Nerd's Eye View

APRIL 16, 2025

The White House's tariff policies have dominated headlines in recent weeks, raising concerns among investors, consumers, and businesses. A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and sta

Planning 91

Planning Economics Marketing Communication 91

Barry Ritholtz

APRIL 15, 2025

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have poured in. Best Worst Cases Last Monday, I discussed the consequences of chaos. While the purposes of the new tariff policy were not well explained some of the goals were muddled and unclear it seems a large part of the problem was the roll-out.

Profit and Loss 127

Profit and Loss Economics Treasury Leadership 127

CFO Talks

APRIL 15, 2025

Accountability Isnt Admin Its Your Performance Lever For all the talk about AI-driven forecasting, real-time dashboards, and digitising the finance function, there remains one cornerstone of high-performing finance teams that no technology can replace: accountability. Not accountability as a procedural requirement or something that shows up on a policy document.

Accounting 52

Accounting Forecasting Auditing Compliance 52

Lime Light

APRIL 15, 2025

Higher education institutions face mounting financial challenges. Declining enrollments have led to a staggering loss of tuition revenue, with U.S. colleges seeing a significant drop in student enrollment between 2022-2024. Specifically, first-year domestic enrollments of 18-year-olds in four-year colleges declined by over 6% from fall 2023 to fall 2024.

Education 52

Education Forecasting Budgeting 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.

E78 Partners

APRIL 16, 2025

Global trade just shifted againand the implications for middle-market companies are anything but abstract. The latest: a 90-day pause on non-China tariffs, while China tariffs have surged to 125%. The message from Washington is clearthis is not just about economics. Its about strategy, security, and power. And the private equity world should take note: this environment is tailor-made for firms that know how to operate, not just buy and hold.

Auditing 59

Auditing Economics Manufacturing Leverage 59

CFO Leadership

APRIL 15, 2025

Youre not imagining itbusiness conditions really are changing at a breakneck pace. For instance, in Q3 2024, just 19% of North American CFOs thought the economy would be better in a year, Deloittes CFO Signals survey found. By Q4, 72% expected improvement. To build a business ready to weather these ups and downs, weve put together risks to keep in mind as you pursue your next big opportunity.

Risk Management 52

Risk Management CFO Technology Accounting 52

The Finance Weekly

APRIL 17, 2025

Struggling with cash flow forecasting? You're not alone. Many companies face challenges in consolidating data from various sources to create accurate forecasts. According to a survey, less than 25% of organizations rate their cash forecasting maturity as above average.Additionally, 22% of treasurers acknowledge their cash positioning capabilities need development.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting 52

CFO News

APRIL 13, 2025

Indian tax authorities are investigating whether restaurants have evaded taxes on packaging charges, following scrutiny of 'food and delivery' taxes. The GST department has issued summons to eateries listed on platforms like Zomato, seeking GST details on packaging fees since January 2022. While GST on food isn't disputed, authorities question if packaging charge collections reached state coffers.

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Future CFO

APRIL 17, 2025

Dr. Peter Bartels , global entrepreneurial & private business leader at PwC , discusses the five priorities for private businesses to focus on in 2025: artificial intelligence, sustainability, workforce agility, cyber security, and family capital. First published on Youtube. The post Five priorities for private businesses to focus on in 2025 appeared first on FutureCFO.

Securities 52

Securities CFO 52

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But 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. 🗻 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. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

Accounting

Navigator SAP

APRIL 18, 2025

Aligning supply chain considerations with sales, production, and forecasting is exactly the sort of problem that enterprise resource planning (ERP) was designed to solve. Coordinating departments and getting an overall view of business dynamics for smart supply chain decisions is devilishly hard without analytics and unified operations. So, as you might expect, the SAP S/4HANA Cloud Public Edition solution has an application for this sort of supply chain planning: SAPs Integration Business Plann

SAP 229

SAP Planning Forecasting Sales 229

CFO Dive

APRIL 16, 2025

Despite a rise in agents that are being piloted, full-scale deployment of the technology has remained flat, a survey by the Big Four accounting firm found.

Accounting Firms 302

Accounting Firms Accounting Technology 302

Barry Ritholtz

APRIL 17, 2025

Your Biggest, Most Avoidable, Unforced Investment Errors Adapted from How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them (Harriman House, March 18, 2025) By Barry Ritholtz Tariffs, inflation, war, debt ceiling, profit warnings, geopolitics, market volatility theres always something happening to fuel your urge to make a decision any decision!

