Tue.Jun 24, 2025

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Clarity by Design: The New Infrastructure for Investment Firms

CFA Institute

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. She holds a B.A. in International Relations & English Literature from Ewha Womans University in South Korea. She is TESOL‑certified (Arizona State University) and a graduate of the Literature Translation Institute of Korea.

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Judge approves AT&T’s $177M data breach settlement

CFO Dive

Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management L

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How to Define and Calculate ARR

The SaaS CFO

Defining and calculating ARR is a hot topic. I have been talking to a lot of SaaS founders and finance leaders about how to properly calculate annual recurring revenue. Not too easy with today’s pricing and business models. The shift in pricing models (usage, consumption, outcome-based) has made the lives of tech CFO’s more difficult. […] The post How to Define and Calculate ARR appeared first on The SaaS CFO.

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Uber alum turned Remote CFO applies ‘risk-on’ lessons

CFO Dive

Remote CFO Michiel Boere is taking advantage of the payroll platform’s dry powder to make long-term investments that let it prepare for where “customers will want us to be in three years,” he said.

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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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Bloomberg Hedge Fund & Alternative Manager Forum 2025

The Big Picture

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.

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Higher Limits Power B2B Real-Time Payment Volumes

Trade Credit & Liquidity Management

The Clearing House raised the real-time payments (RTP) transaction limit from $1 million to $10 million in February 2025. Since the increase, Bank of America (BofA) reports that transactions over $1 million now account for more than half the total value of U.S. real-time payments processed for corporate clients. Rival network FedNow raised its own limit from $500,000 to $1 million on June 24, 2025.

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Ex-Hewlett Packard, Sprint CFO joins Pure Storage

CFO Dive

Tarek Robbiati succeeds outgoing finance chief Kevan Krysler, who has held the post at the Santa Clara, California-based data storage company for five years.

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USDC Stablecoin Integrated into Core Banking by Matera and Circle

Trade Credit & Liquidity Management

From a Press Release dated June 11, 2025, Philadelphia, Pennsylvania Matera , a leading financial technology provider, has partnered with Circle , the global issuer of the USDC stablecoin, to integrate stablecoins as a mainstream payment method within core banking systems. This marks the first time a banking technology provider in the region has natively integrated USDC, aiming to bridge digital currencies and traditional financial systems.

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When Conversion Tells the Story | Larry Roseman, CFO, Thumbtack

CFO Thought Leader

During the SVB banking crisis, Larry Roseman faced the risk of losing all of Thumbtack’s cash. He responded by diversifying banking relationships, revising covenants, and overhauling investment policies—transforming a high-stakes liquidity scare into a lasting strategy for financial resilience and operational continuity. Now Watch Our Complete Episode Featuring CFO Larry Roseman of Thumbtack Larry Roseman shares how navigating early-career crises shaped his leadership through COVID-19 and the SV

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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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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

Welcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch. Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for busines

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The Board Bought a Fantasy. You’re Living the Nightmare!

CFO Talks

The Board Bought a Fantasy. You’re Living the Nightmare! When a business model stops working, the signs are everywhere. Decisions take too long. People argue over priorities. Teams duplicate work because no one is sure who is responsible for what. Clients feel the disconnect before the board does. And often, finance is the first to spot that the numbers no longer make sense.

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A $17 billion opportunity: Why global capital is chasing India’s office assets

CFO News

India's commercial real estate sector has transformed into a globally competitive market, attracting multinational tenants and institutional investors. The office sector, driven by the growth of Global Capability Centers (GCCs) and REITs, offers high-quality spaces at competitive costs. This presents a compelling investment opportunity for global capital seeking stable, high-yielding assets in a rapidly expanding market.

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Powell affirms ‘wait-and-see’ rate policy, bucking Trump’s call for cuts

CFO Dive

Since the Federal Reserve met last week, two policymakers have said they may favor a quarter-point reduction in the main interest rate at a July 29-30 meeting.

