CFO Dive

JANUARY 27, 2025

A supportive, tech-forward work culture can help retain younger entrants to the accounting profession, Wolters Kluwer’s Dean Sonderegger said.

Accounting 293

Accounting 293

Nerd's Eye View

JANUARY 27, 2025

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. The process can be particularly time-consuming when data is stored across multiple systems (or, worse, on paper) and must be manually transferred between software programs, such as scheduling tools and CRMs.

Leverage 83

Leverage Communication Auditing Compliance 83

CFO Dive

JANUARY 27, 2025

Pulling forward purchases from Mexico and Canada is one of the ways that finance leaders can mitigate the impact of tariffs that are expected to be imposed next month, KPMG’s Andrew Siciliano said.

Planning 304

Planning CFO Finance 304

CFO Talks

JANUARY 27, 2025

David Wray: Navigating ESG, Sustainability, and the Evolving Role of CFOs In a recent CFO Club podcast episode, Nicolas van Wyk had an insightful discussion with David Wray, a seasoned CFO and expert on ESG (Environmental, Social, and Governance). David shared his unique perspectives on the evolving demands of the CFO role, sustainability, and global standards, offering invaluable advice to financial leaders.

CFO 52

CFO Auditing IFRS Accounting 52

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.

Leverage

CFO Dive

JANUARY 27, 2025

Unpredictable cloud bills, outdated software licenses and shadow IT frustrate FinOps efforts, according to Apptio.

Budgeting 144

Budgeting 144

Barry Ritholtz

JANUARY 27, 2025

The transcript from this weeks, MiB: Mike Freno, Barings Chairman and CEO , 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. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

Future CFO

JANUARY 27, 2025

In 2025, Gartner says chief financial officers (CFOs) are expected to continue to lead transformation to improve the finance function, driving enterprise profitably into an AI-enabled future. However, in the road to success, CFOs are faced with mounting risks stemming from AI, global conflicts, climate change, cyberthreats, elections and new regulatory pressures which add complexity to planning and uncertainty to decisions.

CFO 52

CFO Finance Investments Planning 52

CFO Thought Leader

JANUARY 27, 2025

In our conversation with Karen Williams, CFO of American Express Global Business Travel lobal Business Travel, we learn how she navigated the leap from a family-owned businesse to a major corporation. She shares the critical lessons she gained about building relationships and networks, especially as an introvert, and how perseverance fuels career acceleration overall.

CFO 52

CFO Corporate Finance Finance 52

CFO Plans

JANUARY 27, 2025

Start Optimizing Your Financial Strategy Now to navigate today’s whirlwind business environment with confidence. Financial decisions can feel like a complex maze for business owners. The challenge of determining where to focus financial resources for maximum ROI is akin to solving a puzzle. However, by honing in on key revenue drivers and employing strategic financial management, businesses can unlock significant growth and profitability.

Prioritization 52

Prioritization CFO Concentration Planning 52

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.

Finance

CFO Thought Leader

JANUARY 27, 2025

Inside The Mentoring Round, Flywire CFO Cosmin Pitigoi emphasizes the critical importance of well-structured data in leveraging AI effectively. He compares unstructured data to a “big bucket of Lego,” highlighting that without proper organization and clear definitionssuch as what constitutes a customerAI models may fail to provide meaningful insights.

CFO 52

CFO Leverage Numbers 52

CFO News

JANUARY 27, 2025

Indian Prime Minister Modi is investing billions in struggling state-run firms, diverting from prior privatisation plans. Notable investments include a $1.3 billion plan for steel producer Rashtriya Ispat Nigam Ltd and a $230-$350 million infusion for helicopter operator Pawan Hans. The privatisation slowdown is partly driven by political pressures and expectations that some firms can be made profitable.

Planning 40

Planning Investments 40

CFO Dive

JANUARY 27, 2025

Business economists identified lack of clarity over the implementation of Trump administration policies as the top short-term risk to the outlook.

270

270

CFO News

JANUARY 27, 2025

"Without the support of the appropriate policy measures, especially accelerating overall economic growth, which in turn needs a strategy to improve the supply chain as well as strengthen the aggregate demand we simply cannot dream of becoming the Vikasit Bharat. These twin issues cannot be addressed without appropriate fiscal measures to incentivize the investors and simultaneously strengthen purchasing power in the hands of people.

