Harvard Corporate Governance

JUNE 11, 2023

Posted by Carey Oven and Bob Lamm, Deloitte & Touche LLP, on Sunday, June 11, 2023 Editor's Note: Carey Oven is National Managing Partner and Bob Lamm is Independent Senior Advisor at the Center for Board Effectiveness, Deloitte & Touche LLP. This post is based on their Deloitte memorandum. Deloitte’s Chief Executive Program has engaged in a series of dialogues with current CEOs as well as those who are (or were) considered for CEO roles.

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213

Mckinsey and Company

JUNE 14, 2023

Banks that build common ground between their compliance functions and business leaders who shape strategy can open paths to better customer experience, greater productivity, and resilient growth.

Compliance 115

Compliance Banking 115

ThomsonReuters

JUNE 16, 2023

Many of today’s accounting professionals have a new perspective on when and how they want to work. Are firms heeding the call? The onset of the COVID-19 pandemic forced countless businesses, including accounting firms, to go remote essentially overnight due to mandated shutdowns and stay-at-home orders. Now with the public health emergency officially over , the shift to more remote work has become the new normal.

Accounting Firms 111

Accounting Firms Finance Technology Marketability 111

Benchmark Report

JUNE 15, 2023

Benchmark International is pleased to announce Vogl Venture's acquisition of eLogger. eLogger is an innovative software developer focused on providing electronic logbook solutions for electric utilities, water utilities, oil & gas companies, and other industrial operations. Founder Ron Vogl has decades of experience wearing many hats in his industry.

Business Enterprise 98

Business Enterprise 98

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

JUNE 13, 2023

Posted by U.S. Representative Sean Casten (IL-06), and U.S. Representative Juan Vargas (CA-52), on Tuesday, June 13, 2023 Editor's Note: U.S. Representative Sean Casten (IL-06), and U.S. Representative Juan Vargas (CA-52) are members of the House Financial Services Committee. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by Lucian A.

Marketability 260

Marketability 260

Mckinsey and Company

JUNE 14, 2023

Despite progress, most pharma companies have not fully rewired their tech, tools, and operating models to realize their digital and analytics ambitions. Five actions can help them achieve scale.

99

99

Benzinga

JUNE 13, 2023

The merger of Albertsons Companies Inc (NYSE: ACI ) and Kroger Co (NYSE: KR ) hit a roadblock with several customers and unions opposing the deal. On Monday, the International Brotherhood of Teamsters rejected the merger, and the plea is currently under review at the Federal Trade Commission. The Teamsters, representing over 22,000 members in both companies' stores and facilities in the U.S., opposed the merger after discussing employees' fundamental interests' protection with the co

Equity 98

Equity Marketability 98

Harvard Corporate Governance

JUNE 14, 2023

Posted by Marco Becht (Solvay Brussels School of Economics and Management), Anete Pajuste (Boston University), and Anna Toniolo (Harvard University), on Wednesday, June 14, 2023 Editor's Note: Marco Becht is a Professor of Finance at Solvay Brussels School of Economics and Management; Anete Pajuste is a Professor of Finance at Stockholm School of Economics (Riga), and Visiting Lecturer at Questrom School of Business, Boston University; and Anna Toniolo is Postdoctoral Fellow at the Program on Co

Finance 254

Finance 254

Mckinsey and Company

JUNE 14, 2023

Digital transformation is the rewiring of an organization, with the goal of creating value by continuously deploying tech at scale.

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134

ThomsonReuters

JUNE 15, 2023

It is no secret that customs duties can be a major source of expense for businesses. By considering the rules of origin under free trade agreements (FTAs), it is possible to reduce the costs of these duties by applying preferential duty rates. Rules of origin refer to regulations that establish the country of origin for a product. Businesses can leverage these rules to benefit from free trade agreements (FTAs) and other tax relief programs.

Compliance 102

Compliance Technology Marketability 102

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Law 360 M&A

JUNE 12, 2023

The Federal Trade Commission on Monday expanded its challenge to Microsoft's planned purchase of Activision Blizzard by asking a California federal court to block the merger while an in-house case plays out.

