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: Danny Gassaway and Wayne Richards
Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.
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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.
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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.
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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.
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.
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
Tips Watch
DECEMBER 19, 2024
By David Enna, Tipswatch.com The U.S. stock and bond markets were sent into turmoil Wednesday by confusing messaging from the Federal Reserve on future inflation and interest rates. As a result, the stock market plummeted and Treasury yields surged higher.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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.
Barry Ritholtz
DECEMBER 14, 2024
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: You Want That Gift to Arrive Today? This Is What It Takes. Retailers like Amazon, Walmart and Target have figured out that if they get you your online order today, you will probably spend more tomorrow. ( New York Times ) Have we reached peak PreCheck?
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 News
DECEMBER 20, 2024
Today, a CFO and CEO may hold different primary responsibilities yet both are comparable in terms of the leadership role they play and the impact they can have in the success of the organisation. A synergy between the two is an essential cornerstone driving growth and innovation within an organisation.
Advertiser: GEP
2025 will feel familiar, in some regards. The procurement and supply chain category management landscape will remain turbulent, with geopolitical tensions, worries over fresh tariffs, rising costs, and supply chain disruptions posing significant challenges. But you should also expect some lightning-fast changes in 2025 as artificial intelligence continues to upend the way enterprises and procurement, supply chain, and category management professionals operate.
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.
Barry Ritholtz
DECEMBER 18, 2024
@TBPInvictus here Our story so far : California has been raising its minimum wage for the past decade, starting at $8/hour through 2013. Many fast food workers (specifically) got bumped to $20/hour, from $16, in April (the law is very specific about who is eligible for the increase). Over that decade, with its minimum wage rising, California’s fast food industry has bested the rest of the US by leaps and bounds.
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 News
DECEMBER 17, 2024
When India started as an independent automaker, the world believed that there was very little chance of survival, says Mahindra Group Chairman Anand Mahindra on Tuesday.
Speaker: Debra L. Robinson
CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.
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.
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.
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, a DBA firm under the RIA Rossby Financial, 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 or
CFO News
DECEMBER 19, 2024
Director General of Foreign Trade Santosh Kumar Sarangi said that the department of commerce has been "struggling" to convince the finance ministry regarding the relevance of the Interest Equalisation Scheme (IES) and the extent to which it is maintaining manufacturing competitiveness.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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