Trending Articles

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Don’t get ‘greedy’ waiting for lower rates, Flag Luxury CFO says

CFO Dive

If a deal’s economics make sense under debt current terms, don’t be afraid to lock in financing, former Credit Suisse exec Adam Raboy advises.

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From Vision to Validation: A SaaS CFO’s Guide to Late-Stage Investor Readiness

Embark With Us

Early-stage funding might feel like selling a bold vision – late-stage funding is about proving you have a real business. In Series A or B, investors often bet on potential and dreams; by Series C and D, they’re betting on performance and data. The stakes (and check sizes) are higher, and so are the expectations. As a CFO or Head of Finance at a SaaS company , you’ll need to pivot from the scrappy “move fast” mindset to a more polished, investor-ready approach.

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ERP Change Management Makes or Breaks Digital Transformation

Navigator SAP

ERP change management is essential to successful digital transformation. Learn 7 key strategies to drive employee adoption, reduce resistance, and maximize your ERP investment.

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All Time Highs Are Bullish

The Big Picture

“One of the most bullish things that can happen to any market is for it to reach new multi-year highs.“ Bloomberg, March 5, 2014 Markets closed at a new all-time high today. The usual suspects have already proffered their litany of horrors – valuations are too high, gains are too narrow, we havbe market concentrated and a toppy feel, to say nothing about all of the new geopolitical risks that continue to accumulate in tariffs war and oil prices.

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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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Weekend Reading For Financial Planners (June 28–29)

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 study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, RIAs have been growing their advisor headcounts and market share, often at the expense of wirehouses and large broker-dealers during this time).

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Hospitals in Trouble: A Financial Playbook for Leaders and Investors

CFA Institute

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

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The U.S. T-bill market is feeling the debt pinch

Tips Watch

A looming debt-limit crisis is causing yield anomalies. By David Enna, Tipswatch.

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10 Weekend Reads

The Big Picture

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • What’s Better Than U.S. Bonds for Downside Protection? If you want return, you have to take risk. There is no avoiding this universal truth of investing. So while you may employ one (or more) of the strategies discussed here to limit your future downside, keep in mind that the possibility of downside is how we earn our long-term

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How today's investment innovations shape tomorrow's capital market structure

Future CFO

As financial markets continue to innovate and adapt amid volatility and uncertainties brought about by varying factors, chief financial officers are left with the task of ensuring they can support their organisations' needs. In a recent report by S&P Global , it was revealed that private capital and digitalisation play a major role to ensure and enable a dynamic and scalable debt capital market.

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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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Stablecoins could bridge legacy finance-crypto gap, Bastion exec says

CFO Dive

Ripple alum Vince Tejada sees “an explosion of adoption” for stablecoins — once the ongoing regulatory evolution settles into clear guidance.

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From Models to Markets: A Conversation with Kenneth Blay

CFA Institute

Frank J. Fabozzi, CFA, is a professor of practice at Carey Business School at Johns Hopkins University. He is the editor of The Journal of Portfolio Management , co-founder and co-editor of The Journal of Financial Data Science , and an editor of Annals of Operations Research. He received the CFA Institute Research Foundation’s James R. Vertin Award in 2015 and the C.

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Italy Is Awash With M&As

Global Finance

UniCredit’s hostile offer for Banco BPM is the most talked about, valued at $16.35 billion, almost $1 billion below BPM’s market value. The bid followed Unicredit’s unsuccessful negotiations with the Italian government to take over Banca Monte dei Paschi di Siena three years ago. Unicredit launched the new tender on BPM despite restrictions imposed by the government.

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Avoiding Common Mistakes and Dangerous Financial Advice

The Big Picture

After a few month run, I took a break from talking about the book. Going forward, I’ll be speaking about HNTI occasionally. This was a fun pod worthy sharing: Peter Lazaroff hosts The Long Term Investor , and asks very thoughtful questions: In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions.

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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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Rajesh Bux talks Leadership at the Intersection of Finance, Strategy & People

CFO Talks

In a compelling conversation with Leana van der Merwe, Rajesh Bux , Group CFO of Link Africa and interim CEO of Bitco Telecoms, shared how his dual roles sharpen his focus from pure financial control to strategic foresight and organisational leadership. From Insight to Foresight Rajesh explained that as CFO, his role is to interpret data. As interim CEO, that shifts to shaping strategy: “As CFO … you focus on numbers, controls, and capital.

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Google swipes Oracle alum for cloud CFO

CFO Dive

The appointment comes as Google and other large cloud providers race to build data centers and infrastructure to support spiking AI processing demand.

