Wed.Jul 09, 2025

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From Acknowledgment To Engagement: Key Questions To Reframe Issues And Get Action When Clients Are Off Track

Nerd's Eye View

Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea

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Eftsure Joins Nacha as Preferred Partner to Strengthen ACH Payment Security

Trade Credit & Liquidity Management

From a Press Release dated July 2, 2025, Reston, VA Eftsure, a global leader in payment fraud prevention, has been named a Nacha Preferred Partner, joining a select group of technology providers recognized for advancing the ACH Network. Eftsure is designated as a Preferred Partner in three critical categories: Account Validation, Fraud Monitoring, and Risk and Fraud Prevention.

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JM sees Indian IPOs adding $3 trillion market value over decade

CFO News

India's IPO market is booming. It may add $2 trillion to $3 trillion in market value in the next decade. IPOs have already raised over $6 billion this year. Many more deals are expected across various sectors. M&A activity is also increasing. Dealmaking in India is likely to remain strong as the economy grows.

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Chaser Launches AI-Powered Tool to Cut Email Back-and-Forth & Speed Up Collections

Trade Credit & Liquidity Management

From a Press Release dated July 2, 2025, London, UK Chaser , a leader in accounts receivable automation, has launched an AI email generator that streamlines how finance teams manage debtor communications. This new feature, announced in July 2025, allows teams to draft polite, payment-focused replies to debtor emails directly within the Chaser platform, eliminating the need to switch between multiple inboxes and software systems.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Sebi may allow CRAs to rate unlisted securities

CFO News

SEBI has proposed allowing credit rating agencies (CRAs) to rate financial products regulated by other financial sector regulators, even without specific guidelines from those regulators. CRAs must establish a separate unit within six months, maintaining a strict firewall from their SEBI-regulated activities. This move aims to leverage synergies and address industry gaps, requiring upfront disclosures to clients about unregulated activities.

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RBI issues draft norms for novation of F&Os

CFO News

Reserve Bank of India introduces draft guidelines for over-the-counter derivative contracts. Novation requires consent and prevailing market rates. A tripartite agreement is central to the process. The original contract gets replaced with a new one. FIMMDA and FEDAI will develop standardized documentation. Market-makers must report transaction details to the Clearing Corporation of India.

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Federal Payments Go Digital

Trade Credit & Liquidity Management

The federal government is moving to eliminate paper checks for all federal disbursements by September 30, 2025, under Executive Order 14247, “Modernizing Payments To and From America’s Bank Account.” This initiative, led by the U.S. Treasury Department, aims to transition all federal payments, such as Social Security benefits, tax refunds, and vendor payments, to electronic methods like ACH transfers.

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Explained: American Viceroy does a Hindenburg on Anil Agarwal's Vedanta. Here's what you need to know

CFO News

Viceroy Research has accused Anil Agarwal's Vedanta Group of being a 'Ponzi scheme,' triggering a stock crash. The report alleges that Vedanta Resources, the parent company, is draining cash from Vedanta Limited through disproportionate dividends and debt, pushing the group towards insolvency.

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You’re Being Watched – and Judged – Every Day 

CFO Talks

You’re Being Watched – and Judged – Every Day We tend to think of promotions as something you apply for. You submit a CV, attend the interview, and get formally offered the new role. But in the world of finance leadership, many of the most important promotions begin long before you get the title and often without your knowledge. These are the invisible promotions.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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Don't aggressively push loans, keep interest rates reasonable: FM Nirmala Sitharaman to NBFCs

CFO News

Nirmala Sitharaman urged NBFCs to avoid aggressive loan marketing. She emphasized fair recovery practices aligned with RBI guidelines. Sitharaman highlighted the importance of collaboration between NBFCs and banks. She wants NBFCs to focus on risk management and customer well-being. Sitharaman envisions NBFCs playing a key role in India's future credit needs.

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Finance at a Crossroads: Turning Challenges into Strategic Opportunities

Trade Credit & Liquidity Management

Today, many organizations are navigating multiple, disconnected ERP systems and numerous manual workarounds, often leading to unclear ownership of processes, inefficiencies, and a higher risk of errors.

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Trump imposes 50% tariff on Brazil, Lula warns of 'reciprocal measures'

CFO News

Donald Trump announced a 50% tariff on all imports from Brazil, citing unfair trade practices and linking the move to Brazil's treatment of Jair Bolsonaro. Lula da Silva responded by vowing reciprocal measures and disputing Trump's claims of unfair trade. The tariffs have caused the Brazilian real to fall and could significantly impact U.S.

