Collectiv

MAY 19, 2025

Forecasting shouldnt require a PhD in Excel or a week of IT support. Yet for most business leadersespecially in finance, sales, and operationsthats exactly how it feels. Forecasts get trapped in spreadsheets. Budget submissions come in by email. And the BI team is always a step behind. Thats where no-code forecasting in Power BI changes the game. What No-Code Forecasting Actually Means When we say no-code, we dont mean lightweight or dumbed-down.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

CFO Dive

MAY 19, 2025

Interest rates initially rose Monday, the first day of bond trading after Moody’s Ratings late Friday cited the gloomy fiscal outlook and downgraded U.S. debt.

Investments 241

Investments 241

Nerd's Eye View

MAY 19, 2025

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, bef

Problem Solving 59

Problem Solving Communication Planning Education 59

CFO Dive

MAY 19, 2025

CFOs now grappling with on-again off-again tariff policies on top of other headwinds are using a variety of strategies to mitigate the risks of the fast-changing business climate.

Planning 241

Planning Finance 241

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 News

MAY 19, 2025

About 93 per cent industry leaders across eight countries, including in India, believe that manufacturing organisations that fully integrate AI will gain a significant competitive edge, a report showed on Monday.

Manufacturing 52

Manufacturing 52

CFO Thought Leader

MAY 19, 2025

Woodworth realized early that highgrowth companies must plan for downturns. She pushed Pelotons leadership to model severe demand shocks and secure funding before it was essential. When COVIDs whiplash forced a $800million costcut and mass layoffs, those preparations helped to buffer liquidity and allowed the company to restructure rather than stall.

CFO 52

CFO Restructuring Leadership Finance 52

CFO Dive

MAY 19, 2025

The proposed sale is expected to close in the third quarter, subject to approval by the U.S. Bankruptcy Court for the Eastern District of Missouri.

Sales 197

Sales 197

CFO Thought Leader

MAY 19, 2025

When Pelotons stock debuted in2019, CFO JillWoodworth believed the playbook was airtight. She had shifted fiscal calendars, resegmented reporting and shaped statements that tell a story, she tells us. Then COVID hit. Orders flew ninefold overnight, marketing was switched off, and customer focus narrowed to a single metric: getting bikes from order to doorstep.

CFO 52

CFO Restructuring Finance Marketing 52

Barry Ritholtz

MAY 19, 2025

My back-to-work morning train WFH reads: The Stealthy Lab Cooking Up Amazons SecretSauce : The online giant bought a mysterious chip startup 10 years ago. It now looks like one of the smartest deals in tech history. ( Wall Street Journal ) Warren Buffett Reveals He Stepped Down After Finally Feeling His Age : The legendary investor, 94, opens up about his decision to hand the top job to Greg Abel; How do you know the day that you become old?

Profit and Loss 52

Profit and Loss Manufacturing Startups 52

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Accounting

CFO Plans

MAY 19, 2025

Imagine this: you’re standing on the brink of transforming your side hustle into a full-fledged business. It’s an exciting journey filled with opportunities, especially in the booming tech and e-commerce sectors of 2025. However, to steer this ship towards success, establishing a solid financial foundation is paramount. Explore Expert Financial Guidance to ensure a seamless transition and secure your business’s future.

Budgeting 52

Budgeting Startups CFO Finance 52

Strategic Treasurer

MAY 19, 2025

Episode 359 Leading Practices in Treasury: Bank Account Management Architecture In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security?

Treasury 52

Treasury Accounting Banking Compliance 52

CFA Institute

MAY 19, 2025

Mark J. Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar plans.

Leadership 52

Leadership Investments Forecasting Leverage 52

Cube Software

MAY 19, 2025

Key takeaways Strategic finance isnt achieved with technology upgrades alone; true transformation happens when people, processes, and technology are working in sync. People are the linchpin of every successful finance transformation, and cross-functional communication is a key element. Strategic finance relies on trusted data and flexible technology that empowers greater insights and better decisions, not just faster reporting.

Technology 52

Technology Finance Communication Strategic Planning 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.

Focus CFO

MAY 19, 2025

As business owners and CEOs, we pour our hearts, souls, and countless hours into building something meaningful. We envision a future where our hard work translates into tangible value , whether that's a comfortable retirement, funding new ventures, or simply the peace of mind that comes with a thriving enterprise. But what happens when the numbers don't align with that vision?

