CFO Strategic Partners

APRIL 15, 2025

A Year-Round Audit Strategy Is A Great Place To Start Insights from Acclarity Accredited to Small-to Medium Business Leader: Michele Himes For all but one day of the year, the end of your financial year is always approaching — sometimes year-end is still months away, other times year-end is right around the corner. Month-End Close.

Auditing

CFO Talks

NOVEMBER 21, 2024

Additionally, I worked for a South African company that exported its products internationally, giving me exposure to the complexities of global trade and compliance. What stood out to me most in these experiences is the importance of adaptability and cultural awareness.

CFO

E78 Partners

DECEMBER 20, 2024

Enable predictive analytics to anticipate future spending needs and align budgets accordingly. Establish Budgets and Automated Alerts Set precise budgets at the project or departmental level. Use automated alerts to flag potential overspending in real time.

Cost Management

Future CFO

JUNE 19, 2025

Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulations, cultural complexities, and resource constraints while ensuring agility and compliance. Serve as a liaison between sales and compliance teams," Kozlov says.

Finance

Collectiv

MAY 19, 2025

Budget submissions come in by email. It puts forecasting capabilities in the hands of sales managers, budget owners, and department leadswithout requiring them to learn DAX or navigate a planning system built for analysts. IT Doesnt Trust Business Users Security and compliance concerns get in the way. The impact?

Forecasting

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. This not only builds trust but also prevents ethical and compliance issues that could put your funding at risk. This ensures accountability and makes audits or donor inquiries easier to manage.

Nonprofit

CFO Strategic Partners

MARCH 28, 2025

These services include general and operational accounting, financial planning and audit, governance, risk and compliance, transactional transformation, IT and business intelligence solutions, and outsourced accounting and interim management solutions. Susan Crisci has more than 25 years of experience in finance and operations.

Auditing

CFO Talks

MARCH 25, 2025

Think of automated exception reports, audit trails, or simple dashboards that flag mismatches between systems. Budgeting processes where the numbers make sense the first time around because standardised inputs are used across all departments. No more random updates to customer accounts or GL codes. It makes your reports more credible.

CFO

CFO Talks

APRIL 9, 2025

What Every CFO Should Know to Protect the Business (and Their Career) You dont need to be an actuary or compliance expert to understand risk. While many executives associate risk with compliance departments or specialist consultants, CFOs dont have the luxury of passing the buck. A failed audit. The board expects more.

CFO

CFO Talks

AUGUST 7, 2025

It was about budgets, forecasts, monthly closes, and audits. It can reduce the role to one of reporting and compliance, rather than strategy and leadership. Leading unstructured work should not come at the cost of financial reporting, compliance, or risk management. Everything had its place. Everything had a process.

CFO

CFO Talks

JUNE 20, 2025

Every improved margin, every clean audit, every accurate forecast is a chance to reset the narrative—from “we’re in trouble” to “we’re getting there.” What Counts as a Small Win? Psychologically, small wins act as proof points. They reduce uncertainty. A small win in finance is anything that signals improvement, consistency, or control.

Finance

E78 Partners

FEBRUARY 10, 2025

With our expertise in technology expense management (TEM) , we empower organizations to control budgets, ensure compliance, and optimize technology investments. These tools can provide insights into usage patterns and automate renewals to avoid overpayment or non-compliance.

Compliance

CSC Advisors

APRIL 24, 2025

Errors in Documentation and Compliance Its easy to let paperwork slide when business gets busy. Missing compliance deadlines or failing to renew permits raises doubts about our reliability. Automated payments, steady budgeting, and honest reviews of our ability to repay loans all contribute to a more favorable credit profile.

Compliance

Future CFO

FEBRUARY 2, 2025

E-invoicing mandate and ESG compliance add further complexity dimensions to the priorities and challenges faced by the Office of the CFO. Office of the CFO must navigate these varying regulations and ensure that AI solutions comply with local laws to avoid non-compliance and potential penalties.

Accounts Payable

CFO Talks

MAY 14, 2025

For the Chief Financial Officer, integrity cannot be relegated to policy documents or compliance manuals. Does your team get rewarded for delivering on budget at any cost ? Financial reporting is not just a compliance exercise. Consider performance incentives. It is a cultural mirror.

Numbers

CFO Talks

NOVEMBER 11, 2024

This includes proficiency in budgeting, forecasting, and financial modelling to make informed strategic decisions. Newly qualified accountants should familiarize themselves with risk assessment frameworks and compliance regulations.

CFO

The Charity CFO

APRIL 1, 2025

Its not just about clean books or audit prep. This section focuses on: Approval workflows and disbursement controls Monthly reconciliations and reporting cycles Digital document retention Audit readiness and compliance planning These practices are essential to creating a trustworthy, funder-ready organization.

Nonprofit

Future CFO

DECEMBER 8, 2024

As companies pan into the new year, budget planning for 2025 comes along. A return to the office puts pressure on budgets to go further As employees return to the office in droves, we expect business travel volume to increase. The result is a bolstered mandate for compliance and visibility. The five predictions are: 1.

