Mon.May 12, 2025

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How to choose the best FP&A software: Advice from an FP&A expert

Jedox Finance

Choosing the right FP&A software is one of the most important decisions Finance leaders can make today. The right tool doesn't just automate reports or speed up planning cycles; it can fundamentally change how Finance partners with the business, helping shift the role of FP&A from reactive number crunching to proactive, strategic decision-making.

Finance 52
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Prologis CFO details a $6B credit line strategy for turbulent times

CFO Dive

The industrial real estate company’s finance chief says multiple credit lines both shield the balance sheet from market disruptions and enable the REIT to seize on opportunities.

CFO 181
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Trending Sources

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RWM & HNTI Are Coming to Chicago!

Barry Ritholtz

Ive spent the last 30+ Thanksgivings in Chicago. It’s a great city, with wonderful food, cold winters, and warm people. We opened an office here a few years ago with two fantastic advisors (Jonathan & Brian) and a killer staff (Anna and Colleen). Since then, the Chicago hub has grown rapidly, running a lot of our operations. We finally reached the point where we needed a great office to fit the great RWM folks here.

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Chewy CFO resigns; looks to return to semiconductor industry

CFO Dive

The CFO’s departure comes after Chewy reported rising sales and customer figures for 2024, despite seeing its stock value wobble amid “meme” stock trades.

CFO 181
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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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Why Every Nonprofit Needs a Skilled Accounting Team

The Charity CFO

When youre running a nonprofit, its tempting to think of accounting as something you can get by withmaybe its a part-time admin, a volunteer with QuickBooks experience, or a reactive scramble at tax time. But heres the truth: If your organization doesnt have a skilled accounting team, you dont just have a bookkeeping problem. You have a risk management problem.

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Webinar: AI in Treasury: The Next Evolution | June 12

Strategic Treasurer

AI in Treasury: The Next Evolution June 12 | 2:00 PM EDT Register Now Date Thursday, June 12, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Yogaraj (Yogs) Jayaprakasam, Deluxe Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.

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How Financial Advisors Can Leverage The Effectiveness Of Niche Marketing Without Having One

Nerd's Eye View

A common structure at many advisory firms is for the owner to handle most of the sales and prospecting, while employee advisors focus on delivering planning and analysis for existing clients. While this model can work well in the early stages of a firm, it often becomes a bottleneck over time, limiting growth to the firm owner's marketing capacity and leaving employee advisors underprepared for more senior roles that require business development skills.

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How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases

CFA Institute

Raluca Filip, CFA, PRM, is a decision-making coach and trainer who works with leaders and institutions to sharpen critical thinking and align decisions with long-term goals. As the founder of By Choice Consultancy, she specializes in helping individuals and organizations overcome decision-making challenges by integrating behavioral insights, financial expertise, risk management, and strategic thinking.

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#358 – Learning from Literature: Adaptability and Change

Strategic Treasurer

Episode 358 Learning from Literature: Adaptability and Change In this Learning from Literature episode, Craig Jeffery explores ancient wisdom on change from Heraclitus and Socrates. How can treasurers and business leaders embrace change rather than resisting it? From technology shifts to generational mindsets, discover how focusing on building the new fosters adaptability, resilience, and forward momentum in a dynamic financial world.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Gensol Engineering promoters resign from company after SEBI order

CFO News

Earlier on April 15, the Securities and Exchange Board of India (Sebi) barred Gensol Engineering and promoters Anmol Singh Jaggi and Puneet Singh Jaggi from the securities markets till further orders in a fund diversion and governance lapses case.

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7 subtle signs a friend is trying to cancel you from their life, according to psychology

Small Biz Bonfire

Friendships, like any other relationship, can ebb and flow. But sometimes there’s a subtle shift, a quiet withdrawal that signals your friend might be trying to phase you out of their life. According to psychology, there are certain signs that can reveal this. These signs, often overlooked or dismissed as overthinking, can give us clarity about the state of our friendships.

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India faces 1.5 crore cyber attacks post-Pahalgam strike, most traced to Pakistan, Bangladesh

CFO News

A senior official of Maharashtra Cyber debunked claims of hackers stealing data from Chhatrapati Shivaji Maharaj International Airport in Mumbai, hacking aviation and municipal systems, and targeting the Election Commission website.

