The Finance Weekly

FEBRUARY 22, 2025

Did you know that 47% of businesses still rely on spreadsheets for financial planning, despite the risks of errors and inefficiencies? Workday Adaptive Planning aims to solve this problem by offering a cloud-based Financial Planning & Analysis (FP&A) solution with AI-powered forecasting, budgeting, and workforce planning tools.

Financial Planning and Analysis (FP&A)

E78 Partners

MARCH 3, 2025

Despite these favorable conditions, successful IPOs require meticulous preparation, robust financial reporting, and a governance framework that instills investor confidence. Companies must ensure they are operationally, financially, and strategically ready for the transition to public markets.

Financial Planning and Analysis (FP&A)

CFO Talks

JANUARY 8, 2025

Embrace Scenario Planning No one can predict the future, but planning for multiple outcomes can make your business adaptable. Scenario planning involves creating potential future situationssuch as a sharp drop in demand, rising interest rates, or supply chain disruptionsand preparing responses to each.

Economics

CFO Talks

NOVEMBER 29, 2024

I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. When you’re young, focus on deeply understanding the core accounting principles, financial reporting, and regulatory compliance.

CFO

CFO Talks

NOVEMBER 27, 2024

What’s your plan in each case? Communicate Clearly and Honestly Uncertainty makes people nervous. What’s important is to show that you have a plan. Keep messages simple: Avoid technical jargon when speaking to non-financial teams. In the meantime, focus on actions that improve efficiency or reduce costs.

CFO

The Charity CFO

JANUARY 22, 2025

Empowered Teams : When leaders own their budgets, theyre more engaged and motivated to achieve results, growing in confidence and making decisions grounded in financial insights. Improved Succession Planning : The world doesnt collapse if a key team member needs to take a short or longer leave of absence. Get the free guide!

Nonprofit

E78 Partners

NOVEMBER 25, 2024

With in-depth analysis and careful planning, transaction service teams act as strategic partners throughout the deal process, ensuring each stage is optimized for success. Strategic Insight: Transaction services teams provide deep financial and operational analysis, helping companies understand a deal’s strengths and risks.

Securities

The Charity CFO

JUNE 4, 2025

Aaron walks us through how nonprofits can leverage even basic CRM tools to: Track donor interactions and touchpoints Automate reminders and follow-ups Personalize communication based on donor interests Forecast future giving and campaign success The key isnt the specific tool you useits how well you use it. Get the free guide!

Sales

CFO Talks

JULY 25, 2025

You are expected to provide clear advice on issues like expansion plans, capital structure, and financial resilience. You are responsible for financial reporting accuracy, compliance with accounting standards, system integrity, and managing financial risks. Make time to think, plan, and challenge assumptions.

Leadership

CFO Talks

MARCH 20, 2025

Talking Money Without Causing Panic Numbers tell the truth, but how you communicate with them determines how they are received. As a CFO, your role goes far beyond reporting figuresyou shape strategic decisions, guide leadership, and influence confidence in the business. Offer solutions Bad news without a plan creates uncertainty.

Leadership

CFO Talks

AUGUST 6, 2025

What to Consider Before Crossing the Border If your business is planning to expand internationally or already operates in multiple regions, here are critical areas that require your attention: 1. Before setting up shop, understand: Which financial reporting standards apply (e.g. IFRS, local GAAP)? Never assume.

Foreign Exchange

CFO Talks

JUNE 4, 2025

In South Africas business environment, where public trust is fragile, regulatory compliance is non-negotiable, and financial transparency is a competitive advantage, the CFO plays a crucial role in shaping whether a company is seen as credible, ethical, and stable. This does not mean that the CFO must always paint a positive picture.

CFO

CFO Talks

JUNE 3, 2025

This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. The United Kingdoms National Audit Office has advised public entities to adopt rolling forecasts and scenario-based planning, particularly in uncertain environments.

Leadership

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

Future CFO

JUNE 19, 2025

Harmonising financial reporting and compliance Finding the balance between financial reporting and compliance across multiple jurisdictions, while trying to comply to global standards such US GAAP and IFRS with local tax regimes and regulatory requirements without overburdening local teams can be such a huge task for many organisations.

Finance

CFO Thought Leader

MARCH 12, 2025

In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. However, when revenue stalled, Sullivan realized that monthly reporting was too slow for a dynamic business.

Finance

CFO Talks

MARCH 5, 2025

Follow standard accounting rules In most industries, this means using IFRS (International Financial Reporting Standards) or IFRS for SME (International Financial Reporting Standard for Small and Medium-sized Entities) to prepare financial statements. Staying informed can help you prepare ahead of time.

IFRS

CFO Talks

JUNE 20, 2025

I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus. Strong communication, business acumen, digital literacy, and executive presence are as important as mastering financial reporting. Between 5:30 and 6:00 AM How do you spend the first hour of your day?

