Mon.Jun 16, 2025

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

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.

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

Bankrupt At Home ‘significantly impacted’ by tariffs, CFO said

CFO Dive

The liquidity pressures faced by the home goods retailer were “exacerbated and accelerated” by the uncertain tariff environment, CFO Jeremy Aguilar said.

CFO 237
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

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

Are Your Collection Emails Getting Results?

Trade Credit & Liquidity Management

A properly managed Accounts Receivables (AR) portfolio is essential to maintain the liquidity your company needs to sustain its business and grow. This requires efficient and effective collection practices, a well-trained staff, and some degree of process automation. Reaching out to customers by email to collect open balances is a key element in a comprehensive collection approach.

More Trending

article thumbnail

#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next

Strategic Treasurer

Episode 363 Applying AI in Treasury: Use Cases, Cautions, and What’s Next In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming?

article thumbnail

Central PSEs contribution to India's financial resources sees 120 pc surge in 11 years

CFO News

The Central Public Sector Enterprises (CPSEs) have contributed a record Rs 4.85 lakh crore to India's financial resources in FY2023- 2024, a 120 per cent increase from Rs 2.20 lakh crore in FY 2013-2014, the Finance Ministry said on Monday.

Finance 52
article thumbnail

CIMA, TFAC renew memorandum of understanding

Future CFO

The Chartered Institute of Management Accountants (CIMA) and the Thailand Federation of Accounting Professions (TFAC) renewed their Memorandum of Understanding (MoU) for another three years. The agreement, which has opened up new employment opportunities for accounting, finance, and business professionals and has given employers in Thailand access to a wider talent pool, allows TFAC members to become CIMA members, subject to passing the CGMA Professional Qualification Strategic Case Study Exam.

article thumbnail

1106: Scaling Smarter: Inside the Finance Revenue Engine | Tim Ritters, CFO, Gong

CFO Thought Leader

During his decade at Google, Tim Ritters worked at the intersection of product and finance, helping to launch financial systems in collaboration with engineering, marketing, and product teams. The role gave him early exposure to cross-functional work and large-scale data environments. “Day one, you’re working cross-functionally,” Ritters tells us. He adds that this mindset became foundational to his approach going forward.

CFO 52
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

Indian bond yields, swap rates ease after dovish comments from RBI chief

CFO News

Indian government bond yields decreased early Tuesday. Overnight index swap rates also saw a reduction. Reserve Bank of India governor's dovish comments influenced the market. These comments eased concerns about interest rates. Traders are watching oil prices. Lower inflation could lead to another rate cut this financial year. The central bank will closely monitor incoming data.

Banking 40
article thumbnail

How Microsoft Fabric and Copilot Updates are Shaping Enterprise BI

Collectiv

May 2025 delivered a surge of innovation across Microsoft Fabric, Power BI, and Copilot—ushering in what we’re calling the age of agentic business intelligence. From conversational AI to real-time intelligence and AI-ready data architecture, these updates signal a powerful shift in enterprise BI. We explore these developments across our Build Smarter – BI, AI, and What’s Next blog series, including Agentic BI: how Copilot and AI agents are reshaping Power BI workflows and What Micros

article thumbnail

FPIs urge Sebi for more flexibility, closing auction session

CFO News

Foreign portfolio investors are seeking regulatory reforms, including an extension of licence tenure from three to five years and the introduction of a closing auction session.

40
article thumbnail

Embracing AI-driven automation for digital transformation

Future CFO

Amid the ongoing transformation in the business world brought about by varying factors such as economical shifts, regulatory adjustments, and market volatility, it is certain that the confidence to make swift changes to organisations' policies and workflow does not come in easily. Experts have said time and again that deep monitoring and predictive analysis, along with a substantial amount of data play vital roles in business decisions.

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

InCred bets on Camlin, midcap banks; Exits Adani Ports, Cipla amid tepid earnings outlook

CFO News

InCred Equities has turned selective on Indian equities, adding Camlin Fine Sciences and mid-sized banks to its high-conviction list while dropping Adani Ports and Cipla. The brokerage’s reshuffle comes amid slowing earnings momentum, even as broader markets rally on improving macroeconomic signals.

