CFO Dive

JULY 14, 2025

It’s unclear how long companies can continue delaying investments as they await tariff certainty without hurting their businesses, KPMG’s Joe Lackner said.

Sales

Strategic Treasurer

JULY 14, 2025

Leading Practices in Treasury A Treasury Update Podcast Series This series within The Treasury Update Podcast explores the leading practices that drive effective treasury operations. Topics include how to manage bank relationships, structure liquidity, improve forecasting, strengthen compliance, and prepare for unexpected challenges. Each episode offers focused insights and practical guidance to help treasury professionals elevate daily performance and support strategic organizational goals.

Treasury

CFO News

JULY 14, 2025

JPMorgan Chase is launching a strategic financing solutions unit to offer alternative financing strategies to clients, tapping into the growing private credit market. This new unit will focus on structured private solutions, infrastructure finance, and direct lending. Warfield Price and Masi Yamada will co-head the SFS group, reporting to Kevin Foley and Brad Tully.

Finance

Trade Credit & Liquidity Management

JULY 14, 2025

Misconceptions and myths often shape our actions, sometimes to our detriment. For example, the idea, perpetuated by TV dramas, that you must wait 24 hours before reporting a missing person is false; immediate action increases the chances of a safe return. If Silver Alerts were delayed by a day, many more families would suffer unnecessary loss. (Photo by aisvri on Unsplash ) Collecting from business customers is no different.

Invoicing

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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

CFO

Global Finance

JULY 14, 2025

A cultural affinity with the United States and a year-round tropical climate have made the Dominican Republic an attractive destination for tourists from the north. But the number of visitors has trended downward and the new remittance tax in President Donald Trump’s “Big, Beautiful Bill” Act have highlighted the need for the island nation to accelerate its long march diversifying the economy.

Economics

CFO News

JULY 14, 2025

American proprietary trading firm Jane Street Capital deposited approximately Rs 4843.50 crore in an escrow account and requested market regulator, the Securities and Exchange Board of India (SEBI) to allow them to resume trading in the Indian stock markets.

Marketing

Strategic Treasurer

JULY 14, 2025

Optimizing Cash Flow: The Key to Receivables Modernization August 12 | 2:00 PM EDT Register Now Date Tuesday, August 12, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Nathan Dixon, Deluxe Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

Education

CFO Thought Leader

JULY 14, 2025

When Josh Schauer joined Longview, a Toronto-based software company, he had no idea that a transformative chapter of his career was just a few years away. In 2020, Longview was acquired by insightsoftware—a turning point that brought both uncertainty and opportunity. “It’s kind of equal parts fear and optimism,” he tells us. “You wonder: Am I going to have a job coming out of this?

CFO

Strategic Treasurer

JULY 14, 2025

The Fed at a Crossroads: Corporate Options August 13 | 2:00 PM EDT Register Now Date Wednesday, August 13, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers John Mosko, Federated Hermes Nick Tripodes, Federated Hermes John Wyda, Federated Hermes 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 Participants who attend this live session and resp

Education

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.

Construction

Nerd's Eye View

JULY 14, 2025

For a financial advisor and their new client, the first year working together can be a particularly intense period, typically involving multiple in-person or virtual meetings. After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

Communication

Strategic Treasurer

JULY 14, 2025

Savvy Treasury Teams Are Getting AI-Ready. Here’s How. August 19 | 2:00 PM EDT Register Now Date Tuesday, August 19, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Yussuf Ali, Trovata 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.

Treasury

CFA Institute

JULY 14, 2025

Baridhi Malakar, PhD. BIO: Baridhi Malakar, PhD, is an independent researcher and Senior Model Risk Analyst at Western Alliance Bank, specializing in quantitative model validation and applied research. He earned his PhD in Finance and MS in Economics from the Georgia Institute of Technology. His research focused on municipal bonds and financial econometrics.

Investments

Strategic Treasurer

JULY 14, 2025

Episode 367 Deepfakes & Payments Fraud: Is Treasury Prepared? In this episode, Craig Jeffery discusses the growing threat of deepfake-enabled fraud in treasury. From synthetic voice and video deception to the need for layered defenses and fast response plans, this conversation offers insights into how treasury professionals can prepare for and combat this evolving risk.

Treasury

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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.

Trade Credit & Liquidity Management

JULY 14, 2025

From a Press Release dated July 8, 2025, Boston, Massachusetts & London, England BlueSnap, a global payment orchestration platform serving B2B and B2C businesses, has announced remarkable growth (137%) in its Channel Partner Program since its launch in September 2024. The program has expanded to include 41 system integrators worldwide, with 11 new partners joining recently, reflecting a strong market demand for seamless and scalable global payment solutions.

