CFO Dive

MARCH 31, 2025

Pillar Two upends global tax. Leaders should focus on three areas for efficient and effective compliance.

Compliance 261

Compliance 261

CFO News

APRIL 1, 2025

ICMAI President Bibhuti Bhusan Nayak has voiced strong support for merging ICMAI, ICAI, and ICSI if it benefits the nation, amid growing debates over professional recognition in the Income Tax Bill, 2025. In an exclusive interview with ETCFO, he addressed the technical challenges of such a merger, key considerations for its success, and the need for equal empowerment of all accounting professionals to conduct tax audits.

Auditing 89

Auditing Accounting 89

Barry Ritholtz

MARCH 31, 2025

A quick note on tariffs : Over the past few weeks, I’ve been putting together my quarterly call for clients. The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. Its easy to get distracted by the chaos of random policies that have been coming rapid-fire at Americans.

Economics 82

Economics Entertainment Education Marketing 82

CFO Talks

APRIL 1, 2025

The Art of Buy-In: Getting Stakeholders Off the Fence and Into Action Youve been there before. A strategy that makes perfect financial sense, backed by solid numbers and a clear ROIonly to watch it stall because someone wasnt quite sold. You didnt need another spreadsheet. You needed buy-in. In the world of finance and business leadership, technical skills will only take you so far.

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CFO Leadership Budgeting Compliance 52

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.

Finance

CFO Dive

MARCH 31, 2025

“Stockpiling ahead of potential tariff implementation on a wide range of consumer goods could lead to a pullback in goods spending later this year,” the Conference Board said.

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Barry Ritholtz

MARCH 30, 2025

Fun convo with Joe and Josh of Stacking Benjamins. Transcript waaaay down the page here. Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

Investments 66

Investments Finance Marketing 66

CFO News

APRIL 1, 2025

Amid looming fears of tariffs and shakedown of global financial markets, Indias GST collections for March 2025 reached a record Rs. 1.96 lakh crore, driven by an 8.8% increase in domestic revenue and a 13.6% rise in import revenue. Net GST revenue amounted to Rs. 1.76 lakh crore, reflecting a 7.3% year-on-year growth. Maharashtra, Karnataka, and Gujarat were the top contributors.

Compliance 51

Compliance Economics Marketing 51

CFO Dive

MARCH 31, 2025

Rising retirement rates contributed to growing turnover, with 54% of outgoing CFOs either retiring or moving exclusively to board positions, the firm said.

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CFO 219

The Charity CFO

APRIL 1, 2025

At The Charity CFO , weve worked with hundreds of nonprofits (if not thousands)and reviewed thousands of financial systemsover the past decade. From grassroots organizations to $20M+ institutions, weve seen firsthand what sets high-performing nonprofits apart. Its not just about clean books or audit prep. The organizations that thrive have a shared commitment to financial discipline, strong internal controls, and strategic leadership.

Nonprofit 52

Nonprofit CFO Leadership Cash Flow Forecasting 52

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.

Financial Data

Nerd's Eye View

APRIL 1, 2025

Welcome everyone! Welcome to the 431st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nick Rodkin. Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households. What's unique about Nick, though, is how, after nearly 15 years of practicing as a financial advisor, he went back to graduate school to get a master's degree in marriage a

Planning 52

Planning Budgeting Communication 52

CFO Plans

APRIL 1, 2025

In the exhilarating realm of technology startups, ambitious entrepreneurs and CEOs are on a relentless quest for rapid expansion. However, with this growth comes the critical task of maintaining legal and financial compliance. For those daring enough to embark on this journey, mastering Entrepreneurial Compliance Strategies is not just a necessityit’s a catalyst for sustainable growth and success.

Compliance 52

Compliance Startups Risk Management CFO 52

CFO Dive

MARCH 31, 2025

Amid rising pressures from tariffs, market volatility and the renewed threat of a slowdown, executives are once again doubling down on cutting general and administrative costs.

