CFO Dive
JULY 7, 2025
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.
Nerd's Eye View
JULY 4, 2025
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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CFA Institute
JULY 8, 2025
Mark K.
Trade Credit & Liquidity Management
JULY 9, 2025
From a Press Release dated July 2, 2025, Reston, VA Eftsure, a global leader in payment fraud prevention, has been named a Nacha Preferred Partner, joining a select group of technology providers recognized for advancing the ACH Network. Eftsure is designated as a Preferred Partner in three critical categories: Account Validation, Fraud Monitoring, and Risk and Fraud Prevention.
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.
CFO Selections
JULY 8, 2025
The relationship between business owners and their bankers is critical to maintain to ensure both short-term and long-term business health, and yet it's not talked about very often. H ow do you collaborate with your bankers during times of uncertainty? How do you make this critical relationship work to your benefit over the long term?
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO Talks
JULY 2, 2025
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.
CFA Institute
JULY 3, 2025
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.
Nerd's Eye View
JULY 9, 2025
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea
The Big Picture
JULY 4, 2025
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.
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.
CFO Dive
JULY 8, 2025
Since 2007 more foreign private issuers have opted to use IFRS accounting standards when filing U.S. financial reports, a Hebrew University of Jerusalem study found.
Strategic Treasurer
JULY 7, 2025
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.
Reval
JULY 7, 2025
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.
Tips Watch
JULY 5, 2025
By David Enna, Tipswatch.com I sometimes watch too much CNN (stop me!
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
CFO Talks
JULY 3, 2025
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.
CFO Dive
JULY 8, 2025
Many of AI’s benefits — better forecasts, faster decisions, stronger customer engagement — are difficult to quantify, writes Keystone.ai’s Aarif Nakhooda.
Global Finance
JULY 2, 2025
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;
The Big Picture
JULY 5, 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: • 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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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
Cube Software
JULY 3, 2025
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.
CFO Talks
JULY 8, 2025
Climbing the Ladder Without Changing Ladders It is easy to romanticise the modern finance career as a fast-paced journey filled with lateral moves, high-impact projects, and strategic leaps across industries. But behind many successful CFOs lies a very different story. One shaped by consistency, trust, and years of growth within a single organisation.
CFO Dive
JULY 8, 2025
Only 75 job cuts by U.S.-based employers in the first half of the year were explicitly attributed to AI, according to Challenger, Gray & Christmas. The outplacement firm suspects the number is higher.
Future CFO
JULY 4, 2025
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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The Big Picture
JULY 4, 2025
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”.
Trade Credit & Liquidity Management
JULY 9, 2025
The landscape of business bankruptcies in the United States has undergone dramatic shifts in recent years, shaped by a complex interplay of economic forces and policy interventions. After a post-pandemic low, commercial bankruptcy filings have continued to grow.
Nerd's Eye View
JULY 8, 2025
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien
CFO Dive
JULY 2, 2025
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.
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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