Nerd's Eye View

APRIL 25, 2023

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

Profit and Loss 97

Profit and Loss Economics Communication Planning 97

CFO Dive

APRIL 25, 2023

The financial service provider’s updated tools come as CFOs seek emerging technologies that can aid in key areas like revenue generation.

Technology 274

Technology 274

Global Finance

APRIL 25, 2023

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.

Communication 99

Communication Finance Technology 99

CFO Dive

APRIL 25, 2023

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.

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CFO News

APRIL 25, 2023

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

Compliance 98

Compliance 98

CFO Talks

APRIL 25, 2023

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.

Problem Solving 98

Problem Solving CFO Finance Marketing 98

CFO Dive

APRIL 25, 2023

Weakening optimism among consumers, as measured by the Conference Board, coincides with a decline in credit.

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CFO News

APRIL 25, 2023

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.

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CFO Dive

APRIL 25, 2023

The biopharmaceutical company is parting ways with former CFO Leo Greenstein, who started at his post back in 2020.

Pharmaceutical 223

Pharmaceutical CFO 223

Speaker: James Kahler, COO of Full Course

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Planning

The Reformed Broker

APRIL 25, 2023

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?

Economics 75

Economics Finance Investments Marketing 75

CFO Dive

APRIL 25, 2023

Walmart, Amazon and especially Target have already been taking market share from the struggling home goods retailer for quite some time.

Retail 187

Retail Marketing 187

The Reformed Broker

APRIL 25, 2023

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

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CFO News

APRIL 25, 2023

So, I think these are some of these long-term issues which are linked here. We all know that in the startup ecosystem, organisations are today under various kinds of pressures.

Startups 52

Startups 52

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

Finance

Fox Corporate Finance

APRIL 25, 2023

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.

Corporate Finance 52

Corporate Finance Finance 52

CFO Selections

APRIL 25, 2023

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.

Accounting 52

Accounting Technology 52

CFO News

APRIL 25, 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.

Banking 52

Banking 52

Future CFO

APRIL 25, 2023

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.

Healthcare 52

Healthcare Valuation Investments Accounting 52

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Reconciliations

CFO News

APRIL 25, 2023

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.

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CFO Thought Leader

APRIL 25, 2023

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.

Prioritization 52

Prioritization CFO Leadership B2B 52

CFO News

APRIL 25, 2023

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.

Economics 52

Economics Finance 52

CFO Thought Leader

APRIL 25, 2023

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.

CFO 52

CFO Leadership B2B Finance 52

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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.

Accounting

CFO News

APRIL 25, 2023

"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.

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CFO Thought Leader

APRIL 25, 2023

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.

CFO 52

CFO Problem Solving Auditing Finance 52

CFO News

APRIL 25, 2023

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.

Marketing 52

Marketing 52

Barry Ritholtz

APRIL 25, 2023

My Two-for-Tuesday morning train WFH reads: • What Happens After a Bad Year in the Stock Market? The year is still young of course but there is an obvious divergence in the price action between 2022 and 2023. This is a good reminder about what generally tends to happen in different market environments. Volatility clusters in a downtrend so you get both big down days and big up days even as the market’s general direction is lower.

Compliance 57

Compliance Investments Accounting Economics 57

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