Barry Ritholtz

MARCH 18, 2025

It is March 18th! Publication day is finally here! The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. It took a while of playing around with the concepts, but eventually, I hit on a structure that I found enormously useful: I organized our biggest impediments to investing success into three broad categories: Bad Ideas , Bad Numbers , and Bad Be

Investments 127

Investments Math Concentration Valuation 127

CFO Dive

MARCH 18, 2025

Minnesota lawmakers previously drew opposition to proposed rules opening alternative paths to CPA licensure. Now a rising number of states are proposing similar legislation.

Numbers 221

Numbers 221

The SaaS CFO

MARCH 18, 2025

One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.

CFO 65

CFO Valuation 65

CFO Dive

MARCH 18, 2025

More than eight out of 10 consumers globally have abandoned an online brand over the past 12 months out of concern for their privacy.

216

216

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

CFO Talks

MARCH 18, 2025

Running a Tight Ship Or Watching Your Business Sink Faster Than the Titanic Success in finance is about more than just making money. A business might be generating revenue, but does that mean its financially healthy? Can it pay its bills on time? Is it growing in a sustainable way? These are the kinds of questions financial metrics help answer. By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-te

Numbers 52

Numbers Sales Investments Accounting 52

CFO News

MARCH 18, 2025

If profits are overstated due to unreported losses, the entire financial picture is distorted, cant just look at the net worth, stated former ICAI President Amarjit Chopra. Chopra said that treasury operations and foreign exchange liabilities should have been thoroughly reviewed otherwise where is the need of Accounting Standards, an area where the CFO, auditors did not pay attention and the crisis landed.

Foreign Exchange 55

Foreign Exchange Profit and Loss CFO Accounting Standards 55

CFO Dive

MARCH 18, 2025

The accounting fraud boosted the company’s year-end cash balance by more than 15%, to approximately $30.7 million, the SEC alleged.

Accounting 164

Accounting CFO 164

E78 Partners

MARCH 18, 2025

The 2024 U.S. Private Equity (PE) Middle-Market Annual Report highlights a year of recovery, strategic shifts, and emerging opportunities. For PE operating partners and board members navigating 2025s dynamic market conditions, several themes stand out. This analysis underscores critical takeaways for those leaders shaping investment strategies. Market Recovery and Deal Flow The middle-market PE space rebounded significantly in 2024 following the challenges of 2023.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

CFO Thought Leader

MARCH 18, 2025

FINANCE STRATEGIC MOMENT | CFO JASON LEE At Faire, Jason redefined how the company measured growth by simplifying customer behavior analytics. Initially, the company tracked broad volume and percentage-based growth metrics, but Jason shifted the focus to two core drivers: discovery volume (new product trials) and reorder rate (repeat purchases). Now Watch the Complete Episode During our conversation with Jason Lee, CFO of Faire, he shared lessons gleaned from his time at Squareparticularly the c

CFO 52

CFO Prioritization Leadership Finance 52

Advertisement

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

Accounting

Nerd's Eye View

MARCH 18, 2025

Welcome everyone! Welcome to the 429th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Nasser. Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

Concentration 52

Concentration Planning Education Investments 52

CFO News

MARCH 18, 2025

Haryana CM Nayab Singh Saini requested GST exemption for 10 agricultural tools used in crop residue management to address stubble burning and air pollution. Saini highlighted the importance of advanced technologies and subsidies for farmers and emphasized that removing GST would encourage adoption, resulting in significant environmental benefits. The request focuses on supporting farmers and reducing pollution in Haryana.

Technology 40

Technology 40

Focus CFO

MARCH 18, 2025

Effective cash flow management is critical to the success of small and midsize businesses. It is also one of the biggest concerns the owners of these businesses face.

52

52

Future CFO

MARCH 18, 2025

Mobile gaming revenue in Southeast Asia is seeing a boom, with a US$6 billion potential, according to a report co-published by digital content platform Coda and video game market intelligence provider Niko Partners. The Gaming Growth Unlocked: Insights on Distribution, Payments, and Regulations in Asia" report found that out-of-app monetisation accounted for 38% of mobile gaming revenue in Asia in 2024, up from 21% in just two years.

