Sat.Nov 02, 2024 - Fri.Nov 08, 2024

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What Chief Sustainability Officers Are Thinking

Harvard Corporate Governance

Posted by Martha Carter, Kensey Biggs, and Heidi Park, Teneo, on Saturday, November 2, 2024 Editor's Note: Martha Carter is a Vice Chair and Head of Governance Advisory, Kensey Biggs is a Managing Director and Head of U.S. Corporate ESG, and Heidi Park is a Senior Associate at Teneo. This post is based on a Teneo memorandum by Ms. Carter, Ms. Biggs, Ms.

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How GenAI is transforming ESG reporting and compliance

ThomsonReuters

Highlights: Growing importance and data demands of ESG : The increasing significance of ESG compliance is overwhelming teams with expanding data demands and regulatory scrutiny. GenAI’s role in ESG management : GenAI is revolutionizing ESG management by automating tasks, accelerating data collection, and providing advanced data analysis. Use cases and benefits of GenAI in ESG : Real-world examples show GenAI’s essential role in meeting ESG obligations, ensuring long-term resilience

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Trending Sources

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Key considerations for CEOs in the oil and gas sector

Mckinsey and Company

The oil and gas industry has recently seen strong financial performance and is refocusing on its core, but it still needs to find answers to drive growth post-2030.

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Yousef Khalawi Of AlBaraka Forum On Growth Of Islamic Finance

Global Finance

Global Finance spoke with Yousef Khalawi, secretary general of the AlBaraka Forum for Islamic Economy, about the role of Islamic finance and economics as a holistic and sustainable framework for all economies. Global Finance: Against a backdrop of rising debt, geopolitical and economic instability, how is the role of Islamic finance evolving to address emerging global challenges?

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How to Leverage Intent Data for Better Outcomes

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.

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Box Jumping: Portfolio Recompositions to Achieve Higher Morningstar Ratings

Harvard Corporate Governance

Posted by Lauren H. Cohen (Harvard Business School), David Sunghyo Kim (MIT), and Eric C. So (MIT), on Wednesday, November 6, 2024 Editor's Note: Lauren H. Cohen is the L. E. Simmons Professor of Business Administration at Harvard Business School, David Sunghyo Kim is a PhD student at MIT Sloan School of Management, and Eric C. So is the Sloan Distinguished Professor of Management at the MIT Sloan School of Management.

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How FTC Chair Lina Khan Became an Election Hot Topic

NYT M&A

The Federal Trade Commission chair drew increasing political vitriol as the presidential vote neared. Her political future hangs in the balance.

More Trending

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Banks Need a Digital Strategy to Manage the $84 Trillion Generational Wealth Transfer

Global Finance

This “Great Wealth Transfer” will impact millions of people around the world and could potentially open up exciting opportunities to reshape our financial systems and redistribute wealth to support both people and our planet. More immediately, however, this unprecedented transfer of wealth represents a major challenge for banks, particularly those who provide services to high-net-worth individuals.

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Lobbying Against Enforcement

Harvard Corporate Governance

Posted by Reilly S. Steel (Columbia Law School), on Thursday, November 7, 2024 Editor's Note: Reilly Steel is an Academic Fellow and Lecturer in Law at Columbia Law School. This post is based on his recent paper. How pervasive is the strategic use of corporate political spending to avoid agency enforcement? In a new working paper, I attempt to gain traction on this question with data on nearly two decades of corporate political spending and investigations by the U.S.

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November Regulatory Update: CFPB Guidance Piles Up and Redlining Enforcement

N Contracts

It’s autumn and the leaves are falling – but they’ve got nothing on the fresh pile of paperwork from the CFPB. Meanwhile, the Justice Department is going gangbusters on redlining enforcement.

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Supercharging product portfolio performance with generative AI

Mckinsey and Company

When generative AI tools do the heavy lifting, companies can optimize their product portfolios faster and more effectively.

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Statement of Cash Flows vs. Cash Flow Statement

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

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Tesla’s Solar ABS Deal Raises Standards In Financing Renewables

Global Finance

Tesla is setting new standards in renewable financing with its latest solar asset-backed securitization (ABS) deal, earning an unprecedented AAA rating. Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny.

