The Charity CFO

FEBRUARY 13, 2025

At The Charity CFO, we’ve seen firsthand how understanding these key areas can transform your nonprofit’s financial health. Let’s dive into the essential skills you need to secure your organization’s future. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

The Finance Weekly

FEBRUARY 26, 2025

Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Prophix is an enterprise financial management software designed to streamline budgeting, planning, reporting, and analysis. Charting and Graphing Tools Create interactive financial visuals to support decision-making.

Financial Planning and Analysis (FP&A)

CFO Talks

JUNE 10, 2025

You may be technically excellent, have a sharp grasp of reporting standards, and maintain control of every budget, but if your ability to lead and think does not extend to your team, you are leaving the business exposed. Apply the same discipline you use for financial reporting or audit preparation.

Auditing

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation

CFO Talks

MAY 14, 2025

A CFO’s personal credibility can be the deciding factor in whether the business secures financing or weather a reputational storm. When financial decisions are grounded in integrity, they tend to be more robust, less reactive, and ultimately more sustainable. Does your team get rewarded for delivering on budget at any cost ?

Numbers

CFO Talks

JANUARY 27, 2025

Stakeholder Engagement: Effectively communicating ESG efforts to investors, regulators, and other stakeholders is crucial for building trust and securing support. And they should provide budget for their CFOs in time. I once did a analysis of the IFRS Foundation’s budget. And then Africa is not really featuring.

CFO

The Charity CFO

MARCH 26, 2025

If donors know, like, and trust you, theyre more likely to give, engage, and stay loyaleven when budgets get tight or your role changes. Get our FREE GUIDE to nonprofit financial reports, featuring illustrations, annotations, and insights to help you better understand your organization's finances. Need Help Telling Your Story?

Nonprofit

E78 Partners

JUNE 16, 2025

Overlooked Technology Risks: Failing to assess and align IT systems early can lead to duplicative tools, data silos, and security vulnerabilities. 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.

Mergers and Acquisitions (M&A)

The Charity CFO

MARCH 4, 2025

The landscape is shifting, donor trust is eroding, and economic uncertainty is threatening funding streams that once felt secure. See the full video interview here: Stop Playing DefenseFundraising is About Revenue Growth Too many nonprofits think the key to financial survival is slashing expenses. So, whats the game plan?

Nonprofit

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. You can unsubscribe at anytime. TechTarget, Inc.s

Tax Planning

CFO Dive

JULY 10, 2025

Structured as a budget reconciliation package to bypass traditional filibuster rules, the bill consolidates policy priorities from 10 Senate committees into a single, sweeping legislative framework , according to an analysis by law firm Holland & Knight. You can unsubscribe at anytime. You can unsubscribe at anytime. TechTarget, Inc.s

Mergers and Acquisitions (M&A)

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

It alleges the named defendants committed securities fraud by failing to disclose the risks associated with the EV maker’s autonomous vehicle technology, including robotaxis, and that, “accordingly, Tesla’s business and/or financial prospects were overstated,” the complaint reads. You can unsubscribe at anytime. TechTarget, Inc.s

CFO

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. Registered in England and Wales.

CFO

The Charity CFO

NOVEMBER 20, 2024

When that contract wasn’t renewed, the organization’s budget was cut by 50% overnight, forcing drastic measures. The hosts stress that operational efficiency isn’t necessarily correlated with budget size. Check out the full episode here: This case highlights the importance of diversifying funding sources.

Nonprofit

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

But the Trump administration hasn’t completely avoided AI regulation either, according to Matthew Ferraro, a partner at law firm Crowell & Moring who focuses on complex regulatory matters at the intersection of advanced technology, national security and crisis management. You can unsubscribe at anytime. That is in a way regulatory.”

Planning

CFO Dive

JULY 17, 2025

Published July 17, 2025 Alexei Alexis Reporter post share post print email license Daphne Howland/CFO Dive Dive Brief: Department store chain Nordstrom said Thursday that it appointed Dollar General CFO Kelly Dilts to serve as its finance chief, effective Aug. You can unsubscribe at anytime. Sign up A valid email address is required.

