April, 2025

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The Art of Financial Project Evaluation: What Makes a Project Successful?

CFO Talks

The Art of Financial Project Evaluation: What Makes a Project Successful? Ever greenlit a project that looked perfect on paperonly to watch it unravel six months later? For CFOs, making the wrong call can cost more than just money. It can derail growth, damage credibility, and put you on the defensive with the board. Yet the real challenge is that most financial evaluations dont fail because of bad math’sthey fail because they miss the bigger picture.

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From Emotion To Logic: 6 Questions To Help Clients Work Through Market-Related Fears Productively

Nerd's Eye View

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested.

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Evolving CFOs: Driving sustainable growth and cost-efficiency

Future CFO

Chief financial officers, with their role continuously evolving , are expected to champion sustainability initiatives, integrating ESG factors into their financial planning and reporting processes. Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders.

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Driving Economic Stability: Q&A With Union of Arab Banks’ Wissam Fattouh

Global Finance

Wissam Fattouh, secretary general of the Union of Arab Banks (UAB) and the World Union of Arab Bankers, talks about the issues facing the Arab banking sector and the challenges of rebuilding Syrias banking system. Global Finance: The UAB has been bringing together the Arab worlds banking sector for over 50 years. What are the critical issues you are working on now?

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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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Avoid the Unforced Investment Errors Even Billionaires Make

Barry Ritholtz

Your Biggest, Most Avoidable, Unforced Investment Errors Adapted from How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them (Harriman House, March 18, 2025) By Barry Ritholtz Tariffs, inflation, war, debt ceiling, profit warnings, geopolitics, market volatility theres always something happening to fuel your urge to make a decision any decision!

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Bridging the Generational Gap in Financial Literacy: What Every Business Owner Needs to Know 

Michigan CFO

Recent research indicates a surprising difference in levels of financial literacy across various generations, impacting how entrepreneurs of different ages manage and grow their businesses. Understanding these gaps can open business owners eyes to their own potential blind spots, missed opportunities, and even danger zones for their organizations. Generational Disparities in Financial Literacy A r ecent survey from Xero highlights that 60% of Gen Z and 59% of Millennials experience financial cha

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Buy the Dip: The Draw and Dangers of Contrarian Investing!

Musings on Markets

When markets are in free fall, there is a great deal of advice that is meted out to investors, and one is to just buy the dip , i.e., buy beaten down stocks, in the hope that they will recover, or the entire market, if it is down. "Buying the dip" falls into a broad group of investment strategies that can be classified as "contrarian", where investors act in contrast to what the rest of the market is doing at the time, buying (selling) when the vast majority are selling (buying) , and it has bee

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Navigating the Trade War: How Private Equity and CFOs Can Brace for Impact

E78 Partners

The trade war is heating up again, and with President Trumps latest tariff salvo 10% across-the-board on imports , spiking to 34% for nations with steep barriers against U.S. goodsthe stakes for private equity professionals and CFOs are higher than ever. Dubbed Liberation Day by the administration, this bold move could reshape global trade flows, disrupt supply chains, and pressure margins in ways that demand strategic agility.

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Significant percentage of employers plan to hire freshers with AI-related roles in H1 2025: Report

CFO News

A new report indicates that AI is significantly changing India's job market, with over 74% of employers planning to hire freshers for AI-related roles in early 2025. E-commerce, tech startups, manufacturing, and engineering sectors also show strong hiring intent. Bangalore, Mumbai, and Chennai are key employment hubs. Companies seek talent skilled in robotic process automation, network security, and data visualization.

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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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Streamlining Processes with SAP’s Integration Business Planning (IBP) Solution

Navigator SAP

Aligning supply chain considerations with sales, production, and forecasting is exactly the sort of problem that enterprise resource planning (ERP) was designed to solve. Coordinating departments and getting an overall view of business dynamics for smart supply chain decisions is devilishly hard without analytics and unified operations. So, as you might expect, the SAP S/4HANA Cloud Public Edition solution has an application for this sort of supply chain planning: SAPs Integration Business Plann

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A Spectacularly Underappreciated 15 Years

Barry Ritholtz

We have no idea how good we had it. Lets consider the returns data from the period post-Great Financial Crisis (GFC), and then unpack what it might mean. Starting January 1, 2010, the S&P 500 generated a total return (with dividends reinvested) of 566.8% , or 13.3% per year from the start of 2010 through the end of Q1 2025. The Nasdaq 100 has nearly doubled that.

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Consumer sentiment plummets, inflation expectations soar amid trade war

CFO Dive

“There’s been a sharp decline in consumer sentiment, and business sentiment measures have weakened too,” New York Federal Reserve Bank President John Williams said.

