CFO Dive

JULY 24, 2024

The company will continue to invest in machine learning, AI and new products such as demand forecasting tools following its $490 million IPO, CFO Bill Koefoed said.

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Valuation Forecasting CFO Investments 300

Barry Ritholtz

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. But is that where we generate the highest ROI? As it turns out, managing your behavior has a much greater impact on your returns than does any single data point. Full transcript below : ~~~ About this week’s guest: Morgan Housel is a partner at the Collaborative Fund and author of “ The Psychology of Money: Timeless lessons on wealth, greed, and happiness.

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Math Investments Finance Marketing 109

CFO Dive

JULY 24, 2024

The tech giant’s shares sank after Porat’s mixed comments about the company’s operating margin outlook.

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CFO 278

Global Finance

JULY 24, 2024

Alphabet reached far outside its industry boundaries to recruit its new CFO; Anat Ashkenazi, an Eli Lilly veteran, takes charge of the Google parent’s finances this summer, replacing Ruth Porat, who was promoted to president and CIO. Unusual, yes; the drugmaker and the tech giant have very different lines of business, their cultures are different, and so are their strategic priorities.

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CFO Restructuring Manufacturing Finance 105

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 Dive

JULY 24, 2024

Akhil Shrivastava, a nine-year company veteran, understands “the levers the company can pull to revive growth,” Morningstar analyst Dan Su writes.

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Restructuring CFO 276

CFA Institute

JULY 24, 2024

Mikael Homanen is the head of Scientific Research, Innovation, and Partnerships at The Upright Project. He was previously head of Product Research and Innovation at PRI. He is also a visiting lecturer at Bayes Business School in London and was previously a Bradley Fellow at the University of Chicago Booth School of Business. Homanen previously was a visiting scholar at the Wharton School, University of Pennsylvania, and at Singapore Management University.

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Global Finance

JULY 24, 2024

The nomination of Marcelo Ebrard as Mexico’s minister of economy caps the first major political victory for President-elect Claudia Sheinbaum following her win in the June national elections. Less than a year ago, Ebrard, a high-profile political heavyweight who served as Mexico’s secretary of foreign affairs under outgoing President Andrés Manuel López Obrador (AMLO), was threatening to Sheinbaum’s and López Obrador’s Morena party to run for the presidency on his own.

Economics 85

Economics Marketing Transportation Currencies 85

CFO News

JULY 24, 2024

Seasoned finance expert Robin Banerjee dissects the Union Budget 2024, highlighting its strengths, weaknesses, noise, and hidden gems that could shape India's economic landscape.

Budgeting 76

Budgeting Economics Finance 76

Global Finance

JULY 24, 2024

Corporates and agent banks had a traditionally distant relationship. Not anymore. In the ever-evolving landscape of global finance, the once-muted lines of dialogue between corporates and sub-custodians have transformed into a vibrant exchange. As Richard Anton, chief client officer at CIBC Mellon, tells it, the most fundamental aspects of sub-custodianship have remained somewhat consistent over the years.

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Risk Management Securities Finance Leverage 52

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Accounting

CFO News

JULY 24, 2024

The government aims to simplify import procedures under Free Trade Agreements (FTAs) by proposing self-certification for proof of origin from FTA nations to claim duty concessions. Currently, importers must present a 'certificate of origin' to qualify for these concessions.

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Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics. With the success of this approach, RMB is our regional winner in Africa and country winner in South Africa.

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Banking Foreign Exchange Risk Management Leverage 52

Capital CFO LLC

JULY 24, 2024

Learning how to effectively communicate to your funders is vital for nonprofits. It’s not just about the money. By building and nurturing relationships with those who support the mission, nonprofits can create a foundation of trust, commitment, and mutual respect. This, in turn, fuels ongoing support and engagement, which is critical to achieving long-term goals […] The post How to Effectively Communicate to Your Funders appeared first on Capital CFO+.

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Communication Nonprofit CFO 52

Global Finance

JULY 24, 2024

Global investors rely on local sub-custodians for services that go beyond trade settlement and safekeeping of assets to include supporting clients as an adviser on local market developments and providing insight into the local regulatory environment. In our 22nd edition of the World’s Best Sub-Custodian Banks, we recognize institutions in 83 countries across the globe that continue to deliver comprehensive post-trade services.

