Sat.Feb 17, 2024 - Fri.Feb 23, 2024

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AI opportunities for the future in finance

Future CFO

A survey in accountancy and finance on current workplace and career challenges conducted by the Association of Chartered Certified Accountants (ACCA) reveals what's happening at work right now for accountants and finance professionals. In this video, Jamie Lyon , Head of Skills, Sectors and Technology at ACCA, and survey participant M. Subash – Director finance at DELL Technologies in India discuss the AI opportunities for the future in finance.

Finance 52
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What Does a Nonprofit CFO Do?

CFO Selections

Our team is used to discussing what’s included in a CFO’s job description. But this type of conversation usually centers around the commonalities that unite all CFO roles, not the nuanced differences for a specific industry or type of organization. But when talking about what a CFO for a nonprofit does, there are some unique elements to the role that are important to understand.

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Trending Sources

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976: A Troubleshooter’s Guide to Financial Leadership | Craig Wert, CFO, Jobber

CFO Thought Leader

Lessons from Craig Wert’s finance career reveal the power of adaptability, problem-solving skills, and the ability to seize opportunities in unexpected places. Having started his career without a clear road map to the future, Wert later found that his liberal arts background and early experiences in investment banking had laid a good foundation for a career that might have led in any number of directions.

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All-Time Highs Are Historically Bullish

Barry Ritholtz

A quick note to answer this question: What happens after markets make a new all-time high (after a year w/o one)? Check out the table above, via Warren Pies. He spoke with Batnick and Josh earlier this month. Going back to 1954, markets are always higher one year later – the only exception was 2007. That was after housing had peaked, subprime mortgages were defaulting, and the great financial crisis was about to start.

Economics 139
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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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5 Shocking Ways Outsourced Accounting Saves You Money!

CFO Network

5 Shocking Ways Outsourced Accounting Saves You Money! Efficiency and cost-effectiveness are crucial to staying competitive in the fast-paced business world. One area where many businesses can optimize their operations and cut costs is accounting. Outsourced accounting has emerged as a game-changer for businesses of all sizes. This blog will explore the surprising ways outsourced accounting can save money.

More Trending

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How ERP Supports Lean Management Manufacturing

Navigator SAP

There are many ways to drive profitability in manufacturing, but one of the most widely used is the lean manufacturing methodology which focuses on cutting unneeded processes for a focus on what really matters for production. The use of a manufacturing execution system in resource planning, specifically an enterprise resource planning solution (ERP), helps manufacturers achieve the goals of a lean approach.

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30-year TIPS auction gets real yield of 2.20%, highest in 14 years

Tips Watch

By David Enna, Tipswatch.com The Treasury’s auction of a new 30-year Treasury Inflation-Protected Security — CUSIP 912810TY4 — generated a real yield to maturity of 2.20%, the highest for this term at auction since February 2010.

Treasury 113
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India Inc behemoths lead private capex push, but is it enough?

CFO News

Earlier industry experts wanted the government to spend, now the gears have changed they want India Inc to spend. Large corporations have shown their commitments but India certainly needs private capex push. Here is my view.

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More than half of accountants make several errors each month: Gartner

CFO Dive

Accountants with excessive workloads tend to err through manual mistakes, lax review of records or misinterpretation of data, Gartner said.

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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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CFO Share - Untitled Article

CFO Share

Why Businesses Fail Financially “Running out of cash” is the most common cause for business failure. But cash shortfalls are actually a symptom of deeper, systemic problems rather than just a standalone issue. Throughout our years of providing CFO services we’ve seen three gross management errors cause the majority of business failures. Here are the causes, symptoms, and remedies to help you avoid the embarrassment of a failing business. 1.

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For the right investor, this week’s 30-year TIPS auction looks attractive

Tips Watch

Caution: Consider carefully the long term and high volatility. By David Enna, Tipswatch.com The U.S. Treasury on Thursday will offer at auction $9 billion in a new 30-year Treasury Inflation-Protected Security.

