CFO Thought Leader

JUNE 17, 2025

His CFO career roughly divides into two decade-long tenures: first helping scale a digital advertising firm from $15 million to $250 million in revenue, and now serving as CFO of Bill, where he’s helped lead the company from startup to public market success.

CFO 59

CFO Finance Accounts Payable Advertising 59

CFO Dive

JUNE 23, 2025

Recognizing AI’s importance doesn’t always mean having end-to-end plans for putting it to use over that 18- to 36-month window, however. These same executives see more opportunities and greater relevance for AI in the medium-to-long term (the coming 18 months to three years) than in the short term (the next 18 months). or its subsidiaries.

CFO 237

CFO Risk Management SAP Compliance 237

Global Finance

APRIL 3, 2025

In fact, some experts believe that Chinas long-term political stability, strategic planning and focus on development, might ultimately make it the preferred partner. The Gulf is proving sophisticated and pragmatic in how it advertises deals, says Wright, including emphasizing those with US companies in an effort to appease Trump.

Economics 59

Economics Investments Manufacturing Strategic Planning 59

CFO Talks

JANUARY 30, 2025

Crafting Strategic Visions with Roger Castle In the latest CFO Club podcast, Leana van der Merwe sat down with Roger Castle, an accomplished CFO and finance expert with decades of experience across industries such as cloud management, online advertising, financial services, and telecommunications. These goals are the starting point.

Communication 52

Communication CFO Valuation Construction 52

CFO Thought Leader

JANUARY 13, 2025

Today, Patel channels these cross-functional experiences into his role as CFO of Thrive Market, combining rigorous long-term planning with a mission-driven focus on healthy, sustainable living. “Expand your role beyond planning and reporting by cultivating a deep, holistic understanding of the business model.

CFO 52

CFO Marketing Prioritization Finance 52

Barry Ritholtz

APRIL 8, 2025

Tell us what, what the career plans were. And, and I know it sounds a little bit like an advertisement, but I really believe that, Barry Ritholtz : Well the the next question, the obvious question is, who are the clients? Let’s assume that we are administering a stock plan for a large corporate client. Are they households?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

The Big Picture

JULY 15, 2025

What was the career plan? Richard Bernstein : So, the career plan was, was kind of foiled, I would say, six months after graduation. Alright, Barry Ritholtz : So you end up at what could be my favorite advertisement, which was the EF Hutton ads. Fiscal stimulus plans passed under Biden. Give feel free to name names.

Investments 57

Investments Numbers Economics Valuation 57

Barry Ritholtz

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

Investments 57

Investments Finance Education Marketing 57

Musings on Markets

FEBRUARY 12, 2025

Thus, if you have substantial general and administrative costs or incur large selling and advertising costs or if you spend money on R&D (which accountants mistakenly still treat as operating expenses), your operating income will be lower than your gross income.

Hurdle Rate 74

Hurdle Rate Accounting Investments Economics 74

Nerd's Eye View

APRIL 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President Trump's tariff announcement on Wednesday and the subsequent market decline have led many financial advisors to reassure clients that they are implementing their pre-determined plans for such circumstances.

Communication 86

Communication Advertising Investments Planning 86

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning 262

Tax Planning Planning CFO SAP 262

CFO Dive

JULY 11, 2025

© 2025 TechTarget, Inc. or its subsidiaries.

Marketing 110

Marketing CFO Treasury Leadership 110

Barry Ritholtz

JANUARY 19, 2025

Similarly, there are numerous problems with forecasting ( The Big Picture ) Fake Job Postings Are Becoming a Real Problem : One in five jobs advertised is fake or not filled, according to a new analysis; more soul-crushing than ever ( Wall Street Journal ) Price-fixing-as-a-service : The claim against healthcare cost-cruncher MultiPlan.

Healthcare 52

Healthcare Forecasting Advertising Finance 52

Barry Ritholtz

MAY 13, 2025

I want to talk about your time at Vanguard, but before I do that, bachelor’s in finance, MBA from Villanova Finance always was the career plan. Jack Bogle certainly was out in the industry and vocal, but at the firm level, you’re right, we didn’t do a lot of advertising. So there’s a whole succession planning.

