CFO Talks
MAY 8, 2025
Risk Without Reward? How Savvy CFOs Evaluate Investment Risks As a CFO, you know that investment decisions can be a game of high stakes. Whether its expanding into a new market, acquiring a promising technology, or simply diversifying your organisations portfolio, every opportunity comes with a side of risk. But while some risks are worth taking, others can be a fast track to financial disaster.
Global Finance
MAY 1, 2025
M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 trillion through April, according to Dealogic. However, more is being spent on less, considering the number of transactions is at a two-decade low. Only 6,955 deals were announced in the first quarter; thats down 16% from the fourth quarter of 2024. Mounting recession fears, renewed trade tensions, and shifting political winds are weighing heavily on corporate dealmakers and private equity firmsparticularl
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Nerd's Eye View
MAY 19, 2025
Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, bef
CSC Advisors
MAY 23, 2025
If you’re an entrepreneur exploring small business funding, youve probably come across the term SBA personal guarantee. If this sounds a little intimidating, you’re definitely not alone. Its a common (and often misunderstood) part of the SBA loan process that can leave a lot of business owners with questions. At Cornerstone Capital Advisors, weve helped countless borrowers navigate the complexities of SBA loans.
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
Future CFO
MAY 20, 2025
Indonesia's online lending leads in the Southeast Asian region, with total outstanding loans disbursed by online lending platforms reaching IDR 80.07 trillion, according to the Financial Services Authority (OJK). This reflects the growing demand from individuals and small and medium-sized enterprises on digital loan platforms. According to Nucky P. Djatmiko , president director at Fintopia Indonesia , one of the more intriguing developments in the first quarter of 2025 is the significant contrib
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
The Charity CFO
MAY 13, 2025
Top 5 Signs Your Accounting Is a Mess (And How to Fix It) When your nonprofits finances feel offbut you cant quite put your finger on whyits often because the accounting system is quietly unraveling behind the scenes. And if your gut is telling you somethings wrong, it probably is. In this episode of A Modern Nonprofit Podcast , Tosha Anderson sits down with Nancy Fussner, Director of Onboarding at The Charity CFO, to walk through the top five red flags that your accounting may be messier than y
E78 Partners
MAY 7, 2025
When traditional levers like financial engineering are exhausted, Operating Partners are reevaluating how value is createdand where its overlooked. One of the most underutilized yet high-impact tools? Strategic sourcing and vendor management. In 2025, this discipline has become a core component of the PE operating modelone that drives EBITDA gains, strengthens cash flow, and enhances exit readiness across the portfolio.
The Finance Weekly
MAY 18, 2025
Cash managementand treasury management might sound similar, but they serve very different purposes.Many organizations keep a close watch on daily cash flow, but still face financial instability. The reason often lies in not fully understanding how short-term liquidity and long-term financial planning work together. Knowing the difference between cash management and treasury management can close that gap.But which one supports day-to-day operations?
Focus CFO
MAY 19, 2025
As business owners and CEOs, we pour our hearts, souls, and countless hours into building something meaningful. We envision a future where our hard work translates into tangible value , whether that's a comfortable retirement, funding new ventures, or simply the peace of mind that comes with a thriving enterprise. But what happens when the numbers don't align with that vision?
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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
CFO Dive
MAY 29, 2025
The “Agentforce” tool is also now producing $100 million in average order value, CEO Marc Benioff said.
Navigator SAP
MAY 2, 2025
Part of why so many businesses choose an SAP ERP solution is that SAP is robust and widely supported. SAP invented ERP, and it still dominates the space. Because it is so commonly used, businesses served by SAP North America never have to go it alone; there is a robust community of consultants and third-party support service providers that can assist with rollout and post-implementation support.
