Sat.Oct 07, 2023 - Fri.Oct 13, 2023

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Smart corporate investing: Reduce tax bills with Investment Tax Credit transfers

CFO Dive

The Inflation Reduction Act created a new option: Investment tax credit (ITC) transfers. With an ITC transfer, renewable energy developers sell their ITCs to taxpaying corporations. The developer receives cash immediately, and the corporation earns a locked-in profit by buying at a discount to par.

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The CFO’s Guide to AI and Machine Learning

CFO Leadership

The rise of artificial intelligence (AI) and machine learning (ML) has been a hot topic from board rooms to classrooms recently, dominating the discourse as people strive to understand its potential, opportunities, and risks. For businesses, AI and ML hold a powerful allure as companies consider how the new technologies might help boost productivity, cut costs, and gain a competitive edge.

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Trending Sources

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DPDP Act to make CFOs' role increasingly onerous

CFO News

As India Inc awaits the data protection rules, ETCFO did a status check with different stakeholders on the stumbling blocks on the road to implementation.

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Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Different strategies have different Client Acquisition Costs (CACs), in terms of both hard-dollar marketing expenses and the cost of the advisor's time spent on the strategy, and an efficient market strategy is one that can effectively attract new clients while minimizing the amount spent to acquire them.

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

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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Preparing Your Finance Organization for the New Era of AI

CFO Leadership

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation.

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CFOs applaud RBI's stable policy, believe rate pause to uplift India Inc's capex plan

CFO News

Last week, the Reserve Bank of India (RBI) decided to keep the repo rates unchanged at 6.5% for the fourth time in the fiscal. ETCFO spoke with finance leaders to understand the impact of pause and stable policy on India Inc's growth and expansion plan.

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Capital Structure – Beyond the Income Statement

VCFO

Beyond the Income Statement – Why Capital Structure Matters The Income Statement is often a place of disproportionate focus for business owners. Many use it to assess questions like “Am I cash positive?” or “Am I able to spend like I want and pay my bills comfortably?” as a barometer for business health. While the Income Statement does provide a view of historical (e.g., monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyon

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Leveraging AI in your monthly close process

CFO Dive

Savvy accounting leaders who “see the writing on the wall” are focused on bringing cutting-edge technologies into their teams’ daily tasks, including the monthly close, writes Horváth’s Tony Klimas.

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SEC cyber rules send execs scrambling as deadlines near

CFO Dive

Some companies are still grappling with how to determine what constitutes a “material” cyber breach for reporting purposes.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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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Regulated Industries: Growing Food & Beverage Manufacturers Need ERP

Navigator SAP

When food and beverage firms are small, it is often possible to get away with idiosyncratic or inconsistent processes that have been home-grown. But as a food and beverage manufacturer scales up, quality control becomes more important and often required.

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The Enshittification of Amazon Continues…

Barry Ritholtz

In August of 2022, I explained how Amazon became ordinary. Today I want to discuss how they have become bad. Since I first discussed the companies that lost my affection during the pandemic nearly two years ago, Amazon continues to stand out as delivering an ever-worsening set of experiences. I wanted to wait until after the (faux retail holiday) Prime Day(s) ended before sharing a few tales of further (to use Cory Doctorow’s phrase) “ Enshittification.” There are many problem

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The I Bond’s fixed rate will rise. But by how much?

Tips Watch

By David Enna, Tipswatch.com It’s clear to me that Treasury will increase the fixed rate on the U.S. Series I Bond at the November 1 reset. This is an easy call. But how high can it go?

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KPMG taps new vice chair of tax

CFO Dive

27-year KPMG alum Rema Serafi will become the first woman to serve as the firm’s vice chair of tax as it looks to craft strong, tech-forward tax offerings.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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Good Intentions, Perverse Outcomes: The Impact of Impact Investing!

Musings on Markets

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems.

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MiB: Michael Lewis on SBF & FTX

Barry Ritholtz

  This week, we speak with Michael Lewis, whose latest book is “ Going Infinite: The Rise and Fall of a New Tycoon , ” on FTX founder Sam Bankman-Fried. He takes readers into the mind of Bankman-Fried, whose rise and fall offers an education in high-frequency trading, cryptocurrencies, philanthropy, bankruptcy, and the justice system. We discuss his writing process, and what made this book so different than his prior ones: A focus on personalities instead of some broad social upheaval.

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September inflation sets I Bond’s new variable rate at 3.94%; Social Security COLA will be 3.2%

Tips Watch

I Bond’s new composite rate could exceed 5% at the November reset. By David Enna, Tipswatch.com Investors in U.S. Series I Savings Bonds will see the investment’s annualized inflation-adjusted variable rate rise to 3.

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AI regulation backed by 73% of dealmakers: Datasite

CFO Dive

Fourteen percent of M&A professionals surveyed have seen a transaction derailed because of AI-related concerns.

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Forecasting Failures Are Costly: Heres How To Fix Them

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.

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Talent from big consulting firms looking at Uniqus ‘very positively’, hiring no challenge: Co-founder Sandip Khetan

CFO News

Uniqus, which is set up as a corporation like the consulting major Accenture, is eying profitability by FY25 end, says Sandip Khetan.

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The Challenge of Shorting Equities

Barry Ritholtz

There is a thought-provoking discussion on short selling over at Russell Clark ; check it out (including audio) to get an overview of his perspective. I don’t really disagree with any of it but I do (did) see the world of short-selling from a different seat. Allow me to share a few thoughts about shorting as a trading strategy; I include specifics at the end.

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Getting your Financial House in Order Before Selling Your Business

CFO Selections

Are you thinking about selling your business? Some business owners hear this question and respond, “No… well, not any time soon anyway.” But, if the answer is yes, even if you don’t plan on selling it soon, the time to start planning is now. If you think that selling your business might be in your 3-year, 5-year, or even 10-year plan, start getting the pieces in place now.

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EY CFO departed following failed split: reports

CFO Dive

Jamie Miller departed from the Big Four firm just weeks following the failure of its plan to split its audit and consulting business into two distinct entities.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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India's retail inflation slows to 5.02 per cent in September, drops within RBI tolerance mark

CFO News

Retail Inflation: The CPI based inflation has come back to the Reserve Bank of India (RBI)'s comfort level of below 6 per cent after a gap of two months.

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National Association of Realtors Is Imploding

Barry Ritholtz

My buddy Jonathan Miller does not hesitate to call out the weasels who represent those who work in his industry: NAR Proves That Trade Groups Aren’t Infallible With an appalling culture of secrecy maintained by wildly overpaid executives (I believe their CEO is paid close to $3 million per year), NAR seems to be imploding right now. These three prominent real estate firms are backing away from the management cesspool that has severely damaged the National Association of Realtors (NAR) brand.

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Use AI and Insurance Insights to Make Better Decisions

CFO Leadership

One of the hottest topics in the business world today is artificial intelligence (AI), with 95 percent of global business leaders believing that generative AI is ushering in a new era of enterprise intelligence.I The rapid progression of generative AI, which is a type of artificial intelligence that has the ability to create material such as images, music or text, is already showing its potential to disrupt business operations throughout industries and processes.

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FASB tightens draft environmental credit rule’s scope

CFO Dive

The U.S. standard setter is developing the first accounting guidance to directly apply to certain environmental credits.

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Book of Secrets on the Month-End Close

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.