Harvard Corporate Governance

JUNE 5, 2023

Posted by Maria Castañón Moats, Paul DeNicola, and Matt DiGuiseppe, PricewaterhouseCoopers LLP, on Monday, June 5, 2023 Editor's Note: Maria Castañón Moats is Leader, Paul DeNicola is Principal, and Matt DiGuiseppe is Managing Director at the Governance Insights Center at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. When done right, director-shareholder engagement can pay dividends for both the investor and the company.

Dividends 331

Dividends 331

IVSC

JUNE 6, 2023

Marcelo Barbosa IVSC Trustee and Former President of the Brazilian Securities Commission Marcelo Barbosa was President of the Brazilian Securities and Exchange Commission (CVM) from 2017-2022. He has a Bachelor of Law from the Faculty of Law of the State University of Rio de Janeiro (UERJ) and master’s degree in Law (LL.M) from Columbia University in New York, USA.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Mckinsey and Company

JUNE 8, 2023

Consumers already know what they want at the intersection of virtual and physical retail. It’s up to companies to evolve their strategies to capture growth and long-term value.

Marketability 133

Marketability 133

Global Finance

JUNE 4, 2023

Morgan Stanley CEO James Gorman led the firm through a spate of acquisitions that greatly elevated its position in the wealth management sector and his successor may emerge from that part of the firm.

119

119

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 8, 2023

Posted by Julian F. Kölbel (University of St. Gallen), on Thursday, June 8, 2023 Editor's Note: Julian F. Kölbel is Assistant Professor of Sustainable Finance at the University of St. Gallen. This post is based on a recent paper, forthcoming in the Review of Financial Studies, by Professor Kölbel; Florian Heeb, Postdoctoral Associate at the MIT Sloan School of Management; Falko Paetzold , Assistant Professor for Social Finance at EBS University; and Stefan Zeisberger , Associate Professor of Fi

Finance 251

Finance 251

Financial Times M&A

JUNE 7, 2023

News, analysis and comment from the Financial Times, the worldʼs leading global business publication

145

145

Global Finance

JUNE 9, 2023

Global Finance Magazine - Profit overrides principle with the recent PGA-LIV Golf& deal; expect more M&A in sports and other sectors.

Finance 111

Finance 111

Harvard Corporate Governance

JUNE 7, 2023

Posted by Amit Batish, Equilar, Inc., on Wednesday, June 7, 2023 Editor's Note: Amit Batish is Senior Director of Content at Equilar, Inc. This post is by Mr. Batish and Courtney Yu. Related research from the Program on Corporate Governance includes Stealth Compensation via Retirement Benefits by Lucian Bebchuk and Jesse M. Fried. The 2023 proxy season has officially come to a close.

Total Shareholder Return 225

Total Shareholder Return Finance Equity 225

NYT M&A

JUNE 4, 2023

It’s been more than a year since he was forced from the top job at the network. Since then, he has made no secret of his frustrations with his exit — or his low regard for the man who replaced him, Chris Licht.

Mergers & Acquisitions 99

Mergers & Acquisitions 99

Mckinsey and Company

JUNE 8, 2023

The founder and CEO of thermondo discusses how he launched and scaled a fully integrated home heating services company in Germany, and the challenges he faced building a green-tech business.

Marketability 101

Marketability 101

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

Meade & Moore

JUNE 9, 2023

Back in October, we touched on the question of “What’s taking so long to get my ERC Refund?”. At that time, the backlog of unprocessed filings was around 200,000. Here we are over 7 months later, and that backlog has ballooned to almost 1,000,000! IRS Commissioner Werfel has committed to increasing the number of claims processed per week from 20,000 to 50,000 to try and work through this backlog, but there hasn’t been definitive process made up to this point.

98

98

Harvard Corporate Governance

JUNE 6, 2023

Posted by Andrew F. Tuch (Washington University in St. Louis), on Tuesday, June 6, 2023 Editor's Note: Andrew F. Tuch is a Professor of Law at Washington University in St. Louis. This post is based on his recent paper. Related research from the Program on Corporate Governance includes SPAC Law and Myths (discussed on the Forum here ) by John C. Coates, IV.

