Harvard Corporate Governance

APRIL 9, 2023

Posted by Maria Castañón Moats, Paul DeNicola, and Matt DiGuiseppe, PricewaterhouseCoopers LLP, on Sunday, April 9, 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. Related research from the Program on Corporate Governance includes The Illusory Promise of Stakeholder Governance (discussed on the Forum here ) by

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Mckinsey and Company

MAY 11, 2023

AI technology has revolutionized marketing and sales; now, generative AI promises to disrupt the way B2B and B2C players think about customer experience, productivity, and growth.

B2C 145

B2C Marketability B2B Technology 145

Financial Times M&A

MAY 1, 2023

Banking 145

Banking 145

ThomsonReuters

MAY 15, 2023

Working in the tax and accounting industry can be a stressful job. With long hours, tight deadlines, and pressure to deliver results, it can be hard to achieve a work-life balance. That’s why it’s important for both tax and accounting professionals and their firms to take steps to protect their mental health. With Mental Health Month upon us, this is a good time to think about strategies to ensure that your teams maintain a healthy work-life balance.

Accounting Firms 137

Accounting Firms Technology 137

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

Benzinga

MARCH 3, 2023

PlayStation owner Sony Group Corp (NYSE: SONY ) has been vocal in its attempt to block rival Microsoft Corporation (NASDAQ: MSFT ), manufacturer of the Xbox, from buying video game publisher Activision Blizzard (NASDAQ: ATVI ) for roughly $69 billion. And while it would appear that Sony would get its way — with the Federal Trade Commission (FTC) suing Microsoft over the deal , citing antitrust issues — the company may soon find itself under regulatory scrutiny as well.

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Appraisers Blog

MARCH 27, 2023

Dear representative, waiving/eliminating property appraisal for lending purposes is wanton recklessness. Fannie Mae’s decision to waive/eliminate property appraisal for lending purposes is nothing more than wanton recklessness that could have serious repercussions in the future. The truth of the matter is that appraisals are an essential part of any mortgage transaction and should not be taken lightly or eliminated without due consideration.

Appraisal 142

Appraisal 142

Business Wire M&A

APRIL 30, 2023

TOKYO & PARSIPPANY, N.J.--(BUSINESS WIRE)--Astellas Pharma Inc. (TSE: 4503, President and CEO: Naoki Okamura, “Astellas”) and IVERIC Bio, Inc. (NASDAQ: ISEE, CEO: Glenn P. Sblendorio, “Iveric Bio”) today announced that on April 29, 2023 (Japan time), the Companies have entered into a definitive agreement under which Astellas through Berry Merger Sub, Inc., a wholly-owned subsidiary of Astellas US Holding, Inc., has agreed to acquire 100% of the outstanding shares of Iveric Bio for US$40.

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Musings on Markets

MARCH 8, 2023

This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplayed element of corporate finance. To illustrate the heat that buybacks evoke, consider two stories in the last two weeks where they have been in the news. In the first, critics of Norfolk Southern, the corporation that operates the trains that were involved in a dreadful chemical accident in Ohio, pointed to buybacks that it had done as the pro

Dividends 119

Dividends Equity Corporate Finance Finance 119

Norman Marks

MARCH 1, 2023

I am pleased to announce that my latest book is now available on Amazon (see below). The intent is to help business leaders and information security practitioners discuss cyber risk in business rather than technical language, enabling executives and the board to make informed and intelligent business decisions.

Compliance 117

Compliance 117

Brian DeChesare

FEBRUARY 22, 2023

The buy-side vs. sell-side distinction/debate is interesting because it happens on the internet and in real life. With other topics – such as “ target schools ” or “ elite boutiques ” – few people use the terms in-person. In fact, it would be quite weird if you spoke one of these terms aloud in an interview. But everyone from headhunters to bankers to interviewers uses the terms “buy-side” and “sell-side,” and most people put themselves in one category or the other.

