Sat.Jan 06, 2024 - Fri.Jan 12, 2024

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How finance leaders must handle rising cloud costs

Future CFO

The COVID-19 pandemic has accelerated the adoption of various technological advancements to keep up with the evolving market and the shifts. Among such shifts is cloud services, with organisations depending on the cloud to support remote work and digital transformation initiatives. The rapid adoption of this technological advancement led to unexpected challenges in managing cloud costs, a concern finance leaders must handle properly for the organisation.

Finance 52
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Seeking ‘Goldilocks’: 5 CFO trends for 2024

CFO Dive

Financial executives in the new year must protect profits by adapting to trends ranging from falling price pressures and borrowing costs to federal disclosures on carbon emissions.

CFO 294
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Trending Sources

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Navigating choppy waters: How CFOs are mitigating supply chain disruptions amid geopolitical conflict

CFO News

Anjali Bhadbhade, Chief Financial Officer at DHL Express India, delves into the pivotal role CFOs play in mitigating global supply chain disruptions amid geopolitical conflicts, emphasizing proactive strategies for resilience and continuity.

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The Benefits of Cloud ERP for Financial Planning & Analysis

Navigator SAP

Thoughtful financial planning and analysis (FP&A) is at the heart of successful business operations today, more so than in the past thanks to the emergence of robust analytical engines, artificial intelligence, and the dynamic marketplace brought on by global supply chains and greater availability of real-time data.

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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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Future-Proofing Your Business: CBD Manufacturing ERP, Scalability for Continued Growth

Navigator SAP

Imagine this: the year is 2027. CBD is a household staple, lining grocery shelves and doctor's offices alike. Your once-bustling CBD (Cannabis) manufacturing facility now feels cramped, your inventory spreadsheet a tangled mess, and your production cycles resemble a game of Tetris gone haywire. Sound familiar? If you're a CBD manufacturer, this isn't an outlandish scenario.

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CFOs look to tech, M&A to foster growth: Deloitte

CFO Dive

Finance chiefs are eying digital technologies and new potential deals as they marshal their plans for the new year, Deloitte said.

Finance 306
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The importance of agile planning for finance leaders

Future CFO

Agile planning makes room for development and progress from limited insight and hindsight to a good scenario planning among finance leaders. As organisations deal with various possibilities and try to determine which one has the potential to disrupt and damage the business, the constraint in time can be detrimental in the business over all. If finance leaders will learn to rely on unified, cloud-based planning systems that can iterate multiple what-if scenarios to identify the most likely outcom

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2024 tech events for CFOs

CFO Dive

CFO Dive has compiled a list of events for finance leaders surrounding tech issues such as digital transformation, AI and cybersecurity.

CFO 278
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Global business leaders hail PM Modi's vision amid rollout of investment plans

CFO News

Global business leaders hailed Prime Minister Narendra Modi's vision of a developed India as they unveiled their investment plans for the country at the 10th edition of Vibrant Gujarat Global Summit 2024 which was inaugurated by the PM on Wednesday.

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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 School Bell Rings: Time for Class!

Musings on Markets

Continuing an annual ritual of long standing, ahead of starting my spring teaching at NYU starting in a couple of weeks, I would like to invite you, if you are interested, to come along for the ride. I know! I know! Most of you are not enrolled at NYU, paying nosebleed prices, and that is prerequisite to be in the classroom, but thanks to technology and a loose reading of the rules that constrain me, you can get a close approximation of the classroom experience, wherever you are in the world, wi

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Are You Bullish or Bearish in 2024?

Barry Ritholtz

What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random. Instead, I prefer to consider market history and recent data, and ask “What are the possible and probable outcomes for this year?” I find it very useful as an investor to be able to see both sides of the bull-bear debate.

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IRS streamlining falls short despite budget boost: Taxpayer Advocate

CFO Dive

Although improving some taxpayer services, the IRS has overstated its progress by claiming to answer 85% of calls, the national taxpayer advocate said.

Budgeting 278
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GST evasion of over Rs 44,000 crore detected since May: Finance Ministry

CFO News

The Finance Ministry uncovered 29,273 bogus firms evading Rs 44,015 crore in suspected ITC, with Rs 4,646 crore saved. In the Dec quarter, 4,153 fake firms were detected, leading to 121 arrests. Maharashtra, Delhi, and Haryana topped the list. Various measures, including biometric authentication, were implemented for GST registration.

Finance 111
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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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December inflation gets an upside surprise; annual rate rises to 3.4%

Tips Watch

By David Enna, Tipswatch.com One hour after I was reading an Associated Press report on inflation steadily easing in future months, the Bureau of Labor Statistics sent out a December surprise: Seasonally-adjusted inflation rose rose 0.

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MiB: Cathy Marcus, Co-CEO, Global COO of PGIM Real Estate

Barry Ritholtz

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Valuation 119
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United Airlines aims to expand Denver facilities; skirts rumors of potential HQ move

CFO Dive

United’s bid to establish a new flight simulator building in Denver follows a $33 million purchase of property in the city which sparked rumors of a potential shift in the airline’s base of operations.

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Union Budget 2024: What India Inc expects on tax front

CFO News

On one side, the economists want the government to manage fiscal consolidation and spend wisely, India Inc have their own checklist. As the budget announcement approaches on February 1, 2024, expectations are high for potential changes in taxation policies.

Budgeting 105
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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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Weekend Reading For Financial Planners (January 13-14)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without many of the security issues or price tracking challenges of other methods (though the new products will still be subject to Bitcoin's notorious price

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At the Money: Investor Incompetence

Barry Ritholtz

At The Money: David Dunning professor of psychology at the University of Michigan ( Go Blue! ) (January 10, 2024) Investor incompetence might play a larger role in poor performance than you think. That’s thanks to a phenomenon called the Dunning-Kruger Effect. Full transcript below. ~~~ About this week’s guest: David Dunning is a professor of psychology at the University of Michigan.

Economics 116
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Inflation inches up, signaling prospect of extended Fed inflation fight

CFO Dive

The consumer price index last month rose more than anticipated, with gains in the cost of services staying stubbornly high.

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Retail lending Edict — Duration Risk & Credit Risk

CFO News

Ashish Goyal, Co-founder & CFO of Fibe, explores the critical decision fund managers face between duration and credit risk in financial management. Balancing these risks is essential for optimal outcomes in diverse economic landscapes.

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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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Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)

Nerd's Eye View

In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a comprehensive financial plan. Asking direct queries may elicit vague responses like "I want to be on track for retirement", which tends to lack the detail needed to plan effectively and spark the client's motivation to actually accomplish those goals.

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Gerald Edelman advises on private equity healthcare transaction

Accountancy Today

Gerald Edelman’s Corporate Finance team has advised the shareholders of Medical Imaging Systems Limited (MIS) on its investment from H2 Equity Partners (H2). MIS, headquartered in London, is a medical equipment distributor and service provider focused on the diagnostic imaging market across the UK and the Republic of Ireland. MIS works with leading global equipment manufacturers in the supply of Ultrasound, Digital Radiography, MRI and CT equipment alongside related medical devices and consumabl

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5 hot spots on bankruptcy experts’ watchlists

CFO Dive

U.S. bankruptcies rose 18% year-over-year in 2023. CFOs will likely need to navigate deepening distress again this year, experts say.

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75 per cent of businesses avoid publishing tax transparency reports, yet urge ESG tax incentives: PwC India

CFO News

PwC India's survey reveals a notable gap in tax transparency practices among businesses, despite growing awareness. With 93 per cent of corporate respondents valuing tax incentives for ESG, the report emphasizes the critical need for integration.

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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.