Harvard Corporate Governance

MARCH 5, 2024

Posted by Albert H. Choi and Jeffery Y. Zhang, University of Michigan, on Tuesday, March 5, 2024 Editor's Note: Albert H. Choi is the Paul G. Kauper Professor of Law, and Jeffery Y. Zhang is an Assistant Professor of Law at the University of Michigan Law School. This post is based on their paper. In March 2023, a financial panic that began with runs on Silicon Valley Bank in California led to three of the four largest bank failures in US history.

Banking 169

Banking Equity 169

Mckinsey and Company

MARCH 7, 2024

Improving on- and off-screen representation of Latinos, their stories, and their culture could generate billions of dollars in new revenue for the industry, according to new McKinsey research.

145

145

NYT M&A

MARCH 3, 2024

For years, Apple, Google, Meta and others operated unfettered. But new laws and regulations have finally compelled them to make major shifts to their products and businesses.

Mergers & Acquisitions 144

Mergers & Acquisitions Marketability 144

N Contracts

MARCH 6, 2024

It seems so simple. Give employees access to the documents they need to do their jobs. But ask any IT manager, and they will tell you permission management is much more complicated than it appears.

Banking 101

Banking 101

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

MARCH 5, 2024

Posted by Jo Iwasaki, Karen Edelman, and Yasmine Chahed, Deloitte Touche Tohmatsu Limited, on Tuesday, March 5, 2024 Editor's Note: Jo Iwasaki is Corporate Governance Advisory Lead, Karen Edelman is Senior Editor, and Yasmine Chahed is an Independent Research Consultant at Deloitte Touche Tohmatsu Limited. This post is based on a Deloitte memorandum by Ms.

Equity 231

Equity Technology 231

Mckinsey and Company

MARCH 5, 2024

Generative AI tools can shorten physical product design life cycles significantly and spark innovation, but the knowledge and discretion of design experts are necessary to mitigate potential pitfalls.

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Redpath

MARCH 5, 2024

Several types of trusts can help you manage your assets in a way that supports your estate planning goals while providing potentially significant tax advantages. One of them is a GRIT–grantor retained income trust. Is this an option you should consider? As with all asset management strategies, there are pros and cons depending on your specific situation and estate distribution preferences.

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102

Harvard Corporate Governance

MARCH 8, 2024

Posted by Dhruv Aggarwal (Northwestern University), Albert H. Choi (University of Michigan), and Yoon-Ho Alex Lee (Northwestern University), on Friday, March 8, 2024 Editor's Note: Dhruv Aggarwal is an Assistant Professor of Law at Northwestern Pritzker School of Law, Albert H. Choi is the Paul G. Kauper Professor of Law at the University of Michigan, and Yoon-Ho Alex Lee is Professor of Law and Director of the Center on Law, Business, and Economics at Northwestern Pritzker School of Law.

Finance 150

Finance Marketability Technology 150

Mckinsey and Company

MARCH 7, 2024

The Philippine economy was more resilient than expected in 2023—current projections indicate that it could again achieve healthy growth in 2024.

124

124

NYT M&A

MARCH 4, 2024

JetBlue said it would pay Spirit $69 million to terminate the $3.8 billion deal, which had been blocked by federal antitrust regulators.

Mergers & Acquisitions 137

Mergers & Acquisitions 137

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

Appraisers Blog

MARCH 8, 2024

In reply to Joseph. While putting the fee splits on the invoice is laudable, there is no guarantee that the borrower who pays the fee receives a copy of the invoice and even if they do there is no guarantee that they read it or if they do understand it as a middleman charge and not part of a typical appraisal business model. Separate line items on the closing document are more transparent.

Appraisal 98

Appraisal 98

Harvard Corporate Governance

MARCH 6, 2024

Posted by Rich Fields, Rusty O’Kelley, and Melissa Martin, Russell Reynolds Associates, on Wednesday, March 6, 2024 Editor's Note: Rich Fields leads the Board Effectiveness Practice, Rusty O’Kelley co-leads the Board and CEO Advisory Practice in the Americas, and Melissa Martin is a member of the Board Effectiveness Practice at Russell Reynolds Associates.

150

150

Mckinsey and Company

MARCH 7, 2024

Railway companies could use opportunities created by rapidly evolving artificial intelligence technologies as a catalyst to improve the way they plan and deliver operations.

Technology 108

Technology 108

NYT M&A

MARCH 2, 2024

Ahead of an expected drop in enrollment, the institution is looking to buy the University of Phoenix, a for-profit school with a checkered past. Is it worth $550 million?

Mergers & Acquisitions 116

Mergers & Acquisitions 116

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

Appraisers Blog

MARCH 8, 2024

‘Have Fannie and Freddie Wrecked the U.S. Housing Market?’ This just in from Bagott. Things are happening. Of course this is mass assessment. The methods will not hold up on a national level. The latest vogue trend in progressive politics is to mandate by imperial decree increased housing density in areas which were not designed to support such capacity, as well as imposing limits on assessment value rises via novel programs, such aa yearly percentage increase cap limit.

Appraisal 98

Appraisal Marketability 98

Harvard Corporate Governance

MARCH 2, 2024

Posted by Michael Littenburg and Marc Rotter, Ropes & Gray LLP, on Saturday, March 2, 2024 Editor's Note: Michael Littenburg is Partner and Global Chair of the ESG, CSR and Business and Human Rights Practice, and Marc Rotter is Counsel in the Capital Markets Practice at Ropes & Gray LLP. This post is based on their Ropes & Gray memorandum.

