CFO Dive

JUNE 2, 2025

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

Manufacturing 300

Manufacturing 300

Navigator SAP

JUNE 13, 2025

Discover how fast-growing mid-market companies leverage SAP Cloud ERP to scale operations, enter new markets, and drive international growth.

SAP 207

SAP Marketing Leverage 207

Global Finance

JUNE 9, 2025

Regional Winners Most Innovative Bank in Middle East| ARAB BANK Acabes, Arab Bank’s in-house development factory, enabled the bank to launch an updated version of its Reflect banking app in 2024. Reflect benefits from a host of new digital features, including multicurrency subaccounts for deposits, savings, and payments. Customers can also use Salary Transfer and instant transfer features with these currencies.

Reconciliations 125

Reconciliations Forecasting Cash Management Benchmarking 125

Musings on Markets

JUNE 2, 2025

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

Marketing 116

Marketing Currencies Treasury Economics 116

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

Accounting Firms

The Big Picture

JUNE 3, 2025

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.

Treasury 113

Treasury Finance Economics Marketing 113

CFO Dive

JUNE 3, 2025

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.

301

301

Navigator SAP

JUNE 6, 2025

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.

SAP 229

SAP 229

Global Finance

JUNE 9, 2025

You wouldn’t think that the quipu—an abacuslike system of knotted cords used by the Incas for record keeping—would have much application to the breakneck adoption of artificial intelligence among financial institutions (FIs). But a Colombian financial-services company nurtured by Bancolombia Ventures harkens to that system. Quipu deploys AI-powered analyses of alternative data to determine the creditworthiness of microbusinesses.

Finance 92

Finance Startups Banking Technology 92

Focus CFO

JUNE 3, 2025

A balance sheet is one of the most critical corporate financial documents, yet many business owners dont fully understand the what, how, and why behind it. As a result, many small businesses fail to maximize their purpose and potential, particularly those in the early stages of development.

96

96

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Accounting

The Big Picture

JUNE 9, 2025

I grew up in the generation of latchkey kids: Both parents worked; you came home from school, fixed yourself a quick bite, then ran off to the playground for some stick- or b-ball. We weren’t wildly overscheduled; we didn’t have 20 hours a week of school events, after-school activities, and projects. We were (mostly) on our own. This led to a generation of parents who recognized the risks all this unsupervised play created.

Investments 120

Investments Prioritization Advertising Forecasting 120

Nerd's Eye View

JUNE 13, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. investors found that while 96% of respondents said they trust their (human) financial advisor, only 29% said they trust algorithms, suggesting that consumers continue to impose a "trust penalty" on algorithmically generated advice.

Tax Planning 89

Tax Planning Budgeting Investments Communication 89

CFO Dive

JUNE 4, 2025

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

Sales 285

Sales CFO 285

CFA Institute

JUNE 10, 2025

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Panthera’s proprietary Decision GPS platform blends behavioral science, and quantitative finance with machine intelligence to optimize investment decision-making.

Investments 72

Investments Education Leadership Healthcare 72

Advertiser: Paycor

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Global Finance

JUNE 4, 2025

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.

Foreign Exchange 78

Foreign Exchange Budgeting Compliance Investments 78

CFO News

JUNE 13, 2025

The Central Board of Direct Taxes is actively investigating potential tax evasion and money laundering related to cryptocurrency investments by high-risk individuals. Authorities are scrutinizing Virtual Digital Asset transactions for non-compliance with the Income-tax Act, focusing on discrepancies in ITR filings and TDS returns.

Investments 70

Investments Compliance 70

The Charity CFO

JUNE 4, 2025

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

Sales 73

Sales Nonprofit CFO Forecasting 73

Nerd's Eye View

JUNE 4, 2025

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.

Compliance 90

Compliance Planning 90

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.

Accounting

CFO Dive

JUNE 3, 2025

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.

279

279

CFA Institute

JUNE 16, 2025

Sandeep Srinivas, CFA is a partner and fund manager at FIM Partners in Dubai. He oversees a substantial asset base across Frontier Emerging Markets and the Middle East. He spends significant time on in-depth investigation of business models to uncover opportunities for long-term, value-driven investments. Srinivas’s disciplined, patient investment approach focuses on identifying high-quality, undervalued assets to drive sustainable growth and capital preservation.

Investments 72

Investments Leadership Leverage Marketing 72

Global Finance

JUNE 6, 2025

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.

Valuation 64

Valuation Currencies Finance Restructuring 64

Bramasol

JUNE 9, 2025

Simplifying Revenue Recognition with SAP S/4HANA Cloud Public Edition: Introducing Universal RevRec In today's fast-evolving digital economy, revenue recognition is no longer just about compliance—it’s a strategic capability that drives insight, accountability, and business agility. As organizations deal with increasingly complex revenue streams across sales, services, subscriptions, and projects, the need for a flexible, scalable, and industry-tailored revenue recognition solution has never bee

Leverage 83

Leverage SAP IFRS Compliance 83

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.

Finance

CFO News

JUNE 8, 2025

Mizuho Financial Group is set to acquire KKR-backed Avendus Capital for $700 million, marking Mizuho's largest investment in India. The deal involves KKR's exit and will give Mizuho up to 70% ownership. Avendus founders, excluding Ranu Vohra, will remain invested and manage the company, continuing its operations across financial services in India, the US, and Singapore.

Valuation 65

Valuation Investments 65

Nerd's Eye View

JUNE 3, 2025

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.

Planning 98

Planning Investments 98

CFO Dive

JUNE 2, 2025

With planning now a constant on the CFO’s to-do list, AI can help finance chiefs ease critical communication gaps between platforms, Cube CEO Christina Ross said.

Communication 286

Communication Finance CFO Planning 286

CFA Institute

JUNE 9, 2025

D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.

Marketing 102

Marketing Risk Management Economics 102

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.

Finance