Trending Articles

article thumbnail

How ‘EQ’ strengthens a finance team

CFO Dive

Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.

Finance 250
article thumbnail

How Mid-Market Leaders Use SAP Cloud ERP to Grow Globally

Navigator SAP

Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.

SAP 207
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

Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.

article thumbnail

5-year TIPS reopening auction gets real yield of 1.650% to good demand

Tips Watch

By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.

article thumbnail

Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

article thumbnail

Unaccounted income invested in Virtual Digital Assets on CBDT radar

CFO News

The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.

More Trending

article thumbnail

Difference between SAP Cloud ERP and SAP S/4HANA Cloud Public Edition

Navigator SAP

If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.

SAP 130
article thumbnail

Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

article thumbnail

Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

CFA Institute

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.

article thumbnail

The Innovators 2025: Global Winners

Global Finance

Manish Kohli , HSBC HSBC HSBC’s 2023 acquisition of Silicon Valley Bank’s UK operations led to the creation of its HSBC Innovation Banking unit, with innovation teams in the US, Israel, and Hong Kong joining a 600-strong UK team. Since then, innovations have flowed thick and fast, including SemFi by HSBC, which aims to deliver seamless embedded finance solutions to business clients.

article thumbnail

Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

article thumbnail

SEC taps alum as chief accountant

CFO Dive

EY veteran Kurt Hohl is rejoining the agency as controversial legislation advancing in Congress would fold the duties of the Public Company Accounting Oversight Board into the SEC.

article thumbnail

From Red to Black: CFO Strategies That Drive Organisational Turnarounds 

CFO Talks

From Red to Black: CFO Strategies That Drive Organisational Turnarounds When an organisation faces financial distress, the Chief Financial Officer becomes a pivotal figure in determining whether the business continues to decline or begins the path to recovery. Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue.

CFO 52
article thumbnail

Jill on Money: How Not To Invest

The Big Picture

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

59
article thumbnail

Book Review: Financial Statement Analysis for Value Investing

CFA Institute

Penman and Pope refine classic value investing through the lens of financial statements.

article thumbnail

Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

article thumbnail

Corporate Loan Markets In US, Europe Rebound After April Plunge

Global Finance

Speculative-grade corporate loan issuance in the US and Europe plummeted in April but has since recovered somewhat, providing corporate borrowers with a window to refinance or reprice existing debt—although lenders may be wary—and potentially take on new debt to pursue acquisitions or other capital-intensive moves. The US saw record loan issuance in January and February, at $69.9 billion and $57.7 billion, respectively, according to PitchBook LCD.

52
article thumbnail

‘Boring’ data work underpins innovation, strategy, Payoneer CFO says

CFO Dive

Finance chiefs need to hone their data skills in an era when they are increasingly looked at not just as strategic leaders, but “innovation champions,” Payoneer CFO Bea Ordonez said.

CFO 182
article thumbnail

The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).

article thumbnail

The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

article thumbnail

Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

article thumbnail

The CFO Confessional: Bless Me, Market, For I Have Sinned 

CFO Talks

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.

CFO 52
article thumbnail

Singapore Floats Retail Access to Private Markets: Next Frontier for Asset Managers?

CFA Institute

Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.

Retail 64
article thumbnail

NY passes CPA pathways legislation as Florida punts

CFO Dive

Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.

article thumbnail

Addressing Uncertainty, Driving Change: The Innovators

Global Finance

Uncertain times call for innovative thinking and a greater focus on both future-proofing and resilience. Accordingly, many of the innovations this year’s award winners are putting in place focus on two imperatives: minimizing the risk of obsolescence or failure when facing unforeseen circumstances and developing greater agility to adapt and thrive in the face of future uncertainties and disruptions.

Finance 52
article thumbnail

How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

article thumbnail

India's strong fiscal dynamics to propel growth, curb inflation: Report

CFO News

India's fiscal dynamics have improved at the aggregate level post-pandemic, with a most notable shift in the quality of spending, which is reflected in the higher capital expenditure by the government over the last five years, according to a Morgan Stanley report.

59
article thumbnail

The Rise of the Strategic CFO with Dr. Huruda D’Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa

CFO Talks

The Rise of the Strategic CFO with Dr. Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. As the Head of Finance, Acting Head of Risk Management, and Country HR Lead at Liberty Health, and the founder of the CFO Forum in Mozambique, Dr.

article thumbnail

Search Funds: A Strategic Investment in Underserved Markets

CFA Institute

Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.

article thumbnail

7 CFO tips for thriving despite ‘perma-crisis’ turmoil

CFO Dive

“Foundational rules for risk management have been fundamentally altered forever," the former CEO of the Institute of Internal Auditors said.

article thumbnail

Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.