Sat.Jan 04, 2025 - Fri.Jan 10, 2025

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How to Prepare Your Finance Team for Growth 

CFO Talks

How to Prepare Your Finance Team for Growth One of your most important roles is to nurture and develop your finance team. After all, a strong and adaptable team is key to achieving long-term success in a competitive business environment. Preparing your finance team for growth is not just about giving them new tasks; its about equipping them with the skills, mindset, and tools to thrive in a changing world.

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Finance AI Chatbots for Businesses

The Finance Weekly

Finance Artificial Intelligence (A)I chatbots are reshaping how businesses handle customer interactions and streamline financial operations. According to Gartner , chatbots and virtual assistants are changing the game for how businesses handle customer questions. More and more companies are turning to these tools, and by 2027, theyre expected to become the go-to option for customer service.

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IDC FutureScape: Worldwide Intelligent ERP 2025 Predictions Summary

Navigator SAP

The IDC FutureScape report highlights key trends and predictions shaping the future of enterprise resource planning (ERP) and enterprise application technologies. The document emphasizes how AI, particularly Generative AI (GenAI), is transforming business operations and enabling a shift toward more automated and efficient workflows. The main predictions and drivers provide a roadmap for organizations aiming to modernize their systems, optimize processes, and maintain competitiveness in a data-dr

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GenAI: When not to use?

Future CFO

As the business world swirls around the hype that is generative artificial intelligence (GenAI), it is important finance leaders take a look on when not to indulge. Leinar Ramos , senior director analyst at Gartner, Inc., whose work focuses on artificial intelligence, explains that generative AI is not the silver bullet it is often made out to be. While indeed game-changing, GenAI is only one aspect of a much larger and more fruitful AI landscape.

Finance 52
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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.

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Mastering Financial Planning for Solopreneurs: First-Time Hiring Tips

CFO Plans

Transitioning from a solopreneur to a business owner with employees is an exhilarating journey that marks a significant milestone in your entrepreneurial path. As you prepare to make your first hire, you’re not just adding a team member; you’re inviting new financial dynamics and opportunities for scalable business growth. To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embra

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Big 4 in India outshine MNC parents; combined revenue seen at over Rs 45,000 crore in FY25

CFO News

The Indian arms of Deloitte, PwC, EY, and KPMG showed strong revenue growth in FY24, driven by consulting and tech services, with combined revenue reaching nearly Rs 38,800 crore, and are expected to surpass Rs 45,000 crore by FY25. This growth has been fueled by high demand from mid-market clients and government services, despite slower growth due to economic uncertainties.

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At the Money: Matt Hougan on Crypto Technology

Barry Ritholtz

SPOTIFY EMBED St. Vincent – Digital Witness [link] Digital witnesses, what’s the point of even sleeping? If I can’t show it, if you can’t see me What’s the point of doing anything? This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins?

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BEA China Redefines Wealth Management

Global Finance

Incorporated in Hong Kong in 1918, BEA is a leading global bank listed on The Stock Exchange of Hong Kong, and operates one of the largest local branch networks. In the Chinese Mainland, BEAs presence dates back to the opening of the Banks Shanghai branch in 1920. BEA has an extensive network of approximately 130 outlets in China, Southeast Asia, the United Kingdom, and the United States.

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A great mystery: I Bond buying guide for 2025

Tips Watch

By David Enna, Tipswatch.com I’m a big fan of all those Agatha Christie Poirot books, Sherlock Holmes, Philip Marlow, every episode of Columbo on TV. But even those great detectives would have a hard time figuring out TreasuryDirect.

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Building a Business Case for Finance Automation

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

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Cyberattacks, tech disruption ranked as top threats to business growth

CFO Dive

Forty percent of executives view data breaches and leaks as the most financially burdensome man-made threats, a Chubb study found.

