Trending Articles

article thumbnail

The AI Paradox in Finance: High Hopes, Slow Progress

Trade Credit & Liquidity Management

Zuora, Inc. , a monetization platform for subscription-based businesses, recently released a commissioned research study, The Modern Finance Leader: How Technology Gaps Are Limiting Strategic Impact. The report, based on a survey of over 900 senior finance and accounting leaders from North America, the UK, and France, examines how outdated technologies and manual order-to-cash (O2C) processes are limiting the strategic impact and agility of finance teams, particularly within Software-as-a-Servic

Finance 52
article thumbnail

SEBI’s revised Related Party Transaction norms: What CFOs and Audit Committees must know to stay compliant

CFO News

As the September 1 compliance deadline nears, a critical question confronts CFOs and Audit Committees: Are companies fully prepared to meet SEBI’s revised RPT disclosure norms without compromising governance or efficiency? ETCFO brings a detailed breakdown of what’s eased, what’s mandatory, and how governance standards are being reshaped.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Leading Practices in Treasury Series

Strategic Treasurer

Leading Practices in Treasury A Treasury Update Podcast Series This series within The Treasury Update Podcast explores the leading practices that drive effective treasury operations. Topics include how to manage bank relationships, structure liquidity, improve forecasting, strengthen compliance, and prepare for unexpected challenges. Each episode offers focused insights and practical guidance to help treasury professionals elevate daily performance and support strategic organizational goals.

article thumbnail

How CFOs Help You Tell a Stronger Business Story

Beacon CFO Plus

Financial Storytelling With CFO Services When it’s time to raise capital or prepare for a sale, most business owners rush to polish their pitch deck, revamp their website, and rehearse their talking points. But here’s the truth: your numbers tell the real story. And if they aren’t aligned, clean, and credible, the rest of your message will fall flat—no matter how compelling your brand or product may be.

CFO 52
article thumbnail

You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

article thumbnail

Plant to Boardroom: Why Operational Finance Experience is a Strategic Advantage

CFO Talks

Plant to Boardroom: Why Operational Finance Experience is a Strategic Advantage In the race to become CFO, many finance professionals focus on roles that offer visibility. These often include corporate reporting, investor relations, or strategic finance. These positions bring exposure to the executive team and are closely aligned with the top end of the business.

Finance 52

More Trending

article thumbnail

As Dominican Republic’s Fintech Sector Booms, Financial Inclusion Is Big Goal

Global Finance

Along with Jamaica and Puerto Rico, the Association of Fintech Companies (Adofintech) has spotlighted the Dominican Republic as a fintech leader in Central America and the Caribbean. The Inter-American Development Bank (IDB) reports that the number of companies the island nation hosts in the field grew from six in 2018 to 65 in 2024. This places the country eighth in Latin America for its fintech economy and the leader in Central America and the Caribbean.

article thumbnail

JPMorgan creates new unit to tap funding demand

CFO News

JPMorgan Chase is launching a strategic financing solutions unit to offer alternative financing strategies to clients, tapping into the growing private credit market. This new unit will focus on structured private solutions, infrastructure finance, and direct lending. Warfield Price and Masi Yamada will co-head the SFS group, reporting to Kevin Foley and Brad Tully.

Finance 40
article thumbnail

Busting the Myths: Six Costly Commercial Collection Fallacies

Trade Credit & Liquidity Management

Misconceptions and myths often shape our actions, sometimes to our detriment. For example, the idea, perpetuated by TV dramas, that you must wait 24 hours before reporting a missing person is false; immediate action increases the chances of a safe return. If Silver Alerts were delayed by a day, many more families would suffer unnecessary loss. (Photo by aisvri on Unsplash ) Collecting from business customers is no different.

article thumbnail

Stakeholder Alignment Without Compromise 

CFO Talks

Stakeholder Alignment Without Compromise The CFO walks a tightrope. On one side, the board demands stronger financial returns. On the other, employees want better benefits. Regulators insist on compliance, while customers expect value and speed. Investors want growth, but operational teams need breathing room. This is the CFO reality: a role no longer defined by numbers alone, but by the ability to balance, communicate, and lead through complexity.

CFO 52
article thumbnail

Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

article thumbnail

Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning

Nerd's Eye View

After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated legislation extending and replacing TCJA – also known as the "One Big Beautiful Bill Act" (OBBBA) – was signed into law on July 4, 2025. At its core, OBBBA makes permanent many of the provisions of the original TCJA, including TCJA's tax brackets, increased standard deduction, Section 199A deduction for Qualified Business Income (QBI), and increased Child Ta

article thumbnail

Scaling Payments with Strategic Precision | Kevin Wall, CFO, Stax Payments

CFO Thought Leader

In a meeting, Kevin Wall realized finance was too bogged down in non-strategic tasks to support commercial growth. He reorganized billing and ops functions into other departments, freeing finance to focus on pricing, commercialization, and decision support—ultimately redefining the team’s role as a true business partner driving scale and strategic impact.

