Mon.Apr 14, 2025

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A 3-Meeting Framework To Vet And Establish Productive COI Relationships

Nerd's Eye View

Centers Of Influence (COIs) play a vital role in the growth and service capabilities of a financial advisory firm. When cultivated with care, these relationships can become valuable sources of client referrals and collaborative insight – especially because COIs and advisors often work with similar client profiles. However, establishing these relationships isn't always easy.

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Inflation likely to surge to 3.3% this year: NABE survey

CFO Dive

The rise in price pressures will prove short-lived, according to a survey of economists. Still, inflation will likely persist above the Federal Reserve’s 2% target through next year.

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APAC executives: ESG reporting as a cost rather than an opportunity

Future CFO

Asia Pacific executives are now seeing ESG reporting as a cost rather than an opportunity, according to a recent report by Forvis Mazars. The C-suite Barometer: outlook 2025 Cutting through competition report reveals that the Asia Pacific region has seen a notable decline in sustainability reporting, with only 44% of companies publishing sustainability reports in 2025, compared to 73% in 2024.

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Ex-Girardi CFO sentenced to 10 years in federal prison

CFO Dive

The former finance chief was also ordered to pay $8.9 million in restitution after helping to build “a web of deceit and manipulation,” according to the court.

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Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

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1088: Driving Growth with a Builder’s Mindset | Naeem Ishaq, CFO, Checkr

CFO Thought Leader

It was a first meeting Naeem Ishaq tells us hell never forget: stepping into the Chief Product Officers office at Salesforce, he began pitching a bold new pricing model. Yet the officer cut him off, bluntly telling him to figure out the (numbers) first, then we can talk strategy. Ishaq admits the numbers he had inherited were somewhat messy. Despite the tough feedback, however, he refused to give up.

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Strategic Tax Recovery: A CFO’s Guide to Reclaiming Stability

CFO Plans

Start your journey towards financial stability now – Download Our Strategic Tax Recovery Guide to take control of your tax processes today. Imagine being at the helm of your business, steering through a stormy sea of tax forms, deadlines, and deductions, with the IRS deadline looming like an impending thundercloud. If youre a business owner who has just endured, or is still entangled in, a problematic tax season, take heart.

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Tariff threats spark surge in PC shipments

CFO Dive

As vendors raced to stockpile U.S. inventory, end-users remained cautious during the first quarter of the year, Gartner's Rishi Padhi said.

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Transcript: Anthony Yoseloff, Davidson Kempner CIO

Barry Ritholtz

The transcript from this weeks, MiB: Anthony Yoseloff, Davidson Kempner CIO , 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. ~~~ XXXXX insert transcript here XXXXX ~~~ The post Transcript: Anthony Yoseloff, Davidson Kempner CIO appeared first on The Big Picture.

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Ulta Beauty aims for long-term growth after data, ERP upgrades

CFO Dive

The company’s tech investments cleared the way for generative AI. Executives are working to reap the rewards.

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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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Diesel demand growth falls to lowest since pandemic

CFO News

India's diesel demand growth hit a pandemic-era low in fiscal year 2024-25, rising just 2% to 91.4 million tonnes, as the economy slowed and cleaner fuels gained traction. Electric vehicles, particularly in urban transport and logistics, are increasingly displacing diesel, impacting consumption. Petrol and jet fuel consumption saw stronger growth, reflecting trends in personal transport and aviation.

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Broadening CPA licensure paths: Marching beyond the 150-hour rule

CFO Dive

State changes to licensing rules are chipping away at a decades-old system that has largely required CPA candidates to complete what effectively amounts to a fifth year of schooling.

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Goldman Sachs turns profits amid tariff woes—but 'great uncertainty' signals an increased risk of a recession

CFO News

Goldman Sachs CEO David Solomon has warned that recession risks are mounting and trade war fallout is rattling clients, despite the banks strong Q1 profits. As tariffs unsettle markets, dealmaking has slumped while trading revenue soared. Solomon says the economic environment has markedly changed and expects continued volatility. The bank also flagged upcoming job cut costs.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: The 18 hours that changed Trumps mind on trade : From Tuesday evening to Wednesday afternoon, Trump and his trade advisers spoke to several Republican lawmakers and top foreign leaders who raised concerns about the faltering global markets. ( Washington Post ) When the Bond Market Panics Like This Trumps global tariff war has wiped out more than $5 trillion in equity-market value.

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How Companies Are Navigating Tariff Chaos with GEP’s AI-Powered Procurement Platform

Tariffs are no longer just policy noise. They’re driving real, bottom-line impact. One policy shift and your sourcing strategy is upside down. This bulletin cuts straight to the point. How Market-Leading Companies Are Navigating Tariff Chaos with GEP’s AI-Powered Procurement Platform breaks down how procurement teams are staying ahead of the chaos with real-time insights, smarter sourcing moves and AI-powered agility.