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The SAP Supplier Portal and How it Helps

Navigator SAP

Wouldnt it be great if there was an easier way to manage supplier relationships? For businesses that use SAP S/4HANA Cloud Public Edition , there is: The SAP Supplier Portal. Keep reading to learn more about this SAP extension and why businesses with supplier relationships should be using it.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them.

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How is AI Going to Affect Accounting and Finance Teams?

CFO Selections

These days were hearing a lot of clients ask, How is AI going to affect my business? Unfortunately, theres a lot of fear mongering going around related to AI based on largely unfounded concerns. Theres an uneducated belief that AI could steal jobs away from skilled professionals across various business facets like accounting and finance. However, this is simply untrue!

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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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Walking a tightrope: 6 CFO trends for 2025

CFO Dive

Financial executives can gain an edge in 2025 by monitoring six trends in federal policy and business strategy.

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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values,

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NFRA asks auditors to closely scrutinise ECL estimates, calls for stronger communication with audit committees

CFO News

NFRA has called for stronger collaboration between auditors and audit committees in its latest report, highlighting the need for thorough scrutiny of Expected Credit Loss (ECL) estimates under Ind AS 109, especially in financial institutions and related party transactions.

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1061: Innovate, Scale, Repeat: A CFO’s Blueprint for Rapid Expansion | Kfir Lippmann, CFO, Salt Security

CFO Thought Leader

CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Ohio gov signs alternative CPA licensure pathway bill into law

CFO Dive

The move puts the Buckeye state at the forefront of the recent drive to address the talent shortage by widening on-ramps into the accounting profession.

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management.

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India retains title of world's fastest-growing large economy with growth projected at 6.6 pc: UN

CFO News

"India would again be the fastest growing large economy in the world" with a projected annual growth rate of 6.6 per cent, according to Hamid Rashid, the UN head of Global Economic Monitoring.

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Unlocking IPO Success in 2025: Trends, Challenges, and Insights

E78 Partners

As 2025 approaches, the equity capital markets are gearing up for a notable acceleration in IPO activity. Economic shifts, technological innovation, and evolving investor strategies are creating a dynamic environment for companies considering going public. While the opportunities are vast, the path to a successful IPO is complex and requires careful preparation.

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GEP Spend Category Outlook Report 2025

2025 will feel familiar, in some regards. The procurement and supply chain category management landscape will remain turbulent, with geopolitical tensions, worries over fresh tariffs, rising costs, and supply chain disruptions posing significant challenges. But you should also expect some lightning-fast changes in 2025 as artificial intelligence continues to upend the way enterprises and procurement, supply chain, and category management professionals operate.

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Key FinOps trends for CFOs to watch in 2025

CFO Dive

FinOps has traditionally been about cost cutting, but 2025 will mark a shift toward driving greater value and performance, writes Presidio’s Dan O’Brien.

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How Employer Roth Contributions To Solo 401(k) Plans Reduce The QBI Deduction (And Increase Taxes) For Self-Employed Workers

Nerd's Eye View

Solo 401(k) plans are a popular retirement savings vehicle for self-employed business owners. One of their key features is the ability to make contributions both as an "employee" of the business and as the "employer", i.e., the business itself. By maximizing both the employee employer contributions, solo 401(k) plan owners can often save significantly more than is possible with other types of retirement plans available to self-employed workers, like SEPs and standard IRAs.

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Kerala startup to launch India's first eco-friendly compostable water bottles

CFO News

A Kerala startup, under Kerala Irrigation Infrastructure Development Corporation Ltd, will soon launch eco-friendly organic water bottles branded 'Hilly Aqua.' Kerala CM Pinarayi Vijayan will unveil the product in mid-January. The project, backed by Minister Roshy Augustine and developed by Green Bio Products, aims to replace plastic bottles.

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TreasuryDirect is sending out a survey on the savings bond gift-box. Here are the details.

Tips Watch

By David Enna, Tipswatch.

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Cash Flow Secrets Every Upskilled CPA Should Know

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.