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 52

CFO Compliance Concentration Auditing 52

The Finance Weekly

FEBRUARY 22, 2023

The following summarizes the abilities that an entrepreneurial CFO should possess to deliver at each stage. CFOs may have to convey negative news, which is ideally accompanied by sound guidance. For the CFO to achieve this effectively, their objectives and motivations must align with those of the rest of the leadership team.

Startups 52

Startups Finance CFO Forecasting 52

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 98

Auditing CFO Accounting Concentration 98

The Finance Weekly

AUGUST 5, 2023

Your Future in FP&A: Navigating the Varied Career Paths Typically, , Financial Planning and Analysis are integral parts of a comprehensive financial management system, which also includes accounting, revenue and cash flow management , governance, risk, and compliance (GRC), along with other core financial processes.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

FEBRUARY 5, 2022

While the Budget delivers on many fronts, achieving this completely would require a concentrated effort spanning multiple years and further reforms. Resilience, inclusive growth, and technology-enabled development – the Budget 2022 by finance minister Nirmala Sitharaman aims to create an enabling framework to achieve these three benchmarks.

Budgeting 130

Budgeting Manufacturing Economics Concentration 130

The Finance Weekly

APRIL 25, 2022

But this terrible war has huge implications — both immediate and longer-term — that are making every CFO sit up and take notice. That puts the onus on the CFO to manage treasury risks and closely monitor the company’s international contracts. All finance chiefs should stay well-informed and nimble in managing risks during this time.

Finance 107

Finance Forecasting Treasury Concentration 107

Future CFO

JULY 4, 2023

a range of other compliance complexities are putting pressure on tax and finance functions, EY noted, adding that these include the US corporate alternative minimum tax, green and sustainability taxes, the EU’s Carbon Border Adjustment Mechanism and an accelerating pace of countries converting to e-invoicing. Beyond BEPS 2.0, The post BEPS 2.0:

Finance 52

Finance Concentration Invoicing Compliance 52

CFO Share

MARCH 14, 2022

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. What is the difference between a quality of earnings report and an audit?

Auditing 52

Auditing GAAP Accounting Principles Profit and Loss 52

Future CFO

AUGUST 7, 2023

Gartner predicts the concentration of pretrained AI models among 1% of AI vendors by 2025 will make responsible AI a societal concern. Gartner recommends organisations adopt a risk-proportional approach to deliver AI value and take caution when applying solutions and models.

Concentration 52

Concentration Data Analysis Compliance Investments 52

CFO News Room

NOVEMBER 8, 2022

For instance, these policies leave governments exempt from compliance. He holds a BA in Political Science with a concentration in International Relations with minors in legal studies and formal organizations from Trinity College in Hartford Connecticut. Ethan Yang.

Prioritization 130

Prioritization Economics Concentration Compliance 130

Future CFO

FEBRUARY 13, 2023

ICTSI) as senior vice president, chief financial officer and compliance officer says the company’s digitisation agenda was fast-tracked considering state lockdowns during the pandemic. “We Consing, Jr , who was formerly with International Container Terminal Services, Inc. Constant analysis of the company’s positions (cash, FX, tax, etc.)

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

CFO News Room

JANUARY 8, 2023

Automating testing or compliance can have a huge impact in terms of freeing up engineer capacity to do what they love. They are already becoming more prescriptive about security and compliance standards for cloud, and thinking about other issues, such as the significant concentration risk.

Budgeting 130

Budgeting Securities Economics Technology 130

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 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

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 !

CFO 52

CFO Leadership Accounting Finance 52

Future CFO

MARCH 7, 2021

Sereen Teoh , CFO at BIG Loyalty. The program works by enabling staff to elect what type of mentor they are looking for — for instance a manager or CFO — who meets with them at minimum once a quarter. I’m honoured to be working at Microsoft Hong Kong where the CEO, CFO and COO are all female, which is very rare in the tech industry.

Finance 52

Finance SAP Leadership CFO 52

CFO News

MARCH 17, 2024

The Securities and Exchange Board of India (Sebi) has exempted overseas funds, having more than 50% of their India equity assets under management in a single corporate group, in case the concentrated holdings of the funds are in a listed company with no identified promoter.

Compliance 98

Compliance Concentration Securities 98

CFO News Room

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

NOVEMBER 29, 2022

” Anh: So, interestingly enough, I actually do also work with LPL’s CFO team, so, they offer a business solution to their advisors where you can bring on a CFO. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.

Leverage 130

Leverage Planning Concentration Tax Planning 130

The Finance Weekly

OCTOBER 13, 2021

While using M&A and divestitures to accomplish organizational growth can be extremely advantageous, it is also one of the most difficult tasks a CFO can face. CFOs will be able to design a more strategic strategy that fulfills the organization's holistic goals by thinking about the whole, extended work.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

CFO News Room

DECEMBER 26, 2022

Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance – Despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. 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.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” Because we know that they set them up as individual.

Restructuring 130

Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 6, 2022

I’m going to launch an RIA just so that I cannot be worried compliance-wise that I’m giving advice that I shouldn’t be.” And so I was, “Okay, I don’t want to do this the wrong way. ” And my big launch of my RIA was I posted on LinkedIn and said, “Hey, I have an RIA.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60

CFO News Room

NOVEMBER 5, 2022

Notably, while an office of supervisory jurisdiction is subject to an annual inspection by the parent brokerage, the new RSLs would only be subject to examination once every three years (reducing the compliance burden on the brokerages, as a growing number of RSLs would expand the number of locations requiring inspections).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

DECEMBER 12, 2022

December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Campus bivalent vaccine compliance is only 22%. Wastewater data ( CDC ), December 6: JFK/LGA, Queens County is still red; ORD, Cook County just turned red; LAX, Los Angeles County now red. Stay safe when travelling.

Concentration 130

Concentration Accounting Numbers Healthcare 130