Nerd's Eye View

JULY 9, 2025

Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor and client want to address), 'Fine Meetings' (where everything is on track and the advisor provides reinforcement), or 'Flourish Meetings' (where clients are thriving and the focus is on expanding possibilities). However, another type of meeting occurs when the client isn't in crisis but has clearly drifted off track (e.g., spending more than planned, which could lea

Problem Solving

CFO Selections

JULY 8, 2025

The relationship between business owners and their bankers is critical to maintain to ensure both short-term and long-term business health, and yet it's not talked about very often. H ow do you collaborate with your bankers during times of uncertainty? How do you make this critical relationship work to your benefit over the long term?

Communication

Trade Credit & Liquidity Management

JULY 9, 2025

The landscape of business bankruptcies in the United States has undergone dramatic shifts in recent years, shaped by a complex interplay of economic forces and policy interventions. After a post-pandemic low, commercial bankruptcy filings have continued to grow.

Economics

CFO Dive

JULY 7, 2025

The documents filed with the Federal Election Commission — one of which Elon Musk has decried as false — could indicate a blurring of the Tesla finance chief’s professional boundaries.

CFO

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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

Tips Watch

JULY 9, 2025

By David Enna, Tipswatch.

Planning

Cube Software

JULY 7, 2025

What is a financial strategy? A financial strategy is a high-level plan that guides how a company manages its financial resources to achieve business objectives. It determines how cash flow, investments, expenses, and revenue generation align with long-term goals. The CFO is responsible for developing and executing this strategy, ensuring financial decisions support corporate growth and resilience.

CFO

Strategic Treasurer

JULY 7, 2025

Episode 366 Leading Practices in Treasury: Strategies for Unforeseen Challenges In the final episode of the series, Paul Galloway joins host Pushpendra Mehta to unpack strategies for unforeseen challenges. From threat assessments and forecasting to communication and automation, they explore how treasury can enhance resilience and agility in uncertain times.

Treasury

CFO Talks

JULY 10, 2025

From Gut Feel to Real-Time, Why CFOs Must Build Finance Teams that Think in Dashboards There was a time when the finance function was purely backward-looking. Month-end meant printing reports, stacking spreadsheets, and explaining the past. But that era is gone, and frankly, good riddance. Modern CFOs are expected to know what’s happening in the business right now, and even more importantly, what’s likely to happen next.

Finance

CS Lucas

JULY 8, 2025

Real-Time Visibility, Real Business Impact Many treasury departments still rely on spreadsheets for cash management, despite the risks and limitations. With CS Lucas, your treasury team gains: Automatic bank balance retrieval across all accounts and locations Collaborative forecasting where team members update projections directly in the system Instant consolidation with automatic roll-ups by various groupings Advanced modeling including cycle forecasting and what-if scenarios From Insight t

Treasury

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

Trade Credit & Liquidity Management

JULY 9, 2025

From a Press Release dated July 2, 2025, Reston, VA Eftsure, a global leader in payment fraud prevention, has been named a Nacha Preferred Partner, joining a select group of technology providers recognized for advancing the ACH Network. Eftsure is designated as a Preferred Partner in three critical categories: Account Validation, Fraud Monitoring, and Risk and Fraud Prevention.

Securities

CFO News

JULY 10, 2025

In an exclusive development reported by ETCFO, NFRA has approved amendments to seven Indian Accounting Standards, including significant revisions to Ind AS 109—the country’s key standard for financial instruments. The NFRA board cleared all proposals unanimously at its meeting held on Thursday, June 10, 2025. The approved recommendations will now be sent to MCA for final notification and, if notified, will come into effect from April 1, 2026.

Accounting Standards

CFO Talks

JULY 8, 2025

Climbing the Ladder Without Changing Ladders It is easy to romanticise the modern finance career as a fast-paced journey filled with lateral moves, high-impact projects, and strategic leaps across industries. But behind many successful CFOs lies a very different story. One shaped by consistency, trust, and years of growth within a single organisation.

Leadership

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, with the regulator having talks with some state securities regulators (which would bear an increasing regulatory burden if the threshold were lifted

Education

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 9, 2025

From a Press Release dated July 2, 2025, London, UK Chaser , a leader in accounts receivable automation, has launched an AI email generator that streamlines how finance teams manage debtor communications. This new feature, announced in July 2025, allows teams to draft polite, payment-focused replies to debtor emails directly within the Chaser platform, eliminating the need to switch between multiple inboxes and software systems.

