Sat.Oct 07, 2023 - Fri.Oct 13, 2023

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Smart corporate investing: Reduce tax bills with Investment Tax Credit transfers

CFO Dive

The Inflation Reduction Act created a new option: Investment tax credit (ITC) transfers. With an ITC transfer, renewable energy developers sell their ITCs to taxpaying corporations. The developer receives cash immediately, and the corporation earns a locked-in profit by buying at a discount to par.

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The CFO’s Guide to AI and Machine Learning

CFO Leadership

The rise of artificial intelligence (AI) and machine learning (ML) has been a hot topic from board rooms to classrooms recently, dominating the discourse as people strive to understand its potential, opportunities, and risks. For businesses, AI and ML hold a powerful allure as companies consider how the new technologies might help boost productivity, cut costs, and gain a competitive edge.

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Trending Sources

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DPDP Act to make CFOs' role increasingly onerous

CFO News

As India Inc awaits the data protection rules, ETCFO did a status check with different stakeholders on the stumbling blocks on the road to implementation.

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Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor

Nerd's Eye View

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Different strategies have different Client Acquisition Costs (CACs), in terms of both hard-dollar marketing expenses and the cost of the advisor's time spent on the strategy, and an efficient market strategy is one that can effectively attract new clients while minimizing the amount spent to acquire them.

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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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Preparing Your Finance Organization for the New Era of AI

CFO Leadership

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. Many have since advanced to intelligent process automation (IPA) — RPA amplified with artificial intelligence (AI) — to streamline and improve more complex work, from tax and compliance reporting to financial statement reconciliation.

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CFOs applaud RBI's stable policy, believe rate pause to uplift India Inc's capex plan

CFO News

Last week, the Reserve Bank of India (RBI) decided to keep the repo rates unchanged at 6.5% for the fourth time in the fiscal. ETCFO spoke with finance leaders to understand the impact of pause and stable policy on India Inc's growth and expansion plan.

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Capital Structure – Beyond the Income Statement

VCFO

Beyond the Income Statement – Why Capital Structure Matters The Income Statement is often a place of disproportionate focus for business owners. Many use it to assess questions like “Am I cash positive?” or “Am I able to spend like I want and pay my bills comfortably?” as a barometer for business health. While the Income Statement does provide a view of historical (e.g., monthly, annual) performance, much more is needed for effective strategic planning – proactive planning that looks beyon

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Leveraging AI in your monthly close process

CFO Dive

Savvy accounting leaders who “see the writing on the wall” are focused on bringing cutting-edge technologies into their teams’ daily tasks, including the monthly close, writes Horváth’s Tony Klimas.

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SEC cyber rules send execs scrambling as deadlines near

CFO Dive

Some companies are still grappling with how to determine what constitutes a “material” cyber breach for reporting purposes.

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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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Regulated Industries: Growing Food & Beverage Manufacturers Need ERP

Navigator SAP

When food and beverage firms are small, it is often possible to get away with idiosyncratic or inconsistent processes that have been home-grown. But as a food and beverage manufacturer scales up, quality control becomes more important and often required.

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The Enshittification of Amazon Continues…

Barry Ritholtz

In August of 2022, I explained how Amazon became ordinary. Today I want to discuss how they have become bad. Since I first discussed the companies that lost my affection during the pandemic nearly two years ago, Amazon continues to stand out as delivering an ever-worsening set of experiences. I wanted to wait until after the (faux retail holiday) Prime Day(s) ended before sharing a few tales of further (to use Cory Doctorow’s phrase) “ Enshittification.” There are many problem

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The I Bond’s fixed rate will rise. But by how much?

Tips Watch

By David Enna, Tipswatch.com It’s clear to me that Treasury will increase the fixed rate on the U.S. Series I Bond at the November 1 reset. This is an easy call. But how high can it go?

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KPMG taps new vice chair of tax

CFO Dive

27-year KPMG alum Rema Serafi will become the first woman to serve as the firm’s vice chair of tax as it looks to craft strong, tech-forward tax offerings.

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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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Talent from big consulting firms looking at Uniqus ‘very positively’, hiring no challenge: Co-founder Sandip Khetan

CFO News

Uniqus, which is set up as a corporation like the consulting major Accenture, is eying profitability by FY25 end, says Sandip Khetan.

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National Association of Realtors Is Imploding

Barry Ritholtz

My buddy Jonathan Miller does not hesitate to call out the weasels who represent those who work in his industry: NAR Proves That Trade Groups Aren’t Infallible With an appalling culture of secrecy maintained by wildly overpaid executives (I believe their CEO is paid close to $3 million per year), NAR seems to be imploding right now. These three prominent real estate firms are backing away from the management cesspool that has severely damaged the National Association of Realtors (NAR) brand.

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September inflation sets I Bond’s new variable rate at 3.94%; Social Security COLA will be 3.2%

Tips Watch

I Bond’s new composite rate could exceed 5% at the November reset. By David Enna, Tipswatch.com Investors in U.S. Series I Savings Bonds will see the investment’s annualized inflation-adjusted variable rate rise to 3.

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AI regulation backed by 73% of dealmakers: Datasite

CFO Dive

Fourteen percent of M&A professionals surveyed have seen a transaction derailed because of AI-related concerns.

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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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Good Intentions, Perverse Outcomes: The Impact of Impact Investing!

Musings on Markets

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems.

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India's retail inflation slows to 5.02 per cent in September, drops within RBI tolerance mark

CFO News

Retail Inflation: The CPI based inflation has come back to the Reserve Bank of India (RBI)'s comfort level of below 6 per cent after a gap of two months.

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Getting your Financial House in Order Before Selling Your Business

CFO Selections

Are you thinking about selling your business? Some business owners hear this question and respond, “No… well, not any time soon anyway.” But, if the answer is yes, even if you don’t plan on selling it soon, the time to start planning is now. If you think that selling your business might be in your 3-year, 5-year, or even 10-year plan, start getting the pieces in place now.

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EY CFO departed following failed split: reports

CFO Dive

Jamie Miller departed from the Big Four firm just weeks following the failure of its plan to split its audit and consulting business into two distinct entities.

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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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Use AI and Insurance Insights to Make Better Decisions

CFO Leadership

One of the hottest topics in the business world today is artificial intelligence (AI), with 95 percent of global business leaders believing that generative AI is ushering in a new era of enterprise intelligence.I The rapid progression of generative AI, which is a type of artificial intelligence that has the ability to create material such as images, music or text, is already showing its potential to disrupt business operations throughout industries and processes.

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RBI to hold key interest rate till end of FY24: Economists

CFO News

Last week, the Reserve Bank of India (RBI) decided to keep the policy repo rate unchanged at 6.5 per cent for the fourth time in the fiscal. The MPC last raised this rate by 25 bps to 6.50 per cent at its meeting in February 2023. Governor Shaktikanta Das said the transmission of 250 bps repo rate cut is still incomplete. ETCFO spoke with economists to understand when can India Inc expect a first rate cut.

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Weekend Reading For Financial Planners (October 14-15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often. The study also identified factors that separated firms experiencing the greatest organic growth from others, which include offering a comprehensive suite of services, having a higher 'close' ra

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FASB tightens draft environmental credit rule’s scope

CFO Dive

The U.S. standard setter is developing the first accounting guidance to directly apply to certain environmental credits.

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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.