Future CFO

DECEMBER 4, 2024

One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5 Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts. Adaptability and an openness to what’s next are key.

Finance

CFO Talks

NOVEMBER 29, 2024

Learning to analyse financial data with a strategic lens, understanding broader business impacts, and identifying potential risks are essential skills for any future CFO. Cultivating skills in communication, teamwork, and decision-making is crucial for effectively leading your team and making a lasting impact.

CFO

Future CFO

AUGUST 3, 2025

The modern finance leader must be a communicator, influencer, and ethical guardian. In culturally diverse markets like Asia, where communication styles vary significantly across jurisdictions, the ability to translate complex financial insights into actionable business language is paramount.

Finance

CFO Talks

APRIL 22, 2025

Moving from Static to Strategic Risk-adjusted forecasting is not just about stress testing your numbers. Its about rewiring how finance interacts with risk. They pull in risk managers, ops teams, sales leaders, and procurement to build a rounded, interconnected view. Not every risk deserves a forecast branch.

Forecasting

Future CFO

APRIL 7, 2025

Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders. Access to sustainable finance also helps businesses offset upfront costs associated with green investments.

Compliance

The Finance Weekly

JANUARY 19, 2025

For example, it can find links between investments and market changes. Improving Investment Plans AI simplifies portfolio management by analyzing client goals, risk tolerance, and financial data to recommend the best asset mix. This ensures that client investments remain aligned with their financial objectives.

Planning

CFO Talks

JUNE 17, 2025

While legal and communications teams may lead initial responses, it is the CFO who must rebuild the financial and reputational foundations of the business. Enhancing Internal Controls and Risk Management A scandal often reveals weaknesses in internal controls. Communicating regularly with internal teams is essential.

CFO

Future CFO

APRIL 9, 2025

In delivering results, 15% say cost control must be looked into, while 10% voted for risk management and 7% on smart investment decisions. Meanwhile, 31% of those polled think long-term profitability must be considered when setting up goals for the organisation.

Leadership

Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies. GF: How do you communicate that to clients? David Frame: These investors are navigating a complex landscape.

Banking

Future CFO

FEBRUARY 17, 2025

ESG worksby providing a framework for evaluating how companies manage their environmental and social impacts, and investors often seek companies that align with their values, especially regarding ethical practices. Common approaches to ESG investing include: Screening : This involves excluding companies that do not meet specific ESG criteria.

Finance

CFA Institute

JANUARY 22, 2025

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Prioritization

CFO Talks

AUGUST 6, 2025

Set up a robust communication and reporting cadence. Technology and Data Integration Your finance systems must support multi-entity, multi-currency, and multi-GAAP reporting. Manual workarounds won’t scale and can lead to serious reporting errors. Lawyers, tax specialists, and auditors in each country are your lifeline.

Foreign Exchange

CFA Institute

MAY 19, 2025

Higgins is the author of Investing in U.S. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.” Financial History: Understanding the Past to Forecast the Future.

Leadership

CFO Talks

JULY 16, 2025

Strategic Thinking Begins at Ground Level CFOs are expected to contribute to strategic decisions, from capital investment and resource planning to risk management and growth strategy. It needs CFOs who can engage with strategy, manage risk, support operations, and drive performance, not in theory, but in practice.

Finance

Future CFO

APRIL 28, 2025

He advocates for dynamic adjustment of payment terms based on these insights: "When they have visibility of these insights, Businesses might implement shorter payment periods for higher-risk customers or offer extended terms to reliable clients with strong credit histories."

Sales

CFO Talks

NOVEMBER 11, 2024

For instance, working with colleagues from Brazil and Portugal introduced me to different methodologies in project management that emphasized creativity and flexibility, contrasting with the more structured approaches I was familiar with. Additionally, I learned the importance of cultural sensitivity and effective communication.

CFO

CFA Institute

OCTOBER 8, 2023

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.

Currencies

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A)

Future CFO

FEBRUARY 2, 2025

Implementation Budget and Costs: The investment (budget and resources) for implementing AI in finance, including technology refreshment, change management towards best practices and training, can be challenging for businesses in APAC, especially for small and mid-market companies.

