CFO Talks
JANUARY 8, 2025
How to Prepare Your Finance Team for Growth One of your most important roles is to nurture and develop your finance team. After all, a strong and adaptable team is key to achieving long-term success in a competitive business environment. Preparing your finance team for growth is not just about giving them new tasks; its about equipping them with the skills, mindset, and tools to thrive in a changing world.
The Finance Weekly
JANUARY 5, 2025
Finance Artificial Intelligence (A)I chatbots are reshaping how businesses handle customer interactions and streamline financial operations. According to Gartner , chatbots and virtual assistants are changing the game for how businesses handle customer questions. More and more companies are turning to these tools, and by 2027, theyre expected to become the go-to option for customer service.
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Navigator SAP
JANUARY 8, 2025
The IDC FutureScape report highlights key trends and predictions shaping the future of enterprise resource planning (ERP) and enterprise application technologies. The document emphasizes how AI, particularly Generative AI (GenAI), is transforming business operations and enabling a shift toward more automated and efficient workflows. The main predictions and drivers provide a roadmap for organizations aiming to modernize their systems, optimize processes, and maintain competitiveness in a data-dr
Future CFO
JANUARY 7, 2025
As the business world swirls around the hype that is generative artificial intelligence (GenAI), it is important finance leaders take a look on when not to indulge. Leinar Ramos , senior director analyst at Gartner, Inc., whose work focuses on artificial intelligence, explains that generative AI is not the silver bullet it is often made out to be. While indeed game-changing, GenAI is only one aspect of a much larger and more fruitful AI landscape.
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
CFO Plans
JANUARY 6, 2025
Transitioning from a solopreneur to a business owner with employees is an exhilarating journey that marks a significant milestone in your entrepreneurial path. As you prepare to make your first hire, you’re not just adding a team member; you’re inviting new financial dynamics and opportunities for scalable business growth. To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embra
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
CFO News
JANUARY 6, 2025
The Indian arms of Deloitte, PwC, EY, and KPMG showed strong revenue growth in FY24, driven by consulting and tech services, with combined revenue reaching nearly Rs 38,800 crore, and are expected to surpass Rs 45,000 crore by FY25. This growth has been fueled by high demand from mid-market clients and government services, despite slower growth due to economic uncertainties.
Barry Ritholtz
JANUARY 8, 2025
SPOTIFY EMBED St. Vincent – Digital Witness [link] Digital witnesses, what’s the point of even sleeping? If I can’t show it, if you can’t see me What’s the point of doing anything? This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Are you interested in owning some bitcoin, Ethereum, or other crypto-coins?
Global Finance
JANUARY 9, 2025
Incorporated in Hong Kong in 1918, BEA is a leading global bank listed on The Stock Exchange of Hong Kong, and operates one of the largest local branch networks. In the Chinese Mainland, BEAs presence dates back to the opening of the Banks Shanghai branch in 1920. BEA has an extensive network of approximately 130 outlets in China, Southeast Asia, the United Kingdom, and the United States.
Tips Watch
JANUARY 5, 2025
By David Enna, Tipswatch.com I’m a big fan of all those Agatha Christie Poirot books, Sherlock Holmes, Philip Marlow, every episode of Columbo on TV. But even those great detectives would have a hard time figuring out TreasuryDirect.
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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
CFO Dive
JANUARY 8, 2025
Forty percent of executives view data breaches and leaks as the most financially burdensome man-made threats, a Chubb study found.
Musings on Markets
JANUARY 10, 2025
For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them.
Navigator SAP
JANUARY 10, 2025
Wouldnt it be great if there was an easier way to manage supplier relationships? For businesses that use SAP S/4HANA Cloud Public Edition , there is: The SAP Supplier Portal. Keep reading to learn more about this SAP extension and why businesses with supplier relationships should be using it.
Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management.
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CFO Dive
JANUARY 7, 2025
Financial executives can gain an edge in 2025 by monitoring six trends in federal policy and business strategy.
CFO Selections
JANUARY 7, 2025
These days were hearing a lot of clients ask, How is AI going to affect my business? Unfortunately, theres a lot of fear mongering going around related to AI based on largely unfounded concerns. Theres an uneducated belief that AI could steal jobs away from skilled professionals across various business facets like accounting and finance. However, this is simply untrue!
CFO Thought Leader
JANUARY 8, 2025
CFO Kfir Lippmann began his career at Ernst & Young in Tel Aviv, auditing high-growth tech clients and navigating the intricacies of IPO-bound businesses. The experience gave him a deep understanding of strategic finance early on, Lippmann tells us. Later, he joined Monday.com when it was still a small startup, helping scale the organization through multiple investment rounds and significant secondary transactions.
Nerd's Eye View
JANUARY 7, 2025
Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values,
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.
CFO Dive
JANUARY 9, 2025
The move puts the Buckeye state at the forefront of the recent drive to address the talent shortage by widening on-ramps into the accounting profession.
E78 Partners
JANUARY 9, 2025
As 2025 approaches, the equity capital markets are gearing up for a notable acceleration in IPO activity. Economic shifts, technological innovation, and evolving investor strategies are creating a dynamic environment for companies considering going public. While the opportunities are vast, the path to a successful IPO is complex and requires careful preparation.
Tips Watch
JANUARY 8, 2025
By David Enna, Tipswatch.
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits of individuals who worked in both "covered" (jobs for which they paid into the Social Security system) and "non-covered" (those in which they didn't,
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.
CFO Dive
JANUARY 7, 2025
FinOps has traditionally been about cost cutting, but 2025 will mark a shift toward driving greater value and performance, writes Presidio’s Dan O’Brien.
CFO Talks
JANUARY 8, 2025
Riding the Waves of Change: How CFOs Can Steer Business Success The world of business is rarely predictable. Economic changes, whether due to inflation, global disruptions, or evolving consumer behavior, require businesses to be agile and adaptable. As CFOs, you are at the helm of navigating these changes. The right strategies can mean the difference between thriving and merely surviving.
CFO Thought Leader
JANUARY 5, 2025
In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal. First, Orion Innovation CFO Cyrus Lam recalls how transparent metrics and well-crafted incentives helped double profit margins by bridging the gap between sales and delivery teams.
Nerd's Eye View
JANUARY 6, 2025
Welcome to the January 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 Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client port
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.
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