Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. CFOs should leverage sustainability-linked loans tied to Key Performance Indicators (KPIs) to secure favourable financing terms.

Banking 98

Banking Risk Management Leverage Compliance 98

Nerd's Eye View

JULY 8, 2025

In this episode, we talk in-depth about how James found that transitioning from audio and video content covering general personal finance topics to material specifically for his ideal target clients (pre-retirees and retirees with at least $2 million in investible assets) initially led to fewer viewers but ultimately to more interested prospects, why (..)

Education 52

Education Leverage Investments Securities 52

CFO Plans

OCTOBER 29, 2024

A case in point is a mid-sized manufacturing company that saw its accounts receivable days drop by 30% after adopting automated invoicing and digital tracking tools, bolstering their liquidity and paving the way for strategic investments.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFO Talks

NOVEMBER 25, 2024

Pressure to Manipulate Financial Results Example: The board pressures you to inflate revenue projections to secure a loan or attract investors, suggesting it’s “just this once” to meet strategic goals. A colleague hints at leveraging this information to trade shares. Common Ethical Dilemmas CFOs Face—and How to Address Them 1.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. AN Global, North America BofA Securities With most developed economies cutting interest rates, DCM volumes soared last year. BofA Securities captured an eye-popping $2.7

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. The infrastructure sector is fertile ground for dealmakers, as producers around the world seek to expand.

Investments 52

Investments Banking Finance Economics 52

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Bramasol

JANUARY 28, 2025

This integration allows users to interact with SAP applications within a secure, closed software environment. SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Data Quality: Maintain high data quality and data access to ensure accurate AI outputs.

SAP 78

SAP Data Analysis Leverage Sales 78

Global Finance

APRIL 5, 2025

The GEM sectors wave of M&A was driven by the race for resource security. billion aimed at promoting energy security as well as vital infrastructure, and food security; and at sponsoring trade in the war-torn country. billion in 121 projects across six countries, nearly double the amount it invested in 2023.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

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. In his view, there is still room for growth for Finance teams, particularly in fully leveraging AI-driven automation.

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

Future CFO

APRIL 7, 2025

Traditionally focused on cost control and profitability, Soh thinks the CFO role has evolved as ESG considerations become central to business resilience, investments and long-term value creation. Access to sustainable finance also helps businesses offset upfront costs associated with green investments.

Compliance 52

Compliance Leverage Finance Risk Management 52

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

Global Finance

JUNE 9, 2025

By using AI to extract and quantify information from investment reports, the bank can tailor analyses to meet the needs of institutional clients. Instead, they can open a Banamex account that has features similar to a checking account and securely validate their identity using biometrics.

Compliance 59

Compliance Banking Economics Leverage 59

CFO Talks

NOVEMBER 29, 2024

Elizabeth Burns exemplifies this dynamic role, demonstrating how financial frameworks can be leveraged to meet sustainability objectives and deliver value to diverse stakeholders. From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy.

Finance 98

Finance Profit and Loss CFO Leadership 98

Future CFO

JANUARY 13, 2025

This means that while AI can significantly enhance security measures, it also amplifies the threats that CFOs must manage. CFOs should be vigilant in evaluating how AI technologies could affect their organisations' exposure to these risks, urging them to leverage AI analytics for deeper insights into potential vulnerabilities."

Risk Management 52

Risk Management CFO Leadership Finance 52

Global Finance

JUNE 9, 2025

Regional Winners Most Innovative Bank in Central and Eastern Europe| AKTIF INVESTMENT BANK Aktif Investment Bank, Turkey’s largest privately owned inves tment bank, has applied AI to boost internal bank processes. Last year, the system thwarted 198,734 fraudulent transactions, double the previous year’s total, the bank reported.

Profit and Loss 52

Profit and Loss Cash Management SAP Reconciliations 52

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. David emphasizes rigorous business planning and strategic investments, such as a data warehouse driving dashboards for operational efficiency.

Technology 52

Technology CFO Leverage Finance 52

CFO Dive

JUNE 23, 2025

Several other barriers increased in financial reporting leaders’ considerations, however — including data security and privacy concerns (56% in 2024 compared to 32% in 2023), limited AI skills and talent (46% in 2024 compared to 40% in 2023), and gathering relevant and consistent data (44% in 2024 compared to 30% in 2023).

CFO 205

CFO Risk Management SAP Compliance 205

Future CFO

MARCH 5, 2025

When 2024 ended, its trends and themes for the Finance function certainly did not ceaseas digital transformation , ESG, and cyber security costs continue to dominate the stage for chief financial officers to watch. But with these choices comes the challenge of where to deploy capital investments to maximise returns.