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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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‘Don’t just chase valuation’: CFOs back narrative-driven IPO strategy

CFO News

At an ETCFO webinar titled 'CFO’s role in the IPO Journey', CFOs as well as market experts called valuation an art more than a science, implying that more than the calculations, the essence lies in the narrative that is communicated to the long-term investors.

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How Long-Life Assets Shape a Growth Strategy | Kent Hoskins, CFO, Concord

CFO Thought Leader

A Finance Strategic Moment Kent Hoskins helped redirect Boosey & Hawkes’ focus from low-margin sheet music—50% of revenue but just 15% of EBITDA—to high-value IP. By outsourcing distribution and reallocating resources, the company increased profit margins and revenue, reinforcing Hoskins’ lasting belief: strategy must prioritize profitability, not just top-line growth.

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India's NSE offers $160 million to settle with regulator, move ahead with IPO, sources say

CFO News

NSE IPO: The National Stock Exchange of India proposes a historic $160 million settlement with the SEBI to clear legal hurdles for its IPO, possibly launching before May 2024.

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Spain: Post-Pandemic Champion

Global Finance

Since the Covid-19 pandemic peaked in 2021, the Spanish economy has consistently outperformed the rest of Europe, and economists expect it to outshine its peers this year once again. That doesn’t mean the country is immune to global headwinds, however, including the tariff disruptions and trade tensions that Washington ignited in April, and by 2026, GDP growth is seen slowing significantly from its current lively pace. “We already know that economic growth in the first quarter of 2025 was

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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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NPCI reports 42% jump in FY25 profit; revenue grows to Rs 3,270 crore

CFO News

NPCI generates revenue primarily by operating digital payment infrastructures such as UPI, IMPS (Immediate Payment Service), AePS (Aadhaar-enabled Payment System), BBPS (Bharat Bill Payment System), and NCMC (National Common Mobility Card). It earns a percentage of the transaction value processed by partner banks.

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Push to freeze state AI regulation clears Senate hurdle

CFO Dive

Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management L

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CCI okays Bain Capital's proposal to acquire stake in Manappuram Finance

CFO News

The Competition Commission of India (CCI) has approved Bain Capital's acquisition of a stake in Manappuram Finance and Manappuram Asset Finance. Bain Capital, through its affiliates, will acquire shares via private placement, warrants, and an open offer, potentially holding 26% of expanded voting share capital. This move triggers a mandatory open offer under SEBI's SAST rules.

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Adani Group refinances $750 mn debt of Mumbai Airport unit

CFO News

Adani Airports Holdings has successfully refinanced $750 million in debt for Mumbai International Airport with backing from major international funds like Apollo and BlackRock. The new notes, maturing in 2029 and priced at 6.9%, mark India's first investment-grade rated private bond issuance in the airport infrastructure sector. The deal also allows for raising an additional $250 million.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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Reliance Retail to bring luxe arm under its fold to boost efficiency

CFO News

Reliance Brands, the luxury retail arm of Reliance Retail, is merging its operations with its parent company as Reliance Retail prepares for a potential listing. This consolidation aims to streamline operations, eliminate redundancies, and improve efficiency across its retail business.

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Fiscal leakage, faulty data hike welfare outlay by 4-7%: Report

CFO News

A Niti Aayog report reveals that fiscal leakage and flawed beneficiary records inflate welfare costs by 4-7% annually, highlighting the critical need for improved data quality in India's digital governance. The report emphasizes that inaccurate data undermines public trust, hinders efficient service delivery, and necessitates a shift from expanding digital infrastructure to ensuring data precision and integrity across all sectors.

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Sebi rule: UltraTech must sell 7% in India Cements

CFO News

UltraTech Cement's acquisition of India Cements comes with the challenge of meeting SEBI's minimum public shareholding requirements. To comply, they must divest 7% of their stake, amounting to ₹667 crore. With a recent open offer that garnered substantial investor enthusiasm, UltraTech has a deadline of February 2026 to ensure that at least 25% of the shares are publicly owned.

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India central bank withdrawing surplus funds will dampen money market's mood

CFO News

Reserve Bank Of India: US-INDIA-CENBANK-India central bank withdrawing surplus funds will dampen money market's mood

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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.