Harvard Corporate Governance

DECEMBER 31, 2022

Posted by Dan Romito, Pickering Energy Partners, on Saturday, December 31, 2022 Editor's Note: Dan Romito is Consulting Partner at Pickering Energy Partners. This post is based on his Pickering Energy Partners memorandum. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) and For Whom Corporate Leaders Bargain (discussed on the Forum here ) both by Lucian A.

340

340

IVSC

DECEMBER 29, 2022

IVS General Standards Improvement Project. In 2023 the IVSC will launch a public consultation on proposed changes to the International Valuation Standards (IVS). In addition to proposed updates to the asset-specific standards covering Tangible Assets, Business and Intangibles, and Financial Instruments, the consultation will also outline a series of fundamental changes to the General Standards (Now IVS 100 to IVS 106), which are applicable to all valuations, regardless of asset type and valuati

Marketability 246

Marketability Business Valuation 246

Reynolds Holding

DECEMBER 15, 2022

The debate over the corporation’s purpose is today a central topic of corporate law scholarship. So far, the discussion has advanced little beyond a two-sided view, considering only the approaches known as shareholder primacy and corporate social responsibility (CSR). In a new article, I offer an innovative way to resolve this fundamental debate about corporate law – a proposal that recognizes the need for the law to take stakeholder interests into account, while at the same time not impairing e

Dividends 127

Dividends Compliance 127

Harvard Corporate Governance

DECEMBER 30, 2022

Posted by Anita B. Bandy, Raquel Fox, and Andrew Hanson, Skadden, Arps, Slate, Meagher & Flom LLP, on Friday, December 30, 2022 Editor's Note: Anita B. Bandy and Raquel Fox and are partners and Andrew Hanson is associate at Skadden, Arps, Slate, Meagher & Flom LLP. This post is based on a Skadden memorandum by Ms. Bandy, Ms. Fox, Ms. Hanson, and Leo W.

Compliance 287

Compliance 287

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

Global Finance

DECEMBER 4, 2022

While US sports deals are few and far between, investors have a better chance to score abroad.

Finance 112

Finance 112

Reynolds Holding

DECEMBER 21, 2022

Investors are increasingly incorporating assessments of companies’ performance on environmental, social, and governance (ESG) issues in their portfolio decisions. The global assets under management of the signatories to the United Nations Principles for Responsible Investment (PRI) have grown from about $20 trillion in 2010 to about $121 trillion in 2021. [1].

Accounting Firms 120

Accounting Firms Equity Marketability 120

Mckinsey and Company

DECEMBER 20, 2022

Generative AI and other foundation models are changing the AI game, taking assistive technology to a new level, reducing application development time, and bringing powerful capabilities to nontechnical users.

Technology 145

Technology 145

The Guardian M&A

DECEMBER 16, 2022

Robey Warshaw did not specify how much the former chancellor would collect George Osborne will collect a share of a £26.5m payout for his first year working as partner at the City advisory firm Robey Warshaw. The former chancellor, who orchestrated the austerity drive after the financial crisis, is one of four partners at the Mayfair-based company, which announced on Friday it would pay out a total of £26,482,914 to four men.

Banking 111

Banking 111

Harvard Corporate Governance

DECEMBER 2, 2022

Posted by Maria Castañón Moats, Paul DeNicola, Matt DiGuiseppe, PricewaterhouseCoopers LLP, on Friday, December 2, 2022 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. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Luci

Marketability 279

Marketability 279

NYT M&A

DECEMBER 20, 2022

Meta’s chief executive made a rare court appearance as the Federal Trade Commission tries to block his company’s purchase of the virtual reality start-up Within.

Start-ups 115

Start-ups Mergers & Acquisitions 115

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

Reynolds Holding

DECEMBER 1, 2022

AMachines are increasingly making important decisions that have traditionally been made by humans, such as who should get a job interview or who should receive a loan. For valid legal, reputational, and technical reasons, many organizations and regulators do not fully trust machines to make these judgments by themselves. As a result, humans usually remain involved in AI decision making, which is referred to as a “human-in-the-loop.

