E78 Partners

JANUARY 22, 2025

Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprecedented challenges. Without resilience, accounting operations risk becoming a bottleneck that undermines broader business objectives.

Accounting 52

Accounting Marketing Compliance Communication 52

CFO Thought Leader

MAY 15, 2025

He crafted plainspoken explanations of balancesheet strength, trained teammates to use them, and demystified insurance for clientssharpening differentiation and empowering every account manager to sell FMs capital story daily.

CFO 52

CFO Technology Prioritization Finance 52

Global Finance

MARCH 1, 2025

Brokerages including Sinolink Securities, Industrial Securities, and GF Securities quickly followed suit. Postal Savings Banks mobile app, Xiaoyou Assistant, answers account holder questions and Haain Banks chatbot specializes in marketing queries.

Banking 112

Banking Data Analysis Reconciliations Financial Data 112

CFO Strategic Partners

MARCH 22, 2025

5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury. 5 Keys to Staying Ahead of the Technology Curve with AI and Process Automation In today’s increasingly data-heavy finance arena, process automation is no longer a luxury.

Technology 52

Technology Leadership Auditing Prioritization 52

CFO News Room

DECEMBER 10, 2022

What Types of Accounts are Best for Compounding? Banks Savings Accounts. Most savings accounts, money market accounts, and certificates of deposit earn compound interest. Treasury securities, municipal bonds, and bond funds. Taxable vs. tax-deferred vs. tax-free accounts. 3) Money Market Accounts.

Investments 130

Investments Accounting Treasury Construction 130

CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

https://trustedcfosolutions.com/feed/

MARCH 22, 2023

Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accounting process to save the time and money spent on manual tasks on Quickbooks? With a growing business, it’s easy to outgrow the accounting systems you’ve relied on since the conception of your company.

Accounts Payable 108

Accounts Payable Accounting Invoicing Reconciliations 108

Future CFO

FEBRUARY 27, 2024

For the accountancy profession, transformation has always been a part of the process, let alone the manner of life. For Harding, the accountancy profession, through its history, has continually adapted and seized future opportunities. “A

Accounting 96

Accounting Finance Construction Technology 96

Global Finance

MARCH 2, 2025

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. But mostwell, allof the research into accounting fraud has focused on detection rather than prevention. We wanted to examine prevention.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Technology 98

Technology Compliance Securities Planning 98

Bramasol

NOVEMBER 11, 2024

Security and Compliance: As companies migrate to the cloud, they can rely on their cloud ERP provider to prioritize data security and regulatory compliance. Leading cloud providers invest heavily in security measures and compliance protocols to protect sensitive information. Efficiencies are the currency of modern capitalism.

SAP 103

SAP Compliance Leverage Invoicing 103

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Technology 98

Technology Compliance Securities Planning 98

https://trustedcfosolutions.com/feed/

JUNE 14, 2022

Cloud-based Accounting Solutions deliver the deepest and broadest accounting capabilities across the board, from payroll and HR to inventory tracking, tax filings, and currency conversions across multiple industries, designed to scale your organization and accelerate your business success. Enhanced Security. Fast Consolidations.

Accounting 98

Accounting Compliance Currencies Securities 98

CFA Institute

JUNE 10, 2025

Wojtek Buczynski, CFA, FRM , is a finance professional focused on emerging technologies (cloud and AI) strategy, regulation, and ethics in the financial services industry. His expertise extends to pioneering data-driven supervisory approaches, leveraging big data technologies, advanced analytics, machine learning, and artificial intelligence.

Investments 78

Investments Education Leadership Healthcare 78

Bramasol

SEPTEMBER 29, 2023

Driven by sweeping changes such as digital transformation, globalization of markets, the subscription-based Digital Solutions Economy™ (DSE), carbon-accounting mandates, a rising emphasis on artificial intelligence, and other disruptive trends, the role of Chief Financial Officer (CFO) is undergoing radical transformation too.

Technology 100

Technology IFRS SAP Compliance 100

Global Finance

DECEMBER 26, 2024

I started in public accounting at Ernst & Young, where we did everything manually. Technology quickly took off. This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. You really have to be flexible and adapt because things move much faster than they used to.

CFO 98

CFO Restructuring Math Finance 98

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Global Finance

JUNE 9, 2025

Innovations In Finance Globally From Latin America Best-in-Class Payroll Onboarding Process| BANAMEX To eliminate manual tasks, data errors, and cumbersome processes, Banamex introduced Remote Account Opening Payroll, which connects employees with their employers through a fully digital self-service onboarding process.

Compliance 59

Compliance Banking Economics Leverage 59

Centage

SEPTEMBER 6, 2022

While there are many alternatives to spreadsheets, some organizations still consider them an important part of their accounting procedures. The familiarity of spreadsheets and their ease of use mean many employees are happy to keep working with them, even though they may create serious security risks.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

Global Finance

JUNE 5, 2025

Global Finance: How have technology and innovation transformed banking in Latin America? Rafael Ernesto Barrientos Interiano : Technology and innovation have broken down geographical barriers, reduced wait times, and offered more personalized and secure services. GF: Where do technology and innovation have the greatest impact?

