CFO Dive

MAY 8, 2025

This week the Big Four firm shed 1,500 workers in its assurance and tax units — including accountants — layoffs that aren’t tied to AI, PwC said.

Accounting 282

Accounting 282

Navigator SAP

MAY 2, 2025

Part of why so many businesses choose an SAP ERP solution is that SAP is robust and widely supported. SAP invented ERP, and it still dominates the space. Because it is so commonly used, businesses served by SAP North America never have to go it alone; there is a robust community of consultants and third-party support service providers that can assist with rollout and post-implementation support.

SAP 229

SAP 229

Barry Ritholtz

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. Compare that with the SPX total returns of 39,054%; BRK annualized returns are ~20%, about double that of the S&P over the same period. Those mouthwatering returns have led to a cottage industry of imitators, analytical copycats, and flattering wannabes.

Investments 118

Investments Marketing Planning Finance 118

Future CFO

MAY 11, 2025

Editors note: In todays A Day in the Life , Nguyn Trung Ngn (pictured), tax senior manager at Deloitte Vietnam , shares with FutureCFO audiences how leading a complex transfer pricing audit for a multinational client became pivotal for her career and how her passion for public writing became one of her greatest sources of inspiration. FutureCFO: What does a typical day look like for you?

Leadership 98

Leadership Auditing Education CFO 98

Advertiser: Paycor

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.

Nerd's Eye View

MAY 9, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future. These results largely match results from the recent Kitces Research Study on Advisor Productivity, which found that the typical fee schedule for firms charging

Planning 98

Planning Marketing Numbers 98

CFO Dive

MAY 16, 2025

Spreadsheets are not just a tool of the past; they will be a vital component of the future of finance, Gartner’s Mike Helsel writes.

Finance 269

Finance 269

Navigator SAP

MAY 16, 2025

GROW with SAP is not a product. It is a journey. It is a framework for helping a business digitally transform and streamline operations with the industry-leading SAP S/4HANA Cloud Public Edition enterprise resource planning solution (ERP).

SAP 254

SAP Planning 254

The Finance Weekly

MAY 18, 2025

Cash managementand treasury management might sound similar, but they serve very different purposes.Many organizations keep a close watch on daily cash flow, but still face financial instability. The reason often lies in not fully understanding how short-term liquidity and long-term financial planning work together. Knowing the difference between cash management and treasury management can close that gap.But which one supports day-to-day operations?

Cash Management 82

Cash Management Treasury Planning 82

Barry Ritholtz

MAY 15, 2025

Hey, just back after taking the redeye home from Futureproof Colorado , and getting my feet back under me. But I wanted to briefly discuss tomorrow’s release of the University of Michigan (UMich) long-term inflation expectations. You probably know my thoughts on both Inflation Expectations and Sentiment Surveys. ICYMI, Inflation Expectations are a backwards looking exercise in the Recency Effect.

Banking 84

Banking 84

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But 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. 🗻 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. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

Accounting

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act. The proposed legislation makes several aspects of TCJA 'permanent', including maintaining TCJA's tax brackets and the elevated estate tax exemption, while also introducing new potential tax-savings op

Education 90

Education Tax Planning Planning Numbers 90

Global Finance

MAY 6, 2025

Elected to lead the Catholic Church in 2013 after the sudden abdication of his predecessor Benedict XVI, Argentinian Cardinal Jorge Maria Bergoglio chose his pontifical name to echo the saint of the poor, Francis of Assisi. Considered controversial by many conservative Catholics for his nontraditional stands on issues like homosexuality, immigration, and the role of women in the church, he quickly became known as the Peoples Pope, advocating for the poor, the marginalized, and the most vulnerabl

Finance 89

Finance Banking Economics 89

CFO Dive

MAY 7, 2025

Finance chiefs are increasingly involved in staffing their departments — effectively acting as the chief human resources officer for finance, the Big Four accounting and consulting firm asserts.

Finance 273

Finance Accounting 273

CFO News

MAY 16, 2025

The government has approved 187 startups for income tax exemption under Section 80-IAC, bringing the total to over 3,700 since the scheme's inception. Startups incorporated before April 1, 2030, are now eligible to apply for the tax benefit. DPIIT's revised evaluation framework ensures faster decision-making, with complete applications reviewed within 120 days.

