Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. 00:06:32 [Speaker Changed] And then following Aetna, you end up at Altus Investment Manager, your, your CFO there. It was a, a great company.

Concentration

CFO News

JUNE 8, 2023

Joint Audit India: David Herbinet, its global head of audit, says joint audit deals with challenges of high concentration of Big Four firms and of audit quality

Auditing

CFO Leadership

AUGUST 12, 2021

The CFO Leadership Council proudly highlights our very first ten Diversity, Equity, and Inclusion Ascend Honorees! The Ascend program is an opportunity for Senior Finance Executives from underrepresented groups to join The CFO Leadership Council. Fisher Senior VP & CFO American Hospital Association. Christina Y. Christina Y.

Leadership

CFO Talks

AUGUST 24, 2022

Welcome to this SAIBA CFO podcast, SAIBA is the South African Institute of Business Accountants, it has more than 12 000 members and specialises in a wide range of disciplines such as accountancy and tax, training and development, career enhancement, legislation and financial reporting. Adding value to business is critical for our role’.

Auditing

CFO News

SEPTEMBER 17, 2024

Amid concerns from the Institute of Chartered Accountants of India about potential audit concentration among large firms, the NFRA proposes significant revisions to SA 600 to address audit deficiencies and enhance oversight.

Concentration

CFO News

NOVEMBER 26, 2024

NFRA is firm on its revised auditing standards, particularly SA 600, but remains open to reconsidering the approach if ICAI or any other regulatory body presents compelling evidence of audit concentration risks.

Concentration

VCFO

NOVEMBER 7, 2023

It’s important to differentiate between having audited financial statements and a QoE report, as these are quite different reports. An audit opines on the accuracy of a historical period. An audit looks backwards, giving an opinion on the financial statements and health of the company. — Thinking of selling your business?

Valuation

CFO News

NOVEMBER 26, 2024

Gala cautioned that the reforms could concentrate audit work among larger firms, disadvantaged smaller players. "We "We could see more mergers and collaborations between smaller audit firms to form larger entities," he noted.

Auditing

CFO Talks

MARCH 20, 2024

From Controller to CFO: What Changes? Moving from being a Controller to a CFO is a big step up. Both the CFO and Controller deal with the company’s finances, but they focus on different things. The CFO, however, looks at the bigger picture. It’s like going from keeping score to calling the plays.

CFO

CFO News

SEPTEMBER 2, 2024

The proposed revisions, which would apply to auditors of listed firms, have sparked apprehension within the ICAI about the potential concentration of audit work among large firms, potentially sidelining smaller and mid-sized practitioners.

Auditing

CFO News

AUGUST 28, 2024

The National Financial Reporting Authority and the Institute of Chartered Accountants of India are at odds over proposed changes to domestic audit standards. ICAI fears the changes could concentrate audit work among large firms, impacting smaller practitioners.

Auditing

CFO Talks

OCTOBER 31, 2024

Members’ Profile: Rowen Pillai In this edition of CFO Club Africa’s Members Spotlight, we are introducing Rowen Pillai, the Chief Executive Officer of Lean Technovations Pty Ltd. Another memorable experience was working with KPMG’s internal audit team in Zimbabwe for three weeks.

CFO

CFO Plans

OCTOBER 9, 2024

Explore Strategic Financial Solutions with CFO Plans to navigate these complexities with ease. Learn How CFO Plans Can Boost Your Financial Health Corporate Tax Planning for Proactive Financial Management Corporate tax planning is a fundamental aspect of successful tax compliance.

Compliance

CFO Share

MARCH 14, 2022

What is the difference between a quality of earnings report and an audit? Audited financial statements focus on compliance with GAAP accounting standards, whereas Quality of Earnings reports focus on the company’s earnings history and potential. Sales concentrations and/or backlog risk. Book an appointment with a CFO today.

Auditing

Future CFO

OCTOBER 27, 2021

There are five key priorities that CFOs must consider while navigating the post-pandemic business landscape, said Tricor Group and FutureCFO when releasing recently results of a survey of 600 CFOs worldwide. Accelerate digital transformation efforts. Many organisations expect remote work to continue post-pandemic.