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Banking Construction Risk Management Leadership 52

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CFO Talks

JULY 24, 2024

Building a Finance Dream Team: Strategies for Attracting Top Talent in Africa Staff Planning and Development: A Key Operational Role for CFOs In the ever-evolving business environment, CFOs are increasingly tasked with not just managing finances but also building effective teams. This article provides practical strategies for CFOs in Africa to attract and retain top talent, focusing on staff planning and development as an essential part of their operational responsibilities Understanding the L

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Finance Education Leadership Planning 52

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics. With the success of this approach, RMB is our regional winner in Africa and country winner in South Africa.

Banking 52

Banking Foreign Exchange Risk Management Leverage 52

CFO News

JULY 24, 2024

The Indian government's budget focuses on infrastructure, rural outlay, and tax savings, which are expected to boost rural demand for packaged consumer goods and two-wheelers. The budget also aims to create jobs, which will drive consumption in tier-2 and 3 cities. However, the increase in capital gains taxes could impede discretionary spending.

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Budgeting 40

Global Finance

JULY 24, 2024

Global investors rely on local sub-custodians for services that go beyond trade settlement and safekeeping of assets to include supporting clients as an adviser on local market developments and providing insight into the local regulatory environment. In our 22nd edition of the World’s Best Sub-Custodian Banks, we recognize institutions in 83 countries across the globe that continue to deliver comprehensive post-trade services.

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Banking Construction Risk Management Leadership 52

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

JULY 24, 2024

Budget 2024: Relief for GST registered individuals and companies. "The waiver of interest and penalties for tax disputes faced by genuine taxpayers will reduce the financial burden on taxpayers, particularly benefiting small businesses and individual taxpayers who may face cash flow constraints and cannot really afford to litigate," says Siddharth Surana, Director, RSM India.

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Budgeting 40

Global Finance

JULY 24, 2024

Corporates and agent banks had a traditionally distant relationship. Not anymore. In the ever-evolving landscape of global finance, the once-muted lines of dialogue between corporates and sub-custodians have transformed into a vibrant exchange. As Richard Anton, chief client officer at CIBC Mellon, tells it, the most fundamental aspects of sub-custodianship have remained somewhat consistent over the years.

Risk Management 52

Risk Management Securities Finance Leverage 52

CFO News

JULY 24, 2024

India is planning to cut GST slabs from four to three to simplify tax classifications, Sanjay Agarwal, Central Board of Indirect Taxes and Customs Chairman, said. Presented on Tuesday, Finance Minister Nirmala Sitharaman's Budget speech highlighted potential GST reformation.

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Budgeting Finance Planning 40

Global Finance

JULY 24, 2024

Paramount Global, one of the world’s oldest entertainment companies, agreed in July to merge with Skydance—a smaller, newer and more tech-oriented media company. With the acquisition, century-old Paramount gets a younger owner, much-needed cash and most likely a profitable streaming service. Hold on and rewind. Is this not something that was already announced?

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Entertainment Finance Technology Sales 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

JULY 24, 2024

CBDT Chairman Ravi Agrawal said the removal of this tax will act to boost the startup ecosystem in India. He would urge the community to "please come forward, please invest as the country is waiting for your investment, initiatives and innovations" Asked how would a possible case of money laundering through investor funds be tackled after the removal of the Angel tax, he said if such a violation is found or it is detected that the fund has come through "undisclosed" sources, ther

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Startups Investments 40

Global Finance

JULY 24, 2024

Renowned Spanish drugmaker Grifols, known for its plasma-derived medicines, announced on July 4 the appointment of Rahul Srinivasan as its new CFO. Four days later, Canadian investment fund Brookfield Corporation agreed to evaluate a takeover bid for Grifols, with the intent to delist it. The Grifols founding family owns a stake of around 30%, according to the latest data from Spanish securities regulator CNMV.

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CFO Corporate Finance Auditing Leadership 52

CFO News

JULY 24, 2024

Budget 2024: The government will not pre-announce its divestment plans to ensure optimal value for public companies, Finance Secretary TV Somanathan said in an exclusive interview with ET NOW on Wednesday. This strategic approach aims to maximize the financial returns from such divestments.

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Global Finance

JULY 24, 2024

Indian government bonds have been included in the JPMorgan GBI Emerging Market Global Series Index for the first time ever. It was only in April 2020 that the Reserve Bank of India (RBI) removed foreign investment restrictions on certain rupee debt. JPMorgan placed the bonds on watch for inclusion in October 2021. As of June 28, it’s official: 27 Indian G-secs are permitted by the RBI for investments by non-resident investors, under the Fully Accessible Route (FAR) bonds.

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Securities Currencies Economics Finance 52

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