The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. Accurate, real-time data is essential for effective financial planning and strategic decision-making," Hardman points out.

Cash Flow Forecasting

The Charity CFO

JANUARY 22, 2025

Funding Mix and Donor Relations Southside Blooms’ current funding mix is approximately: 45% earned revenue from their social enterprise 55% philanthropic support Interestingly, Blackwell found that as their business side grew stronger, it became easier to secure larger philanthropic grants. Book a FREE consultation here.

Nonprofit

CFO Talks

NOVEMBER 29, 2024

I was particularly impressed with how organised and meticulous the Chinese are in their planning and how they receive their guests. When you’re young, focus on deeply understanding the core accounting principles, financial reporting, and regulatory compliance.

CFO

CFO Talks

JUNE 3, 2025

This model resembles Unilevers finance transformation where predictive analytics freed up 30 percent of finance teams time for scenario planning and business partnering. He explains that this approach not only stabilised SAQA post-COVID but also helped them build financial reserves to secure operations for several years.

Leadership

The Charity CFO

FEBRUARY 13, 2025

At The Charity CFO, we’ve seen firsthand how understanding these key areas can transform your nonprofit’s financial health. Let’s dive into the essential skills you need to secure your organization’s future. Understanding these patterns will help you plan effectively and avoid cash shortages during lean periods.

Nonprofit

E78 Partners

MARCH 28, 2025

Enhanced supply planning can cut inventory levels by 5% to 20%, reducing write-offs and improving margins by an additional 25 to 50 basis points. Exit Readiness and Market Timing: Maximizing Returns Securing strong exits will require both preparation and flexibility. While PE-backed exit value increased 7.6%

Mergers and Acquisitions (M&A)

CFO Thought Leader

MARCH 12, 2025

In this episode, CFO Brandon Sullivan of 2X shares how he transformed financial reporting to drive agility and informed decision-making. After securing private equity backing in March 2023, 2X ramped up hiring in anticipation of rapid growth.

Finance

The Charity CFO

JUNE 4, 2025

The Parallels Between Fundraising and Sales Aaron spent years in the nonprofit world, securing corporate sponsorships, building relationships, and raising money. It allows you to plan better, collaborate faster, and respond with agility. What Gets Measured, Gets Managed Data shouldnt be a dirty word in fundraising. Get the free guide!

Sales

Future CFO

FEBRUARY 19, 2025

He says cross-border virtual CFOs can be of aid to businesses in navigating regulatory environments, tax structures, currency fluctuations, and financial reporting requirements.

CFO

Musings on Markets

DECEMBER 11, 2024

The class is structured around the three financial statements that embody financial reporting - the income statement, balance sheet and statement of cash flows - and how the categorization (and miscategorization) of expenses into operating, financing and capital expenses plays out in these statements.

Valuation

The Finance Weekly

FEBRUARY 26, 2025

Political shifts, rising inflation, and unpredictable market trends are forcing businesses to rethink their financial planning strategies. Prophix aims to address these challenges by offering advanced, cloud-native financial planning solutions. Investment Planning Evaluate potential investments through dynamic modeling.

Financial Planning and Analysis (FP&A)

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership

CFO Talks

JANUARY 27, 2025

Scenario planning, diversification, and embracing technology like AI are vital strategies. Financial leaders must combine human-centered skills with strategic foresight to thrive in uncertain times. In the whole of Africa, that’s what we contribute to the funds that set the standards that we all use to apply financial statements.

CFO

CFO Talks

MAY 14, 2025

A CFO’s personal credibility can be the deciding factor in whether the business secures financing or weather a reputational storm. When financial decisions are grounded in integrity, they tend to be more robust, less reactive, and ultimately more sustainable. Financial reporting is not just a compliance exercise.

Numbers

E78 Partners

JUNE 16, 2025

Whether it is poor post-close planning, misjudged synergy estimates, or ineffective communication across teams, failure tends to follow patterns. More often, they fall apart in execution when integration plans lack structure, teams are misaligned, and critical dependencies are overlooked.

Mergers and Acquisitions (M&A)

The Charity CFO

APRIL 11, 2025

When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. Others prefer to see evidence that your organization is financially stable, highlighting diverse funding sources to avoid the appearance of dependency. Get the free guide!

Nonprofit

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. What can a business do to plan for continually shifting tax rules?

Tax Planning

CFO Dive

JULY 31, 2025

Lawmakers, for instance, are considering the age-old question of which digital assets might count as securities, and which government bodies have the power to regulate those assets. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy.

