Sat.Dec 28, 2024 - Fri.Jan 03, 2025

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PodChats for FutureCFO: Becoming a transformative finance leader in 2025

Future CFO

Financial transformation has emerged as a critical imperative for organisations in 2024, driven by the need to adapt to rapidly changing economic conditions, technological advancements, and evolving business landscapes. This 2025, CFOs in Asia face unprecedented challenges in navigating a landscape shaped by rapid technological advancements, evolving consumer behaviours, and heightened regulatory demands.

Finance 98
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“Nobody Knows Anything,” Wall Street Strategist Edition

Barry Ritholtz

A regular theme around these parts is “ Nobody Knows Anything. ” Specifically, nobody knows what will happen in the future. This is true about equity and bond markets, specific company stocks, and economic data series. We do not know which geopolitical hot spot will erupt in turmoil; we have no idea where or when the next natural disaster will hit.

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Why Breaking Even Might Be Your Biggest Business Mistake

CFO Plans

Unlock Your Business’s Full Potential with CFO Plans The Danger of a Break-Even Mindset in Business In the dynamic world of financial services, business owners often fall into a common trap: focusing solely on breaking even. While balancing costs and revenues seems wise, this mindset can limit your business to mediocrity, hampering growth and innovation.

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Milei Ends Argentina’s Deficit After 123 Years

Global Finance

When Javier Milei was elected president of Argentina in 2023, many believed the nation was headed toward disaster. A libertarian economist and TV personality who claimed to take telepathic advice from his five cloned English mastiffs, Milei also described himself as an anarchocapitalist and tantric sex guru. He also advocated for the legalization of organ sales, the unrestricted ownership of firearms and the dismantling of the central bank.

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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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LATEST News on the BOI Reporting

KG Virtual CFO

By: Katishia Gallishaw, MSA This post was updated on December 30, 2024. As we kick off 2025, there's been a significant development in the world of business compliance. The Beneficial Ownership Information (BOI) reporting requirement, under the Corporate Transparency Act (CTA), has faced yet another legal twist. On December 26, 2024, the U.S. Court of Appeals for the Fifth Circuit reinstated a nationwide injunction, effectively pausing the enforcement of BOI reporting requirements.

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Sustainability profession at ‘crossroads’ amid stiff compliance: Trellis

CFO Dive

Compliance is becoming a bigger part of a sustainability executive’s role, coupled with greater oversight from legal and CFO teams, according to the research firm.

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Digital Commerce Platform Market Analysis 

Navigator SAP

The digital commerce platform market grew by 11.5% in 2023, reaching $8.9 billion. Although growth rates have moderated compared to the pandemic surge, the sector remains poised for steady expansion, with projections for increased revenue into 2024 and 2025. This summarized analysis evaluates the competitive landscape, focusing on SAP S/4HANA Cloud Public Cloud while highlighting key competitors in the space.

Marketing 130
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2024: An inflation-watcher’s year in review

Tips Watch

By David Enna, Tipswatch.com This year 2024 brought many surprises. For example: The year 2025 is bringing uncertainty.

Treasury 114
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2025: What can the Indian business world expect?

CFO News

As we step into 2025, seasoned finance expert Robin Banerjee provides a clear-eyed assessment of India's economic prospects. In this insightful piece, he navigates key trends and challenges, offering a balanced outlook on business, growth, and global influences.

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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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Avoiding The M&A Failure Trap: Q&A With NYU’s Baruch Lev And SUNY Buffalo’s Feng Gu

Global Finance

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Stern School of Business at New York University. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. Together, they recently published The M&A Failure Trap: Why So Many Mergers and Acquisitions Fail, and How the Few Succeed (Wiley).

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Apartment REIT UDR’s CFO takes on chief investment officer role

CFO Dive

The Colorado-based real estate investment trust is on the hunt for a new finance chief to succeed Joseph Fisher.

