Wed.May 14, 2025

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Technology as a Value Creator for Private Equity Portfolio Companies

E78 Partners

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities.

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OneStream shakes up finance software portfolio with AI agents

CFO Dive

A new “deep analysis agent” unveiled by the company is able to perform “much like a business analyst on your team,” CEO Tom Shea said.

Finance 265
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An Evening with Michael Lewis, from “Liar’s Poker” to today

Barry Ritholtz

A bonus LIVE episode of Masters in Business: I speak with bestselling author and financial journalist Michael Lewis, live, from the Landmark Theater in Port Washington, NY. Our wide-ranging, 90-minute conversation covered the full arc of his career, from Liars Poker to this years Who is Government. The informative and at times hilarious conversation included his experiences turning Moneyball into a film (including on-set hijinks from Brad Pitt), how his career as a writer evolved, and what he

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CIMA unveils upgraded CGMA professional qualification for modern finance

Future CFO

The Chartered Institute of Management Accountants unveiled its upgraded CGMA Professional Qualification to meet the expanding scope of modern finance. The professional association has launched the new syllabus and blueprints for the 2026 case study examinations to further boost and improve finance business partnering, analysis, and critical thinking skills of students, preparing them for the future of work.

Finance 52
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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

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Running the Numbers Without Running from the Truth

CFO Talks

Running the Numbers Without Running from the Truth No one sees the cracks forming in a businesss foundation quite like the CFO. Before the headlines, before the boardroom fallout, the numbers tell a story – and its your responsibility to make sure its the truth. A strong ethical foundation is more than good practice; its a strategic imperative.

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More Trending

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India Inc raises a record $61 billion via ECBs in FY25, NBFCs lead way

CFO News

Data published by the Reserve Bank of India (RBI) Wednesday showed that external commercial borrowing (ECB) registrations by companies, including non-banking finance companies, stood at more than $11 billion in March. This took the total number to $61 billion for FY25, compared with $49 billion a year ago.

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Working smart – Forget about it if you want to be an entrepreneur!

Focus CFO

Entrepreneurship is a grind, demanding hard and smart work. Learn how one leader scaled his business by finding his strengths.

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Member Profile: Scott Farrell

CFO Talks

Member Profile: Scott Farrell In this edition of our CFO Spotlight series, we profile Scott Farrell, a seasoned Group Chief Financial Officer and academic whose leadership journey spans more than two decades and multiple continents. Currently serving as the Group CFO for B. Braun Southern Africa and a Professor of Finance and Accounting at Monarch Business School Switzerland , Scott exemplifies the strategic depth and global agility that todays finance leaders need.

CFO 52
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Explained: What is climate finance taxonomy—and why does India need its own?

CFO News

Currently at a consultation stage, the finance taxonomy in India will initially focus on sectors like power, mobility, buildings, agriculture, and hard-to-abate industries such as steel and cement. Experts say Indias finance taxonomy is aligned with its global counterparts especially the EUand tailors them to Indian needs.

Finance 45
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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

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FRP Corporate Finance advises on sale of GEV Wind Power to Certek

Accountancy Today

FRP Corporate Finance has revealed it has advised GEV Wind Power, a global specialist services provider to the wind energy industry, on its sale to Certek. Based in East Yorkshire, GEV provides inspection, monitoring, rope-access and maintenance services to on-and offshore wind turbines across the globe. GEVs client base includes the worlds biggest OEMs and wind farm operators and is the recognised market leader in the blade services niche.

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Randstad India to add over 15,000 staffers in 2025, ramp up executive hiring 30% on AI, GCC demand

CFO News

Randstad India is set to add 15,000+ staff and boost executive hiring by 30% in 2025, positioning India as a global digital and talent hub. But can it sustain growth amid thin margins? CFO Nagesh Bailur says the focus is on profitable growth.

CFO 45
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Key criteria for buyers search in M&A

One to One

Buyers search is at the heart of mergers and acquisitions (M&A). Identifying the right buyers is crucial to maximising the value of a business sale. A structured process based on key criteria and well-defined strategies increases Read More. The post Key criteria for buyers search in M&A appeared first on ONEtoONE Corporate Finance.

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Govt revamps employment survey, extends quarterly data to rural India for the first time

CFO News

The Ministry of Statistics and Programme Implementation (MoSPI) will enhance labour force data dissemination by publishing the Periodic Labour Force Survey (PLFS) monthly, starting with the April 2025 bulletin in May 2025. Furthermore, quarterly survey results will extend to rural areas, providing comprehensive employment-unemployment indicators for the entire country, with the first bulletin expected in August 2025.

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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.

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Fiserv Small Business Index Inches Upward in April

Trade Credit & Liquidity Management

The Fiserv Small Business Index for April 2025 rose by 1 point to 151, indicating a slight improvement in small business sales compared to March. The index is based on aggregated point-of-sale transaction data from about 2 million U.S. small businesses and provides a timely and reliable measure of small business performance. (Photo by Dan Dimmock on Unsplash ) Here’s a top-level summary of the findings: Year-over-year sales increased by 3.2% and transactions by 6.9%.

