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 182

CFO 182

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.

SAP 212

SAP 212

CFO Dive

JUNE 4, 2025

The stock sales come as Tesla’s European sales declined by 53% in April compared to the previous year.

Sales 257

Sales CFO 257

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.

Finance 92

Finance Startups Banking Technology 92

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

Accounting Firms

The Charity CFO

JUNE 4, 2025

Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser “Fundraising is not sales. Thats what I told myself for years… And then I left the nonprofit world and entered the for-profit sectorand I realized just how wrong I was.” – Aaron Landis In this episode of A Modern Nonprofit Podcast , Tosha sat down with Aaron Landis, Director of Business Development at The Charity CFO and a former Director of Corporate Partnerships at Habitat for Humanity in Aust

Sales 69

Sales Nonprofit CFO Forecasting 69

CFO Dive

JUNE 4, 2025

Rohini Jain is set to become Bill’s finance chief in July, replacing John Rettig who will assume the role of president and chief operating officer.

CFO 238

CFO Finance 238

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

Numbers 52

Numbers Planning Investments 52

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.

Reconciliations 83

Reconciliations Forecasting Cash Management Benchmarking 83

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.

Manufacturing 52

Manufacturing Leverage Credit Risk Risk Management 52

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Accounting

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.

SAP 52

SAP CFO Risk Management Invoicing 52

CFO Dive

JUNE 5, 2025

The public offering represents an “accelerant” for Circle as it seeks to establish itself at the heart of a new “internet financial system,” CFO Jeremy Fox-Geen said.

CFO 232

CFO Financial Systems 232

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

Compliance 52

Compliance Planning Numbers Technology 52

Global Finance

JUNE 4, 2025

The territorys mandatory provident funds (MPFs)Hong Kongs compulsory retirement savings schemesare val- ued at approximately $167 billion, of which about 37% were invested in bonds and balanced funds as of the close of last year. Participating fund managers may be compelled to sell some of their US government bonds due to Washingtons loss of its triple-A rating.

Foreign Exchange 78

Foreign Exchange Budgeting Compliance Investments 78

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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.

Investments 52

Investments Education Leadership Healthcare 52

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.

Planning 52

Planning Finance Budgeting CFO 52

CFO Dive

JUNE 4, 2025

“After a strong start to the year, hiring is losing momentum,” according to an economist at ADP Research.

174

174

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.

Budgeting 52

Budgeting CFO Forecasting Financial Systems 52

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.

Accounting

Global Finance

JUNE 4, 2025

Dan, a 55-year-old mathematician with a sober, low-key demeanor and a reputation for competence, had underper- formed in round one; but his commitment to the EU, NATO, and supporting Ukraine convinced doubters. Voters were also put off by Simions pro-Russian viewsRomania has a history of antagonism with Russiaand his endorsement by Hungarian Prime Minister Viktor Orbn, who argues that Transylvania, incorporated into Romania by the 1920 Treaty of Trianon, should revert to Budapest.

Economics 69

Economics Finance Investments Marketing 69

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.

Economics 52

Economics Treasury Education Accounting 52

Nerd's Eye View

JUNE 4, 2025

When a financial advisor transitions from one firm to another, they're often offered incentives by the new firm based on how much client revenue they bring with them. The challenge, however, is that advisors generally don't have the legal authority to simply transfer clients to a new firm. Because client relationships are technically "owned" by the firm – not the individual advisor – any transition requires clients to take action to shift from one firm to the other.

Compliance 52

Compliance Planning 52

CFO Talks

JUNE 4, 2025

From Boardroom to Broadcast: The CFO as Company Spokesperson For many years, the Chief Financial Officer was viewed as the quiet operator behind the scenes. They were known for their precision with spreadsheets, their cautious tone in meetings, and their largely invisible presence to the outside world. That view no longer applies. Todays CFO is not just managing the finances of the business.

CFO 52

CFO Compliance Communication Leadership 52

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.

Finance

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.

Treasury 59

Treasury Cash Management Financial Analysis Credit Risk 59

Beacon CFO Plus

JUNE 4, 2025

A Guide to CFO Compensation for Small Business Owners If you’re a small business owner looking to improve financial strategy, gain control over cash flow, or prepare for growth, a Chief Financial Officer (CFO) can make all the difference. But many owners hesitate to explore CFO services because theyre unsure what a CFO actually costsor how their services are typically billed.

CFO 52

CFO Budgeting Forecasting Auditing 52

Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia. According to an analysis by CGS International , from May 2022 to May 2025, the FTSE4Good Asean 5 index of ESG leaders listed in Indonesia, Malaysia, the Philippines, Singapore, and Thailand achieved an annualised return of 5.07%, surpassing the FTSE Asean All-Share index’s 1.56% annualised return over th

Investments 52

Investments Benchmarking Valuation Compliance 52

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.

Leadership 196

Leadership Invoicing CFO 196

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.

Finance