Sat.May 31, 2025 - Fri.Jun 06, 2025

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From Boardroom to Broadcast: The CFO as Company Spokesperson 

CFO Talks

From Boardroom to Broadcast: The CFO as Company Spokesperson For many years, the Chief Financial Officer was viewed as the quiet operator behind the scenes. They were known for their precision with spreadsheets, their cautious tone in meetings, and their largely invisible presence to the outside world. That view no longer applies. Todays CFO is not just managing the finances of the business.

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Optimising liquidity and risk amid geopolitical and economic shifts

Future CFO

Treasury operations in Asia, particularly Southeast Asia, in 2025 and 2026 are navigating a complex and evolving landscape shaped by economic, geopolitical, and technological forces. The region is experiencing easing inflation and interest rates yet remains challenged by heightened geopolitical tensions, especially between the US and China, which impact currency volatility and supply chain strategies.

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Trending Sources

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Sovereign Ratings, Default Risk and Markets: The Moody's Downgrade Aftermath!

Musings on Markets

I was on a family vacation in August 2011 when I received an email from a journalist asking me what I thought about the S&P ratings downgrade for the US. Since I stay blissfully unaware of most news stories and things related to markets when I am on the beach, I had to look up what he was talking about, and it was S&P's decision to downgrade the United States , which had always enjoyed AAA, the highest sovereign rating that can be granted to a country, to AA+, reflecting their concerns a

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What Does a CFO Really Cost?

Beacon CFO Plus

A Guide to CFO Compensation for Small Business Owners If you’re a small business owner looking to improve financial strategy, gain control over cash flow, or prepare for growth, a Chief Financial Officer (CFO) can make all the difference. But many owners hesitate to explore CFO services because theyre unsure what a CFO actually costsor how their services are typically billed.

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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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A Historic Missed Opportunity

The Big Picture

I’m on the road visiting our new office in Chicago and then heading to meet clients in San Francisco. However, after hearing some misinformation on TV from the usual suspects, I felt compelled to remind people of some key facts about the US debt and deficits. For a period of ~20 years, beginning after the September 11th attack, accelerating after the GFC, and running up until the 2022 rate hikes, the United States enjoyed incredibly low interest rates.

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Three Ways to Improve the Relationship Between Credit and Sales

Trade Credit & Liquidity Management

In today’s competitive business environment, the credit department’s primary value lies in its ability to facilitate sales in alignment with company forecasts and objectives, not just to minimize risk, but to actively support growth. Building a strong, collaborative relationship between credit and sales is essential for maximizing revenue, managing risk, and delivering on company goals. “Credit management is an essential support system for the company’s sales efforts; wit

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#FASuccess Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment, With Nina Hajjar

Nerd's Eye View

Welcome everyone! Welcome to the 440th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Nina Hajjar. Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

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Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser

The Charity CFO

Fundraising vs. Sales: What I Wish I Knew about Sales When I was a Fundraiser “Fundraising is not sales. Thats what I told myself for years… And then I left the nonprofit world and entered the for-profit sectorand I realized just how wrong I was.” – Aaron Landis In this episode of A Modern Nonprofit Podcast , Tosha sat down with Aaron Landis, Director of Business Development at The Charity CFO and a former Director of Corporate Partnerships at Habitat for Humanity in Aust

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Morocco: Boom In Data Centers

Global Finance

The North African kingdom has adapted quickly to the digital age. In 2020, the Agency for Digital Development published a roadmap listing digital infrastructure as a priority. Since then, incentives have been put in place for the sector, including tax cuts and exemptions in the National Charter of Investment. The desire for data sovereignty has also contributed to the boom in data centers.

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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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Manufacturing slumps as tariff war undercuts orders, inventories: ISM

CFO Dive

Outside of manufacturing, the U.S. economy has so far shown signs of weathering a two-month-long trade war.

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Breaking Down the Adoption Journey of SAP Cloud ERP

Navigator SAP

So the premise sounds great: a single ERP solution that supports fast-growing businesses today and can also scale to meet the process complexity and transaction volumes of a Fortune 500 multinational tomorrow. This ERP is the gold standard, already used widely, and is supported by an army of third-party developers, consultants, and support organizations.

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Weekend Reading For Financial Planners (June 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, with both smaller and mid-sized firms seeing growth (often pushing them into higher size brackets and/or from state to SEC registration) and re

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Hong Kong: Pension Authority Warns Of US Debt Selloff

Global Finance

The territorys mandatory provident funds (MPFs)Hong Kongs compulsory retirement savings schemesare val- ued at approximately $167 billion, of which about 37% were invested in bonds and balanced funds as of the close of last year. Participating fund managers may be compelled to sell some of their US government bonds due to Washingtons loss of its triple-A rating.

