Mon.Jun 09, 2025

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Unlocking Credit Decisions: Six Financial Metrics That Matter

Trade Credit & Liquidity Management

When reviewing a company’s financial statements to determine an appropriate credit limit, there are a multitude of things to consider. Trends related to revenue, profit, and equity, for example. Reviewing the relationship between key financial factors enables you to dig into the details and have a better perspective on how a company is performing.

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Tax, finance chiefs must craft a clear tax transformation ‘roadmap’: Deloitte

CFO Dive

Tax and finance leaders need to agree on a clear tax transformation plan in the face of complicated cost and regulatory pressures, Deloitte’s Emily VanVleet said.

Finance 260
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Trending Sources

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The Innovators 2025: Middle East

Global Finance

Regional Winners Most Innovative Bank in Middle East| ARAB BANK Acabes, Arab Bank’s in-house development factory, enabled the bank to launch an updated version of its Reflect banking app in 2024. Reflect benefits from a host of new digital features, including multicurrency subaccounts for deposits, savings, and payments. Customers can also use Salary Transfer and instant transfer features with these currencies.

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Consumer inflation expectations ease, job pessimism ebbs: New York Fed

CFO Dive

Federal Reserve Bank of New York survey results are more upbeat than others that highlight consumer anxiety that tariffs will push up price pressures.

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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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Never Take Candy from Strangers

The Big Picture

I grew up in the generation of latchkey kids: Both parents worked; you came home from school, fixed yourself a quick bite, then ran off to the playground for some stick- or b-ball. We weren’t wildly overscheduled; we didn’t have 20 hours a week of school events, after-school activities, and projects. We were (mostly) on our own. This led to a generation of parents who recognized the risks all this unsupervised play created.

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Reimagining AI’s Role In Finance

Global Finance

You wouldn’t think that the quipu—an abacuslike system of knotted cords used by the Incas for record keeping—would have much application to the breakneck adoption of artificial intelligence among financial institutions (FIs). But a Colombian financial-services company nurtured by Bancolombia Ventures harkens to that system. Quipu deploys AI-powered analyses of alternative data to determine the creditworthiness of microbusinesses.

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The Little-Known Credit Holding Up the Clean Fuel Market

CFA Institute

D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.

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The Innovators 2025: Western Europe

Global Finance

Regional Winners Most Innovative Bank in Western Europe | SOCIETE GENERALE Societe Generale’s Global Transaction and Payment Services division has launched several new innovations to reduce their corporate clients’ workload. These include IKAR, a Gen AI chatbot for cash management product-documentation inquiries; and the Digitrade Tool, which uses advanced data analytics, including algorithms and pattern recognition, to personalize the document-checking process.

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Webinar: Leveraging Universal RevRec for Pre-built Process Efficiency and Optimized Best Practices

Bramasol

Simplifying Revenue Recognition with SAP S/4HANA Cloud Public Edition: Introducing Universal RevRec In today's fast-evolving digital economy, revenue recognition is no longer just about compliance—it’s a strategic capability that drives insight, accountability, and business agility. As organizations deal with increasingly complex revenue streams across sales, services, subscriptions, and projects, the need for a flexible, scalable, and industry-tailored revenue recognition solution has never bee

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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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The Innovators 2025: North America

Global Finance

Regional Winners Most Innovative Bank in North America | BANK OF AMERICA Bank of America’s (BofA’s) dedication to improving customer experience is evident in the 12% increase in digital interactions by clients last year, reaching a recordbreaking 26 billion interactions. Corporate clients made over $1 trillion in payment approvals on the bank’s CashPro app in 2024—a 25% increase year on year.

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CBIC says DIN not required for GST notices issued via portal with reference number

CFO News

CBIC has amended its earlier circular mandating Document Identification Number (DIN) for show cause notices and GST orders, stating that DIN is not required if the notice is issued through the GST portal and already carries a reference number.

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The Innovators 2025: Latin America

Global Finance

Regional Winner Most Innovative Bank in Latin America| BANCO BRADESCO Banco Bradesco has incorporated innovative Gen AI applications into its operations to modernize services and processes. By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. The Bridge platform integrates services to optimize banking applications from different business areas, eliminating the need for subject-matter expertise.

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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty. In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be m

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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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Webinar: Thriving as a Treasurer Amid Economic Volatility | July 15

Strategic Treasurer

Thriving as a Treasurer Amid Economic Volatility July 15 | 2:00 PM EDT Register Now Date Tuesday, July 15, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Leo Gil, Bottomline 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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The Innovators 2025: Central and Eastern Europe

Global Finance

Regional Winners Most Innovative Bank in Central and Eastern Europe| AKTIF INVESTMENT BANK Aktif Investment Bank, Turkey’s largest privately owned inves tment bank, has applied AI to boost internal bank processes. In early 2025, the bank launched an AI-driven digital interview system that integrates realtime lip synchronization and natural conversation using ChatGPT.