Leadership 52

Leadership Banking Securities Finance 52

Global Finance

JUNE 9, 2025

It has improved the retail-user experience at the bank by reducing previously long wait times for account information. Meanwhile, the bank introduced a new version of its mobile banking app that integrates banking, securities, property insurance, and life insurance services.

Prioritization 52

Prioritization Transportation Banking Finance 52

CFO Leadership

OCTOBER 10, 2023

This technology offers unprecedented rewards, but it also presents new risks that we all must navigate. AI in the “Real World” While these powerful tools seem to have a near mastery of natural language communication, they are not necessarily designed to possess many of the skills required by finance and accounting professionals.

Accounting 95

Accounting Finance Auditing IFRS 95

CFO Talks

OCTOBER 2, 2024

Chinese Study highlights limitations on IAS 38, accounting for intangible assets A recent study from China highlighted the limitations of IAS 38 —the International Accounting Standard that governs intangible assets—and its impact on innovation, particularly in high-tech industries.

Accounting 98

Accounting CFO Economics Accounting Standards 98

CFO Plans

NOVEMBER 18, 2024

By demonstrating a commitment to accountability, organizations can significantly boost stakeholder confidence. Discover How to Lead with Financial Accountability. This positions an organization as a leader in financial accountability leadership , setting a standard for others in the industry to follow.

Communication 52

Communication Finance CFO Prioritization 52

Global Finance

JUNE 9, 2025

Most Innovative Financial Technology Company in Central and Eastern Europe| INPOST PAY Poland’s InPost Pay has developed an online app that streamlines customers’ online shopping experience by combining payments and deliveries on a single unified platform. Tatra banka’s aim was to extract information, dates, and account amounts.

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

Global Finance

JUNE 9, 2025

Customers can use various functions across digital channels to easily transfer funds to mobile wallets or cash from prepaid cards to Nedbank accounts. To strengthen the bank’s cybersecurity, it implemented a mechanism that binds each of a customer’s accounts to a specific device through a unique identifier.

Leverage 52

Leverage Banking Accounting Risk Management 52

Future CFO

FEBRUARY 9, 2023

The accounting talent crunch for employers might remain from the next couple of years. More than 8000 professional accountants from 148 countries were asked in the survey about the concerns they held around work in the future as well as aspirations for their careers, said ACCA.

Accounting 86

Accounting Technology Securities 86

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. As the Finance function traverses 2025, the challenges of yesteryear weigh on CFOs' shoulders.

Finance 91

Finance Problem Solving Technology Communication 91

Global Finance

JUNE 9, 2025

Additionally, the bank’s X-Border API enables other banks to automatically send payment instructions to Societe Generale in 40 different currencies from a single account, benefiting from a guaranteed rate for 20 minutes after obtaining the quotation.

Forecasting 59

Forecasting Cash Management Compliance Currencies 59

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards.

IFRS 92

IFRS Accounting SAP Compliance 92

CFO Thought Leader

OCTOBER 28, 2024

.” Through these efforts, Eckstein began to repair the business unit’s trajectory, validating that accountability and decisive action are essential to strategic leadership. “To become a CFO, focus on building a strong foundation in finance, accounting, and strategic management. David Eckstein: Absolutely.

Leadership 64

Leadership CFO Finance Compliance 64

Global Finance

DECEMBER 27, 2024

Government data show the mining sector accounts for 9.1% Magnis Energy Technologies, which also has interests in graphite mining, is relishing a deal with electric vehicle giant Tesla for the purchase of up to 35,000 metric tonnes of anode active material annually for three years starting in early 2025. Inflation (2024, projected): 3.2%

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

Global Finance

DECEMBER 9, 2024

Naveed Anwar, head of platforms and data services, Treasury and Trade Solutions, Citi Services, explains how banks are becoming more agile by embracing disruptive technologies. Naveed Anwar: I spent most of my career working with well-known technology companies, including Netscape, AOL, PayPal and eBay.

Treasury 59

Treasury Invoicing Banking Accounting 59

Global Finance

JUNE 13, 2025

Also, CATL’s Hong Kong listing “shows growing confidence in zero-carbon technologies and the companies building them,” Kapil Dhiman of Quranium said. CATL’s Hong Kong listing proceeds would be utilized for factory construction in foreign markets—accounting for 30% of its total revenue.

Marketing 59

Marketing Construction Technology Finance 59

Bramasol

APRIL 29, 2025

Healthcare providers can pay monthly fees for the use of the equipment, which includes regular maintenance, software updates, and access to the latest technology without worrying about large upfront capital expenditures. This software would be updated regularly with new features, AI-driven insights, and security patches.

SAP 81

SAP Leverage IFRS Healthcare 81

Global Finance

OCTOBER 30, 2024

QIA, established in 2005 with the target to create long-term value, invests across nine sectors: retail and consumer; technology, media and telecoms (TMT); liquid securities; infrastructure; financials; funds; healthcare; industrials; and real estate. As we roll into 2025, we’ll have the core accounting platform in place.

CFO 52

CFO Finance Healthcare Investments 52

PYMNTS

JANUARY 26, 2021

marked its third anniversary of adopting its open banking framework, making it the leading market to drive the concept of unlocking customers’ bank account data for integration with third-party solution providers. to bring its blockchain-powered corporate trade financing technology into the entity. Last week, the U.K.

Banking 142

Banking Reconciliations Financial Data B2B 142