Sat.May 10, 2025 - Fri.May 16, 2025

article thumbnail

Top 5 Signs Your Accounting Is a Mess (And How to Fix It)

The Charity CFO

Top 5 Signs Your Accounting Is a Mess (And How to Fix It) When your nonprofits finances feel offbut you cant quite put your finger on whyits often because the accounting system is quietly unraveling behind the scenes. And if your gut is telling you somethings wrong, it probably is. In this episode of A Modern Nonprofit Podcast , Tosha Anderson sits down with Nancy Fussner, Director of Onboarding at The Charity CFO, to walk through the top five red flags that your accounting may be messier than y

article thumbnail

Technology as a Value Creator for Private Equity Portfolio Companies

E78 Partners

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

OneStream shakes up finance software portfolio with AI agents

CFO Dive

A new “deep analysis agent” unveiled by the company is able to perform “much like a business analyst on your team,” CEO Tom Shea said.

Finance 277
article thumbnail

Explained: What is climate finance taxonomy—and why does India need its own?

CFO News

Currently at a consultation stage, the finance taxonomy in India will initially focus on sectors like power, mobility, buildings, agriculture, and hard-to-abate industries such as steel and cement. Experts say Indias finance taxonomy is aligned with its global counterparts especially the EUand tailors them to Indian needs.

Finance 45
article thumbnail

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

article thumbnail

CIMA unveils upgraded CGMA professional qualification for modern finance

Future CFO

The Chartered Institute of Management Accountants unveiled its upgraded CGMA Professional Qualification to meet the expanding scope of modern finance. The professional association has launched the new syllabus and blueprints for the 2026 case study examinations to further boost and improve finance business partnering, analysis, and critical thinking skills of students, preparing them for the future of work.

Finance 52

More Trending

article thumbnail

Working smart – Forget about it if you want to be an entrepreneur!

Focus CFO

Entrepreneurship is a grind, demanding hard and smart work. Learn how one leader scaled his business by finding his strengths.

52
article thumbnail

How digital innovation is shaping the future of banking

Global Finance

Digital banking usage has surged across Europe in the last decade, as the way we bank has been transformed dramatically. The percentage of EU citizens using online banking in the last decade has risen from 42% to 67%, in Spain that number was closer to 75% in 2024 1. CaixaBanks growth in digital channels reflects these trends. The Bank is, by some distance, the leading digital bank in Spain.

Banking 64
article thumbnail

How to choose the best FP&A software: Advice from an FP&A expert

Jedox Finance

Choosing the right FP&A software is one of the most important decisions Finance leaders can make today. The right tool doesn't just automate reports or speed up planning cycles; it can fundamentally change how Finance partners with the business, helping shift the role of FP&A from reactive number crunching to proactive, strategic decision-making.

Finance 52
article thumbnail

Looking back on 40 days of financial chaos

Tips Watch

And … see below for travel news. By David Enna, Tipswatch.com Ever since Liberation Day on April 2, I’ve been watching financial markets in awe.

article thumbnail

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.

article thumbnail

Why spreadsheets aren’t going away anytime soon

CFO Dive

Spreadsheets are not just a tool of the past; they will be a vital component of the future of finance, Gartner’s Mike Helsel writes.

Finance 302
article thumbnail

Understanding the "GROW" in GROW with SAP

Navigator SAP

GROW with SAP is not a product. It is a journey. It is a framework for helping a business digitally transform and streamline operations with the industry-leading SAP S/4HANA Cloud Public Edition enterprise resource planning solution (ERP).

SAP 265
article thumbnail

A Day in the Life: Nguyễn Trung Ngân from Deloitte Vietnam

Future CFO

Editors note: In todays A Day in the Life , Nguyn Trung Ngn (pictured), tax senior manager at Deloitte Vietnam , shares with FutureCFO audiences how leading a complex transfer pricing audit for a multinational client became pivotal for her career and how her passion for public writing became one of her greatest sources of inspiration. FutureCFO: What does a typical day look like for you?

article thumbnail

Lebanon On The Path To Reform

Global Finance

Since the 2019 financial collapse that brought the war-torn country to its knees, banking sector reform has been a prerequisite for obtaining help from multilateral lending institutions. The new law allows entities, including independent auditors, to directly access banking records from the past decade. “The banking secrecy bill is a tool,” comments Sibylle Rizk, director of public policies at Kulluna Irada, a Beirut-based think tank. “Now it needs to be used: whether by bankin

article thumbnail

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.

article thumbnail

Inflation expected to surge to 7.3% in a year, fueled by tariff worry

CFO Dive

Consumer sentiment has slumped this year even as recent “hard data” reveal stable prices and robust hiring.

