CFO Dive

JUNE 4, 2025

The stock sales come as Tesla’s European sales declined by 53% in April compared to the previous year.

Sales 277

Sales CFO 277

Musings on Markets

JUNE 2, 2025

I was on a family vacation in August 2011 when I received an email from a journalist asking me what I thought about the S&P ratings downgrade for the US. Since I stay blissfully unaware of most news stories and things related to markets when I am on the beach, I had to look up what he was talking about, and it was S&P's decision to downgrade the United States , which had always enjoyed AAA, the highest sovereign rating that can be granted to a country, to AA+, reflecting their concerns a

Marketing 116

Marketing Currencies Treasury Economics 116

CFO Dive

MAY 29, 2025

The “Agentforce” tool is also now producing $100 million in average order value, CEO Marc Benioff said.

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Barry Ritholtz

MAY 29, 2025

Sometimes, the data is so overwhelming that little commentary is needed. From SPIVA , here is the data on large-cap fund performance in the United States, showing the percentage of all large-cap funds that over and underperformed the S&P 500 over various time frames: 1 Year: 65.24% of funds underperformed the S&P 500; 34.76% outperformed the S&P 500 3 Years: 84.96% underperformed; 15.04% outperformed 5 Years: 76.26% underperformed; 23.74% outperformed 10 Years: 84.34% underperformed;

Benchmarking 122

Benchmarking Construction Planning Technology 122

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

Accounting Firms

Nerd's Eye View

JUNE 3, 2025

Welcome everyone! Welcome to the 440th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nina Hajjar. Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

Planning 96

Planning Investments 96

Barry Ritholtz

JUNE 3, 2025

I’m on the road visiting our new office in Chicago and then heading to meet clients in San Francisco. However, after hearing some misinformation on TV from the usual suspects, I felt compelled to remind people of some key facts about the US debt and deficits. For a period of ~20 years, beginning after the September 11th attack, accelerating after the GFC, and running up until the 2022 rate hikes, the United States enjoyed incredibly low interest rates.

Treasury 113

Treasury Finance Economics Marketing 113

The Charity CFO

JUNE 4, 2025

Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser “Fundraising is not sales. Thats what I told myself for years… And then I left the nonprofit world and entered the for-profit sectorand I realized just how wrong I was.” – Aaron Landis In this episode of A Modern Nonprofit Podcast , Tosha sat down with Aaron Landis, Director of Business Development at The Charity CFO and a former Director of Corporate Partnerships at Habitat for Humanity in Aust

Sales 69

Sales Nonprofit CFO Forecasting 69

Future CFO

JUNE 1, 2025

Treasury operations in Asia, particularly Southeast Asia, in 2025 and 2026 are navigating a complex and evolving landscape shaped by economic, geopolitical, and technological forces. The region is experiencing easing inflation and interest rates yet remains challenged by heightened geopolitical tensions, especially between the US and China, which impact currency volatility and supply chain strategies.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

CFO News

JUNE 4, 2025

Due to strong GDP growth and policy continuity, registration of companies and limited liability partnerships (LLPs) in the country surged by up to 37 per cent in May.

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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

Accounting

CFO Dive

JUNE 3, 2025

Understanding price elasticity at both the category and product level is now essential to effective pricing, an author and consultant who specializes on pricing writes.

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Global Finance

JUNE 3, 2025

The North African kingdom has adapted quickly to the digital age. In 2020, the Agency for Digital Development published a roadmap listing digital infrastructure as a priority. Since then, incentives have been put in place for the sector, including tax cuts and exemptions in the National Charter of Investment. The desire for data sovereignty has also contributed to the boom in data centers.

Banking 59

Banking Finance Investments Marketing 59

E78 Partners

MAY 29, 2025

How middle-market PE firms are redefining the CFO role to maximize returns in an increasingly complex investment environment The private equity playbook is shifting. With average hold periods extending to 5.2 yearsup from 3.1 years a decade agoand deal multiples remaining elevated despite market volatility, the pressure on portfolio companies to deliver sustained value creation has intensified.

CFO 52

CFO Valuation Investments Leadership 52

CFO Talks

JUNE 3, 2025

Before You Forecast the Future, Figure Out Who You Are! The CFO is not just the gatekeeper of financial data. They are the driver of strategy, the guardian of governance, and the voice of reason when the business wants to leap without a plan. In this high-stakes space, your technical expertise will get you a seat at the table. But it is your self-awareness, your ability to understand and lead yourself, that keeps you there and earns you influence beyond the numbers.