Banking 111

Banking Technology 111

ThomsonReuters

DECEMBER 8, 2022

QUESTION: Everyone in the employee benefits field uses acronyms like CDHC, EAP, and VEBA. What do these and other employee benefit acronyms stand for? ANSWER: Here’s an explanatory list of common acronyms primarily used in our Cafeteria Plans, Consumer-Driven Health Care, ERISA Compliance, Self-Insured Health Plans, and Fringe Benefits manuals. (Next week’s Question of the Week will address acronyms primarily used in our COBRA, HIPAA, and Group Health Plan Mandates manuals, and the following w

Compliance 105

Compliance 105

Mckinsey and Company

DECEMBER 20, 2022

The blueprint to achieve a lifetime of great health is increasingly clear and within our control. But unlocking it requires challenging the orthodoxies currently guiding individuals and institutions.

135

135

Benzinga

DECEMBER 3, 2022

Blue Sky Hemp Ventures Ltd. , a? private Canadian company with a focus on whole plant utilization for hemp foods, extracts and sustainable industrial products announced that it has acquired True North Cannabis Corp's retail and bulk distribution assets including all True North’s current and future products. True North is a leader in hemp-based CBD supply with growing proprietary distribution channels through wholesale bulk ingredients and branded, THC-free retail sales in medical and r

Marketability 105

Marketability 105

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

Harvard Corporate Governance

DECEMBER 6, 2022

Posted by Jai Massari, Lightspark, on Tuesday, December 6, 2022 Editor's Note: Jai Massari is Cofounder and CLO of Lightspark and Visiting Lecturer at Berkeley Law. This post is based on her Lightspark piece. FTX’s collapse reiterates the need for comprehensive U.S. regulation of crypto markets. This regulation must have a solid legal foundation, a key pillar of which is a workable framework to distinguish cryptoassets [1] that are securities from those that are not.

Marketability 275

Marketability 275

Mogin Rubin M&A

DECEMBER 6, 2022

105

105

National Law Review M&A

DECEMBER 9, 2022

Banking 105

Banking 105

Avanade

DECEMBER 20, 2022

Rasmus Hyltegard, Retail Lead in Avanade’s Data & AI Centre of Excellence, discusses barriers facing fashion retailers as they seek to drive sustainable circular agendas.

97

97

Mckinsey and Company

DECEMBER 14, 2022

In an interview with McKinsey’s Tanguy Catlin, Andrew Rose of OnStar Insurance discusses how telematics data will usher in a new era of auto insurance.

140

140

Benzinga

DECEMBER 30, 2022

Heidrick & Struggles International Inc (NASDAQ: HSII ) has agreed to acquire Atreus , an interim management solutions provider in Germany. The financial terms of the acquisition were not disclosed. Atreus generated annual revenue of approximately. Full story available on Benzinga.com.

98

98

Harvard Corporate Governance

DECEMBER 13, 2022

Posted by Maria Castañón Moats, Paul DeNicola, Stephen G. Parker, PricewaterhouseCoopers LLP, on Tuesday, December 13, 2022 Editor's Note: Maria Castañón Moats is Leader, Paul DeNicola is Principal, and Stephen Parker is a Partner, at the Governance Insights Center, at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. We’re living in an era of unforeseen events that give rise to risks, including geographic conflicts and a “black swan” event—something so unpredictable that

255

255

N Contracts

DECEMBER 27, 2022

Sometimes smart people do stupid things. When there is money to be made, they can get caught up in the excitement of opportunity (and dare I say, greed) and close their eyes to the potential for risk.

Compliance 98

Compliance 98

National Law Review M&A

DECEMBER 3, 2022

Banking 103

Banking 103

Rhythm Systems

DECEMBER 26, 2022

One of the many things I get to do in my role here at Rhythm Systems is work with our CEO Patrick Thean to coordinate and run our monthly management team meetings. This monthly meeting is a key component for our leadership team's success; it gets us all aligned, it reinforces and enhances our company culture, it engages and re-focuses our leaders, and it is a great way for us to learn together each month.

