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Unverified filings list Tesla CFO as treasurer of new Musk political party

CFO Dive

The documents filed with the Federal Election Commission — one of which Elon Musk has decried as false — could indicate a blurring of the Tesla finance chief’s professional boundaries.

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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e., without a scheduled sunset) the lower individual tax rates enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA), increasing the estate and gift tax exemption (which was scheduled to revert to approximately $7.14 million next year) to $15 million in 2026, and raising the limit on the

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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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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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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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Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

CFA Institute

Mark J. Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar plans.

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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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MiB: Kate Moore, Citi Wealth CIO

The Big Picture

 This week, I speak with Kate Moore , chief investment officer at Citi Wealth. We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.

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#366 – Leading Practices in Treasury: Strategies for Unforeseen Challenges

Strategic Treasurer

Episode 366 Leading Practices in Treasury: Strategies for Unforeseen Challenges In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times.

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No tax on Social Security benefits? Not quite true.

Tips Watch

By David Enna, Tipswatch.com I sometimes watch too much CNN (stop me!

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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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Senate Republican deals blow to compromise AI proposal

CFO Dive

A modified proposal to pause state AI regulation is still “not acceptable,” Sen. Marsha Blackburn asserted Monday, rejecting revised language that reduced the moratorium to five years.

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Built by Ghosts: How Past Leaders Still Run the Finance Office 

CFO Talks

Built by Ghosts: How Past Leaders Still Run the Finance Office No one arrives in the CFO seat without help. Somewhere along the line, someone gave you a break. Someone shared context you weren’t yet ready to see. Someone offered a challenge you didn’t yet know you could handle – and then stood back to let you rise. We tend to credit experience, qualifications, and technical mastery for career progression in finance.

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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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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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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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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: • JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two : Offering creditors a deal that would leave them with billions less than they were owed, despite the notes having an investment-grade rating.

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Massachusetts CPA bill backers push to avoid outlier status

CFO Dive

As a growing band of states have passed laws lowering barriers to CPA licensure, proponents of similar legislation in Massachusetts don’t want to be left behind.

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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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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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Bracing up for a competitive and digitally integrated payments environment

Future CFO

The battle to combat fraud, while fostering trust and enabling a secure digital engagement has been greater now, considering how more and more users are turning to digital transactions. Finance leaders, as they look forward and plan ahead for their organisations, are expected to look into diverse opportunities while ensuring to inspire greater confidence for growth and value creation– all these amid the changes in the payments landscape.

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10 July 4th Reads

The Big Picture

My 3 (4?) day weekend WFB reads: • For ‘Jaws’ fans, there is no bigger island than Martha’s Vineyard. Fifty years after the release of the summer blockbuster, many visitors won’t go in the water. ( Washington Post ) • The dollar’s recent decline is not about ‘safe haven’ status : Confidence in the dollar system had a bad shock in April, after the president’s absurd Rose Garden performance on “liberation day”.

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From gatekeeper to coach: Xactly CFO’s finance, operations merge

CFO Dive

Being an effective operational leader, as well as finance chief, requires CFOs to cultivate an “unhealthy degree” of curiosity, Xactly’s Jason Godley advises.

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BILL Launches Supplier Payments Plus to Revolutionize SMB-to-Supplier Payments

Trade Credit & Liquidity Management

From a Press Release dated June 30, 2025, San Jose, California BILL, a financial operations platform for small and midsize businesses (SMBs), recently announced the launch of BILL Supplier Payments Plus. This new solution is designed to transform the payments experience between enterprise suppliers and SMBs by making it easier and faster for large suppliers to receive and record payments from thousands of SMBs.

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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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Data validation best practices and techniques for finance teams to know

Cube Software

What is data validation? Data validation is the process of verifying that financial data is accurate, consistent, and formatted correctly before it is stored or used. It ensures that numbers align with predefined standards, eliminating discrepancies that could distort financial reports or lead to compliance issues.

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Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience: #FASuccess Ep 444 With Libby Greiwe

Nerd's Eye View

Welcome everyone! Welcome to the 444th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Libby Greiwe. Libby is the founder of The Efficient Advisor, a financial advisor coaching and consulting business based in Loveland, Ohio, that's focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress.

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​ION wins “Best Sell-Side OMS” at Capital Markets Technology Awards APAC 2025

Reval

​LONDON – 07 July 2025: ION, a global leader in trading and workflow. The post ​ION wins “Best Sell-Side OMS” at Capital Markets Technology Awards APAC 2025 appeared first on ION.

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Wealthy Behavior

The Big Picture

Good conversation with Sammy Azzous: Barry blends behavioral finance with data analysis to uncover some of the most common (and costly) investing mistakes — and how to steer clear of them. Tune in for actionable takeaways on failing better, managing market noise, and navigating the world of financial “experts.” Plus, Barry explains why the childhood advice “Don’t take candy from strangers” also holds true for grown-up investors.

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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.