The Charity CFO

MAY 13, 2025

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

Accounting 82

Accounting Nonprofit Reconciliations CFO 82

E78 Partners

MAY 14, 2025

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.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

CFO Dive

MAY 14, 2025

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 283

Finance 283

CFO News

MAY 14, 2025

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

Finance 45

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

Future CFO

MAY 14, 2025

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

Finance IFRS Problem Solving Strategic Planning 52

Focus CFO

MAY 14, 2025

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

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52

Global Finance

MAY 12, 2025

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

Banking Technology Securities Strategic Planning 64

Jedox Finance

MAY 12, 2025

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

Finance Numbers Planning 52

Tips Watch

MAY 10, 2025

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.

Marketing 80

Marketing Treasury Investments Finance 80

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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

Accounting

CFO Dive

MAY 16, 2025

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 307

Finance 307

Navigator SAP

MAY 16, 2025

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 261

SAP Planning 261

Future CFO

MAY 11, 2025

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?

Leadership 98

Leadership Auditing Education CFO 98

Nerd's Eye View

MAY 15, 2025

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.

Planning 90

Planning Communication 90

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CFO Dive

MAY 16, 2025

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

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287

Global Finance

MAY 16, 2025

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

Restructuring 89

Restructuring Auditing Currencies Financial Systems 89

Barry Ritholtz

MAY 15, 2025

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

Banking 89

Nerd's Eye View

MAY 16, 2025

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

Education 95

Education Tax Planning Planning Numbers 95

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.

Accounting

CFO Dive

MAY 13, 2025

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.

Forecasting 196

Forecasting Budgeting 196

CFO News

MAY 16, 2025

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.

Startups 75

Startups 75

Barry Ritholtz

MAY 12, 2025

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.

Investments 69

Investments 69

Nerd's Eye View

MAY 13, 2025

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

Education 75

Education Accounting Planning Leverage 75

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.

Finance

CFO Dive

MAY 13, 2025

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 202

CFO Sales 202

The Charity CFO

MAY 12, 2025

When youre running a nonprofit, its tempting to think of accounting as something you can get by withmaybe its a part-time admin, a volunteer with QuickBooks experience, or a reactive scramble at tax time. But heres the truth: If your organization doesnt have a skilled accounting team, you dont just have a bookkeeping problem. You have a risk management problem.

Nonprofit 90

Nonprofit Accounting Leadership CFO 90

Barry Ritholtz

MAY 14, 2025

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

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Nerd's Eye View

MAY 12, 2025

A common structure at many advisory firms is for the owner to handle most of the sales and prospecting, while employee advisors focus on delivering planning and analysis for existing clients. While this model can work well in the early stages of a firm, it often becomes a bottleneck over time, limiting growth to the firm owner's marketing capacity and leaving employee advisors underprepared for more senior roles that require business development skills.

Leverage 59

Leverage Marketing Healthcare Leadership 59

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.

Finance