Sat.Jun 07, 2025 - Fri.Jun 13, 2025

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From Red to Black: CFO Strategies That Drive Organisational Turnarounds 

CFO Talks

From Red to Black: CFO Strategies That Drive Organisational Turnarounds When an organisation faces financial distress, the Chief Financial Officer becomes a pivotal figure in determining whether the business continues to decline or begins the path to recovery. Leading a company from financial loss to profitability requires far more than cost-cutting or boosting revenue.

CFO 52
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Tax, finance chiefs must craft a clear tax transformation ‘roadmap’: Deloitte

CFO Dive

Tax and finance leaders need to agree on a clear tax transformation plan in the face of complicated cost and regulatory pressures, Deloitte’s Emily VanVleet said.

Finance 253
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AI in Investment Management: 5 Lessons From the Front Lines

CFA Institute

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Panthera’s proprietary Decision GPS platform blends behavioral science, and quantitative finance with machine intelligence to optimize investment decision-making.

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#FASuccess Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows, With Leila Shaver

Nerd's Eye View

Welcome everyone! Welcome to the 441st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Leila Shaver. Leila is the founder of My RIA Lawyer, a compliance and legal services firm based in Alpharetta, Georgia, that serves RIAs, broker-dealers, and other financial services companies. What's unique about Leila, though, is how she helps firms navigate the increasing compliance burdens that can arise as they grow in size and complexity to ensure they remain in line wit

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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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Irreconcilable Differences: How MCA Abuse of “Reconciliation Rights” Threatens Collateral

Trade Credit & Liquidity Management

By Robert DiNozzi Merchant Cash Advance (MCA) agreements have become a prevalent form of alternative financing, particularly among small and distressed businesses. Marketed as sales of future receivables rather than traditional loans, these agreements allow funders to withdraw fixed daily or weekly payments directly from a business’s bank account until a predefined “purchase amount” has been satisfied.

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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty. In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be m

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ESG-themed stock indices pose attractive investment opportunities in Southeast Asia

Future CFO

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia. According to an analysis by CGS International , from May 2022 to May 2025, the FTSE4Good Asean 5 index of ESG leaders listed in Indonesia, Malaysia, the Philippines, Singapore, and Thailand achieved an annualised return of 5.07%, surpassing the FTSE Asean All-Share index’s 1.56% annualised return over th

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Tariff Shock Fuels A Great Realignment Of Global Trade

Global Finance

The global trade order has entered a period of profound uncertainty. Longstanding alliances are shifting, financial norms are being questioned, and countries are scrambling to revamp their economic strategies. Globalization isn’t dead, however; it’s just reassembling. Much of the disruption begins in the US, where President Donald Trump’s abrupt, aggressive shift in trade policy has injected a new volatility into global markets.

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Foreign diplomats gain insights into India's robust financial infrastructure, market reforms

CFO News

India's robust financial infrastructure, market reforms, and the growing significance of Indian capital markets on the global stage was discussed in detail during a first-of-its-kind interaction held between the Heads of Foreign Mission in Delhi and the National Stock Exchange (NSE), in New Delhi on Monday.

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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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How ‘EQ’ strengthens a finance team

CFO Dive

Building a “culture of emotional intelligence” in which a CFO’s staff feels supported and valued is key to retaining top talent, an associate professor at University of New Hampshire’s business school asserts.

Finance 240
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How Mid-Market Leaders Use SAP Cloud ERP to Grow Globally

Navigator SAP

Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.

SAP 207
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The Innovators 2025: Middle East

Global Finance

Regional Winners Most Innovative Bank in Middle East| ARAB BANK Acabes, Arab Bank’s in-house development factory, enabled the bank to launch an updated version of its Reflect banking app in 2024. Reflect benefits from a host of new digital features, including multicurrency subaccounts for deposits, savings, and payments. Customers can also use Salary Transfer and instant transfer features with these currencies.

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Weekend Reading For Financial Planners (June 14–15)

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 U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.

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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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NY passes CPA pathways legislation as Florida punts

CFO Dive

Since late last year at least 19 states — now including New York — have passed legislation providing alternative paths to CPA licensure to ease the accounting talent shortage.

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Never Take Candy from Strangers

The Big Picture

I grew up in the generation of latchkey kids: Both parents worked; you came home from school, fixed yourself a quick bite, then ran off to the playground for some stick- or b-ball. We weren’t wildly overscheduled; we didn’t have 20 hours a week of school events, after-school activities, and projects. We were (mostly) on our own. This led to a generation of parents who recognized the risks all this unsupervised play created.

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Reimagining AI’s Role In Finance

Global Finance

You wouldn’t think that the quipu—an abacuslike system of knotted cords used by the Incas for record keeping—would have much application to the breakneck adoption of artificial intelligence among financial institutions (FIs). But a Colombian financial-services company nurtured by Bancolombia Ventures harkens to that system. Quipu deploys AI-powered analyses of alternative data to determine the creditworthiness of microbusinesses.

Finance 92
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Unaccounted income invested in Virtual Digital Assets on CBDT radar

CFO News

The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.

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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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‘Boring’ data work underpins innovation, strategy, Payoneer CFO says

CFO Dive

Finance chiefs need to hone their data skills in an era when they are increasingly looked at not just as strategic leaders, but “innovation champions,” Payoneer CFO Bea Ordonez said.

CFO 177
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The Little-Known Credit Holding Up the Clean Fuel Market

CFA Institute

D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.

Marketing 102
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The Innovators 2025: Western Europe

Global Finance

Regional Winners Most Innovative Bank in Western Europe | SOCIETE GENERALE Societe Generale’s Global Transaction and Payment Services division has launched several new innovations to reduce their corporate clients’ workload. These include IKAR, a Gen AI chatbot for cash management product-documentation inquiries; and the Digitrade Tool, which uses advanced data analytics, including algorithms and pattern recognition, to personalize the document-checking process.

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Webinar: Leveraging Universal RevRec for Pre-built Process Efficiency and Optimized Best Practices

Bramasol

Simplifying Revenue Recognition with SAP S/4HANA Cloud Public Edition: Introducing Universal RevRec In today's fast-evolving digital economy, revenue recognition is no longer just about compliance—it’s a strategic capability that drives insight, accountability, and business agility. As organizations deal with increasingly complex revenue streams across sales, services, subscriptions, and projects, the need for a flexible, scalable, and industry-tailored revenue recognition solution has never bee

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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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Sage launches training program for next-gen CFOs

CFO Dive

“In an era defined by tighter margins, speed of business, faster tech shifts and higher expectations, the role of the CFO is evolving,” the software firm said.

CFO 204
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Mizuho to acquire Avendus from KKR at $700 million valuation

CFO News

Mizuho Financial Group is set to acquire KKR-backed Avendus Capital for $700 million, marking Mizuho's largest investment in India. The deal involves KKR's exit and will give Mizuho up to 70% ownership. Avendus founders, excluding Ranu Vohra, will remain invested and manage the company, continuing its operations across financial services in India, the US, and Singapore.

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The Innovators 2025: North America

Global Finance

Regional Winners Most Innovative Bank in North America | BANK OF AMERICA Bank of America’s (BofA’s) dedication to improving customer experience is evident in the 12% increase in digital interactions by clients last year, reaching a recordbreaking 26 billion interactions. Corporate clients made over $1 trillion in payment approvals on the bank’s CashPro app in 2024—a 25% increase year on year.

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Book Review: Financial Statement Analysis for Value Investing

CFA Institute

Penman and Pope refine classic value investing through the lens of financial statements.

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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.