Sat.Jan 04, 2025 - Fri.Jan 10, 2025

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How to Prepare Your Finance Team for Growth 

CFO Talks

How to Prepare Your Finance Team for Growth One of your most important roles is to nurture and develop your finance team. After all, a strong and adaptable team is key to achieving long-term success in a competitive business environment. Preparing your finance team for growth is not just about giving them new tasks; its about equipping them with the skills, mindset, and tools to thrive in a changing world.

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Finance AI Chatbots for Businesses

The Finance Weekly

Finance Artificial Intelligence (A)I chatbots are reshaping how businesses handle customer interactions and streamline financial operations. According to Gartner , chatbots and virtual assistants are changing the game for how businesses handle customer questions. More and more companies are turning to these tools, and by 2027, theyre expected to become the go-to option for customer service.

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IDC FutureScape: Worldwide Intelligent ERP 2025 Predictions Summary

Navigator SAP

The IDC FutureScape report highlights key trends and predictions shaping the future of enterprise resource planning (ERP) and enterprise application technologies. The document emphasizes how AI, particularly Generative AI (GenAI), is transforming business operations and enabling a shift toward more automated and efficient workflows. The main predictions and drivers provide a roadmap for organizations aiming to modernize their systems, optimize processes, and maintain competitiveness in a data-dr

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GenAI: When not to use?

Future CFO

As the business world swirls around the hype that is generative artificial intelligence (GenAI), it is important finance leaders take a look on when not to indulge. Leinar Ramos , senior director analyst at Gartner, Inc., whose work focuses on artificial intelligence, explains that generative AI is not the silver bullet it is often made out to be. While indeed game-changing, GenAI is only one aspect of a much larger and more fruitful AI landscape.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Mastering Financial Planning for Solopreneurs: First-Time Hiring Tips

CFO Plans

Transitioning from a solopreneur to a business owner with employees is an exhilarating journey that marks a significant milestone in your entrepreneurial path. As you prepare to make your first hire, you’re not just adding a team member; you’re inviting new financial dynamics and opportunities for scalable business growth. To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embra

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Big 4 in India outshine MNC parents; combined revenue seen at over Rs 45,000 crore in FY25

CFO News

The Indian arms of Deloitte, PwC, EY, and KPMG showed strong revenue growth in FY24, driven by consulting and tech services, with combined revenue reaching nearly Rs 38,800 crore, and are expected to surpass Rs 45,000 crore by FY25. This growth has been fueled by high demand from mid-market clients and government services, despite slower growth due to economic uncertainties.

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At the Money: Matt Hougan on Crypto Technology

Barry Ritholtz

SPOTIFY EMBED St. Vincent – Digital Witness [link] Digital witnesses, what’s the point of even sleeping? If I can’t show it, if you can’t see me What’s the point of doing anything? This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins?

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BEA China Redefines Wealth Management

Global Finance

Incorporated in Hong Kong in 1918, BEA is a leading global bank listed on The Stock Exchange of Hong Kong, and operates one of the largest local branch networks. In the Chinese Mainland, BEAs presence dates back to the opening of the Banks Shanghai branch in 1920. BEA has an extensive network of approximately 130 outlets in China, Southeast Asia, the United Kingdom, and the United States.

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A great mystery: I Bond buying guide for 2025

Tips Watch

By David Enna, Tipswatch.com I’m a big fan of all those Agatha Christie Poirot books, Sherlock Holmes, Philip Marlow, every episode of Columbo on TV. But even those great detectives would have a hard time figuring out TreasuryDirect.

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GEP Spend Category Outlook Report 2025

2025 will feel familiar, in some regards. The procurement and supply chain category management landscape will remain turbulent, with geopolitical tensions, worries over fresh tariffs, rising costs, and supply chain disruptions posing significant challenges. But you should also expect some lightning-fast changes in 2025 as artificial intelligence continues to upend the way enterprises and procurement, supply chain, and category management professionals operate.