CFO

CFO Dive

JUNE 17, 2025

With more C-suite, investor and board-level focus on AI and bigger budgets supporting the efforts, technology leaders are under pressure to get the formula right, from picking a scalable, beneficial use case to tracking its success post-deployment. The company wanted to democratize generative AI access without sacrificing security.

CFO

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. You can unsubscribe at anytime. agencies to take appropriate action. You can unsubscribe at anytime. TechTarget, Inc.s

Planning

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. Below, we’ll analyze Excel spreadsheets security problems that come with spreadsheets and how implementing software can be a more effective solution.

Securities

Centage

SEPTEMBER 14, 2021

When it comes to business budgeting and planning, traditional spreadsheets are labor-intensive, prone to errors, and static, so it can be difficult to get a clear view on your current and future financial position. With the fast pace of business change, CFOs need accurate financial information to make informed decisions on the fly.

Budgeting

Centage

JULY 25, 2023

Though some businesses rely on Excel for budgeting and financial management needs, the software has some notable disadvantages that may make it a less-than-optimal solution for your business. If a member of your team accidentally enters inaccurate data, this could throw off your company’s entire budget.

Budgeting

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

Financial Reporting

CFO News Room

DECEMBER 16, 2022

Job security is always a concern when choosing a career, but some fields are more recession-proof than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Senior accountants are responsible for managing the financial records of their organization.

Finance

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting

The Finance Weekly

OCTOBER 8, 2023

Budgeting software can greatly help by , automating financial tasks , making processes more efficient, and leading the business toward long-term success. Keep reading to find out the best budgeting software for small businesses. Why You Should Use Budgeting Software for Your Business?

Financial Planning and Analysis (FP&A)

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. So, why are so many companies relying on them to handle their financial needs? Various organizations in a wide range of industries may utilize Excel for: Budgeting.

Securities

Centage

OCTOBER 3, 2022

This accessible program can accomplish various tasks, such as financial forecasting and budgeting. If your business has used Excel for financial forecasting, you may have found some challenges with the program. Excel also lacks role-based security, so anyone with the password can see everything in the spreadsheet.

Forecasting

The Finance Weekly

OCTOBER 9, 2022

“When [finance and IT] work together to evaluate the business case for a new investment, it ensures the CFO and the rest of the finance can provide strategic advice and act as more than just the budget gatekeeper,” said Caci. IT can assist Finance with Business Reporting. IT can assist Finance in securing sensitive financial records.

Finance

The Charity CFO

APRIL 20, 2023

Budgeting: Tools for creating and managing multiple budgets for different funds or projects and budget to actual reporting. Grant tracking: From application to closeout, including the ability to create budgets for each grant, track grant expenditures, and generate reports that show the status of each grant.

Nonprofit

Future CFO

AUGUST 1, 2023

The rise in digital transformation (DX) initiatives and the adoption of mobile technologies have also contributed to the demand for cloud-based financial applications in Asia/Pacific. Companies are increasingly seeking secure and compliant solutions to manage their financial data.

Invoicing

PYMNTS

JULY 24, 2020

has secured $80 million in new funding at a $5.5 The latest infusion of cash comes from TSG Consumer Partners , a San Francisco-based private equity company, TechCrunch reported. Since then, the financial technology (FinTech) company has expanded its portfolio to also offer business banking.

Startups

The Finance Weekly

JULY 19, 2022

It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Improving the company's budget and resource allocation. Analyzing the effects of past and future financial activities and behavior in order to evaluate risk. Risk Management.

Financial Planning and Analysis (FP&A)

CFO Share

JULY 16, 2024

In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy. Purpose of the Role The controller ensures financial reporting compliance and accuracy while preventing and detecting fraud.

Financial Planning and Analysis (FP&A)

The Charity CFO

APRIL 12, 2022

This organization’s revenue was secured by government contracts and a few key foundations. Their budget projected a surplus, and they were hitting those numbers. After all, their financial reports showed they had much more revenue than expenses. They were hitting their budget numbers month after month.

Nonprofit

Future CFO

NOVEMBER 17, 2022

With external pressures that are hard to predict, real-time visibility over financial data, processes and working capital will be key to survival, leading to greater pressure on CFOs and those who report into them, according to the research.

Finance