Mergers and Acquisitions (M&A)

E78 Partners

JUNE 17, 2025

They go beyond the strategic headline and focus on execution, evaluating how well the target fits, how quickly they can integrate it, and how effectively it supports the value creation plan. Sponsors also compare KPIs, financial reporting cadence, and procurement models to determine operational compatibility.

Mergers and Acquisitions (M&A)

CFO Talks

FEBRUARY 12, 2025

It allows businesses and organisations to predict future income, expenses, and cash flow, ensuring that they remain financially stable and prepared for challenges. However, forecasting is not just about guessing numbersit is a structured process that relies on analysing past data, considering present trends, and planning.

Forecasting

CFO Talks

JULY 8, 2025

Analyst positions, junior accounting roles, and financial support functions often appear transactional. An analyst who learns to interpret data with curiosity, ask insightful questions, and communicate findings with clarity is already building the habits of a future CFO. Internal mobility also strengthens internal networks.

Leadership

The Charity CFO

APRIL 25, 2025

Fundraising, programs, admintheyre often pulling in different directions unless leadership creates a strategic plan and unifies the mission. As Theresa notes: Strategic planning isnt optionalits how you bring everyone to the table and show them how their roles tie into the bigger picture. Get the free guide!

Nonprofit

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

CFO Talks

JANUARY 27, 2025

Scenario planning, diversification, and embracing technology like AI are vital strategies. Financial leaders must combine human-centered skills with strategic foresight to thrive in uncertain times. In the whole of Africa, that’s what we contribute to the funds that set the standards that we all use to apply financial statements.

CFO

CFO Talks

MARCH 4, 2025

You have all your ingredients laid out, the recipe in hand, and a clear plan for how everything should come together. If you stick rigidly to the plan without adapting, things fall apart. Here are seven key financial strategies to help you stay in control and thrive no matter whats on the menu. No oven, no fridge, no lights.

Budgeting

The Charity CFO

FEBRUARY 20, 2025

A well-crafted budget is a reflection of your mission and a roadmap to financial sustainability. It helps you communicate how you’re going to make the difference you want to see in the world. It can be a tool to galvanize your team, community, and supporters. Ready to take control of your nonprofits financial future?

Nonprofit

CFO Talks

MAY 14, 2025

Financial reporting is not just a compliance exercise. As financial leaders, we must ask: is the logic of our systems consistent with the ethics of our business? Additionally, integrity in data reporting goes beyond accuracy. It includes how data is selected, framed, and communicated. It is a cultural mirror.

Numbers

CFO Talks

MAY 7, 2025

Trend Analysis: Spot recurring issues by examining financial patterns over time. Scenario Planning: Model best, worst, and most likely outcomes to prepare for uncertainty. Communication: Making Solutions Stick The best solution is worthless if your team doesnt understand or support it. A retail chain faced declining profits.

Problem Solving

CFO Talks

APRIL 30, 2025

By integrating innovation goals into company growth plans and fostering a culture that supports experimentation, CFOs can drive organizational transformation. This shift requires CFOs to move beyond traditional financial oversight and actively participate in shaping the company’s strategic direction.

Leadership

The Charity CFO

JANUARY 8, 2025

As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture. The strategic plan helps the organization focus on its unique strengths and strategic advantages, particularly in legal expertise.

Leadership

CFO Talks

DECEMBER 12, 2024

I visualize, do my gratitude routine and do planning during my run. Communication, conflict management, time management, attention to detail. My power hour – praying, affirmations, breathing, journaling while having a cup of ginger tea. Then my morning run of between 7km to 10km 5 days a week. Values are critical. Soft skills.

Leadership

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements.

Auditing

CFO Dive

JULY 23, 2025

Centurion also violated auditing standards in the audits of two public companies operating in China, Greenpro Capital and Moxian, including by failing to make required communications with the companies’ audit committees, the PCAOB said. You can unsubscribe at anytime. You can unsubscribe at anytime. Sign up A valid email address is required.

Auditing

CFO Dive

JULY 28, 2025

Implementation planning for the organization should include: Documenting and Analyzing the Current State: Your current state involves the entire ecosystem you are working within, including your end-to-end technology stack and integrations, data cleanliness, business processes, and policies. You can unsubscribe at anytime. TechTarget, Inc.s

Technology

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare

The Charity CFO

DECEMBER 11, 2024

Co-creation and Collaboration: Involving team members in strategic planning and decision-making processes helps tap into diverse perspectives and innovative ideas. Do You Struggle to Make Sense of Your Financial Statements? If you need help with your accounting and bookkeeping, lets talk. Book a FREE consultation here.

Nonprofit

CFO Dive

JULY 23, 2025

Andrew Harnik via Getty Images The White House on Wednesday released a long-awaited artificial intelligence action plan that called for removing regulations that could hinder innovation in the emerging space, among other steps. agencies to take appropriate action.

Planning