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Inside the One Big Beautiful Bill Act: US GAAP, Tax, and Reporting Implications

Embark With Us

On July 4, 2025, while most Americans celebrated Independence Day with fireworks and family barbecues, a different kind of spark was lit in Washington. President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) — an 870-page legislative powerhouse reshaping the tax and policy landscape for businesses across the country.

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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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Sebi mulls shifting weekly options expiry to fortnightly expiry: Report

CFO News

Sebi may shift to fortnightly index options expiry to curb rising volumes and expiry-day manipulation, following the Jane Street fallout. Despite curbs, turnover remains high. A decision will hinge on near-term data. Regulatory scrutiny has already impacted related stocks.

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1112: The Value of Seeing Finance from the Front Lines | Nathan Winters, CFO, Zebra Technologies

CFO Thought Leader

When Nathan Winters led a supply chain team earlier in his career, he noticed something that would shape his leadership style: “The credibility you get by the operating leaders when they see you out in the field… is incredibly important.” Whether visiting customers, walking a manufacturing floor, or sitting in on operating meetings, Winters found that physical presence fostered trust—and that trust gave finance a real seat at the table.

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NCLT orders insolvency process against Gstaad Hotels over Rs 666 crore default

CFO News

The NCLT has initiated insolvency proceedings against Gstaad Hotels, owner of JW Marriott Bengaluru, following a default of Rs 665.74 crore to Omkara Asset Reconstruction. The tribunal dismissed Gstaad's objections regarding debt assignment and interest calculations. This decision enforces a moratorium, halting legal actions against the hotel company.

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CFOs ‘getting more risk averse’ in Trump economy

CFO Dive

Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management L

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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ICICI Prudential AMC files IPO papers with Sebi

CFO News

ICICI Prudential AMC has filed papers with Sebi for an IPO consisting of a 1.76 crore equity share offer for sale by Prudential Corporation Holdings. ICICI Bank aims to maintain its majority stake in the AMC, even with the listing and partial divestment by its joint venture partner.

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A retirement planning expert dives into the Big Beautiful Bill

Tips Watch

By David Enna, Tipswatch.

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Women in leadership boost profits, but most Indian companies still lag in inclusion: Report

CFO News

A new report reveals that companies with more women leaders have higher profits. However, women are underrepresented in key roles. Most companies lack women in important positions. The report highlights an 'hourglass effect,' with fewer women in mid-management. Experts urge companies to focus on meaningful participation. They suggest mentorship and flexible work options.

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At The Money: Managing Business Model Changes

The Big Picture

At The Money: Managing Business Model Changes (July 9, 2025) What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and the economy.

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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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JSW Group to increase stake in JSW MG Motor India amid SAIC's exit from Indian Market

CFO News

JSW Group aims to increase its stake in JSW MG Motor India as SAIC Motor prioritizes investments elsewhere. JSW intends to become the largest shareholder, while SAIC continues providing technology and brand support.

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Cautious Consumers Reshape Small Business Landscape in Summer 2025

Trade Credit & Liquidity Management

Consumer spending is a critical driver of business health, especially for small businesses, which often feel the impact of shifts in household budgets more quickly than large corporations. When consumers tighten their wallets—whether due to inflation, economic uncertainty, or changing priorities—small businesses often see immediate effects in sales, foot traffic, and cash flow.

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Ministry loses clause in draft oil rules to gain foreign investors

CFO News

India's oil ministry has revised exploration rules, scrapping a provision allowing the government to claim additional gains from law changes, aiming to attract foreign investment. Companies can now offset losses from legal changes by reducing government payouts, with no minimum threshold.

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For M&A in 2025, tariff policy presents opportunity

CFO Dive

While it’s understandable dealmakers are pausing M&A and trying to predict where trade policy goes next, these are instincts to try and resist, Deloitte’s Adam Reilly writes.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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Closed-door meet at Bombay House: Tata Sons chief Chandrasekaran makes a move Ratan Tata never did

CFO News

In an unprecedented move, Tata Sons Chairman N Chandrasekaran briefed the Tata Trusts board on the conglomerate's performance and future strategies, a departure from the tradition established during Ratan Tata's tenure. The update included progress in key sectors like semiconductors, electric mobility, and Air India, along with details on the Ahmedabad crash response.

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CFOs must embrace ‘cross-functional’ role: Beamery CEO

CFO Dive

To figure out the golden balance between tech and talent spending, CFOs need to work more closely than ever with other C-suite leaders, Beamery’s Sultan Saidov said.

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India's share in global market recovered in June to 4% from 16-month low of 3.6% in Feb: Motilal Oswal

CFO News

India's share in the global market capitalisation rose to 4 per cent in June 2025, recovering from a 16-month low of 3.6 per cent in February 2025, according to a report by Motilal Oswal Financial Services.