SAP

CFO Strategic Partners

APRIL 14, 2025

Spend – Do you have a well-developed budget that directs your spending every month? Effective budgeting requires you to get cozy with key data points like year-over-year trends, fixed and variable expenses, profit margins, cash flow data, sales numbers, and departmental needs. Latest insights Leadership 05.29.25

Mergers and Acquisitions (M&A)

CFO News

JULY 24, 2025

During Guptas tenure, he was instrumental in integrating advanced technologies such as artificial intelligence and big data analytics to improve compliance, transparency, and ease of doing business. Earlier, the post of the NFRA Chairperson has been vacant after the three-year tenure of Ajay Bhushan Prasad Pandey ended on March 31.

Auditing

E78 Partners

MAY 14, 2025

IT Cost Optimization: Streamlining for Efficiency In recent years, technology budgets have risen significantly, making cost optimization a critical focus for private equity firms. Cybersecurity and governance are critical to protect data and ensure compliance, while cloud optimization and automation enhance resilience.

Mergers and Acquisitions (M&A)

CFO Talks

JANUARY 27, 2025

ESG is not just about compliance; it’s a framework for long-term business viability and resilience. Transparent Reporting: Overseeing the development of robust ESG reporting mechanisms to ensure transparency and compliance with evolving regulatory frameworks. I must be honest. So, again, they affect the whole profession.

CFO

E78 Partners

JUNE 16, 2025

Inconsistent Financial Reporting and Controls: A lack of visibility into financial data, reporting cadence, or compliance frameworks can result in missed targets and stakeholder distrust. Early IT due diligence, followed by a structured integration plan, ensures scalability and data consistency from the outset.

Mergers and Acquisitions (M&A)

Future CFO

JULY 27, 2025

What I find most exciting in this region is that since many corporates still run their key treasury operations (budget, forecasting, accounting) on Excel , the scale of the impact of our scalable solutions is exponential and realised within three months of go-lives.

Treasury

The Charity CFO

OCTOBER 28, 2024

While in the nonprofit world, accounting is often the focus of this podcast and its importance around issues of compliance and legal issues – HR also brings its own set of regulations. Investing in Employee Development Despite budget constraints, Tiffany emphasized the importance of investing in employee development.

Nonprofit

CFO Strategic Partners

APRIL 14, 2025

To weather these storms and keep moving forward, your financial strategy should include: Smart Budgeting – As you create your budget, look for opportunities to leverage data for strategic asset allocation, respond to market trends, and invest in initiatives like hiring, technology, or outsourcing. Latest insights Leadership 05.29.25

Cash Flow Forecasting

CFO Dive

JUNE 16, 2025

An inefficient system can lead to cost overestimation, misguided decarbonization strategies, and non-compliance issues. Enable actual supplier emissions data collection First, it’s a matter of compliance. CBAM compliance also requires the purchase, management, and surrender of CBAM certificates. You can unsubscribe at anytime.

CFO

Embark With Us

MARCH 20, 2025

Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations. Inconsistent data can lead to inaccurate or flat-out incorrect conclusions, affecting everything from budgeting to strategic planning. Identify discrepancies and areas that require alignment.

Healthcare

CFO Dive

JULY 28, 2025

tariffs and foreign retaliation through Sunday pushed up the average tariff rate to 18.2% – the highest level since 1934, the Yale Budget Lab said Monday. household by $2,400, the Yale Budget Lab said. percentage point by the end of 2026, the Yale Budget Lab said. You can unsubscribe at anytime. The new U.S.

Investments

The Charity CFO

MAY 12, 2025

Theyre the people who spot errors in a sea of numbers and ensure the books are airtight and audit-ready. A CFO or Finance Director Provides strategic oversight, financial reporting, compliance guidance, forecasting, and high-level decision support. That redundancy minimizes chaos and keeps your nonprofit moving forward.

Nonprofit

CFO Dive

JULY 16, 2025

Dive Insight: Firms are making bigger financial and talent commitments to generative AI in particular, with annual budgets now averaging about $10 million, an increase of 102% over February 2024 levels, according to a May report by Bain & Company. You can unsubscribe at anytime. Sign up A valid email address is required. TechTarget, Inc.s

CFO

CFO Dive

JULY 21, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief Tariffs to slow spending, economic growth during H2: Conference Board Consumers face an average effective tariff rate of 20.6%

Economics

CFO Dive

JULY 22, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Sign up A valid email address is required. Please select at least one newsletter. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Planning

CFO Dive

JULY 17, 2025

Her latest move from a budget retailer to one that is known for luxury and upscale customer service comes after Dollar General posted better-than-expected quarterly earnings results and lifted its full-year outlook in June. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. TechTarget, Inc.s

CFO

CFO Dive

JULY 29, 2025

The plan “creates a challenging and uncertain compliance environment for companies, given that states are currently implementing the most far-reaching AI laws and regulations,” the attorneys wrote. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy.

Planning

The Charity CFO

DECEMBER 30, 2021

Contrary to what many people envision, a nonprofit audit doesn’t usually start with a letter from the IRS. Instead, an independent nonprofit audit is something you choose to build trust in your nonprofit organization. An audit can be a critical step for a growing nonprofit that needs to raise increasing amounts of funds.

Nonprofit

Future CFO

MARCH 16, 2022

Companies are estimated to reduce annual compliance training by 50% by 2025, said Gartner recently. Many compliance leaders are dissatisfied with the effectiveness of their existing program activities,” said Chris Audet, senior director, research in the Gartner Legal, Risk & Compliance practice.

Compliance