Thu.Aug 22, 2024

article thumbnail

Negotiation Skills for Leaders: Building Consensus

CFO Talks

Negotiation Skills for Leaders: Building Consensus Today’s Chief Financial Officers (CFOs) are more than just the financial experts of their organisations. They are strategic leaders who play a crucial role in making decisions that shape the future of the company. A key part of this role is being able to negotiate effectively and build agreement among different groups.

CFO 52
article thumbnail

Navigating Financial Disasters (Updated)

Barry Ritholtz

My keynote at the Greater Kansas City FPA Symposium 2024 is above. They are a great group of people, and very motivated to serve their clients. The deck is an updated version of last year’s presentation to investors at the Orlando Money Show. It has evolved into a few chapters in my upcoming book (more on that to come later). The folks attending the FPA event are all CFPs and advisors, and so I tailored the presentation to ideas they can use to better serve their clients.

Finance 59
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

Target CFO says GenAI tool is boosting worker efficiency

CFO Dive

The chatbot, which helps Target’s team members resolve on-the-job challenges, is making it easier and faster to assist customers, CFO Michael Fiddelke said.

CFO 293
article thumbnail

From Darwin to Wall Street: Harnessing Evolutionary Theory for Smarter Investments

CFA Institute

Drew Estes, CFA., JD, is a partner and portfolio manager at Banyan Capital Management. He graduated with a BA in History and Economics from the University of Alabama in 2012 and graduated from the University of Alabama’s joint JD/MBA program in 2016. Estes joined Banyan Capital Management in 2016. He is a member of the CFA Institute and the CFA Society of Atlanta.

52
article thumbnail

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

article thumbnail

Longtime Zoom Video CFO to step down

CFO Dive

Kelly Steckelberg is leaving the video conferencing platform after seven years as CFO.

CFO 286

More Trending

article thumbnail

Jobless claims edge up, amplifying Fed signals for rate cut

CFO Dive

Payrolls in the 12 months ending in March may have grown 818,000 less than previously reported, according to federal data.

278
278
article thumbnail

Fibe CFO targets pan-India growth with new financial products and focus on tier-two and tier-three cities

CFO News

Co-Founder and CFO Ashish Goyal said the company is set to launch several new products aimed at tapping into the education, healthcare, and insurance sectors.

CFO 81
article thumbnail

SEC Climate Rules in Limbo: Strategic Insights for Accounting Leaders

E78 Partners

Introduction Last month, E78 released a comprehensive guide to help public companies navigate the SEC’s new climate disclosure rule. These rules, designed to enhance and standardize climate-related disclosures, have sparked significant debate. While initially adopted, the SEC has temporarily paused certain enforcement requirements, pending judicial review.

article thumbnail

Paytm-Zomato deal chips away at India’s Alibaba dream

CFO News

Curiously, Paytm is selling its most profitable venture. Let’s not forget that payment has not been a profitable business for everyone. Ticketing was one of the primary businesses for Paytm where the margins are high as they charge conveyance fees. The company has 70 million customers in this segment.

81
article thumbnail

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

article thumbnail

SEC Climate Rules in Limbo: Strategic Insights for Accounting Leaders

E78 Partners

Introduction Last month, E78 released a comprehensive guide to help public companies navigate the SEC’s new climate disclosure rule. These rules, designed to enhance and standardize climate-related disclosures, have sparked significant debate. While initially adopted, the SEC has temporarily paused certain enforcement requirements, pending judicial review.

article thumbnail

Sebi bans Anil Ambani, 24 other entities from securities market for 5 years

CFO News

Anil Ambani and 24 entities, including former officials of Reliance Home Finance, are barred by Sebi from the securities market for five years for fund diversion. Sebi imposed a Rs 25 crore penalty on Ambani and restricted him from participating in the market. Reliance Home Finance was also fined Rs 6 lakh and barred for six months.

article thumbnail

Skills to drive responsible AI adoption for finance professionals

Future CFO

The accountancy profession has a central role to play in driving and shaping the future of artificial intelligence use by bridging the gap between technical capabilities and business needs, according to the Association of Chartered Certified Accountants. This includes ensuring ethical and responsible adoption of the technological advancement to maximise its benefits for the organisation.

