Mon.Mar 10, 2025

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How to deal with falling rate-cut expectations

CFO Dive

Companies that were anticipating lower interest rate cuts may have to rethink their strategies amid falling rate-cut expectations.

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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

Nerd's Eye View

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice. These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients.

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Trending Sources

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91% of economists expect big, tariff-fueled price surge: Wolters Kluwer

CFO Dive

Despite persistent inflation, economists predict the Federal Reserve will trim the main interest rate by 0.42 percentage point this year, Wolters Kluwer found in a survey.

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Rabbithole: What Do People Get Wrong About Money?

Barry Ritholtz

Money Delusions: What Do People Get Wrong About Money? David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). His new podcast is called “Rabbithole” because Dave does not do broad and shallow; rather, he picks a narrow topic and goes deep down the rabbithole for 30 minutes — which is only a few questions.

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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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Stila Cosmetics taps Estée Lauder vet for CFO

CFO Dive

Steve Rosen is the latest Estée Lauder alumnus to join Stila’s ranks as the brand ups its marketing efforts in a bid to attract a new generation of customers.

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More Trending

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Costco CFO says 50 cent wage increase poses expense ‘headwind’

CFO Dive

CFO Gary Millerchip said Thursday that Costco will continue looking forways to offset the expected impact of its new employee agreement onSG&A.

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 From Black Box to Control Tower

CFO Thought Leader

A former customer turned advocate, Stuart Leung joined Flexport when it was still a fast-growing startup lacking formal finance structures. In just a few months as CFO, he oversaw a thorough margin-improvement effort involving 15 big rock initiatives, uniting cross-functional teams to boost efficiency and profitability. He now focuses on AI-based automation, using new technology to reduce manual tasks and create customer-facing solutions.

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Unlock hidden tax credits: essential cash flow strategies for CFOs

CFO Dive

Businesses miss billions in tax savings yearly. Learn key strategies to maximize incentives and cash flow.

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How CFO Job Listings are Changing

The Finance Weekly

Did you know that CFO job listings are shifting to reflect new business demands? A recent analysis of 6,000 CFO job postingsshows a clear trend. From just 8% to a staggering 27% in one yearAI is no longer optional for CFOs.More organizations are looking for CFOs who can lead AI-driven financial operations.

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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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Staying Ahead in a Volatile Economic Environment

CFO Plans

In today’s unpredictable economic climate, staying ahead of payroll challenges is a crucial priority for business owners and finance leaders, particularly in industries like tech, hospitality, and real estate. With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity.

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Excel-Free vs. Excel Add-in: Which is the Best Budgeting Software for Your Business?

Lime Light

For many finance teams, Excel is the default tool for budgeting, forecasting, and reporting. Its familiar, flexible, and deeply embedded in day-to-day workflows. However, as businesses scale and transition from small accounting platforms like QuickBooks Online (QBO) to mid-sized ERPs like Sage Intacct, NetSuite, or Microsoft Dynamics , they begin to outgrow their spreadsheets.

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Chartered accountants oppose proposal to allow cost accountants, company secretaries to conduct tax audits

CFO News

The proposal in the Income Tax Bill, 2025 to allow professionals from ICMAI and ICSI to conduct tax audits has sparked a fierce debate. Is broadening the scope of tax audits necessary, or does it risk undermining the integrity of Indias specialized professional bodies?

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Reflecting on the WWETT Show 2025 – Innovations and Highlights

Commercial Credit Group

The Water & Wastewater Equipment, Treatment & Transport (WWETT) Show 2025 took place in Indianapolis February 17-200, 2025. Exhibitors showcased the latest advancements in wastewater and environmental services technology. This year's event strongly emphasized innovation, efficiency, and safety, reflecting the industry's ongoing commitment to improving operations, sustainability, and workforce protection.

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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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FHRAI calls for separation of F&B GST from hotel room rates

CFO News

The Federation of Hotel & Restaurant Associations of India (FHRAI) has urged the government to delink the Goods and Services Tax (GST) on Food & Beverage (F&B) services from hotel room tariffs. The association argues that this will benefit the hospitality sector, streamline operations, and improve tax revenue collection. FHRAI has proposed a flexible system for F&B GST, regardless of room rates.

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How to Think Strategically About Tax Season for Your Business

Focus CFO

Taxes are top of mind for just about everyone right now, and many business owners are focused on the size of the annual bill and what that will mean when it comes to cash flow in the near term.

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Despite projected GSDP rise, Maharashtra to strive hard for $1 trillion economy target

CFO News

Even as Maharashtra's gross state domestic product (GSDP) is expected to be Rs 49,39,355 crore in 2025-26 from Rs 45,31,518 crore as per the revised estimate for 2024-25, the state will have to strive hard for $1 trillion economy target.

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Fraud or Incompetence: How Can You Tell the Difference?

CFO Selections

Heres the scenario: Youve discovered a problem with your books. It has rippled through into your key financial reports and possibly also affected corresponding tax filings for that period. Your mind starts spinning. How can you tell if this bookkeeping problem is fraudulent activity or just a simple mistake?

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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 venture capital funding surged 43 pc to $13.7 billion in 2024

CFO News

India's venture capital (VC) ecosystem demonstrated a strong recovery in 2024, with total funding reaching $13.7 billion, reflecting a 43 per cent increase compared to 2023, according to a report by global consultancy Bain & Company released on Tuesday.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: Protect Your Parents from Scammers. I settled on advising them to say this every time a financial institution calls: Where are you calling from? Thank you. Im going to hang up and call back. ( Flow Financial Planning ) When uncertainty becomes unambiguously high : And its not surprising. There is literally always something to be uncertain about.

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Aggressive retail expansion in jewellery may force weak players to shut down, says Titan CFO

CFO News

While competition within the organized sector has intensified with new entrants and IPO-funded expansions, consumer preference continues to shift towards trusted, branded jewellery, CFO Ashok Sonthalia said.

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Trump DOJ advances Biden-era push to break up Google

CFO Dive

The move potentially signals that big tech won’t get a free pass from U.S. antitrust regulators in President Trump’s second term.

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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’s REIT market set for new listings and regulator push

CFO News

A key factor supporting future REIT growth is the increasing demand for institutional-grade real estate, particularly from IT, banking, financial services, and global capability centres.

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HDFC Securities appoints Anand Mathur as CFO

CFO News

HDFC Securities has appointed Anand Mathur as CFO, effective March 5, 2025, succeeding Kunal Sanghvi, who was promoted to Chief Strategy and Transformative Officer. Mathur, a seasoned finance professional with over 20 years of experience, is expected to drive HSLs financial strategy and growth.

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Sterlite Power appoints Monica Madan as CFO

CFO News

Sterlite Power has appointed Monica Madan as CFO, succeeding Parag Jain. With over 20 years of experience at Fortune 500 companies, Madan brings expertise in financial transformation, business growth, and advocacy for diversity and inclusion.

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India inflation likely eased below 4% in February for the first time in six months

CFO News

India's February consumer inflation likely fell below the RBI's 4.0 per cent target due to moderating food prices, raising expectations of interest rate cuts. A Reuters poll of economists predicted inflation at 3.98 per cent, driven by a slowdown in vegetable, pulse, and cereal prices. However, concerns remain about potential inflation increases from early heatwaves affecting crop supplies.

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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.