Mon.Jan 27, 2025

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Culture, tech key to accounting talent retention: Wolters Kluwer

CFO Dive

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

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Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Nerd's Eye View

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.

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Trending Sources

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5 CFO tips for tariff scenario planning

CFO Dive

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.

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1066: How Language Barriers and Data Shortfalls Propelled a Life in Numbers | Cosmin Pitigoi, CFO, Flywire

CFO Thought Leader

Arriving at a high school in Cape Town, South Africa, without speaking English, Cosmin Pitigoi faced an immediate communication challenge. Yet he refused to be deterred, immersing himself in language studies and expanding his vocabulary so he could thrive in the classroom. Years later, that same resolve reemerged in eBays IR function, where Pitigoi realized the company’s available data was falling short in communicating the breadth of eBay’s story.

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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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Tech execs grapple with budget sinkholes as AI drives up spend

CFO Dive

Unpredictable cloud bills, outdated software licenses and shadow IT frustrate FinOps efforts, according to Apptio.

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More Trending

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Gartner: CFOs must scale up in business partnership

Future CFO

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.

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Ep 3: Building Networks, Managing Cash, Embracing Diversity

CFO Thought Leader

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.

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Navigating Financial Decisions in a Fast-Paced Business World

CFO Plans

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.

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The ‘Lego’ Approach to Data: Flywire CFO Discusses AI Strategy

CFO Thought Leader

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.

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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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Modi govt said to ditch privatisation plans, pour billions in state-run firms

CFO News

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.

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David Wray: Navigating ESG, Sustainability, and the Evolving Role of CFOs

CFO Talks

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.

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Union Budget 2025: The critical factors concerning India’s economy that must not be ignored

CFO News

"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.

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Wage growth indicator falls to lowest level since April 2021: NABE

CFO Dive

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

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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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Women, youth, farmers and poor can continue to be Budget 2025's ‘roti, kapda aur makan’

CFO News

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.

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10 Monday AM Reads

Barry Ritholtz

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

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Budget 2025: India Inc seeks GST overhaul: simplified rates, digital tools, and compliance ease

CFO News

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.

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Movate appoints Jay Sahal as CFO

CFO News

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

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

CFO News

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

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India's smallcap index plunges 20% from September high

CFO News

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.

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World’s richest people lose $108 billion after DeepSeek selloff

CFO News

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%.

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Local & Vocal: FIs may soon hold more stake than FPIs in India Inc

CFO News

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.

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.

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India reviews support to Maldives as Male's China FTA comes into force

CFO News

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.

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RBI dissolves Aviom Housing board, to initiate IBC process

CFO News

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.

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Rupee and dollar movement to keep IT margins on edge

CFO News

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.

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Budget 2025: Tech industry pushes for deeptech funding and safe harbour reforms and more

CFO News

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.

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The AI Race Isn’t Just About Tech Superiority – Its the Supply Chain, Stupid!

The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.

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Budget 2025: Can Sitharaman make gold more affordable for the middle class?

CFO News

Union Budget 2025: Jewellers and bullion dealers urge Finance Minister Nirmala Sitharaman to facilitate gold purchases via EMI for the middle class, allocate funds for artisan upskilling, and appoint a single regulator for the gold market. They also seek reduced import duties and tax rates to boost the sector's growth and support job creation and exports.

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Godrej Enterprises Group to invest over Rs 1,200 cr on digital solutions, tech platforms

CFO News

Godrej Enterprises Group will invest over Rs 1,200 crore in digital solutions and AI technologies over the next three to five years to enhance customer experience and organizational capabilities. The company aims to offer a unified customer experience, expand its e-commerce presence, and provide extensive skills training to employees, ensuring continuous growth and development.

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Salaried class likely to get some relief from Finance Minister Nirmala Sitharaman in Union Budget 2025-26

CFO News

The current tax structure, with a basic exemption limit of Rs3,00,000 under the new tax regime, has drawn criticism for being outdated in the face of escalating living costs.