Sat.Jan 11, 2025 - Fri.Jan 17, 2025

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The Role of CFOs in Sustainability: Insights from the ICFOA Barometer

CFO Talks

The Role of CFOs in Sustainability: Insights from the ICFOA Barometer As the global landscape shifts toward sustainability and ESG (Environmental, Social, and Governance) principles, the role of CFOs has never been more critical. To understand how finance professionals are navigating these changes, the International CFO Alliance (ICFOA) launched its Global CFO Barometer , a survey that explores the evolving responsibilities of CFOs and finance teams in driving sustainable business practices.

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How To Make An Invoice: 5 Tips to Get Paid Faster

Driven Insights

All business owners want to receive prompt payment. But many small business owners dont realize their billing process may generate invoices lacking the five elements that facilitate quick payments. Heres how to make an invoice that encourages customers to pay faster.

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Trending Sources

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Protected: How to Start Building Business Value Before You Sell

Beacon CFO Plus

This content is password protected. To view it please enter your password below: Password: The post Protected: How to Start Building Business Value Before You Sell appeared first on BeaconCFO Plus.

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AI could drive new record growth in big tech’s capex this year: UBS

CFO Dive

The tech giants are also expected to make progress in narrowing the gap between their AI spending and revenue levels.

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Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

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.

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Unlocking Innovation: The Power of SAP’s Business Technology Platform

Navigator SAP

In the fast-paced world of enterprise technology, innovation is the driving force behind staying competitive. SAP's Business Technology Platform (BTP) emerges as a transformative tool , allowing businesses to innovate efficiently without disrupting their core operations. But what exactly is BTP, and why should organizations pay attention?

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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO)

Nerd's Eye View

For most people, Social Security benefits are calculated using a single formula, which takes into account the individual's history of earning income on which they paid Social Security tax. But historically, a subset of workers that spent at least part of their careers in positions that did not pay Social Security tax – including many state and local government workers like teachers and police officers – have had their Social Security benefits reduced, sometimes down to $0.

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How do banks navigate the trinity of costs, compliance, and innovation?

Global Finance

Efficiency remains at play, but compliance and innovation scores Globally, banks have been focused on reducing costs this past year. Until recently, banks in the US turned to optimizing costs as they faced a deposit flight-led liquidity crisis that resulted in shrinking net interest margins , even while non-performing assets were trickling up. Regulatory compliance has become a top priority for banks as they navigate an increasingly complex regulatory landscape related to AI, resilience, and ope

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ExecOpinion: CFO’s guide to AI’s impact on risk management

Future CFO

Artificial intelligence promises to enhance operational efficiency, improve decision-making, and help CFOs and the finance team drive strategic value. However, for most organisations, it is still early days and much needs to be learned and discovered about AI for users and leaders to fully grasp the impact of the technology. The dual nature of AI in risk management AI is heralded as one of the most significant innovations of our time, offering both immense potential benefits and considerable ris

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Return on Equity Formula and Use Cases

The Finance Weekly

Return on Equity (ROE) is one of those go-to metrics that financial leaders and investors love to use when figuring out how well a company turns shareholders' equity into profits. Unlike broader measures like ROI, ROE zeroes in on how efficiently a company uses its equity to make money. In this guide, well break down what ROE is, why its important, how to calculate it, and when its most usefulall in a simple, easy-to-understand way.

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What Your Financial Statements Are Telling You—And How to Listen!

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.

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Data Update 2 for 2025: The Party Continued (for US Equities)

Musings on Markets

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025. That rise was driven by a surge in US equity values during 2024, with the S&P 500 delivering returns of close to 25%, all the more impressive, given that the index delivered returns in excess of 26% in 2023.

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FASB declines to tackle new credit risk transfer project

CFO Dive

The U.S. accounting standard setter decided against adding a new project to its priority agenda that would have required banks to disclose more information about CRTs.

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Burdened by Business Complexity?

Navigator SAP

If this story sounds even vaguely familiar, it is time to consider SAP S/4HANA Cloud Public Edition and help from Navigator Business Solutions.

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MiB: Jonathan Clements on Why Dying is Hard Work

Barry Ritholtz

This week, we speak with Jonathan Clements. He has been a personal finance reporter at the Wall Street Journal for over twenty years and has written more than 1,000 columns. He discusses how he became a financial journalist, and eventually Director of Financial Education for Citi Personal Wealth Management. Last summer, Jonathan received a terminal diagnosis and announced it at his site and on social meda.