Treasury 109
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2024 Aston Martin Vantage

Barry Ritholtz

Over the past few years, my automotive focus has been drawn from achingly beautiful classic cars , toward something newer: Hybrids, EVs, and assorted new technologies. I like to keep current, and that means tracking recent trends and developments in the automotive industry. But when the most beautiful car I have seen in decades comes along — and has a beastly 656+ HP — well, I revert to my default petrolhead status and drool something that sounds like arghgeghh … The photos are

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‘Maverick’ SaaS spending by workers can waste millions: Vertice

CFO Dive

A company with more than 2,000 employees wasted, on average, as much as $4.3 million on underutilized SaaS licenses in 2023.

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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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Weekend Reading For Financial Planners (February 24-25)

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 both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs with at least $1 billion of AUM managing 71% of total RIA assets.

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Kotak Mahindra Bank appoints Devang Gheewalla as CFO

CFO News

Devang Gheewalla named as new CFO of Kotak Mahindra Bank, succeeding Jaimin Bhatt, effective April 1, 2024.

CFO 98
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A Primer for finance managers to chart the sustainability journey in Asia

Future CFO

The buzzwords ESG and sustainability have been used interchangeably in news reports and government policies nowadays. Both are related concepts, but they differ significantly in scope and connection with the business operations. ESG refers to frameworks that are used to direct a firm’s resource allocation as well as evaluate its performance and impact in environmental, social, and governance areas.

Finance 98
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New Prophix CFO: championing the ‘data steward’ shift

CFO Dive

The “bird’s eye view” of the business provided by finance chiefs makes them ideal choices as stewards of data, Prophix CFO Aaron Levine says.

CFO 281
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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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Highlights From The 2024 T3 Advisor Conference

Nerd's Eye View

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference focused heavily on the relationship between financial advice and its accompanying fintech, covering everything from how AI and other tech developments are changing the advisor landscape in unprecedented ways to the importa

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Bandhan Bank appoints Rajeev Mantri as CFO

CFO News

Mantri, previously CFO at Citi India for three years, brings 25 years of banking experience to his new role as CFO at Bandhan Bank.

CFO 97
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Navigating the EPM labyrinth: A guide for modern finance leaders

Future CFO

The financial landscape is evolving at breakneck speed, driven by big data, globalisation, and digitisation. The pressure on finance leaders to deliver strategic insights and ensure compliance is mounting in this dynamic environment. Photo by Jakub Zerdzicki This makes Enterprise Performance Management (EPM) a powerful ally for CFOs. Gartner defines it as “the process of monitoring performance across the enterprise to improve business performance.

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Lufthansa CFO to step down amid board reshuffle

CFO Dive

The airline is overhauling its executive leadership team in the face of repeated labor strikes by its ground staff in its home country of Germany.

CFO 271
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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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FinCEN’s New 2024 Requirement For State-Registered RIAs (And Other Small Businesses) To Report Beneficial Ownership Information (BOI)

Nerd's Eye View

In 2021, Congress passed the Corporate Transparency Act, which, for the first time, required small business entities such as LLCs and corporations to report identifying information on their "beneficial owners" (i.e., those who own at least 25% of, or who otherwise exercise substantial control over the business). The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Owners

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India on track to become $35 trillion, fully developed economy by 2047: Goyal

CFO News

Goyal hailed Prime Minister Narendra Modi’s relentless pursuit of twin tracks - strengthening the macroeconomic fundamentals of India to prepare the country for the future and focus on the welfare of the poor pertaining to food, healthcare and education.

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MiB: Andrew Slimmon, Morgan Stanley Investment Management

Barry Ritholtz

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee.

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Zevia taps new CFO amid growth push

CFO Dive

The CFO swap comes as Zevia fights to bolster growth amid financial challenges and competitive demand for healthier beverages.

CFO 270
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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.