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Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C., that oversees $143 million in assets under management (AUM) for nearly 75 client households. What's unique about Ari, though, is how he and his partner, Zach, not only initiated fee minimums to ensure that they could profitably serve their clients, but subsequently have intentiona
Ben T. Smith IV, a longtime Silicon Valley executive and currently head of the Communications, Media and Technology practice at Kearney, speaks to Global Finance about the post-SVB venture capital industry and the pace of innovation.
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 note said that in compliance with the directions of the earlier order of the Supreme Court, in February, field formations had been directed to ensure that 100% filing by tax officials before the ITAT takes place in e-filing mode by end of May
Written by Staff Writer A recent Delloite survey of European finance executives offers early signs of how finance functions approach AI. Key takeaways Surveyed executives acknowledge gaps in workforce skills. But only 24 percent have started hiring those with AI skills. Control and reporting, finance operations and FP&A are functions are those executives expect will be the most affected by AI in the next two to five years.
The Australia-based tech company is refreshing its widely-used workplace collaboration tech tools Confluence and Jira and adjusting to its customers' changing needs amid the tech downturn.
In a periodic review meeting with CBDT here Tuesday, Sitharaman also discussed measures to widen the taxpayer base and disposal of applications for condonation of delay and grant of exemptions under certain sections of the Income Tax Act.
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.
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Google/Microsoft Earnings – 40% of the S&P 500 is reporting this week. ►An Earnings Recession – Does an earnings recession translate to an economic recession?
FCF Fox Corporate Finance GmbH is delighted to publish the new “FCF Biotech Venture Capital Monitor – USA 03/2023”. The Monitor is a monthly published overview of venture capital trends in the US-Biotech sector. As. Read more The post FCF Biotech Venture Capital Monitor – USA 03/2023 published appeared first on FCF Fox Corporate Finance GmbH.
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.
Three years after, we all went remote. What do we keep? What are the workarounds that we are living with but need to have a more sustainable solution for? Situation: We went remote without warning and put in coping measures. This accelerated the adoption of paperless/electronic workflows earlier than previously imagined. The return-to-the-office has happened in fits and starts, delayed by new variants and (frankly) resistance from staff who have embraced the opportunity to telework.
The Southeast Asian private equity market saw a slowdown in deal activity in 2022, but the region’s long-term macro fundamentals remain strong, said Bain & Company recently. Deal value in SEA saw a fall of 52% in 2022 compared to the previous year, with deal count also declining 15% year-on-year, according to Bain & Company’s Southeast Asia Private Equity Report 2023.
Uday Kotak, the man behind India's third-largest private bank, Kotak Mahindra Bank, will step down as CEO and MD at the end of this year due to RBI tenure cap. Kotak Mahindra Bank is actively looking for his replacement to fill his shoes, which seems difficult as he is an institution by himself. Kotak started his journey with a small bill-discounting business, which later became one of India's largest banks.
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.
Among the keepsakes that Craig Conti collected during the more than two decades of his finance career, the item to which he refers simply as “the list” remains one of his most prized career souvenirs. Having graduated from General Electric’s Financial Management program in 2001, the 20-something Conti had only recently been assigned to GE’s corporate audit staff when he was dispatched overseas for a 5-year tour of duty.
During his career with the Group, Nanda has run a diverse set of businesses. His most significant achievements include the Group's diversification into leisure and hospitality, and the pioneering work he did in setting up Mahindra World Cities in Chennai and Jaipur.
CFO GUEST: Jason Quinn of Vendr 892: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr MADE POSSIBLE BY VERSAPAY The first Collaborative Accounts Receivable Network. Our AR automation solutions and next-generation B2B payments network make billing and payments easier for enterprises, increasing efficiencies, accelerating cash flow, and dramatically improving the customer experience.
The Ministry of Finance predicts the economy to grow at 7%, which is higher than the trend rate and the growth of the other major economies. As per the latest Monthly Economic Review, India's growth has been aided by solid revenue generation and improvement in quality of expenditure which is driven by significant capex.
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.
CFO GUEST: Jason Quinn of Vendr 892: Understanding Your Customer From the Inside Out | Jason Quinn, CFO, Vendr MADE POSSIBLE BY VERSAPAY The first Collaborative Accounts Receivable Network. Our AR automation solutions and next-generation B2B payments network make billing and payments easier for enterprises, increasing efficiencies, accelerating cash flow, and dramatically improving the customer experience.
"We are very, very comfortable," said Anil Agarwal in an interview with ET, drawing attention to the company's track record. "In the last 25 years, we have not defaulted even once. There has been disproportionate talk about our debt," he said, adding that VRL would repay its debt through a combination of dividend and royalty payments.
The transcript from this week’s, MiB: Brian Hamburger, MarketCounsel , 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.
The share of hotel rooms in the tier-II and tier-III cities increased to 38% of the total inventory at the end of 2022 from 33% four years ago according to a recent HVS-Anarock report. The share of hotel rooms in metros reduced to 19% from 30% during the period. Cities such as Agra, Haridwar, Manali, McLeod Ganj, Kasauli, Katra, Mahabaleshwar, and Vrindavan reported the opening of new hotels in the mid-market and upscale segments.
“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.
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