Mon.Jan 20, 2025

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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.

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Unlocking Growth with SAP S/4HANA Cloud Public Edition

Navigator SAP

SAP has long been a leader in enterprise resource planning (ERP) solutions. Over its 50-year history, the company has continually innovated to meet the needs of businesses large and small. The latest evolution in SAP's ERP offerings is the SAP S/4HANA Cloud Public Edition a cloud-based, fit-to-purpose ERP solution designed to help small and mid-sized companies streamline operations and drive growth.

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A CFO Shares the 6 Secrets to Succeeding in Business Development Today

CFO Selections

As a CPA, CFO, and business owner for nearly 20 years, Ive participated in business development to some degree throughout my career, but last year I transitioned into a full-time business development role. I made the switch because I love helping business owners achieve greater success and Im passionate about supporting my fellow CFOs and team members by showcasing their incredible talent and accomplishments.

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Why Every Business Needs a Fraud Prevention and Detection System 

CFO Talks

Why Every Business Needs a Fraud Prevention and Detection System Fraud is something no business likes to think about, but the reality is, its a risk that every organisation faces. Whether its an employee fudging expense claims, a supplier inflating invoices, or cybercriminals targeting your systems, fraud can happen anywhere. And when it does, the damage can go far beyond financial losses.

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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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Simplifying Tax Filing for Entrepreneurs: Navigate Financial Complexity with Ease

CFO Plans

As an entrepreneur or small business owner, tax season often feels like a looming storm cloud. The intricacies of tax filing can seem overwhelming, leaving many scrambling at the last minute. However, you dont have to face it alone. Get expert guidance from CFO Plans today to ensure you’re compliant and maximizing potential savings. This guide aims to equip you with essential tools and insights to simplify tax filing, ensuring you’re not only compliant but also maximizing potential s

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The fundamentals of IFRS 9

Future CFO

Financial reporting specialist and lecturer Adam Deller explains the basic principles of IFRS 9, Financial Instruments. First published on Youtube. The post The fundamentals of IFRS 9 appeared first on FutureCFO.

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1064: Cybersecurity, AI, and the Evolving Finance Frontier | Russ Keefe, CFO, Corelight

CFO Thought Leader

Back in the mid 1990swhen Russ Keefe decided it was time for a career pivothe got behind the wheel. With a Jeep packed full of his belongings, he drove from Washington, D.C., to San Francisco, father riding shotgun, to explore fresh opportunities in Silicon Valley. He had just completed a stint at the U.S. Securities and Exchange Commission, where he gained a deep respect for transparency and learned the importance of full disclosure.

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How Budget 2025 can help India tackle inflation amid rising food prices

CFO News

India's struggle with retail inflation sees the RBI tightening monetary policies and the government implementing fiscal measures to address prolonged high prices driven by supply-side factors. Upcoming budget measures and improved agricultural output are expected to alleviate food prices and stabilize inflation.

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Ep 1: Raising Capital, Resource Allocation & Book Tips

CFO Thought Leader

On this episode of 1-2-3 , Emma Seymour , CFO at Deputy, reveals the behind-the-scenes steps to raising capital from strategic partners and achieving unicorn status. Next, Dev Ahuja , CFO of Novelis , explains how his pharmaceutical background at Novartis fueled disciplined resource allocation and strategic growth in manufacturing. Finally, Seth Wunder , CFO of Acorns, shares his approach to carving out quality time for reading and offers a pair of recommended finance and investment books.

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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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India’s stance on Chinese FDI should be of collaboration with caution: Experts

CFO News

Stricter norms and selective sectoral investments should aim to balance growth with national security, as India navigates its "China-plus-one" strategy and seeks to become a global manufacturing hub, experts said at panel discussions on the upcoming Union Budget by ETCFO & ETBFSI.

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California vs Texas Minimum Wage, 2013-2024

Barry Ritholtz

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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India's growing middle class to drive insurance industry's growth in FY24, says Moody's

CFO News

India's insurance industry is set for continued growth due to economic expansion and rising health insurance demand. Premiums are increasing, driven by higher incomes and government reforms, though the sector still faces challenges such as capital adequacy pressures and the transition to new accounting standards.

