Trade Credit & Liquidity Management

JUNE 24, 2025

The Clearing House raised the real-time payments (RTP) transaction limit from $1 million to $10 million in February 2025. Since the increase, Bank of America (BofA) reports that transactions over $1 million now account for more than half the total value of U.S. real-time payments processed for corporate clients. Rival network FedNow raised its own limit from $500,000 to $1 million on June 24, 2025.

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B2B Education Banking Securities 52

CFA Institute

JUNE 23, 2025

Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.

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Investments Risk Management 67

CFA Institute

JUNE 25, 2025

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

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Risk Management Economics Investments 71

The SaaS CFO

JUNE 24, 2025

Defining and calculating ARR is a hot topic. I have been talking to a lot of SaaS founders and finance leaders about how to properly calculate annual recurring revenue. Not too easy with today’s pricing and business models. The shift in pricing models (usage, consumption, outcome-based) has made the lives of tech CFO’s more difficult. […] The post How to Define and Calculate ARR appeared first on The SaaS CFO.

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CFO Finance 65

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.

CFO Dive

JUNE 23, 2025

Traditional payment rails are fading. Discover what's on the horizon in our increasingly borderless financial world.

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Global Finance

JUNE 23, 2025

The rapidly evolving nature of AI is a double-edged sword as far as cybersecurity goes. As user-friendly and beneficial as Generative AI (Gen AI) can be, it is also being misused ever more frequently in the form of trickery and manipulation, such as deepfaking the voice, face or name of a person or organisation to elicit payments. By 2027, for example, 17% of total cyberattacks will involve the use of Gen AI, according to Gartner 1.

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Communication Auditing Investments Banking 97

Future CFO

JUNE 23, 2025

Donald Trump's second administration , with its sweeping tariffs and protectionist policies, threatens to upend four decades of predictable global trade. For Asia's corporate treasurers, discussing this seismic shift in Singapore's financial district at a recent FutureCFO roundtable , co-hosted by the Association for Financial Professionals (AFP), traditional hedging strategies now clash directly with geopolitical reality, forcing a complete rethink of their risk playbooks.

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Treasury Foreign Exchange Currencies Risk Management 52

Strategic Treasurer

JUNE 25, 2025

Deepfakes & Payments Fraud: Is Treasury Prepared? Download the White paper Deepfakes & Payments Fraud: Is Treasury Prepared? What if everything looked and sounded exactly right—but it wasn’t? Deepfakes, AI-generated impersonations that mimic real voices and faces, are becoming a serious risk to treasury teams, enabling attackers to fake payment requests and slip past routine safeguards.

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Treasury Securities 64

The Big Picture

JUNE 25, 2025

 At The Money: Navigating War, Tariffs and Geopolitics (june 25, 2025) The U.S. has just bombed Iran’s nuclear sites (following weeks of Israeli drone and aircraft bombing raids). This comes after months of noisy Tariff announcements and geopolitical wrangling. What are investors supposed to do when war breaks out? (Full transcript coming tomorrow). ~~~ About this week’s guest: Sam Ro is a veteran financial journalist and CFA known for his clear, data-driven insights into markets and and

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Finance Marketing 78

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

CFO Dive

JUNE 25, 2025

The audit watchdog this week announced penalties totaling $8.5 million on three Netherlands firms. Last year, KPMG Netherlands alone was fined $25 million in connection with an exam cheating scandal.

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Auditing 270

Navigator SAP

JUNE 27, 2025

ERP change management is essential to successful digital transformation. Learn 7 key strategies to drive employee adoption, reduce resistance, and maximize your ERP investment.

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Investments 231

Nerd's Eye View

JUNE 23, 2025

Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and professionals for recommendations, browse a few firm websites, and typically interview only one or two advisors before deciding whom to hire. This means advisors must communicate both their services and values within a very limited – and not always synchronous – span of time.

