CFA Institute

APRIL 18, 2023

A fund family's success with bond funds may not translate to the equity side of the ledger.

Marketing 103

Marketing Performance Measuring Economics Investments 103

CFO Dive

APRIL 18, 2023

Given the expected rise in failing companies, CFOs must carefully vet clients and suppliers to avoid unpaid bills and supply chain disruptions.

Forecasting 270

Forecasting 270

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. What's unique about Charesse though, is how she has founded a consulting firm that doesn’t just try to teach financial advisors how to systematize and automate, and instead actually works as an outsourced provider to build and impl

Education 98

Education Leverage Leadership Technology 98

CFO Dive

APRIL 18, 2023

The network provider’s long-time CFO will depart as the company takes steps to weather a choppy economic environment, including shifts in the developing 5G space.

Economics 261

Economics CFO 261

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Accounting

The Reformed Broker

APRIL 18, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Netflix Earnings – Stocks edge higher. ►Too Bearish – Has bearish equity positioning gone too far? ►Small Business Stress – “Only 1 in 4 small businesses think they could stay open for.

Finance 94

Finance Investments Marketing 94

The Reformed Broker

APRIL 18, 2023

The ‘Investment Committee’ weigh in on the traditional 60/40 portfolio from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

Investments 89

Investments 89

CFO Dive

APRIL 18, 2023

A week after “Project Everest” was halted, the Big Four firm is slashing its workforce.

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Barry Ritholtz

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

Investments 64

Investments Valuation Marketing Currencies 64

CFO Dive

APRIL 18, 2023

SEC Chair Gary Gensler came under fire from Republican lawmakers for pushing forward with a climate disclosure rule that they said would overstep agency authority and prove too costly for U.S. companies.

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Advertiser: Paycor

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Tips Watch

APRIL 18, 2023

By David Enna, Tipswatch.com Back in spring 2018, the Federal Reserve was continuing its wind-down of quantitative easing, raising its key short term interest rate on March 21 to a range of 1.50 – 1.75%.

Investments 60

Investments 60

CFO News

APRIL 18, 2023

India's income tax department sent notices to two private banks in its ongoing investigation into possible malpractices involving commission payments made by insurance companies. The initial investigation focused on over 20 insurance firms and around 500 entities linked to their sales agents. However, officials have now shifted their attention to banks, as voluminous transactions have been revealed.

Banking 59

Banking Sales 59

Accountancy Today

APRIL 18, 2023

The number of registered company insolvencies in March 2023 was 2,457, 16% higher than in the same month in the previous year (2,120 in March 2022), according to the latest figures released by the Insolvency Service. This was higher than levels seen while the Government support measures were in place in response to the coronavirus pandemic and also higher than pre-pandemic numbers.

Restructuring 52

Restructuring Numbers Economics Finance 52

CFO News

APRIL 18, 2023

​​This clarification was issued after several sources claimed earlier in the day that India is considering an overhaul of its direct tax laws in order to simplify a complex set of regulations and enable Prime Minister Narendra Modi to address income inequality if he wins election next year. The sources cited people with knowledge of the matter.

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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 Thought Leader

APRIL 18, 2023

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm’s founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of experiences that he credits with helping him to step beyond his accounting career roots.

CFO 52

CFO Problem Solving Leadership Communication 52

CFO News

APRIL 18, 2023

Of the total deals, M&As constituted more than half, still lower by 21 per cent at USD 4.4 billion involving 76 deals, down 56 per cent during the March quarter, according to the data collated by Grant Thornton. In volume terms, overall deals fell by 46 per cent to 332 transactions. The main reason for the poor show was the tepid IPO market, which plunged to USD 84.4 million from USD 1 billion in Q1 of 2022.

Marketing 59

Marketing 59

CFO Simplified

APRIL 18, 2023

I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office. Not only are there security issues, but who is going to do the work that Bob / Sally was doing? It seems to be more critical now, with difficulties in staffing. It’s always been hard to find the right people to do the work in your company, but now there’s the problem of finding someone to fill the empty slot in a tight hiring environment.

Invoicing 52

Invoicing Securities CFO Numbers 52

Future CFO

APRIL 18, 2023

Online threats in Southeast Asia grew alarmingly while Singapore logged the highest year-on-year jump in terms of web threats targeting businesses in the same period, said Kaspersky recently. According to the firm, its CybersLatest data shows a 45% jump in web threats blocked by its business solutions last year. Online threats or Web-based threats, refers to attempts to download malicious objects from a malicious/infected website, the firm said.

Securities 52

Securities Numbers 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

APRIL 18, 2023

It was SBI's third Tier-1 bond issuance in the previous financial year. The tenor of these bonds is perpetual, with a call option after 10 years and every anniversary thereafter.

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CFO Selections

APRIL 18, 2023

People are asking, “How much office space do service providers need these days?” But perhaps it is more appropriate to ask, do service providers really need office space at all anymore? Since the shift to remote work, it seems everything from making introductions and generating quotes to signing contracts and conducting client meetings can be done virtually now.

Cost Analysis 52

Cost Analysis 52

CFO News

APRIL 18, 2023

Profisolutions Pvt Ltd, which has its registered office in Karnataka and a branch office in Chennai in Tamil Nadu, had approach the Authority for Advance Ruling (AAR) seeking a ruling on whether the services provided to head office will attract GST.

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Focus CFO

APRIL 18, 2023

We are pleased to announce that James Owens will be joining the FocusCFO team, bringing decades of experience to small and medium-sized businesses in the greater Indianapolis area. James has served family-owned and investor-sponsored businesses in the change phase, delivering forward-looking financial roadmaps to realize strategic targets. James’ background spans industrial manufacturing, food production, and B2B service models.

B2B 52

B2B Manufacturing 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

CFO News

APRIL 18, 2023

In the last revision the Centre had reduced the windfall profit tax on domestically produced petrol to zero while it has halved the levy on the export of diesel to ₹0.50 per litre.

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Barry Ritholtz

APRIL 18, 2023

My Two-for-Tuesday morning train WFH reads: • With the Odds on Their Side, They Still Couldn’t Beat the Market : In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse. ( New York Times ) • Scary economists and bad news : The news cycle has swung back to recession talk, even as inflation is coming down and unemployment is at a 50-year low.

Economics 111

Economics Construction Finance Investments 111

CFO News

APRIL 18, 2023

Three executives aware of the Monday meeting between government officials and industry stakeholders said the Centre explained the tweaks to the executives concerned during the discussions, although clarity was still awaited on incentives that fell due at the end of FY23.

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CFO News

APRIL 18, 2023

Following a nudge from the finance ministry last fortnight, most government-owned banks identified companies they would prefer to sell to National Asset Reconstruction Company (NARCL), the people cited above said. NARCL will identify about 20-25 accounts from the list for acquisition this fiscal year.

Finance 52

Finance Banking Sales Accounting 52

Advertiser: GEP

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

Numbers