Wed.Jan 29, 2025

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How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigates Risks

Nerd's Eye View

As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp

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ADM picks outsider for CAO amid accounting woes

CFO Dive

Carrie Nichols will report to CFO Monish Patolawala, who took the finance reins last year after the company disclosed SEC and DOJ investigations into its accounting practices.

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Trending Sources

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CFOs look into slowing pay increase again in 2025

Future CFO

Chief financial officers are looking into smaller pay increases for employees in 2025, the third consecutive year, according to a survey by Gartner, Inc. The survey, which polled 300 CFOs and finance leaders, revealed that while compensation remains a top area for budget boosts, second only to enterprisetechnologyspending, pay increases have been slowing down for three years in a row.

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Victoria’s Secret taps former Joann exec for CFO seat

CFO Dive

The transition comes as the lingerie retailer is pursuing a turnaround under a new CEO following market share declines and other challenges.

CFO 164
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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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Nonprofit Branding: How to Share Your Mission

The Charity CFO

In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape. Check out the full interview with Howard here: Why Strong Branding Matters for Nonprofits Howard emphasizes that with approximately 1.6 million nonprofits in the United States

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Members’ Profile: Dimpho Mpulubusi

CFO Talks

Members’ Profile: Dimpho Mpulubusi In this edition of our CFO Spotlight series, we are featuring Dimpho Mpulubusi. Currently Finance Manager – Revenue at the Botswana Unified Revenue Service (BURS), Dimpho is a dynamic leader whose career journey reflects a relentless pursuit of excellence in finance. With a solid foundation in accounting and a Fellow Chartered Certified Accountant (FCCA) qualification, she has built an impressive career in both the public and private sectors, earnin

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1067: The Power of Storytelling in Scaling Businesses | Matt Collis, CFO, PairSoft

CFO Thought Leader

For Matt Collis, CFO of PairSoft, storytelling is more than a skillits a strategic tool for aligning teams and scaling businesses. Whether leading acquisitions or guiding cross-functional teams, Collis uses financial narratives to clarify priorities and inspire action. Someone has to be the storyteller, Collis tells us, emphasizing how framing financial data in relatable terms helps drive organizational alignment and decision-making.

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What is the Difference Between a CFO and a Controller?

CFO Selections

These days the same misconceptions around CFO and Controller roles that have lingered for decades appear to be just as sticky as always. Time and again we hear the misconceptions reiterated that a CFO only handles finance and a Controller is really just an accounting CFO. So, weve created this resource to set the record straight for business leaders that are looking for financial direction and dont understand which role their small or mid-market company needs or why it really matters one way or

CFO 52
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CFOs urge Nirmala Sitharaman for GST reforms, single window system, and labor law changes to boost ease of doing business

CFO News

With Budget 2025 just around the corner, CFOs across India are hoping Finance Minister Nirmala Sitharaman will introduce reforms to simplify business operations. Key changes theyre pushing for include overhauling GST processes, implementing a National Single Window System for approvals, and simplifying labor compliance. Will these steps make India an even more attractive destination for investment and growth?

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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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The Daily Show: Wage Against the Machine

Barry Ritholtz

LOL Me in a suit and tie! About a decade ago, one of my Bloomberg columns helped kick off a debate about minimum wages and large, for-profit companies using the taxpayer to subsidize their payrolls. This led to much debate, including some embarrassing revelations for Wal-Mart and especially McDonald’s. Ultimately, it led to an appearance on The Daily Show, where I got to spend the better part of the day shooting a remote segment with the delightful Samantha Bee.

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Volkswagen India faced customs clearance delays over alleged tax evasion case, sources say

CFO News

The setback comes as German carmaker is trying to turnaround its sales in the world's third-largest car market with new launches and planned future investments amid growing competition from domestic players Tata Motors and Mahindra & Mahindra and foreign rivals Hyundai Motor.

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The Role of Executive Presence in Effective Leadership 

CFO Talks

The Role of Executive Presence in Effective Leadership Have you ever noticed how some leaders naturally command attention the moment they walk into a room? They dont need to raise their voice or demand respect, it just happens. This ability is known as executive presence, and it plays a vital role in leadership success. Its not about being the most charismatic or powerful person in the room, but rather about how a leader carries themselves, communicates, and influences others.

