Tue.Jul 08, 2025

article thumbnail

Climbing the Ladder Without Changing Ladders

CFO Talks

Climbing the Ladder Without Changing Ladders It is easy to romanticise the modern finance career as a fast-paced journey filled with lateral moves, high-impact projects, and strategic leaps across industries. But behind many successful CFOs lies a very different story. One shaped by consistency, trust, and years of growth within a single organisation.

article thumbnail

Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year: #FASuccess Ep 445 With James Conole

Nerd's Eye View

Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien

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

How and When to Communicate with Your Busy Business Bankers

CFO Selections

The relationship between business owners and their bankers is critical to maintain to ensure both short-term and long-term business health, and yet it's not talked about very often. H ow do you collaborate with your bankers during times of uncertainty? How do you make this critical relationship work to your benefit over the long term?

article thumbnail

Jane Street victims? F&O casino made retail option traders lose Rs 1 lakh crore in FY25

CFO News

While SEBI accused Jane Street of earning Rs 36,500 crore through systematic market manipulation, the regulator’s research report reveals that retail F&O traders’ total net losses surged from Rs 75,000 crore in FY24 to an alarming Rs 1.05 lakh crore in FY25.

article thumbnail

8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

article thumbnail

Non-US firms are shrewd accounting standards shoppers

CFO Dive

Since 2007 more foreign private issuers have opted to use IFRS accounting standards when filing U.S. financial reports, a Hebrew University of Jerusalem study found.

More Trending

article thumbnail

Aster DM Healthcare sets sights on smaller cities to expand play, grab top spot

CFO News

​​​The combined entity reported more than ₹9,000 crore in revenue in FY25, trailing Apollo Hospitals' ₹22,027 crore, showed data from ET Intelligence Group.

article thumbnail

Book Review: Cheaper Faster Better: How We’ll Win the Climate War

CFA Institute

Mark K.

article thumbnail

Mastering Presentation Skills for Financial Executives

Trade Credit & Liquidity Management

Whether you’re presenting to your team, another department, senior management, or to a wider audience, the prospect of giving a presentation can be daunting, especially if you're feeling rusty or have little experience. You are not alone. Many presenters face self-doubt and nervousness. By following some basic tips and best practices, you can enhance your skills and deliver presentations with confidence, whether in person or online.

article thumbnail

SEC seeks SolarWinds settlement in reversal for agency under new leadership

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

article thumbnail

How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

article thumbnail

CIMA renews MOU with Philippines' accountancy bodies

Future CFO

The Chartered Institute of Management Accountants (CIMA) renewed its memorandum of understanding with the Philippine Institute of Certified Public Accountants (PICPA) and the Philippine Association of Management Accountants (PAMA) for another three years. Under the agreement, which has made way for new employment opportunities for accounting, finance, and business professionals and given employers in Philippines access to a wider talent pool, PICPA members are allowed to become CIMA members, sub

article thumbnail

Measuring AI value is tricky. Here’s how CFOs should approach it.

CFO Dive

Many of AI’s benefits — better forecasts, faster decisions, stronger customer engagement — are difficult to quantify, writes Keystone.ai’s Aarif Nakhooda.

article thumbnail

Price Of Protection: Inside The Global High-Stakes Response To Tariff Turmoil

Global Finance

To find out how companies are coping with rising trade tensions and currency volatility, we asked our writers across key regions—Southeast Asia, Japan, India, and the United States—to speak with manufacturers and exporters on the ground. Table of Content SOUTHEAST ASIA INDIA JAPAN UNITED STATES The picture that emerged is one of caution, adaptation—and, above all, unpredictability.

article thumbnail

SaaS audit costs climb as tech stack visibility slides

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

article thumbnail

You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

article thumbnail

India to get Rs 10,000 crore from Cyprus firms in biggest maritime FDI since 2005

CFO News

Big news for Indian shipping. Interorient Navigation and Danship & Partners, from Cyprus, are set to invest significantly. They plan to inject Rs 10,000 crore into the sector. This marks the largest foreign investment since 2005. The investment promises to boost India's maritime capabilities. It will also create new opportunities within the industry.

