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

article thumbnail

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.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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.

111
111
article thumbnail

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.

article thumbnail

From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

article thumbnail

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.

More Trending

article thumbnail

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.

Planning 144
article thumbnail

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

article thumbnail

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.

Leverage 298
article thumbnail

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.

298
298
article thumbnail

Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

article thumbnail

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.

article thumbnail

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

article thumbnail

RBI to hold key interest rate till end of FY24: Economists

CFO News

Last week, the Reserve Bank of India (RBI) decided to keep the policy repo rate unchanged at 6.5 per cent for the fourth time in the fiscal. The MPC last raised this rate by 25 bps to 6.50 per cent at its meeting in February 2023. Governor Shaktikanta Das said the transmission of 250 bps repo rate cut is still incomplete. ETCFO spoke with economists to understand when can India Inc expect a first rate cut.

Banking 105
article thumbnail

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.

Auditing 300
article thumbnail

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

article thumbnail

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.

Planning 105
article thumbnail

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.

Education 132
article thumbnail

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.

article thumbnail

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.

279
279
article thumbnail

Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

article thumbnail

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?

Treasury 102
article thumbnail

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.

article thumbnail

Sebi resolves over 3,700 complaints through SCORES in September

CFO News

The Securities and Exchange Board of India (Sebi) has resolved 3,705 complaints through its online grievance redressal system, SCORES, in September. Sebi received a total of 4,276 fresh complaints in September, with an average resolution time of 40 days. The regulator also noted that it had received 219 reviews of complaints.

article thumbnail

Fed Vice Chair Jefferson flags tightening from rising bond yields

CFO Dive

Financing costs may have risen in recent weeks as investors upgrade their expectations for economic growth or alter their view of underlying risks, Jefferson said.

Economics 272
article thumbnail

Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

Retail 105
article thumbnail

Finding the digital transformation ‘sweet spot’: FloQast CFO

CFO Dive

CFOs need to find the right moment, and the right software, to drive digital transformation effectively, FloQast’s Razzak Jallow says.

CFO 282
article thumbnail

Solve Your Firm's Automation Complexities Once and For All

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.