Wed.Dec 18, 2024

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What to Know Before Taking Federal Funding

The Charity CFO

Federal funding can be an attractive option for nonprofits looking to expand their programs and reach. However, it’s crucial to understand the implications and considerations before diving in. In this episode of A Modern Nonprofit Podcast, host Tosha Anderson and guest Rachel Schmidt discuss the top five considerations nonprofits should keep in mind when considering federal dollars. 1.

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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies? Mariana Oiticica : It is increasingly vital to their long-term strategic planning.

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CFOs scramble for new AI talent amid fierce competition, report says

CFO Dive

Nearly half of finance leaders surveyed said they were looking to bring new personnel with AI expertise into their teams.

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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny

Nerd's Eye View

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.

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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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Stripe CFO joins board of $3B AI start-up Vercel

CFO Dive

The CFO of the world’s “largest start-up” will join Vercel’s board as the company looks to use $250 million in fresh funding to build out generative AI-enabled tools.

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More Trending

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Fed trims main interest rate, signals prospect of less easing in 2025

CFO Dive

Policymakers reduced the benchmark interest despite signs that their nearly three-year fight to push down inflation to their 2% target has stalled.

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Boost Your Business with B1 Usability and Print & Delivery | Webinar

Navigator SAP

No matter what your role is within your business, the SAP Business One Usability Package (B1UP) will make your life easier. From sales and customer management, to finance and business operations, to service and project management, our business teams are vital in ensuring that your company will be successful.

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1058: Empowering Industry with SaaS-Driven Material Technologies | Brian Registe, CFO, QuesTek

CFO Thought Leader

It was only last October that the world witnessed SpaceX catching its super-heavy rocket booster as it emitted fiery bursts from the boosters underside. Among those watching perhaps more attentively than ever was this episodes CFO guest, Brian Registe, who today oversees the finance function of Questeka company whose materials-by-design technologies are enabling SpaceX and other companies to advance the material performance of their offerings.

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Navigating Net-Zero Investing Benchmarks, Incentives, and Time Horizons

CFA Institute

Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.

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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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Why Europe´s small and midcap companies are poised to win big in the M&A boom of 2025

One to One

European M&A opportunities are abundant as 2024 comes to an end, with small and midcap companies across Europe finding themselves in a climate ripe for change. Investor interest remains strong, particularly in technology, energy, and sustainable Read More. The post Why Europes small and midcap companies are poised to win big in the M&A boom of 2025 appeared first on ONEtoONE Corporate Finance.

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India's growth momentum has picked up after Q2 slowdown: Jeffries

CFO News

The improvement in India's economic growth after the slowdown in the July-September quarter is visible as movement indicators like fuel consumption, vehicles tolled and air traffic have strengthened, Jefferies said in a note on Wednesday.

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CFOs show optimism amid economic uncertainty

Future CFO

The Horvth CFO Study 2025 reveals a notable sense of optimism among Chief Financial Officers (CFOs), with 65% expressing positive expectations for the upcoming months. The study indicates that 32% anticipate stable growth, while an additional 33% foresee a significant increase by the end of 2025. This optimism persists despite a challenging economic climate, prompting questions about its underlying causes.

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RBI may face tougher path in Feb rate cut as Fed reshaped global monetary policy expectations: Report

CFO News

RBI faces a tougher decision on cutting interest rates in February due to a shift in the U.S. Federal Reserve's stance. The Fed's hawkish pause, stronger dollar, and higher U.S. bond yields create challenges for emerging markets like India. While domestic factors favour a rate cut, global pressures complicate the RBI's decision-making process.

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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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Consumer Commission imposes ₹15 lakh on Emami for unfair trade practices

CFO News

A Delhi consumer court penalized Emami Limited 15 lacs for unfair trade practices related to product packaging and advertising. Emami delayed reporting this penalty to the stock exchange. The company initially felt the disclosure wasn't necessary. Emami later stated the delay was due to an initial assessment and they are appealing the order.

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Cummins India appoints Prasad Kulkarni as interim CFO

CFO News

Cummins India has appointed Prasad Kulkarni as Interim CFO, effective January 10, 2025, following the resignation of Ajay Patil. Kulkarni brings over 21 years of financial expertise to the role.

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How is the economy really doing? India’s 63 million small businesses may have the answer

CFO News

India's second-quarter GDP figures came as a surprise to many. However, this confirms the concerns of many small businesses who have been reporting slowing growth and increasing difficulties for months.

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How to build a transparent, efficient recycling ecosystem in India to meet global sustainability standards?

CFO News

As a foundational measure, integrating blockchain technology will allow the tracking of waste from its origin to the recycler, ensuring accountability for all parties involved.

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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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Startups have potential to contribute $120 billion to India's GDP by 2030

CFO News

Startups will be a core driver of India's economic growth this 'Techade,' likely to contribute nearly $120 billion (or 1.6 per cent) to the country's GDP by 2030, which will be nearly 3.5 times jump from $35 billion in 2023, according to a new report.

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Inflation to weigh heavier on households; grocery, consumer goods will soon be 5-20% costlier

CFO News

Brace yourselves for higher grocery bills. FMCG companies are hiking prices on everyday essentials. Tea, edible oil, soap, and more will cost 5-20% more. Companies blame rising commodity costs and import duties. This marks the biggest price jump in a year. Analysts worry about the impact on consumer demand.

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SEBI board meeting highlights: Stricter SME IPO rules, ESG reporting relaxations, AI regulations, and more

CFO News

In its 208th board meeting, SEBI approved key reforms across multiple sectors, aiming to enhance market transparency, protect investor interests, and ease business regulations. Here are the top 5 highlights for India Inc. and CFOs.

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Consumer and retail CEOs optimistic on growth amid economic uncertainty: KPMG

CFO News

While 82% of C&R CEOs believe their businesses are on a growth trajectory, only 59% are optimistic about broader economic growth over the next three years the lowest confidence level among all industries surveyed.

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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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Sebi board approves stricter rules for SME market, including financial stability before IPOs

CFO News

Sebi has tightened SME IPO norms, mandating a minimum operating profit and restricting selling shareholders' offloading to 50%. These measures aim to enhance transparency and prevent fund misuse, boosting investor confidence in the booming SME segment amidst concerns over governance and manipulation.

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Inflation to weigh heavier on households; grocery, consumer goods will soon be 5-20% costlier

CFO News

Brace yourselves for higher grocery bills. FMCG companies are hiking prices on everyday essentials. Tea, edible oil, soap, and more will cost 5-20% more. Companies blame rising commodity costs and import duties. This marks the biggest price jump in a year. Analysts worry about the impact on consumer demand.

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CXO pay in India inches close to that of US peers

CFO News

Indian CXO salaries are catching up to US counterparts. Multinationals and GCCs are giving higher pay and stock options. This rise is due to increased responsibilities and India's growing importance. The '2 in a box' model promotes collaboration. India's cost-effectiveness and skilled workforce contribute to this trend.

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Deep-tech startups must explore alternative funding options, says VC report

CFO News

Indian deep tech startups have seen a 5.3 times increase in average seed check size over the past eight years, fueled by government initiatives and VC confidence. However, alternative funding is crucial to navigate initial challenges. While the sector is nascent, fostering exits is vital for building investor trust and driving future growth.

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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.