Sat.Feb 19, 2022 - Fri.Feb 25, 2022

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SEC to take hard stand against corporate 'greenwashing'

CFO Dive

The SEC soon plans to propose rules for sustainability disclosure that will feature detailed guidelines for reporting on greenhouse gas emissions, according to SEC Commissioner Allison Herren Lee.

Planning 354
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Retirement Income: Six Strategies

CFA Institute

How can we mitigate sequence of returns risk (SoRR)?

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Trending Sources

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Riverstone alumni launch one-stop shop for overworked PE back offices

Private Funds CFO

Petra Funds arrives as the weight of back-office burdens is set to grow. Regulators are starting to roll out proposals aimed at making private markets more transparent and leveling the playing field.

Marketing 130
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Pros & Cons of Enterprise-wide Application to Cloud

Navigator SAP

Do more with less. Out-innovate the competition. Reinvent your business. Keep expanding partnerships and building new channels of business, because today’s suppliers may not be around tomorrow.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Toast CFO leans into tactical investments for market share

CFO Dive

“As CFO it’s my role to make sure I take the strategy and paint the picture with numbers,” Elena Gomez said.

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More Trending

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PF reforms presage accreditation battle

Private Funds CFO

Expert sees regulatory jujitsu in Chairman's moves.

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Benefits of Cloud ERP Systems

Navigator SAP

Inflation and cost pressures are rising, and it shows no sign of abating. it’s getting harder every year to stay lean and competitive. Among the benefits of cloud ERP systems is greater ability to meet these changes and stay flexible and agile enough to keep growing amid changing conditions.

SAP 130
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Navigating the CFO-CEO, and CFO-board minefield

CFO Dive

Finance leaders can operate most effectively if they have an independent relationship with directors, but managing that relationship without violating the chain of command is different in every organization.

CFO 261
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Set Up a Nonprofit Chart of Accounts (Free Template)

The Charity CFO

If you’re brand new to nonprofit accounting, the Chart of Accounts might be the best place to start. Because even if you only have one bank account, bill, investment, or expense, you’ll need one. What is a Chart of Accounts? It’s a list of the accounts you use in your organization to track your financial transactions. Specifically, it tracks your assets, liabilities, income, expense, and equity. .

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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Key data and privacy risks firms face after an acquisition

Private Funds CFO

Data risk: are you acquiring an asset or a liability?

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5 steps to develop a business partner mindset

Jedox Finance

If you want to become a successful business partner that shifts the finance department from a cost center to a profit driver, you need to change your mindset and self-image. Learn from Anders Liu-Lindberg what it takes for successful change. What is business partnering? What is a business partner? Known from IT and human resource planning, the term business partner is also increasingly significant for the new role of controllers.

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When did CFOs become the guardians of organizations?

CFO Dive

The future where CFOs will be value architects and builders in the digital world, rather than ledger-keepers, is not hard to imagine anymore.

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Critical lessons in finance leadership in 2022

Future CFO

Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Alexander Bant , chief of research for CFOs at Gartner predicts that 2022 will be a make-or-break year for CFOs when it comes to unlocking the value of AI, hyperautomation, digital skills, continuous processes, and data management. Of course, technology has a role to play in the evolution of the CFO role and the development of the finance function.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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Proskauer beefs up reg practice in New York

Private Funds CFO

The firm has taken on a partner from Kirkland & Ellis to expand its regulatory capabilities.

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Jedox 2022.1 accelerates Model development and collaboration

Jedox Finance

The Jedox enterprise performance management (EPM) platform 2022.1 release supports your organization’s financial transformation. It reduces the effort and resources used by your planning process whether you are launching new solutions, developing increasingly comprehensive models, or sharing information across business units. The release enhances visibility and context within models and reports and introduces no-code options to make sharing relevant views of workbooks across the organization sim

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Fast-tracked private letter rulings offer corporations respite from IRS delays

CFO Dive

While the promise of a speedier program is a bright spot during a time of IRS backlogs, the PLR process is not an avenue that financial executives can use to make an end-run around unrelated delays, said Buck Buchanan, managing director in Grant Thornton’s national tax office.

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Employee Spotlight: Meet Dana Tong

FISPAN

For our February Employee Spotlight feature, we’re introducing FISPAN’s Corporate Controller, Dana Tong. Dana joined FISPAN at the height of the pandemic in 2020, having previously worked in the accounting field for several years with local businesses in Vancouver. Since then, Dana has successfully built FISPAN’s accounting and finance departments from the ground up.

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Bringing AI to Finance: How to Leverage Technology for Efficiency and Control

Finance teams are balancing more than ever, but manual processes shouldn’t slow you down. In this ebook from BILL, discover how AI is transforming finance—automating AP, expense tracking, and document management to reduce errors, increase efficiency, and improve financial control. Learn how real companies are using AI-powered automation to streamline workflows, detect anomalies, and gain deeper insights.

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Family offices exploring NAV loans as secondaries alternative

Private Funds CFO

This largely institutional market has seen a spike in enquiries from family offices and high-net-worth individuals, according to speakers at the Fund Finance Association Symposium.

Finance 130
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Building Out Your Oil & Gas Accounting Function

Embark With Us

Finance and accounting are meticulous endeavors. Or at least they should be. They also happen to carry some pretty hefty weight on their broad shoulders – i.e. the viability of your entire organization – so precision and attention to detail are essential.

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Revenue recognition still gets companies in most SEC trouble

CFO Dive

In another finding, the Securities and Exchange Commission’s data-mining EPS initiative makes only one catch last year, a Cornerstone Research analysis shows.

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The 2Cs of FP&A leadership in 2022

Future CFO

“Life challenges us, so that we become enlightened. And by recognizing our true intrinsic nature — our transcendent potential — life becomes clarified in a manner that allows us to be an agent of change, not only for ourselves, but for many.” ? Ray Byfield , This Business of Life and Business. For some calling 2020-2021 as challenging times may be an understatement.

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Say ‘Goodbye’ to Clunky Spreadsheets and Say ‘Hello’ to Month-End Automation

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, emails, and shared drives no longer need to slow you down. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Coverage Highlights

Private Funds CFO

Top recent stories from Private Funds CFO.

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From CFO to CEO: Find Your Best Path Forward

Embark With Us

It's such a different world than just a decade ago. With so many social, economic, political currents swirling around furiously in the same vast pot – not to mention a global pandemic – the 2020s make the 2010s seem like a quaint 50s sitcom. And all the while, CFOs and CEOs have had to learn on their feet , just in significantly different ways.

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Boards face more challenging 2022 proxy season on ESG

CFO Dive

Company leadership should enter the proxy season ready to handle numerous shareholder proposals on sustainability and such political activities as lobbying and campaign contributions, the Conference Board said.

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Automation drives finance optimisation

Future CFO

Co-produced by Sukhpreet Kaur, community manager, CXOCIETY. Deloitte’s updated Finance 2025: Digital transformation in finance lists eight predictions revolving around digital technologies. Four of the predictions have automation at the heart of the prediction: The finance factory: Transactions will be touchless as automation and blockchain reach deeper into finance operations.

Finance 97
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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.