Global Finance
DECEMBER 18, 2024
Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies? Mariana Oiticica : It is increasingly vital to their long-term strategic planning.
CFO Plans
DECEMBER 15, 2024
An IRS-controlled group refers to two or more businesses that are related through significant ownership and are treated as a single employer for certain tax and employee benefit purposes under U.S. tax law. These rules are designed to prevent companies from circumventing tax or benefit requirements by splitting into smaller entities. Controlled groups are defined under Internal Revenue Code Section 414(b) and (c) and typically affect employee benefit plans, retirement plan limits, and other tax
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The Charity CFO
DECEMBER 18, 2024
Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it’s crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. 1.
Future CFO
DECEMBER 17, 2024
The banking sector in Asia is renowned for its resilience and adaptability, and it must continue to innovate to thrive. As we approach 2025, several key trends are reshaping the financial landscape, particularly affecting the dynamics between CFOs and their banking partners. Key trends influencing CFOs in Asia Asian CFOs are increasingly focused on navigating a complex environment characterised by digital transformation, regulatory changesespecially regarding data privacy and protectionsustainab
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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CFO Dive
DECEMBER 17, 2024
Ned Segal is joining the public sector roughly two years after Elon Musk acquired Twitter, now known as X, and swiftly fired the finance chief.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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Collectiv
DECEMBER 16, 2024
Fresh off the heels of Microsoft Ignite, were back with another episode of Fabric Threads! As 2024 winds down, Microsoft Fabric is closing the year with major announcements and features that set the stage for an exciting future. On this special episode of Fabric Threads, we share two amazing November Fabric updates alongside two of our favorite takeaways from Microsoft Ignitemost notably, the long-awaited write-back addition to Power BI and Fabric!
Nerd's Eye View
DECEMBER 16, 2024
When a financial planning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. However, some firms may unintentionally limit the applicant pool by using a promotion and selection process that doesn't focus on the most important traits or that introduces biases, which can lead to missing out on candidates who might otherwise have been well-suited for the position.
Navigator SAP
DECEMBER 20, 2024
As a business grows, there comes a time when it must move from a collection of small business software solutions to an integrated, industrial-strength enterprise resource planning solution (ERP) built for added complexity and greater transaction volumes. However, ERP is complicated to set up and roll out since it touches all parts of a business and encompasses all of an organizations processes.
Tips Watch
DECEMBER 15, 2024
By David Enna, Tipswatch.com Just a week ago, I posted an article theorizing that real yields for Treasury Inflation-Protected Securities were beginning to crest, especially for shorter-term issues.
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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CFO Dive
DECEMBER 20, 2024
CFO and co-interim CEO David Zinsner, along with the company’s former CEO, misled shareholders about the financial performance of Intel’s foundry unit, shareholders allege.
Nerd's Eye View
DECEMBER 20, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan
Barry Ritholtz
DECEMBER 19, 2024
I have been playing a lot this year with ChatGBT, and saved some of my favorites. This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. And the Trader said, “Let there be Value,” and there was Value.
CSC Advisors
DECEMBER 17, 2024
Securing funding to grow your business can be challenging, but Small Business Administration (SBA) loans are an excellent option for established businesses seeking favorable terms and support. SBA loans are designed to empower businesses by offering lower interest rates, extended repayment terms, and access to larger capital sums than conventional loans.
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.
CFO Dive
DECEMBER 19, 2024
Additional pressure on audit pricing is expected to come from regulatory changes on the horizon such as the FASB’s income statement expense rules, FERP reports.
Nerd's Eye View
DECEMBER 18, 2024
Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.
CFO Plans
DECEMBER 16, 2024
Start Saving on Accounting Costs Today and transform your entrepreneurial journey with innovative financial solutions. The financial services industry is rapidly evolving, and entrepreneurs are discovering the transformative impact of cost-saving accounting services. These services extend beyond mere number crunching; they represent a sustainable business model that nurtures financial wellness and supports the overall well-being of business leaders.
E78 Partners
DECEMBER 20, 2024
Cloud services are an indispensable part of the digital strategy for organizations that seek to innovate and scale. However, managing cloud costs effectively is a complex challenge that demands strategic focus. For technology leaders, particularly in private equity-backed companies, cloud spend management is a critical lever for driving profitability and value creation.
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.
CFO Dive
DECEMBER 20, 2024
CFOs need to gain a baseline understanding of how their companies are perceived externally — those that don’t are “flying blind,” McKinsey’s Andy West says.
Nerd's Eye View
DECEMBER 17, 2024
Welcome everyone! Welcome to the 416th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Fran Toler. Fran is the CEO of Toler Financial Group, an RIA based in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. What's unique about Fran, though, is how she decided to transition from the independent broker-dealer model to a 'supported independence' corporate RIA platform in order to avoid the compliance he
CFO Thought Leader
DECEMBER 16, 2024
Maybe it was a little bit of beginners luck, Georgy Egorov tells us, reflecting on his first CFO appointment at a biotech startup. Although the life sciences firms blend of knowledge-driven resources and AI placed it at the forefront of drug discovery innovation, Egorov identified a critical vulnerability: the companys model depended too heavily on a small set of major pharmaceutical customers, leaving its growth in the hands of external decision-makers.
E78 Partners
DECEMBER 19, 2024
The alternative investment industry is facing rapid transformation. Fund managers contend with increasing regulatory requirements, mounting investor expectations, and the complexities of managing multi-asset class portfolios. At the same time, pressure to reduce operational costs and optimize efficiency continues to intensify, particularly for mid-sized and emerging fund managers.
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
CFO Dive
DECEMBER 19, 2024
Trust in public company financials “can easily be taken for granted,” outgoing SEC Chair Gary Gensler warned in a statement on the audit watchdog’s budget.
Lime Light
DECEMBER 20, 2024
It is a traditional practice for companies to project estimates and expectations for a new fiscal year. To do this effectively, organizations employ an essential financial planning technique known as budget forecasting. This tool aids businesses in projecting future income and costs, guaranteeing efficient use of resources and strategic decision-making.
Future CFO
DECEMBER 16, 2024
Sanjeev Chatrath , Partner, Financial Services & Asia Pacific Payments Leader at EY , shares his insights into what is driving the explosive growth in cross-border payments market and the opportunities for banks and other market participants. First published on Youtube. The post The future of cross-border payments appeared first on FutureCFO.
One to One
DECEMBER 18, 2024
European M&A opportunities are abundant as 2024 comes to an end, with small and midcap companies across Europe finding themselves in a climate ripe for change. Investor interest remains strong, particularly in technology, energy, and sustainable Read More. The post Why Europes small and midcap companies are poised to win big in the M&A boom of 2025 appeared first on ONEtoONE Corporate Finance.
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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.
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