Banking 40
article thumbnail

Malaysia: Leveraging A Strategic Location

Global Finance

Vital Statistics Location: Southeast Asia Neighbors: Singapore, Thailand, Myanmar Capital City: Kuala Lumpur Population (2022): 35.9 million Official Language: Malay GDP per capita (2025): $13,140 (est.) GDP growth (2025): 5% (est.) Inflation (2025) : 2%-3.5% (est.) Currency: Ringgit Investment promotion agency: InvestKL, under the Ministry of International Trade and Industry; also the Malaysian Investment Development Authority for manufacturing and servicing sectors Investment incentives: Incom

article thumbnail

RedBus appoints Livspace's Saurabh Agarwal as finance chief

CFO News

RedBus has appointed Saurabh Agarwal as its new chief financial officer, bringing over two decades of experience in financial leadership and corporate strategy. Agarwal's expertise in high-growth businesses and team building aligns with RedBus's ambitions to scale across markets and product lines. RedBus, part of the MakeMyTrip group, boasts significant global sales and a large customer base.

Finance 40
article thumbnail

The 6 things every CFO should do to prepare for CBAM

CFO Dive

Skip to main content Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An articl

CFO 233
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

Tax experts raise concerns over misuse of GST audit notices

CFO News

Tax experts have voiced concerns regarding the overuse of GST audit scrutiny notices under Section 74(A), intended for fraudulent cases, during a GST conclave. They argue that these notices are being issued for genuine discrepancies, leading to unnecessary penalties and hindering access to amnesty schemes.

article thumbnail

From Riyadh To The Runway: Flynas IPO Is Taking Off

Global Finance

The Riyadh-based firm has an established route map that extends to Brussels, Casablanca and Mumbai. The main objectives for the IPO are to expand the fleet and network, including the lucrative Hajj and Umrah religious travel market, and to become fully digitalized while escalating its cargo operations. In 2024, Flynas posted mounting revenues with proceeds increasing by 19% to $2.01 billion (about SAR7.6 billion).

article thumbnail

EPFO cautions members against taking help from agents for online services

CFO News

The EPFO cautions members against using third-party agents for services, advising them to utilize the free online portal to protect their financial data. The organization has streamlined processes like KYC updates and claim submissions, removing employer approvals in many cases.

article thumbnail

Economy to slow, inflation to persist above Fed 2% goal: NABE survey

CFO Dive

Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management L

CFO 111
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 Inc's operating profit margins likely to rise to 18.5 pc in Q1 FY26: Report

CFO News

India Inc's operating profit margins are expected to increase by 10 to 40 basis points to 18.2-18.5 per cent in Q1 (April-June) of FY2026, following the sequential recovery over the past few quarters, according to a report released by rating agency ICRA on Monday.

52
article thumbnail

Transcript: Bill Bernstein on Navigating Uncertainty

The Big Picture

The transcript from this week’s, MiB: Bill Bernstein on Navigating Uncertainty , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News.

Math 52
article thumbnail

Meesho to pay $288mn tax to come back

CFO News

Meesho has received approval to relocate its base from the United States back to India. The e-commerce firm will demerge its Indian operations from its US parent. This move aligns Meesho's structure with its Indian business. Other startups like Zepto and Razorpay have also redomiciled to India. Meesho is preparing its draft IPO papers.

article thumbnail

10 Monday AM Reads

The Big Picture

My back-to-work morning train WFH reads: • Making Sense of Recession Probabilities. Preliminary estimate of gross domestic product for Q1 2025,showed GDP declined 0.3%. Even prior to this, Google web searches of the term “recession” hit peak popularity. News articles mentioning recession often cited market analysts’ “probability of recession.” How do economists and Wall Street analysts generate these so-called recession probabilities, and what do they mean?

Finance 59
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.