Finance 91

Finance Problem Solving Technology Communication 91

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 57

Investments Currencies Financial Systems Marketing 57

Future CFO

JUNE 1, 2025

Liquidity management amid easing interest rates With interest rates expected to ease in markets like Indonesia, Kamra advises treasury teams to focus on enhancing cash flow forecasting accuracy and reassessing investment policies. Regular training for treasury staff is vital to recognise and mitigate threats," he continues.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. The DCF model is widely used to value companies, projects, and assets.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Global Finance

DECEMBER 27, 2024

They need to understand what capabilities and return-on-investment will be delivered. Meanwhile, DLT is increasing the transparency of supply chains and adding another level of information security. Precedence Research estimates that the global economy spent $27 billion on DLT investment last year and expects a 52.9%

Technology 111

Technology Finance Leverage Investments 111

Global Finance

JUNE 9, 2025

This API enables the company to seamlessly and securely connect with digital banking services that support streamlined processes and optimize the user experience. The API leverages cutting-edge orchestration to ensure a faster, more cost-efficient trade solution and equips customers and the bank with a future-proof infrastructure.

Leverage 52

Leverage Banking Accounting Risk Management 52

The Charity CFO

JANUARY 22, 2025

Southside Blooms had to invest in custom software development and incorporate AI to handle customer service and streamline operations. Leverage Technology Custom software development and AI integration have been crucial in managing growth and improving customer service.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

Global Finance

DECEMBER 6, 2024

The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates. Frame: Its prompting them to adopt more agile and diversified investment strategies. Global Finance: What are high- and ultra-high-net-worth investors main concerns going into 2025?

Banking 52

Banking Communication Strategic Planning Leverage 52

Global Finance

OCTOBER 30, 2024

Niall Byrne, chief financial officer of QIA (Qatar Investment Authority), the country’s wealth fund, discussed from Doha his two-year tenure and his focus on transforming the QIA’s finance function to support growth. It doesn’t just impact the finance function, it impacts all of the investment teams across the whole organization.

CFO 52

CFO Finance Healthcare Investments 52

Global Finance

APRIL 4, 2025

Our investments in advanced digital banking solutions, automation, and cutting-edge analytics equip us to offer seamless, secure, and scalable financial services. Moreover, our investments in fintech, e-commerce, and smart infrastructure are unlocking opportunities across industries.

Economics 52

Economics Prioritization Leverage Finance 52

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 91

Leverage Planning Securities Numbers 91

Global Finance

JUNE 9, 2025

Attending were 18 startups, 31 FIs, and representatives of government regulatory bodies, technology-solutions providers, and consulting and investment firms. It partners primarily with startups in Series A and Series B rounds of investments—those that have already demonstrated strong market traction and a market fit for their products.

Startups 52

Startups Banking Compliance Investments 52

Barry Ritholtz

JANUARY 15, 2025

. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendary David Swensen at the Yale University Investments Office. He wrote the book, Private Equity Deals: Lessons in investing, dealmaking and operations. So, Ted, let’s start with the basics.

Investments 57

Investments Credit Risk Marketing Budgeting 57

KG Virtual CFO

JULY 21, 2025

This guide presents actionable strategies—defining cash flow, optimizing inflows and outflows, forecasting future needs, leveraging technology and virtual CFO services, building liquidity reserves, and tackling common cash flow problems. Consolidate vendors to leverage volume discounts and streamline processes.

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting CFO Invoicing 52

Global Finance

JUNE 3, 2025

Investments are focused on scaling AI and cloud capabilities, accelerating digital transformation to enhance customer and employee experiences, and positioning for long-term competitiveness. Data, security, and compliance are what hold banks back Data privacy and security remain the foremost challenges to AI and cloud adoption.

Banking 52

Banking Compliance Education Risk Management 52

Trade Credit & Liquidity Management

MAY 28, 2025

Here’s a look at how to identify beneficial opportunities, prepare for impactful visits, and leverage face-to-face or virtual meetings to build strong, lasting partnerships. Investing time and resources is often rewarded with valuable insights and strengthened relationships. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 52

Global Finance

JUNE 5, 2025

Preparing for the “client of the future” means continuously enhancing our capabilities and access points through APIs and online and mobile platforms, providing tailored service options to our clients, and sharing and leveraging industry research and insights. GF : How is Absa innovating in trade finance for Africa?

Risk Management 59

Risk Management Finance Leverage Economics 59

CSC Advisors

MAY 23, 2025

Trust our dedicated team at Cornerstone Capital to help explain SBA collateral, how it works, and its implications for business owners seeking to secure an SBA loan. Maximize Your SBA Loan Success with the Right Collateral Collateral is any asset a borrower pledges to a lender to secure loan repayment.

Securities 52

Securities Leverage Investments Finance 52

CSC Advisors

APRIL 10, 2025

Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. By securing the loan with assets, you reassure lenders that they’ll recover part of their funds even in a worst-case scenario. Choose assets you can afford to leverage without jeopardizing long-term operations.

Forecasting 52

Forecasting Prioritization Planning Securities 52