Marketability 237

Marketability 237

Rhythm Systems

JUNE 8, 2023

We all have goals, but achieving them can be daunting. It is common knowledge that most goals fail because of a lack of consistency and accountability. Establishing a habit-forming rhythm of work with a structured cadence process can fix this problem early in the process of creating atomic habits. By integrating technology with an approach toward strategic goal planning, organizations can establish a way to set and achieve their long-term goals.

Technology 98

Technology 98

Mckinsey and Company

JUNE 6, 2023

In this episode of The Quarterly Interview: Provocations to Ponder, Jony Ive, the former design head of Apple, talks about what it takes for the creative process to thrive at any company.

111

111

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

NYT M&A

JUNE 6, 2023

In a stunning announcement, the tour, along with the DP World Tour and Saudi Arabia’s sovereign wealth fund, said the rivals had agreed to create a “new, collectively owned, for-profit entity.

Mergers & Acquisitions 98

Mergers & Acquisitions 98

Harvard Corporate Governance

JUNE 8, 2023

Posted by Rory K. Schneider and Colin O. Lubelczyk, Mayer Brown LLP, on Thursday, June 8, 2023 Editor's Note: Rory K. Schneider is a Partner and Colin O. Lubelczyk is an Associate at Mayer Brown LLP. This post is based on a Mayer Brown memorandum by Mr. Schneider, Mr. Lubelczyk, Martha E. McGarry , Andrew J. Noreuil , and Camila Panama and is part of the Delaware law series ; links to other posts in the series are available here.

227

227

Global Finance

JUNE 4, 2023

Global Finance Magazine - Qantas’ new CEO& Vanessa& Hudson& has spanned roles both onshore and offshore across the commercial, customer and finance segments of the company.

Finance 98

Finance 98

Mckinsey and Company

JUNE 4, 2023

Africa’s economy downshifted over the last decade, yet half of its people live in countries that have thrived on the continent. Africa has the human capital and natural resources to accelerate productivity and reimagine its economic growth, which is, more than ever, vital for the welfare of the world.

111

111

ThomsonReuters

JUNE 9, 2023

In today’s rapidly changing business environment, firms need to stay on top of their audit compliance. As disruptive technologies and new regulations are constantly emerging, it can be difficult for businesses to remain compliant. In this blog post, we’ll provide some tips on how to ensure your firm is audit compliant and up to date with the latest industry changes.

Compliance 98

Compliance Technology 98

Harvard Corporate Governance

JUNE 7, 2023

Posted by Ele Klein and Brandon S. Gold, Schulte Roth & Zabel LLP, on Wednesday, June 7, 2023 Editor's Note: Ele Klein is Partner and co-chair of the M&A and Securities Group, and Brandon S. Gold is an Associate at Schulte Roth & Zabel LLP. Related research from the Program on Corporate Governance includes Universal Proxies (discussed on the Forum here ) by Scott Hirst.

227

227

Global Finance

JUNE 4, 2023

North American industries most affected by currency exposure were professional services, biotech and pharmaceuticals, machinery, trading and distribution, chemicals and health equipment and supplies.

98

98

Mckinsey and Company

JUNE 7, 2023

McKinsey surveyed more than 7,000 students in 17 countries to find out which elements of online higher education they value most.

123

123

Benzinga

JUNE 5, 2023

Illumina Inc's (NASDAQ: ILMN ) Grail Inc acquisition is reportedly in more hot water when Grail mistakenly sent form letters to 400 patients, suggesting they may have developed cancer. Galleri, the company's primary blood test for cancer diagnosis, is designed to detect more than 50 different malignancies even before symptoms appear. Related: FTC Orders Illumina To Divest Grail, Mounts Pressure On Company Amid.