98

98

Harvard Corporate Governance

JUNE 12, 2023

Posted by Matthew Kaplan, Benjamin Pedersen, and Jonathan Tuttle, Debevoise & Plimpton LLP, on Monday, June 12, 2023 Editor's Note: Matthew E. Kaplan , Benjamin R. Pederson , and Jonathan R. Tuttle are Partners at Debevoise & Plimpton LLP. This post is based on a memorandum by Mr. Kaplan, Mr. Pederson, Mr. Tuttle, Anna Moody , Ashley Yoon , and Mark Flinn.

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Mckinsey and Company

JUNE 16, 2023

The energy and materials transition is stoking demand for critical metals needed in the net-zero supply chain. Regulatory and public policy uncertainty could put the transition at risk.

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105

ThomsonReuters

JUNE 16, 2023

Is your firm running its gears on outdated accounting technology? That is a question many accounting firms should consider as they look to remain competitive, better serve clients, and expand bandwidth in today’s challenging environment. Advancements in technology continue to have a significant impact on how accounting professionals work and serve their clients.

Technology 98

Technology Start-ups Accounting Firms Compliance 98

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Rhythm Systems

JUNE 13, 2023

As we’ve witnessed over the past year, the economy can shift rapidly and unexpectedly. In these times of economic uncertainty, many businesses struggle to stay afloat or successfully pivot to meet the market's demands. However, some organizations are able to weather the storm with relative ease. The key to success in the face of economic instability is having a solid business strategy.

Marketability 98

Marketability 98

Harvard Corporate Governance

JUNE 10, 2023

Posted by Amy L. Simmerman, David J. Berger, and Ryan J. Greecher, Wilson Sonsini Goodrich & Rosati, on Saturday, June 10, 2023 Editor's Note: Amy L. Simmerman , David J. Berger , and Ryan J. Greecher are Partners at Wilson Sonsini Goodrich & Rosati. This post is based on a WSGR memorandum by Ms. Simmerman, Mr. Berger, Mr. Greecher, James G.

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Mckinsey and Company

JUNE 13, 2023

What’s the best way to attract tech talent? (Hint – it’s not just compensation…) Mattias Ulbrich, CEO of Porsche Digital and CIO of Porsche AG, shares the importance of putting people first to shape talent when building a digital business.

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ThomsonReuters

JUNE 16, 2023

The accounting profession is in the midst of a transformation, and firms must ensure they are upskilling their accountants to remain competitive and keep pace. While the profession is no stranger to change, the COVID-19 pandemic shifted that change into higher gear, driving home the need to meet rising client demands and shifts in employee wants and expectations.

Data Analysis 98

Data Analysis Technology Accounting Firms Firm Value 98

Appraisers Blog

JUNE 14, 2023

I typically respect or concur with Dave on most topics. Not this one. I still respect him but strongly disagree with his arguments. I also took the survey which was restrictively worded. One of two answers. Absolutes. The key is “market significant” or “demonstrably market recognized.” It has nothing to do with price a builder seeks to charge.

Appraisal 98

Appraisal Marketability 98

Harvard Corporate Governance

JUNE 13, 2023

Posted by Jack T. Ciesielski and Amy C. McGarrity, PCAOB Investor Advisory Group PCAOB Investor Advisory Group, on Tuesday, June 13, 2023 Editor's Note: Jack T. Ciesielski is an the Investment Manager and founder of R.G. Associates, Inc. and Amy C. McGarrity is Chief Investment Officer and Chief Operating Officer of Colorado PERA. This post is based on their comment letter.

Marketability 227

Marketability 227

Mckinsey and Company

JUNE 13, 2023

Generative AI is poised to unleash the next wave of productivity. We take a first look at where business value could accrue and the potential impacts on the workforce.

112

112

ThomsonReuters

JUNE 15, 2023

QUESTION: As required, our group health plan has extended the length of HIPAA special enrollment periods due to the COVID-19 emergency. When do the extended special enrollment periods end? ANSWER: In response to the COVID-19 emergency, the DOL and IRS extended HIPAA special enrollment period deadlines by requiring plans to disregard (for a maximum of one year) the COVID-19 “outbreak period,” which began March 1, 2020, and is set to end on July 10, 2023.