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CA Min Wage: A (Possible) Final Thought

Barry Ritholtz

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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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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India, Belgium to deepen trade and investment ties: Piyush Goyal

CFO News

Union Minister for Commerce and Industry Piyush Goyal and Bernard Quintin, Belgian Minister of Foreign Affairs, European Affairs and Foreign Trade, held bilateral talks in Brussels to boost trade and investment ties across the spectrum, it was announced on Tuesday.

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10 MLK Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: Real Estate Vultures Eye Middle-Class Enclave of Ravaged LA : Speculators call home owners, agents in the wake of the fires Neighborhood northeast of LA was a haven for Black families ( Bloomberg ) The 10 Bestselling EVs of 2024 : Many EVs saw significant sales increases in 2024, but none of the traditional automakers could come even close to the numbers put up by Tesla.( Car and Driver ) see also The Car Markets Hottest Deal: The Cheap EV Lease.

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Infra sector needs Rs 15 lakh cr annual outlay to achieve Viksit Bharat target: Mandaviya

CFO News

Addressing the inaugural of ISSA-ESIC International Seminar 'Formalization & Social Security Coverage for Workers in the Informal Sector Challenges & Innovation', Mandaviya stated that the infrastructure investment budget was Rs 1.2 lakh crore in 2012 and this budget was Rs 2.4 lakh crore in 2014 under the Narendra Modi-led government.

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Market volatility to continue amid mixed earnings, FII outflows: Neeraj Dewan

CFO News

You will get a real clarity on what way and what intensity the talk about tariffs and all that is going on. But what you rightly said is our concern is mostly domestic right now because there has been a definitely growth concern. Earnings have not been that great last quarter.

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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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Budget 2025: India’s skilling and apprenticeship initiatives run into teething issues

CFO News

Experts say that while progress has been made in skilling programs and apprenticeships, it is essential to maintain momentum in the upcoming budget.

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Quick-commerce to remain hot sector for VC investments in India this year

CFO News

Global VC investment rose from $349.4 billion across 43,320 deals in 2023 to $368.3 billion across 35,684 deals in 2024, as quick-commerce remained a hot sector of investments in India in the fourth quarter last year and will continue in 2025, according to a report on Tuesday.

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Reserves adequate to absorb depreciation impact and RBI dollar sales

CFO News

RBI's forex reserves adequacy ratio stands strong at 236 percent, ensuring a stable rupee despite global currency pressures. With current reserves significantly higher than during the 2013 taper tantrum, there is ample scope for managed rupee depreciation without major financial stress.

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Budget 2025: Key reforms expected in the indirect tax ecosystem

CFO News

GST Reforms: The budget aims to include key sectors under GST, streamline assessment processes, and provide clarity on plant and machinery credits.

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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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India Inc to match personnel needs with personal plans

CFO News

By 2025, companies in India will personalize employee benefits and adopt hybrid work models. Customized policies will cater to different employee needs based on seniority, gender, and age. Firms like DS Group and Meesho focus on individual development plans, well-being initiatives, and inclusive strategies.

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CBIC removes 18% GST on rent from property owners not registered under GST

CFO News

The GST department previously introduced new regulations regarding GST liability for leased commercial properties, effective from Oct 10, 2024.

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Big relief for GST taxpayers: Protection against arbitrary arrest and coercion by GST officers; CBIC changes arrest and bail guidelines under GST

CFO News

GST Arrest: Now a GST registered person can't be arbitrarily arrested and also coerced into admitting GST tax demand liability. This is because CBIC has amended the arrest and bail guidelines and now the GST officer has to give a detailed copy of the ground of arrest to the GST registered person being arrested. Experts say this will end coercion by field formations.

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Tax breaks said to be among incentives for shipping sector

CFO News

Tax Breaks For Shipping Sector: The ministry of ports, shipping, and waterways (MoPSW) is in discussions with the finance ministry on these measures, officials said.

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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.