Sat.Apr 19, 2025 - Fri.Apr 25, 2025

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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e., buy beaten down stocks, in the hope that they will recover, or the entire market, if it is down. "Buying the dip" falls into a broad group of investment strategies that can be classified as "contrarian", where investors act in contrast to what the rest of the market is doing at the time, buying (selling) when the vast majority are selling (buying) , and it has bee

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No turning back: How disruption is accelerating era of next-gen CFO

CFO Dive

“To navigate this new era, finance leaders must rethink their traditional approaches,” writes WNS executive Krishnan Raghunathan.

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What is Cash Positioning?

The Finance Weekly

Does your business bring in steady revenue, yet you're still scrambling to cover bills? Its a common challenge. Many companies stay profitable on paper but struggle to manage day-to-day payments, and the issue often comes down to timing and access, not a lack of money.Tracking income and expenses isnt enough. What really matters is how you control your cash flow behind the scenes.

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Talk Your Book: How Not To Invest Like Buffett

Barry Ritholtz

I had fun speaking with Ben & Michael about the new book and whether it is the culmination of my life’s work. Fun factoid: The sound of Batnick’s eye rolls as he heard the same story for the umpteenth time was always in the back of my head as I wrote the book… Source : How Not To Invest Like Buffett. Michael Batnick, Ben Carlson Talk Your Book, April 19, 2025 The post Talk Your Book: How Not To Invest Like Buffett appeared first on The Big Picture.

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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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Business Continuity Planning and Risk Management

CFO Selections

One of your most important tasks as a business leader and manager is mitigating risk. Understanding what kind of risk exists, planning for the impact of this risk, and executing continuity plans to keep the organization operational during a disruption is of paramount importance. The earlier risk can be identified, assessed, managed, and integrated into strategic planning, the better.

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Forecast Like a CFO, Not a Fortune Teller 

CFO Talks

Forecast Like a CFO, Not a Fortune Teller If your forecast still fits neatly on a spreadsheet tab and assumes the world will behave, its time for a rethink. Because lets face these days, planning the future on a single-track projection is like betting the farm on a weather forecast. As a CFO, you arent here to hope the numbers work out. Youre here to make sure they do, no matter what storm hits.

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AI-Powered Value Creation: Mastering Data Readiness for Private Equity in 2025

E78 Partners

In 2025, private equity (PE) firms and PE-backed companies are leveraging artificial intelligence (AI) to drive value creation amid economic complexity and technological disruption. Data readiness emerges as the linchpin for unlocking AIs potential. This article explores how sponsors and portfolio companies can prepare data for AI, aligning with key trends like operational efficiency, digital transformation, and exit preparation.

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Transforming budgeting through automation

Future CFO

Automation and data integration undeniably pose a huge potential in transforming budgeting among organisations. In a guide published by Vena Solutions , they enumerated several pointers as to how technological advancements can bring change to the budgeting process and the value of an organisation's budget entirely. Taking advantage of abundant tools.

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AE Industrial’s ‘Captain’ Kirk Konert On Firefly Beating Musk’s SpaceX, PE Space Race

Global Finance

Global Finance: Congrats on Fireflys Blue Ghost, which completed its lunar mission in March. Kirk Konert: It was a little surreal and unbelievable, watching the Blue Ghost softly land on the moon. Firefly is the first commercial company to have accomplished this feat. So therefore, AE Industrial is the only private equity firm with a portfolio company that has achieved this milestone.

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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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Tariffs put execs in ‘gray rhino’ risk territory

CFO Dive

PwC projects the total annual value of proposed and potential U.S. tariffs levied could jump 13-fold to $989 billion from pre-election levels.

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From Emotion To Logic: 6 Questions To Help Clients Work Through Market-Related Fears Productively

Nerd's Eye View

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested.

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Luxury Purchases Over Rs 10 Lakh Now Under Tax Lens: Experts Warn of Compliance Hurdles

CFO News

Experts applaud the government's 1% TCS rule on luxury goods above Rs 10 lakh, aimed at curbing black money and enhancing tax transparency. However, they caution about compliance challenges and the ambiguity in definitions, raising the critical question: will businesses be able to manage the new compliance burden effectively? Experts warn that businesses must quickly adapt to the new requirements or face penalties and increased scrutiny.