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Ohio gov signs alternative CPA licensure pathway bill into law

CFO Dive

The move puts the Buckeye state at the forefront of the recent drive to address the talent shortage by widening on-ramps into the accounting profession.

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The SAP Supplier Portal and How it Helps

Navigator SAP

Wouldnt it be great if there was an easier way to manage supplier relationships? For businesses that use SAP S/4HANA Cloud Public Edition , there is: The SAP Supplier Portal. Keep reading to learn more about this SAP extension and why businesses with supplier relationships should be using it.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them.

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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits of individuals who worked in both "covered" (jobs for which they paid into the Social Security system) and "non-covered" (those in which they didn't,

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Cash Flow Secrets Every Upskilled CPA Should Know

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.

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Walking a tightrope: 6 CFO trends for 2025

CFO Dive

Financial executives can gain an edge in 2025 by monitoring six trends in federal policy and business strategy.

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1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security

CFO Thought Leader

CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions.

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TreasuryDirect is sending out a survey on the savings bond gift-box. Here are the details.

Tips Watch

By David Enna, Tipswatch.

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How Employer Roth Contributions To Solo 401(k) Plans Reduce The QBI Deduction (And Increase Taxes) For Self-Employed Workers

Nerd's Eye View

Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. One of their key features is the ability to make contributions both as an "employee" of the business and as the "employer", i.e., the business itself. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.

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Profit in the Details: Rethinking Spend for Monumental Impact

Speaker: Aaron Berson

Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g

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‘Gangbusters’ hiring reduces odds of early 2025 Fed rate cut

CFO Dive

The yield on the benchmark 10-year Treasury bond rose as investors bet the Federal Reserve will pause monetary easing.

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Unlocking IPO Success in 2025: Trends, Challenges, and Insights

E78 Partners

As 2025 approaches, the equity capital markets are gearing up for a notable acceleration in IPO activity. Economic shifts, technological innovation, and evolving investor strategies are creating a dynamic environment for companies considering going public. While the opportunities are vast, the path to a successful IPO is complex and requires careful preparation.

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Riding the Waves of Change: How CFOs Can Steer Business Success

CFO Talks

Riding the Waves of Change: How CFOs Can Steer Business Success The world of business is rarely predictable. Economic changes, whether due to inflation, global disruptions, or evolving consumer behavior, require businesses to be agile and adaptable. As CFOs, you are at the helm of navigating these changes. The right strategies can mean the difference between thriving and merely surviving.

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management.

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Navigating Bleisure Travel: A Guide for Mid-Sized Companies

Bleisure travel — where employees combine work and leisure — has been around since the advent of corporate travel and is here to stay. Successful bleisure policies strike a balance between employee preferences and company goals — workers report a 64% improvement in work-life balance, while companies benefit from reduced travel costs and increased workforce innovation.

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New Apple finance chief awarded $1M salary

CFO Dive

Kevan Parekh took over as Apple’s finance chief effective Jan. 1, replacing Luca Maestri, who has assumed a new role at the tech giant.

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Ep 42: From Misaligned Commissions to Unified Goals

CFO Thought Leader

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging the gap between sales and delivery teams.

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Per capita nominal GDP in FY25 to grow by Rs 35,000 more than FY23: Economists

CFO News

Despite a slowdown in real GDP growth, per capita nominal GDP in India is expected to increase significantly in FY25, by at least Rs 35,000 more than FY23, economists have said.

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and 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 Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port

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GEP Outlook Report 2025

For years, you and your team have fought an uphill battle. Supply disruptions. Cost pressures. ESG compliance. You name it, and you’ve had to navigate it. In 2025, many challenges will persist, but procurement and supply chain teams have a powerful tool with rapidly advancing capabilities to tackle them — artificial intelligence (AI). The GEP Outlook 2025 report examines the disruptive transformation AI is driving in procurement and supply chains, alongside other key trends and the macroeconomic