CFO Dive

MAY 9, 2023

Ransomware claims filed by U.S. clients of insurance broker Marsh spiked 77% in the first quarter, following a downward trend in 2022.

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360

CFA Institute

MAY 9, 2023

Michinori (Mitch) Kanokogi, CFA, is head of solutions research at Nissay Asset Management. He leads the research and development of digital investment solutions for investors. Previously, he led the launch of AQR Capital Management’s Japan business as head of investment management. He also has experience in multi-manager investment at Russell Investments, equity portfolio management at UBS, and management consulting at PwC and Deloitte.

Investments 52

Investments Management Consulting Securities Technology 52

CFO Dive

MAY 9, 2023

A pullback in credit is prompting owners of small businesses to scale back plans for capital expenditures during the next six months.

Planning 278

Planning 278

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. What's unique about Liz, though, is how she and her brother have taken ownership of what was originally their father’s broad commission-based practice with more than 1,500 clients, and have managed the balance

Planning 98

Planning Sales 98

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 Dive

MAY 9, 2023

Only about one in three companies polled in a WTW survey gave themselves good marks for effectively managing changes in work dynamics such as digitalization.

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CFO Dive

MAY 9, 2023

Three-year company veteran Tiffany Mason abruptly departed the automotive services company last week, with former Cardtronics CFO Gary W. Ferrera to step into the newly vacant CFO seat.

CFO 264

CFO 264

The Reformed Broker

MAY 9, 2023

Final Trades: Berkshire, Devon Energy & CRISPR Therapeutics from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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89

CFO Dive

MAY 9, 2023

The infusion of cash is expected to boost R&D investments for the company’s financial planning and analysis tool, including in the area of generative AI.

Financial Planning and Analysis (FP&A) 228

Financial Planning and Analysis (FP&A) Investments Planning 228

CFO Thought Leader

MAY 9, 2023

Last October, when it was announced that Bobby Leibrock would become the next CFO of IBM subsidiary Red Hat, finance team members no doubt understood that the open-source developer was coronating not just any IBM veteran but a strategic finance executive who for years had been entrenched along the front lines of IBM’s software acquisition activities.

CFO 59

CFO Leadership Finance Securities 59

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Accounting

CFO Dive

MAY 9, 2023

A leadership shuffle also has Todd Tuckner, CFO of UBS’ global wealth management arm, taking on the role of group CFO. Tuckner will replace Sarah Youngwood, who is leaving the company.

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CFO Leadership 130

CFO News

MAY 9, 2023

Go Airlines (India), recently rebranded as Go First and the country's fourth-largest carrier, will learn its fate on Wednesday in a bankruptcy plea ruling. If its plea is successful, it will become the first Indian airline to seek bankruptcy protection to renegotiate its contracts and debts, leading to the appointment of a new resolution professional to revive the airline.

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Future CFO

MAY 9, 2023

China’s financial holding companies regulations curtail systemic risk by bridging a regulatory gap and segregating financial and non-financial risks, said Fitch Ratings recently. Enhanced regulatory oversight and internal controls may improve funding access for some, although there has been limited rating impact to date, the firm added. The framework of China’s financial holding companies regulations continues to develop, with the latest rules regulating related-party risks came into effect in M

Benchmarking 52

Benchmarking Leverage Investments Marketing 52

CFO News

MAY 9, 2023

The number of female employees increased 6.5% at these IT companies in FY23, outpacing growth in their total headcount, which was 5.9%, according to a survey commissioned by ET and conducted by staffing firm Xpheno.

Numbers 52

Numbers 52

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.

E78 Partners

MAY 9, 2023

Microsoft Dynamics GP (Great Plains) customers are concerned about potential end-of-life announcements or a cut-off date for product support. When considering their next solution, NetSuite Cloud is emerging as their destination of choice. This trend is being observed across a wide range of industries and sizes, from global companies to small and mid-size firms.

Budgeting 52

Budgeting Accounting Numbers Technology 52

CFO News

MAY 9, 2023

There has been a hike in the prices of 15-20% for the week gone by on select routes where Go First was operating, says Rahul Gautam.

CFO 52

CFO 52

Qubix

MAY 9, 2023

In an earlier blog , I argued that lofty ambitions for AI in healthcare had caused us to miss achievable wins that could solve the healthcare funding crisis. In this blog, I argue that if we want to be ambitious for Healthcare AI, we should not be looking to replace existing services (say GPs) with AI, we should use it to transform healthcare itself and improve the health of populations.

Healthcare 52

Healthcare 52

CFO News

MAY 9, 2023

In the aviation industry it's not the revenue but cost management that is driving the business -- that's where the airline survives, said Gagan Dixit, the aviation expert and Senior VP, (Oil, Gas, & Aviation) of Elara Securities. Is Go First failure one of a kind case in the aviation industry? What does Go First going belly up mean for Indigo, Air India, SpiceJet and other carriers?

Cost Management 52

Cost Management Securities 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

Barry Ritholtz

MAY 9, 2023

 The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio.

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Investments Banking Advertising Numbers 119

CFO News

MAY 9, 2023

PTC India and its financial services unit, PTC India Financial Services (PFS), have been given 21 days by India's market regulator, the Securities and Exchange Board of India, to respond to legal notices issued to them regarding alleged corporate governance lapses. Investigations by the regulator reportedly unveiled preliminary evidence of governance and listing norm violations.

Securities 52

Securities Marketing 52

Barry Ritholtz

MAY 9, 2023

My Two-for-Tuesday morning train WFH reads: • What would U.S. default actually look like? ‘Financial Armageddon.’ The global financial system is like an upside-down pyramid, and the tip of that pyramid is the U.S. Treasury market. “Everything else rests upon it.” ( Washington Post ) but see also Can Biden Call the G.O.P.’s Bluff on Debt and Protect the Economy?

Treasury 64

Treasury Financial Systems Startups Investments 64

CFO News

MAY 9, 2023

India plans to reopen the application process for $10bn in incentives and assistance to attract prospective chipmakers. It wants to lure foreign investors such as Taiwanese Hon Hai Precision Industry and billionaire Anil Agarwal's Vedanta Resources, which are yet to break ground on $19bn of projects already announced. The incentive is expected to accelerate local semiconductor production and reduce India's reliance on expensive imports from China and Taiwan.

Planning 52

Planning 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

MAY 9, 2023

It is not known whether the committee has completed its investigation into all the issues pointed out by the top court in its March 2 order, or whether it has also sought further time to conclude its findings.

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CFO News

MAY 9, 2023

​​The strong inflows more than made up for the $4.1 billion outflow in the first two months of 2023, eking out a $404 million net inflow for the calendar year so far.

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52

CFO News

MAY 9, 2023

Nirmala Sitharaman chaired the 27th Meeting of the Financial Stability and Development Council (FSDC) for the first time after the announcement of the Budget 2023-24.

Finance 52

Finance Budgeting 52

CFO News

MAY 9, 2023

Retailers must now adapt to this new reality by leveraging technology to create a seamless and personalized shopping experience across all channels. This means investing in digital infrastructure, such as cloud computing, e-commerce platforms, and mobile apps, to meet the changing demands of consumers. Moreover, retailers must also focus on data analytics to better understand customer behavior, preferences, and buying patterns.

Retail 52

Retail Leverage Sales Investments 52

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