98

98

Lighter Capital

JUNE 12, 2023

A good credit score provides more than just access to financial products. It touches every part of our daily lives. More than half of employers and more than a three-quarter of landlords check credit. Without a good credit score, everything costs more, from loans, to insurance to qualifying for a mortgage to buy property. Building credit is a catch 22 , access to financial products is required to build credit history but it is hard to get started without a good credit already. 11 Million Canadia

Private Equity Firm 98

Private Equity Firm Banking Finance Equity 98

Harvard Corporate Governance

JUNE 14, 2023

Posted by Elizabeth P. Gray, A. Kristina Littman, and Adam Aderton, Willkie Farr & Gallagher LLP, on Wednesday, June 14, 2023 Editor's Note: Elizabeth P. Gray , A. Kristina Littman , and Adam Aderton are Partners at Willkie Farr & Gallagher LLP. This post is based on a Willkie memorandum by Ms. Gray, Ms. Littman, Mr. Aderton, Leigh Coutoumanos and Erik Holmvik.

Marketability 226

Marketability 226

Mckinsey and Company

JUNE 14, 2023

Public-sector organizations work best when they design from the perspective of the people they serve, use data well, and adapt quickly to capture productivity benefits.

89

89

ThomsonReuters

JUNE 15, 2023

Braidwood v. Becerra, 2023 WL 2703229 (N.D. Tex. 2023) (Docket: Unpublished Order (5th Cir. June 13, 2023)) A federal appellate court has paused a portion of the trial court’s ruling in Braidwood v. Becerra while the ruling is appealed, following an agreement by the parties. At issue is the constitutionality of the Affordable Care Act’s preventive health services mandate—specifically, coverage requirements triggered by recommendations of the United States Preventive Services Task Force (USPSTF

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98

Rhythm Systems

JUNE 14, 2023

When it comes to selecting the right software for your company's performance management and goal-setting needs, the choice between Rhythm Systems and Align Today is an important one. While both platforms offer valuable features, I'll share why Rhythm Systems is the superior choice for many organizations. We will explore three key factors that set Rhythm apart from Align: customization, training and support, and integrations.

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97

Harvard Corporate Governance

JUNE 15, 2023

Posted by James C. Woolery, Woolery & Co., on Thursday, June 15, 2023 Editor's Note: James C. Woolery is a Partner and founder at Woolery & Co. This post is based on his Woolery piece. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by Lucian A.

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212

Mckinsey and Company

JUNE 15, 2023

A new McKinsey report looks at four scenarios for inflation, interest rates, and growth over the next decade. Three of the economic outcomes portend stagnation and stagflation—but one offers hope.

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97

ThomsonReuters

JUNE 16, 2023

Many of today’s tax and accounting practices are struggling with strained firm capabilities. Is your firm among them? Rising client expectations , an ever-changing regulatory environment , and the ongoing war on talent have left many of today’s firms grappling with strained bandwidth. In fact, a 2022 survey by the Virginia Society of CPAs (VSCPA) found that the greatest challenges facing firms are being overworked and understaffed.

Accounting Firms 98

Accounting Firms Technology Marketability 98

Appraisers Blog

JUNE 16, 2023

In reply to Baggins. Baggs, Almost the entirety of my thinking these days is colored by the many appraisal complaints I read from states all over America. While I think of FNMA as an actual criminal organization that simply hasn’t been caught yet (or should I say recently, again?) they do influence a lot of lenders and appraisers. Often incorrectly.

Appraisal 97

Appraisal 97

Harvard Corporate Governance

JUNE 15, 2023

Posted by Eric A. Posner (University of Chicago), on Thursday, June 15, 2023 Editor's Note: Eric A. Posner is the Kirkland and Ellis Distinguished Service Professor of Law at the University of Chicago. This post is based on his recent paper. Section 7 of the Clayton Act prohibits mergers and acquisitions where “the effect may be substantially to lessen competition, or to tend to create a monopoly.

Marketability 189

Marketability 189

Mckinsey and Company

JUNE 13, 2023

Sharpen your problem-solving skills the McKinsey way, with our weekly crossword. Each puzzle is created with the McKinsey audience in mind, and includes a subtle (and sometimes not-so-subtle) business theme for you to find. Answers that are directionally correct may not cut it if you’re looking for a quick win.

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89

ThomsonReuters

JUNE 15, 2023

CMS Insurance Standards Bulletin Series—Information (June 7, 2023) Available at [link] HHS’s Centers for Medicare & Medicaid Services (CMS) has issued guidance addressing legislative provisions that eliminated the ability of self-insured non-federal governmental health plans to opt out of complying with the Mental Health Parity and Addiction Equity Act (MHPAEA).

Equity 96

Equity 96