Sat.May 24, 2025 - Fri.May 30, 2025

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Are you a next-gen CFO? Here’s a check-list to find out.

CFO Dive

Modern CFOs don’t just share numbers — they create clarity, drive conviction and move the business toward the right decision, says Runway CEO Siqi Chen.

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“ReFire” Instead Of ‘Just’ Retire: A Framework To Help Clients Plan For Purpose In Retirement

Nerd's Eye View

Retirement has long been associated with leisure, relaxation, and winding down from a long career. But as more individuals confront the emotional realities of this life transition, many find that the absence of structure, socialization, and identity once provided by work can create a gap that traditional retirement planning doesn't fully address. In this guest post, Kathleen Rehl, a "ReFired" financial advisor and educator in legacy planning, shares a framework to help advisors guide clients thr

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Trending Sources

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Your Career’s Not Capped, But It Might Be Flatlining!

CFO Talks

Your Careers Not Capped, But It Might Be Flatlining! Most CFOs didnt land the role by chance. You got here by being the most financially sharp person in the room. But the CFO role isnt static, and standing still is the fastest way to become irrelevant. If you want to keep leading (and earning like a leader), your professional growth must be as strategic as your balance sheet.

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Ant International teams up with HSBC for new tokenised deposit service

Future CFO

Ant International is partnering with HSBC on the lender's new Tokenised Deposit Service in Hong Kong, bringing in support treasury management with real-time, always-on HKD and USD payments between corporate wallets held by a corporate client at HSBC Hong Kong. The service, which is the first bank-led, blockchain-based settlement service in Hong Kong, features the Whale platform, which is a next-generation treasury management solution utilising blockchain technology such as advanced encryption an

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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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Microsoft Fabric Copilot Expansion: What It Means for Your AI Strategy

Collectiv

With the Microsoft Fabric Copilot expansion now live, AI is no longer a luxury for top-tier enterprise licenses its becoming table stakes. In the recent Fabric update , Microsoft announced a major shift: Copilot and AI capabilities are now available across all paid SKUs, starting from F2. This expansion opens the door for more teams, departments, and mid-sized organizations to embed AI into their data strategywithout upgrading to the highest capacity tiers.

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Why US banks are exploring joint stablecoin venture to enter crypto market

CFO News

The planned initiative, still in its exploratory phase, represents a coordinated move by regulated financial institutions to create a blockchain-based digital dollar.

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The CFO’s New Mandate: Scott Farrell’s take on Emotional Intelligence, Leadership, and Judgement in a Complex World 

CFO Talks

The CFOs New Mandate: Scott Farrell’s take on Emotional Intelligence, Leadership, and Judgement in a Complex World The role of the CFO is evolving faster than ever, and its no longer just about numbers. In a recent episode of the CFO Club Podcast , Leana van der Merwe sat down with Professor Scott Farrell, Group CFO of B. Braun Southern Africa and professor of accounting and finance at Monarch Business School Switzerland also an upcoming speaker at the Marcus Evans 8 th Annual CFO Africa

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The Benefits of Fractional Executives for Nonprofits

The Charity CFO

Why More Nonprofits Are Hiring Fractional Executivesand When You Should (or Shouldn’t) Nonprofit leaders are burned out. Budgets are tight. Teams are stretched. Yet strategy, execution, and accountability cant wait until the next big grant hits. Thats why many organizations are turning to fractional executives seasoned professionals who step into leadership roles like CFO, CMO, or Development Director, without the commitment of a full-time hire.

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1100: Lines, Not Dots: Turning Optionality into Outcomes | Chad Gold, CFO, Fullstory

CFO Thought Leader

Imagine an accountsreceivable clerk clicking through four different systems just to finish one routine task. ChadGold sees that bottleneck instantly. Fullstorys newly launched Workforce product maps every mousestroke of such employee journeys, then surfaces friction points so companies can make them more productive, so they can do even more valueadded things, Gold tells us.

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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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Salesforce says over 8,000 customers using new agentic AI tool

CFO Dive

The “Agentforce” tool is also now producing $100 million in average order value, CEO Marc Benioff said.

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RBI tightens default loss guarantee rule; NBFCs to exclude cover on fintech-sourced loans

CFO News

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.

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The Strategic CFO: Driving Value Creation in PE

E78 Partners

How middle-market PE firms are redefining the CFO role to maximize returns in an increasingly complex investment environment The private equity playbook is shifting. With average hold periods extending to 5.2 yearsup from 3.1 years a decade agoand deal multiples remaining elevated despite market volatility, the pressure on portfolio companies to deliver sustained value creation has intensified.