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Help Past Due Customers & Protect Your Company with Promissory Notes

Trade Credit & Liquidity Management

It is not unusual for a customer with a good payment history to have short-term cash flow issues that drive up their past due balances. As a credit executive, you are on the front line to protect your company from losses. Equally important is to do whatever you can to enhance revenue opportunities. When a customer is seriously past due with a significant balance, a way to avoid third-party collection or legal action is to work with the customer and reconfigure the debt.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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RBI dividend to inject fresh liquidity

CFO News

The RBI's substantial dividend payout to the government, fueled by strong earnings from forex reserve deployment and dollar sales, is set to inject significant liquidity into the banking system, potentially reaching Rs 6 lakh crore.

Sales 40
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CFOs: You have a talent crisis on your hands. And it’s about to get worse.

CFO Dive

The finance talent crisis is real, but AI offers a way forward. Learn how CFOs are using automation to boost productivity and elevate finance as a strategic partner.

Finance 266
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AI phones to get more affordable as smaller brands get cheaper chips

CFO News

As per market research firm Canalys, the average selling price of AI smartphones has fallen by 39% on-year in the March quarter to $994 from $1,140 a year ago.

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Why retail’s e-commerce disruption era is over

CFO Dive

Brick-and-mortar stores drive the vast majority of core retail sales, and that won’t change any time soon, according to a report from commercial real estate firm Colliers.

Sales 141
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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Common Empanelment sparks industry shift; Insurers seek oversight and fairer hospital pricing

CFO News

IRDAI's common empanelment drive is underway, with insurers onboarding 4,000 - 5,000 hospitals for a cashless network. With the PMJAY pricing model expanding its reach in the health insurance space, ETBFSI spoke to insurers to understand how this shift could change hospital partnerships and claim settlements.

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US, China agree to reduce tariff rates for 90 days

CFO Dive

By Wednesday, the two countries will charge 10% baseline duties during the period and remove certain retaliatory levies that pushed rates over 100%.

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Tax dept detects 1,549cr in bogus billing, blocks 108cr fraudulent ITC claims: Min

CFO News

Punjab's finance minister, Harpal Singh Cheema, reported that the state's taxation department has detected Rs 1,549 crore in bogus billing this fiscal year, blocking fraudulent ITC claims worth Rs 108.79 crore. The AAP government's GST collections reached Rs 62,733 crore in three years, driven by stringent checks and technology, contrasting with previous regimes.

Finance 40
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How digital innovation is shaping the future of banking

Global Finance

Digital banking usage has surged across Europe in the last decade, as the way we bank has been transformed dramatically. The percentage of EU citizens using online banking in the last decade has risen from 42% to 67%, in Spain that number was closer to 75% in 2024 1. CaixaBanks growth in digital channels reflects these trends. The Bank is, by some distance, the leading digital bank in Spain.

Banking 64
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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Motilal Oswal founders invest $100mn in Zepto

CFO News

Motilal Oswal and Raamdeo Agrawal invested $100 million in Zepto through a secondary transaction, valuing the company at $5 billion. This move increases Zepto's domestic shareholding to over 35% as it prepares for an IPO. The founders' investment is part of a larger $350 million secondary share sale, attracting interest from other investors like Edelweiss and Hero Fincorp.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning planereads: Does One Line Fix Google : Forget AI. Google just created a version of its search engine free of all the extra junk it has added over the past decade-plus. All you have to do is add “udm=14” to the search URL. ( Tedium ) How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes : Modern financial advisors are schooled in the knowledge needed to steer their clients in the right direction.

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India’s insolvency law has bankers going bald

CFO News

India's bankruptcy code faces new challenges. A court ruling threatens to reverse completed resolutions. Lenders may have to return funds received from distressed asset sales. This decision creates uncertainty for investors. It also undermines the effectiveness of the insolvency process. The government must address these issues to restore confidence.

Sales 40
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Embedding AI Into Finance Workflows | Gillian Munson, CFO, Vimeo

CFO Thought Leader

A Finance Strategic Moment One week into a CFO post, Munson was airdropped into a foreign audit room and told to fix a complex tax exposure outside her expertise. She mobilized auditors, tapped her network, and resolved it quickly. The baptism fortified her learnfast, calleveryone playbook, sharpening courage and pattern recognition for future unknowns.

CFO 52
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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.