Navigator SAP

JUNE 13, 2025

Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.

SAP 207

SAP Marketing Leverage 207

CFO Dive

JUNE 13, 2025

Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.

Finance 229

Finance CFO 229

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.

Finance 242

Finance Planning 242

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 125

Reconciliations Forecasting Cash Management Benchmarking 125

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 Big Picture

JUNE 9, 2025

I grew up in the generation of latchkey kids: Both parents worked; you came home from school, fixed yourself a quick bite, then ran off to the playground for some stick- or b-ball. We weren’t wildly overscheduled; we didn’t have 20 hours a week of school events, after-school activities, and projects. We were (mostly) on our own. This led to a generation of parents who recognized the risks all this unsupervised play created.

Investments 120

Investments Prioritization Advertising Forecasting 120

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 72

Investments Education Leadership Healthcare 72

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

CFO News

JUNE 13, 2025

The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.

Investments 70

Investments Compliance 70

Bramasol

JUNE 9, 2025

Simplifying Revenue Recognition with SAP S/4HANA Cloud Public Edition: Introducing Universal RevRec In today's fast-evolving digital economy, revenue recognition is no longer just about compliance—it’s a strategic capability that drives insight, accountability, and business agility. As organizations deal with increasingly complex revenue streams across sales, services, subscriptions, and projects, the need for a flexible, scalable, and industry-tailored revenue recognition solution has never bee

Leverage 83

Leverage SAP IFRS Compliance 83

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Accounting

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.

CFO 174

CFO Finance 174

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.

Marketing 102

Marketing Risk Management Economics 102

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.

Forecasting 59

Forecasting Cash Management Compliance Currencies 59

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.

Numbers 71

Numbers 71

Advertiser: Paycor

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.

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 59

Compliance Planning Numbers Technology 59

CFO Dive

JUNE 13, 2025

Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.

Accounting 218

Accounting 218

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 59

Economics Treasury Education Accounting 59

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

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

CFO Talks

JUNE 12, 2025

From Red to Black: CFO Strategies That Drive Organisational Turnarounds When an organisation faces financial distress, the Chief Financial Officer becomes a pivotal figure in determining whether the business continues to decline or begins the path to recovery. Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue.

CFO 52

CFO Profit and Loss Leadership Communication 52

Nerd's Eye View

JUNE 16, 2025

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Concentration 52

Concentration Planning Sales Practice Management 52

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 194

CFO 194

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

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 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.

Compliance 59

Compliance Banking Economics Accounting 59

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

CFA Institute

JUNE 12, 2025

Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.

Marketing 72

Marketing Investments Economics 72

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.

Banking 194

Banking 194

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