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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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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“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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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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Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

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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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#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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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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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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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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How to Build the Ideal HR Team

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

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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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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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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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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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Planning Your Restaurant's Path to Profitability

Speaker: James Kahler, COO of Full Course

Ever wondered where to splurge and where to safely conserve when it comes to operating and growing your restaurant? 🤔 Join James Kahler, COO of Full Course and industry visionary, in this new webinar where he'll talk all about best practices to invest in your restaurant's success! Whether you're a new business or an established restaurant, a seasoned pro or a rookie, you'll learn the keys to sustainable success in this competitive industry.

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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 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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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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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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How Automation is Driving Efficiency Through the Last Mile of Reporting

Speaker: Jamie Eagan

As organizations strive for agility and efficiency, it's imperative for finance leaders to embrace innovative technologies and redefine traditional processes. Join us as we explore the pivotal role of digitalization and automation in reshaping what is commonly referred to as the “last mile of reporting”. We’ll deep-dive into why digitalization is no longer a choice, but a necessity for finance departments to stay competitive in a fast-paced environment touching on: 2024 trends for the Office of

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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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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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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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Accounting Software and ERP Readiness Guide

In this white paper, we explore the factors to consider in deciding whether the time is right for your Company to consider a new ERP or accounting software, the total cost of ownership and plans necessary to make the potential leap to these systems.

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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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ChatGPT Takes a Seat at the Planning Team’s Table | Brett Knowles, Planning Aces

CFO Thought Leader

MADE POSSIBLE BY VENA | Bring data from your existing systems directly into Vena so you can stop worrying about the integrity of your data. And with the language of Excel built directly into Vena, all of your data will stay synchronized and fluid, no matter where it’s coming from. Visit Vena www.venasolutions.com The post <strong>ChatGPT Takes a Seat at the Planning Team’s Table | Brett Knowles, Planning Aces</strong> appeared first on CFO THOUGHT LEADER, CFO, Finance, Lead

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Govt purchases from MSMEs record an all time high in FY23: Official Data

CFO News

It is mandatory for central ministries or enterprises to procure a minimum 25% share out of their total annual procurement from MSEs. According to the official data, CPSEs made an all-time high purchase of Rs 58,429 crore during FY23, an increase of 9.3% from FY22.

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Venture Capital Sentiment Tracker – March 2023

Fox Corporate Finance

March 2023: Biotechnology Medical Technology Health Technology Funding Volume (€m) 0 Trend Funding Volume (€m) 0 Trend Funding Volume (€m) 0 Trend Biotechnology Funding Volume (€m) 0 Trend Medical Technology Funding Volume (€m) 0 Trend. Read more The post Venture Capital Sentiment Tracker – March 2023 appeared first on FCF Fox Corporate Finance GmbH.

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Recruit and Retain New Blue-Collar Talent

Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution. Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals.