CFA Institute

FEBRUARY 9, 2023

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.

Performance Measuring 88

Performance Measuring Risk Management Planning Economics 88

CFO Dive

FEBRUARY 9, 2023

Just-in-time inventory logic can appeal to boards. Michael Poveda argues CFOs should consider stockpiling inflation-sensitive products and materials.

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Barry Ritholtz

FEBRUARY 9, 2023

I am always fascinated when seemingly random sources converge on the same concept. The current convergence involved some research I was doing centered on Dunning Kruger, Vanguard’s Tim Buckley, my partner Josh’s AI/ChatGPT post, and the general state of the market. It’s like a real-time version of “ The Blind Men and the Elephant ,” by John Godfrey Saxe.

Hurdle Rate 111

Hurdle Rate Technology Numbers Marketing 111

CFO Dive

FEBRUARY 9, 2023

Transitioning from a behind-the-scenes orchestrator to more of a front line role can help finance chiefs add further value to their companies, Customer.io CFO Zhi Li said.

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Leadership CFO Finance 255

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

Accounting Firms

CFO News

FEBRUARY 9, 2023

With compliances and penalties being eased, it will not only further enhance India’s rank but will get India a tag of being a preferred destination for foreign capital. In addition, this will reduce the burden on the already burdened judicial system to hear and award criminal punishments.

Compliance 98

Compliance 98

The Reformed Broker

FEBRUARY 9, 2023

Final Trades: Danaher, AbbVie, Paramount & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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CFO Dive

FEBRUARY 9, 2023

The new biotech firm’s CFO wants to make sure the young company is always able to answer questions potential investors may have.

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CFO 144

Nerd's Eye View

FEBRUARY 9, 2023

For many financial advisors, setting asset minimums helps ensure that their firm can generate enough revenue to maintain business costs and compensate the advisor appropriately. While finding prospective clients who are a good fit for the firm can be challenging, what can be even more challenging is letting a prospect who doesn’t meet the firm’s asset minimum requirements know that they wouldn’t be a good fit for the firm.

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Communication Education Planning 98

CFO Talks

FEBRUARY 9, 2023

Since its launch in July of 2022, the CFO Club has been growing at a rapid rate, welcoming 200 new CFOs from across Africa to its ranks and recently celebrating its 200th podcast recording. Yolandi comes with more than 15 years of experience as a strategy and management consultant. “I get fired up when I get to identify & solve real operational problems, through the application of methodologies centered around the end customer or within a team environment.

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CFO Management Consulting Finance Accounting 97

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Accounting

Future CFO

FEBRUARY 9, 2023

Each year, FutureCFO invites executives to share their experiences and expertise so that others can benefit from the shared wisdom. According to Robert Walters , productivity and efficiency will be the top priority for financial management in 2023. While the firm acknowledges that the need for finance talent will remain high, it expects demand for operational profiles to grow less, due to automation and outsourcing of certain activities.

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Finance Communication Leadership Accounting 96

CFA Institute

FEBRUARY 9, 2023

Paul Johnson and Paul D. Sonkin shed great light on the investment management industry’s evolution over the past 90 years — and how one luminous individual contributed so much to it.

Investments 94

Investments Economics 94

CFO News

FEBRUARY 9, 2023

CFOs feel that 25 bps repo rate hike by RBI is in the expected lines and is justified, however finance leaders have mixed views on further rate hikes.

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Finance 93

Future CFO

FEBRUARY 9, 2023

The accounting talent crunch for employers might remain from the next couple of years. According to ACCA’s Global Talent Trends Survey 2023, 44% of respondents expect to move to their next role in 12 months and 69% over the next two years. More than 8000 professional accountants from 148 countries were asked in the survey about the concerns they held around work in the future as well as aspirations for their careers, said ACCA.

Accounting 86

Accounting Technology Securities 86

Advertiser: Paycor

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.

https://trustedcfosolutions.com/feed/

FEBRUARY 9, 2023

Getting audited isn’t something businesses look forward to. If you’ve been in business for a while, you are all too familiar with this dreaded — but mandatory — activity. Audits cost your business hundreds and thousands of dollars, taking up countless hours researching transactions and data logs, or painstakingly tracking down supporting documentation.

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Auditing CFO Compliance Accounting 57

Fox Corporate Finance

FEBRUARY 9, 2023

From February 23 to February 24, 2023, the ECP – European Chemistry Partnering Congress, the business speed dating event for the chemical and biotech industry, will take place for the seventh time in Düsseldorf, Germany. Read more The post FCF is sponsor of the 7th ECP on February 23-24, 2022 in Düsseldorf, Germany appeared first on FCF Fox Corporate Finance GmbH.

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Corporate Finance Finance 52

CFO News

FEBRUARY 9, 2023

Indian business tycoon Gautam Adani's company has hired activism defense law firm Wachtell, Lipton, Rosen & Katz as it weathers the storm following US-based short-seller firm Hindenburg's revelations in its report where it alleged Adani Group of indulging in corporate fraud, the Financial Times reported.

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Barry Ritholtz

FEBRUARY 9, 2023

We are back from the ETF Exchange event and ready to rumble! (Or at least read). With no further adieu, the morning train WFH reads: • The AI Bubble of 2023 : The repetition of patterns is amazing. In every generation we see new bubbles, which form when a new innovation comes along and everyone gets excited about the future. The crowd gets swept away on a wave of madness, fueled by the recent gains they’ve seen for themselves (or for others) and all other considerations go out the window.

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Valuation Investments Marketing 52

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.

Accounting

CFO News

FEBRUARY 9, 2023

A team of officials working with India's Goods and Services Tax Council will decide cutting rates for cement on Feb. 18, the chairperson of the Central Board of Indirect Taxes and Customs said on Friday. Finance minister Nirmala Sitharaman recently indicated that industry's demand for trimming the 28% goods and services tax levy on cement, a key input for the infrastructure sector, could be taken to the fitment panel under the GST Council.

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Finance 52

Fox Corporate Finance

FEBRUARY 9, 2023

The post FCF is sponsor of the 7th ECP on February 23-24, 2022 in Düsseldorf, Germany appeared first on FCF Fox Corporate Finance GmbH.

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Corporate Finance Finance 52

CFO News

FEBRUARY 9, 2023

When inflation dialled down to 5.77 per cent in December, below the upper end of the RBI's tolerance band, it raised hopes in many quarters that in the upcoming policy, if not a pause, RBI will at least change its policy stance from accommodation withdrawal to neutral.

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CFO Talks

FEBRUARY 9, 2023

1X ‘ I am basically your CFO on call’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. Go to www.cfoclub.co.za and join our community of accounting and finance executives.

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Mergers and Acquisitions (M&A) CFO Manufacturing Accounting 52

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.

Finance

CFO News

FEBRUARY 9, 2023

The bank is planting its sights more firmly on the ultra-rich in India, where the wealth held by billionaires has crossed $400 billion from $148 billion in 2016. It also plans to launch an onshore private banking service in the South Asian country this year.

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Banking Planning 52

Jedox Finance

FEBRUARY 9, 2023

Businesses today are being empowered by artificial intelligence (AI) to grow in ways that they could only dream of just a few years prior. The data on increasing use of AI demonstrates that turning to such automated solutions is, arguably, the equivalent of taking your vitamins – those making the strongest impact have already begun investing in a complete digital transformation journey.

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Manufacturing Strategic Planning Planning Forecasting 52

CFO News

FEBRUARY 9, 2023

The Securities and Exchange Board of India, however, can and must talk — and act. A more than $100 billion rout in the share prices of the highly leveraged infrastructure owner has the potential to spark a broader contagion, especially if the local banking system gets infected. It’s SEBI’s job to restore trust in the Indian market.

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Leverage Securities Banking Marketing 52

E78 Partners

FEBRUARY 9, 2023

E78 Partners Announces Strategic Acquisition of Tax and Accounting Firm Stern Cassello & Associates Stern Cassello expands E78’s suite of services, addressing the wide spectrum of income tax issues facing middle-market companies, financial sponsors and high net worth individuals OAKBROOK, IL (February 9, 2023) – E78 Partners , a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors, announced today that it has acquire

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Compliance Accounting Cost Management Finance 40

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.

Finance