CFO Dive
JUNE 18, 2025
The regulatory clarity the GENIUS Act proposes to bring to the stablecoin space can help ease some of the worries of more conservative entities, such as CFOs, examining the space, EY’s Paul Brody said.
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.
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Navigator SAP
JUNE 20, 2025
SAP Business Suite helps CEOs and business leaders streamline operations, unify business data, and integrate AI for faster insights and smarter decisions.
Tips Watch
JUNE 17, 2025
By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.
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
Musings on Markets
JUNE 17, 2025
It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFA Institute
JUNE 16, 2025
Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.
Navigator SAP
JUNE 18, 2025
If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.
CFO Thought Leader
JUNE 17, 2025
What sets John Rettig’s CFO journey apart from most is not just its length—spanning more than two decades—but its unusual symmetry. His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped lead the company from startup to public market success.
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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
CFO Dive
JUNE 16, 2025
EY veteran Kurt Hohl is rejoining the agency as controversial legislation advancing in Congress would fold the duties of the Public Company Accounting Oversight Board into the SEC.
CFO Talks
JUNE 17, 2025
The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.
CFA Institute
JUNE 17, 2025
Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.
Future CFO
JUNE 19, 2025
When it comes to dealing with changes, being one step ahead is a must for organisations to ensure the best result possible. For chief financial officers overseeing operations across Asia-Pacific, the Middle East, Europe, and the Americas, building compliant, scalable finance functions in unfamiliar jurisdictions is a high-stakes challenge. Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulation
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CFO Thought Leader
JUNE 19, 2025
A Finance Strategic Moment As CFO of a newly public company, John Rettig championed a bold $2.5B acquisition—nearly half of Bill’s market cap at the time. Backed by strategic conviction and rigorous analysis, he helped accelerate market penetration and proved the value of finance leadership that thinks—and acts—like a CEO. Now Watch Our Complete Episode Featuring CFO John Rettig of Bill When CFO John Rettig joined Bill, he brought a mindset shaped by two decade-long CFO tenures.
CFO Dive
JUNE 18, 2025
Policymakers have left borrowing costs unchanged this year while balancing signs of a softening labor market against concerns that U.S. tariffs will stoke inflation.
CFO Talks
JUNE 17, 2025
The Rise of the Strategic CFO with Dr. Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. As the Head of Finance, Acting Head of Risk Management, and Country HR Lead at Liberty Health, and the founder of the CFO Forum in Mozambique, Dr.
Global Finance
JUNE 19, 2025
Part of the “One Big Beautiful Bill” Act currently before the US Senate, the levy would affect 40 million to 50 million noncitizens in the US, including undocumented migrants as well as green card and visa holders, with those from India, Mexico, China, and the Philippines particularly exposed. Some experts suggest the effect would be enough to send Mexico’s economy into a recession this year.
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.
E78 Partners
JUNE 19, 2025
“We regret implementing XYZ finance system.” It’s a sentiment we hear too often from CFOs—particularly those who were focused on fixing yesterday’s problems instead of preparing for tomorrow’s opportunities. Many finance teams implement ERPs or EPMs that solve point-in-time pain. The result? A complex patchwork of solutions that fit the past but fail the future.
The Big Picture
JUNE 18, 2025
Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.
CFO Dive
JUNE 17, 2025
“Foundational rules for risk management have been fundamentally altered forever," the former CEO of the Institute of Internal Auditors said.
CFO Talks
JUNE 20, 2025
Finance Is Bleeding Talent, Because You Forgot to Say ‘Well Done’ Finance is not known for fireworks. It is known for results, deadlines, reconciliations, and that long, uphill push towards year-end. But ask any CFO who has led a turnaround, navigated a crisis, or rebuilt trust after a rough season, and they will tell you that the biggest momentum often comes from the smallest victories.
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 19, 2025
Get ready for a front-row seat to the transformation of business information. In this episode of Credit on the Go , host David Schmidt sits down with Rich Ferrara, former Dun & Bradstreet executive and business data consultant, to unpack how digital innovation, AI, and fintech are reshaping the industry. Discover why the explosion of new data vendors and emerging use cases, from credit and supplier risk to KYC and fraud prevention, compliance, and B2B marketing, are changing how companies as
E78 Partners
JUNE 17, 2025
Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. But not all synergies carry equal weight. Some deliver immediate impact on EBITDA, while others take longer to materialize or fail to scale across the combined organization. Successful firms prioritize the right synergies from Day One.
CFA Institute
JUNE 20, 2025
Discover how cutting-edge academic research becomes real-world investment strategy and explore award-winning insights from the Hillsdale–CFA Society Toronto Research Award.
CFO Dive
JUNE 20, 2025
The Senate proposal would make the trio of tax-relief provisions from the 2017 Tax Cut and Jobs Act permanent. In contrast, the House bill would only extend them through 2029.
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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