Nerd's Eye View

DECEMBER 27, 2023

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business. These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's describe

Communication 85

Communication Compliance Advertising Technology 85

CFO News

DECEMBER 26, 2023

In the era of constant change, organizations must embrace dynamic finance to thrive. Rajani Kesari, CFO at Nayara Energy, explores the transformative principles shaping finance, driving collaborative business integration, and propelling finance into a strategic driver of sustainable profitability.

Finance 52

Finance CFO 52

Centage

DECEMBER 27, 2023

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Nerd's Eye View

DECEMBER 26, 2023

Welcome everyone! Welcome to the 365th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Nelson. Rob is the CEO and Founder of NorthRock Partners, an RIA based in Minneapolis, Minnesota, that oversees $5 billion in assets under management for 1,500 client households. What's unique about Rob, though, is how while many advisory firms increasingly talk about being more than 'just' their client's financial advisor and instead their entire 'personal CFO', Rob has b

Leadership 57

Leadership Leverage CFO Planning 57

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

Investments

CFO News

DECEMBER 25, 2023

Edtech platforms including Emeritus, Coursera, upGrad, Simplilearn and Great Learning say they have seen a sharp uptick in the number of top executives—including CXOs—who are opting for upskilling to stay on top of things in a fast-changing business environment.

Numbers 52

Numbers 52

Barry Ritholtz

DECEMBER 24, 2023

Billie Eilish may be only 22, but she sings like a chanteuse with decades of hard living behind her — a world-weary angel. Her version of this little tune gives it an entirely different read than the original Judy Garland take from Meet Me in St Louis. I imagine this version has some studio exec suggesting she do an album of Christmas songs; but not only is it way too early in her career) for that, it’s a bit lightweight and ephemeral for her wonderful voice and phrasing; instead, sh

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Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Practice Management 90

Practice Management Tax Planning Planning Securities 90

CFO News

DECEMBER 28, 2023

"Inexpensive sensorisation and the power of artificial intelligence are opening up new ways to drive extreme levels of efficiency, ensure real-time decision-making, and rapidly deploy transformative business models.

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Cube Software

DECEMBER 29, 2023

The fundamentals of marginal revenue: a quick recap Marginal revenue is the additional income generated from selling one more unit of a product or service. It's key in strategic finance for making informed decisions about pricing and production.

Numbers 52

Numbers Finance Planning 52

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.

Accounting

Barry Ritholtz

DECEMBER 23, 2023

This week, we speak with Stephen Suttmeier , director and chief equity technical strategist at B of A Merrill Lynch. His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He has been highly ranked in Institutional Investors’ Research Poll and was the winner of the Best Bank for Equity Research category in the Technical Analyst Awards.

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Sales Marketing Retail Banking 78

Nerd's Eye View

DECEMBER 28, 2023

Throughout history, there has been an age-old question of the difference between an investment and an expense. Society often views expenses as a permanent fixture in life, suggesting that there is no path away from their burden. But what if there was an alternative path? What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment?

Investments 78

Investments Education Communication Finance 78

CFO News

DECEMBER 26, 2023

Wipro Sues Former Cfo: Former Wipro CFO Jatin Dalal joined Cognizant on December 1.

CFO 105

CFO 105

The Charity CFO

DECEMBER 27, 2023

Employee benefits packages play a big role in attracting and retaining top talent. According to Forbes, 10% of workers say they’d take a pay cut to get access to better benefits. As a small nonprofit, it can be difficult to determine what benefits mean the most to your employees, especially if you’re working within a strict budget. This nonprofit employee benefits guide goes through the most common types of benefits and how you can add them to your benefits offerings.

Nonprofit 52

Nonprofit Budgeting Profit and Loss Transportation 52

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.

Accounting

Barry Ritholtz

DECEMBER 23, 2023

The weekend is here! Pour yourself a mug of coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • The 2024 research dump! A comprehensive round-up of all the 2024 investment outlook reports ( Financial Times ) • Christmas Didn’t Start Out as a Shop Fest. Here’s How It Became One. the holiday season accounts for nearly a fifth of U.S. annual retail sales, and more for sellers of clothes, toys, and other prime gift items.