CFO 52
article thumbnail

Sebi to review how mutual funds value gold & silver

CFO News

Sebi is contemplating revising the valuation approach for physical gold and silver assets held by mutual funds via ETFs. The regulator proposes that AMCs utilize spot prices from domestic commodity exchanges for valuation, moving away from the current reliance on LBMA prices. This initiative aims to enhance consistency and better reflect prevailing domestic market prices, ensuring greater accuracy and transparency.

article thumbnail

Late Payments and Lost Confidence: The Hidden Cost of Tariffs

Trade Credit & Liquidity Management

In May 2025, CreditSafe surveyed over 200 U.S. finance, procurement, and supply chain professionals to assess the impact of new U.S. import tariffs on business operations, supply chains, and financial planning. The survey included companies from the manufacturing, transportation, retail/wholesale, technology, and automotive sectors. The resulting report, Tarriff Risks in the Supply Chain , was published in July 2025 and makes clear that the new U.S. import tariffs have introduced significant ope

article thumbnail

AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

article thumbnail

Dominican Republic: The Caribbean’s Economic Diamond In The Rough

Global Finance

A cultural affinity with the United States and a year-round tropical climate have made the Dominican Republic an attractive destination for tourists from the north. But the number of visitors has trended downward and the new remittance tax in President Donald Trump’s “Big, Beautiful Bill” Act have highlighted the need for the island nation to accelerate its long march diversifying the economy.

article thumbnail

Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted

article thumbnail

Webinar: Optimizing Cash Flow: The Key to Receivables Modernization | August 12

Strategic Treasurer

Optimizing Cash Flow: The Key to Receivables Modernization August 12 | 2:00 PM EDT Register Now Date Tuesday, August 12, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Nathan Dixon, Deluxe Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

article thumbnail

Cybersecurity startup Deep Algorithm raises Rs 10.8 crore from Unicorn India Ventures

CFO News

The company, which focuses on fraud prevention in the finance sector, will use the fresh funds to scale engineering and threat intelligence teams, accelerate go-to-market activities in India and Southeast Asia, expand integrations with key enterprise platforms, and enhance its behavioural AI and fraud analytics engine.

article thumbnail

Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

article thumbnail

1113: The Strategic Leap from Finance Partner to Business Architect | Josh Schauer, CFO, insightsoftware

CFO Thought Leader

When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going to have a job coming out of this?

CFO 52
article thumbnail

Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast.

article thumbnail

Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI

Nerd's Eye View

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

article thumbnail

Webinar: The Fed at a Crossroads: Corporate Options | August 13

Strategic Treasurer

The Fed at a Crossroads: Corporate Options August 13 | 2:00 PM EDT Register Now Date Wednesday, August 13, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers John Mosko, Federated Hermes Nick Tripodes, Federated Hermes John Wyda, Federated Hermes Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Pending approval for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals Participants who attend this live session and resp

article thumbnail

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

article thumbnail

RBI Governor Malhotra signals room for more rate cuts as inflation drops

CFO News

RBI Governor Sanjay Malhotra indicated the possibility of further interest rate cuts this year, citing a significant drop in inflation and steady economic growth. With inflation expected to remain below 3.7%, the MPC will consider both inflation and growth before making future decisions.

article thumbnail

Unlock Your Potential and Advance Your Career

Trade Credit & Liquidity Management

In this podcast, Bob Shultz, Trade Credit & Liquidity Management’s Publisher, interviews Mark Ramseyer , the Program Director of UCLA Extension ’s Business and Finance programs. These courses are designed for working professionals looking to advance in credit, treasury, and finance functions. They are focused on practical, industry-relevant education, offering certificate programs, certifications (CPA, CFP, Enrolled Agent), and specialized training in areas such as accounting, in

article thumbnail

How to Prepare Your Business for an Audit: Tips from a CFO

Capital CFO LLC

Let’s face it—just hearing the word “audit” can make even the most seasoned business owner a little uneasy. But here’s the truth: audits don’t have to be scary. In fact, with a little preparation and a solid mindset, they can be an opportunity to strengthen your financial systems and show off your company’s organizational muscle. […] The post How to Prepare Your Business for an Audit: Tips from a CFO appeared first on Capital CFO+.

article thumbnail

Rethinking Research: Private GPTs for Investment Analysis

CFA Institute

Baridhi Malakar, PhD. BIO: Baridhi Malakar, PhD, is an independent researcher and Senior Model Risk Analyst at Western Alliance Bank, specializing in quantitative model validation and applied research. He earned his PhD in Finance and MS in Economics from the Georgia Institute of Technology. His research focused on municipal bonds and financial econometrics.

article thumbnail

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