Mon.Jan 27, 2025

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Culture, tech key to accounting talent retention: Wolters Kluwer

CFO Dive

A supportive, tech-forward work culture can help retain younger entrants to the accounting profession, Wolters Kluwer’s Dean Sonderegger said.

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Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management

Nerd's Eye View

Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients' investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. The process can be particularly time-consuming when data is stored across multiple systems (or, worse, on paper) and must be manually transferred between software programs, such as scheduling tools and CRMs.

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Trending Sources

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5 CFO tips for tariff scenario planning

CFO Dive

Pulling forward purchases from Mexico and Canada is one of the ways that finance leaders can mitigate the impact of tariffs that are expected to be imposed next month, KPMG’s Andrew Siciliano said.

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1066: How Language Barriers and Data Shortfalls Propelled a Life in Numbers | Cosmin Pitigoi, CFO, Flywire

CFO Thought Leader

Arriving at a high school in Cape Town, South Africa, without speaking English, Cosmin Pitigoi faced an immediate communication challenge. Yet he refused to be deterred, immersing himself in language studies and expanding his vocabulary so he could thrive in the classroom. Years later, that same resolve reemerged in eBays IR function, where Pitigoi realized the company’s available data was falling short in communicating the breadth of eBay’s story.

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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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Tech execs grapple with budget sinkholes as AI drives up spend

CFO Dive

Unpredictable cloud bills, outdated software licenses and shadow IT frustrate FinOps efforts, according to Apptio.

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More Trending

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For the Investment Professional: The Mindset Shift that Changes Everything

CFA Institute

Sébastien Page, CFA, is head of global multiasset and chief investment officer at T. Rowe Price, where he serves as a member of the Asset Allocation Committee and the Management Committee. Previously, he was an executive vice president at PIMCO and a senior managing director at State Street Global Markets. Page has coauthored a number of award-winning research papers and is the author of Beyond Diversification: What Every Investor Needs to Know about Asset Allocation (McGraw Hill 2020).

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Gartner: CFOs must scale up in business partnership

Future CFO

In 2025, Gartner says chief financial officers (CFOs) are expected to continue to lead transformation to improve the finance function, driving enterprise profitably into an AI-enabled future. However, in the road to success, CFOs are faced with mounting risks stemming from AI, global conflicts, climate change, cyberthreats, elections and new regulatory pressures which add complexity to planning and uncertainty to decisions.

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Ep 3: Building Networks, Managing Cash, Embracing Diversity

CFO Thought Leader

In our conversation with Karen Williams, CFO of American Express Global Business Travel lobal Business Travel, we learn how she navigated the leap from a family-owned businesse to a major corporation. She shares the critical lessons she gained about building relationships and networks, especially as an introvert, and how perseverance fuels career acceleration overall.

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Navigating Financial Decisions in a Fast-Paced Business World

CFO Plans

Start Optimizing Your Financial Strategy Now to navigate today’s whirlwind business environment with confidence. Financial decisions can feel like a complex maze for business owners. The challenge of determining where to focus financial resources for maximum ROI is akin to solving a puzzle. However, by honing in on key revenue drivers and employing strategic financial management, businesses can unlock significant growth and profitability.

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Live Demo - Supercharge your Month End Close

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

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The ‘Lego’ Approach to Data: Flywire CFO Discusses AI Strategy

CFO Thought Leader

Inside The Mentoring Round, Flywire CFO Cosmin Pitigoi emphasizes the critical importance of well-structured data in leveraging AI effectively. He compares unstructured data to a “big bucket of Lego,” highlighting that without proper organization and clear definitionssuch as what constitutes a customerAI models may fail to provide meaningful insights.

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Modi govt said to ditch privatisation plans, pour billions in state-run firms

CFO News

Indian Prime Minister Modi is investing billions in struggling state-run firms, diverting from prior privatisation plans. Notable investments include a $1.3 billion plan for steel producer Rashtriya Ispat Nigam Ltd and a $230-$350 million infusion for helicopter operator Pawan Hans. The privatisation slowdown is partly driven by political pressures and expectations that some firms can be made profitable.

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David Wray: Navigating ESG, Sustainability, and the Evolving Role of CFOs

CFO Talks

David Wray: Navigating ESG, Sustainability, and the Evolving Role of CFOs In a recent CFO Club podcast episode, Nicolas van Wyk had an insightful discussion with David Wray, a seasoned CFO and expert on ESG (Environmental, Social, and Governance). David shared his unique perspectives on the evolving demands of the CFO role, sustainability, and global standards, offering invaluable advice to financial leaders.

