CFO Dive

JUNE 23, 2025

The focus on this topic has become magnified in recent years, as the net costs of tax changes are factored into budget deficits and increasing national debt. With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins. Should CFOs?

Tax Planning

CFO Dive

JUNE 16, 2025

Ensure auditable reporting and compliance The CFO needs to work with other functions like corporate financial reporting, regulatory compliance, tax, treasury, and legal to ensure timely, auditable reporting and financial accounting. You can unsubscribe at anytime. Should CFOs? Should CFOs? TechTarget, Inc.s

CFO

CFO Dive

AUGUST 4, 2025

With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins. With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins.

Leadership

CFO Dive

AUGUST 6, 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. By Maura Webber Sadovi • May 2, 2025 Latest in Strategy & Operations Voter confidence in U.S. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. TechTarget, Inc.s

CFO

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. TechTarget, Inc.s

Investments

CFO Dive

AUGUST 6, 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. Brown via Getty Images Opinion The Ben Affleck accounting shortage hack “The Accountant” movie from 2016 is loved by many CPAs. Registered in England and Wales.

CFO

CFO Dive

AUGUST 5, 2025

Consumers already face an average tariff rate of 18.3%, the highest since 1934, the Yale Budget Lab said Friday. in the short-run, imposing a $2,400 income loss for the average household, the Yale Budget Lab said. You can unsubscribe at anytime. during the second quarter. Registered in England and Wales. 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

With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins. With the Trump administration embracing digital assets, finance leaders need to get educated on the potential risk and reward of cryptocurrencies and stablecoins.

Planning

CFO Dive

JULY 29, 2025

The Office of Management and Budget is expected to work with federal agencies that have AI-related discretionary funding programs to ensure they consider a state’s AI regulatory climate when making funding decisions. Similar concerns were raised by Grace Gedye , an AI policy analyst at Consumer Reports, a consumer advocacy group.

Planning

Generation CFO

JANUARY 5, 2022

But it was important to go back to basics of financial reporting to ensure stakeholders had the right information to make faster and better decisions.”. Revamping the budgeting process was initially a sticking point, especially for middle management. . I don’t think many people even knew who I was in the early days!

Finance

CFO News Room

DECEMBER 16, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Budget Analyst.

Finance

CFO Share

JULY 16, 2024

Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud. The CFO is a strategic financial leader of the organization. CFOs , being a less technical role, rely less on their education and more on their 20+ years experience managing business financials.

Financial Planning and Analysis (FP&A)

Planful

MARCH 18, 2019

The financial reporting manager must be able to clearly explain specific financial concepts at a high level for busy executives. FP&A teams can do so by leveraging these four essential types of financial reports techniques. Department Budget vs. Actual Reports.

Financial Planning and Analysis (FP&A)

The Charity CFO

MAY 18, 2022

Financial sustainability. Your board should be involved in reviewing and approving the annual operating budget. It should also review financial statements at every board meeting and challenge management on numbers that don’t make sense. Operational policies, such as conflict of interest and whistleblower policies. Compliance.

Nonprofit

The Charity CFO

SEPTEMBER 14, 2022

It’s true that due to their uniquely valuable societal contributions, such as charitable actions or educational priorities, nonprofits receive tax exemption for income from activities substantially related to their primary purpose. . But what if I told you that’s not always true?

Nonprofit

Future CFO

AUGUST 7, 2024

Orchestration at this level includes education, influencing, execution project management and performance reporting and other." "As As opposed budgeting, I prefer to set ‘targets’', says Ho. Budgets encourage a ‘fixed mindset’ and caps under which we operate. There is a fine line between the two but a very necessary one.

Data Analysis

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A)

The Charity CFO

JULY 19, 2024

The CFO role generally includes: responsible for the strategic direction and goal setting of a nonprofits accounting and financial management. Responsibilities typically include advanced analysis and reporting, budgeting, etc. Each role provides a unique set of skills and fills various financial needs of an organization.

CFO

The Charity CFO

JANUARY 21, 2022

Most not-for-profit organizations and entities–like 501(c)(3) charities, churches, religious institutions, government agencies, nonprofit nursing homes and hospitals, and educational institutions– are required to use fund accounting. When you set up funds in your chart of accounts, they’ll show on your financial statements as well.

Nonprofit

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. and "What are our financial goals?"

Planning

The Charity CFO

DECEMBER 7, 2023

Clients are beginning to see their stimulus packages drying up and the conversations are shifting towards creating a budget in the post-COVID era. Developing a 2-3 year plan to manage budgets long term is a wise idea for those with an abundance of cash. Just because the cash is here today, it does not mean it will be there forever.