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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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Everyone feels tariffs. It’s up to CFOs to manage the impact.

CFO Dive

Understanding price elasticity at both the category and product level is now essential to effective pricing, an author and consultant who specializes on pricing writes.

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Registration of companies and LLPs surges in May amid strong GDP growth

CFO News

Due to strong GDP growth and policy continuity, registration of companies and limited liability partnerships (LLPs) in the country surged by up to 37 per cent in May.

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Caught Between Privacy Laws And Contracts: The Compliance Dilemma Of Taking Clients To A New Firm

Nerd's Eye View

When a financial advisor transitions from one firm to another, they're often offered incentives by the new firm based on how much client revenue they bring with them. The challenge, however, is that advisors generally don't have the legal authority to simply transfer clients to a new firm. Because client relationships are technically "owned" by the firm – not the individual advisor – any transition requires clients to take action to shift from one firm to the other.

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McKinsey’s Koller: Valuation Isn’t Broken—Expectations Are

Global Finance

Global Finance : To what extent does geography play a role in affecting a company’s valuation? Koller : It applies to most parts of the world. If you are a purely local business, in Europe or Asia, for example, then it’s less of an issue. But, if the US were to experience a severe recession, it would probably affect everybody. And then, of course, there are those businesses that are directly impacted—companies that export, import or compete with US companies.

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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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Tesla CFO offloads over $2M in stock as EU sales tumble

CFO Dive

The stock sales come as Tesla’s European sales declined by 53% in April compared to the previous year.

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Webinar: Instant Global Settlements: Blockchain in Action | July 10

Strategic Treasurer

Instant Global Settlements: Blockchain in Action July 10 | 2:00 PM EDT Register Now Date Thursday, July 10, 2025 Time 2:00 PM – 3:00 PM EDT Where This is an online event Speakers Sam Bizri, Zeconomy Craig Jeffery, Strategic Treasurer Sponsored By Hosted By Pending approval for up to 1.2 CTP/CCM and FPAC recertification credits by the Association for Financial Professionals.

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Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again

CFA Institute

Martin Fridson, CFA, is, according to the New York Times , “one of Wall Street’s most thoughtful and perceptive analysts.” The Financial Management Association International named him its Financial Executive of the Year in 2002. In 2000, Fridson became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. He has been a guest lecturer at the graduate business schools of Babson, Columbia, Dartmouth, Duke, Fordham, Georgetown, Harvard, MIT, New York University, Notr

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Manish Kohli: Innovating Payments At HSBC

Global Finance

Global Finance : Open banking is on the rise. How does HSBC see its role evolving in this new ecosystem? Manish Kohli: HSBC is a major player in the open-banking and open-finance ecosystem. We’re the world’s largest transaction bank and have a global footprint that spans the numerous jurisdictions and clearing systems that are driving the open-banking agenda.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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Connecticut passes alternative CPA licensure bill

CFO Dive

The legislation, which awaits signing by Governor Ned Lamont, includes a provision enabling licensed CPAs form other states in “good standing” to practice in Connecticut.

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Before You Forecast the Future, Figure Out Who You Are!

CFO Talks

Before You Forecast the Future, Figure Out Who You Are! The CFO is not just the gatekeeper of financial data. They are the driver of strategy, the guardian of governance, and the voice of reason when the business wants to leap without a plan. In this high-stakes space, your technical expertise will get you a seat at the table. But it is your self-awareness, your ability to understand and lead yourself, that keeps you there and earns you influence beyond the numbers.

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Currency Coordination Looks Riskier Today

CFA Institute

This post examines the potential consequences of coordinated dollar depreciation today -- from FX volatility and insurance risk to broader macroeconomic impacts.

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Romania: New President Promises Moderate Course

Global Finance

Dan, a 55-year-old mathematician with a sober, low-key demeanor and a reputation for competence, had underper- formed in round one; but his commitment to the EU, NATO, and supporting Ukraine convinced doubters. Voters were also put off by Simions pro-Russian viewsRomania has a history of antagonism with Russiaand his endorsement by Hungarian Prime Minister Viktor Orbn, who argues that Transylvania, incorporated into Romania by the 1920 Treaty of Trianon, should revert to Budapest.

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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.