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Communication Prioritization Investments Planning 95

The Big Picture

JUNE 26, 2025

“One of the most bullish things that can happen to any market is for it to reach new multi-year highs.“ Bloomberg, March 5, 2014 Markets closed at a new all-time high today. The usual suspects have already proffered their litany of horrors – valuations are too high, gains are too narrow, we havbe market concentrated and a toppy feel, to say nothing about all of the new geopolitical risks that continue to accumulate in tariffs war and oil prices.

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Concentration Valuation Marketing Investments 107

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

CFO Dive

JUNE 23, 2025

Skip to main content Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An articl

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CFO Risk Management SAP Compliance 236

Global Finance

JUNE 27, 2025

UniCredit’s hostile offer for Banco BPM is the most talked about, valued at $16.35 billion, almost $1 billion below BPM’s market value. The bid followed Unicredit’s unsuccessful negotiations with the Italian government to take over Banca Monte dei Paschi di Siena three years ago. Unicredit launched the new tender on BPM despite restrictions imposed by the government.

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Mergers and Acquisitions (M&A) Banking Finance Investments 52

Nerd's Eye View

JUNE 27, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, RIAs have been growing their advisor headcounts and market share, often at the expense of wirehouses and large broker-dealers during this time).

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Benchmarking Valuation Leverage Investments 86

CFA Institute

JUNE 26, 2025

Frank J. Fabozzi, CFA, is a professor of practice at Carey Business School at Johns Hopkins University. He is the editor of The Journal of Portfolio Management , co-founder and co-editor of The Journal of Financial Data Science , and an editor of Annals of Operations Research. He received the CFA Institute Research Foundation’s James R. Vertin Award in 2015 and the C.

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Marketing Economics Financial Data Communication 68

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

Accounting Firms

CFO Dive

JUNE 26, 2025

Ripple alum Vince Tejada sees “an explosion of adoption” for stablecoins — once the ongoing regulatory evolution settles into clear guidance.

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Finance 204

Trade Credit & Liquidity Management

JUNE 25, 2025

From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple

Compliance 52

Compliance Securities Leverage Technology 52

Nerd's Eye View

JUNE 25, 2025

Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save for retirement – increase over time as they advance in their careers. While many retire in their 60s (or even later), others with sufficient savings and/or guaranteed income sources might seek an earlier retirement, perhaps in their 50s.

Accounting 65

Accounting Planning Investments 65

Future CFO

JUNE 25, 2025

GTreasury unveiled its comprehensive and purpose-built AI platform, GSmart AI, designed for treasury and finance operations. According to a press release, GSmart AI will allow chief financial officers and treasurers to navigate the increasingly complex treasury landscape by bringing in secure, actionable insights and agentic actions. The platform provides reliable AI support to finance heads, addressing demands with powerful capabilities, built-in compliance, and full transparency into every act

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Treasury Finance Auditing Compliance 52

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Accounting

CFO Dive

JUNE 23, 2025

Republican lawmakers on Tuesday may chime in with criticism if Fed Chair Jerome Powell affirms a “wait-and-see” monetary policy approach in testimony to a House committee.

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CFO Talks

JUNE 25, 2025

If You Think Honesty Is Risky, Try Hiding the Truth Clear communication has always been important, but in today’s environment, it has become critical. Finance professionals are being asked to lead under pressure, often while navigating rapid change, tight margins, and tough trade-offs. In these moments, transparency is not just a leadership trait.

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Leadership Communication Finance Compliance 52

Trade Credit & Liquidity Management

JUNE 25, 2025

According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.

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Treasury Economics Prioritization Investments 52

CFO Thought Leader

JUNE 24, 2025

During the SVB banking crisis, Larry Roseman faced the risk of losing all of Thumbtack’s cash. He responded by diversifying banking relationships, revising covenants, and overhauling investment policies—transforming a high-stakes liquidity scare into a lasting strategy for financial resilience and operational continuity. Now Watch Our Complete Episode Featuring CFO Larry Roseman of Thumbtack Larry Roseman shares how navigating early-career crises shaped his leadership through COVID-19 and the SV

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CFO Prioritization Leadership Finance 52

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