Lime Light
MAY 5, 2025
Optimize your finances and thrive in 2025 with a complete cash flow forecasting guide. Learn how to anticipate challenges, improve efficiency, and choose the right tools.
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.
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Barry Ritholtz
MAY 3, 2025
Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets un
Collectiv
MAY 6, 2025
Everyones talking about Copilot. But most companies arent getting value from it yet. CIOs want to enable AI. Analysts are ready to ditch formulas and query data in plain English. Executives expect ChatGPT-style insights in their dashboards. The reality? Without the right data foundation, Copilot doesnt just fall shortit actively makes things worse. The Promise of CopilotAnd Its Pitfalls Microsofts Copilot for Power BI has a lot going for it.
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
CFO Dive
MAY 7, 2025
Finance chiefs are increasingly involved in staffing their departments — effectively acting as the chief human resources officer for finance, the Big Four accounting and consulting firm asserts.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
Future CFO
MAY 5, 2025
Asia-Pacific IPO markets showed signs of recovery for the first quarter of 2025, according to EY. The region showed signs of recovery, reclaiming the lead area in IPO volume and value, with Hong Kong and Malaysia recording robust growth. Southeast Asia saw a year-on-year (YOY) decline in IPO volume and value, with 27 listings that raised US$0.7 billion in the first quarter of 2025, down from 37 IPOs that raised US$0.8 billion a year ago.
CFO Plans
MAY 5, 2025
Start Building Your Financial Resilience Today and ensure your hospitality business can thrive in any economic climate. In the ever-changing world of hospitality, where seasonal revenue fluctuations can turn financial management into a high-stakes game, financial resilience isn’t just a strategyit’s a vital survival skill. Restaurant owners, boutique hotel managers, and event venue operators must skillfully navigate the unpredictable tides of guest flow, weathering economic storms wi
Global Finance
MAY 6, 2025
Elected to lead the Catholic Church in 2013 after the sudden abdication of his predecessor Benedict XVI, Argentinian Cardinal Jorge Maria Bergoglio chose his pontifical name to echo the saint of the poor, Francis of Assisi. Considered controversial by many conservative Catholics for his nontraditional stands on issues like homosexuality, immigration, and the role of women in the church, he quickly became known as the Peoples Pope, advocating for the poor, the marginalized, and the most vulnerabl
Corporate Finance Lab
MAY 8, 2025
Multiple voting shares have been prohibited for listed companies in Belgium for a long time. This will, however, be (partly) subject to change as the Belgian legislator is required to implement the Multiple-Vote Share Structures Directive (MVS Directive). In this blog post, we will discuss the policy proposal of a working group within the Belgian Centre for Company Law (BCV-CDS) that offers advice to the Belgian legislator on transposing the MVS Directive and aims to facilitate a broader policy
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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 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.
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.
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 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.
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CFO Dive
MAY 9, 2025
Top-line leadership unwilling to be strict about RTO policies can leave a company still paying for office space even as its workforce is effectively remote, a workplace analytics expert says.
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.
Nerd's Eye View
MAY 7, 2025
For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful long-term goals may be limited.
CFA Institute
MAY 8, 2025
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.
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.
CFO Dive
MAY 6, 2025
The new tool can help with complex analyses that play a role in mitigation strategies a CFO might choose to adopt, according to KPMG’s Andrew Siciliano.
Global Finance
MAY 8, 2025
The deal also marks a milestone for Indian aviation finance: the first transaction in which all the stakeholders lender, borrower, law firm (Dentons), facility agent, and security agentworked through their entities based in the Gujarat International Finance Tec-City (GIFT City), Indias new international financial services center (IFSC). Indian airlines have typically relied on multinational banks and foreign lenders for aircraft leases, mainly routed through Dublin, Ireland, due to lack of a str
Nerd's Eye View
MAY 5, 2025
Welcome to the May 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 Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians
Barry Ritholtz
MAY 7, 2025
ATM: How to Change Careers Dr. Bill Bernstein (May 7, 2025) How often have you thought about making major change in your career? Full transcript below. ~~~ About this weeks guest: Dr. William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum).
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 7, 2025
Macroeconomic uncertainty is also driving some executives to consider altering go-to-market, product and geographic mix strategies, a Gartner poll found.
Global Finance
MAY 8, 2025
Global Finance: You have been CFO for almost four years. How has Vaalcos competitive position changed during your tenure? Ron Bain: Its been an active period during which we have delivered several transformative transactions that increased scale and diversified the asset portfolio. We completed a value-accretive corporate merger with Transglobe in 2022 that saw us acquire operating assets in Egypt and Canada.
CFA Institute
MAY 6, 2025
Mark Rieder’s Reminiscences of a Bond Operator is a hands-on guide to corporate bond analysis, fixed-income portfolio construction, and navigating today’s evolving private credit landscape.
Strategic Treasurer
MAY 5, 2025
Episode 357 Leading Practices in Treasury: Bank Relationship Management In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners.
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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