Mon.Apr 24, 2023

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Advice Engagement Strategies: 4 Core Areas To Motivate Clients To Be More Active In The Financial Planning Process

Nerd's Eye View

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. But the reality is that they may not necessarily be ‘bad’ clients; rather, their behaviors are a sign that they are not fully engaged in the planning process because other aspects of their life take precedence over managing the tasks needed to accomplish their financial planning goals, they lack the knowledge to make an informed decision, or they are procrastinatin

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ChatGPT says it’s not ready to be a CFO. Experts agree.

CFO Dive

CFO Dive decided to engage the popular AI tool in a conversation about both its potential and limitations in corporate finance.

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Trending Sources

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“The consumer is being careful”

The Reformed Broker

I pay close attention to the language business leaders and economists use and pick up on shifts as they happen. By shift, I mean that very often you will see a word or phrase creep into the commentary of several people at the same time, almost as if they are all reading from the same pre-approved script. It’s not a conspiracy. This happens because we are social animals and all take take our cues from one another, ev.

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Disney to restructure finance team: CFO memo

CFO Dive

In a memo to employees from CFO Christine McCarthy that was later leaked, she outlined plans for changes to the structure of the company’s financial team, according to a Business Insider report.

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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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When, Where, and for How Long

Barry Ritholtz

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” or not. Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. We have previously discussed ( see this , this , this , and this ) why the 20% bull/bear frame of reference is simply noisy nonsense.

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More Trending

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Monte Carlo to open 45-50 exclusive brand outlets in FY24, CFO sees ‘good growth’ prospects

CFO News

These will be Franchise-Owned-Franchise-Operated outlets, requiring little capex, RK Sharma said.

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Hiring slows, signaling recession risk: NABE

CFO Dive

Economists are evenly split on whether the U.S. will fall into recession within the next 12 months, NABE found in a survey.

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Modern FP&A for Healthcare: The Key to Precise Planning & Forecasting

Centage

Today, it’s a fast-paced business world. As change continues to add uncertainty to the Healthcare sector finance leaders remain tasked with effectively analyzing, monitoring and predicting the financial performance of your organization. The Shift to Modern FP&A Unprecedented cost pressures, along with regulatory and reimbursement issues and diverse revenue sources, all add complexity to the budgeting and planning process for healthcare organizations.

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SVB Financial Group’s CEO, CFO resign

CFO Dive

The former Silicon Valley Bank parent did not name a replacement for the CEO role, but said Nicholas Grossi, managing director of advisory firm Alvarez & Marsal, will serve as the company’s interim CFO.

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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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#250 – Working Capital: Thriving in Uncertain Times

Strategic Treasurer

Episode 250 Working Capital: Thriving in Uncertain Times Nobody wants to miss out on revenue growth. Until recently, it was relatively easy to borrow capital and increase inventory to avoid global supply chain issues, but things have changed. While you may have been able to accurately forecast demand, were you planning for the drastic rise in interest rates that have occurred in recent months?

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GST officers detect tax evasion by offshore entities providing online betting, gambling

CFO News

These online betting and gambling apps are available on Google Play Store for android phone users and App Store for iOS users and can be freely downloaded.

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Wrap-Up: Reimagine Your Month-End Close with Sage Intacct

https://trustedcfosolutions.com/feed/

As the end of the month approaches, many finance and accounting teams brace themselves for the hectic period known as the month-end close. In our previous articles, we have explored different aspects of the month-end close, including where to begin, how to speed up the close, and best practices with Sage Intacct to overcome the challenges that prevent a smooth monthly close.

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NEC Corporation promotes India CFO Mayank Khandelwal as Head of Finance for global regional headquarters

CFO News

The elevation comes in line with NEC Corporation’s rollout of a new organization structure to catalyze and augment the next phase of growth.

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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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CFOs: Be aware of nine security trends

Future CFO

There are nine security trends that CFOs need to be aware when working with CISOs and security and risk management leaders. According to Gartner , enterprises must rethink their balance of investments across technology and human-centric elements in cybersecurity programmes. “A human-centered approach to cybersecurity is essential to reduce security failures,” said Richard Addiscott, Sr Director Analyst at Gartner.

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Startups call for exempting more from angel tax

CFO News

The Centre is gathering inputs from various stakeholders and is expected to come up with a detailed clarification on angel tax in the next few days.

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The Importance of Continuing Education for Accountants

CFO Network

As a professional accountant, you understand your job is more than just crunching numbers. You have to stay up-to-date with the latest trends, regulations, and technologies to offer the best possible services to your clients. Continuing education is vital for accountants; we’ll explain why in this article. Continuing Education: A Must for Accountants Continuing education refers to learning after a professional has completed their initial education and training.

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RBI imposes Rs 44 lakh penalty on 4 co-op banks

CFO News

The Reserve Bank has imposed penalties totalling Rs 44 lakh on four cooperative banks, including a Rs 16 lakh penalty on Chennai-based The Tamil Nadu State Apex Co-operative Bank, for contravention of various norms.

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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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When Relocating For a Lower Cost of Living Doesn’t Make Sense

Financial Analyst Insider

The economy has been in a turbulent state for months, and it may be awhile before things get better. The cost of living is rising The post When Relocating For a Lower Cost of Living Doesn’t Make Sense appeared first on Financial Analyst Insider.

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Vedanta company urges SC to dismiss Venugopal Dhoot's appeal

CFO News

In its response, Twinstar claimed that Dhoot has been a "fencesitter who has waited till the eleventh hour" to make a bid, and has always tried to "disrupt and derail" the insolvency proceedings through "vexatious and frivolous" legal proceedings.

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Ask an Expert: Investment & Debt Management for Treasurers

CS Lucas

In todays times, investment & debt management requires flexibility and quick responses by treasurers for directors to make swift, real-time decisions. In this webinar, Chee Seong Tan, Founder & CEO of CS Lucas (an established treasury management system) will talk about some of the most common questions he’s received from clients and is here to answer your queries and concerns regarding investment & debt management: Make your short term cash count (forecasting, managing & se

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Mankind Pharma raises Rs 1,297 crore from anchor investors ahead of IPO

CFO News

​​The anchor allocation was done at Rs 1,080 per share, under which Goldman Sachs, Canada Pension Plan, Government of Singapore, and Fidelity Investment Trust, among others, have participated.

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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.

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Cash flow forecasting: The financial GPS system

Cube Software

You need to know how much cash is coming into the business.

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Lenders May halt funding over 'Sin' tag: ONGC Chief

CFO News

ONGC Videsh, the state-run explorer's overseas arm that has 32 projects in 15 countries, is already facing increased green scrutiny. ONGC didn't respond to ET's request for comment.

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How to ensure a successful due diligence process when selling your company

One to One

The process of selling a company is very complex. That is why it is essential to have the help of a company specialised in mergers and acquisitions, since they will take care of all the steps Read More. The post How to ensure a successful due diligence process when selling your company appeared first on ONEtoONE Corporate Finance.

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CEAT sees 25% revenues coming from exports

CFO News

As part of a plan to accelerate exports, the RPG Group company plans to enter PCR and truck & bus radial (TBR) segment of the US market by the end of 2023-24, the company's newly-appointed MD & CEO Arnab Banerjee told ET.

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Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“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.