CFO Dive

JULY 24, 2024

The company will continue to invest in machine learning, AI and new products such as demand forecasting tools following its $490 million IPO, CFO Bill Koefoed said.

Valuation 306

Valuation Forecasting CFO Investments 306

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Full transcript below : ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.

Math 109

Math Investments Finance Marketing 109

CFO Dive

JULY 24, 2024

The tech giant’s shares sank after Porat’s mixed comments about the company’s operating margin outlook.

CFO 284

CFO 284

Global Finance

JULY 24, 2024

Alphabet reached far outside its industry boundaries to recruit its new CFO; Anat Ashkenazi, an Eli Lilly veteran, takes charge of the Google parent’s finances this summer, replacing Ruth Porat, who was promoted to president and CIO. Unusual, yes; the drugmaker and the tech giant have very different lines of business, their cultures are different, and so are their strategic priorities.

CFO 105

CFO Restructuring Manufacturing Finance 105

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.

CFO Dive

JULY 24, 2024

Akhil Shrivastava, a nine-year company veteran, understands “the levers the company can pull to revive growth,” Morningstar analyst Dan Su writes.

Restructuring 282

Restructuring CFO 282

Global Finance

JULY 24, 2024

The nomination of Marcelo Ebrard as Mexico’s minister of economy caps the first major political victory for President-elect Claudia Sheinbaum following her win in the June national elections. Less than a year ago, Ebrard, a high-profile political heavyweight who served as Mexico’s secretary of foreign affairs under outgoing President Andrés Manuel López Obrador (AMLO), was threatening to Sheinbaum’s and López Obrador’s Morena party to run for the presidency on his own.

Economics 85

Economics Marketing Transportation Currencies 85

CFO News

JULY 24, 2024

Seasoned finance expert Robin Banerjee dissects the Union Budget 2024, highlighting its strengths, weaknesses, noise, and hidden gems that could shape India's economic landscape.

Budgeting 76

Budgeting Economics Finance 76

Global Finance

JULY 24, 2024

Corporates and agent banks had a traditionally distant relationship. Not anymore. In the ever-evolving landscape of global finance, the once-muted lines of dialogue between corporates and sub-custodians have transformed into a vibrant exchange. As Richard Anton, chief client officer at CIBC Mellon, tells it, the most fundamental aspects of sub-custodianship have remained somewhat consistent over the years.

Risk Management 52

Risk Management Securities Finance Leverage 52

CFO News

JULY 24, 2024

The government aims to simplify import procedures under Free Trade Agreements (FTAs) by proposing self-certification for proof of origin from FTA nations to claim duty concessions. Currently, importers must present a 'certificate of origin' to qualify for these concessions.

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Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics. With the success of this approach, RMB is our regional winner in Africa and country winner in South Africa.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

Capital CFO LLC

JULY 24, 2024

Learning how to effectively communicate to your funders is vital for nonprofits. It’s not just about the money. By building and nurturing relationships with those who support the mission, nonprofits can create a foundation of trust, commitment, and mutual respect. This, in turn, fuels ongoing support and engagement, which is critical to achieving long-term goals […] The post How to Effectively Communicate to Your Funders appeared first on Capital CFO+.

Communication 52

Communication Nonprofit CFO 52

Global Finance

JULY 24, 2024

Global investors rely on local sub-custodians for services that go beyond trade settlement and safekeeping of assets to include supporting clients as an adviser on local market developments and providing insight into the local regulatory environment. In our 22nd edition of the World’s Best Sub-Custodian Banks, we recognize institutions in 83 countries across the globe that continue to deliver comprehensive post-trade services.

Banking 52

Banking Construction Risk Management Leadership 52

CFO Talks

JULY 24, 2024

Building a Finance Dream Team: Strategies for Attracting Top Talent in Africa Staff Planning and Development: A Key Operational Role for CFOs In the ever-evolving business environment, CFOs are increasingly tasked with not just managing finances but also building effective teams. This article provides practical strategies for CFOs in Africa to attract and retain top talent, focusing on staff planning and development as an essential part of their operational responsibilities Understanding the L

Finance 52

Finance Education Leadership Planning 52

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Leadership

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics. With the success of this approach, RMB is our regional winner in Africa and country winner in South Africa.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

CFO News

JULY 24, 2024

The Indian government's budget focuses on infrastructure, rural outlay, and tax savings, which are expected to boost rural demand for packaged consumer goods and two-wheelers. The budget also aims to create jobs, which will drive consumption in tier-2 and 3 cities. However, the increase in capital gains taxes could impede discretionary spending.

Budgeting 40

Budgeting 40

Global Finance

JULY 24, 2024

Global investors rely on local sub-custodians for services that go beyond trade settlement and safekeeping of assets to include supporting clients as an adviser on local market developments and providing insight into the local regulatory environment. In our 22nd edition of the World’s Best Sub-Custodian Banks, we recognize institutions in 83 countries across the globe that continue to deliver comprehensive post-trade services.