Marketability 141

Marketability 141

Mckinsey and Company

MARCH 6, 2024

Tired of running into paywalls, walled-off spaces and the broken promise of an open internet? Hunch cofounder Chris Dixon shares why a return to the decentralized internet is key to protecting businesses and consumers.

107

107

Law 360 M&A

MARCH 8, 2024

A consortium of investors looking to take over French digital music company Believe SA on Friday acknowledged a competing offer lobbed by entertainment conglomerate Warner Music Group while reiterating that it believes its own bid is "best positioned" to help the music company thrive.

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Appraisers Blog

MARCH 7, 2024

Finally got tired of the rhetorrick with the use of “place of worship” FNMA confirmed it is an acceptable description for use in a report instead of church. Just putting it out there for those who receive endless calls telling you it can’t be used. Ridiculous.

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98

Machen McChesney

MARCH 6, 2024

Have you completed your company’s year-end financial statements yet? Most calendar-year entities issue their year-end financials by March of the following year. Lenders and investors may think the worst if a company’s financial reports aren’t submitted in a timely manner. Here are three assumptions your stakeholders could make when your financial statements are late.

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98

Mckinsey and Company

MARCH 4, 2024

The Generative AI revolution will disrupt America’s biggest labor market, but its impact may not be what you expect.

Marketability 132

Marketability 132

Law 360 M&A

MARCH 6, 2024

The competition among former Weber Inc. stockholders who are suing over the grill maker's $3.7 billion squeeze-out by BDT Capital Partners LLC heated up Wednesday in Delaware's Court of Chancery as more than a dozen firms on teams led by Scott + Scott Attorneys at Law LLP, Friedlander & Gorris PA and Prickett Jones & Elliot PA are battling to lead a consolidated class suit.

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Appraisers Blog

MARCH 8, 2024

I’m sorry. But this ship has sailed. As Mike said appraisers have had plenty of opportunities to join coalitions, the Guild and more yet they refuse to do so. Then they come on here and other groups complaining about fees etc. appraisers are their own worst enemies. They sure can claim they aren’t biased or do an appraisal without being biased yet their own personal biases get in the way of joining a union or state coalition to better their profession.

Appraisal 98

Appraisal 98

ThomsonReuters

MARCH 5, 2024

Jump to: Compliance and having multiple plans Possibility of retroactive changes IRS funding may help either way Some expiring provisions may be positive The back-to-office effect Potential impact of changes Ideal situation for advisors Changes may come “late in the game” The Tax Cuts and Jobs Act (TCJA; P.L. 115-97 ) of 2017 brought about significant changes to the U.S. tax system, including provisions affecting both individ

Compliance 98

Compliance Start-ups 98

Mckinsey and Company

MARCH 8, 2024

A future expected to be volatile means that leaders need to prepare their organizations to expect the unexpected, the Liberty Mutual Insurance executive says.

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99

Law 360 M&A

MARCH 5, 2024

The mode of legal reasoning most students learn in law school, often called “Issue, Rule, Application, Conclusion,” or IRAC, erroneously frames analysis as a separate, discrete step, resulting in disorganized briefs and untold obfuscation — but the fix is pretty simple, says Luke Andrews at Poole Huffman.

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Appraisers Blog

MARCH 8, 2024

Simply put the answer to that question should be, yes, a PDC should be licensed… they’re entering homes just like an appraiser and as such should be subject to the same scrutiny and regulations… The more nuanced question is… why do/should PDCs even exist? Seems to me that it’s not about any efficiencies, but more about divide, (conquer) and obfuscate…as if somehow the forces that be (lenders & amcs) can make the process even murkier and allow them addition

Appraisal 98

Appraisal 98

ThomsonReuters

MARCH 4, 2024

Preparers have the following perfection periods to correct and retransmit tax returns or extensions that were filed on time but were rejected by the filing deadline. The IRS considers returns that are resubmitted electronically during the applicable timeframe as timely-filed returns. What is the e-file rejection grace period for federal tax returns?

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98

Mckinsey and Company

MARCH 4, 2024

To grow B2B revenues, telcos have increasingly focused on noncore services like cloud, IT, and security. But core connectivity remains the largest opportunity for B2B growth.

B2B 94

B2B Technology 94

Law 360 M&A

MARCH 7, 2024

A lifetime of skiing has helped me develop important professional skills, and taught me that embracing challenges with a spirit of adventure can allow lawyers to push boundaries, expand their capabilities and ultimately excel in their careers, says Andrea Przybysz at Tucker Ellis.

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Appraisers Blog

MARCH 7, 2024

I am taking USPAP class currently (2 days). It is a DEI class instead, at least for 3.5 hours it was… Please remember that this class is taken by trainee who wants to became an appraiser, and learns about what is an assignment, scope of work etc., not only us, taking it the 10th time. [link] I loved Paragraph 3 the most “the appraiser intentionally selects comparable sales that she believes are owned by people of the same race as the property owner.” I asked how is it possible?

Appraisal 98

Appraisal 98

ThomsonReuters

MARCH 8, 2024

When it comes to changing pre-established practices in your firm, the logistics can feel like a moving target. As busy accountants, it’s easy to get stuck in survival mode. It can take some effort to think outside the box to grow your CPA firm into a truly successful firm of the future. How can you build your service offerings to better serve your clients and grow your CPA firm through accountability?

Technology 96

Technology Accounting Firms Compliance 96

Mckinsey and Company

MARCH 5, 2024

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.

93

93

Law 360 M&A

MARCH 8, 2024

Companies attending Tulane University Law School's annual Corporate Law Institute conference got distinctive insights into how they can responsibly fend off activist investor attacks, heard diverging views about activists' motivations, and were warned about potential red flags in board members' pasts.

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