CFO Dive
JUNE 9, 2025
Tax and finance leaders need to agree on a clear tax transformation plan in the face of complicated cost and regulatory pressures, Deloitte’s Emily VanVleet said.
Global Finance
JUNE 9, 2025
You wouldn’t think that the quipu—an abacuslike system of knotted cords used by the Incas for record keeping—would have much application to the breakneck adoption of artificial intelligence among financial institutions (FIs). But a Colombian financial-services company nurtured by Bancolombia Ventures harkens to that system. Quipu deploys AI-powered analyses of alternative data to determine the creditworthiness of microbusinesses.
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Navigator SAP
JUNE 6, 2025
So the premise sounds great: a single ERP solution that supports fast-growing businesses today and can also scale to meet the process complexity and transaction volumes of a Fortune 500 multinational tomorrow. This ERP is the gold standard, already used widely, and is supported by an army of third-party developers, consultants, and support organizations.
CFA Institute
JUNE 10, 2025
Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Panthera’s proprietary Decision GPS platform blends behavioral science, and quantitative finance with machine intelligence to optimize investment decision-making.
Speaker: Joe Wroblewski, Sales Engineer Manager
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
CFO News
JUNE 8, 2025
Mizuho Financial Group is set to acquire KKR-backed Avendus Capital for $700 million, marking Mizuho's largest investment in India. The deal involves KKR's exit and will give Mizuho up to 70% ownership. Avendus founders, excluding Ranu Vohra, will remain invested and manage the company, continuing its operations across financial services in India, the US, and Singapore.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Nerd's Eye View
JUNE 6, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, with both smaller and mid-sized firms seeing growth (often pushing them into higher size brackets and/or from state to SEC registration) and re
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in Middle East| ARAB BANK Acabes, Arab Bank’s in-house development factory, enabled the bank to launch an updated version of its Reflect banking app in 2024. Reflect benefits from a host of new digital features, including multicurrency subaccounts for deposits, savings, and payments. Customers can also use Salary Transfer and instant transfer features with these currencies.
CFA Institute
JUNE 9, 2025
D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.
CFO News
JUNE 9, 2025
CBIC has amended its earlier circular mandating Document Identification Number (DIN) for show cause notices and GST orders, stating that DIN is not required if the notice is issued through the GST portal and already carries a reference number.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
CFO Dive
JUNE 11, 2025
Finance chiefs need to hone their data skills in an era when they are increasingly looked at not just as strategic leaders, but “innovation champions,” Payoneer CFO Bea Ordonez said.
Trade Credit & Liquidity Management
JUNE 9, 2025
When reviewing a company’s financial statements to determine an appropriate credit limit, there are a multitude of things to consider. Trends related to revenue, profit, and equity, for example. Reviewing the relationship between key financial factors enables you to dig into the details and have a better perspective on how a company is performing.
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in Western Europe | SOCIETE GENERALE Societe Generale’s Global Transaction and Payment Services division has launched several new innovations to reduce their corporate clients’ workload. These include IKAR, a Gen AI chatbot for cash management product-documentation inquiries; and the Digitrade Tool, which uses advanced data analytics, including algorithms and pattern recognition, to personalize the document-checking process.
Nerd's Eye View
JUNE 10, 2025
Welcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. What's unique about Leila, though, is how she helps firms navigate the increasing compliance burdens that can arise as they grow in size and complexity to ensure they remain in line wit
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CFO Thought Leader
JUNE 9, 2025
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration.
CFO Dive
JUNE 9, 2025
Federal Reserve Bank of New York survey results are more upbeat than others that highlight consumer anxiety that tariffs will push up price pressures.
CFO Talks
JUNE 8, 2025
The Budgeting Process Is Broken-Here’s How to Fix It If you are a CFO, you have likely outgrown the old budgeting drill. Once-a-year spreadsheets. Static assumptions. Hoping nothing changes too much. That approach belongs to a world that no longer exists. Markets shift. Costs rise. Customers change direction. Disruption hits before the board even signs off on the plan.
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in North America | BANK OF AMERICA Bank of America’s (BofA’s) dedication to improving customer experience is evident in the 12% increase in digital interactions by clients last year, reaching a recordbreaking 26 billion interactions. Corporate clients made over $1 trillion in payment approvals on the bank’s CashPro app in 2024—a 25% increase year on year.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
CFA Institute
JUNE 11, 2025
Penman and Pope refine classic value investing through the lens of financial statements.
Strategic Treasurer
JUNE 9, 2025
Thriving as a Treasurer Amid Economic Volatility July 15 | 2:00 PM EDT Register Now Date Tuesday, July 15, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Leo Gil, Bottomline Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.
CFO Dive
JUNE 10, 2025
“In an era defined by tighter margins, speed of business, faster tech shifts and higher expectations, the role of the CFO is evolving,” the software firm said.
CFO Talks
JUNE 11, 2025
Lessons from an Unfinished Merger: What Integration Failures Reveal About Strategy and Leadership When two companies merge, the strategic rationale often appears convincing. The promise of economies of scale, an expanded market footprint, operational synergies, and a stronger competitive position tends to dominate merger announcements. However, while the deal may look sound on paper, the real challenge lies in what follows, integration.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Global Finance
JUNE 9, 2025
Regional Winner Most Innovative Bank in Latin America| BANCO BRADESCO Banco Bradesco has incorporated innovative Gen AI applications into its operations to modernize services and processes. By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The Bridge platform integrates services to optimize banking applications from different business areas, eliminating the need for subject-matter expertise.
Trade Credit & Liquidity Management
JUNE 11, 2025
By Robert DiNozzi Merchant Cash Advance (MCA) agreements have become a prevalent form of alternative financing, particularly among small and distressed businesses. Marketed as sales of future receivables rather than traditional loans, these agreements allow funders to withdraw fixed daily or weekly payments directly from a business’s bank account until a predefined “purchase amount” has been satisfied.
CFO Thought Leader
JUNE 11, 2025
It’s not uncommon for CFOs to exit soon after a major acquisition—especially when a larger enterprise takes the reins. But Rene Ho stayed. Ho had been CFO of Taulia, a working capital fintech, when it was still an independent company. After helping lead the firm through its acquisition by SAP, he chose to stay on, guiding the company through integration while seeking to preserve what made Taulia unique.
CFO Dive
JUNE 5, 2025
Tariff engineering, exercising “reasonable care,” and checking invoices for erroneous duty charges are some tactics CFOs can use to mitigate the impact of import duties.
Speaker: Mark Gilham, FCCA, CPP
Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.
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