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How Leading CEOs are Engaging in Politics

Harvard Corporate Governance

Posted by Brian Bartlett, and Piotr Pillardy, Kekst CNC, on Tuesday, November 5, 2024 Editor's Note: Brian Bartlett is a Partner and Piotr Pillardy is a Research Principal at Kekst CNC. This post is based on a Kekst memorandum by Mr. Bartlett, Mr. Pillardy, Ellie Taylor, Bay Dotson, Olivia Kim, and Allie Worchell. Tracking Campaign Contributions to Candidates, PACs and Parties As companies navigate evolving public and stakeholder expectations around political and policy engagement, CEOs are at t

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Comment on Leaving the Appraisal Profession by Vito Stone

Appraisers Blog

It’s tough to see so many appraisers expressing their frustrations with the current state of the industry. With AMCs and lenders pushing for lower fees, appraisers are increasingly finding themselves pressured to sacrifice independence and accuracy in exchange for speed and cost-efficiency. It’s no surprise that so many are considering leaving the profession or transitioning into other roles.

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A turning point for private brands: How retailers can seize the opportunity

Mckinsey and Company

Products from private brands are appealing to consumers in new ways. Retailers can follow this well-tested recipe to improve their private-brand offerings and gain market share.

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Mastering Intent Data: Understanding its Importance & Best Practices

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.

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How to Conduct an Annual Planning Meeting

Rhythm Systems

Don’t Start the Year Without a Plan You wouldn’t spend money on a plane ticket without knowing the destination—so don’t budget for a new year of business without having a strategic execution plan!

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Governance Protections of the 1940 Act and Abuses Allowed by Annual Meetings

Harvard Corporate Governance

Posted by Paul G. Cellupica and Kevin Ercoline, Investment Company Institute, on Monday, November 4, 2024 Editor's Note: Paul G. Cellupica is a General Counsel and Kevin Ercoline is an Assistant General Counsel at the Investment Company Institute. This post is supplemental to the Investment Company Institute’s comment letter. The New York Stock Exchange’s (NYSE) 1920s-era annual shareholder meeting requirement for listed closed-end funds (CEFs) has left open an end-run around the governance prot

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On The Ground: How Attorneys Are Safeguarding The Election

Law 360 M&A

Attorneys are working tirelessly Tuesday to support citizens and election workers on the final day of voting in what is expected to be one of history's closest and most contentious presidential contests.

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How banks can supercharge technology speed and productivity

Mckinsey and Company

Financial institutions can unlock the productivity of their software engineering teams to significantly boost tech innovation without increasing IT budgets.

Banking 105
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Important Tax Tips for 2024

Machen McChesney

The U.S. tax code is complicated and often hard to understand, with many provisions, credits, and disallowances. Let's review a few credits that many people are interested in , as well as how to respond to the IRS if you get married — or get a taxes-due notice. The Employee Retention Credit The ERC was implemented as part of the Coronavirus Aid, Relief, and Economic Security Act to encourage businesses affected by the pandemic to keep staff on payroll during lockdowns and times of reduced busine

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What Does a Shareholder Engagement Program Look Like?

Harvard Corporate Governance

Posted by Broc Romanek, Cooley LLP, on Thursday, November 7, 2024 Editor's Note: Broc Romanek is a Senior Strategic Advisor at Cooley LLP. This post is based on his Cooley memorandum. Companies need an organized set of engagement procedures with priorities and the ability to call on internal cross-department coordination – and director participation – when needed, depending on what is on the engagement agenda.

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Bankruptcy Not Delaying NJ Health System's Antitrust Case

Law 360 M&A

A New Jersey federal magistrate judge on Tuesday partly denied CarePoint Health Management's request to delay its antitrust case against RWJBarnabas Health Inc. because of CarePoint's recent bankruptcy filing.

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Managing risk in renewable-energy portfolios: The role of flexible assets

Mckinsey and Company

The growth of renewable-energy sources is making US power pricing more volatile. To reduce risk, energy players can incorporate flexible assets into their portfolios.