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Ep 45: Redefining Efficiency: The Three Dimensions of AI ROI

CFO Thought Leader

In this episode of Planning Aces, co-hosts Jack Sweeney and Brett Knowles spotlight the FP&A strategies and AI adoption journeys of three CFOs—Gillian Munson (Vimeo), Dan Fletcher (Planful), and Chad Gold (FullStory). Each finance leader discusses how AI is reshaping their planning processes, from accelerating automation and revenue generation to transforming cross-functional collaboration.

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The Innovators 2025: Asia-Pacific

Global Finance

Regional Winners Most Innovative Bank in Asia-Pacific| TAIPEI FUBON BANK In 2024, the Taiwan bank introduced IntelliChat, a chatbot enabled by Gen AI, designed to handle customer-service queries. It has improved the retail-user experience at the bank by reducing previously long wait times for account information. Waiting to speak with a specialist or chatbot took an average of 27 seconds before implementation, compared with 20 seconds after implementation.

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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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#362 – Leading Practices in Treasury: Process Mindset

Strategic Treasurer

Episode 362 Leading Practices in Treasury: Process Mindset Pushpendra Mehta and Paul Galloway discuss how a comprehensive process mindset helps treasury deliver strategic value and improve efficiency across the organization. You can access the ebook Leading Practices in Treasury or its audiobook version here. Alternatively, you can watch the video version of the ebook here.

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Best Financial Innovation Labs 2025

Global Finance

Financial Services Company Labs (Working With External Startups and Scaleups) Many FIs host labs nurturing outside startups. These labs operate around the world and focus on everything from deploying Gen AI to streamlining regulatory and legal processes to deploying stablecoins to speed international transactions. Based in Morocco, Attijariwafa Bank has significant operations in 15 countries in northern and western Africa, along with branches in Europe and Asia.

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Foreign diplomats gain insights into India's robust financial infrastructure, market reforms

CFO News

India's robust financial infrastructure, market reforms, and the growing significance of Indian capital markets on the global stage was discussed in detail during a first-of-its-kind interaction held between the Heads of Foreign Mission in Delhi and the National Stock Exchange (NSE), in New Delhi on Monday.

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The Innovators 2025: Africa

Global Finance

Regional Winners Most Innovative Bank in Africa | NEDBANK MOZAMBIQUE In an effort to modernize operations, Nedbank Mozambique has implemented innovative digital solutions to strengthen its services and processes. Customers can use various functions across digital channels to easily transfer funds to mobile wallets or cash from prepaid cards to Nedbank accounts.

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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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Singapore poised to provide businesses with solid platform amid uncertainty

Future CFO

Singapore is poised to bring in a solid platform for businesses to manage uncertainties with its measured approach to trade diversification, regulatory modernisation, and workforce adaptability. According to TMF Group 's annual Global Business Complexity Index (GBCI), investment strategies, spearheaded by entities like the Government of Singapore Investment Corporation and Temasek, focuses on diversification across sectors like fintech and logistics, ensuring continued growth and resilience amid

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Member Profile: Dr Huruda D’Castro Malungane

CFO Talks

Member Profile: Dr Huruda D’Castro Malungane In this edition of our CFO Spotlight series, we feature Dr Huruda D’Castro Malungane , a dynamic finance leader and founder of the CFO Forum Mozambique. With a career spanning over a decade across financial services, telecoms, and healthcare, Dr Huruda exemplifies how finance can drive strategic and sustainable impact.

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CS Lucas and Accounting System Integration – FAQs

CS Lucas

FAQ 01 – Are you able to integrate via AP/AR? Approach 1: Direct GL Posting with CSL Treasury Subsidiary Ledger (Recommended) The CSL treasury module will become the subsidiary ledger of ERP for treasury transactions. It replaces ERP AP/AR modules, which are not appropriate for treasury-related transactions. | Process: CSL will generate general ledger journals for treasury instruments, which will be imported and posted to the general ledger account in ERP.

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RBI to discontinue daily VRR auctions from June 11 onwards due to evolving liquidity conditions

CFO News

Reserve Bank of India will stop daily Variable Rate Repo auctions. The discontinuation is effective from June 11, 2025. This decision follows a review of liquidity conditions. Earlier, daily VRR auctions were announced on January 15, 2025. The final VRR auction will occur on June 10, 2025. The notified amount for this auction is ₹25,000 crore.

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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.