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Top 6 Financial Modeling Software Tools for 2025

Lime Light

Responsible decision-making in the fast-paced business environment requires rigorous analysis, evaluation of previous results, and a thorough examination of current financial health.

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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's economy faces slowing growth, volatile trade ahead of new financial year

CFO News

Prime Minister Modi aims to boost India's slowing economy by reinforcing consumption and cutting tariffs. Key indicators include slowing growth in manufacturing and investment, high food inflation, varied unemployment estimates, managing the fiscal deficit, and weak FDI inflows. The government is also focused on trade improvements and reducing the debt-to-GDP ratio.

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How RIAs Can Craft An Effective Operating Agreement That Aligns Owners’ Interests And Mitigate Risks

Nerd's Eye View

As a foundational document, the operating agreement is essential for RIA firms. When thoughtfully drafted, it aligns the interests of the firm's owners, sets clear expectations for operations, and establishes how profits will be distributed. While some RIA owners might be tempted to prioritize moving quickly to the more enjoyable work of providing financial advice, neglecting to thoughtfully draft and update an operating agreement can lead to mismatched expectations, legal risks, and costly disp

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Budget, RBI policy to steer India's economic growth in next 10 days: UBI

CFO News

According to the report, both the government and the RBI are expected to announce crucial steps aimed at stimulating growth in the face of a slowing economy.

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Fed holds main rate steady as Trump tariff threat poses inflation risk

CFO Dive

Central bank policymakers, in a unanimous decision, paused monetary easing while noting that inflation remains above their 2% target.

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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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India's economy set to slow this year, says Moody's Analytics

CFO News

Indian Economy: Changes in fiscal and monetary policy, likely in the first half of the year, are needed if India is to achieve 6.4% growth.

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At The Money: Jeff Hirsch on Presidential Investing Cycles

Barry Ritholtz

SPOTIFY EMBED ATM: Title At The Money: Jeff Hirsch on Presidential Investing Cycles. (January 25, 2025) Is it better to blurb or not to blurb? That is the question? In this episode of At the Money, I speak with Guest. Full transcript below. ~~~ About this week’s guest: Jeffrey Hirsch is editor of the Stock Traders Almanac & Almanac Investor Newsletter.

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Amazon seeks 100% Acquisition of Axio; Cyril Amarchand Mangaldas advises Amazon

CFO News

Cyril Amarchand Mangaldas assisted Amazon in its proposed full acquisition of Axio, a digital lending platform. This acquisition, which awaits RBI approval, aims to enhance financial inclusion in India. Multiple CAM teams with specific expertise handled various aspects of the transaction.

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Rupee pain starts to show as India’s top airline pummeled

CFO News

The rupee's sudden slide is affecting Indian corporate earnings, prompting companies to hedge their currency exposures. This has led to increased forex losses for major firms like InterGlobe Aviation and Maruti Suzuki, with smaller companies also feeling the impact as the earnings season progresses.

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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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Sebi cracks down on finfluencers selling stock tips in the name of education

CFO News

Sebi has issued a draft circular to restrict finfluencers from using the latest share price data when providing educational content. The regulator also prohibits non-registered finfluencers from making claims about returns, with penalties for violations including fines or suspension of registration.

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Infy co-founder, IISc ex-director booked under SC/ST Act

CFO News

Senapathy Kris Gopalakrishnan, IISc's former director Balaram, and 16 others have been accused under the Prevention of SC/ST Atrocities Act. The case follows allegations by Durgappa, a former faculty member, who claims he faced false charges, casteist abuse, and threats leading to his dismissal in 2014.

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DeepSeek impact: India keeps vigil as privacy fears run deep

CFO News

DeepSeek AI: India had banned several Chinese apps, including TikTok and WeChat, in 2020 amid border tensions, citing espionage concerns.

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HUL bets on global health drink to add zing to premium portfolio

CFO News

Unilever's Liquid IV, a successful hydration drink, is being launched in India targeting the premium market segment. The introduction aims to cater to affluent consumers with active lifestyles. This move aligns with Hindustan Unilever's strategy to increase its premium product portfolio in the beauty and wellbeing sector.

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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.