CFO Dive

JANUARY 21, 2025

Microsoft and SAP are among software giants that have begun rolling out AI agents, with further innovations expected in the year ahead.

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SAP Finance 300

Nerd's Eye View

JANUARY 21, 2025

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsource

Tax Planning 83

Tax Planning Planning Investments 83

Future CFO

JANUARY 21, 2025

Forty-nine percent of investors in Singapore are expecting the economy to grow in the coming 12 months, according to a survey by PwC. The 2024 Global Investor Survey , which polled respondents who invest in Singapore rank macroeconomic volatility as the top concern at 51%, followed by cyber risks (49%) and geopolitical conflicts (45%). Eighty-eight percent of investors in Singapore agree that the ability of a company to manage through a crisis is an important factor in their investment decision-

Economics 52

Economics Investments Technology 52

CFO Talks

JANUARY 21, 2025

How Project Management Can Help You Crush Financial Goals Lets face itfinancial goals dont always spark joy. Who gets excited about phrases like “cost reduction” or “profit margin improvement”? But heres the twist: when you approach financial targets with the right mindset and the superpowers of project management, it stops being a dry numbers game and becomes a dynamic, almost thrilling, adventure.

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Budgeting Planning Invoicing Risk Management 52

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.

Marketing

CFO Thought Leader

JANUARY 21, 2025

Inside The Mentoring Round, CFO Russ Keefe highlights the metrics and tools fueling Corelights growth. He underscores the significance of Net Promoter Score and gross dollar retention for tracking customer expansions, and explains burn-to-NAR, a metric blending growth with efficiency. Keefe also details how the company integrates AIboth in product development and internal processesemphasizing that the quality of data underpins successful machine learning.

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CFO Leadership Finance Technology 52

CFO Thought Leader

JANUARY 21, 2025

Stacy Tumarkin unexpectedly found herself stepping into the CFO seattwiceearning the moniker The Accidental CFO. Early in her career, she worked at a hedge fund, diving headfirst into uncharted responsibilities when a mentor urged her to stretch beyond strict accounting roles. I was only 26 when I first became CFO, Tumarkin tells us, recalling how imposter syndrome quickly followed.

CFO 52

CFO Finance Prioritization Leadership 52

CFO News

JANUARY 21, 2025

India remains a leading global investment destination, but can CEOs hold onto their optimism amid challenges such as AI integration and climate change? PwCs latest survey sheds light on Indias business outlook, revealing key trends and challenges. Here's a closer look.

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Investments 75

Reval

JANUARY 21, 2025

LONDON 21 January 2025: ION, a global leader in trading and workflow. The post ION joins International Securities Lending Association appeared first on ION.

Securities 59

Securities 59

Focus CFO

JANUARY 21, 2025

According to the USDA, more than 47 million people 7 million of whom are children in the United States are facing food insecurity.

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Advertisement

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CFO News

JANUARY 21, 2025

Deloitte India revised its 2024-25 GDP growth projection to 6.5-6.8% amid global trade uncertainties. The economy faces challenges with lower-than-expected Q2 growth (5.4%), lagging government capex, election uncertainties, and high inflation. However, strong rural consumption and a thriving services sector show resilience.

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Barry Ritholtz

JANUARY 21, 2025

The transcript from this weeks, MiB: Jonathan Clements on Why Dying is Hard Work , 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. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.

Investments 59

Investments Finance Education Marketing 59

CFO News

JANUARY 21, 2025

India Economic Growth: India's Economy Slows Down Just When It Was Supposed to Speed Up

Economics 45

Economics 45

CFO Talks

JANUARY 21, 2025

The Culture of Excuses: Why They Have No Place in a High-Performing Team When assembling a team, one principle must remain steadfast and non-negotiable: excuses have no place. Excuses undermine progress, subtly disrupt momentum, and create obstacles that prevent leaders from overcoming the crucial early hurdles every venture faces. To build a high-performing team, leaders must eliminate the culture of excuses and foster a mindset of accountability, adaptability, and ownership.