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Enhancing the finance function: The potential of shared services

Future CFO

As the landscape of finance continues to evolve, the role of CFOs and finance leaders becomes increasingly crucial. In 2025, the shift towards finance-shared services is not just a trend; it is a strategic imperative that can significantly enhance the efficiency and effectiveness of finance functions across Asia. Assessing readiness for shared services The first step for CFOs and C-suite leaders is to assess whether their organisations are prepared to transition to a finance-shared services mode

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#365 – Leading Practices in Treasury: Compliance and Leveraging Networks

Strategic Treasurer

Episode 365 Leading Practices in Treasury: Compliance and Leveraging Networks In this episode, Paul Galloway joins Pushpendra Mehta to explore compliance and network optimization in treasury. From KYC and BOI filings to payment screening, Paul shares leading practices for managing risk and ensuring uptime. Discover how strategic compliance and robust networks support security, resilience, and competitive advantage.

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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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The Gambler’s Edge on Wall Street

The Big Picture

Bullish : Boaz Weinstein on Card Counting, Private Credit and Night Sweats: Strategy. Risk. Pattern recognition. Wall Street pros often play poker, chess, blackjack and other games that rely on skills that are highly transferable to their work. What role does game theory play in the markets? And how are successful traders using it? Sonali Basak interviews Boaz Weinstein and Liv Boeree for Bullish.

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Pix Becomes Brazil’s Top Transaction Method

Global Finance

As of the end of 2024, Pix, the country’s government-backed system that enables citizens to exchange funds seamlessly via their mobile phones, has become the country’s preferred method of transactions, surpassing cash, credit cards, and traditional interbank electronic transactions. According to numbers from the Banco Central do Brazil, 76.4% of the country’s 211 million population now use Pix, followed by debit cards at 69.1% and cash at 68.9%. “Pix has transformed the Brazilian economy;

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Labor market slows as jobless claims rise to highest level since 2021

CFO Dive

The job market is “progressing solidly, although more slowly than before,” Mary Daly, president of the Federal Reserve Bank of San Francisco, said.

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The Role Was Earned by Leading | Amanda Whalen, CFO, Klaviyo

CFO Thought Leader

In her first CFO role, Amanda Whalen revamped cost accounting, restructured sales incentives, and overhauled P&L reporting—driving a 10% profit increase in one year. The experience revealed finance’s power to align teams, influence decisions, and shape business outcomes—ultimately convincing her to pursue finance leadership as her long-term path.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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When You Say Nothing Clearly, You Say Everything Badly! 

CFO Talks

When You Say Nothing Clearly, You Say Everything Badly! Numbers alone won’t get you buy-in. You can have the cleanest spreadsheet in the world, but if no one understands the story behind it, you’ll spend more time defending your results than using them to move the business forward. Clear financial storytelling isn’t about spinning a narrative to look good.

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Financial due diligence: What is it & how to do it [2025]

Cube Software

What is financial due diligence? Financial due diligence is the process of investigating a company’s financial records to confirm accuracy, assess risks, and determine long-term viability. It’s a critical step in mergers, acquisitions , and major investment decisions. The goal is for the numbers to truly reflect the company’s financial position.

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Challenges surrounding agentic AI in finance

Future CFO

Agentic AI, while a relatively new paradigm, is recognised to have the potential to significantly improve operating efficiencies and enhance decision-making in financial markets. According to a report by S&P Global , organisations must be on the lookout for this technological advancement as they look to grow their capabilities in digital assets and private credit.

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North Carolina’s CPA pathways bill sails through legislature

CFO Dive

With North Carolina now onboard, at least 20 states have passed CPA pathways legislation aiming to solve the accounting shortage by adding new routes to licensure.

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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.

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46: From Flailing to AI Forward Motion

CFO Thought Leader

In this Planning Aces episode, Jack Sweeney and co-host Brett Knowles spotlight three CFOs who are advancing their organizations’ FP&A capabilities through thoughtful AI adoption. CFO Andrea Hecht of CSAA Insurance discusses aligning generative AI with enterprise strategy and efficiency. CFO Matthias Steinberg of MindBridge explores combining machine learning and LLMs in finance workflows.

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If It Doesn’t Earn, It Doesn’t Stay!

CFO Talks

If It Doesn’t Earn, It Doesn’t Stay! There is no shortage of new ideas in business. Teams love a pilot, executives love innovation, and everyone loves the promise of “the next big thing.” But when those ideas turn into cost-heavy, low-impact distractions, it becomes the CFO’s job to draw the line. Vanity projects do not usually start with bad intentions.

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Ask justified, specific questions from taxpayers during scrutiny: CBDT to I-T officials

CFO News

The CBDT has instructed Income Tax Department officials to exercise diligence when issuing scrutiny notices to taxpayers, ensuring all queries are relevant and specific. Region heads are tasked with supervising assessing officers, emphasizing justified questions and avoiding irrelevant inquiries. Assessment unit heads will be directly responsible for the quality of notices and orders, with monthly reviews to monitor guideline adherence.

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