Marketing 218

Marketing 218

CFO News

MARCH 31, 2025

Finance Minister Nirmala Sitharaman is scheduled to visit London next week, from April 8-10, where she will discuss issues related to bilateral trade and investment, and hold talks under the India-United Kingdom Economic and Financial Dialogue.

Economics 80

Economics Finance Investments 80

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.

Forecasting

Tips Watch

MARCH 30, 2025

The new target-date ETF, ticker IBIL, matures in October 2035. By David Enna, Tipswatch.com Blackrocks iShares division last week launched a unique ETF holding just one bond: CUSIP 91282CML2, a 10-year TIPS that matures in January 2035.

Treasury 65

Treasury Investments Finance 65

Reval

APRIL 1, 2025

LONDON 1 April 2025: ION, a global leader in trading and workflow. The post ION to offer seamless connectivity to new MIAX Futures Onyx trading platform appeared first on ION.

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CFO Dive

APRIL 1, 2025

More than 300 tech companies are currently in the fast-growing “office of the CFO software market," according to venture capital firm Norwest.

CFO 175

CFO Marketing 175

CFO News

APRIL 1, 2025

India's growth is expected to be 6.5 per cent this fiscal, projected by Moody's. This will be the highest among the G-20 countries, aided by tax measures and continued monetary easing. The nation's economy will attract capital and withstand cross-border outflows better than many peers due to its domestic focus and strong financial buffers.

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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

Accounts Payable

Global Finance

APRIL 2, 2025

Falling costs, private investment, and new business opportunities are fueling a rapidly expanding space economy poised for major growth. Since ancient times, humans have dreamed of conquering the skies. Today, that vision is closer to reality than ever, as space presents promising commercial opportunities. A drastic drop in costsdriven by a surge in private investment over the past 20 yearshas accelerated this shift.

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CFO Thought Leader

APRIL 2, 2025

Fresh out of a hedge fund analyst role, Erik Rothschild walked into an interview at a Chicago-based trading firm and did something unexpectedhe pitched actual trade ideas to the portfolio manager across the table. That bold move earned him a spot on the team, and eventually, a portfolio of his own. That whole experience taught me how to assess decisions through the lens of an investment, Rothschild tells us.

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CFO Dive

APRIL 1, 2025

The department-store chain on Tuesday said Thomas J. Edwards of Capri Holdings will join the company in June, succeeding Adrian Mitchell as CFO and COO.

CFO 167

CFO Accounting 167

CFO News

APRIL 2, 2025

The performance of Indian rupee in FY25, when compared with other global currencies, was relatively stable, with a stronger dollar weighing on all major currency pairs, a report showed on Wednesday.

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Reconciliations

Global Finance

APRIL 2, 2025

Marcia Hook and TyMeka Reeves-Sobers, partners with global law firm Clifford Chance, assess the changing outlook for energy producers and investors. Global Finance: How has the outlook for the energy industry shifted under the new US administration? Marcia Hook: Under the Biden administration, we saw significant investments in the US energy space. The business was booming, there was a lot of excitement from a range of investors, and that was bolstered significantly by the incentives under the IR

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E78 Partners

APRIL 2, 2025

With record dry powder entering 2025, Private Equity firms are aggressively pursuing add-on acquisitions to scale platforms and drive synergies as part of their five value creation levers. This “buy-and-build” strategy is particularly effective in fragmented industries such as technology, healthcare, and professional services, where consolidation accelerates growth and enhances valuation multiples.

Valuation 52

Valuation Healthcare Planning Investments 52

CFO Dive

APRIL 1, 2025

The former finance chief is seeking $1.2 million in funds he claims he’s owed relating to a separation agreement, as well as $5 million in damages.

CFO 162

CFO Finance 162

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan durability under a handful of adverse scenarios.

Marketing 52

Marketing Math Planning Leverage 52

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

Finance