Accounts Payable

E78 Partners

NOVEMBER 26, 2024

When private equity firms seek to optimize the performance of their portfolio companies and maximize investment returns, partnering with the right consulting firm, like E78, can be a game-changer. Still, it’s often early in the investment cycle or when a portfolio company faces challenges requiring specialized knowledge.

Investments

CFA Institute

JUNE 24, 2025

Mee‑Hyoe Alana Koo is a multilingual communication, education, and content professional with more than 15 years of experience spanning journalism, translation, interpretation, and strategic consulting. as CEO, crafting thought‑leadership content, managing global sustainability projects, and overseeing digital strategy.

Investments

Global Finance

DECEMBER 26, 2024

The corporate FX market is undergoing a transformation driven by technological advancements that enhance efficiency, improve risk management, and democratize access for businesses of all sizes, says Luis Martins, head of Global Macro at BBVA. Still, they need to consider factors like stability and ease of trading before using them.

Foreign Exchange

CFA Institute

DECEMBER 26, 2023

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Performance Measuring

Global Finance

MAY 2, 2025

And in March, Fidelity Investments, one of the worlds largest asset managers, was reported to be in advanced testing of its own stablecoin. Institutional interest extends to other regions as well, he adds; Abu Dhabis Sovereign Wealth Fund has invested more than $450 million in IBIT.

Currencies

CFA Institute

FEBRUARY 8, 2024

Dall, CFA, is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans.

Planning

CFO Talks

NOVEMBER 20, 2024

For instance, collaborating with international clients has taught me the importance of adapting my communication style and accounting methods to align with their expectations and values. Leadership and communication skills are also essential, as you’ll need to clearly convey financial insights to both financial and non-financial stakeholders.

CFO

Global Finance

DECEMBER 5, 2024

Foreign Direct Investment (FDI) trends show that Chinese companies are relocating to Mexico to produce there and then ship into the U.S., For example, consider the recent storm in Valencia, where people were unable to communicate, transport goods, or clear roads. The question is: what can Trump demand in exchange for rules of origin?

Economics

Global Finance

FEBRUARY 4, 2025

Tariffs, supply chain shifts, and trade digitalization demand adaptability, risk management, and banking partnerships. To mitigate the impact of tariff wars, businesses must carefully assess their trade risks, diversify their supply chains, and explore alternative markets.

Finance

Barry Ritholtz

MAY 6, 2025

How did it shape how you look at the world of investing? And risk is not about not losing money. Risk management is not about not losing money. Risk management is about unexpectedly losing money. But risk management is always about understanding what could go wrong and quantifying what could go wrong.

Profit and Loss

CFO Dive

JUNE 5, 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 Audit partner pessimism surges amid risk of recession: CAQ survey U.S. You can unsubscribe at anytime.

Auditing

CFO Dive

JULY 28, 2025

The UX approach provides the project team with the end-users’ perspective to inform how to design the technology and effectively communicate the change. Conclusion Finance technology implementations are not passive investments. You can unsubscribe at anytime. Please select at least one newsletter. Please select at least one newsletter.

Technology

CFO Dive

JULY 22, 2025

Security programs that fail to align with operational, financial, and regulatory stakes are simply ineffective,” Mayuresh Ektare, vice president of product management at Qualys, said in a blog post on the research. Will the new sequel and the franchise’s drama help attract more young people to the accounting profession?

Finance

CFO Dive

JUNE 24, 2025

Working in concert with the chief information security officer, the CFO can “better understand the probability and exposure to risk, set metrics on spending and ROI, and communicate recommendations for prioritizing cybersecurity spending,” they wrote. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

CFO

CFA Institute

JUNE 30, 2025

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

Healthcare

CFO Share

JUNE 6, 2024

The Role of a CFO in Financial Risk Management Managing financial risks is crucial to ensuring long-term business success. However, small business entrepreneurs are particularly ill-suited for risk management: optimistic, energetic, and abstract. What is Financial Risk Management?

Risk Management

CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication