CFA Institute

MARCH 15, 2023

How can we incorporate dynamic spending into retirement income projections?

Performance Measuring 132

Performance Measuring Planning Economics Securities 132

CFO Dive

MARCH 15, 2023

DXC lacked adequate controls for the review, approval and classification of costs, according to the SEC.

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Barry Ritholtz

MARCH 15, 2023

Programming note: Morning Reads will be in Dallas Thursday and Friday — we will be back on the weekend… My mid-week morning train reads: • Dissecting Goldman’s gory $2.25bn SVB equity issue Well that escalated quickly. ( Financial Times ) • Whose Fault is it Anyway : It has been 872 days since a bank failed in the United States. This was the longest streak on record.

Banking 119

Banking Investments Startups Marketing 119

CFO Dive

MARCH 15, 2023

While previous FASB efforts to update accounting standards for taxes have fizzled, Chair Richard Jones has said tweaks to the project’s scope have made it achievable.

Accounting Standards 257

Accounting Standards Accounting 257

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

Accounting Firms

The Reformed Broker

MARCH 15, 2023

Apparently it’s news to the whole world this morning that Credit Suisse is some sort of undead Swiss zombie bank worth more dissected and sold off in chunks than alive. Who knew? Oh wait – everyone knew, for a long time now. Open secret. Single digit stock price. Come on. I meet financial advisors at industry events and cocktail parties – I wince when they say they work at Credit Suisse.

Banking 110

Banking Marketing 110

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. At the same time, clients face another class of risks that advisors often do not consider: cyber. In this article, guest authors Mark Hurley, Carmin Cicalese, Bryce Washum, and Douglas Garbutt discuss how financial advisory clients face a range of cyber risks, includin

Risk Management 98

Risk Management Securities Accounting Planning 98

CFO News

MARCH 15, 2023

FIDC has primarily highlighted two demands to the Finance Minister. Firstly, they seek removal of exemption from TDS on payment of interest on listed debentures to a resident and requested to restore status quo. Secondly, to amend Section 194LD and Section 194LC of the Income Tax Act seeking removal of the ambiguity.

Finance 98

Finance 98

Barry Ritholtz

MARCH 15, 2023

I spent some time with my buddy Pete Dominick on Monday talking about all of the things we don’t know about SVB. As always, its a fun conversation — I pop in at the 19 minute mark. The post Discussing Bank Contagion with Pete Dominick appeared first on The Big Picture.

Banking 69

Banking 69

CFO News

MARCH 15, 2023

At least one bank, BNP Paribas SA, went a step further and informed clients it will no longer accept requests to take over their derivatives contracts when Credit Suisse is the counterparty, according to people familiar with the matter. This adds to the steps that many banks in the US had been taking over the course of months to slowly reduce their exposure to the lender.

Banking 98

Banking 98

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Accounting

Spreadym

MARCH 15, 2023

Corporate data processing refers to the use of technology to collect, store, manipulate, and analyze large amounts of business data in a corporate setting. Here are some of the key techniques used in corporate data processing: Data Collection: The first step in corporate data processing is the collection of data from various sources such as internal databases in Excel spreadsheets, sites with such data as exchange rates, interest rates and so on, and third-party business software.

Technology 52

Technology SAP Budgeting Data Analysis 52

CFO News

MARCH 15, 2023

A four-member appellate tribunal is likely to be set up in each state in order to streamline and expedite the dispute resolution process with regard to Goods and Services Tax (GST), reported PTI citing official. Each state appellate tribunal would have two technical members (one officer each from the centre and states) and two judicial members.

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Focus CFO

MARCH 15, 2023

We are pleased to announce that Mark Cross has joined the FocusCFO team as an Area President, bringing our Fractional CFO services to businesses in Central Virginia and Virginia Beach. Mark supports and guides corporate boards, senior leaders, and leadership teams to transform their businesses, drive significant change, and accelerate positive results.