Numbers 52

Numbers Planning 52

Strategic Treasurer

MAY 19, 2025

The White House and Fed at Mid-Year: What Happened, and What’s Next? June 11 | 1:30 PM EDT Register Now Date Wednesday, June 11, 2025 Time 1:30 PM – 2:30 PM EDT Where This is an online event Speakers John Mosko, Federated Hermes Deborah Cunningham, Federated Hermes Phil Orlando, Federated Hermes Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.

Economics 52

Economics Education Accounting Treasury 52

CFO News

MAY 19, 2025

The Supreme Court has supported a ruling regarding Goods and Services Tax law. Companies can now use Electronic Credit Ledger for mandatory pre-deposits. This decision helps businesses facing cash flow issues during disputes. Yasho Industries had challenged the rejection of credit ledger payment. The High Court ruled in favour of Yasho Industries.

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Accountancy Today

MAY 19, 2025

James Cowper Kreston Corporate Finance team members Stewart Lambert, Jack Griggs and Becky Bodger advised Wheatley Software Solutions on its sale to Jonas Software. Wheatley Software Solutions provides future-ready software tailored for the utilities sector, helping organisations manage their meter operations and assets. Its solutions enable meter operators and asset providers to navigate complex industry processes, supporting all types and sizes of meter portfolios.

Sales 40

Sales Corporate Finance Construction Finance 40

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

CFO News

MAY 19, 2025

Amid global uncertainties, new global capability centers (GCCs) establishing operations in India are increasingly favoring flexible workspace operators. These operators offer short lease tenures and the flexibility to adjust space based on evolving needs.

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Future CFO

MAY 19, 2025

PayPal launched its full-stack payments solution, tailoured for small and medium businesses (SMBs) and large enterprises in Singapore, reducing complexity and managing risk, with a single customisable integration. The financial technology company's PayPal Complete Payments seeks to extend companies' global reach, while allowing merchants to accept payments from customers in over 200 markets.

Currencies 52

Currencies Securities Technology Marketing 52

CFO News

MAY 19, 2025

The report, titled 'India Forward: Transformative Perspectives', noted that India can push for accelerated manufacturing and greater global supply-chain integration as economies adapt to evolving trade dynamics and tariff challenges.

Manufacturing 40

Manufacturing 40

Trade Credit & Liquidity Management

MAY 19, 2025

As we know, credit management is a busy occupation. It’s sometimes hard for a credit manager to take the time to step back and assess the department’s priorities. How is the staff deployed given time constraints? Which deliverables are critical to meeting the credit and collections department’s objectives, and which are not? The first challenge is to determine if the department is focused on the priorities of the company’s senior management.

Risk Management 52

Risk Management CFO Sales Accounting 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 19, 2025

India's markets regulator, SEBI, is investigating six IndusInd Bank officials for potential insider trading. The probe focuses on whether these officials sold stock options with knowledge of undisclosed accounting irregularities. SEBI is examining the timing of trades and has requested a report from the bank regarding the accounting lapses and delayed disclosure, which led to executives stepping down.

Banking 40

Banking Accounting Marketing 40

Barry Ritholtz

MAY 19, 2025

There have been many winners and losers over the past few months. Perhaps none have been revealed for having furious, unbridled power than the US equity markets. That’s right, it was not Carville’s Bond Market that made the White House cry “Uncle!” but rather, it was the US equities market. Its naked power and abilities to inspire fear, panic, and even terror are unsurpassed.

Marketing 124

Marketing Profit and Loss Communication Forecasting 124

CFO News

MAY 19, 2025

India intends to revise foreign investment regulations. The goal is to monitor foreign-owned entities more closely. New rules may affect e-commerce and pharmaceutical companies. The government plans a new category for foreign-owned and controlled entities. Share transfers and restructurings could face stricter FDI rules. These changes aim to prevent bypassing FDI policies.

Pharmaceutical 40

Pharmaceutical Planning Restructuring Investments 40

CFO News

MAY 19, 2025

Quick commerce experienced rapid growth in the past two fiscal years. However, its overall sales contribution remains modest for large companies. Top firms like Hindustan Unilever and Britannia saw significant quick commerce sales in FY25. This growth, led by platforms like Blinkit and Swiggy Instamart, indicates a shift in consumption patterns.

Sales 40

Sales 40

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