CFO Dive
APRIL 11, 2025
“There’s been a sharp decline in consumer sentiment, and business sentiment measures have weakened too,” New York Federal Reserve Bank President John Williams said.
Barry Ritholtz
APRIL 15, 2025
I discussed much of this in my Q2 2025 RWM client quarterly call on April 5. I am sharing this now because so many questions have poured in. Best Worst Cases Last Monday, I discussed the consequences of chaos. While the purposes of the new tariff policy were not well explained some of the goals were muddled and unclear it seems a large part of the problem was the roll-out.
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Nerd's Eye View
APRIL 9, 2025
It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. However, starting with these questions can have unintended consequences.
Tips Watch
APRIL 9, 2025
By David Enna, Tipswatch.com Just a week ago, in the early stages of our brand-new “Tariff Crisis,” the stock market was falling sharply and the U.S.
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CFO Talks
APRIL 15, 2025
Accountability Isnt Admin Its Your Performance Lever For all the talk about AI-driven forecasting, real-time dashboards, and digitising the finance function, there remains one cornerstone of high-performing finance teams that no technology can replace: accountability. Not accountability as a procedural requirement or something that shows up on a policy document.
Corporate Finance Brief brings together the best content for corporate finance professionals from the widest variety of industry thought leaders.
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CFO News
APRIL 9, 2025
NFRA has called for stronger scrutiny and transparency in related party transactions (RPTs) through its latest Auditor-Audit Committee Interaction Series. The report highlights critical risks, urging auditors, audit committees, and management to ensure compliance and prevent fraud. One pressing question raised is: How can auditors effectively identify and prevent fraudulent RPTs?
Barry Ritholtz
APRIL 13, 2025
In the latest edition of more or me, I chat with my friend Eric Golden: I speak My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the ‘Prickly Prophet of Wall Street’ for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, “How Not to Invest.” We also talk about how hes remained a
Nerd's Eye View
APRIL 15, 2025
Welcome everyone! Welcome to the 433rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Cameron Passmore. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B U.S. dollars) in assets under management for 2,400 client households.
CFO Talks
APRIL 8, 2025
Making Sense of Complexity: How CFOs Build Clarity Across the Business In todays fast-paced and data-rich environment, the role of the Chief Financial Officer has evolved into something far more dynamic than traditional financial oversight. While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight.
Advertiser: Paycor
Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.
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CFO Dive
APRIL 8, 2025
The Tysons Corner, Virginia-based company’s report comes on the heels of a bitcoin slump and newly effective crypto accounting rules from FASB.
CSC Advisors
APRIL 10, 2025
Business owners often consider Merchant Cash Advance (MCA) loans a fast and flexible option. However, their high costs and daily repayment structures can quickly become burdensome for many business owners. Fortunately, the MCA refinancing process offers a way to reduce these financial pressures. By refinancing, business owners can regain control of their cash flow and ensure long-term financial stability.
Lime Light
APRIL 15, 2025
Higher education institutions face mounting financial challenges. Declining enrollments have led to a staggering loss of tuition revenue, with U.S. colleges seeing a significant drop in student enrollment between 2022-2024. Specifically, first-year domestic enrollments of 18-year-olds in four-year colleges declined by over 6% from fall 2023 to fall 2024.
CFO Leadership
APRIL 15, 2025
Youre not imagining itbusiness conditions really are changing at a breakneck pace. For instance, in Q3 2024, just 19% of North American CFOs thought the economy would be better in a year, Deloittes CFO Signals survey found. By Q4, 72% expected improvement. To build a business ready to weather these ups and downs, weve put together risks to keep in mind as you pursue your next big opportunity.
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
CFO Talks
APRIL 10, 2025
Fraud Happens Hopefully Not on Your Watch You dont need a full-blown scandal to put your career on the line. Sometimes, all it takes is one case of fraud missed under your watch. As CFO, you’re not just managing the numbersyou’re the last line of defense between your organisation and reputational, regulatory, or even criminal fallout. Fraud is rarely dramatic at first.
CFO Dive
APRIL 11, 2025
Existing accounting standards have led to “scope creep,” with derivative standards being applied too often, FASB Chair Richard Jones said.
CSC Advisors
APRIL 10, 2025
Expanding your preschool or upgrading facilities is a significant step toward long-term growth and success. However, preschool financing can often be a challenge. Strategic planning on how to finance these upgrades becomes essential since financial hurdles can delay or deter exciting opportunities. With expert guidance, such as from Cornerstone Capital Advisors, preschool owners can access practical and tailored funding solutions.
E78 Partners
APRIL 10, 2025
The webinar “Driving M&A Success: Insights for Corporate Development Executives,” hosted by E78, featured experts Scott Whitaker and Stefan Hofmeyer, who shared their extensive experience in M&A integration and transaction advisory. This session aims to enhance attendees understanding of post-merger integration (PMI) considerations and best practices, drawing from a global M&A success survey conducted with 115 senior executives, primarily from mid-market and Fortune 500 c
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Barry Ritholtz
APRIL 11, 2025
This week, I speak with Anthony Yoseloff , Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO.
CFO Talks
APRIL 9, 2025
What Every CFO Should Know to Protect the Business (and Their Career) You dont need to be an actuary or compliance expert to understand risk. But if youre a Chief Financial Officer, you absolutely need to know how to spot it, shape it, and shield your organisation from it. Risk management isnt a luxury, its a core leadership function. And ignoring it can be the fastest way to damage not only your business, but your own professional credibility.
CFO Dive
APRIL 14, 2025
The former finance chief was also ordered to pay $8.9 million in restitution after helping to build “a web of deceit and manipulation,” according to the court.
CSC Advisors
APRIL 10, 2025
Securing a business loan can be pivotal for growth, operations, or overcoming financial hurdles. However, obtaining financing isn’t always straightforward. Lenders assess numerous factors to determine business loan readiness. Preparing ahead ensures you meet their expectations and increases your chances of getting approved. Let’s explore the essential components lenders consider when evaluating your business loan readiness.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
CFO Thought Leader
APRIL 9, 2025
It was the kind of boardroom moment that separates finance professionals from finance leaders. Tony Jarjoura, now CFO of Gigamon, found himself surrounded by audit committee members as a dense, highly technical tax strategy unraveled before them. Despite having pored over legal memos and internal reviews, the room still looked puzzleduntil Tony spoke.
Future CFO
APRIL 9, 2025
Amid the pool of priorities that finance leaders have to juggle in 2025, innovation initiatives came on top. In a poll conducted by Cxociety during the recently concluded 5th Annual FutureCFO Conference in the Philippines, with the theme Pathways Towards Differentiated Success, 37% of the respondents believe innovation initiatives require the most focus to balance strategic priorities in the Finance function.
CFO Talks
APRIL 8, 2025
Members Profile: Julius Katanaka In this edition of our CFO Spotlight series, we feature Julius Katanaka, Head of Finance at Wazalendo SACCO Ltd, a seasoned finance professional with a strong accounting and strategic financial management background. Holding an MSc, BSc, and FCCA qualification, Julius has made a remarkable impact in the finance sector, earning multiple prestigious awards, including the Chief Finance Officer of the Year Sustainability Award (2023) and the Financial Reporting Awa
CFO Dive
APRIL 14, 2025
The rise in price pressures will prove short-lived, according to a survey of economists. Still, inflation will likely persist above the Federal Reserve’s 2% target through next year.
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
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