Sat.May 17, 2025 - Fri.May 23, 2025

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50 Financial Planning & Analysis (FP&A) Statistics Every CFO Should Know

Lime Light

Discover 50+ FP&A statistics for 2025 that reveal how finance teams are evolving. Get data-driven insights every CFO should know.

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No-Code Forecasting in Power BI: Planning Without the Pain

Collectiv

Forecasting shouldnt require a PhD in Excel or a week of IT support. Yet for most business leadersespecially in finance, sales, and operationsthats exactly how it feels. Forecasts get trapped in spreadsheets. Budget submissions come in by email. And the BI team is always a step behind. Thats where no-code forecasting in Power BI changes the game. What No-Code Forecasting Actually Means When we say no-code, we dont mean lightweight or dumbed-down.

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Trending Sources

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Surging federal debt to raise borrowing costs, erode investment: Peterson

CFO Dive

Interest rates initially rose Monday, the first day of bond trading after Moody’s Ratings late Friday cited the gloomy fiscal outlook and downgraded U.S. debt.

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What is the Difference Between Cash Management and Treasury Management?

The Finance Weekly

Cash managementand treasury management might sound similar, but they serve very different purposes.Many organizations keep a close watch on daily cash flow, but still face financial instability. The reason often lies in not fully understanding how short-term liquidity and long-term financial planning work together. Knowing the difference between cash management and treasury management can close that gap.But which one supports day-to-day operations?

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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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1099: Turning Back‑of‑House Data into Front‑of‑House Wins | Emma Whelan, CFO, MarginEdge

CFO Thought Leader

When a restaurants weekly salmon order suddenly spikes in price, EmmaWhelan wants chefs adjusting menus the next morningnot tallying losses a month later. The system will alert them if the price of salmon (has) gone up unexpectedly, she tells us, describing MarginEdges realtime cost engine. It is a small but telling vignette from Whelans first months as CFO, and it captures the companys wider ambition: MarginEdge wants to create a world where restaurant operators can focus on great food and grea

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More Trending

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Manufacturing firms that fully integrate AI will gain significant edge: Report

CFO News

About 93 per cent industry leaders across eight countries, including in India, believe that manufacturing organisations that fully integrate AI will gain a significant competitive edge, a report showed on Monday.

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Achieving Business Financial Success: Navigating the Transition from Side Hustle to Formal Business

CFO Plans

Imagine this: you’re standing on the brink of transforming your side hustle into a full-fledged business. It’s an exciting journey filled with opportunities, especially in the booming tech and e-commerce sectors of 2025. However, to steer this ship towards success, establishing a solid financial foundation is paramount. Explore Expert Financial Guidance to ensure a seamless transition and secure your business’s future.

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From tactical to strategic finance: Aligning people, process, and technology

Cube Software

Key takeaways Strategic finance isnt achieved with technology upgrades alone; true transformation happens when people, processes, and technology are working in sync. People are the linchpin of every successful finance transformation, and cross-functional communication is a key element. Strategic finance relies on trusted data and flexible technology that empowers greater insights and better decisions, not just faster reporting.

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The Uncomfortable Truth: What If Your Business Isn’t Worth What You Need?

Focus CFO

As business owners and CEOs, we pour our hearts, souls, and countless hours into building something meaningful. We envision a future where our hard work translates into tangible value , whether that's a comfortable retirement, funding new ventures, or simply the peace of mind that comes with a thriving enterprise. But what happens when the numbers don't align with that vision?

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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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Minnesota passes CPA pathways legislation after pioneering model

CFO Dive

Roughly two years after introducing a bill to ease CPA licensure rules, Minnesota lawmakers late Monday passed legislation establishing alternative routes to becoming a certified public accountant.

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Member Profile: D’Shorne Human

CFO Talks

Member Profile: DShorne Human In this edition of our CFO Spotlight series, we profile DShorne Human, a dynamic Group Chief Financial Officer whose strategic leadership has shaped both state-owned and private sector organisations across Africa and internationally. With more than two decades of experience in finance, including executive roles in mining, forestry, manufacturing, and investment, DShorne has become a respected voice in corporate transformation, cost restructuring, and public-private

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“Sorry, Steve: Here’s Why Apple Stores Won’t Work”

Barry Ritholtz

Few outsiders think new stores, no matter how well-conceived, will get Apple back on the hot-growth path… Maybe its time Steve Jobs stopped thinking quite so differently. BusinessWeek , May 21, 2001 24 years to the day — May 21, 2001 — a Businessweek1 commentary explained why the newfangled Apple Stores were destined to fail. This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” In the spirit of t

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, bef

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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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Paramount Group CFO, GC resign; office REIT launches strategic review

CFO Dive

The CFO and general counsel appointments come as the REIT faces looming debt maturities in 2026, among other economic headwinds.

