Global Finance

JUNE 9, 2025

By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The technology uses a generative AI conversation assistant in Microsoft Teams, analyzing raw financial data to produce personalized insights for Brazilian micro and small businesses.

Compliance

E78 Partners

DECEMBER 12, 2024

By integrating tools for data-driven decision-making, operational automation, and portfolio management, E78 enables private equity firms to optimize every phase of the investment lifecycle. This strategic use of Analytics and AI extends beyond the deal phase.

Technology

Bramasol

JANUARY 15, 2025

In this Insights news post we provide an updated look at the four key areas of AI, Cloud, Compliance and Sustainability. One of the key factors for success with agentic AI applications will be providing secure access to enterprise wide data sets for real-time analysis and decision making.

SAP

CFO Talks

NOVEMBER 29, 2024

Each step has enriched my experience, solidified my commitment to public sector finance, and prepared me for ongoing contributions to governance and skills development. When you’re young, focus on deeply understanding the core accounting principles, financial reporting, and regulatory compliance.

CFO

CFO Talks

FEBRUARY 25, 2025

What is IFRS Compliance? Being IFRS-compliant means that a company follows a set of internationally recognised accounting rules when preparing its financial statements. These rules, set by the International Accounting Standards Board (IASB), are designed to make financial reports clear, comparable, and reliable.

IFRS

CFO Talks

JUNE 3, 2025

The CFO is not just the gatekeeper of financial data. It helps you stay grounded when the CEO questions your forecast, when a compliance issue lands on your desk, or when your team misses the mark. And for CFOs who want to lead beyond the spreadsheet, it is one of the smartest investments you can make. It is a practice.

Forecasting

Future CFO

MAY 11, 2025

Some are focused on managing tax risks, others on optimising cash flow, enabling new investments, or designing more efficient cross-border business structures. Being part of those transformative moments - when finance leaders realise that tax can be a lever for growth, not just compliance - is incredibly rewarding.

Leadership

Global Finance

JUNE 9, 2025

Its DAX[AI]ON event last year brought together industry leaders, innovators, and experts to explore the transformative potential of Gen AI in the financial sector. Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms.

Startups

CFO Talks

JULY 16, 2025

They can ask sharper questions, spot inconsistencies quickly, and link financial insights to operational performance. 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.

Finance

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

The Charity CFO

MARCH 13, 2025

From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. If your organization doesnt have airtight financial oversight, youre at risk of losing funding. Misallocating funds can lead to compliance violations and loss of trust from funders.

Nonprofit

Global Finance

FEBRUARY 12, 2025

Technology has become the cornerstone of any strategy to attract and retain these younger generations, enabling firms to provide the digital experiences, data-driven personalization, and socially responsible investment options they expect. This is crucial for retaining clients as their financial needs evolve.

Compliance

The Finance Weekly

FEBRUARY 22, 2025

Industry-Specific Solutions Workday Adaptive Planning offers customized financial solutions across multiple industries. Healthcare Supports compliance and regulatory reporting. Forecasts financial impact of healthcare policy changes. Business Services Enables project-based resource and financial planning.

Financial Planning and Analysis (FP&A)

CFO Strategic Partners

APRIL 14, 2025

Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA). EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A)

CFO Talks

MAY 27, 2025

From Scorekeeper to Strategist: How the CFO Role Has Changed Traditionally seen as the guardian of financial data, the CFO is now expected to be a multi-disciplinary leader. Balancing Wellbeing and Financial Performance Can CFOs afford to invest in employee wellbeing? Farrell says yes, but with a caveat.

Leadership

E78 Partners

JUNE 16, 2025

Early IT due diligence, followed by a structured integration plan, ensures scalability and data consistency from the outset. 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)

Bramasol

JULY 16, 2025

The utilities industry is seeing a notable trend toward adopting cloud-based ERP solutions and advanced subscription management software to address changing business models, customer preferences, energy sharing practices, and complex compliance issues. Ten Major Trends of Change in the Utilities Industry 1.

SAP

Bramasol

JULY 7, 2025

Revenue recognition challenges are rising as companies adopt more complex business models, while the rise of cloud ERP solutions is enabling companies to streamline their operations, ensure compliance, and adapt to new revenue streams. ASC 606/IFRS 15 Compliance : Under the ASC 606 (U.S.)

SAP

Bramasol

MAY 13, 2024

Discover how SAP solutions lay a solid foundation for audits and next level PCAOB or AICPA compliance reviews. For any public company, the goal of successfully complying with periodic financial reviews by external auditors cannot be overstated.

Auditing

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

Maintaining accurate records across a diversified portfolio can be a considerable challenge in terms of compliance, transparency, and risk. For single and multiple family offices, governance is key to financial success and is an important element of your organizational structure. Choosing the right accounting software is important.