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Financial independence: CA suggests how to start consultancy from home with zero clients and zero investment

CFO News

Chartered Accountant Nitin Kaushik advocates for starting a consultancy from home, emphasizing that a fancy office isn't necessary. He suggests focusing on a valuable skill, providing initial free services to build credibility, and registering as a sole proprietor. Kaushik advises charging based on results rather than hourly rates, highlighting a friend's success in career counseling from home as an example.

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Why is Working Capital Management Critical in Today's Economic Environment?

Trade Credit & Liquidity Management

In this podcast, Bob Shultz interviews Bruce Lynn, the COO of the Financial Executives Networking Group (FENG). In addition, as a finance and treasury consultant, Bruce is an expert in working capital management. The growing importance of managing working capital in the current economic climate is discussed, and the point is made that it's not just about profits but crucially about liquidity and cash flow.

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RBI reviews e-wallets of EV players after BluSmart goes bust

CFO News

India's central bank is reviewing digital wallets linked to electric-vehicle companies after BluSmart's collapse left users stranded with inaccessible funds. The RBI is concerned about the lack of safeguards for closed-loop wallets used for EV-related transactions. Consultations with EV charging operators and platforms are underway to assess consumer risks and potential regulatory measures like escrow arrangements.

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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.

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Four Questions to Ask When Evaluating Customer Risk

Trade Credit & Liquidity Management

If it weren’t for risk, companies would not need credit managers. This is truer than ever, given that the types of risk, about which corporate executives and investors are concerned, are expanding. Twenty-five years ago, and beyond, credit executives were solely focused on financial risks. The question was: Will this account pay us? The ability of an account to make timely payments (delinquency risk) and the risk of default were the primary issues.

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India, US working on new customs audit process to cut trade friction

CFO News

India and the US are collaborating on a revised customs audit process to reduce consignment rejections and expedite goods movement amidst ongoing trade negotiations. Discussions involve clearer protocols, relaxed certification norms for seafood and genetically modified agri-produce, addressing key contention points.

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Leveraging the Four C's of Negotiation Drives Better Outcomes

Trade Credit & Liquidity Management

As a credit professional, you regularly face situations involving an internal stakeholder, manager, or customer who pushes back. Internally, it could be a push back on a credit decision, a change in procedure, or a deadline. With a customer, it could be a disputed balance, a request for extended terms, or arranging a payment workout because they are facing financial difficulties.

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Tata Steel aims to slash costs by Rs 10,000 crore to pare debt, fund growth

CFO News

Tata Steel is planning cost savings of over 10,000 crore in FY26 to support its goals of reducing debt by $1 billion annually while continuing to invest in expansion, said Chief Financial Officer Koushik Chatterjee. The company ended FY25 with a net debt of 82,579 crore, higher than the previous years 77,550 crore.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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Cleo and Paystand Ecosystem Modernizes B2B Payment Automation

Trade Credit & Liquidity Management

From a Press Release dated May 13, 2025, Chicago, Illinois & Scotts Valley, California Cleo, a global leader in ecosystem integration and provider of the Cleo Integration Cloud (CIC) platform, has announced a strategic partnership with Paystand, a B2B payments solution provider. This collaboration is designed to transform how businesses automate and manage their order-to-cash (O2C) and accounts receivable (AR) processes, particularly for retailers, manufacturers, distributors, and software v

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Crisil Ratings sees India's storage-backed renewable energy capacity at 25-30 GW by FY28

CFO News

India's storage-backed renewable energy capacity is projected to surge to 25-30 GW by FY28, a significant increase from near zero in FY25. This growth, driven by government initiatives, will constitute over 20% of new renewable energy capacity. These projects enhance grid stability and provide power on demand, with tenders for such projects rising substantially in 2024.

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Using Subtrusts To Allow Stretch IRA Treatment For Trusts With Multiple Beneficiaries

Nerd's Eye View

Owners of IRAs and qualified retirement accounts might name a trust as the account's beneficiary for a number of reasons. They might want to have more control over how the account assets are distributed to their beneficiaries. Or they might want to protect any of their beneficiaries who qualify for means-tested public benefits. In some cases, it might simply be more convenient to name a single entity – like a trust – as the beneficiary of all their retirement accounts, so that any fu

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Income tax on gifted property: NRI stepbrother to pay zero income tax on Rs 7.5 crore property

CFO News

The ITAT Mumbai ruled that a gift from a stepsister to her stepbrother is exempt from income tax, overturning the tax department's addition of Rs 7.88 crore (Rs 7.5 crore property+38 lakh stamp duty) to the stepbrother's ITR. The tribunal considered stepsiblings as relatives based on affinity and common sense. This decision provides clarity on tax implications for gifts within step-families.

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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.