CFO Dive

APRIL 2, 2024

Executives aiming to rise to the CFO seat have faced a bright landscape in recent years, with turnover unusually high.

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Future CFO

APRIL 4, 2024

Work-life balance matters the most. In a recent joint survey by the Association of Chartered Certified Accountants and the Chartered Accountants Australia and New Zealand , it was revealed that both current audit professionals and prospective entrants stress the crucial need to achieve equilibrium between work and one’s personal life. Respondents of the study call for improved work–life balance, fair remuneration, and supportive work environments that recognise employees' personal needs and r

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Future CFO

APRIL 3, 2024

It is a given: among the imperatives of today's business processes for the finance function and for chief financial officers is smart resource reallocation. A recent research by PwC confirms that the strategic redeployment of capital can boost profit margin, and this in turn poses the challenge for CFOs: overcoming biases. According to PwC’s 27th Annual Global CEO Survey, a question CFOs should urgently be putting to their chief executives is the query on the amount of human and financial capita

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Future CFO

APRIL 3, 2024

It has been a tumultuous period for sustainable investments in recent years, with reduced global flows into these types of products, regulatory uncertainty and, in some regions, even political headwinds. With these at hand, it is important that investors and finance leaders know how to properly respond. David Atkin , CEO of the Principles for Responsible Investment explore existential questions to the sustainability landscape , and more.

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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 Dive

APRIL 4, 2024

A Minnesota bill offering an alternative route to CPA licensure threatens a secret weapon of accountants and the businesses they serve, the AICPA’s Marta Zaniewski writes.

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CFO News

APRIL 2, 2024

India's Purchasing Managers' Index (PMI) skyrockets to a 16-year-high, reflecting surging production, sales, and stockpiling, a recent report said. The job markets see a welcome return of hiring, but there was a looming shadow of inflation. The HSBC India Manufacturing PMI Report suggest optimistic signs and potential roadblocks for India's manufacturing boom.

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Manufacturing Sales Marketing 111

Tips Watch

MARCH 31, 2024

By David Enna, Tipswatch.com A logical strategy for some I Bond investors is to act now to redeem I Bonds with a fixed rate of 0.0% (and a current composite rate no higher than 3.

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CFO Dive

APRIL 5, 2024

CFOs see the value of generative artificial intelligence but may not fully grasp its audit risks, according to the Center for Audit Quality.

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Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their registered representatives could lead to greater accountability for violations of the regulation.

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Investments Numbers Accounting Marketing 98

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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

CFO News

APRIL 3, 2024

In a recent report by S&P Global, findings revealed that the seasonally adjusted HSBC India Services Business Activity Index indicated a remarkable surge, marking one of the strongest growth rates witnessed in over 13-and-a-half years. This upturn has been predominantly attributed to robust demand conditions, enhanced efficiency gains, and positive sales developments.

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Sales 105

Barry Ritholtz

APRIL 5, 2024

This week, we speak with Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore Inc. He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. He explains the genesis of the broad and deep industry surveys ISI performs; the results provide a real-time snapshot of the economy weeks or months before it shows up in the

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Economics Investments 69

CFO Dive

APRIL 3, 2024

The central bank must balance the risks of easing monetary policy too early or too late, Powell said.

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Banking 293

Nerd's Eye View

APRIL 4, 2024

In its most recent report on U.S. Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. And given the industry's ongoing evolution away from being primarily sales-based and towards a more robust profession driven by deeper service models and long-term client/advisor relationships, many in the industry are genuinely concerned that there simply aren't enough new advisors entering the profession to meet the public's nee

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Communication Leverage Planning Sales 98

Advertiser: Paycor

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Leadership

CFO News

APRIL 1, 2024

India's FY 2023-24 GST collection crosses Rs 20.14 lakh crore, up by 11.7 per cent. March 2024 witnesses a significant surge, hitting Rs 1.78 lakh crore, marking the second-highest monthly collection.

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Reval

APRIL 4, 2024

LONDON – 03 April 2024: ION Commodities, a leading provider of energy and. The post ION Commodities tops Energy Risk Software Rankings 2024 across multiple categories appeared first on ION.

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CFO Dive

APRIL 3, 2024

Bankruptcy filings have risen for 20 months. The pace wasn’t sustainable in today's strong economy, American Bankruptcy Institute’s Chris Ward says.

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Nerd's Eye View

APRIL 3, 2024

With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of the myriad possible outcomes might be more likely to occur.

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Economics Marketing Valuation Profit and Loss 97

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

APRIL 4, 2024

RBI kept the repo at 6.5 per cent.

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Bank of the West

APRIL 5, 2024

At BMO, our Climate Ambition is to be our clients’ lead partner in the transition to net zero world. We’re focused on solutions– and empowering our clients to take action. … Read more The post An interactive exhibition that will empower you to take climate action – every day appeared first on About BMO.

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CFO Dive

APRIL 1, 2024

The late notice comes roughly five months after Tupperware said its former independent auditor PricewaterhouseCoopers declined to be re-appointed.

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Accounting 293

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news of an emerging wave of price increases from long-term AdvisorTech vendors like Orion and InvestCloud, which the companies are positioning as a necessary response to the impact of inflation on their underlyi

Planning 97

Planning Technology Startups Finance 97

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

APRIL 5, 2024

According to the Survey, released on Thursday, India’s performance in 2023 has been helped by its lack of external exposure, both to the developed world and to China. Instead, the growth drivers for the country are primarily domestic, it said.

Economics 88

Economics 88

CFO Thought Leader

APRIL 5, 2024

This story originally appeared on Forbes.com Back in August 2022, when Cardinal Health, Inc.’s finance chief, Jason Hollar, succeeded CEO Mike Kaufmann as the healthcare giant’s top executive, among the immediate challenges facing new CEO Hollar was filling the company’s CFO vacancy. At the time, an activist investor with an eye toward management change had put in motion a strategic review of the company’s businesses, and certain members of the analyst community were speculating that the former

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CFO Leadership Healthcare Finance 52

CFO Dive

APRIL 2, 2024

A “growth-at-all-costs” mentality has led some SaaS companies to overpromise results and obscure pricing details, writes Olive Technologies CEO Chris Heard.

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Technology 288

Nerd's Eye View

APRIL 2, 2024

Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What's unique about Hans, though, is how through a desire to create a more centralized dashboard to help his clients understand their financial health, coupled with a deep fascination with technology and i

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Prioritization Investments Technology Finance 75

Advertiser: GEP

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.

CFO News

MARCH 31, 2024

SBI General Insurance's CFO, Jitendra Attra, unveils a strategic vision prioritizing innovation, market expansion, and profitability, echoing India's promising growth trajectory and transformative reforms in the insurance sector.

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Prioritization CFO Marketing 81

One to One

APRIL 5, 2024

ONEtoONE advises Biotulin in the sale of its assets, including its brand, stock and molds, to Lorience Paris, a transaction in the cosmetics sector. Biotulin: Innovating cosmetics and skincare Biotulin is an international cosmetics and skincare Read More. The post ONEtoONE has advised Biotulin in the sale of its assets to Lorience Paris appeared first on ONEtoONE Corporate Finance.

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Sales Corporate Finance Finance 52

CFO Dive

APRIL 4, 2024

The Internal Revenue Service is once again flagging the pandemic-era employee retention credit as a tax claim that it is closely watching.

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