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Depreciating the Rupee can help counter any dumping by China going ahead: Saurabh Mukherjea

CFO News

Saurabh Mukherjea suggests that China's manufacturing advantage, stemming from artificially lowered costs, poses a challenge to democracies. He anticipates China will attempt to flood global markets, including India, necessitating currency depreciation as a countermeasure. Mukherjea believes that India, along with other nations, will negotiate favorable trade deals with America, potentially benefiting the Indian economy.

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How entry of Blinkit, Swiggy, Instamart and Zepto is transforming shopping habits in smaller towns

CFO News

Kiranas largely sell 500-ml to 1-litre pouches, with large packs accounting for less than 10 per cent of sales, it said. "Of course, the platforms are also giving offers, free deliveries and high discounts in these markets to lure consumers, which increases sales of large packs," said Angshu Mallick, chief executive officer of AWL Agri Business.

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Explainer: What AASB’s draft SA 600 means for LLP audits involving multiple auditors

CFO News

With Limited Liability Partnerships (LLPs) growing more complex, how should auditors coordinate when multiple firms are involved? The Auditing and Assurance Standards Board (AASB) of ICAIs draft SA 600 lays out the answers. ETCFO explains what the draft has highlighted.

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Crisil projects 6.5 pc GDP growth for India in fiscal 2026 amid US tariffs

CFO News

While US tariff hikes remain a key risk to growth forecast, global credit rating agency Crisil on Monday projected 6.5 per cent GDP growth for India in fiscal 2026, with risks tilted to the downside.

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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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AI spending in India set to reach $9.2 billion by 2028: Report

CFO News

Artificial intelligence (AI) spending in India is set to grow at 35 per cent annually, reaching $9.2 billion by 2028, a report showed on Tuesday.

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Indian FMCG firms to end FY25 with single-digit revenue, base favourable in FY26

CFO News

FMCG firms in India, on aggregate, should end FY25 with low single-digit revenue as consumer staples stocks have benefited from the flight-to-safe trade recently, a new report has said, adding that the base will remain favourable in FY26.

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Trade tensions, recession fears may push gold prices up by 38 pc this year: Report

CFO News

International gold prices could surge to $4,500 per ounce amid rising trade tensions, up nearly 38 per cent from the current level of $3,247 per ounce, according to a report by Goldman Sachs.

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Nifty projected to reach 25,521 in next 12 months: Report

CFO News

Despite recent global market uncertainties, the Nifty index is likely to touch 25,521 in the next 12 months, according to report released on Monday.

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Procurement Is Navigating a Tech Tsunami (and It’s Upending How You Work)

Procurement is in the middle of a tech tsunami. And if it feels like the old playbooks aren’t working anymore, that’s because they aren’t. Agentic AI. Autonomous procurement. Unified source-to-pay ecosystems. These innovations are converging and transforming how procurement teams operate. The GEP 2025 Procurement & Supply Chain Tech Trends Report breaks it all down.

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Indian stock market set for data-driven outcomes this week

CFO News

The current week is poised to be a crucial one for global markets, including the Indian benchmark indices, as inflation, industrial activity and employment data line up across the world's largest economies, a report said on Monday.

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Cashfree Payments appoints Piyush Anchliya as CFO

CFO News

Cashfree Payments has named Piyush Anchliya as its new CFO, tapping his 15 years of global expertise to steer financial strategy. The move comes as the company secures key RBI licenses and $53M in funding to fuel its next phase of expansion.

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Recovery in domestic demand, healthy rabi output & easing inflation to boost consumption further: Crisil

CFO News

India's domestic demand is showing signs of recovery, supported by several positive developments, according to a recent report by Crisil.

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Govt to provide major part of ₹10000 crore startup fund to sectors like new age tech, AI

CFO News

The 2016 scheme was set up to catalyse venture capital investments and is operationalised by the Small Industries Development Bank of India (SIDBI), which provides capital to Securities and Exchange Board of India (Sebi)-registered AIFs, which in turn invest in startups.

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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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India targets 300 million new users for UPI payments platform

CFO News

India aims to onboard millions to its Unified Payments Interface (UPI) and promote its global adoption. NPCI plans to add 200-300 million users by introducing delegated accounts and expanding features. While UPI's popularity surges, discussions around reinstating transaction fees to ensure viability are ongoing, potentially impacting future growth.

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It’s India’s fault local startups are trailing China

CFO News

Piyush Goyal criticized Indian startups for focusing on consumer-facing services rather than deep tech and manufacturing, contrasting them with Chinese counterparts. While his assessment of the sector's focus is accurate, the blame lies with the Indian government's failure to create a supportive environment for manufacturing and innovation in crucial sectors.

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Amid tariff brawl, oil prices may not fall to 2015-16 level: BPCL

CFO News

BPCL's finance chief, Vetsa Ramakrishna Gupta, anticipates oil prices to remain stable in the near term, fluctuating between $60-70 per barrel as US tariff uncertainties resolve.

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