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Manufacturing Sales Retail Investments 62

Cube Software

DECEMBER 26, 2023

What is Vena solutions? Vena solutions is comprehensive software designed for financial planning and analysis (FP&A). It's a platform that combines advanced financial forecasting, budgeting, and reporting capabilities with a familiar interface. At its core, Vena leverages the versatility and familiarity of Microsoft Excel interface while enhancing it with powerful features typical of more advanced FP&A software.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Leverage 52

CFO News

DECEMBER 27, 2023

Tarun Rustagi, Chief Financial Officer of Canara HSBC Life Insurance elaborates on how 2023 shaped customer behaviour and how the regulations shaped the industry.

CFO 59

CFO 59

The Charity CFO

DECEMBER 27, 2023

Does your nonprofit have ownership of a for-profit entity? Whether your organization owns a for-profit company outright or has limited ownership, a for-profit subsidiary can have serious tax implications for your nonprofit. Let’s work through some of the most pressing tax implications you might face as a nonprofit with ownership in a for-profit company.

Nonprofit 52

Nonprofit Profit and Loss Communication CFO 52

Advertisement

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.

Reconciliations

Barry Ritholtz

DECEMBER 27, 2023

 The Best Way to Sell Your House with Jonathan Miller, Miller Samuel, December 27, 2023 Is it a seller’s market? That seems to be the consensus, but there are still tips and tricks to getting the biggest return for your home. On today’s episode, we discuss what to do, and NOT do, when selling a house. Full transcript below. ~~~ About this week’s guest: Jonathan Miller is founder and President of Miller Samuel.

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Sales Marketing Numbers 57

CFO News

DECEMBER 29, 2023

Embarking on a transformative journey, CFOs emerge as strategic architects, shaping corporate destinies. ETCFO delves into the impactful stories of top 2023 promotions, illustrating their key role in propelling success and fostering change.

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CFO News

DECEMBER 29, 2023

In this insightful piece, Mukul Kanchan, Head of Finance at Plum, emphasizes the imperative synergy between CFOs and CHROs, advocating for data-driven decisions to elevate employee engagement and well-being, ultimately proving that investing in employees yields significant returns.

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Finance Investments 52

CFO News

DECEMBER 29, 2023

The Madras High Court has stayed the Income Tax Department's demand of ₹9,403.09 crore from Cognizant Technologies for its share buyback of over ₹19,000 crore in 2017-18. The court has directed Cognizant to pay ₹1,500 crore within four weeks as security against the tax demand. If the company fails to comply, the stay order will be vacated automatically.

Securities 52

Securities Technology 52

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

Sales

CFO News

DECEMBER 29, 2023

In detailed guidelines, the CBDT said TCS will be collected on the gross amount charged to the customer. In case the buyer receives a discount, the TCS will be on the final invoice raised to the buyer irrespective of whether the first e-commerce operator is offering the discount or the second. The CBDT also said in case of purchase of goods which are not under the purview of Goods and Services Tax, the TDS will be applicable on the amount without including state levies, VAT or other tax.

Invoicing 52

Invoicing 52

CFO News

DECEMBER 29, 2023

India Inc 2023: The year 2023 saw significant turmoil within several prominent Indian businesses, including Bharat Forge, Indigo, Raymond Group, and Religare Enterprises. These disputes among family members, friends, and stakeholders shed light on critical issues. It emphasized the necessity for clear succession plans, strategies to shield companies from relationship conflicts, and improved scrutiny of stakeholders.

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Planning 52

CFO News

DECEMBER 29, 2023

Uday Kotak, the Kotak Mahindra Bank founder, voiced for corporates to shift away from banks as part of helping India achieve dreams of 9% annual growth and becoming a $30 trillion GDP by 2047. Highlighting the shift from savers to investors, he emphasised challenges in banking, urging large corporates to shift to capital markets. He warned against Japan's economic history and stresses policies to avoid market bubbles.

Banking 52

Banking Economics Marketing 52

CFO News

DECEMBER 29, 2023

The National Financial Reporting Authority (NFRA) has issued an inspection report on audit firm Walker Chandiok & Co LLP (WCCL), highlighting lapses such as the lack of integration between electronic and paper files and the provision of non-audit services prohibited under the Companies Act, 2013. The report also highlighted the existence of related entities of WCCL, Grant Thornton Bharat LLP (GTBL), Grant Thornton Advisory Private Ltd (GTAPL) which are part of a large global "GTIL Networ

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Auditing Financial Reporting 52

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.

Marketing