection is one of the most powerful tools a leader can use to improve their decision-making, communication, and overall effectiveness. But what does self-reflection actually mean for leaders, and how can it be practised in a meaningful way?

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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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Fed holds main rate steady, forecasts higher inflation, slower growth

CFO Dive

Policymakers said in a statement that inflation remains “elevated” while “uncertainty around the economic outlook has increased.

More Trending

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Etsy grants new CFO inducement stock award

CFO Dive

The approved inducement grant comes as Etsy targets a stickier app experience as part of a strategy to reverse an ongoing trend of declining sales.

CFO 170
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Morningstar: How Not to Invest

Barry Ritholtz

I chatted with Morningstar’s Christine Benz and Amy C. Arnott about the new book — they ask a lot of great questions. We discussed conceptual frameworks, how investing canbe like physics or law, and what made me write the book. It was a really good convo… Full transcript here. Source : Barry Ritholtz: How Not to Invest Christine Benz and Amy C.

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Corpay CAO steps up as CFO exits for nonprofit

CFO Dive

Alissa Vickery is taking over as interim CFO as Tom Panther has left the company to become CFO of the National Christian Foundation.

CFO 170
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Business insolvencies in APAC set to rise in next two years, report says

Future CFO

Business insolvencies in the Asia-Pacific region are expected to keep rising in the coming two years, according to a report by trade credit insurer Allianz Trade. In its Global Insolvency Report, Allianz Trade is forecasting a 5% and 6% rise in 2025 and 2026, respectively, with the region ending 2024 with higher-than-expected increases in most markets.

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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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CIOs, CFOs clash over tech ROI, innovation budgets

CFO Dive

More CFOs describe tech spending as “excessive” than CIOs, one sign of friction between technology and finance leaders.

Budgeting 152
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NFRA may investigate IndusInd's derivative crisis, monitoring the situation

CFO News

Amid growing concerns over IndusInd Banks derivatives portfolio discrepancies, NFRA and ICAI are at odds over regulatory jurisdiction. While ICAI's president stated last week that they may review the bank's financial statements suo motu, a senior official told ETCFO that NFRA is also monitoring the issue and will take action at the right time. Whats at stake as both bodies scrutinize the banks financial health?

Banking 49
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Four Questions To Discover ‘Actual’ Risk Tolerance Differences In Couples

Nerd's Eye View

Measuring a client's risk tolerance is both an art and a science. Beyond assessing how a client feels in the moment, advisors must evaluate a client's long-term behavioral tendencies, actual risk capacity, and financial goals – all of which require considerable time and skill. These dynamic complexities multiply when working with couples, where each partner has unique preferences and traits and may influence the other's risk-taking behaviors.

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Fitch Retains India's GDP Forecast at 6.5% for FY26

CFO News

Fitch Ratings has maintained India's GDP forecast for FY26 at 6.5%, with anticipated growth driven by increased consumer spending and government expenditure. Business confidence remains strong, and inflation is expected to decline to 4% by the end of December. The agency also projects a pickup in capital spending in FY26 and FY27.

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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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Economy resilient amid global uncertainties: RBI report

CFO News

India's economy shows strong resilience amid global uncertainty, driven by robust agricultural output and recovering consumption. Inflation has moderated, and key sectors remain buoyant. However, risks such as trade tensions and potential global slowdown pose threats to sustainability.

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Hargreaves Lansdown CFO Amy Stirling to step down amid acquisition developments

CFO News

Hargreaves Lansdown CFO Amy Stirling is stepping down after three years, staying on during the transition. Meanwhile, the company will delist from the London Stock Exchange in March 2025 amid its acquisition by Harp Bidco Limited.

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Creditors take 99% haircut in Reliance Infrastructure Consulting and Engineers

CFO News

The NCLT has approved the resolution plan for Reliance Infrastructure Consulting and Engineers, marking an end to its insolvency process. Investors will recover only 0.09% of their claims. ACME Cleantech Solutions Private Limited will merge with the debt-ridden entity, and creditors are expected to be paid within 30 days.

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Fintech sees early green shoots as growth-stage deals pick up

CFO News

The fintech investment landscape is reviving, with growth-stage deals attracting over $550 million in 2025. Regulatory clarity, emerging wealth-tech opportunities, and major IPOs from firms like PhonePe and Groww are boosting investor confidence in the sector.

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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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Prologis to invest $1 billion in India, doubling its logistics real estate footprint

CFO News

The global logistics giant plans to develop 6 million sq ft of warehousing space in five major cities, eyeing India's booming logistics and data centre markets.

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IT industry faces sluggish growth: Analysts

CFO News

Growth in India's IT sector is projected to remain modest due to macro-economic challenges and technology transitions. Analysts at Morgan Stanley and Jeffries have downgraded their outlook on the sector, citing lower revenue growth forecasts and potential devaluation risks despite emerging tech opportunities.

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Foreign selling in Indian stocks continues unabated in first half of March

CFO News

Foreign investors continued to offload Indian stocks, with the IT and consumer goods sectors experiencing significant selling in March. Concerns over the U.S. and Indian economies led to $3.5 billion in net sales, causing substantial declines in key indices. Recent policy measures failed to attract investors.

Sales 40
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Household savings flow to financial market could pose risks, says finance ministry

CFO News

The finance ministry has informed the Parliament about the risks households face when shifting deposits from banks to market-linked products in search of higher returns. The committee also discussed liquidity concerns, FDI in insurance, grievance redressal, and the activation of Jan Dhan accounts.

Finance 40
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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.

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ICICI Securities shareholders could face a tax jolt

CFO News

The brokerage's shares will trade on domestic bourses for the last time on Friday. As part of the scheme of arrangement, ICICI Bank will issue 67 shares for every 100 equity shares of ICICI Securities held by shareholders.

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Form panel on pending tax appeals: House Committee

CFO News

A parliamentary panel has urged the revenue department to form an expert panel to tackle the issue of 621,000 pending tax appeals, involving 29.79 lakh crore. The panel emphasized addressing manpower shortages and enhancing the data segregation of Personal Income Tax (PIT) for more accurate assessment.

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Household savings flow to financial market could pose risks, says finance ministry

CFO News

The finance ministry has informed the Parliament about the risks households face when shifting deposits from banks to market-linked products in search of higher returns. The committee also discussed liquidity concerns, FDI in insurance, grievance redressal, and the activation of Jan Dhan accounts.

Finance 40
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Policymakers must balance rising prices due to tariffs & currency depreciation: RBI Bulletin

CFO News

The Indian economy is exhibiting resilience despite escalating trade tensions and global uncertainties. The Reserve Bank of India highlights the tightrope policymakers face balancing rising prices from tariffs and currency depreciation with downward inflation pressures from an economic slowdown. Agriculture sector performance and improving consumption remain robust.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?