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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From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

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.

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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.

More Trending

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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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The 2025 State of Financial Automation

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

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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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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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8 Pillars of Leadership Development

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

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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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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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#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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How to Modernize Manufacturing Without Losing Control

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

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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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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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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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Protect What Matters: Rethinking Finance Ops In A Digital World

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.

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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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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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U.S. inflation rose 0.2% in July; what does it mean for I Bonds, TIPS and Social Security COLA?

Tips Watch

By David Enna, Tipswatch.com Markets got fairly positive news today with the release of the July inflation report: The Consumer Price Index for All Urban Consumers rose 0.2% on a seasonally adjusted basis, the Bureau of Labor Statistics reported.

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The AI Race Isn’t Just About Tech Superiority – Its the Supply Chain, Stupid!

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.

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10 Friday AM Reads

Barry Ritholtz

My end-of-week morning train WFH reads: • Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis.’ Klarman edited the classic to remind investors of basic principles — but he questions “how much of this will be read by institutional investors who may think they know it all.” ( Institutional Investor ) • Flying Cars Are Nearly Here—and They’re Electric : Companies like Joby and Archer are about to begin production of electric vertical takeoff a

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Small business pessimism eases: NFIB

CFO Dive

Many economists have recently scuttled recession forecasts even as most small businesses still complain about persistent inflation and a tight labor market.

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India Inc CFOs for lowering peak income tax rate of 42%, widening tax net

CFO News

Finance heads bat for a relook at personal income tax structures and overall reforms in the structure of GST.

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