Investments 107

Investments Profit and Loss Math Accounting 107

Nerd's Eye View

APRIL 17, 2025

Hiring a contractor is an exciting step for many advisory firms. It represents a chance to delegate tasks, step away from day-to-day operations with more peace of mind, and pass a key milestone of (traditional) firm growth. However, hiring contractors isn’t without its complications. Even outsourced support requires some oversight, and delegation doesn’t always go as far as some might hope.

Communication 88

Communication Leverage 88

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 Talks

APRIL 17, 2025

If You Dont Use the Data, Someone Else Will! For todays CFO, information is not a by-product of operations, it is the engine of sustainable growth. As the role of the finance leader evolves beyond compliance and control, strategic decision-making increasingly relies on the intelligent use of data. But not just any data. Its the quality, relevance, and timing of information that separates high-performing finance functions from reactive number-crunching.

CFO 52

CFO Compliance Finance Currencies 52

CFO Dive

APRIL 17, 2025

The U.S. economy will likely begin to shrink “unless policy takes a very sharp turn here pretty quickly,” Moody’s Chief Economist Mark Zandi said.

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Barry Ritholtz

APRIL 16, 2025

I had a fun and wide-ranging conversation with Felix Salmon, Emily Peck, and Elizabeth Spiers to unpack all of the wildest tariff news. We discuss the “uniquely unpredictable situation” where markets are trading based on the whims of a single person. This mercurial unpredictability is having a huge effect on prices. I try to help the hosts understand investing in this environment with lessons and ideas from How NOT to Invest.

Economics 72

Economics Investments Marketing 72

Nerd's Eye View

APRIL 14, 2025

Centers Of Influence (COIs) play a vital role in the growth and service capabilities of a financial advisory firm. When cultivated with care, these relationships can become valuable sources of client referrals and collaborative insight – especially because COIs and advisors often work with similar client profiles. However, establishing these relationships isn't always easy.

Prioritization 85

Prioritization Communication Planning Marketing 85

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

Tips Watch

APRIL 13, 2025

You can find better real yields by stretching out the maturity date, just a bit. By David Enna, Tipswatch.com The U.S. Treasury market experienced a disturbing rout last week, with both nominal and real yields soaring on longer-term issues.

Treasury 67

Treasury Marketing Investments Finance 67

CFO Dive

APRIL 17, 2025

As economic uncertainty and rising costs puts pressure on finance chiefs to make the right choices when it comes to their tech spending, the question of scale is key, Visual Lease’s Kathryn Eskandarian said.

Finance 282

Finance Economics 282

Barry Ritholtz

APRIL 13, 2025

In the latest edition of more or me, I chat with my friend Eric Golden: I speak My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the ‘Prickly Prophet of Wall Street’ for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, “How Not to Invest.” We also talk about how hes remained a

Investments 73

Investments 73

Nerd's Eye View

APRIL 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with at least $5 million seeing a significant gain.

Investments 78

Investments Planning Numbers Marketing 78

Advertiser: GEP

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

Numbers

CFO Talks

APRIL 16, 2025

The Governance You Sign Off is the Reputation You Keep Forget the window dressing. Corporate governance isnt a box-ticking exercise, its your companys risk firewall, your stakeholder credibility engine, and your personal liability shield. As a CFO, youre not just crunching numbers. You sit at the intersection of finance, ethics, regulation, and performance.

Auditing 52

Auditing Compliance CFO Leadership 52

CFO Dive

APRIL 15, 2025

Armin Zerza is taking the financial reins of the entertainment and record-label conglomerate as it has been seeking to cut costs.

Entertainment 277

Entertainment CFO 277

Future CFO

APRIL 15, 2025

Chartered accountants are embracing artificial intelligence in the profession, recognising its potential, according to a report by the Institute of Singapore Chartered Accountants. In the AI and the Future of the Global Chartered Accountancy Profession report, 85% of respondents say they are at least fairly willing to use AI technology, given the opportunity, although many still feel unprepared for it.

Accounting 52

Accounting Compliance Securities Technology 52

Nerd's Eye View

APRIL 15, 2025

Welcome everyone! Welcome to the 433rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cameron Passmore. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B U.S. dollars) in assets under management for 2,400 client households.

Planning 52

Planning Leadership Investments Leverage 52

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.

Marketing