Finance 115

Finance Marketability Corporate Finance Equity 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

Harvard Corporate Governance

MARCH 10, 2023

Posted by Richard Fields and Rusty O’Kelley, Russell Reynolds Associates, on Friday, March 10, 2023 Editor's Note: Rich Fields leads the Board Effectiveness practice and Rusty O’Kelley co-leads the Board and CEO Advisory Partners in the Americas at Russell Reynolds Associates. This post is based on their Russell Reynolds memorandum. Keeping up with the ever-changing trends in global corporate governance is no easy task, as countries introduce new governance rules that trigger knock-on effects

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Mckinsey and Company

MAY 11, 2023

Generative AI is evolving at record speed while CEOs are still learning the technology’s business value and risks. Here, we offer some of the generative AI essentials.

Technology 145

Technology 145

Financial Times M&A

MARCH 17, 2023

Banking 145

Banking 145

ThomsonReuters

MAY 25, 2023

DaVita Inc. v. Marietta Mem’l Hosp. Emp. Health Benefit Plan, 2023 WL 3452353 (S.D. Ohio 2023) A federal trial court has decided the latest installment of a case in which a large dialysis provider sued a group health plan and its TPA for classifying all dialysis providers as “out-of-network,” resulting in a lower reimbursement rate for them than for providers of other medical services.

Compliance 118

Compliance 118

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

Benzinga

JANUARY 17, 2023

Shiba Inu (CRYPTO: SHIB ) surpassed Litecoin (CRYPTO: LTC ) to become the thirteenth largest cryptocurrency by market capitalization early on Wednesday. What Happened: At the time of writing, SHIB’s market cap stood at $6.9 billion, while Litecoin’s market cap was at $6.3 billion. Shiba Inu saw a spike in its price after short bets worth nearly $790,000 were liquidated.

Market Capitalization 128

Market Capitalization Marketability 128

Audit Board

MAY 8, 2023

Do you think you know what it takes to create a secure password? How can you ensure your company’s systems users and employees are creating passwords that will protect confidential data, keep communications private, and prevent cyberattacks from damaging the company’s reputation and bottom line? The National Institute of Standards and Technology (NIST) regularly updates its Digital Identity Guidelines, including password creation and secrets management.

Compliance 105

Compliance Technology 105

NYT M&A

MAY 14, 2023

Vice, which had wooed media giants, has struggled to adjust to the punishing realities of digital publishing. A group of creditors could buy Vice for $225 million.

Mergers & Acquisitions 111

Mergers & Acquisitions 111

Business Wire M&A

FEBRUARY 27, 2023

PALM BEACH, Fla.--(BUSINESS WIRE)--PSQ Holdings, Inc. (“PublicSq.”), the nation’s largest values-aligned marketplace, and Colombier Acquisition Corp. (NYSE: CLBR) (“Colombier”), a publicly traded special purpose acquisition company, today announced that they have entered into a definitive business combination agreement. After the anticipated closing in the third quarter of 2023, the combined company will retain the PSQ Holdings, Inc.

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Benchmark Report

MAY 3, 2023

Several elements play into a successful merger or acquisition, from finance to sales and from operations to HR. Leading up to a transaction, it’s not uncommon for business owners to focus more on these elements and not the area of marketing as an important part of their M&A strategy.

Marketability 105

Marketability Finance 105

Reynolds Holding

FEBRUARY 26, 2023

Sound policymaking has helped India modernize and achieve robust economic growth, positioning it to become an increasingly important player on the world stage. But recent developments – and scandals – show that the government must address some major issues if it wants to sustain India’s global rise. — Nouriel Roubini [1] As India chairs the G20 meeting in Bengaluru, the country emerges as one of the most economically powerful and politically important countries in the world.

Banking 112

Banking Market Capitalization Marketability Equity 112

Musings on Markets

FEBRUARY 2, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Some of you believe that I am being far too generous in my forecasts of revenues and profitability for a company that is facing significant competition, as it pursues growth, especially with questions about who's in charge of the company.

Market Capitalization 112

Market Capitalization Risk-free Rate Risk Premium Terminal Value 112

Harvard Corporate Governance

JANUARY 21, 2023

Posted by Maria Castañón Moats, Paul DeNicola, Catie Hall, PricewaterhouseCoopers LLP, on Saturday, January 21, 2023 Editor's Note: Maria Castañón Moats is Leader, Paul DeNicola is a Principal, and Catie Hall is a Director at the Governance Insights Center at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum. Why? Whether you are an executive who has been meeting with the board regularly for years or you are in a new role that’s landing you on the agenda, these brief inter

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Mckinsey and Company

APRIL 12, 2023

As global risks increase and economic uncertainty persists, the risk functions within the financial services industry must continue to evolve talent to ensure organizational resiliency.