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You Cannot Lead If You Are Still Closing Last Month’s Book 

CFO Talks

You Cannot Lead If You Are Still Closing Last Months Book The finance function is not judged by how well it reports the past, but by how quickly it can help the organisation move forward. Businesses do not just want accurate numbers. They want insight, delivered when it matters, in a way they can act on. And they expect it from the CFO. A finance team that cannot keep up is seen as an operational risk.

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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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Illinois passes CPA licensure bill with 2027 start date

CFO Dive

Once signed into law, the legislation’s Jan. 1, 2027 effective date would allow time to set up rules needed to implement the changes, the Illinois CPA Society’s Martin Green says.

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Headline Inflation dropped by 80 bps in 2024 compared to 2023: RBI Report

CFO News

Indias retail inflation declined between April and August 2024 but saw a rebound in September and October, primarily due to a sharp rise in food prices, especially in vegetables and edible oils. This spike was followed by a moderation in food inflation from November 2024 to March 2025, supported by the arrival of the winter harvest. Meanwhile, fuel prices continued to remain in deflation, largely due to a decline in liquefied petroleum gas (LPG) prices.

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Weekend Reading For Financial Planners (May 31–June 1)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of financial advisory firm employees found that about half of respondents are currently working in the office five days a week, with the remainder divided among hybrid formats or full-time work from home.

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Reporting Rules That Make or Break Your Reputation

CFO Talks

Reporting Rules That Make or Break Your Reputation Financial reporting is often thought of as the final step in the business process, the box to tick at the end of the quarter or financial year. But experienced CFOs know better. They understand that reporting, when done right, is not just a reflection of past performance. Its a lens into the organisations future.

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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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Tech firms betting big on AI agents face ‘tremendous’ ROI pressure: EY

CFO Dive

“Against an uncertain macroeconomic and trade environment, executives are still overwhelmingly positive on the business value that agentic AI can deliver,” said EY’s James Brundage.

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Crisil pegs India's GDP growth at 6.5 pc in fiscal 2026

CFO News

Crisil on Thursday forecast India's gross domestic product (GDP) growth at 6.5 per cent in fiscal 2026, adding that improving domestic consumption is likely to support industrial activity.

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Automation and AI Are Transforming Trade Credit and Collections

Trade Credit & Liquidity Management

Automation and artificial intelligence (AI) are transforming accounts receivable (AR) and B2B trade credit management by replacing manual, error-prone processes with intelligent, AI-driven tools. Credit decision-making, collections, cash application, deductions, and communications are greatly enhanced by AI-powered AR automation. (Photo by Dan Dimmock on Unsplash ) Ultimately, these tools enable enterprises offering trade credit to streamline collections and improve cash flow.

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#360 – Leading Practices in Treasury: Cash Forecasting

Strategic Treasurer

Episode 360 Leading Practices in Treasury: Cash Forecasting In this episode, Pushpendra Mehta sits down with Paul Galloway to discuss the third topic in the series—Cash Forecasting. Paul breaks down the different types of cash forecasts and their roles across treasury, controllership, and FP&A. He also discusses the importance of speed and accuracy in short-term forecasting and shares leading practices for improving efficiency.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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One in four ransomware payers left with missing data: report

CFO Dive

Most ransomware victims responding to the survey said they were threatened with having their data published or sold if they didn’t pay the attacker.

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Kitces & Carl Ep 165: Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients

Nerd's Eye View

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. But delivering those recommendations in a way that clients can understand and act on is a separate skill. Advisors not only need to do the deep technical work, they also need to translate that complexity into clarity – a step that can be surprisingly time-consuming and cognitively demanding.

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Invest in Strategic Customer Visits and Meetings

Trade Credit & Liquidity Management

Maintaining strong relationships with key customers is an essential element of credit and collection management as well as customer care, more so in today’s frenetic economic environment. A strategic customer visit is more than just a meet-and-greet; it’s an opportunity to gain insight, address concerns, and reinforce trust. For credit professionals, choosing which customers to visit and when is the first step towards realizing valuable payback in both relationship-building and busin

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Achieving Strategic Optionality Through Operational Rigor | Chad Gold, CFO, Fullstory

CFO Thought Leader

Sensing 2021s frothy market, Gold ran a dual trackpursuing fresh capital while quietly courting strategic buyers. Years of relationshipbuilding and rigorous records paid off when VistaEquity acquired Salesloft, delivering liquidity without ceding control and validating his mantra that finance should anticipate peaks and make the news. Now Watch the Complete Episode with CFO Chad Gold of Fullstory In our conversation, Fullstory CFO Chad Gold traces a playbook forged during Saleslofts billiondolla

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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.