Startups 75

Startups 75

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

Tips Watch

MAY 22, 2025

By David Enna, Tipswatch.com At this moment, I am on a Viking cruise ship sailing out of Gdansk, Poland, and could lose internet access at any moment. So this is going to be quick. The U.S.

Treasury 71

Treasury Investments Finance 71

Barry Ritholtz

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. As always, we did notget to all of them, but they were so thoughtful, I wanted to share them with you. *Lets start with the why. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. Why did you decide to take this approach?

Investments 74

Investments Math Benchmarking Numbers 74

Nerd's Eye View

MAY 2, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage consumers to seek out CFP professionals when looking for a financial advisor.

Benchmarking 72

Benchmarking Treasury Compliance Communication 72

CFO Thought Leader

MAY 5, 2025

Back in the 1990s, DilipUpmanyu sat in a room filled with servers as he pieced together a homegrown database of costs and SKUs. His employer at the time couldnt tell which products paid the bills; by dawn, the young financial analyst could. That improvised profitability model, he tells us, still informs his investment mindset today. Upmanyu never mistook rows of numbers for the whole story.

CFO 71

CFO Financial Analyst Forecasting Leadership 71

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

CFO Dive

MAY 2, 2025

“The Accountant” movie from 2016 is loved by many CPAs. Will the new sequel and the franchise’s drama help attract more young people to the accounting profession?

Accounting 288

Accounting 288

CFO News

MAY 5, 2025

The Supreme Court is hearing arguments regarding the taxability of online gaming, with the DGGI asserting that the stakes involved constitute betting and gambling, subject to a 28% GST.

66

66

Collectiv

MAY 19, 2025

Forecasting shouldnt require a PhD in Excel or a week of IT support. Yet for most business leadersespecially in finance, sales, and operationsthats exactly how it feels. Forecasts get trapped in spreadsheets. Budget submissions come in by email. And the BI team is always a step behind. Thats where no-code forecasting in Power BI changes the game. What No-Code Forecasting Actually Means When we say no-code, we dont mean lightweight or dumbed-down.

Forecasting 52

Forecasting Planning Budgeting Auditing 52

Barry Ritholtz

MAY 12, 2025

Ive spent the last 30+ Thanksgivings in Chicago. It’s a great city, with wonderful food, cold winters, and warm people. We opened an office here a few years ago with two fantastic advisors (Jonathan & Brian) and a killer staff (Anna and Colleen). Since then, the Chicago hub has grown rapidly, running a lot of our operations. We finally reached the point where we needed a great office to fit the great RWM folks here.

Investments 68

Investments 68

Advertiser: GEP

“What should we do about the tariffs?” There’s no straightforward answer — every leader has a different expectation. CFOs want numbers. COOs want action. CEOs want strategy. And supply chain and procurement leaders need to be ready with the right response — fast. That’s why GEP has created a simple three-part framework that will help CPOs and CSCOs brief the board and C-suite with clarity and confidence.

Numbers

Nerd's Eye View

MAY 15, 2025

Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to share when explaining strategic decisions, younger advisors may feel added pressure to prove their credibility.

Planning 59

Planning Communication 59

CFO Thought Leader

MAY 21, 2025

When a restaurants weekly salmon order suddenly spikes in price, EmmaWhelan wants chefs adjusting menus the next morningnot tallying losses a month later. The system will alert them if the price of salmon (has) gone up unexpectedly, she tells us, describing MarginEdges realtime cost engine. It is a small but telling vignette from Whelans first months as CFO, and it captures the companys wider ambition: MarginEdge wants to create a world where restaurant operators can focus on great food and grea

CFO 52

CFO Profit and Loss Invoicing Concentration 52

CFO Dive

MAY 16, 2025

Consumer sentiment has slumped this year even as recent “hard data” reveal stable prices and robust hiring.

241

241

CFO News

MAY 2, 2025

This India phenomenon spans 35 different industry sectors in our study, highlighting that India's accelerated path to long-term value creation has been broad-based and consistent and reflects investor confidence across both new-age technology spaces as well as more traditional manufacturing domains, a BCG report said.

Manufacturing 69

Manufacturing Technology 69

Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage

This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.

Marketing