Invoicing

CFO News

JULY 9, 2025

India's IPO market is booming. It may add $2 trillion to $3 trillion in market value in the next decade. IPOs have already raised over $6 billion this year. Many more deals are expected across various sectors. M&A activity is also increasing. Dealmaking in India is likely to remain strong as the economy grows.

Marketing

Global Finance

JULY 7, 2025

Jamie Dimon , Chairman and Chief Executive Officer JP Morgan Global Finance announces its selections for the World’s Best Banks 2025, including its honoree for the World’s Best Emerging Market Bank, which is being revealed here for the first time. The 2025 World’s Best Emerging Market Bank is J.P. Morgan. “Banking on its broad product portfolio tailored for the emerging markets, fortress balance sheet, and global presence, J.P.

Marketing

Nerd's Eye View

JULY 10, 2025

As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. This holistic approach to financial advice, often referred to as life planning, focuses on helping the advisor understand the client’s financial history, deep-seated goals, and overall relationship with money, which can allow for more targeted and comprehensive advice.

Problem Solving

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

Trade Credit & Liquidity Management

JULY 7, 2025

From a Press Release dated June 30, 2025, San Jose, California BILL, a financial operations platform for small and midsize businesses (SMBs), recently announced the launch of BILL Supplier Payments Plus. This new solution is designed to transform the payments experience between enterprise suppliers and SMBs by making it easier and faster for large suppliers to receive and record payments from thousands of SMBs.

Reconciliations

CFO News

JULY 9, 2025

SEBI has proposed allowing credit rating agencies (CRAs) to rate financial products regulated by other financial sector regulators, even without specific guidelines from those regulators. CRAs must establish a separate unit within six months, maintaining a strict firewall from their SEBI-regulated activities. This move aims to leverage synergies and address industry gaps, requiring upfront disclosures to clients about unregulated activities.

Securities

Future CFO

JULY 6, 2025

Editor’s note: In today’s A Day in the Life , Musi Samosir (pictured), chief financial officer at Zurich Indonesia , shares with FutureCFO audiences how his experience during the COVID-19 pandemic became key to his professional growth and why he rewatches at least once a year the critically acclaimed movie, Interstellar. F utureCFO: What does a typical day look like for you?

Education

Nerd's Eye View

JULY 8, 2025

Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien

Education

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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.

Capital CFO LLC

JULY 11, 2025

Let’s face it—just hearing the word “audit” can make even the most seasoned business owner a little uneasy. But here’s the truth: audits don’t have to be scary. In fact, with a little preparation and a solid mindset, they can be an opportunity to strengthen your financial systems and show off your company’s organizational muscle. […] The post How to Prepare Your Business for an Audit: Tips from a CFO appeared first on Capital CFO+.

Auditing

CFO News

JULY 11, 2025

India Inc's CFOs are undergoing a quiet but profound transformation—from cautious number-crunchers to bold, strategic enablers of innovation and growth. As veteran finance leaders Rakesh Bhatia, Khyati Maheshwari, Girish Goenka, Nithya Bala Subramanian, Pulkit Goyal, and Nitin Khanna highlight, the critical question today is: Can CFOs lead enterprise transformation?

Compliance

Future CFO

JULY 10, 2025

Matthieu Hafemeister , co-founder at Concourse , discusses real-world use cases and practical applications of AI in corporate finance. First published on Youtube. The post AI prompting for finance professionals appeared first on FutureCFO.

Finance

Global Finance

JULY 7, 2025

Mal Cullen , Chief Executive Officer of CIBC Mellon Global Finance announces its selections for the World’s Best Banks 2025, including its honoree for the World’s Best Sub-Custodian Bank, which is being revealed here for the first time. The 2025 World’s Best Sub-Custodian Bank is CIBC Mellon. “CIBC Mellon’s extensive local knowledge, operational scale, and strategic IT investments have enabled the sub-custodian to maintain its dominant lead in the market.

Banking

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

Nerd's Eye View

JULY 7, 2025

Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that CRM provider Wealthbox has sold a majority stake in itself to PE firm Sixth Street, marking a new phase in its growth from having a customer base primarily concentrated among small and midsize RIA firms

Planning

CFO News

JULY 11, 2025

The Centre has provided a five-year extension for tax exemptions. Sovereign wealth funds and pension funds can now claim benefits on eligible investments in India until March 31, 2030. The Department of Revenue has formalized this extension. This move aims to attract long-term foreign capital into India's infrastructure and strategic sectors.

Investments

Strategic Treasurer

JULY 7, 2025

AI-Powered Attacks on Treasury: What You’re Missing and How to Prepare August 7 | 2:00 PM EDT Register Now Date Thursday, August 7, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Ramesh Menon, Eftsure 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.

Treasury