Investments 52

Investments Leadership Communication Construction 52

CFO Dive

JUNE 16, 2025

Analysts predict 2030 prices to be around €150, steadily climbing into 2034 when CBAM is planned to be fully implemented. ERP software solutions simplify all aspects of CBAM management, from reporting and compliance to forecasting and financial planning. The EUA price in 2024 averaged around €65 per metric ton of CO₂.

CFO 256

CFO SAP Compliance Auditing 256

CFO Dive

JUNE 9, 2025

Because “we’ll fix it in Q4” isn’t a plan. You need systems that can: Flag classification risk before an invoice gets paid Forecast regulatory exposure in shifting markets Spot gaps in onboarding or missing documentation Detect changes in payment behavior or FX volatility At Papaya Global, AI helps us bring all of this into view.

Finance 274

Finance CFO SAP Compliance 274

CFO Dive

JULY 11, 2025

Poroch’s appointment is “another example of the strong, deep leadership bench we have built here at Southern Company and a testament to our robust, long-term succession planning,” CEO Chris Womack said in a statement included in the Friday release. “We million in non-equity incentive plan compensation, according to the company’s latest proxy.

Finance 154

Finance CFO Leadership SAP 154

CFO Dive

JUNE 16, 2025

Higher oil prices exacerbate the ongoing stagflation shock stemming from tariffs and immigration restrictions,” Sløk said, referring to how plans by President Donald Trump to deport undocumented workers would reduce the labor supply. The price of West Texas Intermediate crude oil surged to $77.68 © 2025 TechTarget, Inc.

CFO 121

CFO Compliance SAP Treasury 121

CFO News

JUNE 9, 2025

Musk initially explored raising funds in parallel with a merger of xAI and social media platform X, but that plan did not move forward, two of the people said. president plays out in public, sources familiar with the matter told Reuters.

Marketing 40

Marketing CFO Benchmarking Restructuring 40

CFO Dive

JUNE 17, 2025

We need to catch up with other states.” Penny Vaillancourt, director of Maine’s OPOR, in written testimony provided before a public hearing on May 7 said the OPOR was neither for or against the provisions of the bill that amended the education experience required for licensure. © 2025 TechTarget, Inc. or its subsidiaries.

CFO 224

CFO Compliance SAP Leadership 224

CFO Dive

JULY 2, 2025

Last month Kirkland’s said it is going forward with plans to consolidate real estate and then treat about 290 of its locations “as the foundational footprint for Kirkland’s Home, Bed Bath & Beyond Home, and Overstock.” The tie-ups are not just operational: These brands are also enmeshed to varying degrees. © 2025 TechTarget, Inc.

CFO 190

CFO Leadership SAP Compliance 190

Global Finance

APRIL 7, 2025

There are also tax credits related to sports sponsorships, which may benefit firms involved in the development of football stadiums through advertising partnerships. After Friedkin bought it in December, the club is planning a beautiful new stadium at Bramley-Moore Dock. This encourages investment in capital improvements, PwC argues.

Corporate Finance 99

Corporate Finance Finance Entertainment Investments 99

Global Finance

JUNE 16, 2025

Our business in Malaysia is centered on digital products, specifically in programmatic advertising, alongside a suite of broader digital marketing services,” says Daniël Heerkens, managing partner. “We We recognized a gap in the market— we went for it.”

Leverage 52

Leverage Economics Manufacturing Forecasting 52

Barry Ritholtz

MAY 18, 2025

My Sunday morning look at incompetency, corruption and policy failures: This New Investing Idea Isnt Right for Your Retirement Plan : Why dont alternative assets like private credit belong in your 401(k)? Avert your eyes! Let us count the ways. ( WSJ ) Can Bill Ackman create a modern-day Berkshire Hathaway?

Advertising 62

Advertising Investments Planning 62

CFO Dive

JUNE 11, 2025

In exchange, the U.S. will walk back threats to revoke visas for students from China, among other provisions. © 2025 TechTarget, Inc. or its subsidiaries.

CFO 216

CFO Compliance SAP Treasury 216

CFO Dive

JULY 9, 2025

On Tuesday, the president said he was planning to introduce tariffs of 50% on copper imports and levies “at a very, very high rate, like 200%” on pharmaceutical products, as reported by CFO Dive sister publication Supply Chain Dive. © 2025 TechTarget, Inc. or its subsidiaries.