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Union Budget 2025: The critical factors concerning India’s economy that must not be ignored

CFO News

"Without the support of the appropriate policy measures, especially accelerating overall economic growth, which in turn needs a strategy to improve the supply chain as well as strengthen the aggregate demand we simply cannot dream of becoming the Vikasit Bharat. These twin issues cannot be addressed without appropriate fiscal measures to incentivize the investors and simultaneously strengthen purchasing power in the hands of people.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

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.

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Wage growth indicator falls to lowest level since April 2021: NABE

CFO Dive

Business economists identified lack of clarity over the implementation of Trump administration policies as the top short-term risk to the outlook.

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Women, youth, farmers and poor can continue to be Budget 2025's ‘roti, kapda aur makan’

CFO News

Union Budget 2025: Finance Minister Nirmala Sitharaman faces challenges in Budget 2025-26 while continuing to focus on infrastructure, fiscal prudence, and welfare schemes for women, youth, farmers, and the underprivileged. Increased funding for programs like PM-Kisan, Mudra Yojana, and Garib Kalyan Yojana is anticipated to drive inclusive growth amid global economic uncertainties and fiscal constraints.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: The World Is Getting Riskier. Americans Dont Want to Pay for It. California is a microcosm of what happens when insurance breaks down: Either households face potential ruin, or the public is handed a financial time bomb. ( Wall Street Journal ) 7 charts that explain why Americans are unhappy with the economy : Some statistics illustrate why Americans still feel crunched even though traditional metrics make economic conditions seem strong.( Washington Po

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Budget 2025: India Inc seeks GST overhaul: simplified rates, digital tools, and compliance ease

CFO News

With Union Budget 2025 on the horizon, will the government finally address the complexities of the GST system? Experts are urging reforms, including a simplified tax structure, enhanced digital tools for compliance, and the operationalization of the GST Appellate Tribunal to boost economic efficiency.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Movate appoints Jay Sahal as CFO

CFO News

Jay Sahal: Sahal will take over from Ramaseshan K as CFO. Sahal previously served as CFO at Yellow.ai.

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India tax authorities conduct searches at IIFL group companies, sources say

CFO News

IIFL-TAX-India tax authorities conduct searches at IIFL group companies, sources say

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India's smallcap index plunges 20% from September high

CFO News

The NSE Nifty Smallcap 250 Index was on course to enter a bear market after losing more than 3% early in Tuesdays session. It sank 3.7% on Monday. Small- and mid-cap stocks seem to be bearing the brunt of the latest slide as risk-off moves deepen.

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World’s richest people lose $108 billion after DeepSeek selloff

CFO News

Tech-sector titans as a group saw $94 billion of wealth evaporate roughly 85% of the Bloomberg indexs total decline. The Nasdaq Composite Index fell 3.1%, and the S&P 500 dropped 1.5%.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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Local & Vocal: FIs may soon hold more stake than FPIs in India Inc

CFO News

Foreign portfolio investors (FPIs) sold shares worth 1.51 lakh crore during the December quarter and another 67,000 crore since January 1. A basis point is a hundredth of a percentage point.

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India reviews support to Maldives as Male's China FTA comes into force

CFO News

India is reconsidering its financial aid to the Maldives after the island nation implemented a free trade agreement with China, leading to potential revenue losses. India's previous support helped stabilize the Maldivian economy. However, future aid hinges on transparency regarding the Maldives' debt exposure and economic reforms by President Mohamed Muizzu.

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RBI dissolves Aviom Housing board, to initiate IBC process

CFO News

The regulator has appointed Ram Kumar, a former chief general manager at Punjab National Bank, as the Administrator. The regulator also plans to apply to the National Company Law Tribunal (NCLT), New Delhi, to appoint the Administrator as the Insolvency Resolution Professional.

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Rupee and dollar movement to keep IT margins on edge

CFO News

The rupee's recent depreciation against the US dollar has boosted Indian IT companies' profitability in Q3 2024. However, the unpredictable movement of other currencies like the euro and pound, coupled with rising operational costs and visa challenges, pose significant risks. While a weaker rupee offers short-term gains, it also complicates hedging strategies and long-term planning.

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Doing More With Less: The Modern Finance Miracle

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.