Mon.Jul 07, 2025

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How to develop financial strategies for business success [2025]

Cube Software

What is a financial strategy? A financial strategy is a high-level plan that guides how a company manages its financial resources to achieve business objectives. It determines how cash flow, investments, expenses, and revenue generation align with long-term goals. The CFO is responsible for developing and executing this strategy, ensuring financial decisions support corporate growth and resilience.

CFO
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Unverified filings list Tesla CFO as treasurer of new Musk political party

CFO Dive

The documents filed with the Federal Election Commission — one of which Elon Musk has decried as false — could indicate a blurring of the Tesla finance chief’s professional boundaries.

CFO
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Trending Sources

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#366 – Leading Practices in Treasury: Strategies for Unforeseen Challenges

Strategic Treasurer

Episode 366 Leading Practices in Treasury: Strategies for Unforeseen Challenges In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times.

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J.P. Morgan – World’s Best Emerging Market Bank For 2025

Global Finance

Jamie Dimon , Chairman and Chief Executive Officer JP Morgan Global Finance announces its selections for the World’s Best Banks 2025, including its honoree for the World’s Best Emerging Market Bank, which is being revealed here for the first time. The 2025 World’s Best Emerging Market Bank is J.P. Morgan. “Banking on its broad product portfolio tailored for the emerging markets, fortress balance sheet, and global presence, J.P.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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BILL Launches Supplier Payments Plus to Revolutionize SMB-to-Supplier Payments

Trade Credit & Liquidity Management

From a Press Release dated June 30, 2025, San Jose, California BILL, a financial operations platform for small and midsize businesses (SMBs), recently announced the launch of BILL Supplier Payments Plus. This new solution is designed to transform the payments experience between enterprise suppliers and SMBs by making it easier and faster for large suppliers to receive and record payments from thousands of SMBs.

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CIBC Mellon – World’s Best Sub-Custodian Bank For 2025

Global Finance

Mal Cullen , Chief Executive Officer of CIBC Mellon Global Finance announces its selections for the World’s Best Banks 2025, including its honoree for the World’s Best Sub-Custodian Bank, which is being revealed here for the first time. The 2025 World’s Best Sub-Custodian Bank is CIBC Mellon. “CIBC Mellon’s extensive local knowledge, operational scale, and strategic IT investments have enabled the sub-custodian to maintain its dominant lead in the market.

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Fintech sector must focus on financial education and consumer protection, says DFS Secretary

CFO News

Department of Financial Services Secretary M Nagaraju has called upon India's FinTech sector to prioritize financial education and consumer protection as the country continues its digital transformation journey.

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Wealthbox Signals Plan To Move Upmarket After Selling $200M Majority Stake (And More Of The Latest In Financial #AdvisorTech – July 2025)

Nerd's Eye View

Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that CRM provider Wealthbox has sold a majority stake in itself to PE firm Sixth Street, marking a new phase in its growth from having a customer base primarily concentrated among small and midsize RIA firms

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Webinar: AI-Powered Attacks on Treasury: What You’re Missing and How to Prepare | August 7

Strategic Treasurer

AI-Powered Attacks on Treasury: What You’re Missing and How to Prepare August 7 | 2:00 PM EDT Register Now Date Thursday, August 7, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Ramesh Menon, Eftsure Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Pending approval for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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AI for FP&A: The complete guide [2025]

Cube Software

What is AI for FP&A? AI for FP&A merges intelligent technologies with core financial processes to automate manual tasks, generate more accurate forecasts, and surface insights quickly. This shift turns FP&A from a reactive, reporting-heavy discipline into a forward-looking, strategic finance partner for the business.

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Trump sets 25% tariffs on Japan and South Korea, and new import taxes on 12 other nations

CFO News

President Trump has imposed a 25% tariff on goods from Japan and South Korea, with additional tariffs on other nations set to begin on August 1st. Trump warned countries against retaliating with their own tariffs, threatening further increases.

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Trump’s megabill: Quick CFO takeaways

CFO Dive

No matter where finance leaders stand on the political spectrum, President Trump’s reconciliation bill warrants attention as it is poised to touch bottom lines for many years to come.

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BBVA – World’s Best Corporate Bank for 2025

Global Finance

Onur Genç , Chief Executive Officer of BBVA Global Finance announces its selections for the World’s Best Banks 2025, including its honoree for the World’s Best Corporate Bank, which is being revealed here for the first time. The 2025 World’s Best Corporate Bank is BBVA. “By blending its expertise in sustainable finance, transaction banking and capital raising, BBVA has maintained its leadership in corporate banking while generating significant growth in revenue and profitability.

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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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Dealing with Change? Lead or Get Out of the Way

Trade Credit & Liquidity Management

As a Credit or Treasury Manager, your role is highly visible to key company stakeholders, customers, and senior management. Perceptions of your performance and leadership drive your effectiveness and career potential. In addition, your role is being affected by significant advancements in technology, the emergence of artificial intelligence (AI) applications, a turbulent economy, a dynamic global environment, e-commerce innovations, expanding use of virtual currencies, evolving demographics, and

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Building Value Through Operational Insight | James Redfern, CFO, Reltio

CFO Thought Leader

James Redfern, who spent a decade at Morgan Stanley, told us that people management in investment banking was “more loosely defined.” When he later moved into a more operational role, he realized that people—were the key to driving performance. Redfern would make “intentional people management” a core part of his finance strategic playbook.

