Trending Articles

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Circle CFO takes post-IPO victory lap for stablecoin, company

CFO Dive

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.

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Breaking Down the Adoption Journey of SAP Cloud ERP

Navigator SAP

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.

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Everyone feels tariffs. It’s up to CFOs to manage the impact.

CFO Dive

Understanding price elasticity at both the category and product level is now essential to effective pricing, an author and consultant who specializes on pricing writes.

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A Historic Missed Opportunity

The Big Picture

I’m on the road visiting our new office in Chicago and then heading to meet clients in San Francisco. However, after hearing some misinformation on TV from the usual suspects, I felt compelled to remind people of some key facts about the US debt and deficits. For a period of ~20 years, beginning after the September 11th attack, accelerating after the GFC, and running up until the 2022 rate hikes, the United States enjoyed incredibly low interest rates.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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Reimagining AI’s Role In Finance

Global Finance

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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Tesla CFO offloads over $2M in stock as EU sales tumble

CFO Dive

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

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#FASuccess Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment, With Nina Hajjar

Nerd's Eye View

Welcome everyone! Welcome to the 440th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nina Hajjar. Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

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Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser

The Charity CFO

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

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Hong Kong: Pension Authority Warns Of US Debt Selloff

Global Finance

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.

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Live Demo - Supercharge your Month End Close

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

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Registration of companies and LLPs surges in May amid strong GDP growth

CFO News

Due to strong GDP growth and policy continuity, registration of companies and limited liability partnerships (LLPs) in the country surged by up to 37 per cent in May.

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Connecticut passes alternative CPA licensure bill

CFO Dive

The legislation, which awaits signing by Governor Ned Lamont, includes a provision enabling licensed CPAs form other states in “good standing” to practice in Connecticut.

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#FASuccess Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows, With Leila Shaver

Nerd's Eye View

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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AI in Investment Management: 5 Lessons From the Front Lines

CFA Institute

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.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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Romania: New President Promises Moderate Course

Global Finance

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.

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If You Left Tomorrow, Would Anything Break?

CFO Talks

If You Left Tomorrow, Would Anything Break?   If your finance team is unable to make decisions without first asking you, your risk exposure is higher than you think.   You may be technically excellent, have a sharp grasp of reporting standards, and maintain control of every budget, but if your ability to lead and think does not extend to your team, you are leaving the business exposed.

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PayPal veteran named Bill CFO

CFO Dive

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.

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Weekend Reading For Financial Planners (June 7–8)

Nerd's Eye View

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

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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Unlocking Credit Decisions: Six Financial Metrics That Matter

Trade Credit & Liquidity Management

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.

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Morocco: Boom In Data Centers

Global Finance

The North African kingdom has adapted quickly to the digital age. In 2020, the Agency for Digital Development published a roadmap listing digital infrastructure as a priority. Since then, incentives have been put in place for the sector, including tax cuts and exemptions in the National Charter of Investment. The desire for data sovereignty has also contributed to the boom in data centers.

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Before You Forecast the Future, Figure Out Who You Are!

CFO Talks

Before You Forecast the Future, Figure Out Who You Are! The CFO is not just the gatekeeper of financial data. They are the driver of strategy, the guardian of governance, and the voice of reason when the business wants to leap without a plan. In this high-stakes space, your technical expertise will get you a seat at the table. But it is your self-awareness, your ability to understand and lead yourself, that keeps you there and earns you influence beyond the numbers.

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Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI

CFO Thought Leader

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.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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Webinar: Thriving as a Treasurer Amid Economic Volatility | July 15

Strategic Treasurer

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.

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The Innovators 2025: Western Europe

Global Finance

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.

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Predictive Finance, Ethical Leadership, and Public Sector Innovation: Lessons from SAQA CFO Innocent Gumbochuma

CFO Talks

Predictive Finance, Ethical Leadership, and Public Sector Innovation: Lessons from SAQA CFO Innocent Gumbochuma In the latest episode of CFO Club Conversations , we had the privilege of speaking with Innocent Gumbochuma, Chief Financial Officer of the South African Qualifications Authority (SAQA) and the 2024 Public Sector CFO of the Year. Innocents approach to finance is a masterclass in leadership that bridges agility, ethics, and innovation, especially in the demanding environment of the pub

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US hiring slows, service industry falters amid trade war turbulence

CFO Dive

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

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Doing More With Less: The Modern Finance Miracle

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.