Forecasting 52

Forecasting Leadership CFO Numbers 52

Advertiser: Paycor

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CFO News

JUNE 2, 2025

U.S. prosecutors are investigating whether companies linked to Indian billionaire Gautam Adani illegally imported Iranian liquefied petroleum gas (LPG) into India via the Mundra port, potentially violating U.S. sanctions. The U.S. Justice Department is reportedly reviewing the activity of these tankers, which supplied LPG to Adani Enterprises. Adani has denied any involvement in sanctions violations or trade with Iranian-origin LPG and stated it is unaware of any such investigation.

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CFO Dive

JUNE 2, 2025

Accounting has historically drawn more students during times of economic uncertainty or downturns, according to Hofstra University's Jack Castonguay.

Accounting 270

Accounting Economics 270

Global Finance

JUNE 3, 2025

The IMF estimates that Central America will grow by 3.9% this year, the Caribbean is predicted to see a tourism bounce, and the region is setting global standards, according to Boston Consulting Groups managing director, Saurabh Tripathi. “Like many emerging markets, Latin America is a hotbed of financial innovation,” said Tripathi to Costa Rican newspaper La Repblica. “In fact, some of the most cutting-edge developments in global banking originate [in Latin America].

Benchmarking 59

Benchmarking Banking Marketing Finance 59

Tips Watch

JUNE 2, 2025

By David Enna, Tipswatch.com Long-time readers of this site know when I go on holiday, bad things happen. There’s consistently a debt crisis overload, a banking crisis, housing collapse, Fed reversals, lavish tariff announcements and roll-backs, etc.

Banking 56

Banking Treasury Investments Finance 56

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.

Accounting

CFO Talks

JUNE 3, 2025

Predictive Finance, Ethical Leadership, and Public Sector Innovation: Lessons from SAQA CFO Innocent Gumbochuma In the latest episode of CFO Club Conversations , we had the privilege of speaking with Innocent Gumbochuma, Chief Financial Officer of the South African Qualifications Authority (SAQA) and the 2024 Public Sector CFO of the Year. Innocents approach to finance is a masterclass in leadership that bridges agility, ethics, and innovation, especially in the demanding environment of the pub

Leadership 52

Leadership CFO Finance Auditing 52

Trade Credit & Liquidity Management

JUNE 2, 2025

In today’s competitive business environment, the credit department’s primary value lies in its ability to facilitate sales in alignment with company forecasts and objectives, not just to minimize risk, but to actively support growth. Building a strong, collaborative relationship between credit and sales is essential for maximizing revenue, managing risk, and delivering on company goals. “Credit management is an essential support system for the company’s sales efforts; wit

Sales 52

Sales Prioritization Communication Problem Solving 52

CFO Dive

JUNE 2, 2025

With planning now a constant on the CFO’s to-do list, AI can help finance chiefs ease critical communication gaps between platforms, Cube CEO Christina Ross said.

Communication 265

Communication Finance CFO Planning 265

Global Finance

JUNE 4, 2025

Global Finance: If we look at what people are transacting on blockchains today, its not primarily bitcoin but stablecoin, a type of cryptocurrency designed to maintain a stable value over time. Does this surprise you? Paul Brody: The ability of people to pay each other in dollars is hugely valuable. And to give you a sense of how big stable- coin dollars have become, last month the ethereum blockchain ecosystem did $2 trillion in stablecoin payments, over 99% of which were in US dollars.

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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.

Finance

CFO News

MAY 29, 2025

Indias retail inflation declined between April and August 2024 but saw a rebound in September and October, primarily due to a sharp rise in food prices, especially in vegetables and edible oils. This spike was followed by a moderation in food inflation from November 2024 to March 2025, supported by the arrival of the winter harvest. Meanwhile, fuel prices continued to remain in deflation, largely due to a decline in liquefied petroleum gas (LPG) prices.

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Retail 59

CFO Talks

MAY 29, 2025

You Cannot Lead If You Are Still Closing Last Months Book The finance function is not judged by how well it reports the past, but by how quickly it can help the organisation move forward. Businesses do not just want accurate numbers. They want insight, delivered when it matters, in a way they can act on. And they expect it from the CFO. A finance team that cannot keep up is seen as an operational risk.

Finance 52

Finance CFO Compliance Forecasting 52

Nerd's Eye View

JUNE 4, 2025

When a financial advisor transitions from one firm to another, they're often offered incentives by the new firm based on how much client revenue they bring with them. The challenge, however, is that advisors generally don't have the legal authority to simply transfer clients to a new firm. Because client relationships are technically "owned" by the firm – not the individual advisor – any transition requires clients to take action to shift from one firm to the other.

Compliance 52

Compliance Planning 52

CFO Dive

JUNE 4, 2025

Rohini Jain is set to become Bill’s finance chief in July, replacing John Rettig who will assume the role of president and chief operating officer.

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CFO Finance 249

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.

Finance