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10-year TIPS reopening auction gets real yield of 2.220%, 2nd highest in 16 years

Tips Watch

By David Enna, Tipswatch.com At this moment, I am on a Viking cruise ship sailing out of Gdansk, Poland, and could lose internet access at any moment. So this is going to be quick. The U.S.

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India's digital economy projected to reach $1 trillion by 2025 end: DIPA

CFO News

With urban wireless tele-density already at 131.45 per cent and telecommunications contributing over 6.5 per cent to GDP, India has reached a pivotal moment where connectivity transcends its traditional boundaries, the Digital Infrastructure Providers Association (DIPA) said on Tuesday.

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Worried About A SBA Personal Guarantee? What Borrowers Should Consider First

CSC Advisors

If you’re an entrepreneur exploring small business funding, youve probably come across the term SBA personal guarantee. If this sounds a little intimidating, you’re definitely not alone. Its a common (and often misunderstood) part of the SBA loan process that can leave a lot of business owners with questions. At Cornerstone Capital Advisors, weve helped countless borrowers navigate the complexities of SBA loans.

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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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Is your accounting team ready for a paradigm shift?

CFO Dive

Traditional accounting practices — which limit insights to post-close reviews and delay crucial decisions — are struggling to keep pace, writes Oracle’s Julie Girard.

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Thursday’s 10-year TIPS reopening auction deserves attention

Tips Watch

By David Enna, Tipswatch.com The U.S. Treasury on Thursday will auction $18 billion of a reopened 10-year Treasury Inflation-Protected Security, CUSIP 91282CML2. The result will be a 9-year, 8-month TIPS with an already-set coupon rate of 2.125%.

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Indonesia leads online lending sector growth in Southeast Asia

Future CFO

Indonesia's online lending leads in the Southeast Asian region, with total outstanding loans disbursed by online lending platforms reaching IDR 80.07 trillion, according to the Financial Services Authority (OJK). This reflects the growing demand from individuals and small and medium-sized enterprises on digital loan platforms. According to Nucky P. Djatmiko , president director at Fintopia Indonesia , one of the more intriguing developments in the first quarter of 2025 is the significant contrib

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What You Need to Know About SBA Collateral Requirements

CSC Advisors

When seeking small business funding, many entrepreneurs turn to SBA loans for their favorable terms and government backing. These loans offer longer repayment schedules, lower interest rates, and greater accessibility than conventional financing. But one question often looms large: what about collateral? Understanding SBA collateral requirements is critical to preparing a strong loan application and making sound financial decisions for your business.

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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.

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Continuous scenario planning, war chests top finance playbooks for uncertain times

CFO Dive

CFOs now grappling with on-again off-again tariff policies on top of other headwinds are using a variety of strategies to mitigate the risks of the fast-changing business climate.

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CFO Jill Woodworth’s Wellness Encore at Prenuvo

CFO Thought Leader

Woodworth realized early that highgrowth companies must plan for downturns. She pushed Pelotons leadership to model severe demand shocks and secure funding before it was essential. When COVIDs whiplash forced a $800million costcut and mass layoffs, those preparations helped to buffer liquidity and allowed the company to restructure rather than stall.

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10 Monday AM Reads

Barry Ritholtz

My back-to-work morning train WFH reads: The Stealthy Lab Cooking Up Amazons SecretSauce : The online giant bought a mysterious chip startup 10 years ago. It now looks like one of the smartest deals in tech history. ( Wall Street Journal ) Warren Buffett Reveals He Stepped Down After Finally Feeling His Age : The legendary investor, 94, opens up about his decision to hand the top job to Greg Abel; How do you know the day that you become old?

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From Crisis to Comeback: Louis Klopper’s Turnaround Playbook for CFOs 

CFO Talks

From Crisis to Comeback: Louis Kloppers Turnaround Playbook for CFOs In the latest episode of the CFO Club Podcast, we sat down with Louis Klopper, CFO at Coronado Consulting Group and a veteran in business rescue and strategic turnaround. With over three decades of experience in corporate banking, finance, and distressed business recovery, Louis brought a wealth of insights into navigating today’s volatile landscape.

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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.