B2C

Strategic Treasurer

JULY 14, 2025

Mastering Accounts Receivable Strategies to Optimize Working Capital Management August 14 | 11:00 AM EDT Register Now Date Thursday, August 14, 2025 Time 11:00 AM – 12:00 PM EDT Where This is an online event Speakers Lee Allen, Corcentric Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.

Accounting

CFO News

JULY 14, 2025

A State Bank of India report forecasts record-low retail inflation in India by July 2025, projecting FY26 CPI inflation between 3.0% and 3.2%, significantly below the RBI's 3.7% forecast. This follows a recent 50 basis points rate cut, with the RBI now focusing on capital formation.

Forecasting

Future CFO

JULY 14, 2025

Investment activity is picking up as inflation moderates, according to a recent study by accounting, audit, and advisory network Moore Global. The recently launched Thrive Index, which delves into the concerns and strategic thinking of leaders of businesses, revealed that almost half of those surveyed prioritise technology and digital tools amid investment strategies.

Investments

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.

Manufacturing

Trade Credit & Liquidity Management

JULY 14, 2025

From a Press Release dated July 8, 2025, Cincinnati, Ohio Worldpay has announced a significant global expansion of its Worldpay for Platforms embedded payments solution, targeting Software-as-a-Service (SaaS) providers in Canada, the UK, and Australia. This move comes in response to rapidly growing demand for integrated financial services, with Worldpay research showing that 90% of small and medium-sized businesses (SMBs) consider access to financial products within their software platforms crit

Reconciliations

CFO News

JULY 14, 2025

The continuous fall in wholesale price index (WPI) inflation for the seventh month in a row is a good sign for India's economy as it will reduce operational costs for companies, boost domestic demand and support economic growth, industry experts said on Monday.

Economics

The Big Picture

JULY 14, 2025

Nick’s Tweet sent me hunting to track down what eventually became my favorite negative review of “ Bailout Nation.” My first book was published on May 26, 2009, but the review in question came seven years later in 2016, in response to a Washington Post column I had written: “ The real risk in the market is staying out of it.” My Fave 2016(!

Investments

CFO News

JULY 14, 2025

Bitcoin hits a new high, and Indian platforms introduce crypto options. This follows the launch of crypto futures. Traders are drawn to leverage and potential tax benefits. The crypto rally is boosted by hopes of US regulation. Volumes are still low compared to futures. Experts advise caution, highlighting the high-risk nature of crypto derivatives.

Leverage

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.

Accounting

The CFO Centre

JULY 14, 2025

What is a Fractional CFO? A CFO’s (Chief Finance Officer’s) role is to get fully engaged in your business. They regularly drill down into your financials to help you plan, forecast and monitor financial performance The value of a CFO is specialist strategic advice, forward planning, assistance with scaling/funding or exiting the business, as well […] The post What is a Fractional CFO?

CFO

CFO News

JULY 14, 2025

Groww is set to launch '915', India's first fully custom-built trading platform, catering to experienced and professional traders. This new terminal, hosted separately from the Groww app, will offer high-volume traders customizable dashboards and advanced tools. Key features include historical straddle charts, real-time P&L, and fast order execution.

Planning

Bank of the West

JULY 14, 2025

At BMO, we are committed to helping our clients and communities make real financial progress. Homeownership is one of the most significant financial goals for many families and that’s why… Read more The post BMO launches Spanish-language mortgage application to expand access to homeownership appeared first on About BMO.

Leadership

CFO News

JULY 14, 2025

HSBC Mutual Fund reports India's economic growth may be bottoming out, fueled by favorable interest rates, liquidity, lower crude oil prices, and a normal monsoon forecast. While global trade uncertainties pose a risk, sustained government spending, increased private investments, and real estate recovery are expected to drive medium-term investment growth.

Forecasting

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.

Nonprofit

The Big Picture

JULY 14, 2025

My morning train WFH reads: • How to invest your enormous inheritance : What do you stand to inherit? It still feels like a question from a different age, despite its growing importance today. In 2025 people across the rich world will inherit some $6trn, or around 10% of GDP — a figure that has climbed sharply in recent decades. French bequests have doubled as a share of national output since the 1960s; those in Germany have tripled since the 1970s; Italian inheritances are now worth around 20%

Construction

CFO News

JULY 14, 2025

Viceroy Research has criticized Vedanta's annual general meeting. They called it a 'stage-managed' event. Proxy advisor InGovern defended Vedanta's structure. InGovern stated such structures are common in capital-intensive industries. They cited Adani Group, Tata Group, and Reliance Industries as examples. InGovern also cautioned about short-seller reports.

Reval

JULY 14, 2025

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Foreign Exchange