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The State of Corporate ESG report: Key findings for CFOs and sustainability officers

ThomsonReuters

← Blog home As the global business environment continues to evolve, the 2024 State of Corporate ESG report by Thomson Reuters Institute sheds light on the shifting dynamics of Environmental, Social, and Governance (ESG) initiatives. As stewards of financial integrity and sustainability, CFOs and sustainability officers are at the forefront of this transformation, tasked with integrating ESG into the core of daily business operations.

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When You Should (and Shouldn’t) Have an AI Leader in the C-suite

Harvard Corporate Governance

Posted by Fawad Bajwa, Russell Reynolds Associates, on Thursday, November 7, 2024 Editor's Note: Fawad Bajwa is a Managing Director at Russell Reynolds Associates and leads the firm’s Global AI, Data and Analytics practice. This post is based on his Russell Reynolds memorandum. There’s a growing imperative for companies to take a comprehensive approach to AI–but do you really need a Chief AI Officer in the C-suite for that?

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Employers' Responsibilities Under the SECURE 2.0 Act

Machen McChesney

The SECURE 2.0 Act aims to expand the ease of saving for retirement, to simplify the management of retirement plans, and, in general to improve financial security for American workers and retirees. The updated law includes new options for 401(k) and 403(b) employer contributions, adjustments to the required minimum distribution age for IRAs, and increased catch-up contribution limits.

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The McKinsey Crossword: Zoo Crew | No. 205

Mckinsey and Company

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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A Guide to the OCC’s 2025 Risk and Compliance Priorities

N Contracts

Does your bank take a reactive approach to operational risk and compliance risk? If so, this approach might address issues as they arise, but the Office of the Comptroller of the Currency is concerned it could leave gaps in your ability to anticipate and mitigate future risks effectively.

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SEC 2025 Exam Priorities

Harvard Corporate Governance

Posted by James R. Burns, Brant Brown, and Robin M. Bergen, Cleary Gottlieb Steen & Hamilton LLP, on Tuesday, November 5, 2024 Editor's Note: James R. Burns , Brant Brown , and Robin M. Bergen are Partners at Cleary Gottlieb Steen & Hamilton LLP. This post is based on a Cleary Gottlieb memorandum by Mr. Burns, Mr. Brown, Ms. Bergen, Rachel Gerwin , Anna Bintinger , and Ben Rosenblum.

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Buffett’s Apple sales and cash pile spark intrigue over motives

Financial Times M&A

Berkshire Hathaway has investors asking questions after filling its coffers by unwinding its most profitable trade

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The state of gen AI in the Middle East’s GCC countries: A 2024 report card

Mckinsey and Company

Research shows that organizations in the region have been quick to adopt generative AI, but very few are yet seeing much benefit. Those that are demonstrate what it takes.

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Comment on Is a Horde of Deadbeat Borrowers Again Walking Among Us? by Pray Hard

Appraisers Blog

Sorry to bring this up, but we have no control over what is happening. It’s simply too big and it’s not just the US, it’s global. We don’t really even have any input except our usual barking up an empty tree. And, it’s not just us. It’s the title companies, the inspectors, the surveyors … all of the impartial input occupations.

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SEC Charges Four Companies for Misleading Cyber Disclosures

Harvard Corporate Governance

Posted by Charu Chandrasekhar, Erez Liebermann, and Benjamin R. Pedersen, Debevoise & Plimpton LLP, on Monday, November 4, 2024 Editor's Note: Charu Chandrasekhar , Erez Liebermann , and Benjamin R. Pedersen are Partners at Debevoise & Plimpton LLP. This post is based on a Debevoise memorandum by Ms. Chandrasekhar, Mr. Liebermann, Mr. Pedersen, Julie Riewe , and Andrew J.

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Factors to Consider When Valuing an Assisted Living Facility

BV Specialists

Appraising an assisted living facility requires a multifaceted approach, as these businesses typically involve both real estate and healthcare components. So, if you're investing, selling, or simply evaluating an operation for internal purposes, understanding the key factors that contribute to its value is essential. Assisted living facilities generate revenue primarily from resident fees, which can vary based on the level of care, amenities, and location.

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The productivity imperative for Australian general insurance

Mckinsey and Company

In the face of challenges, Australian insurers can look to global peers for inspiration in raising their own productivity.

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