This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
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.
Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.
Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.
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.
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.
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. I will be moderating the Emerging Managers Panel: Hear from new and emerging fund leaders on the opportunities and obstacles of launching and growing a differentiated investment strategy in today’s competitive alternatives landscape, including how they are leveraging AI to enhance investment processes, streamline operations, and navigate the early stages of building a fund.
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.
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.
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.
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
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.
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.
ERP change management is essential to successful digital transformation. Learn 7 key strategies to drive employee adoption, reduce resistance, and maximize your ERP investment.
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.
“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.
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
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
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.
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).
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.
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
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
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.
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
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.
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.
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.
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.
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
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.
We organize all of the trending information in your field so you don't have to. Join 39,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
52 
Let's personalize your content