CFO

CFO Dive

JULY 11, 2025

The great debate continues: security or commodity? Tim Scott, R-SC, said that Senate Republicans recognize “the need to clarify and clearly define what is a commodity and what is a security and how digital assets can trade and be custodied in a way that fosters innovation while protecting investors.” Code is not a security,” she said.

Marketing

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements.

Auditing

The Charity CFO

MARCH 4, 2025

The landscape is shifting, donor trust is eroding, and economic uncertainty is threatening funding streams that once felt secure. So, whats the game plan? Whats our plan to expand our donor pipeline? Book a FREE consultation here Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

CFO Dive

JULY 11, 2025

1, after which he is poised to entering into a two-year consulting agreement with Southern Company Services, according a securities filing. Tucker is expected to receive $300,000 annually for his services during that time, according to the filing with the Securities and Exchange Commission. You can unsubscribe at anytime.

Finance

CFO Dive

JULY 30, 2025

While the accounting talent crunch has eased slightly — down from 94% last year — the industry continues to grapple with shortages across experience levels, according to a report on the findings. Please select at least one newsletter. Informa PLCs registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Accounting

CFO Dive

JULY 23, 2025

Published July 23, 2025 Jim Tyson Senior Reporter post share post print email license CFO Editorial Staff Dive Brief: T he Public Company Accounting Oversight Board sanctioned a Hong Kong accounting firm and its owner for disregarding rules and standards when auditing the books of Luckin Coffee and two other companies operating in China.

Auditing

CFO Dive

AUGUST 7, 2025

1, and a member of the Allentown, Pennsylvania-based payment processors board of directors, Christopher Cruz, will take her place, according to a Tuesday filing with the Securities and Exchange Commission. "It Shift4 reported second-quarter net income of $41.1 You can unsubscribe at anytime. Other analysts shared these concerns."Downside

CFO

CFO Dive

JULY 9, 2025

On Tuesday, the president said he was planning to introduce tariffs of 50% on copper imports and levies “at a very, very high rate, like 200%” on pharmaceutical products, as reported by CFO Dive sister publication Supply Chain Dive. You can unsubscribe at anytime. You can unsubscribe at anytime. Please select at least one newsletter.

CFO

CFO Dive

JULY 28, 2025

Published July 28, 2025 Jim Tyson Senior Reporter post share post print email license Business people wait for a job interview. Sixty percent of respondents said their companies did not change their prices over the past three months, the NABE said, adding that 25% expect to raise prices in the next three months. TechTarget, Inc.s

Investments

CFO Dive

JULY 16, 2025

The interim CEO appointment comes as Renault looks to strengthen its cost reduction plan, after announcing it would be implementing additional measures to cut expenses in its first quarter earnings report in April, according to company releases. Renault plans to announce its H1 2025 results on July 31. billion, a 2.5%

CFO

Bramasol

JULY 16, 2025

Personalized Offerings : With an increasing focus on customer satisfaction and engagement, businesses need ERP systems that enable personalized service offerings, flexible payment plans, and more efficient customer interactions. ERP software is needed to track consumption patterns, customer interactions, and program results.

SAP

CFO Dive

JULY 23, 2025

Andrew Harnik via Getty Images The White House on Wednesday released a long-awaited artificial intelligence action plan that called for removing regulations that could hinder innovation in the emerging space, among other steps. agencies to take appropriate action.

Planning

CFO Dive

JUNE 25, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief Netflix taps Airbnb CFO Mertz for board The Airbnb executive previously served in various finance roles at Netflix.

CFO

CFO Dive

JULY 29, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime. Please select at least one newsletter. You can unsubscribe at anytime. Sign up A valid email address is required. Please select at least one newsletter. Registered in England and Wales.

CFO

CFO Dive

JULY 23, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief GM CFO looks to strategic pricing, costs to blunt $1.1B plans to impose a 25% tariff on critical imports.

CFO

CFO Dive

JUNE 17, 2025

Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An article from Dive Brief Yum Brands CFO to receive $1.1M You can unsubscribe at anytime. In addition to his $1.1

CFO

The Charity CFO

NOVEMBER 20, 2024

This example illustrates the delicate dance nonprofits must perform between securing funding and staying true to their mission. Implement cross-training and succession planning to prevent burnout and ensure continuity. Key Takeaways for Nonprofit Leaders Hire the right people and address staffing issues promptly. Get the free guide!

Nonprofit

CFO Dive

JULY 28, 2025

Citizenship and Immigration Services , Joseph Edlow, signaled that more change is coming, saying the Trump administration is planning to target the process that grants H1-B visas to skilled foreign workers, The New York Times reported Friday. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

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