GAAP

PYMNTS

JANUARY 14, 2020

Other regulations adding weight to financial service providers’ compliance burden include Europe’s PSD2 and the U.K.’s ’s Open Banking , which promote end-customer ownership of financial data and enable those customers to allow for banks to share their financial data with third-party service providers.

Securities

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance

CFO Share

JULY 16, 2024

A controller primarily oversees accounting processes, ensuring accurate financial records and compliance with regulations. In contrast, a CFO is a more strategic financial professional, focusing on long-term planning, investor relations, and overarching financial strategy.

Financial Planning and Analysis (FP&A)

PYMNTS

MARCH 27, 2019

While regulators had transparency and financial security in mind when introducing more stringent requirements for banks following the global financial crisis, financial institutions faced a sudden surge in the burden compliance. The Key To Compliance Is Data.

Compliance

CFO Talks

AUGUST 28, 2024

Navigating South Africa’s Reporting Maze: What Every CFO Needs to Know Navigating the complex landscape of regulatory reporting in South Africa can be daunting, especially for CFOs who bear the responsibility of ensuring compliance while also driving strategic financial decisions.

CFO

Future CFO

MAY 15, 2024

Asia’s ESG journey BlackLine regional vice-president for Asia, Nikhil Parambath , says Asia's business leaders are focusing on strategic initiatives for long-term growth, with an increasing emphasis on ESG compliance to build trust among stakeholders. ESG integration has transitioned into standard business practice,” she adds.

Finance

PYMNTS

JULY 5, 2017

Born, who spoke with PYMNTS about what’s missing in today’s array of business intelligence tools, noted that despite the field having adopted sophisticated technologies like data analytics and artificial intelligence (AI), there is often a human element missing from the reporting process. But data can quickly turn into a burden.

Financial Data

Bramasol

SEPTEMBER 29, 2023

They are expected to provide financial leadership and insight into the organization's strategic direction. This involves not just managing financial data but also interpreting it to guide decision-making. Globalization CFOs have long needed to assure compliance with two different standards-setting bodies.

Technology

Future CFO

JULY 14, 2022

For example, companies operating in carbon-intensive sectors may face higher carbon taxes and other compliance costs, or find themselves becoming less viable to operate in the future economy,” said Lee Bing Yi , Sustainability & Climate Change Director at PwC Singapore. These technologies don't stand alone.

Risk Management

The Finance Weekly

SEPTEMBER 22, 2024

Invest in fostering a positive company culture and explore retention incentives beyond salary, such as additional paid time off, enhanced benefits, and flexible work opportunities. Breaking Down Data Silos for Smarter Budgeting Thriving in the current 2024 budgeting season requires unified, accessible, and accurate data.

Budgeting

Future CFO

FEBRUARY 22, 2024

The financial landscape is evolving at breakneck speed, driven by big data, globalisation, and digitisation. The pressure on finance leaders to deliver strategic insights and ensure compliance is mounting in this dynamic environment. These challenges, like tangled vines, impede progress.

Financial Planning and Analysis (FP&A)

Bramasol

OCTOBER 2, 2024

These include carbon taxes and ETF trading schemes, emphasizing the urgency to meet data and compliance standards. However, many companies struggle to gather all the necessary data due to error-prone manual processes and incomplete audit trails that jeopardize internal compliance and external assurance.

SAP

Future CFO

SEPTEMBER 8, 2022

The CFO needs to make sure the company is financially sound and attractive to investors. Investors, customers and companies themselves look at ESG data to assess the performance of the company, and whether it is a good investment,” he opined. Lastly, is getting companies to get past the compliance stage.

CFO

Future CFO

DECEMBER 18, 2022

In the coming year, CFOs will be expected to focus on helping their companies build resilience – whether through critical decision-making backed by a real-time view of financial data, or ensuring competitive advantage with digital transformation and sustainability initiatives. Steering companies through the economic volatility ahead.

Economics

PYMNTS

JANUARY 22, 2021

While 2021 has kicked off with a bang in the venture capital arena — with several high-value investments on the books — this week's B2B VC roundup is all about the seed rounds. Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management.

B2B

Future CFO

FEBRUARY 4, 2024

NP: Training AI models to understand and interpret complex financial data accurately requires dedicated time and resources. As legislators across the region seek to promote responsible AI adoption , firms may find it challenging to keep up with developments and ensure compliance.

Finance

Global Finance

JULY 29, 2024

Indeed, GenAI, with its ability to collect and interpret financial data on a vast scale, could force some of the Arabian Gulf region’s biggest banks to rethink their already costly digital banking strategies. AI algorithms analyze vast amounts of data to assess credit risk, detect anomalies, and prevent AML fraud,” Saxena notes.

Management Consulting