Budgeting 40

Budgeting Economics 40

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.

Financial Data

Barry Ritholtz

JANUARY 27, 2025

My back-to-work morning train WFH reads: The World Is Getting Riskier. Americans Dont Want to Pay for It. California is a microcosm of what happens when insurance breaks down: Either households face potential ruin, or the public is handed a financial time bomb. ( Wall Street Journal ) 7 charts that explain why Americans are unhappy with the economy : Some statistics illustrate why Americans still feel crunched even though traditional metrics make economic conditions seem strong.( Washington Po

Leadership 52

Leadership Securities Economics Investments 52

CFO News

JANUARY 27, 2025

Union Budget 2025: Finance Minister Nirmala Sitharaman faces challenges in Budget 2025-26 while continuing to focus on infrastructure, fiscal prudence, and welfare schemes for women, youth, farmers, and the underprivileged. Increased funding for programs like PM-Kisan, Mudra Yojana, and Garib Kalyan Yojana is anticipated to drive inclusive growth amid global economic uncertainties and fiscal constraints.

Budgeting 40

Budgeting Economics Finance 40

CFO News

JANUARY 27, 2025

With Union Budget 2025 on the horizon, will the government finally address the complexities of the GST system? Experts are urging reforms, including a simplified tax structure, enhanced digital tools for compliance, and the operationalization of the GST Appellate Tribunal to boost economic efficiency.

Compliance 49

Compliance Budgeting Economics 49

CFO News

JANUARY 27, 2025

Jay Sahal: Sahal will take over from Ramaseshan K as CFO. Sahal previously served as CFO at Yellow.ai.

CFO 45

CFO 45

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.

Forecasting

CFO News

JANUARY 27, 2025

IIFL-TAX-India tax authorities conduct searches at IIFL group companies, sources say

40

40

CFO News

JANUARY 27, 2025

The NSE Nifty Smallcap 250 Index was on course to enter a bear market after losing more than 3% early in Tuesdays session. It sank 3.7% on Monday. Small- and mid-cap stocks seem to be bearing the brunt of the latest slide as risk-off moves deepen.

Marketing 40

Marketing 40

CFO News

JANUARY 27, 2025

Tech-sector titans as a group saw $94 billion of wealth evaporate roughly 85% of the Bloomberg indexs total decline. The Nasdaq Composite Index fell 3.1%, and the S&P 500 dropped 1.5%.

40

40

CFO News

JANUARY 27, 2025

Foreign portfolio investors (FPIs) sold shares worth 1.51 lakh crore during the December quarter and another 67,000 crore since January 1. A basis point is a hundredth of a percentage point.

40

40

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

Accounts Payable

CFO News

JANUARY 27, 2025

India is reconsidering its financial aid to the Maldives after the island nation implemented a free trade agreement with China, leading to potential revenue losses. India's previous support helped stabilize the Maldivian economy. However, future aid hinges on transparency regarding the Maldives' debt exposure and economic reforms by President Mohamed Muizzu.

Economics 40

Economics 40

CFO News

JANUARY 27, 2025

The regulator has appointed Ram Kumar, a former chief general manager at Punjab National Bank, as the Administrator. The regulator also plans to apply to the National Company Law Tribunal (NCLT), New Delhi, to appoint the Administrator as the Insolvency Resolution Professional.

Planning 40

Planning Banking 40

CFO News

JANUARY 27, 2025

The rupee's recent depreciation against the US dollar has boosted Indian IT companies' profitability in Q3 2024. However, the unpredictable movement of other currencies like the euro and pound, coupled with rising operational costs and visa challenges, pose significant risks. While a weaker rupee offers short-term gains, it also complicates hedging strategies and long-term planning.

Currencies 40

Currencies Planning 40

CFO News

JANUARY 27, 2025

As the Union Budget 2025 approaches, Nasscom urges the creation of a central deeptech fund and changes to safe harbour rules to support tech innovation. Additionally, they propose extending ESOP tax payment deferments to all DPIIT-recognized startups, enhancing benefits for eligible employees.

Budgeting 40

Budgeting Startups 40

Advertisement

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.

Reconciliations