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Streamlining Success: Best Practices for SAP Data Migration

Navigator SAP

When a business modernizes its backend with the move to SAP S/4HANA Cloud Public Edition , the public cloud version of SAPs flagship S/4HANA ERP solution, data from the companys old business system will need to be moved into the new ERP. As anyone who has migrated business data will tell you, though, such migrations are not a simple task. SAP data migration is no exception.

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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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Consumer expectations plunge at fastest pace since 1990 recession

CFO Dive

“Some measures of expectations on both the business and consumer fronts look outright recessionary,” Goldman Sachs Chief Economist Jan Hatzius said.

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Is Your Leadership Holding Back Your Nonprofit?

The Charity CFO

Is Your Leadership Holding Back Your Nonprofit? We dont like to talk about itbut we should. Sometimes, the biggest obstacle to transformation in a nonprofit isnt lack of funding, staff turnover, or outdated systems. Its leadership. In this candid episode of A Modern Nonprofit Podcast, Tosha Anderson and CFO Teresa Guest explore what happens when nonprofit CEOs fail to engage, set expectations, and lead with accountability.

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NFRA inspections expose critical lapses in top audit firms’ practices: From auditor independence violations to lax scrutiny

CFO News

NFRA's latest audit inspections reveal critical flaws in Indias top audit firms, including compromised auditor independence, poor documentation, and inadequate scrutiny of related party transactions. What steps are firms taking to address these issues, and how is NFRA ensuring reform? Here are complete details of what is wrong with Indias auditing and audit firms and what firms are doing to overcome lapses.

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Stop the Tug of War and Start the Turnaround 

CFO Talks

Conflict Resolution for CFOs Who Want to Win Without a Fight As a CFO, youre often the adult in the room. When tension riseswhether over budget allocations, risk appetite, performance metrics, or boardroom politicsall eyes turn to you. Not because youre the loudest, but because youre expected to bring clarity, calm, and commercial sense. Conflict is unavoidable.

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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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Are you fighting fraud blind? The role of AI in real-time detection

CFO Dive

Roughly two-thirds of corporate fraud goes undetected.

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Is Your Website Working for You? The Nonprofit Guide to Smart Digital Marketing

The Charity CFO

Is Your Website Working for You? The Nonprofit Guide to Smart Digital Marketing If you’re a nonprofit leader feeling overwhelmed by digital marketingor unsure if your website is even helping you anymorethis episode of A Modern Nonprofit Podcast is for you. Tosha sits down with Lou Kotsinis, CEO of BCS Interactive , to unpack how nonprofit marketing is evolving and what it really takes to thrive in the digital space today.

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ADB pledges $5 billion for India's growth

CFO News

The Asian Development Bank (ADB) pledged $5 billion in loans and grants to India in 2024, along with $2.2 billion in cofinancing, to support key developmental projects. Funding is directed towards healthcare, education, and infrastructure improvements across multiple states. Maharashtra received $500 million for healthcare, while Meghalaya benefits from a $64 million loan to enhance education and skills training.

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In focus: Agility, adaptability for effective finance leadership

Future CFO

Agility and adaptability emerges as the most essential quality for effective finance leadership in the digital era, according to a poll conducted by Cxociety. During the recently concluded 5th Annual FutureCFO Conference in the Philippines, with the theme Pathways Towards Differentiated Success , 64% of respondents say they see the importance of agility and adaptability amid the ever-changing business landscape with digital transformation at hand.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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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Lockheed has ‘mechanisms’ to recover tariff impacts, new CFO says

CFO Dive

Just days after taking the defense contractor’s CFO seat, Evan Scott said Tuesday that he was “comfortable” with the company’s approach to mitigating tariff impacts.

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Turning the Financial Tuning Fork – Mastering Instruments for Strategic Impact 

CFO Talks

Turning the Financial Tuning Fork Mastering Instruments for Strategic Impact When a CFO makes the wrong call on funding, risk, or liquidity, it doesnt just dent the balance sheetit rattles the entire business. Financial instruments are the tools of your trade. But in todays market, theyre more than thattheyre strategic weapons. Used well, they protect margins, unlock growth, and buy credibility.

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez

Nerd's Eye View

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.

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How to Avoid Common Business Mistakes That Can Hurt Your Future Loan Chances

CSC Advisors

Business owners and managers work diligently to ensure that operations run smoothly. However, even small business mistakes can follow us for years, especially when we seek new loans. Lenders care much more than our business ideathey want accuracy, planning, and proof that we handle our finances well. By identifying these issues and making changes early, we increase our chances of securing the necessary funding when the time comes.

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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.