CFO Talks

MAY 2, 2025

How CFOs Are Turning Treasury into a Strategic Growth Engine If youre still treating your treasury function like a glorified savings account, youre leaving strategic valueand hard cashon the table. What Every CFO Needs to Lead On Smart investment strategy starts with asking: Whats the purpose of this money? Thats not a strategy.

Treasury

Global Finance

DECEMBER 9, 2024

Paula Leynes Felipe: In many of the markets where we work, theres a recognition of the need for reform; countries are aware that only through a robust, well managed banking system can outside investment be attracted back. In regard to country comparisons, South Africa is a huge financial market, accounting for US$400 billion.

Marketing

CFO Talks

NOVEMBER 25, 2024

It’s when you’re forced to weigh conflicting priorities—profit versus integrity, loyalty versus legality, or personal values versus organisational goals. What’s at Stake: Misrepresentation might boost short-term results but exposes the company to legal liabilities, loss of investor confidence, and reputational harm.

Leadership

The Finance Weekly

JANUARY 13, 2025

Return on Equity (ROE) is one of those go-to metrics that financial leaders and investors love to use when figuring out how well a company turns shareholders' equity into profits. At its core, ROE measures how efficiently a company uses its net assets (shareholders' equity) to generate profit. What Is Return on Equity (ROE)?

Profit and Loss

Global Finance

JUNE 9, 2025

Regional Winners Most Innovative Bank in Central and Eastern Europe| AKTIF INVESTMENT BANK Aktif Investment Bank, Turkey’s largest privately owned inves tment bank, has applied AI to boost internal bank processes. Akbank reports that its gross profits have ballooned since the launch. Since the revamp, the app has had 4.8

Profit and Loss

CFO Talks

FEBRUARY 11, 2025

At its heart, corporate governance is built on four key principles: accountability, transparency, fairness, and responsibility. Accountability: Leaders Must Answer for Their Decisions One of the most important aspects of good governance is accountability. A famous example of poor transparency is the Enron scandal of 2001.

Profit and Loss

Trade Credit & Liquidity Management

JULY 28, 2025

Most importantly, trends related to revenue, profit, and equity, for example. Look for any income, expense, or accounting item that is recorded after the calculation of operating income or net income. Interest Income: Interest earned on cash reserves or investments is often recorded below the lines.

Financial Analysis

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval. Continuously refine models with updated data.

Financial Planning and Analysis (FP&A)

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

Financial Modeling

CFO Talks

JUNE 12, 2025

Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue. In the early stages of a turnaround, a finance leader often needs to challenge long-held assumptions about the profitability of business units, the viability of projects, and the cost of continuing legacy operations.

CFO

E78 Partners

NOVEMBER 18, 2024

Loss of Stakeholder Confidence: Investors and clients may become wary during leadership changes, which can cause fluctuations in stock prices or contract renewals. Operational Disruptions: Leadership changes can lead to shifts in priorities, potentially derailing key projects and impacting profitability.

Leadership

Global Finance

AUGUST 5, 2025

” Raphael Savalle , former CFO at Weleda Firms using AI in accounts payable, for example, are enjoying at least a $3 million return on investment (ROI) over five years from improved forecasting and stronger fraud prevention, according to the report. . “It’s not about replacing human judgment but extending it.

Finance

CFO Plans

MARCH 17, 2025

Flipping real estate properties is an enticing venture, promising substantial profits for those who master its intricacies. This includes employing detailed House Renovation Budget Tips, which not only help in setting a realistic budget but also ensure you stick to it, accounting for unexpected expenses with a contingency fund.

Profit and Loss

CFO Talks

JUNE 11, 2025

Leadership teams could not reliably distinguish between profitable and loss-making divisions. In practice, however, it can dilute accountability and create internal friction. Once this clarity was restored, the leadership could begin making rational, data-driven decisions about where to invest and what to discontinue.

Leadership

CFO Talks

AUGUST 6, 2025

But in the back of your mind, you know the hard work starts now, because you, as CFO, are the one who must bring order to financial chaos in a world that speaks many accounting languages, follows different rules, and operates on different calendars. Everyone’s excited. Welcome to cross-border CFOing. It’s complex, risky, and demanding.

Foreign Exchange

CFO Thought Leader

MAY 21, 2025

When a restaurants weekly salmon order suddenly spikes in price, EmmaWhelan wants chefs adjusting menus the next morningnot tallying losses a month later. Because invoices flow automatically into the accounting system, managers no longer spend evenings entering data. Her strategic priorities echo the same urgency.