CFO

Boston Startup CFO

OCTOBER 29, 2012

CFO: If your company has closed a seed round of funding or is earning more than $250K per year, you need a CFO to handle your financial strategy and run your accounting team. Even if you’re not yet funded or earning significant revenue, you may still be in need of CFO services. Courtesy of YEC.

Startups

CFO Talks

FEBRUARY 20, 2024

Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO Written by: Staff writer In this podcast Farhaan Moolla, a seasoned CFO with a notable career in financial leadership and strategic planning, shared his journey, beginning with his entrepreneurial family background. Farhaan : Mornin g, Nicola a s !

Leadership

Future CFO

JUNE 2, 2024

For instance, we may see entrepreneurial ‘super-accountants’ run leaner audit firms with more efficient employees, and still capable of providing a full suite of services through automation and AI augmentation." The notion of ‘super-accountants’ leveraging AI to cover more areas in multiple fields with fewer resources is also exciting." "For

Finance

CFO Share

APRIL 11, 2024

Busy small business owners unable to keep up with their books often consider outsourced CFO services as a cost-effective solution. Reputable outsourced CFO firms adhere to best practices and technologies that elevate financial security, such as separation of duties, best-in-class password management, and continuous fraud education.

Securities

The Finance Weekly

APRIL 21, 2024

What could go wrong if your Chief Financial Officer (CFO) is not effective in their job? What CFOs are Capable of Doing? Being a CFO is a top-tier position where you team up with the CEO and other leaders to steer a company toward success. Facilitate risk management, audits, and research.

CFO

CFO Talks

JUNE 2, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants. Welcome Dean, where are you at the moment?

Auditing

Future CFO

AUGUST 14, 2023

“Generative AI was the second most-frequently named risk in our second quarter survey, appearing in the top 10 for the first time,” said Ran Xu director, research in the Gartner Risk & Audit Practice.

Concentration

CFO Talks

JUNE 2, 2022

Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants. Welcome Dean, where are you at the moment?

Auditing

CFO Share

SEPTEMBER 7, 2023

That’s not best practice and could create problems during an audit or due diligence. Year-end is all about uninterrupted concentration, so working on a Saturday is a great idea. Ensure your transaction coding includes vendors. Accounting software like Quickbooks allows you to code transactions without vendors.

Profit and Loss

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. Utilizing Client Meeting Checklists To Provide A Personal And Efficient CFO Service [56:13]. Matthew: Exactly. Matthew: The advisors.

Planning

CFO Talks

SEPTEMBER 13, 2024

Nicolaas van Wyk: Good day, CFO Club members, prospective members, and our CFO audience. My name is Nicolaas van Wyk, and I’m hosting another interesting podcast for CFO Club with Dr. Lawrence Nsibandze. I recently met Dr. Lawrence when we were both attending a Marcus Evans event called the 7th CFO Africa Summit.

Finance

Barry Ritholtz

APRIL 25, 2023

RITHOLTZ: Well, a lot of work still to go, but there are clearly economies of scale, and I give full credit to my partners for seeing this before I did, and, hey, we need to hire a CFO or promote someone and say, you know, you don’t want Barry doing payroll and Josh doing the health care plan, but that’s literally what was going on.

Mergers and Acquisitions (M&A)

CFO News Room

FEBRUARY 5, 2023

Inexperienced (or worse) auditors : Hindenburg notes that the accounts at Adani Enterprises and Adani Total Gas are audited by a tiny and largely unknown auditing firm, Shah Dhandaria, with four partners and eleven employees, some young and inexperienced.

Marketing

CFO Plans

FEBRUARY 3, 2025

Regular financial statement reviews and internal audits are instrumental in catching these red flags early, allowing for prompt intervention and course correction. Concentrate on nurturing strong customer relationships, offering incentives for early payments, and diversifying income streams.

Budgeting

CFO Talks

NOVEMBER 1, 2024

Members’ Profile: Charles Humphreys Mbale In this edition of CFO Club Africa’s Members Spotlight, we’re introducing Charles Humphreys Mbale, Director at Sedumame & Associates Pty Ltd and BRICS Energy Africa. Strategic Thinking: A CFO must go beyond numbers, contributing to the company’s strategy and long-term vision.

Prioritization