This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
What is business budgeting? Business budgeting is a company’s future financial plan for a set period of time, usually a fiscal year. It measures estimations of revenue and expenses, liability payments, and risk against organizational goals and allocates resources accordingly.
The rules require notification of “material” breaches, but some early filers have reported incidents that appear to fall short of the regulatory threshold.
In August 2022, more than 300 disruptors, visionaries and innovative thinkers gathered for BMO’s first ever internal innovation sprint, Destination Digital. Over the course of 30 hours, cross functional teams… Read more The post BMO’s 30-hour innovation sprint, Destination Digital, returns appeared first on About BMO.
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
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
Efraín Pérez Agosto began his career on the lively casino floors of Puerto Rico, where his fascination with the gaming industry was first sparked. Starting with a succession of jobs, he quickly showcased his analytical prowess and passion for numbers. In search of broader horizons, Agosto relocated to the U.S. when his casino owner set down roots in Indiana.
Gautam Adani, chairman of the Adani Group, is reportedly looking into acquiring a stake in One97 Communications, the parent company of Paytm, according to sources cited by The Times of India. Paytm's founder and CEO, Vijay Shekhar Sharma, met with Adani in Ahmedabad to discuss the details of the potential deal.
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
The Indian government is monitoring imports of laptops, tablets, and servers, focusing on 27 companies under the Production linked incentive (PLI) scheme 2.0 for IT hardware. The government is preparing to replace the current import management system with an import authorisation mechanism to make the country a global manufacturing hub.
Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jenny Martella. Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. What's unique about Jenny, though, is how she and her previous business partner were so successful in the early years of growing their advisory firm, that the
In this new role, Sethi will be responsible for leading Lava's financial operations, enhancing financial systems and processes, and steering the company's fiscal strategies to support its growth plans.
Inside The Mentoring Round, CFO Robert Cornella emphasized the importance of understanding the needs and expectations of different stakeholders within the first 60 to 90 days of a new CFO role. CFO Cornella stresses the significance of not presupposing stakeholder expectations and investing time in understanding their values and ambitions. As a book recommendation, Cornella the submits “Measuring and Managing the Value of Companies,” which he found invaluable during his time in Coca-
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.
The third edition of the Modi government's FAME scheme, worth Rs 10,000 crore, will focus on electric two-wheelers, three-wheelers, and government buses. The inclusion of electric cars for institutional buyers like taxi aggregators is undecided.
SP Group, promoted by the Mistry family, has pledged its entire 18.5% in Tata Sons held through two entities to secure monies from private credit funds such as Ares and Farallon. Additionally, it needs to raise funds for a separate repayment due in three months and refinance existing high-cost borrowings.
The core of the dispute lies in the procedural aspects followed by taxpayers. It is evident that this situation could have been avoided if the CBIC had issued specific instructions and guidelines earlier, or if the GST portal had been designed to prevent such initial challenges.
The Competition Commission of India (CCI) has approved the demerger of ITC Ltd's hotel business into a separate entity, ITC Hotels Ltd. The new entity will be listed on stock exchanges after the demerger. ITC will continue to hold a 40% stake, while the remaining 60% will be held by the conglomerate's shareholders. The proposed internal restructuring exercise will not alter market dynamics.
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.
At least two companies – HCLTech and Birlasoft – have gone on record to say that from the usual 10-12 year deals earlier, long-term arrangements are now ending in four years. Earlier, the tenures ranged between 10-12 years.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content