Problem Solving 52

Problem Solving Construction Accounting Communication 52

Advertiser: Paycor

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Leadership

CFO News

JANUARY 21, 2025

The agency launched an investigation into Alphabet Inc's Google in 2022 on suspicion it had abused its dominant position by requiring Indonesian app developers to use Google Pay Billing, at higher rates than other payment systems, or face removal from the Google Play Store.

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CFO Dive

JANUARY 21, 2025

Former Treasury Secretary Janet Yellen was a driving force behind talks led by the OECD that resulted in more than 130 countries agreeing to implement global tax rules in 2021.

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Treasury 345

CFO News

JANUARY 21, 2025

As MSME exporters continue to grapple with access to credit issues, experts believe formalising the sector along with changing lending mindset can provide a lot of respite to the sector.

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Budgeting 40

CFO Dive

JANUARY 21, 2025

The appointment likely signals a loosening of the SEC’s cyrptocurrency policy during the second Trump presidency.

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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

Manufacturing

CFO News

JANUARY 21, 2025

The primary factors driving the global rise in bond yields include persistent inflation, wage growth in advanced economies, increased bond issuance to cover fiscal deficits, and central bank quantitative tightening.

Banking 40

Banking 40

CFO Dive

JANUARY 21, 2025

The president’s executive order freezes all funding related to the 2015 global climate treaty and also rescinds the nation’s International Climate Finance plan.

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Finance Planning 144

CFO News

JANUARY 21, 2025

E-commerce companies like Zomato and Blinkit are increasingly turning to 3PL providers to streamline operations and reduce costs. In 2024, 3PL providers leased significantly more space, indicating their growing importance. Large deals in warehousing are mostly driven by 3PL firms and engineering sectors.

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CFO Dive

JANUARY 21, 2025

The move, which fulfills a Trump campaign pledge, potentially signals a less restrictive AI policy under his administration.

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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

CFO News

JANUARY 21, 2025

While Mudra loans continue to support entrepreneurship, especially among women and lower-income segments, the broader retail lending market is grappling with contagion risks from defaults in unsecured loans.

Retail 40

Retail Marketing 40

CFO News

JANUARY 21, 2025

India Incs revenue growth for the quarter ended December 2024 is estimated to have declined by 80-90 basis points year-on-year to 4-6%, according to an analysis of over 400 companies accounting for nearly half of the listed market capitalisation.

Accounting 40

Accounting Marketing 40

CFO News

JANUARY 21, 2025

Quick commerce company Zepto is considering increasing the size of its public offering from $800 million to $1 billion, including secondaries, sources told us. In recent weeks, CEO Aadit Palicha discussed Zeptos listing plans with top mutual funds.

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Startups Planning 40

CFO News

JANUARY 21, 2025

Reliance Consumer Products (RCPL) is set to acquire SIL, a packaged foods brand known for products like cooking pastes, jams, and sauces. The acquisition will enable RCPL to expand its national distribution and compete with major players such as HUL and Tata Consumer. RCPL aims to offer competitively priced products and enhance trade margins for retailers.

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Planning Retail 40

Advertiser: GEP

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CFO News

JANUARY 21, 2025

Pankaj Munjal, Managing Director of Hero Cycles, announced the company's impending billion-dollar investment. During the World Economic Forum in Davos, he hinted at entering the electric vehicle category. Additionally, Union Minister Chirag Paswan declared a USD 250 million investment from AB InBev in India's beverage sector, reflecting rising investments in India.

Investments 40

Investments Economics 40

CFO News

JANUARY 21, 2025

SEBI Chairperson Madhabi Buch has highlighted the importance of providing sufficient information in Initial Public Offering (IPO) documents, particularly regarding pricing, to enable investors to make informed decisions.

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CFO News

JANUARY 21, 2025

Large IT firms reported growth in the Dec quarter driven by small and mid-sized deals. Firms like HCLTech and TCS noted a shorter deal decision-making cycle. HCLTech saw a 9% quarter-on-quarter increase in annual contract value. TCS signed deals worth $10.2 billion, indicating significant growth in small deals compared to larger deals.

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