Future CFO
MARCH 5, 2025
When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. Apart from these, the department's challenge regarding upskilling and reskilling continues, and finance leaders continue to strive to find the balance between digitisation and talent revitalisation.
CFO Dive
MARCH 3, 2025
Traders in interest-rate futures increased the odds that the Federal Reserve this month will continue its pause on easing borrowing costs.
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Lime Light
MARCH 4, 2025
Picture this: You kick off a cross-departmental meeting to build a yearly financial forecast. The sales team projects a 30% increase in new customer acquisition based on a recent marketing campaign. But the marketing team raises concerns about rising customer churnespecially among smaller businessesdue to a recent price hike.
Global Finance
MARCH 2, 2025
Global Finance: Can you briefly describe what your model does? Joanne Horton: Yes. Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. Whats the likelihood that fraud will take place in the future? Theres lots of motivation, obviously, because a lot of fraud takes place: few cases, but each one is very expensive.
Advertiser: GEP
The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.
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Collectiv
MARCH 5, 2025
Welcome to a brand new episode of Modernized Planning, where were turning traditional planning strategies on their head, in favor of a more modern, efficient, and connected approach. In this episode, were talking with one of our partners, COO Anthony DAnna at deFacto Global , a leading provider of extended planning & analysis (xP&A) solutions that integrate with Power BI. deFacto Planning helps businesses unify financial and operational planning into a single, high-performance platform.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
E78 Partners
MARCH 3, 2025
While overall 2025 economic conditions have been positive, tariffs, persistent interest rates and geo-political instability are creating uncertainty. Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. The IPO market has also seen a resurgence, with 13 IPOs each aiming to raise $100 million or more filed in January 2025 alone , marking the highest number of sizable IPO filings in a
CFO Thought Leader
MARCH 4, 2025
12-Month Priorities Over the next year, Gabi Gantus aims to refine Mytra AIs cost structures by establishing clear unit economics for its warehouse robotics solutions. She plans to scale pilot deployments and secure large warehouse contracts, proving the technologys value and setting the stage for a broader rollout. Equally important: developing varied financing and deal structures to accommodate diverse client needs while maintaining sound cash managementlaying a strong foundation for Mytra AIs
Barry Ritholtz
MARCH 4, 2025
The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio.
CFO Plans
MARCH 2, 2025
In today’s fast-paced tech landscape, startups and innovative companies are constantly challenged by a whirlwind of change and uncertainty. Resilience alone is not enough for those navigating these turbulent waters. What’s crucial is a strategic financial agility that allows them to pivot and adapt as swiftly as the market itself. Start your journey towards financial agility today and ensure your business stays ahead of the curve.
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79% of finance leaders we surveyed say they play a multifaceted role—ensuring financial stability, managing risk, and enabling transformation. In our 2025 Global Finance Leaders Survey, 751 global leaders shared their biggest challenges, top priorities, and outlook for the year ahead. Here’s what you’ll learn in the survey report: An in-depth look at different leadership approaches and what they mean for finance leaders Top challenges facing finance leaders, from data reliability to talent manag
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Global Finance
MARCH 1, 2025
El Salvadors heralded adoption of Bitcoin as legal tender appears to be undergoing a significant downgrade as businesses are no longer obliged to accept the cryptocurrency. As part of a $1.4 billion loan agreed with the International Monetary Fund in December, the governments involvement with the digital Chivo wallet will be gradually unwound. At the end of January, on a vote of 55-2, El Salvadors Legislative Assembly passed modifications to the Bitcoin law, eliminating the word currency but kee
CFO Dive
MARCH 5, 2025
The revised proposal comes as more states are seeking to stop requiring certified public accountants to complete 150 hours of college credits to get licensed.
Barry Ritholtz
MARCH 3, 2025
Since March Madness is nearly upon us, how about a fun basketball story? I was lucky enough to be a hoops fan during the golden age of basketball: Larry Bird and Magic Johnson, the Bad Boy Detroit Pistons, Michael Jordan, and the perennially-on-the-verge-of-winning-it-all New York Knicks during the Patrick Ewing, John Starks, Charles Oakley, Anthony Mason era.
Future CFO
MARCH 3, 2025
The finance function is undergoing a seismic shift. By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. CFOs, controllers, and management accountants must embrace agility and foresight to thrive in this dynamic environment.
Advertiser: Paycor
Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.
Global Finance
MARCH 1, 2025
Chinas financial sector, from banks to brokerages, is rapidly incorporating DeepSeek, the nations champion in AI, for customer service, data analysis, and email sorting. Dozens of firms have committed to implementing DeepSeek or specific applications of the AI large language model since January, when the Hangzhou-based app developer emerged as Chinas low-cost alternative to Western competitors such as ChatGPT.
CFO Dive
MARCH 3, 2025
For finance leaders, Generative AI isnt merely a toolits a strategic partner.
Nerd's Eye View
MARCH 6, 2025
New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.
Barry Ritholtz
MARCH 6, 2025
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? Can the Fed ignore supply-chain disruptions that drive up prices? How should investors view the relationship between trade policy and inflation in the current economic environment? This week, we speak withAustan Goolsbee, president of the Federal Reserve Bank of Chicago.
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
Global Finance
MARCH 5, 2025
As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. The US remains the largest foreign investor, but its stake dropped nearly 10% in 2023 alone, to 38% of the $224.6 billion total, according to the UN Economic Commission for Latin America and the Caribbean.
CFO Dive
MARCH 5, 2025
Identifying talent with the right skill sets is a critical focus for companies today — but it’s also important for candidates to mesh culturally, Golden 1 Credit Union CFO Allyson Hill said.
Nerd's Eye View
MARCH 3, 2025
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using t
CFO Selections
MARCH 7, 2025
Executive Summary: Tariffs, particularly those on imports from key trading partners like Canada and Mexico, can have a far-reaching impact on U.S. businesses and the economy. While they may provide some protection for domestic industries, they also introduce significant challenges including higher costs, disrupted supply chains, and the need to make difficult decisions on pricing and profit margins.
Advertiser: GEP
Tail spend — often unmanaged, fragmented and costly — can account for as much as 80% of total transaction volume. Without the right strategy, enterprises face hidden risks and unnecessary spend. It’s time to shift from fragmented, ad hoc purchasing to a strategic, technology-driven approach. Download this GEP-sponsored Everest Group research for insights on how your competitors are upping their tail spend management game.
Global Finance
MARCH 1, 2025
Hong Kongs Securities and Futures Commission and Hong Kong Exchanges and Clearing Ltd. (HKEX) are considering whether to ease initial public offering rules for mainland Chinese companies. Christopher Hui, the territorys secretary for financial services and the treasury, said at a recent conference in Shenzhen that the bourse pledged to ease listing requirements for Chinese firms.
CFO Dive
MARCH 4, 2025
Concern about U.S. import duties “is clearly influencing how people are thinking about inflation this year,” New York Federal Reserve Bank President John Williams said.
Nerd's Eye View
MARCH 4, 2025
Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan. Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. What's unique about Sten, though, is how he realized that the team that helped his firm reach an initial level of success as a $1M+ practice was not the team hed need to take it to the
Barry Ritholtz
MARCH 1, 2025
Welcome to March — that means Spring is not far off! Kick off the first weekend of the month by pouring yourself a mug of Tolima Los Brasiles Peaberry Organic , grabbing a seat by the fire, and enjoying our longer-form weekend reads: Gen Z and the End of Predictable Progress : How AI, volatility, and changing institutions are shaping young people’s economic reality ( Kyla’s Newsletter ) Palmer Luckey, American Vulcan.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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