Tue.Nov 12, 2024

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Transforming Audit Readiness into a Strategic Advantage

E78 Partners

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience. From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. 1.

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Small business optimism rose before election despite uncertainty: NFIB

CFO Dive

Nine out of the 10 factors that determine the NFIB’s optimism index increased last month, including the outlook for business conditions.

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4 Types of Budgeting Methods and their Pros and Cons

The Finance Weekly

Budgeting —it’s a process that every organization needs, yet it can look vastly different depending on which approach you take. While some businesses stick to tried-and-true methods, others prefer more modern approaches that align closely with specific goals, customer value, or efficiency needs. With so many options out there, choosing the right budgeting method can feel overwhelming.

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Xactly CFO looks to non-finance talent to fill accounting gaps

CFO Dive

Teaching employees without a traditional finance background to speak the language can help circumvent ongoing talent shortages, CFO Jason Godley said.

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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.

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CFOs, finance teams key to building resilience vs climate disruptions

Future CFO

Chief financial officers and finance teams are now regarded as essential to building climate resilience through risk-based planning and sustainable business strategies. This is following a recent report by the Association of Chartered Certified Accountants that revealed a concerning situation on organisational preparedness against climate disruptions.

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Investing in a sustainable future

Future CFO

Asset owners can pursue net zero strategies to ensure not only a sustainable planet but also resilient, future-proof portfolios, integrating climate-related objectives into every stage of the investment cycle to unlock new opportunities, mitigate risks, and align with global climate goals. In this video, one can learn how climate and sustainability objectives have become central components of future-oriented financial planning for asset owners and managers.

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Wall Street year-end bonuses forecast to jump as much as 35%

CFO Dive

For the first time since 2021, banks are gearing up to give bigger end-of-year bonuses to many employees, Johnson Associates says.

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Al Ahli Bank Reimagines Banking with Digital-First Strategy

Global Finance

Global Finance: What are the main goals of ABK’s digital transformation strategy, and what steps are you taking to achieve them? Khalil Al-Qattan: ABK’s customer-centric, digital transformation strategy focuses on enhancing the customer experience, improving operational efficiency, and staying competitive in a rapidly evolving market. We’re reimagining the banking experience by investing in a range of cutting-edge customer-facing and backend tools, including our mobile app, voice biometrics, and

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Bolstering your cyber defenses in the age of AI

CFO Dive

Generative AI’s ability to create persuasive deepfakes is just one example of the risks it poses when in the hands of fraudsters, writes Deloitte’s Ryan Hittner.

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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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Understanding and Managing Business Risks: Lessons from Hurricane Helene

CFO Simplified

Don’t Tell me what I need for my Business! We not only think about what we want our companies to be, but we have an image of what our companies are and the issues that they face. Sometimes they are based in things that we experience every day, but sometimes these are rooted in our dreams and aspirations. What we see, or think we see, is impacted by the lens through which we view our world.

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Members’ Profile: Jean-Claude Marais

CFO Talks

Members’ Profile: Jean-Claude Marais In this edition of CFO Club Africa’s Members Spotlight, we are introducing Jean Claude Marais, a seasoned finance professional whose career reflects a blend of expertise, ambition, and leadership. As the current Partner at Marais Mutasa and the Director of International Relations at JCI Sandton, Jean Claude has cultivated a diverse portfolio of roles that have shaped his path in the world of finance and business.

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Developing countries must not leave Baku empty-handed: UN Secretary-General

CFO News

At COP29, UN Secretary-General Antonio Guterres urged world leaders to deliver substantial climate finance to developing nations, emphasizing their disproportionate suffering from climate change despite contributing less to emissions. He proposed a five-point plan to bridge the finance gap and ensure vulnerable countries have resources for climate action, warning that failure to do so would mean a failed summit.

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Transforming Audit Readiness into a Strategic Advantage

E78 Partners

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience. From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. 1.

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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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SC junks Sebi plea against SAT Relief to RIL, Ambani brothers

CFO News

The Supreme Court dismissed SEBI’s appeals against penalties on Reliance Industries and its promoters, which were quashed by the Securities Appellate Tribunal (SAT).

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Transforming Audit Readiness into a Strategic Advantage

E78 Partners

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This article provides a deeper look at the steps CFOs can take to create a seamless, streamlined audit experience. From prioritizing critical documentation to engaging with internal stakeholders, these deeper insights will help ensure your audit readiness efforts are effective and align with overall business goals. 1.

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Sebi eases FPI registration process

CFO News

​To facilitate ease of onboarding of foreign portfolio investors and reduce duplication of available information, Sebi has said applicants can choose to fill either the entire common application form or an abridged version with unique fields.

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Understanding and Managing Business Risks: Lessons from Hurricane Helene

CFO Simplified

Understanding and Mitigating Business Risks: Lessons from Hurricane Helene The financial devastation caused by Hurricane Helene in 2024, which led to $160 billion in economic losses, offers crucial insights into how business owners should think about risk management and preparedness. While natural disasters like hurricanes are region-specific, the types of risks and business vulnerabilities exposed during these events apply unilaterally to all business owners, regardless of industry or location.

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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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FCF Bank Monitor – Q3 2024 published

Fox Corporate Finance

On a biannual basis, FCF publishes its FCF Bank-Monitor. The FCF Bank-Monitor is a research report, based on publicly available data, on the most active and largest 22 banking institutions addressing the German and Austrian. Read more The post FCF Bank Monitor – Q3 2024 published appeared first on FCF Fox Corporate Finance GmbH.

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Don’t Tell me what I need for my Business!

CFO Simplified

Don’t Tell me what I need for my Business! We not only think about what we want our companies to be, but we have an image of what our companies are and the issues that they face. Sometimes they are based in things that we experience every day, but sometimes these are rooted in our dreams and aspirations. What we see, or think we see, is impacted by the lens through which we view our world.

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India's infrastructure push to be among largest in 21st century: KPMG

CFO News

India is likely to see implementation of one of the biggest infrastructure programmes in 21st century, amongst the largest economies and creating fiscal sources of capital would be key to this initiative, according to a KPMG report.

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Don’t Tell me what I need for my Business!

CFO Simplified

Don’t Tell me what I need for my Business! Business professional analyzing data charts and graphs on a wall to make strategic decisions and insights, back view in office setting. We not only think about what we want our companies to be, but we have an image of what our companies are and the issues that they face. Sometimes they are based in things that we experience every day, but sometimes these are rooted in our dreams and aspirations.

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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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Adani's renewable energy ecosystem wows European ambassadors

CFO News

Four European ambassadors recently toured Adani Group's renewable energy projects in Gujarat. Gautam Adani, Chairman of the Adani Group, hosted the diplomats. The diplomats visited the world's largest renewable energy park in Khavda. They also explored the manufacturing facilities at Mundra Port. Adani outlined the group's plans to scale up green hydrogen production.

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#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer

Nerd's Eye View

Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.

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Quess Corp's open job mandates decline; Group CFO says firm on track for steady growth in H2 amid challenges

CFO News

Quess Corp is poised for steady growth in FY25, driven by its diversified business model, margin expansion, and strategic initiatives, despite regulatory challenges and a softening job market, says Group CFO Kamal Pal Hoda.

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4 tech issues to watch in Trump’s second term

CFO Dive

AI, cloud and cybersecurity policies are in the spotlight ahead of the forthcoming Trump administration.

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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.