Leadership 52

Leadership CFO Economics 52

Future CFO

MARCH 15, 2023

When it comes to talent attraction and retention, organisations’ commitment to sustainability and positive societal change becomes key, said Alistair Cox, CEO of Hays recently. As awareness of climate change and the need for action increases, more and more employees want to work for businesses with meaningful sustainability goals, Cox noted. The CEO outlines steps for business leaders to embed sustainability into their organisations.

Communication 52

Communication Marketing 52

Advertiser: Paycor

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.

CFO News

MARCH 15, 2023

Nokia Corporation president and chief executive, Pekka Lundmark said that India is now the second largest market for the global telecom equipment maker and that it is now exporting 5G base stations from the country.

Marketing 52

Marketing 52

Jedox Finance

MARCH 15, 2023

Sales performance management continues to gain traction across organizations of all shapes and sizes all over the world. As they become larger, more complex, more diverse, and increasingly global, sales organizations must aspire to scalability, predictability, and transparency to achieve transformational sales growth amid strengthening economic headwinds. 1 Sales performance management provides a consistent, global, and automated structure with a common view of data on a shared platform – creati

Sales 52

Sales Forecasting Planning Investments 52

CFO News

MARCH 15, 2023

EY Global Delivery Services (EY GDS) and KPMG Global Services (KGS) employ around 50,000 people between them in India, providing services to the member firms of their parents, EY and KPMG, globally.

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CFO News

MARCH 15, 2023

The Finance Ministry, last week, notified to bring all virtual digital assets, including cryptocurrencies under the PMLA ambit. Crypto company heads believe that the decision to bring cryptocurrency and VDAs under PMLA is a good, positive and long-overdue step towards regulating and recognising the sector.

Finance 52

Finance 52

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.

Accounting

CFO News

MARCH 15, 2023

Automakers will be able to avail the benefits by submitting sourcing and pricing details of all the parts used in the vehicles from their tier-1 or direct suppliers, instead of providing information up to tier-3 suppliers or subcontractors as the government planned initially, people aware of the matter said.

Planning 52

Planning 52

CFO News

MARCH 15, 2023

Bankers are not too enthusiastic about the recovery chances from the account. "EPC companies such as these typically have a lot of pending receivables from the government, which invariably have some counterclaims. So recoveries are very difficult as these companies have very little assets that can be monetised," said a second person aware of the company's position.

Accounting 52

Accounting 52

CFO News

MARCH 15, 2023

Commerce Secretary Sunil Barthwal said that the ministry has looked at various aspects of that FTP as the policy is basically the collection of various incentive schemes.

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CFO News

MARCH 15, 2023

The firms reasoned that most manufacturers have slack capacities that first need to be used up before committing to expansion at a time when global PC and tablet sales have been steadily declining.

Investments 52

Investments Manufacturing Sales 52

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.

Finance

CFO News

MARCH 15, 2023

Sterlite has received bids from three entities - IndiGrid, Torrent Power and Edelweiss Infra Fund - and these bidders are currently engaged in due diligence of the assets.

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CFO News

MARCH 15, 2023

The move came after Swiss regulators pledged a liquidity lifeline to Credit Suisse in an unprecedented move by a central bank after the flagship Swiss lender's shares fell by as much as 30% on Wednesday. Credit Suisse would be the first major global bank to be given such a lifeline since the 2008 financial crisis - though central banks have extended liquidity more generally to banks during times of market stress including the coronavirus pandemic.

Banking 52

Banking Marketing 52

CFO News

MARCH 15, 2023

"There were constraints in the availability of semiconductors, which have now eased. Momentum in the market is good. We will close this fiscal with sales of about 100,000 units and aim to grow by 1.7-2.2 times in the next financial year," Munjal, who is the managing director (MD) at Hero Electric, told ET.

Sales 52

Sales Marketing 52

CFO News

MARCH 15, 2023

Banking, financial services and insurance companies including HDFC Bank, ICICI Bank, JP Morgan, NatWest Group, DE Shaw India, Ambit, and Edelweiss Tokio Life Insurance, are significantly ramping up campus hiring across engineering and regular graduate colleges, business schools, and even CA and law institutes.

Banking 52

Banking 52

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.

Finance