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Forecasting Failures Are Costly: Heres How To Fix Them

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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Weekend Reading For Financial Planners (January 18–19)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client cash (down to 0.05%), well below the rates available on other cash-like products, leaving advisors on the platform with the task of determining wheth

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Intuit CFO warns against isolationism, defends H-1B visas

CFO Dive

CFO Sandeep Aujla asserts that the H-1B visa program — which has recently sparked controversy — is key because it gives companies access to global talent.

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Bridging the Gap: Finance and Development as Critical Partners in Nonprofit Success

The Charity CFO

Nonprofit success depends on many things. There is often tension as a board focuses either on fundraising or finance. However, the most forward-thinking organizations find a way to blend these elements together. In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Paul Morris, Executive Fundraising Coach at Auxilia , to discuss the critical partnership between finance and development in nonprofits.

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Asia-Pacific lags in IPO activity in 2024, EY says

Future CFO

The Asia-Pacific region recorded a lag in IPO activities in 2024, according to EY. APAC saw a continued downward trajectory, which began in 2021, declining 35% in deals and 51% in proceeds year-over-year (YOY), although the second half of the year had a greater performance compared with the first half. A total of 129 deals (down 21% YOY) raising US$3.6b (down 38% YOY) was recorded for Asean, as exchanges that were the most active in the year were Malaysia (49 IPOs raising US$1.7b), Indonesia (41

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Entrepreneurial Storm Clouds: Navigating Financial Uncertainty

CFO Plans

In the fast-paced world of entrepreneurship, financial uncertainty can feel like a dark storm cloud, overshadowing even the most experienced business owners with doubt and anxiety. Meet Sarah, a passionate entrepreneur who launched her dream business, only to find herself overwhelmed by financial stress. Her story is not unique; many business owners face similar challenges.

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SEC hits ex-pharma CFO with sanction over fraud charges

CFO Dive

The former finance chief is barred under a commission order from serving as an officer of a public company or practicing before the SEC as an accountant.

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In conversation with Isaac Kamuta, Group Head: Payments, Cash Management & Client Access at Ecobank.

Global Finance

Joseph Giarraputo, the Founder and Editorial Director of Global Finance, talks to Isaac Kamuta, Group Head: Payments, Cash Management & Client Access at Ecobank, about its suite of payment solutions to help customers optimise cash flow, improve efficiencies, and maintain their competitive edge. Ecobank, which was named by Global Finance as the best bank for payments and cash management in Africa, provides a seamless Pan African payments gateway thats meant to streamline cross-border transact

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Asia-Pacific companies see progress, challenges in sustainability reporting, study finds

Future CFO

Companies in the Asia-Pacific region saw both progress and challenges in sustainability reporting, according to a study by PwC Singapore and the Centre for Governance and Sustainability (CGS) at the National University of Singapore (NUS) Business School. The third edition of the study, Sustainability Counts III: Sustainability Reporting in Asia Pacific , saw that while more Asia Pacific companies have set net zero targets, only 18% underpin these ambitions with targets verified by the Science-Ba

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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1063: From Banking to Building: One Leader’s Shift to Operations | Eugene Wong, CFO, Clara Analytics

CFO Thought Leader

It was shortly after Eugene Wong exited the banking world to advance into a senior operations role that he realized the importance of a holistic view. At one meeting, he uncovered a disconnect between product and sales teams that threatened a strategic initiative. By stepping in and aligning priorities, he emerged as a quarterback, bridging perspectives and clarifying responsibilities.

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Inflation eases, pulling down benchmark measure of borrowing costs

CFO Dive

Slowing inflation prompted futures traders to increase the odds that the Federal Reserve will trim the main interest rate more than once this year.

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Vision to Reality: How to Turn Organisational Goals into Achievable Plans 

CFO Talks

Vision to Reality: How to Turn Organisational Goals into Achievable Plans Every organisation has a visiona statement of purpose and a picture of the future it strives to create. However, for a vision to make a meaningful impact, it must be transformed into actionable steps that lead to measurable outcomes. As a CFO, you play a critical role in bridging this gap.

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Deloitte: APAC organisations have 'greatest' opportunity for AI governance improvement

Future CFO

Fewer than one in ten organisations across the Asia Pacific have the governance structures necessary to achieve trustworthy AI, according to a recent report co-developed by Deloitte Access Economics and Deloitte s AI Institute. The report, AI at a crossroads: building trust as the path to scale , seeks to shed light for business leaders regarding the development of effective AI governance as they traverse the road of technological advancements.

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?