Banking 52

Banking Construction Risk Management Leadership 52

CFO News

JULY 24, 2024

Budget 2024: Relief for GST registered individuals and companies. "The waiver of interest and penalties for tax disputes faced by genuine taxpayers will reduce the financial burden on taxpayers, particularly benefiting small businesses and individual taxpayers who may face cash flow constraints and cannot really afford to litigate," says Siddharth Surana, Director, RSM India.

Budgeting 40

Budgeting 40

Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing

Global Finance

JULY 24, 2024

Corporates and agent banks had a traditionally distant relationship. Not anymore. In the ever-evolving landscape of global finance, the once-muted lines of dialogue between corporates and sub-custodians have transformed into a vibrant exchange. As Richard Anton, chief client officer at CIBC Mellon, tells it, the most fundamental aspects of sub-custodianship have remained somewhat consistent over the years.

Risk Management 52

Risk Management Securities Finance Leverage 52

CFO News

JULY 24, 2024

India is planning to cut GST slabs from four to three to simplify tax classifications, Sanjay Agarwal, Central Board of Indirect Taxes and Customs Chairman, said. Presented on Tuesday, Finance Minister Nirmala Sitharaman's Budget speech highlighted potential GST reformation.

Budgeting 40

Budgeting Finance Planning 40

Global Finance

JULY 24, 2024

Paramount Global, one of the world’s oldest entertainment companies, agreed in July to merge with Skydance—a smaller, newer and more tech-oriented media company. With the acquisition, century-old Paramount gets a younger owner, much-needed cash and most likely a profitable streaming service. Hold on and rewind. Is this not something that was already announced?

Entertainment 52

Entertainment Finance Technology Sales 52

CFO News

JULY 24, 2024

CBDT Chairman Ravi Agrawal said the removal of this tax will act to boost the startup ecosystem in India. He would urge the community to "please come forward, please invest as the country is waiting for your investment, initiatives and innovations" Asked how would a possible case of money laundering through investor funds be tackled after the removal of the Angel tax, he said if such a violation is found or it is detected that the fund has come through "undisclosed" sources, ther

Startups 40

Startups Investments 40

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.

Finance

Global Finance

JULY 24, 2024

Renowned Spanish drugmaker Grifols, known for its plasma-derived medicines, announced on July 4 the appointment of Rahul Srinivasan as its new CFO. Four days later, Canadian investment fund Brookfield Corporation agreed to evaluate a takeover bid for Grifols, with the intent to delist it. The Grifols founding family owns a stake of around 30%, according to the latest data from Spanish securities regulator CNMV.

CFO 52

CFO Corporate Finance Auditing Leadership 52

CFO News

JULY 24, 2024

Budget 2024: The government will not pre-announce its divestment plans to ensure optimal value for public companies, Finance Secretary TV Somanathan said in an exclusive interview with ET NOW on Wednesday. This strategic approach aims to maximize the financial returns from such divestments.

Finance 40

Finance Planning Budgeting 40

Global Finance

JULY 24, 2024

Indian government bonds have been included in the JPMorgan GBI Emerging Market Global Series Index for the first time ever. It was only in April 2020 that the Reserve Bank of India (RBI) removed foreign investment restrictions on certain rupee debt. JPMorgan placed the bonds on watch for inclusion in October 2021. As of June 28, it’s official: 27 Indian G-secs are permitted by the RBI for investments by non-resident investors, under the Fully Accessible Route (FAR) bonds.

Securities 52

Securities Currencies Economics Finance 52

CFO News

JULY 24, 2024

India will shift from targeting a specific fiscal deficit level after 2025-26 to using the debt-to-GDP ratio as the fiscal policy anchor, according to Finance Secretary T.V. Somanathan. The government aims to reduce the fiscal deficit to below 4.

Finance 40

Finance 40

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Nerd's Eye View

JULY 24, 2024

When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts. One of the biggest changes was to eliminate the prior "stretch" treatment of post-death distributions for most non-spouse beneficiaries, who are now subject to the so-called 10-Year Rule requiring beneficiaries to fully distribute inherited retirement accounts by the end of the 10th year following the original account owner's death.

Tax Planning 76

Tax Planning Accounting Securities Planning 76

CFO News

JULY 24, 2024

More parity between FDI and FPI likely; FEMA may see changes to boost investments in India, economic affairs secretary Ajay Seth told ET. Finance minister Nirmala Sitharaman highlighted in her budget speech the need to simplify FDI and overseas investment rules.

Budgeting 40

Budgeting Economics Investments Finance 40

Global Finance

JULY 24, 2024

VOL. 38 NO. 7 This summer issue of the magazine coincides in many parts of the world with very high temperatures and the consequences of a long season of political elections that has touched India, many countries in Europe and the European Parliament, and in November will reach the United States. The political tension continues to rise in the US, especially since President Joe Biden’s withdrawal from the presidential race and his endorsement of Vice President Kamala Harris.

Banking 52

Banking Treasury Cash Management Finance 52