Sat.Jan 18, 2025 - Fri.Jan 24, 2025

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FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

As FP&A professional, how often do you feel that you do something you shouldnt? FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. Having unique access to data about all the activities throughout an organization, it is not uncommon that FP&A teams are often asked to perform tasks which are not necessarily aligned with their core objectives.

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6 big AI agent rollouts that impact finance teams

CFO Dive

Microsoft and SAP are among software giants that have begun rolling out AI agents, with further innovations expected in the year ahead.

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How External Factors Shape Internal Strategies Through Strategic Risk Management 

CFO Talks

How External Factors Shape Internal Strategies Through Strategic Risk Management Picture this: Youre the captain of a ship in a vast, unpredictable ocean. The skies look clear, but you know the weather can change at any momentstorm clouds can gather, tides can shift, and winds can throw you off course. Navigating your business in todays world is no different.

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How CFOs Can Build Resilient Accounting Operations: Mid-Market Strategies for 2025

E78 Partners

Recent years have taught business leaders an invaluable lesson: operational resilience isn’t just a buzzwordit’s a fundamental requirement for survival and success. For CFOs and financial leaders at mid-market and growing businesses, this reality hits particularly close to home. Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprec

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Automation, Evolved: Your New Playbook For Smarter Knowledge Work

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.

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CA Min Wage: A (Possible) Final Thought

Barry Ritholtz

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Of course, given the demands of their busy schedules , finding time to dig into this content can be a challenging endeavor.

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For me, this week’s 10-year TIPS auction is a ‘must buy’

Tips Watch

Others may want to wait and watch for higher real yields. By David Enna, Tipswatch.com I picked up the December issue of Kiplinger Personal Finance from my nightstand last week and began paging through. And chuckling. Why?

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Unlocking Growth with SAP S/4HANA Cloud Public Edition

Navigator SAP

SAP has long been a leader in enterprise resource planning (ERP) solutions. Over its 50-year history, the company has continually innovated to meet the needs of businesses large and small. The latest evolution in SAP's ERP offerings is the SAP S/4HANA Cloud Public Edition a cloud-based, fit-to-purpose ERP solution designed to help small and mid-sized companies streamline operations and drive growth.

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Accounting as a Shared Responsibility? Why the Most Effective Nonprofits Share Financial Management Across Leadership Teams

The Charity CFO

Many nonprofit leaders think accounting belongs solely to their CFO or accountant. If youre a particularly small organization, it may even be the CEO who wrangles an accounting spreadsheet every once in a while. But what if the key to financial clarity and stability lies in sharing the load? The truth is, many successful nonprofits empower leaders to manage their own department budgets.

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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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US economy to ‘remain strong,’ grow 2.3% in 2025: Conference Board

CFO Dive

Several organizations, including the International Monetary Fund, have recently singled out the U.S. as an especially promising economy in 2025.

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California vs Texas Minimum Wage, 2013-2024

Barry Ritholtz

@TBPInvictus here: Last year finished with a flourish. The work I do here was directly responsible for the Hoover Institution retracting six (yes, 6) of its articles. Whether it was shoddy data analysis or a deliberate attempt to misinform, I found it offensive and brought the receipts as to the fundamental errors in the economic analysis. Most of the retractions concerned California’s April 1, 2024, increase in the minimum wage for “quick-serve restaurants” (QSR, also known as

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Financial alchemy: How CFOs can lead the tech revolution in their organisations

Future CFO

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024. Source: Data collected during the FutureCFO Conference series in 2024, Cxociety Research Coming into 2025, as finance leaders face mounting pressure to do more

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Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?

Nerd's Eye View

Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. These discussions have ranged from questioning whether everyone would be out of a job in five years to wondering if anything of substance would change at all.

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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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CFOs project 7.3% jump in wages, salaries, Deloitte survey finds

CFO Dive

The bullish pay projections come as finance chiefs’ confidence in economic and business conditions soared to a 10-quarter high.

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Making the Move to SAP’s New ERP Solution

Navigator SAP

Modern ERP systems are different than the old stereotype of a hulking, on-premise business software solution that is hard to use and even harder to implement. One example of how things have changed is SAP S/4HANA Cloud Public Edition , the new ERP solution recently released by SAP.

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New 10-year TIPS gets real yield of 2.243%, highest for this term in 16 years

Tips Watch

By David Enna, Tipswatch.com The Treasury’s auction of $20 billion in a new 10-year Treasury Inflation-Protected Security — CUSIP 91282CML2 — generated a real yield to maturity of 2.243%, the highest for this term at auction since January 2009.

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Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Nerd's Eye View

Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. These situations often narrow the focus of the prospecting conversation, giving the advisor a clear opportunity to affirm their value (e.g., "I help clients in retirement by doing X, Y, and Z.").

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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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Evolving tech talent woes call for new ‘cultural’ playbook

CFO Dive

As tech CFOs confront leaner budgets and AI’s impact, creating a strong culture can be a key talent retention tool, Grant Thornton’s Andrea Schulz said.

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MiB: Mike Freno, Barings Chairman and CEO

Barry Ritholtz

This week, we speak with Mike Freno , Chairman and CEO at Barings. The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. Over 20 years with the firm, Freno has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets.

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From Spreadsheets to Strategic Insights: How to Transform Financial Reporting With Power BI

Collectiv

Did you know that 96% of finance teams still rely on spreadsheets for planning and 93% rely on them for reporting? I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. Spreadsheets are still the default tool for many organizations because theyre familiar and they get the job doneuntil they dont.

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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that don't rely on an 'eat what you kill' approach) and assets managed (as consumers might be attracted to the differentiated service prop

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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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Agentic AI is here. Are CFOs ready?

CFO Dive

It could take a while — perhaps years — before the technology’s full potential is realized, yet C-suites need to prepare now, analysts say.

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Kickstart Your Business for a Strong 2025

CFO Simplified

The new year is here! As a business owner, there is a lot to evaluate and prepare for 2025. Many business owners felt the squeeze of a tight 2024 and if that was the case for you, naturally the goal is to avoid a repeat that year. A crucial component to revitalizing your business in the new year is ensuring you have a clear plan of action. The year couldve looked vastly different to you from other business owners, but regardless of where you are on your journey, identifying actionable items is k

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Audio Recording of “How Not to Invest”

Barry Ritholtz

I wanted to share a quick update as to what’s been keeping me occupied during the run up to the release of the new book. The past few weeks have been pretty busy and full of surprises. We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. But the biggest surprise has been the booksAudible version.

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsource

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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.