Nonprofit

The Finance Weekly

JANUARY 22, 2024

Collaborate with other executives and department heads on budget creation and management. Attend board meetings and provide detailed financial reports and recommendations to company leadership. Prepare quarterly and annual tax filings. Some MBA programs may also require candidates to have prior work experience.

CFO

The Charity CFO

NOVEMBER 23, 2022

They are responsible for the financial health of the organization. They create and maintain financial records, prepare financial reports, and oversee the organization’s budget. This is the minimum educational requirement for most nonprofit finance director positions. How to verify.

Nonprofit

The Charity CFO

APRIL 13, 2023

They include: Statement of Activities Statement of Financial Position Statement of Cash Flows Statement of Functional Expenses Understanding an organization’s financials is like unlocking a door to the health of an organization, and can help track progress and goals over time. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit

The Charity CFO

AUGUST 21, 2023

Open and Honest Nonprofit Communications While it can feel strange to reveal your organization’s financial details to outsiders, it’s imperative that donors have a complete and detailed picture of the nonprofit’s economic realities. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

The Finance Weekly

JUNE 17, 2024

These applications, which include modeling, planning, consolidation, reporting, and analytics, aim to streamline operations across the organization. By leveraging Planful, these organizations can speed up cycle times, improve productivity, and ensure accurate reporting. This tool has led to unprecedented accuracy in budget forecasts.

Financial Planning and Analysis (FP&A)

The Charity CFO

JANUARY 26, 2023

Start With the Fundamentals of Nonprofit Tax Filing Non-profit organizations operate in many areas of society, including education, healthcare, sports, and social services. Proper revenue recognition is a core accounting principle that ensures proper financial reporting, ensuring that you remain compliant and maintain donor confidence.

Nonprofit

The Charity CFO

APRIL 19, 2022

When most nonprofits think about ‘accounting issues,’ they’re concerned about poorly prepared financial reports, bookkeeping errors, gaps in communication with funders, bad audits and a million more things in this vein. But it’s not just the education and experience…. Red Flag #2: Hidden Compliance Issues.

Nonprofit

The Charity CFO

JANUARY 5, 2023

Maintaining healthy financial management is critical for the organization’s sustainability, stability, and flexibility, now and in the future. Poor financial reporting. Educate the staff and board on critical issues triggered by certain gifts. A Nonprofit Budget. Collaboration issues. Get the free guide!

Nonprofit

The Charity CFO

NOVEMBER 20, 2023

Not only does the educational opportunity exist to share with them why Giving Tuesday is significant, but also the ability to leverage networks can act as one of the most powerful tools. Do You Struggle to Make Sense of Your Financial Statements? Involving key stakeholders and board members can help with collecting donations as well.

Nonprofit

Global Finance

JULY 31, 2024

Although banks are increasing their spend more quickly than their counterparts in the rest of the world, cybersecurity still takes a smaller slice of budgets in North American banks, accounting for 23% of budgets versus 25% among banks in the rest of the world. This includes measures to review dormant accounts for suspicious activity.

Banking

The Charity CFO

APRIL 2, 2024

They’ll know how to approach common financial issues for nonprofits, such as limited budgets or restricted funds. Accurate and Timely Reporting Most nonprofit leaders have been there: you can’t make a crucial decision until a certain financial report comes in, but you’re never sure when the data will be available.

Nonprofit

The Charity CFO

JUNE 7, 2023

Louis for 40 years providing resources, education, and support to serve those affected by asthma and allergies. Our educational programs and advocacy also reach families, schools, and nurses all over Missouri and Illinois. And so this year, we essentially had to write two budgets.” Martinez said. Want to learn more?

Nonprofit

The Charity CFO

NOVEMBER 10, 2022

Whether you are an educational, charitable, religious, sports, or other public-benefit organization, you need to have a good handle on your finances in order to make the most impact. When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports.

Nonprofit

The Charity CFO

FEBRUARY 27, 2023

The major tasks of a treasurer can be summed up as follows: Operations management Oversight and compliance Strategic decision-making Operations management The operational tasks of a treasurer concern financial management. These tasks include organizing financial data into helpful reports to be presented to the other board members.

Nonprofit

CFO Thought Leader

JULY 31, 2024

His post-retirement work focused on improving cost management practices and advocating for better education for management accountants, reflecting his dedication to enhancing financial practices. In order to find out what’s really going on, you have to go out and talk to people.

Finance