article thumbnail

Bankrupt Wolfspeed taps new CFO

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
article thumbnail

India in talks with Australia to source rare earth minerals, says official

CFO News

India and Australia are engaged in discussions regarding the sourcing of rare earth minerals, prompted by concerns over China's export restrictions and subsequent magnet shortages. Indian companies, including both private and public sector entities, are also expressing significant interest in acquiring copper blocks in Australia, particularly given existing smelting capacity and investments in the sector.

article thumbnail

Branding Beyond the Logo: What Nonprofits Must Know

The Charity CFO

"Most nonprofits don’t have a branding problem—they have a clarity problem." Discover how refining your verbal identity can transform your nonprofit's outreach and engagement. The post Branding Beyond the Logo: What Nonprofits Must Know appeared first on The Charity CFO.

article thumbnail

Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

article thumbnail

No LTCG tax on Rs 1.32 crore house bought only at Rs 45 lakh: Homebuyer wins LTCG tax exemption case at Delhi ITAT after 7 years fight

CFO News

A homebuyer faced legal and tax challenges after buying a Delhi property, including a dispute over the sale agreement and issues with income tax exemptions. Despite initial setbacks, he secured partial victories in the Delhi High Court and ITAT, particularly regarding Section 54 LTCG tax exemption and a notice related to purchasing the property below circle rate.

article thumbnail

AI-driven job cuts may be underreported: Challenger

CFO Dive

Only 75 job cuts by U.S.-based employers in the first half of the year were explicitly attributed to AI, according to Challenger, Gray & Christmas. The outplacement firm suspects the number is higher.

article thumbnail

Emerging as powerhouse of innovation, India poised to lead global economy: PwC

CFO News

skip to main content --> Login Get App News Economy Governance, Risk & Compliance Corporate Finance Policy ETCFO Research CFO Tech Leadership International Strategy & Operations ESG Tax, Legal & Accounting ETCFO Explains View all News Exclusives Leaders Speak Events Awards Webinars Brand Solutions More Newsletters MasterClasses About Us Contact Us Advertise With Us Search CFO Interviews CFO Moves GST Economy Editors Note Auditors Diary CFO Talk ETCFO Explains More CFO Speak ETCFO Videos ETCFO Re

article thumbnail

The Fastest Way to Fall Behind: Running the Same Old GTM Tactics

The CRO Club

Your go-to-market playbook probably still works. but not fast enough to keep up. If you're feeling stuck or falling behind, Everett Berry shares how high-performing teams are moving faster, testing smarter, and staying ahead. The post The Fastest Way to Fall Behind: Running the Same Old GTM Tactics appeared first on The CRO Club.

article thumbnail

AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

article thumbnail

EV owners will soon get a Battery Passport for their vehicles. One scan Will reveal everything

CFO News

India is preparing to introduce a 'Battery Passport' system that will digitally store key details of every electric vehicle (EV) battery, including its origin, composition, performance, lifecycle, and supply chain data, embedded in a QR code, according to a TOI report.

article thumbnail

Wendy’s taps CFO for interim CEO

CFO Dive

CFO Ken Cook will step in as interim CEO following the resignation of Kirk Tanner, who is leaving to take the president and CEO role at candy giant Hershey.

CFO
article thumbnail

India’s hydrogen demand to reach 8.8 MTPA by 2032; few projects hit investment stage: Report

CFO News

Despite green hydrogen project announcements exceeding 9.2 MTPA, only a few projects have reached the Final Investment Decision (FID) or secured long-term offtake agreements from domestic or international markets.

article thumbnail

Trump rolls out reciprocal tariffs for Japan, South Korea, others

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
article thumbnail

Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

article thumbnail

Foxconn feels the China squeeze in India

CFO News

Another person said the industry had just begun to cheer the Indian government easing its stance on Chinese partnerships in the new component PLI, but these reports of Beijing supposedly pulling the plug on Chinese talent could be the precursor to more challenges, some industry watchers believed.

article thumbnail

Transcript: Kate Moore, Citi Wealth CIO

The Big Picture

The transcript from this week’s, MiB: Kate Moore, Citi Wealth CIO , 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. ~~~ Barry Ritholtz : This week on the podcast, yet another extra special guest.