98

98

Harvard Corporate Governance

JUNE 5, 2023

Posted by Michael Shen (National University of Singapore) and Samuel T. Tan (Singapore Management University), on Monday, June 5, 2023 Editor's Note: Michael Shen is an Assistant Professor of Accounting at NUS Business School, National University of Singapore, and Samuel T. Tan is an Assistant Professor of Accounting at the School of Accountancy, Singapore Management University.

Marketability 228

Marketability 228

ThomsonReuters

JUNE 9, 2023

The accounting industry is seeing significant attrition among LGBTQ+ professionals Research commissioned by the Institute of Management Accountants (IMA), the California Society of CPAs (CalCPA), and the International Federation of Accountants (IFAC) revealed a surprising number of LGBTQ+ accountants are leaving their profession. This is a unique development when compared to other underrepresented identities, as it has not been seen in such numbers before.

Accounting Firms 98

Accounting Firms Data Analysis Compliance Finance 98

Mckinsey and Company

JUNE 8, 2023

Social media comprises the applications and websites that allow people to interact with other users, businesses, communities, and content.

Marketability 109

Marketability 109

Appraisers Blog

JUNE 5, 2023

Think about this: Under “the rules”, an appraisal is biased if it concludes a value less than the contract price. That, of course, raises (at least) two questions: (1) why is the AVM always “right” and the appraiser, thus, always wrong? And (2) how will the self-appointed arbiters of bias conclude an appraiser is biased if the appraisal is for a refinance?

Appraisal 97

Appraisal 97

Harvard Corporate Governance

JUNE 4, 2023

Posted by Brad Goldberg, Jaime L. Chase, and Asher Herzog, Cooley LLP, on Sunday, June 4, 2023 Editor's Note: Brad Goldberg and Jaime L. Chase are Partners and Asher Herzog is an Associate at Cooley LLP. This post is based on a Cooley memorandum by Mr. Goldberg, Ms. Chase, Mr. Herzog, Cydney Posner , Reid Hooper , and Stephanie Gambino. Related research from the Program on Corporate Governance includes Short-Termism and Capital Flows (discussed on the Forum here ) by Jesse M.

Equity 213

Equity 213

Benzinga

JUNE 9, 2023

Visa Inc (NYSE: V ) is in advanced talks to acquire Pismo , a Brazilian cloud-based payment and banking platform provider. The American multinational financial services firm could announce a deal by June, Bloomberg cites familiar sources. Mastercard Inc (NYSE: MA ) and Visa were among the. Full story available on Benzinga.

Banking 97

Banking Technology 97

Mckinsey and Company

JUNE 9, 2023

Limited engineering and construction capacity could challenge America’s ability to quickly grow renewables. To win in an undersupplied market, renewables players can rethink project delivery.

Marketability 78

Marketability 78

Appraisers Blog

JUNE 5, 2023

I have one word for Baggins – obfuscate – look it up! A man’s knowledge is NOT measured by the number of words, but by a clear focus of where to start thinking.

Start-ups 96

Start-ups Appraisal 96

Harvard Corporate Governance

JUNE 9, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 9, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of June 2-8, 2023. Environmental, Social Policy & Related Corporate Governance Issues in Proxy Season 2023 Posted by Heidi Welsh, Sustainable Investment Institute, on Friday, June 2, 2023 Tags: anti-ESG , Climate change , corporate sustainability , Disclosure , equity , fair pay , Proxy season , Risk , so

Equity 226

Equity Finance 226

A Neumann & Associates

JUNE 9, 2023

When the time comes to explore selling your business, there are a multitude of questions that an owner will ask him or herself: Is my company sellable? What is my company worth? What is the process? How do I find the right buyers? Where do I start? All these questions, and more, will need to be answered. A qualified M&A advisor is there to answer your questions, guide you through the process and make sure that everything that can be done is being done to mitigate the risk and to assure a suc

Mergers & Acquisitions 90

Mergers & Acquisitions Start-ups Dividends Marketability 90

Mckinsey and Company

JUNE 8, 2023

With consumer expectations rising and regulatory scrutiny intensifying, pressure is mounting on consumer-packaged goods companies to ensure their supply chains are socially responsible.

78

78