283
283
article thumbnail

Kitces & Carl Ep 164: Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?

Nerd's Eye View

Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to share when explaining strategic decisions, younger advisors may feel added pressure to prove their credibility.

article thumbnail

The Trouble with Surveys

Barry Ritholtz

Hey, just back after taking the redeye home from Futureproof Colorado , and getting my feet back under me. But I wanted to briefly discuss tomorrow’s release of the University of Michigan (UMich) long-term inflation expectations. You probably know my thoughts on both Inflation Expectations and Sentiment Surveys. ICYMI, Inflation Expectations are a backwards looking exercise in the Recency Effect.

Banking 89
article thumbnail

Govt approves 187 startups for I-T exemption benefits

CFO News

The government has approved 187 startups for income tax exemption under Section 80-IAC, bringing the total to over 3,700 since the scheme's inception. Startups incorporated before April 1, 2030, are now eligible to apply for the tax benefit. DPIIT's revised evaluation framework ensures faster decision-making, with complete applications reviewed within 120 days.

article thumbnail

The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

article thumbnail

Inflation slows more than forecast as tariff retreat eases price pressure

CFO Dive

Even after recent tariff reductions, U.S. consumers face an effective tariff rate of 17.8%, the highest level since 1934, the Yale Budget Lab said.

article thumbnail

Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act. The proposed legislation makes several aspects of TCJA 'permanent', including maintaining TCJA's tax brackets and the elevated estate tax exemption, while also introducing new potential tax-savings op

article thumbnail

RWM & HNTI Are Coming to Chicago!

Barry Ritholtz

Ive spent the last 30+ Thanksgivings in Chicago. It’s a great city, with wonderful food, cold winters, and warm people. We opened an office here a few years ago with two fantastic advisors (Jonathan & Brian) and a killer staff (Anna and Colleen). Since then, the Chicago hub has grown rapidly, running a lot of our operations. We finally reached the point where we needed a great office to fit the great RWM folks here.

article thumbnail

Defining an IT Integration Strategy for Mergers and Acquisitions

E78 Partners

In mergers and acquisitions , technology can be a powerful enabler – or a hidden barrier that slows value realization. As companies navigate the complexities of combining operations, an overlooked or underdeveloped IT integration strategy can introduce risk, disrupt continuity, and compromise synergy realization. At E78 , we understand that post-acquisition success hinges not just on people and processes but on how effectively systems align, data flows, and infrastructure scales.

article thumbnail

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.

article thumbnail

Tesla CFO offloads another $1.1M in stock

CFO Dive

The sale comes as Tesla looks to reverse slumping sales and combat brand hostility, while facing roadblocks on new projects such as its long-awaited “robotaxi” service.

CFO 197
article thumbnail

#FASuccess Ep 437: Becoming An IRA Expert To Differentiate By Charging The Highest Fee Instead Of The Lowest, With Ed Slott

Nerd's Eye View

Welcome everyone! Welcome to the 437th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ed Slott. Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs. What's unique about Ed, though, is how he has been able to charge premium fees for his accounting and education services over time by becoming a nationally r

article thumbnail

An Evening with Michael Lewis, from “Liar’s Poker” to today

Barry Ritholtz

A bonus LIVE episode of Masters in Business: I speak with bestselling author and financial journalist Michael Lewis, live, from the Landmark Theater in Port Washington, NY. Our wide-ranging, 90-minute conversation covered the full arc of his career, from Liars Poker to this years Who is Government. The informative and at times hilarious conversation included his experiences turning Moneyball into a film (including on-set hijinks from Brad Pitt), how his career as a writer evolved, and what he

69
article thumbnail

Arnault’s Work Extension

Global Finance

Bernard Arnault, the French billionaire, CEO and chair of LVMH, has just been confirmed at the helm of the worlds largest luxury brand for the next 10 years. Shareholders voted last month to amend its bylaws, raising the retirement age for its CEO to 85, handing Arnault the reins for the better part of the next decade. With a personal fortune of some $150 billion, Arnault has been sole chair of LVMH since 1989.

article thumbnail

Tariffs on the Table: How to Brief the Board and C‑Suite With Confidence

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.