Finance 52
article thumbnail

Fundraising Campaign for Your Nonprofit: A Step-by-Step Guide

Capital CFO LLC

Setting Fundraising Goals Identifying Financial Needs Understanding the financial requirements of your nonprofit is the cornerstone of any successful fundraising campaign. Begin by conducting a thorough assessment of your organization’s needs, including operational costs, program expenses, and future growth plans. This clarity will help in setting precise and realistic fundraising goals.

article thumbnail

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.

article thumbnail

Travel spending expected to return to pre-pandemic levels by end-2024

Future CFO

Travel spending is on track to fully recover to pre-pandemic levels by the end of 2024, surpassing US$2 trillion, according to Forrester 's Global Travel Market Forecast, 2024 To 2028 This is amid the resurgence of international travel demand in Asia Pacific, says Cindy Liu , forecast analyst at Forrester. It is important that finance leaders take note of such changes to be able to manage organisational spending in the coming months, as efficient business travel can make way for expansion.

article thumbnail

8 Critical Steps to Take when Your CFO is Leaving

CFO Selections

“My finance leader is leaving! Now what do I do?!” In some sense, it’s tempting to offer the platitude, “a debit is a debit everywhere we go!” (which is a colloquial way to suggest that all accounting is created equal). However, while there’s some truth to that fact that every organization replacing a leader will need to take some core actions, you don’t need to drill down very far to realize that each business has unique elements to consider as well.

CFO 52
article thumbnail

A Modern Nonprofit Podcast: How Nonprofits can Start Investing in Technology

The Charity CFO

On today’s episode, Tosha is joined by the Executive Fundraising Coach at Auxilia , Paul Morris. Auxilia is a technology platform created to help community driven nonprofit organizations with donor outreach, engagement, and retention. Paul and Tosha collaborate on a discussion about nonprofits investing in technology. There is almost an unwritten fear or stigma associated with nonprofits and using dollars to invest in technology.

article thumbnail

Understanding Fractional CFO Salary Trends

CFO Share

Over the past ten years, the role of a fractional CFO has changed the small business landscape. Hiring a full-time Chief Financial Officer (CFO) is seldom viable for small businesses and startups. Enter the fractional CFO—a part-time financial expert who can provide top-tier financial oversight without the full-time cost. Whether you are an entrepreneur hiring a fractional CFO or a finance professional considering a change to the fractional profession, understanding fractional CFO salary trends

CFO 52
article thumbnail

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.

article thumbnail

The Mentoring Round | Salman Khan, CFO, Marathon Digital Holdings

CFO Thought Leader

Inside The Mentoring Round , CFO Salmon Khan highlights the transformative strategy at Marathon Digital, shifting from renting data centers to acquiring operational capacity, driven by his experience in the heavy industry and M&A. He emphasizes the importance of articulating decisions methodically, especially when data is incomplete. Khan also discusses the similarities and differences between Bitcoin mining and AI data centers, focusing on energy use.

CFO 52
article thumbnail

FCF Healthcare & Life Sciences Venture Capital Monitor – Europe – 07/2024 published

Fox Corporate Finance

FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Healthcare & Life Sciences Venture Capital Monitor – Europe 07/2024”. The Monitor is a monthly published overview of venture capital trends in the. Read more The post FCF Healthcare & Life Sciences Venture Capital Monitor – Europe – 07/2024 published appeared first on FCF Fox Corporate Finance GmbH.

article thumbnail

ICRA forecasts India's Q1 GDP growth to fall to 6%, a six-quarter low

CFO News

The insights by ICRA indicate a temporary slowdown in India's economic growth, with several sectors witnessing a downturn influenced by government actions, urban consumer sentiment, and weather conditions, but project a recovery in the latter half of the fiscal year.

article thumbnail

Kitces & Carl Ep 145: Explaining The Value Of Financial (Life) Planning By Unlocking The Emotional Job To Be Done

Nerd's Eye View

As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. On the one hand, displaying fees can help a client determine whether an advisor will fit into their budget and may build trust when an advisor demonstrates transparency by explaining how their fee applies to their value proposition; on the other hand, even with a clear explanation, prospects may find it difficult to understand exactly how the value of an advic

article thumbnail

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.

article thumbnail

Economic momentum remains 'intact': Finance Ministry

CFO News

The report said the FY25 budget has laid out a glide path of fiscal consolidation. Supported by strong revenue collection, discipline in revenue expenditure and robust economic performance, the fiscal deficit is projected to decline. At the same time, it said, capital expenditure is maintained at high levels, supporting the fledgling private investment cycle.

article thumbnail

Metro Brands on track to set up 225 stores over two years, eyes 10-15% sales growth, says CFO

CFO News

Kaushal Parekh, CFO of Metro Brands, spoke to ETCFO on the company's innovative inventory management, capital allocation priorities, and growth outlook.

CFO 40
article thumbnail

ED conducts searches on premises of Religare's Rashmi Saluja, other officials

CFO News

The Enforcement Directorate conducted searches at multiple premises linked to senior officials of Religare Enterprises, seizing documents related to allegations of fund siphoning from Religare Finvest. The investigation stems from a complaint alleging financial misconduct by former promoters and current officials. This has led to further scrutiny, including summoning Dabur India chairman.

40
article thumbnail

Dish TV penalised by BSE, NSE for lacking board strength

CFO News

The latest notice dated August 21, 2024 is for not having proper composition of the Board and Nomination and Remuneration Committee, for June quarter 2024, it added.

40
article thumbnail

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.