Sat.Aug 05, 2023 - Fri.Aug 11, 2023

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Mergers and Acquisitions: The CFO's Guide to Successful Integration

CFO News

Due diligence, optimized technology, the ability to integrate organizational capabilities, and proper consideration of acquisition risks are the critical factors for fruitful M&A transactions.

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Should I Sell My Company Now?

CFO Simplified

Many business owners want to know if it is time to sell their company. While it is a good question to ask, it is usually not asked often and early enough in the development and management of a company. Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes.

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Trending Sources

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Seven Decision Making Models: What’s Your Style?

CFO Simplified

The most frequent activity in any business is decision making. Most of those decisions we don’t even consider decisions because the answers come so naturally. We don’t truly “decide,” we just “do.” But when it comes to decisions in your business, what process, what decision making model do you usually follow? Some approaches to decision making involve others on your team.

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The 5 Best Financial Reporting Software to Enhance the Productivity of CFO

Spreadym

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. It's advisable to thoroughly evaluate your options, possibly through demos or trial periods, and consult with stakeholders to ensure the chosen solution aligns with your organization's needs and goals.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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How to Tackle Hurdles in Stakeholder Management

Financial Analyst Insider

Managing stakeholders is vital for project success as it involves recognizing, examining, and engaging with individuals or groups who have a stake in the project’s The post How to Tackle Hurdles in Stakeholder Management appeared first on Financial Analyst Insider.

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Data, hiring balance key to driving growth: LogicSource CFO

CFO Dive

Leveraging unused data can help CFOs gain better insights surrounding efficiency and employee performance, clearing the path to growth even in turbulent economic times.

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Tech hirers are pulling back from remote work postings

CFO Dive

The share of tech job postings that are for remote positions declined to 18.6% in May after hitting a post-pandemic peak of 24% last August, according to JLL and Lightcast.

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The Best Practices to Create Operating Budget

Spreadym

An operating budget is a financial plan that outlines the projected revenues and expenses of an organization or business for a specific period, typically a fiscal year. It serves as a detailed guide for managing day-to-day operations, allocating resources, and achieving financial goals. Operating budgets are crucial for maintaining financial stability, making informed decisions, and evaluating performance.

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Modern ERP Helps Food and Beverage Firms Stay Ahead

Navigator SAP

Not all backend systems are created equal. For food and beverage manufacturers, sustained profitability often comes down to supply chain and operational visibility combined with greater process efficiency. These dynamics are supported or hindered by the enterprise resource planning solution that a food and beverage manufacturer have in place.

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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213: Clive Chitungo: “It’s always me versus me.”

CFO Talks

Clive Chitungo: “It's always me versus me.” Written by: Leigh Schaller Clive Chitungo, national operations reporting manager of Komatsu South Africa, shared with the CFOClub Podcast his journey marked by resilience and self-accountability. Clive Chitungo is the national operations reporting manager of Komatsu South Africa. The company supplies equipment to the mining and construction sector and employs over 1400 people.

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CEOs plan for recession despite steady growth

CFO Dive

Top executives are preparing for a downturn, a CEO survey showed, despite 2.4% growth, slowing inflation and brighter consumer sentiments.

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RBI says final ECL norms will take more time to kick in, “technical issues” under examination

CFO News

ECL Guidelines: The ECL framework is envisaged under the new Indian accounting standards or Ind-As, which are expected to be adopted by banks in the next two years.

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IRS Notice 2023-54 Provides Welcome Relief To 10-Year Rule Beneficiaries And Retirement Account Owners Born In 1951

Nerd's Eye View

The original SECURE Act, signed into law in December 2019, changed many of the long-standing rules governing IRAs and other retirement accounts, and no single measure in the legislation had a more seismic impact on planning than the changes to the post-death distribution rules for retirement accounts. Specifically, the law stipulated that "Non-Eligible Designated Beneficiaries" (i.e., designated beneficiaries who are neither surviving spouses nor fall into a limited number of other categories) w

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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Falling Short – The Limitations of Using Spreadsheets for Modern Budgeting and Planning

Centage

When an organization first sets up its budget, an easily accessible tool like Excel can be the perfect solution. It is the most widely used software application in the workplace – you’d be hard pressed to find anyone without at least occasionally opening an Excel workbook and using it for a variety of applications. But as a business grows and financials become more complex, an Excel or spreadsheet-based budget may be holding it back.

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Tesla CFO walks away with $590M

CFO Dive

The former Tesla finance chief is leaving with millions in company stock and options as the EV maker faces stiff industry competition.

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Time right for India to create global norms, benchmarks: Sanjeev Sanyal

CFO News

India should be confident enough to deconstruct the rest of the world on its own terms as a rising economic power, creating global norms and benchmarks in various fields, Sanjeev Sanyal, Member of the Economic Advisory Council to the Prime Minister, said

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923: From Inside a Remote Address | Jim Caci, CFO, AvePoint

CFO Thought Leader

The big-city addresses that frequently prettify the office locations of esteemed accounting houses have continued to be a reliable draw for 20-something-year-old accounting grads eager to be counted among urban professionals. Thus we would not have been surprised to learn that back in the late 1980s, when recent grad Jim Caci was assigned to Arthur Andersen’s Roseland, New Jersey, office, he experienced what might have been called a “ho-hum” moment.

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

Welcome back to the 345th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Lori Van Dusen. Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issue

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6 CFO tips for handling the backlash against ESG

CFO Dive

The ESG backlash has compelled companies to alter their sustainability strategies, including ensuring close alignment with core business goals, the Conference Board said.

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Peer review of auditors of large unlisted firms must from April

CFO News

The earlier deadlines to implement the second and third phases of the peer review mechanism, aimed at bolstering auditing standards, were July 1, 2023 and April 1, 2024, respectively.

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Trading Legend Mark Fisher on What it Takes

The Reformed Broker

We had a lot of fun with Joe Terranova and Mark Fisher on the show this week. Mark shared a lot of behavioral stuff about what it takes to make it as a trader. It’s not for everyone and it costs a lot to find this out. I was fascinated by the discussion and judging for the feedback we’ve gotten, a lot of our listeners were as well. You can watch the full episode here: Or find it on your favorite podcast ap.

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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The Latest In Financial #AdvisorTech (August 2023)

Nerd's Eye View

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, 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 that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate plan

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LeaseQuery expands into SaaS management in Stackshine buy

CFO Dive

The deal comes as many companies grapple with how to rein in out-of-control SaaS spending.

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Did RBI take a road less travelled?

CFO News

This week, in the bi-monthly monetary policy, given our inflation and the impact of geopolitical tensions, many experts thought RBI will follow the Fed. But we followed our own path. RBI governor Shaktikanta Das said, “A large economy marching ahead with vast domestic demand, untapped resources and demographic advantages, India can become the new growth engine for the world.

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The I Bond exit ramp is now open; proceed with caution

Tips Watch

Time redemptions to take full advantage of the recent 6.48% variable rate. By David Enna, Tipswatch.com First off, before I start talking about redeeming investments in U.S.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.