CFO
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Ban order in Jane Street case shows SEBI has enough powers: Tuhin Kanta Pandey

CFO News

Securities and Exchange Board of India (SEBI) Chairman, Tuhin Kanta Pandey, said on Monday that SEBI has all the powers to act against manipulative trading activities in the matter related to New York-headquartered trading major Jane Street Group, which is very evident from the interim order that has been issued to ban the global giant from the Indian stock market.

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Harmonised Solutions Connect Exporters and Importers in Volatile Markets

Global Finance

Different financing goals, geopolitical risks, and interest rate changes as well as currency fluctuations often create hurdles that may endanger the completion of a deal. However, with the right banking partner, these challenges can be transformed into opportunities. Experts from Raiffeisen Bank International discuss how these needs can be met, using a real-world scenario.

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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India tapping new markets, taking to reforms to fight trade curbs: Nirmala Sitharaman

CFO News

Finance Minister Nirmala Sitharaman emphasized India's resilient economic strategy at the BRICS meeting, highlighting diversification, infrastructure growth, and structural reforms. She advocated for BRICS leadership in inclusive multilateralism amid global institutional challenges, urging cooperation and reforms. This comes as the US warns against aligning with BRICS, while China defends the group as non-confrontational and open to cooperation.

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Programmable payments and the future of finance automation

CFO Dive

SAP’s payment solutions enable real-time visibility into transactions, ensure seamless compliance with regulation, provide cost saving and risk minimization opportunities.

SAP
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Jio BlackRock raises more than Rs 17,800 crore through debut new fund offer

CFO News

Jio BlackRock Asset Management has successfully raised over Rs 17,800 crore ($2.1 billion) through its initial offering of three cash or debt mutual fund schemes. This marks the first offering since the joint venture between Jio Financial Services and BlackRock received its license in May.

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​ION wins “Best Sell-Side OMS” at Capital Markets Technology Awards APAC 2025

Reval

​LONDON – 07 July 2025: ION, a global leader in trading and workflow. The post ​ION wins “Best Sell-Side OMS” at Capital Markets Technology Awards APAC 2025 appeared first on ION.

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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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FinTech Funding June 2025: Indian FinTechs raise USD 157 Mn

CFO News

Indian FinTechs raised a total of USD 156.9 million in June 2025, registering a decline from USD 210.7 million in May and USD 238.9 million in April. FlexiLoans led the chart with a USD 45.2 million raise, followed by Popclub and GoKwik. Out of the nineteen deals, three were seed-stage, while the rest spanned Series A to growth rounds.

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Caine & Weiner Grows National Footprint by Acquiring Collection Consultants of California

Trade Credit & Liquidity Management

From a Press Release dated May 31, 2025, Los Angeles, California Caine & Weiner (C&W), a leading accounts receivable management firm with over 95 years of experience, announced its acquisition of Collection Consultants of California (CCOC), a well-established California-based accounts receivable management company founded in 1986. This strategic move aims to combine C&W’s national scale, advanced technology, and compliance infrastructure with CCOC’s specialized expertise,

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Jane Street to contest SEBI's manipulation charges: Reports

CFO News

Jane Street is challenging India’s market regulator SEBI after being banned for allegedly manipulating Indian bank stocks to gain over $550 million. SEBI claims the US firm ran a deliberate plan, but Jane Street calls the charges “extremely inflammatory” and says its trades were standard arbitrage. The dispute traces back to a lawsuit Jane Street filed about stolen strategies.

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12+ Best FP&A software for small businesses [2025]

Cube Software

What is FP&A software? Financial planning and analysis (FP&A) software is a type of financial management tool that helps businesses plan, monitor, and optimize their financial performance. These tools support budgeting, forecasting, scenario planning , reporting, and strategic analysis, all in one platform.

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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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Mukesh Ambani, Asia’s richest tycoon, is making America great again

CFO News

Ongc: Amidst trade tensions, Mukesh Ambani's Reliance Industries is poised to import US ethane, potentially reshaping India's fuel economics.

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Navigating Risk, Noise, and Uncertainty

The Big Picture

 I had a fun conversation with Adam Gower, who runs Gower Crowd — a real estate capital sourcing firm that “builds digital marketing platforms for real estate sponsors.” He also hosts a podcast, The Real Estate Market Watch ( Apple , Spotify , YouTube ). Discussing risk, noise, and uncertainty from a real state perspective led to a fun conversation.

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TruCap Finance appoints Saurabh Sethi as Finance Head following CFO Sanjay Kukreja’s exit

CFO News

TruCap Finance has appointed Saurabh Sethi as its new Finance Head, effective July 7, 2025, following the resignation of CFO Sanjay Kkureja. Sethi brings over 18 years of experience across fintechs, NBFCs, and Big Four firms, with expertise in fundraising, IPOs, and financial systems.