Wed.Jun 25, 2025

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Private Equity Returns Without the Lockups

CFA Institute

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

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PCAOB imposes smaller exam cheating fines, citing cooperation

CFO Dive

The audit watchdog this week announced penalties totaling $8.5 million on three Netherlands firms. Last year, KPMG Netherlands alone was fined $25 million in connection with an exam cheating scandal.

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Trending Sources

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At The Money: Navigating War, Tariffs and Geopolitics

The Big Picture

 At The Money: Navigating War, Tariffs and Geopolitics (june 25, 2025) The U.S. has just bombed Iran’s nuclear sites (following weeks of Israeli drone and aircraft bombing raids). This comes after months of noisy Tariff announcements and geopolitical wrangling. What are investors supposed to do when war breaks out? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and

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Fed on hold to see if tariff-induced inflation persists, Powell says

CFO Dive

“A majority of my committee has said that they do expect to cut rates between now and the end of the year,” Federal Reserve Chair Jerome Powell said.

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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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Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

Nerd's Eye View

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. While many retire in their 60s (or even later), others with sufficient savings and/or guaranteed income sources might seek an earlier retirement, perhaps in their 50s.

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Spayce Partners with ThetaRay to Tackle Financial Crime with Advanced AI

Trade Credit & Liquidity Management

From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple

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Netflix taps Airbnb CFO Mertz for board

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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GTreasury unveils AI platform for treasury, finance operations

Future CFO

GTreasury unveiled its comprehensive and purpose-built AI platform, GSmart AI, designed for treasury and finance operations. According to a press release, GSmart AI will allow chief financial officers and treasurers to navigate the increasingly complex treasury landscape by bringing in secure, actionable insights and agentic actions. The platform provides reliable AI support to finance heads, addressing demands with powerful capabilities, built-in compliance, and full transparency into every act

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Ulta Beauty controller tapped as interim CFO

CFO Dive

Controller Chris Lialios will step in as interim CFO following Paula Oyibo's departure.

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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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If You Think Honesty Is Risky, Try Hiding the Truth 

CFO Talks

If You Think Honesty Is Risky, Try Hiding the Truth Clear communication has always been important, but in today’s environment, it has become critical. Finance professionals are being asked to lead under pressure, often while navigating rapid change, tight margins, and tough trade-offs. In these moments, transparency is not just a leadership trait.

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Caution Reigns: Treasury Teams Double Down on Safety as Cash Accumulation Slows

Trade Credit & Liquidity Management

According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.

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Deepfakes & Payments Fraud

Strategic Treasurer

Deepfakes & Payments Fraud: Is Treasury Prepared? Download the White paper Deepfakes & Payments Fraud: Is Treasury Prepared? What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards.

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Are Commercial Credit Bureau Reports Enough?

Trade Credit & Liquidity Management

Traditional credit reports provide a valuable foundation, but they’re no longer enough on their own. Today’s business environment is far more complex and fast-moving than in the past. In this data-driven economy, risk assessment demands more than simply evaluating whether a customer will pay their bills. To truly understand and manage credit risk today, modern companies must look beyond the basics and leverage new technologies, alternative data, and broader information sources.

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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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1109: Building Finance Teams for Scale, Speed, and Smarts | Larry Roseman, CFO, Thumbtack

CFO Thought Leader

When the Silicon Valley Bank crisis erupted in early 2023, Larry Roseman was already well-acquainted with market upheaval. A member of the CFO class appointed around 2020—just as the pandemic began—Roseman had weathered previous storms. He began his career amid the dot-com collapse, then advanced through the 2008 financial crisis. “Scar tissue helps,” he tells us.

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How to Read a Business Credit Report (and Why It Matters)

CSC Advisors

Understanding your business credit report is one of the most powerful steps you can take toward securing funding, protecting your business reputation, and growing with confidence. Yet, for many small business owners, credit reports remain a mystery. Let’s change that. At Cornerstone Capital Advisors, we believe financial literacy should be a bridge, not a barrier, for small business success.

