Sat.Jun 14, 2025 - Fri.Jun 20, 2025

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The 6 things every CFO should do to prepare for CBAM

CFO Dive

Skip to main content Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. 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. Deep Dive Opinion Library Events Press Releases Topics Subscribe Search Subscribe Search Strategy & Operations Financial Reporting Compliance Technology Treasury Risk Management Leadership An articl

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Trending Sources

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The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).

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The CFO Confessional: Bless Me, Market, For I Have Sinned 

CFO Talks

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. The organisation is no longer assessed solely on its performance but also on its integrity. In these moments, the role of the Chief Financial Officer becomes especially critical.

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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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Bayesian Edge Investing: A Framework for Smarter Portfolio Allocation

CFA Institute

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.

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Comparing M&A Synergies: What Matters Most in Private Equity Add-Ons?

E78 Partners

Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. But not all synergies carry equal weight. Some deliver immediate impact on EBITDA, while others take longer to materialize or fail to scale across the combined organization. Successful firms prioritize the right synergies from Day One.

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#363 – Applying AI in Treasury: Use Cases, Cautions, and What’s Next

Strategic Treasurer

Episode 363 Applying AI in Treasury: Use Cases, Cautions, and What’s Next In this episode, Craig Jeffery talks with Dave Robertson about how AI is being applied in treasury today. They cover key use cases, from forecasting and credit analysis to policy automation, and explore challenges like hallucinations and data privacy. What should treasurers be doing now to prepare for what’s coming?

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Open AI: Ex-Instacart Head Takes Top Spot At AI Innovator

Global Finance

The division’s other key players—COO, CFO, and chief product officer—will report directly to her. The move leaves Altman free to focus on research, safety sys- tems, and long-term strategy for the ChatGPT provider. Simo, 39, is already a veteran of Silicon Valley. A graduate of the French business school HEC Paris, she began her US career as an intern at eBay.

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At The Money: Buying a Vacation Home

The Big Picture

 At The Money: Buying a Vacation Home with Jonathan Miller (June 18, 2025) Buying a second home in today’s climate can be challenging: Interest rates are near the highest level in 20 years, and housing inventory is near record lows. So what’s a potential vacation property buyer to do? Jonathan Miller, President of Miller Samuel, discusses the best approaches for purchasing that beach, lake or mountain home today.

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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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GENIUS Act puts renewed spotlight on stablecoins, digital assets

CFO Dive

The regulatory clarity the GENIUS Act proposes to bring to the stablecoin space can help ease some of the worries of more conservative entities, such as CFOs, examining the space, EY’s Paul Brody said.

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Difference between SAP Cloud ERP and SAP S/4HANA Cloud Public Edition

Navigator SAP

If you’ve been hearing the terms "SAP Cloud ERP" and "SAP S/4HANA Cloud Public Edition" used interchangeably and wondering what the difference is, the answer is simple: there is no difference, at least not anymore. In 2025, SAP officially grouped its products "SAP S/4HANA Cloud Public Edition" and "SAP S/4HANA Cloud Private Edition' into SAP Cloud ERP.

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5-year TIPS reopening auction gets real yield of 1.650% to good demand

Tips Watch

By David Enna, Tipswatch.com The Treasury’s offering of $23 billion in a reopened 5-year Treasury Inflation-Protected Security – CUSIP 91282CNB3 – generated a real yield to maturity of 1.650%, close to what the market expected.

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The Strategic Conviction Behind a $2.5B Bet | John Rettig, CFO, Bill

CFO Thought Leader

A Finance Strategic Moment As CFO of a newly public company, John Rettig championed a bold $2.5B acquisition—nearly half of Bill’s market cap at the time. Backed by strategic conviction and rigorous analysis, he helped accelerate market penetration and proved the value of finance leadership that thinks—and acts—like a CEO. Now Watch Our Complete Episode Featuring CFO John Rettig of Bill When CFO John Rettig joined Bill, he brought a mindset shaped by two decade-long CFO tenures.

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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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Cyberattacks top list of global business concerns, Kroll finds

CFO Dive

Many companies feel unprepared to comply with global privacy and security rules, according to the advisory firm’s annual business sentiment survey.

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Future-proofing the finance infrastructure

Future CFO

When it comes to dealing with changes, being one step ahead is a must for organisations to ensure the best result possible. For chief financial officers overseeing operations across Asia-Pacific, the Middle East, Europe, and the Americas, building compliant, scalable finance functions in unfamiliar jurisdictions is a high-stakes challenge. Asset acquisitions, market entries, and decentralised operations demand more than technical expertise, as they require navigation around fragmented regulation

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Finance Technology: Building for What’s Next, Not What’s Now

E78 Partners

“We regret implementing XYZ finance system.” It’s a sentiment we hear too often from CFOs—particularly those who were focused on fixing yesterday’s problems instead of preparing for tomorrow’s opportunities. Many finance teams implement ERPs or EPMs that solve point-in-time pain. The result? A complex patchwork of solutions that fit the past but fail the future.

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Beyond Credit Reports: Exploring the Expanding Universe of Business Information

Trade Credit & Liquidity Management

Get ready for a front-row seat to the transformation of business information. In this episode of Credit on the Go , host David Schmidt sits down with Rich Ferrara, former Dun & Bradstreet executive and business data consultant, to unpack how digital innovation, AI, and fintech are reshaping the industry. Discover why the explosion of new data vendors and emerging use cases, from credit and supplier risk to KYC and fraud prevention, compliance, and B2B marketing, are changing how companies as

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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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Fed holds main interest rate steady, expects two cuts later in 2025

CFO Dive

Policymakers have left borrowing costs unchanged this year while balancing signs of a softening labor market against concerns that U.S. tariffs will stoke inflation.

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Jill on Money: How Not To Invest

The Big Picture

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them. The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

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The Rise of the Strategic CFO with Dr. Huruda D’Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa

CFO Talks

The Rise of the Strategic CFO with Dr. Huruda de Castro Malungane : ESG, Ethical Leadership, and Breaking the Isolation in Africa In a captivating episode of CFO Club Conversations , Leana van der Merwe speaks with Dr. Huruda D’Castro Malungane, an extraordinary leader at the intersection of finance, governance, risk, and human capital. As the Head of Finance, Acting Head of Risk Management, and Country HR Lead at Liberty Health, and the founder of the CFO Forum in Mozambique, Dr.

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Singapore Floats Retail Access to Private Markets: Next Frontier for Asset Managers?

CFA Institute

Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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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SEC taps alum as chief accountant

CFO Dive

EY veteran Kurt Hohl is rejoining the agency as controversial legislation advancing in Congress would fold the duties of the Public Company Accounting Oversight Board into the SEC.

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The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)

Nerd's Eye View

In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. This shift reflects the reality that taxes permeate virtually every financial decision clients make – whether related to investing, retirement, business structure, or charitable giving – and often represent one of the largest expenses faced by clients over their lifetime.

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Too Many Cooks or Just One Overpaid Chef? Rethinking Who Calls the Shots 

CFO Talks

Too Many Cooks or Just One Overpaid Chef? Rethinking Who Calls the Shots When a business is trying to recover from financial strain or operational failure, structure matters more than most leaders realise. The way decisions are made can either help the business respond faster or trap it in red tape. During a recovery, choosing between a centralised or decentralised approach is not just a theoretical exercise.

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From Theory to Trillions: David Booth | Financial Thought Exchange

CFA Institute

Cathy Scott is a director of Research Product and Services and the editor of Enterprising Investor at CFA Institute.

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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.