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#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon

Nerd's Eye View

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What's unique about Stacey, though, is how she has implemented a leadership training program for Morton Wealth to ensure that the firm's middle managers (many of whom were

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SAP S/4HANA Cloud in the Service-Centric ERP Market

Navigator SAP

SAP S/4HANA Cloud Public Edition stands out as a Leader in the cloud ERP market for service-centric enterprises, offering a modern, fully managed SaaS solution with comprehensive capabilities across financial management, procurement, and human capital management (HCM). It is particularly well-suited for midmarket, large, and global enterprises aiming to modernize operations and embrace composable ERP strategies.

SAP 130
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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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2024's Most-Watched Webinars: Top Picks and Insights

Bramasol

In todays fast-paced world, where every second counts, finding the right content to watch can feel overwhelming. With countless webinars and resources available, its often hard to know where to start. Thats why weve made it our mission to help you cut through the noise by showcasing the webinars your peers are watching the most. We have highlighted top webinars across critical topics such as Subscription Economy, S/4HANA Cloud, Digital Solutions Economy, Quote to Cash, Order to Cash, Revenue Acc

SAP 94
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SEC gives PCAOB more leeway in de-registering accounting firms

CFO Dive

A new rule could trigger withdrawal of PCAOB registrations beginning in the fall of 2026, the SEC said.

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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests that, in addition to reviewing their marketing tactics to see if they are reaching their ideal target prospects, firms might consider evaluating the

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Arthur Zeikel’s Investing Rules

Barry Ritholtz

Arthur Zeikel was a founding principal of Standard & Poor’s/InterCapital, Inc., and served as Chairman of the Board. He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He was an adjunct professor at NYU STern School of Business. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition.

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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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Startup lessons in the failure of Bench Accounting

CFO Share

Imagine waking up a few days after Christmas, toddlers running around your house, tripping on toys, and thinking only about coffee. You take your first sip, open the headlines on your phone, and discover your largest competitor suddenly ceased operations. That happened to me last week, and I nearly spat my coffee out. Bench’s recent and unexpected closure , once a dominant force in the outsourced bookkeeping industry, has sent shockwaves through my industry.

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Jobless claims fall to eight-month low, signaling steady labor market

CFO Dive

Traders in interest rate futures have increased the probability that Fed policymakers this month will hold the federal funds rate at its current level.

Marketing 269
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Aging Populations Demand Urgent Pension Reforms: Are We Prepared?

CFA Institute

David Knox, PhD, is a senior partner at Mercer and senior actuary for Australia. He is the national leader for Research and Policy, and the lead author of the Mercer CFA Institute Global Pension Index. In more than two decades in academia, he acted as a consultant to a range of financial organizations in both the private and public sectors, specializing in superannuation and retirement incomes.

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MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James

Barry Ritholtz

This week, we speak with Sunaina Sinha , Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital , which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.

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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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Breaking News: BOI Reporting is Back with Extended Deadlines

KG Virtual CFO

By: Katishia Gallishaw, MSA As we kick off 2025, there's been a significant development in the world of business compliance. The Beneficial Ownership Information (BOI) reporting requirement, which was temporarily paused, is now back in effect. Here's what you need to know about this crucial update. The Lawsuit and Its Resolution A lawsuit had temporarily blocked the enforcement of the Corporate Transparency Act (CTA) and its BOI reporting requirements.

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Indiana health system ex-CFO to get $6.3M whistleblower settlement

CFO Dive

As part of a $145.7 million settlement, CHN will pay $6.3 million to its ex-CFO, with attorney fees still to be determined, the company said.

CFO 161
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The role of accountancy professionals in making relevant connections

Future CFO

For the new year, the focus lens should indeed be panned to the fact that accountancy professionals make relevant connections between the environment, people, and finance, as according to the Association of Chartered Certified Accountants, they are undoubtedly champions of driving quality decision-making for sustainable value creation. The ACCA, in a report, specified some insights for better understanding in making crucial information connections.

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Is Outsourcing the Key to Achieving Work-Life Balance as an Entrepreneur?

Capital CFO LLC

As an entrepreneur, you wear many hats. From product development to marketing to customer service, your to-do list seems endless. While the thrill of building a business is unmatched, the stress of managing every aspect of it can quickly lead to burnout. The pressure to “do it all” is real, and many entrepreneurs find themselves […] The post Is Outsourcing the Key to Achieving Work-Life Balance as an Entrepreneur?

CFO 52
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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.