CFO 146

CFO Risk Management SAP Compliance 146

CFO Dive

JUNE 12, 2025

The one bright spot in IT leaders’ plans is their ongoing commitment to AI,” BCG said in a report on the findings. Despite the current uncertainty, fully half say that they plan to expand their supplier base for this key technology in the near term.” © 2025 TechTarget, Inc. or its subsidiaries.

CFO 151

CFO Compliance SAP Leadership 151

CFO Dive

JULY 16, 2025

The interim CEO appointment comes as Renault looks to strengthen its cost reduction plan, after announcing it would be implementing additional measures to cut expenses in its first quarter earnings report in April, according to company releases. Renault plans to announce its H1 2025 results on July 31. billion, a 2.5%

CFO 139

CFO Leadership Compliance Treasury 139

CFO Dive

JUNE 25, 2025

Our board has been discussing succession planning for many years (even founders need to evolve!),” Hastings said in a statement at the time. At the time, the company said the change was “part of the natural evolution of our leadership structure and succession planning.” © 2025 TechTarget, Inc. or its subsidiaries.

CFO 146

CFO Leadership SAP Compliance 146

CFO Dive

JUNE 17, 2025

The company has also announced a number of sweeping changes and initiatives this year, including plans to create two new headquarters in Irvine, California and Plano, Texas, the company said in a February press release. Meanwhile, its net income fell 19% to $253 million, according to its earnings results. © 2025 TechTarget, Inc.

CFO 121

CFO Compliance Leadership SAP 121

CFO Dive

JULY 21, 2025

The higher prices from the planned tariffs and those announced this spring will likely set back the average U.S. Dive Insight: Following President Donald Trump’s announcement this month of 30% tariffs on imports from Mexico and the EU, consumers face an average effective tariff rate of 20.6% — the highest level since 1910 — and a 2.1%

Economics 202

Economics CFO Budgeting Treasury 202

CFO Dive

JULY 8, 2025

The CFO appointment comes shortly after the Durham, North Carolina-based company filed for Chapter 11 bankruptcy on June 30 as part of a restructuring plan aimed at reducing its debt and strengthening its capital structure, according to a press release at the time. The company is aiming to offload 70% of its debt or approximately $4.6

CFO 156

CFO Restructuring Manufacturing Leadership 156

CFO Dive

JULY 22, 2025

Win McNamee/Getty Images via Getty Images President Donald Trump is slated as the keynote speaker for a Wednesday artificial intelligence summit in Washington that is expected to coincide with his administration’s release of a long-awaited federal action plan on the technology. We do think that a federal framework is the right approach here.

Planning 139

Planning CFO Leadership Risk Management 139

CFO Dive

JULY 17, 2025

The news comes a day after Dollar General announced that Dilts was planning to resign effective Aug. 28 to “pursue another opportunity.” “She © 2025 TechTarget, Inc. or its subsidiaries.

CFO 139

CFO Risk Management Leadership Treasury 139

CFO Dive

JUNE 6, 2025

The retailer opened 55 new stores in Q1 and plans to open about 150 net new stores for the fiscal year. The retailer opened 55 new stores across 20 states and plans to open about 150 net new stores for the full fiscal year. Published June 6, 2025 By Dani James post share post print email license A Five Below storefront.

CFO 170

CFO Sales SAP Leadership 170

CFO Dive

JUNE 10, 2025

The proportion of small business owners planning capital outlays this year increased to 22%, the highest level of 2025, NFIB found in a monthly survey. Respondents identified taxes as their biggest problem, including Trump administration tariffs and the possibility that Congress will fail to pass legislation extending 2017 tax cuts.

Forecasting 167

Forecasting Sales SAP CFO 167

CFO Dive

JUNE 10, 2025

Amazon last month unveiled several new robots that it’s planning to deploy throughout its logistics network, CFO Dive sister publication Supply Chain Dive reported. In October 2023, Amazon announced a plan to begin testing a two-legged robot dubbed Digit for use in its warehouse operations. © 2025 TechTarget, Inc.

SAP 191

SAP CFO Compliance Leadership 191