CFO Dive
JUNE 25, 2025
The audit watchdog this week announced penalties totaling $8.5 million on three Netherlands firms. Last year, KPMG Netherlands alone was fined $25 million in connection with an exam cheating scandal.
Navigator SAP
JUNE 27, 2025
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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The Big Picture
JUNE 26, 2025
“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.
Nerd's Eye View
JUNE 23, 2025
Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and professionals for recommendations, browse a few firm websites, and typically interview only one or two advisors before deciding whom to hire. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time.
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
Global Finance
JUNE 23, 2025
The rapidly evolving nature of AI is a double-edged sword as far as cybersecurity goes. As user-friendly and beneficial as Generative AI (Gen AI) can be, it is also being misused ever more frequently in the form of trickery and manipulation, such as deepfaking the voice, face or name of a person or organisation to elicit payments. By 2027, for example, 17% of total cyberattacks will involve the use of Gen AI, according to Gartner 1.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFA Institute
JUNE 25, 2025
Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.
The Big Picture
JUNE 28, 2025
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
Tips Watch
JUNE 28, 2025
A looming debt-limit crisis is causing yield anomalies. By David Enna, Tipswatch.
Barry Ritholtz
JUNE 28, 2025
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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CFO Dive
JUNE 23, 2025
Skip to main content Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An articl
CFA Institute
JUNE 23, 2025
Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.
The Big Picture
JUNE 25, 2025
At The Money: Navigating War, Tariffs and Geopolitics (june 25, 2025) The U.S. has just bombed Iran’s nuclear sites (following weeks of Israeli drone and aircraft bombing raids). This comes after months of noisy Tariff announcements and geopolitical wrangling. What are investors supposed to do when war breaks out? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and
The SaaS CFO
JUNE 24, 2025
Defining and calculating ARR is a hot topic. I have been talking to a lot of SaaS founders and finance leaders about how to properly calculate annual recurring revenue. Not too easy with today’s pricing and business models. The shift in pricing models (usage, consumption, outcome-based) has made the lives of tech CFO’s more difficult. […] The post How to Define and Calculate ARR appeared first on The SaaS CFO.
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Global Finance
JUNE 27, 2025
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.
CFO Dive
JUNE 23, 2025
Republican lawmakers on Tuesday may chime in with criticism if Fed Chair Jerome Powell affirms a “wait-and-see” monetary policy approach in testimony to a House committee.
Trade Credit & Liquidity Management
JUNE 25, 2025
From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple
The Big Picture
JUNE 24, 2025
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.
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 26, 2025
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.
Future CFO
JUNE 25, 2025
GTreasury unveiled its comprehensive and purpose-built AI platform, GSmart AI, designed for treasury and finance operations. According to a press release, GSmart AI will allow chief financial officers and treasurers to navigate the increasingly complex treasury landscape by bringing in secure, actionable insights and agentic actions. The platform provides reliable AI support to finance heads, addressing demands with powerful capabilities, built-in compliance, and full transparency into every act
CFO Dive
JUNE 25, 2025
“A majority of my committee has said that they do expect to cut rates between now and the end of the year,” Federal Reserve Chair Jerome Powell said.
CFO Talks
JUNE 25, 2025
If You Think Honesty Is Risky, Try Hiding the Truth Clear communication has always been important, but in today’s environment, it has become critical. Finance professionals are being asked to lead under pressure, often while navigating rapid change, tight margins, and tough trade-offs. In these moments, transparency is not just a leadership trait.
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.
Trade Credit & Liquidity Management
JUNE 25, 2025
According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.
CFO Thought Leader
JUNE 24, 2025
During the SVB banking crisis, Larry Roseman faced the risk of losing all of Thumbtack’s cash. He responded by diversifying banking relationships, revising covenants, and overhauling investment policies—transforming a high-stakes liquidity scare into a lasting strategy for financial resilience and operational continuity. Now Watch Our Complete Episode Featuring CFO Larry Roseman of Thumbtack Larry Roseman shares how navigating early-career crises shaped his leadership through COVID-19 and the SV
Nerd's Eye View
JUNE 27, 2025
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).
CFO Dive
JUNE 26, 2025
Ripple alum Vince Tejada sees “an explosion of adoption” for stablecoins — once the ongoing regulatory evolution settles into clear guidance.
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.
Strategic Treasurer
JUNE 25, 2025
Deepfakes & Payments Fraud: Is Treasury Prepared? Download the White paper Deepfakes & Payments Fraud: Is Treasury Prepared? What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards.
Trade Credit & Liquidity Management
JUNE 24, 2025
The Clearing House raised the real-time payments (RTP) transaction limit from $1 million to $10 million in February 2025. Since the increase, Bank of America (BofA) reports that transactions over $1 million now account for more than half the total value of U.S. real-time payments processed for corporate clients. Rival network FedNow raised its own limit from $500,000 to $1 million on June 24, 2025.
CFA Institute
JUNE 24, 2025
Mee‑Hyoe Alana Koo is a multilingual communication, education, and content professional with more than 15 years of experience spanning journalism, translation, interpretation, and strategic consulting. She holds a B.A. in International Relations & English Literature from Ewha Womans University in South Korea. She is TESOL‑certified (Arizona State University) and a graduate of the Literature Translation Institute of Korea.
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