98

98

Mckinsey and Company

DECEMBER 2, 2022

The surge in digital consumer interactions is making possible a new era of gathering, analyzing, and responding to individual customer data strategically and with precision.

130

130

Benzinga

DECEMBER 30, 2022

The chances of Toshiba Corp's (OTC: TOSYY ) preferred bidder securing letters of commitment from banks are unlikely by year-end as disputes over lending terms persist after months of negotiations. A consortium led by Japan Industrial Partners Inc explored bank financing totaling ¥1.4 trillion ($10.6 billion) to take Toshiba private. However, negotiations have stalled over covenants and collateral, Bloomberg reports.

Banking 98

Banking Finance 98

Harvard Corporate Governance

DECEMBER 26, 2022

Posted by Maria Castañón Moats, Barbara Berlin, and Joseph Nocera, PricewaterhouseCoopers LLP, on Monday, December 26, 2022 Editor's Note: Maria Castañón Moats is Leader and Barbara Berlin is Managing Director at the Governance Insights Center at PricewaterhouseCoopers LLP. Joseph Nocera is a Partner in Cyber, Risk and Regulatory Marketing at PricewaterhouseCoopers LLP.

Marketability 246

Marketability 246

ThomsonReuters

DECEMBER 22, 2022

QUESTION: Everybody in the employee benefits field uses acronyms like ALE, MLR, and ACA. What do these and other employee benefits acronyms stand for? ANSWER: Here’s an explanatory list of common acronyms primarily used in our Health Care Reform manual. (Last week’s Checkpoint Question of the Week included acronyms primarily used in our COBRA, HIPAA, and Group Health Plan Mandates manuals, and the Checkpoint Question of the Week from the week before included acronyms from the ERISA Complia

Compliance 98

Compliance 98

Business Wire M&A

DECEMBER 21, 2022

STRONGSVILLE, Ohio--(BUSINESS WIRE)--Union Home Mortgage (UHM), a full-service retail, wholesale and consumer direct independent mortgage banking company, announced today its acquisition of Kalamazoo-based Amerifirst Home Mortgage. The combination will expand UHM’s national reach in key markets and bring together two leading USDA mortgage lenders.

Banking 98

Banking Marketability 98

Rhythm Systems

DECEMBER 28, 2022

It may seem daunting to tackle your Strategic Annual Planning session for 2022. With so much uncertainty due to the ongoing pandemic, it may be tempting for some company leaders to postpone planning. The temptation is understandable; nobody wants to waste time crafting a detailed annual plan that will have to be scrapped in Q1, which happened to many of us recently.

98

98

Mckinsey and Company

DECEMBER 15, 2022

Stanford’s Jeremy Utley proposes approaching creativity with a “begun” mentality, where innovation is incorporated into daily practice instead of occurring only in sprints.

129

129

Benzinga

DECEMBER 28, 2022

Social Life Network, Inc. (OTCPK:WDLF) a technology business incubator (TBI) that holds a 15% stake in each of the companies that participate in its TBI program, has announced that one of its TBI companies operating in the legalized cannabis industry, WeedLife, Inc. has executed a letter of intent to acquire Saving Grace Oil, Inc , a CBD company. “The business model of roll-up mergers by our TBI companies is meant to rapidly increase their bottom-line revenues, while leveraging their socia

Technology 98

Technology Marketability 98

Harvard Corporate Governance

DECEMBER 21, 2022

Posted by Maria Castañón Moats, Stephen G. Parker, Tracey-Lee Brown, PricewaterhouseCoopers LLP, on Wednesday, December 21, 2022 Editor's Note: Maria Castañón Moats is a Leader; Stephen Parker is a Partner; and Tracey-Lee Brown is a Director at the Governance Insights Center, PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. Today’s boards are increasingly being asked to up their game—by regulators, investors, and proxy advisors.

225

225

NYT M&A

DECEMBER 18, 2022

Fury mounted over Mr. Musk’s moves to prevent Twitter users from sharing links to other social media platforms. The billionaire also asked whether he should remain as head of the service.

Mergers & Acquisitions 98

Mergers & Acquisitions 98