The Big Picture
MAY 29, 2025
Sometimes, the data is so overwhelming that little commentary is needed. From SPIVA , here is the data on large-cap fund performance in the United States, showing the percentage of all large-cap funds that over and underperformed the S&P 500 over various time frames: 1 Year: 65.24% of funds underperformed the S&P 500; 34.76% outperformed the S&P 500 3 Years: 84.96% underperformed; 15.04% outperformed 5 Years: 76.26% underperformed; 23.74% outperformed 10 Years: 84.34% underperformed;
Barry Ritholtz
MAY 5, 2025
First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. Compare that with the SPX total returns of 39,054%; BRK annualized returns are ~20%, about double that of the S&P over the same period. Those mouthwatering returns have led to a cottage industry of imitators, analytical copycats, and flattering wannabes.
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Future CFO
MAY 11, 2025
Editors note: In todays A Day in the Life , Nguyn Trung Ngn (pictured), tax senior manager at Deloitte Vietnam , shares with FutureCFO audiences how leading a complex transfer pricing audit for a multinational client became pivotal for her career and how her passion for public writing became one of her greatest sources of inspiration. FutureCFO: What does a typical day look like for you?
Nerd's Eye View
MAY 9, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future. These results largely match results from the recent Kitces Research Study on Advisor Productivity, which found that the typical fee schedule for firms charging
CFO Dive
MAY 8, 2025
This week the Big Four firm shed 1,500 workers in its assurance and tax units — including accountants — layoffs that aren’t tied to AI, PwC said.
Navigator SAP
MAY 16, 2025
GROW with SAP is not a product. It is a journey. It is a framework for helping a business digitally transform and streamline operations with the industry-leading SAP S/4HANA Cloud Public Edition enterprise resource planning solution (ERP).
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.
CFA Institute
MAY 21, 2025
Guido Baltussen serves as the head of Quantitative Strategies International at Northern Trust Asset Management. Prior to joining Northern Trust, Baltussen was, amongst others, the head of Equity Factor Investing and co-head of Quantitative Fixed Income. He is also a professor of Finance at Erasmus University Rotterdam, where he teaches courses on behavioral finance and factor risk premia.
CFO Talks
MAY 22, 2025
Member Profile: DShorne Human In this edition of our CFO Spotlight series, we profile DShorne Human, a dynamic Group Chief Financial Officer whose strategic leadership has shaped both state-owned and private sector organisations across Africa and internationally. With more than two decades of experience in finance, including executive roles in mining, forestry, manufacturing, and investment, DShorne has become a respected voice in corporate transformation, cost restructuring, and public-private
Global Finance
MAY 16, 2025
Since the 2019 financial collapse that brought the war-torn country to its knees, banking sector reform has been a prerequisite for obtaining help from multilateral lending institutions. The new law allows entities, including independent auditors, to directly access banking records from the past decade. “The banking secrecy bill is a tool,” comments Sibylle Rizk, director of public policies at Kulluna Irada, a Beirut-based think tank. “Now it needs to be used: whether by bankin
Nerd's Eye View
MAY 15, 2025
Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to share when explaining strategic decisions, younger advisors may feel added pressure to prove their credibility.
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.
CFO Dive
MAY 16, 2025
Spreadsheets are not just a tool of the past; they will be a vital component of the future of finance, Gartner’s Mike Helsel writes.
Barry Ritholtz
MAY 15, 2025
Hey, just back after taking the redeye home from Futureproof Colorado , and getting my feet back under me. But I wanted to briefly discuss tomorrow’s release of the University of Michigan (UMich) long-term inflation expectations. You probably know my thoughts on both Inflation Expectations and Sentiment Surveys. ICYMI, Inflation Expectations are a backwards looking exercise in the Recency Effect.
CFO News
MAY 26, 2025
The Reserve Bank of India has instructed finance companies to exclude default loss guarantees (DLGs) from fintech firms when provisioning for stressed loans, impacting digital lending service providers. NBFCs must now make full provisions on these loans, diminishing their appeal for new business.
CFO Thought Leader
MAY 5, 2025
Back in the 1990s, DilipUpmanyu sat in a room filled with servers as he pieced together a homegrown database of costs and SKUs. His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could. That improvised profitability model, he tells us, still informs his investment mindset today. Upmanyu never mistook rows of numbers for the whole story.
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.
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