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India markets regulator tightens oversight on trading members' compliance post-inspection

CFO News

India's market regulator, SEBI, has instructed stock exchanges to monitor trading members' corrective actions following regulatory inspection violations. Assigned Stock Exchanges will oversee the timeliness and completeness of these measures. Non-compliance will attract penalties, potentially leading to a ban on new clients and disabled trading terminals.

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5 Financial Ratios Every Small Business Owner Should Understand

CSC Advisors

Running a small business is a rewarding but complex journey. You wear many hats, marketer, manager, customer service rep, and often, your financial analyst. For many small business owners looking for financial ratios, one of the most daunting areas is understanding business finances, especially when funds are tight, or growth feels out of reach. That’s where financial literacy becomes your greatest ally.

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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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IFSCA unveils framework for ESG-linked transition bonds at GIFT City

CFO News

International Financial Services Centres Authority introduces a framework. This framework allows companies facing carbon emission reduction challenges to secure funds at Gift City. They can do this through Environment, Social, and Governance-linked bonds. The framework focuses on sectors like steel and aviation. It requires a credible transition plan and enhanced disclosures.

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Working Capital vs. Cash Flow: What Should Small Business Owners Focus On?

CSC Advisors

Running a small business presents numerous challenges. Among the most confusing for many owners is understanding the difference between working capital and cash flow. Which one deserves your attention? Can you focus on both? More importantly, how do you manage these financial elements to keep your business healthy and thriving? That’s why it’s so important to determine what you should be focused on: working capital vs cash flow.

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India among top fintech hotspots globally: WEF study

CFO News

A new World Economic Forum study identifies India as a leading fintech hotspot, alongside the US and the UK. The sector demonstrates stabilising growth with improved profitability and financial inclusion. Fintech firms are increasingly serving MSMEs, low-income individuals, and women, particularly in emerging markets.

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Gerald Edelman advises on Greenhouses Direct Limited acquisition

Accountancy Today

Gerald Edelman’s corporate finance team has advised Kantik Capital and Mirabel Group Limited on the acquisition of Greenhouses Direct Limited. The firm acted as a buy-side adviser, performing detailed financial and tax due diligence, reviewing working capital, net debt and forecast earnings, as well as providing general advice throughout the transaction.

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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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EPACK Group appoints Narayan Lodha as CFO

CFO News

EPACK Group has appointed Narayan Lodha as Executive Director and Group CFO. He brings over 25 years of experience in corporate finance, capital markets, and strategic planning. His appointment comes as the Group advances its expansion plans, including a planned IPO of EPACK Prefab Technologies.

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What to Consider Before Expanding Your Facility or Hiring Staff

CSC Advisors

Growth is exciting. It means your business is working. Customers are returning, sales are rising, and your reputation is expanding within your community or industry. But with that growth comes a new set of challenges. Do you need more space? Is your current team stretched thin? Should you be hiring staff to manage the increased demand? These are questions that every small business owner faces at some point.

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RBI extends market timings for call money till 7 pm effective July 1

CFO News

Reserve Bank of India will extend call money market timings. The new closing time will be 7 pm, effective July 1, 2025. Market repo and Tri-Party Repo timings will also change. These will be extended to 4 pm, starting August 1, 2025. The current closing times are earlier. The RBI is reviewing other market operations as well.

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Nelson Bussachetti Joins CFI Italy as Senior Advisor

The CFI Group

June 2025 – CFI Italy is pleased to announce that Nelson Bussachetti has joined the company as Senior Advisor. He will work closely with the team, focusing especially on the Food & Beverage and Consumer Goods sectors. With over 20 years of experience in the Food & Beverage industry, including a key role at Eataly and other major Italian industrial groups, Nelson brings strong expertise in Corporate Finance for SMEs and a proven track record in complex transactions.

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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.