Banking 144

Banking 144

Financial Times M&A

MARCH 10, 2023

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ThomsonReuters

MAY 4, 2023

QUESTION: During the COVID-19 pandemic, we established a telehealth-only plan to provide benefits to individuals who were not eligible for coverage under our regular group health plan. Can we continue to offer this benefit? ANSWER: During the COVID-19 pandemic, telehealth-only benefits have been exempt from certain requirements that otherwise apply to group health plans.

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Benzinga

MARCH 8, 2023

Michigan cannabis operator Skymint is under the control of a receiver, according to Crain’s Detroit Business. A lawsuit filed at the Ingham County Circuit Court in Lansing alleges the company owes more than $127 million to Canadian investment firm Tropics LP, a subsidiary of Calgary-based Sundial Growers Inc. ’s (NASDAQ: SNDL ) investment firm SunStream Bancorp Inc , which announced in Nov 2022 that it closed a $6.25M senior secured term loan to SKYMINT Brands.

Marketability 116

Marketability 116

Norman Marks

FEBRUARY 27, 2023

Whatever your role within the organization, the ability to listen, really hear, and understand others is crucial. The concept of active listening takes the idea further. Skills you need has an excellent article on the topic. I like what it says: Active listening involves listening with all senses.

Compliance 109

Compliance 109

Meade & Moore

MAY 16, 2023

The pandemic has had a lasting impact both on our economy and on our work environment. When rising inflation, product shortages, and a stricter regulatory environment are combined with new expectations in the job market, employers must be willing to embrace change. Unfortunately, change can be expensive, especially when it comes to benefits. To meet expectations in the job market and to keep existing employees happy, employers should maximize spending on benefits while still keeping overall cost

Marketability 98

Marketability 98

Business Wire M&A

MAY 25, 2023

VANCOUVER, British Columbia--(BUSINESS WIRE)--New Found Gold Corp. (“New Found”) reports that on May 25, 2023 (the “Closing Date”), it acquired control of 28,612,500 common shares (each, a “Kirkland Share”) in the capital of Kirkland Lake Discoveries Corp. (“Kirkland”) as consideration pursuant to a property purchase agreement dated February 16, 2023, as amended May 8, 2023, between New Found and Kirkland.

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Trout CPA

MAY 17, 2023

Written by Robert Pozesky , Director of Management Advisory Services A well-crafted cost optimization strategy is vital for businesses to not only weather economic turbulence but also seize strategic opportunities. By gaining a comprehensive understanding of cost management levers, organizations can effectively implement a cost optimization strategy that minimizes immediate expenses while fostering long-term growth.

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Audit Board

MAY 15, 2023

In today’s modern threat landscape, compliance risk, cybersecurity risk, fraud risk, and even climate change risk can have a significant impact on your company’s reputation and bottom line. External risk events like the COVID-19 pandemic point to an increasing need for businesses to develop a risk assessment plan that helps them execute certain strategies and achieve objectives effectively, even in the face of an unprecedented risk landscape.

Compliance 98

Compliance Start-ups Technology 98

NYT M&A

MARCH 26, 2023

The billionaire bought the social media company for $44 billion in October and took it private.

Mergers & Acquisitions 145

Mergers & Acquisitions 145

Harvard Corporate Governance

MARCH 26, 2023

Posted by Maureen Bujno and Kristen Sullivan, Deloitte & Touche LLP, on Sunday, March 26, 2023 Editor's Note: Maureen Bujno is a Managing Director, and Kristen Sullivan is a Partner and leads Sustainability and ESG at Deloitte & Touche LLP. This post is based on their Deloitte memorandum. 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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Mckinsey and Company

APRIL 7, 2023

For today’s fragmented Internet of Things (IoT) to reach its potential as a fully interconnected ecosystem, the answer may lie in the convergence of cybersecurity and the IoT.

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