Mon.Mar 06, 2023

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Software firm Ramp closes $5M seed round

CFO Dive

The funding will help with hiring additional staff and onboarding new clients, the company’s CEO told CFO Dive.

CFO 270
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ChatGPT: The Origins, the Hype, the Opportunity

CFA Institute

For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.

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Trending Sources

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ESG reporting muddled by jumble of standards: IFAC

CFO Dive

The SEC plans before May to release a final climate risk disclosure rule aimed at achieving uniform corporate reporting and combating “greenwashing.

Planning 269
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A Dozen Questions for Jerome Powell, Fed Chair

Barry Ritholtz

This week, we get to hear from Federal Reserve Chairman Jerome Powell twice – tomorrow in the Semiannual Monetary Policy Report to Congress before the Senate Banking Committee and the next day in the House Financial Services Committee. We can expect a series of useless questions, posturing for sound bites, and self-aggrandizing speeches that pretend to be questions.

Marketing 122
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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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Key CFO takeaways from Biden cyber plan

CFO Dive

The Biden administration’s new 35-page report, released last week, calls for increased regulation and warns that some U.S. companies are not doing enough to respond to escalating cyber threats.

Planning 259

More Trending

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Paymentus picks ex-TiVo exec for CFO

CFO Dive

The electronic billing and payment company’s CFO hire comes less than a month after it handed a change in control and severance agreement to its then interim CFO.

CFO 243
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What does it take to become a CFO? Finance leaders share insights

CFO News

Young finance professionals should focus on building a broad-based set of capabilities, keep their eyes on strategy, embrace new skills, as well as develop business understanding, say veteran CFOs.

Finance 98
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Generative AI a ‘game-changer’ but businesses are worried about the ethics

CFO Dive

Most executives plan to prioritize generative AI over the next year and a half, Salesforce research shows.

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Debt-limit crisis: Lessons from the 2011 earthquake

Tips Watch

The 2011 crisis led to an S&P downgrade of U.S. debt. This year could be worse. By David Enna, Tipswatch.

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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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The Latest In Financial #AdvisorTech (March 2023)

Nerd's Eye View

Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Conquest, a Canadian financial planning software provider (founded by the prior founder of NaviPlan) has raised $24M (CAD) of private equity capital in preparation for expanding its reach into the US &

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India Inc consists only one woman for every eight employee on payroll: CFA study

CFO News

The report, titled "Mind the Gender Gap", suggested that companies must improve disclosures, particularly related to median remuneration, to provide additional perspectives on participation, career progression, and potential gaps in remuneration.

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Tracking changes in Excel spreadsheets

Spreadym

Such business processes as planning and budgeting require a company to have a clear process regulation in which departments that participate in the process and responsible persons are necessarily appointed, and the time frame in which information must be submitted, analyzed and aggregated is stipulated. The importance of organizing work arises due to the fact that critical indicators for all business activities must be formed on time, and in case of necessity of extra verification there should b

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Sebi asks mutual funds to stop using misleading illustrations in advertisements

CFO News

The market regulator said illustrations provided in the advertisements/ presentations/ brochures/ pamphlets would lead investors to believe that they will receive fixed returns on their investments.

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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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Global talent war: Attractive compensation remains the key to win 

Future CFO

To win the global talent war, employers need to offer attractive compensation, said Morgan McKinley recently when releasing its 2023 Salary Guide. Research from businesses and professionals was conducted among 3,860 employees/professionals and 636 employers/hiring managers to find out what companies’ hiring intentions are for 2023, whether there is an appetite to change jobs, and what the expectations are for movement on salaries, the firm noted.

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Allcargo to buy its partner CCI's contract logistics business

CFO News

Allcargo had bought a controlling stake in CCI in 2016 and subsequently formed the joint venture Avvashya CCI. It now holds slightly over 61% and will buy the remaining 38.87% stake from its partners for Rs 145 crore, said Jakhar.

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Webinar: 2023 Treasury Fraud & Controls Survey Results | April 4

Strategic Treasurer

2023 Treasury Fraud & Controls Survey Results April 4 | 11:00 AM EDT Register Now Date Tuesday, April 4, 2023 Time 11:00 AM – 12:00 PM EDT Where This is an online event Speakers Omri Kletter, Bottomline Chris Gerda, Bottomline Craig Jeffery, Strategic Treasurer Sponsored By Hosted By 1.2 CTP and FP&A re-certification credits will be given for attendance to this live webinar.

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View: India isn’t immune to the stagflation that felled its neighbors

CFO News

Luckily for India, a part of this two-year period coincided with a post-Covid-19 reopening. Self-sufficiency in food production, a sizeable foreign-exchange war chest and a vast software exports industry helped cushion the commodity and hard-currency shortages that, in various degrees, hobbled the region’s frontier markets: Sri Lanka, Pakistan and Bangladesh.

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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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EBA Open Forum for Digital Transformation

Strategic Treasurer

EBA Open Forum for Digital Transformation Download Assets Complete the form below to receive three survey reports. Corporate Banking Innovation Survey Report Strategic Treasurer, Infosys Finacle, and Red Hat are proud to present the findings from the Corporate Banking Innovation survey with data from 100 respondents. This annual study polls treasury and finance professionals in the banking industry on their innovation, digital transformation plans, and banking differentiators.

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India's deep tech scientific missions all set for quantum jump

CFO News

China is the only developing nation to be working on advanced quantum technology. China stepped into the race in 2008 and boasts of high-end quantum tech-based satellite capabilities and super computers. India has taken three years to finetune its mission plan and will have the challenges of scaling it up by involving the private sector, which are key global players on quantum R&D and applications.

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#243 – Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A

Strategic Treasurer

Episode 243 Becoming a Treasurer Series, Part 24: Languages of Finance: FP&A As we jump back into the Becoming a Treasurer series, we are launching a new sub-series where we will look at the “language of finance.” Communication matters, and understanding how different groups use terms is vital for effective communication. In the Language of Finance sub-series, we will look into different terms that should be understood in order to communicate effectively with the rest of your tre

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SS Dubey takes charge as new Controller General Of Accounts

CFO News

Dubey has served as Chief Controller of Accounts in Ministry of Housing & Urban Affairs, Department of Industrial Policy and Promotion among others apart from government nominee Director on board of Public Sector Undertakings like Engineering Projects India ltd., NBCC, HUDCO and Metro Rail Corporations of several states.

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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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Sallie Mae CFO enters retention plan

CFO Dive

The private student loan provider is on the hunt for a new CFO as the Biden administration’s forgiveness program is on hold.

CFO 260
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ONDC will help small retailers survive Ecomm onslaught: Piyush Goyal

CFO News

ONDC is the commerce and industry ministry's initiative to help small retailers counter the dominance of ecommerce giants. Consumers can potentially discover any seller, product or service by using any ONDC-compatible application or platform.

Retail 52
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Oppo India signs pact with Andhra body to push startups

CFO News

The MoU, signed by Oppo India R&D Head, Tasleem Arif and Anil Kumar Tentu, CEO, APIS, aims to accelerate the overall innovation culture in the country and mentor startups that have the potential to bring the next big technological change in the industry.

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JPMorgan expects another busy year for dealmakers in India

CFO News

India sealed its busiest M&A year ever with about $191 billion worth of transactions in 2022, bucking a global slump in deal activity, according to data compiled by Bloomberg. While it’s unlikely for the country to repeat such a high mark this year, there will be decent deal flow to keep the bankers busy, said Nitin Maheshwari, JPMorgan’s head of M&A for India.

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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.