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.
CFA Institute
JULY 8, 2025
Mark K.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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
CFO News
JULY 9, 2025
Sebi may shift to fortnightly index options expiry to curb rising volumes and expiry-day manipulation, following the Jane Street fallout. Despite curbs, turnover remains high. A decision will hinge on near-term data. Regulatory scrutiny has already impacted related stocks.
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 10, 2025
From Gut Feel to Real-Time, Why CFOs Must Build Finance Teams that Think in Dashboards There was a time when the finance function was purely backward-looking. Month-end meant printing reports, stacking spreadsheets, and explaining the past. But that era is gone, and frankly, good riddance. Modern CFOs are expected to know what’s happening in the business right now, and even more importantly, what’s likely to happen next.
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.
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.
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 7, 2025
SAP’s payment solutions enable real-time visibility into transactions, ensure seamless compliance with regulation, provide cost saving and risk minimization opportunities.
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.
CFA Institute
JULY 10, 2025
David Blanchett, PhD, CFA, CFP®, is managing director, portfolio manager, and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM, he was the head of retirement research for Morningstar Investment Management LLC.
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.
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
Tips Watch
JULY 5, 2025
By David Enna, Tipswatch.com I sometimes watch too much CNN (stop me!
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.
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.
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.
Advertisement
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
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
Tips Watch
JULY 9, 2025
By David Enna, Tipswatch.
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.
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.
Advertiser: Paycor
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.
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”.
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.
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.
CFO Dive
JULY 9, 2025
To figure out the golden balance between tech and talent spending, CFOs need to work more closely than ever with other C-suite leaders, Beamery’s Sultan Saidov said.
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.
Expert insights. Personalized for you.
276 
Let's personalize your content