Forecasting 52

Forecasting Accounting Marketing CFO 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 18, 2025

A Morgan Stanley report on Tuesday projected that it expects consumer price index (CPI) inflation in India to average 4 per cent in F26, which implies cumulative easing of 75bps by the RBI (compared to 50bps projected previously) in the coming months.

45

45

Global Finance

MARCH 18, 2025

Dyslin, Global CIO and President of Global Investments, discusses managing yen exposure, the role of private investments in the insurance giants $100 billion portfolio, and big insurance M&As. Global Finance : You oversee Aflacs investment portfolio of about $100 billion, the bulk of which is in Japan, where the company has a large presence. What big changes have you seen there in recent years?

Investments 114

Investments Benchmarking Finance Securities 114

CFO News

MARCH 18, 2025

CBDT has invited feedback on the income tax rules through a recently launched e-portal. Stakeholders can submit suggestions under four categories: simplification of language, reduction of litigation, reduction of compliance burden, and identification of redundant rules. The initiative aims to streamline the tax process.

Compliance 45

Compliance 45

CFO News

MARCH 18, 2025

ENTOD Pharmaceuticals has appointed Balasubramanian K Pillai as its new CFO. Pillai, a Chartered Accountant with over 26 years of diverse experience, aims to enhance financial strategies and drive sustainable growth. He has held key roles in various industries and regions, contributing significantly to financial planning and risk management.

Pharmaceutical 45

Pharmaceutical CFO Risk Management Accounting 45

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 18, 2025

Campbell Wilson Air India: Campbell Wilson cites supply chain issues at Boeing and Airbus, forcing reliance on older jets and delaying Air India's modernization and growth.

Planning 45

Planning 45

CFO News

MARCH 18, 2025

India Inc. is experiencing a fundamental skills reset and top five fastest growing skills that companies are hiring for include creativity and innovation, code review, problem solving, pre-screening and strategic thinking, a new report showed on Wednesday.

Problem Solving 40

Problem Solving 40

CFO News

MARCH 18, 2025

The accord with Google, a unit of Alphabet, won preliminary approval last week from Judge Charles Adams of the Santa Clara County Superior Court in California.

40

40

CFO News

MARCH 18, 2025

IndusInd International Holdings has completed the Rs 9,650-crore acquisition of Reliance Capital and plans to list its insurance units within two years. The company will rebrand these units, focusing on retaining key businesses, and aims to protect jobs amidst necessary restructuring.

Restructuring 40

Restructuring Planning 40

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 18, 2025

Wiz will join the Google Cloud business once the deal closes. The takeover is subject to regulatory approvals and is likely to close next year. The deal, which would be Alphabets largest to date, comes after Wiz turned down a $23 billion bid from the internet search leader last year after several months of discussions.

Securities 40

Securities 40

CFO News

MARCH 18, 2025

Haryana is introducing changes to the GST Act to reduce harassment of traders by transferring scrutiny powers to higher officers, setting up CCTV for transparency, and reducing audit frequency. Small taxpayers with dues under Rs 1 lakh get a 100% waiver. The new measures aim to increase business ease and attract investments.

Auditing 40

Auditing Investments 40

CFO News

MARCH 18, 2025

India has proposed a 12% safeguard duty on select steel imports for 200 days to protect domestic producers. The temporary tax aims to curb rising imports and stabilise the local market. Announced in a government notice on Tuesday, the move reflects India's push for self-reliance in the steel sector.

Marketing 40

Marketing 40

CFO News

MARCH 18, 2025

IndusInd International Holdings Ltd has acquired Reliance Capital for Rs 9,650 crore, completing its three-year resolution process. Chairman Ashok Hinduja announced the management takeover will happen on Wednesday. The company aims for a USD 50 billion valuation by 2030, with significant focus on value creation and brand promotion.

Valuation 40

Valuation 40

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