CFO Dive
JUNE 11, 2025
Finance chiefs need to hone their data skills in an era when they are increasingly looked at not just as strategic leaders, but “innovation champions,” Payoneer CFO Bea Ordonez said.
Navigator SAP
JUNE 13, 2025
Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.
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CFO Dive
JUNE 9, 2025
Tax and finance leaders need to agree on a clear tax transformation plan in the face of complicated cost and regulatory pressures, Deloitte’s Emily VanVleet said.
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in Middle East| ARAB BANK Acabes, Arab Bank’s in-house development factory, enabled the bank to launch an updated version of its Reflect banking app in 2024. Reflect benefits from a host of new digital features, including multicurrency subaccounts for deposits, savings, and payments. Customers can also use Salary Transfer and instant transfer features with these currencies.
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
The Big Picture
JUNE 9, 2025
I grew up in the generation of latchkey kids: Both parents worked; you came home from school, fixed yourself a quick bite, then ran off to the playground for some stick- or b-ball. We weren’t wildly overscheduled; we didn’t have 20 hours a week of school events, after-school activities, and projects. We were (mostly) on our own. This led to a generation of parents who recognized the risks all this unsupervised play created.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Global Finance
JUNE 9, 2025
You wouldn’t think that the quipu—an abacuslike system of knotted cords used by the Incas for record keeping—would have much application to the breakneck adoption of artificial intelligence among financial institutions (FIs). But a Colombian financial-services company nurtured by Bancolombia Ventures harkens to that system. Quipu deploys AI-powered analyses of alternative data to determine the creditworthiness of microbusinesses.
CFO News
JUNE 13, 2025
The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.
Bramasol
JUNE 9, 2025
Simplifying Revenue Recognition with SAP S/4HANA Cloud Public Edition: Introducing Universal RevRec In today's fast-evolving digital economy, revenue recognition is no longer just about compliance—it’s a strategic capability that drives insight, accountability, and business agility. As organizations deal with increasingly complex revenue streams across sales, services, subscriptions, and projects, the need for a flexible, scalable, and industry-tailored revenue recognition solution has never bee
CFA Institute
JUNE 9, 2025
D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.
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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 13, 2025
Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in Western Europe | SOCIETE GENERALE Societe Generale’s Global Transaction and Payment Services division has launched several new innovations to reduce their corporate clients’ workload. These include IKAR, a Gen AI chatbot for cash management product-documentation inquiries; and the Digitrade Tool, which uses advanced data analytics, including algorithms and pattern recognition, to personalize the document-checking process.
CFO News
JUNE 8, 2025
Mizuho Financial Group is set to acquire KKR-backed Avendus Capital for $700 million, marking Mizuho's largest investment in India. The deal involves KKR's exit and will give Mizuho up to 70% ownership. Avendus founders, excluding Ranu Vohra, will remain invested and manage the company, continuing its operations across financial services in India, the US, and Singapore.
Nerd's Eye View
JUNE 10, 2025
Welcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. What's unique about Leila, though, is how she helps firms navigate the increasing compliance burdens that can arise as they grow in size and complexity to ensure they remain in line wit
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CFO Talks
JUNE 12, 2025
From Red to Black: CFO Strategies That Drive Organisational Turnarounds When an organisation faces financial distress, the Chief Financial Officer becomes a pivotal figure in determining whether the business continues to decline or begins the path to recovery. Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue.
CFO Dive
JUNE 13, 2025
Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.
Global Finance
JUNE 9, 2025
Regional Winners Most Innovative Bank in North America | BANK OF AMERICA Bank of America’s (BofA’s) dedication to improving customer experience is evident in the 12% increase in digital interactions by clients last year, reaching a recordbreaking 26 billion interactions. Corporate clients made over $1 trillion in payment approvals on the bank’s CashPro app in 2024—a 25% increase year on year.
CFO News
JUNE 9, 2025
CBIC has amended its earlier circular mandating Document Identification Number (DIN) for show cause notices and GST orders, stating that DIN is not required if the notice is issued through the GST portal and already carries a reference number.
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.
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.
Trade Credit & Liquidity Management
JUNE 9, 2025
When reviewing a company’s financial statements to determine an appropriate credit limit, there are a multitude of things to consider. Trends related to revenue, profit, and equity, for example. Reviewing the relationship between key financial factors enables you to dig into the details and have a better perspective on how a company is performing.
CFO Dive
JUNE 10, 2025
“In an era defined by tighter margins, speed of business, faster tech shifts and higher expectations, the role of the CFO is evolving,” the software firm said.
Global Finance
JUNE 9, 2025
Regional Winner Most Innovative Bank in Latin America| BANCO BRADESCO Banco Bradesco has incorporated innovative Gen AI applications into its operations to modernize services and processes. By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The Bridge platform integrates services to optimize banking applications from different business areas, eliminating the need for subject-matter expertise.
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.
CFO Thought Leader
JUNE 9, 2025
In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration.
CFO Talks
JUNE 8, 2025
The Budgeting Process Is Broken-Here’s How to Fix It If you are a CFO, you have likely outgrown the old budgeting drill. Once-a-year spreadsheets. Static assumptions. Hoping nothing changes too much. That approach belongs to a world that no longer exists. Markets shift. Costs rise. Customers change direction. Disruption hits before the board even signs off on the plan.
CFA Institute
JUNE 11, 2025
Penman and Pope refine classic value investing through the lens of financial statements.
CFO Dive
JUNE 9, 2025
Federal Reserve Bank of New York survey results are more upbeat than others that highlight consumer anxiety that tariffs will push up price pressures.
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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