Banking 336
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Insurers’ Big Bet On Alternative Investments

Global Finance

Faced with low yields, insurers are deepening ties with private equity and asset managers, turning to alternative investments amid regulatory headwinds. Life insurance companies used to be conservative investors. For decades, they relied on long-term bondssafe, steady, and predictableto match their policy obligations. But as interest rates plunged following the 2008 financial crisis, traditional investment models no longer delivered sufficient returns.

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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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From Emotion To Logic: 6 Questions To Help Clients Navigate Market-Related Fears Productively

Nerd's Eye View

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor's first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the client to stay invested.

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Cash Flow Management: 6 Best Practices for Small & Medium Businesses

CFO Selections

Never take your eyes off of the cash flow because its the life blood of the business. - Richard Branson Staying on top of your cash flow is vital to running a small business smoothly. The U.S. Chamber of Commerce cites that cash flow problems are responsible for 82% of business failures. Cash flow is critical to the survival and success of your business.

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How Industry Solutions from SAP Drive Innovation Across Sectors

Navigator SAP

Innovation requires data and flexible tools for understanding market dynamics, experimenting, and adjusting product offerings. A modern enterprise resource planning solution (ERP) serves as the foundation for this innovation, and industry solutions from SAP make it easy for organizations both to adopt this foundation and fully utilize it. An ERP, of course, is company-wide backend software that encompasses all applications and processes within a company and both stores and connects business data

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What Are the Best & Worst-Case Tariff Scenarios?

Barry Ritholtz

I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have poured in. Best Worst Cases Last Monday, I discussed the consequences of chaos. While the purposes of the new tariff policy were not well explained some of the goals were muddled and unclear it seems a large part of the problem was the roll-out.

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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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Tariffs put execs in ‘gray rhino’ risk territory

CFO Dive

PwC projects the total annual value of proposed and potential U.S. tariffs levied could jump 13-fold to $989 billion from pre-election levels.

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OECD: A World Awash In Debt

Global Finance

Governments and companies worldwide borrowed $25 trillion last year, up $10 trillion over pre-Covid levels and nearly three times the total prior to the 2008 financial crash, according to a report by the Organization for Economic Co-operation and Development (OECD), a Paris-based intergovernmental group of 38 mostly rich countries. The report predicts further rises this year, with the aggregate central-government marketable debt-to-GDP ratio in OECD countries hitting 85%, more than 10 points hig

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Kitces & Carl Ep 161: Avoiding Staff Management Duties You Don’t Want By Paying A Virtual Assistant For Only What You Need

Nerd's Eye View

Hiring a contractor is an exciting step for many advisory firms. It represents a chance to delegate tasks, step away from day-to-day operations with more peace of mind, and pass a key milestone of (traditional) firm growth. However, hiring contractors isn’t without its complications. Even outsourced support requires some oversight, and delegation doesn’t always go as far as some might hope.

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My I Bond fixed-rate projection just fell to 1.10%

Tips Watch

The benchmark 5-year real yield continues to fall. By David Enna, Tipswatch.com Amid all this week’s financial chaos, I am trying to focus on something I more or less understand: Projecting the May 1 fixed-rate reset for the U.S.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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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Medical Device Makers Leverage SAP Cloud ERP for New Business Models

Bramasol

As with many other market segments, the Medical Device industry is being disrupted by two major macro trends: 1) the move to new offerings with recuring revenue models, and 2) the transformation of business operations with cloud-based ERP systems. This Insights post provides an overview of these new medical device product/service offerings and an exploration of how SAP Cloud ERP can help optimize and unify back-end systems for managing them.

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ICMAI President Bibhuti Bhusan Nayak supports merger of CA, CS, and CMA Institutes for national benefit

CFO News

ICMAI President Bibhuti Bhusan Nayak has voiced strong support for merging ICMAI, ICAI, and ICSI if it benefits the nation, amid growing debates over professional recognition in the Income Tax Bill, 2025. In an exclusive interview with ETCFO, he addressed the technical challenges of such a merger, key considerations for its success, and the need for equal empowerment of all accounting professionals to conduct tax audits.

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Most companies just test-driving AI agents: KPMG

CFO Dive

Despite a rise in agents that are being piloted, full-scale deployment of the technology has remained flat, a survey by the Big Four accounting firm found.

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Green Flag For Sports Investment

Global Finance

As part of their diversification and job-creation efforts, MENA states are turning themselves into a new global hub of professional sports. Drop your guard for an instant, and youll get clobbered by a barrage of sporting investments in the Middle East and North Africa (MENA). The sports market for the region is primed for a 16.5% compound annual growth rate (CAGR) from 2023 to 2030, according to consultancy Grand View Research.

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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.