CFO

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Profit and Loss

Musings on Markets

FEBRUARY 18, 2025

The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

Marketing

Musings on Markets

NOVEMBER 7, 2024

In the words of Nassim Taleb , opinionated people with no skin in the game can make outlandish predictions, often with no accountability. Market Manipulation : The history of financial markets also includes clear cases where markets have been manipulated, to deliver profits to the manipulators.

Marketing

CFO Plans

FEBRUARY 17, 2025

It’s imperative to track financial health indicators, such as cash flow statements, balance sheets, and profit and loss accounts. Investing in Financial Planning for Expansion Work with financial experts to create a comprehensive financial plan that supports your growth objectives.

Cash Flow Forecasting

The Charity CFO

DECEMBER 23, 2024

Successful nonprofits and for-profit businesses alike use a variety of key performance indicators (KPIs) to help track their organizations performance. When an organization achieves more than 120 days of cash on hand, it should consider investing excess cash reserves to yield additional income.

Nonprofit

Global Finance

OCTOBER 29, 2024

Rapid rate hikes by the US Federal Reserve (the Fed), European Central Bank (ECB), and other authorities enabled banks to raise their own interest rates faster than their deposit rates, leading to an avalanche of net interest income and record profits. Loss rates on credit cards and auto loans look unsustainably low,” he comments.

Banking

E78 Partners

JUNE 16, 2025

Lack of Post-Close Accountability: When integration becomes a side initiative instead of a core leadership priority, execution suffers. Without clear accountability, performance tracking, and executive sponsorship, initiatives drift and value erodes. Within two years, the division was sold at a major loss.

Mergers and Acquisitions (M&A)

Global Finance

MAY 16, 2025

Collaboration – with partners both inside and outside the traditional insurance industry – is becoming a necessity for a global business that has absorbed $154 billion in insured losses generated by natural catastrophes last year alone. “Pulling out of a market is not a decision that anyone is going to make lightly.”

Profit and Loss

Barry Ritholtz

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. Because you were not just in the investing side, correct. As baby analysts.

Mergers and Acquisitions (M&A)

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments

CFO Dive

JUNE 23, 2025

Specifically, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), leveraged the Tax Code to drive economic support to businesses in the form of employee retention tax credits, increased interest expense deductions, and net operating loss carryback rules, among others. Most Popular Intel alum to get $1.9M

Tax Planning

The Big Picture

JUNE 16, 2025

I wanna, I want to get into some of the details before we start talking about markets and investing. And so I was going to have to invest and save on my own account to accomplish that. And I discovered that when you’re writing about investing, one of the key subjects that you have to nail down is the history of finance.

Math

Barry Ritholtz

MAY 6, 2025

And I kept roughly half the profits and there was no training. Oh my God profit. Not, not for me, $500 trading profit. Not, not for me, $500 trading profit. So vol of o of the op, an option has premium, and that premium is the extra amount you pay for the right to have limited loss and unlimited gain.

Profit and Loss

Musings on Markets

JULY 18, 2025

In fact, I have steered away from saying much about bitcoin in recent years, though I did mention it in my post on alternative investments as a collectible (like gold) that can be added to the choice mix.

Currencies

Musings on Markets

MARCH 15, 2025

As businesses have globalized, consumers and investors have had no choice but to follow, and the things we buy (from food to furniture) and the companies that we invest in all reflecting these global influences. That crisis exposed the failures of the expert class, leading to a loss of trust that has never been recovered.

Investments

CFO Dive

JULY 22, 2025

Dive Insight: The vast majority (71%) of organizations believe their cyber risk levels are rising or holding steady, showing that many security investments are failing to move the needle, according to the blog post. Will the new sequel and the franchise’s drama help attract more young people to the accounting profession?

Finance

Global Finance

JULY 8, 2025

First the pause button goes on; capital investment is halted, hiring is halted,” he adds. This indicates that companies which have committed to investing are currently sticking to their plans, which is a positive sign. It is reported that some institutional investors, including hedge funds, have incurred losses.

Manufacturing

CFO Dive

JULY 31, 2025

In other words, the company’s ability to balance heavy AI investment with margin expansion shows it can scale efficiently into FY26, regardless of external challenges,” he added. Microsoft and other tech giants continue to bet heavily on AI as investors eagerly look for signs that its paying off.

CFO

CFO Dive

AUGUST 7, 2025

Other drivers include bankruptcies, technological updates, cost-cutting and financial losses. Peloton said it needs to cut payroll because operating expenses “remain too high, which hinders our ability to invest in our future.” million for its fiscal fourth quarter ended June 30, compared with a loss of $30.5 Published Aug.

CFO

CFO News Room

DECEMBER 10, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. That’s what compound interest can do with your savings and investments. The $26.28

Investments

CFO News Room

DECEMBER 29, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? With that in mind, I wanted to review some of my top suggestions for investing $30,000 in 2023.

Investments