Sat.Feb 15, 2025 - Fri.Feb 21, 2025

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PodChats for FutureCFO: Mining data intelligence – the secret sauce of finance transformation

Future CFO

Transformation imperatives tend to revolve around modernising processes and systems to enable more agile operations that can adjust to the increasingly unpredictable nature of day-to-day life, whether we mean unplanned downturns or new opportunities that, at times, seem to come out of nowhere. With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiati

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Negotiating Under Fire While Keeping Your Cool 

CFO Talks

Negotiating Under Fire While Keeping Your Cool Negotiating is tough enough, but when you’re under pressure, it can feel overwhelming. Whether youre negotiating a business deal, a salary, or even a contract, high-stress situations can lead to poor decisions. The good news is that with the right strategies, you can stay in control and achieve a successful outcome.

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Trending Sources

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KPIs vs Metrics: What's the Best Way to Monitor Performance?

The Finance Weekly

Thriving in business requires more than just data collection, it also needs to identify the figures that impact growth. Lets take a quick example from Amazon sellers analyzing data. They might track conversion rate as a Key Performance Indicator (KPI) to measure how effectively potential customers turn into buyers. Meanwhile, the click-through rate serves as a supporting metric, showing how many people click on a product listing after seeing it in search results.

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Return on Equity, Earnings Yield and Market Efficiency: Back to Basics!

Musings on Markets

While I was working on my last two data updates for 2025, I got sidetracked, as I am wont to do, by two events. The first was the response that I received to my last data update , where I looked at the profitability of businesses, and specifically at how a comparison of accounting returns on equity (capital) to costs of equity (capital) can yield a measure of excess returns.

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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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7 Reasons Every Startup Needs a Fractional CFO from Day One

CFO Selections

Executive Summary: In this article, well explore why every startup should consider hiring a fractional CFO from day one and discuss how a fractional CFO can help prevent costly mistakes that could derail a business. Launching a startup is an exhilarating journey, full of opportunity and innovation. However, the path to success is also fraught with financial complexities that can overwhelm even the most capable entrepreneurs.

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Building Networks & Nurturing Talent: Key CFO Insights from Amy Butte

CFO Thought Leader

Inside The Mentoring Round , Navan CFO Amy Butte recalls the unexpected responsibilities she faced at the New York Stock Exchange, underscoring how the CFO role extends beyond accounting. She reveals the importance of connecting with peoplewhether on a trading floor or in a finance functionand highlights the power of vulnerability in leadership. Butte also stresses looking 15 steps ahead to anticipate risks and opportunities, showing how modern CFOs can nurture community while guiding strategic

CFO 52
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Beliefs, Misconceptions & Behaviors

Barry Ritholtz

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025. I am very excited about this,my first book in 15 years. I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025.

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NFRA report flags audit lapses at PwC firms, highlights related party transaction and independence concerns; firms commit to improvements

CFO News

The National Financial Reporting Authority (NFRA) has published its 2023 audit inspection report on Price Waterhouse Chartered Accountants LLP (PWCA) and Price Waterhouse & Co Chartered Accountants LLP (PW & Co CA), highlighting issues related to the verification of related party transactions and adherence to independence standards. In response, both firms have committed to making necessary improvements to their audit processes and policies.

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Kitces & Carl Ep 158: Should Prospects Be Allowed To Move Forward If They Don’t Want To Think It Over First?

Nerd's Eye View

Many financial advisors approach prospect meetings with a mindset of giving potential clients ample space to consider the relationship before making any commitments. Asking them to "think it over" after an initial meeting is a common strategy designed to help clients feel comfortable and avoid the perception of being pressured into engaging in the relationship right away.

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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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Meta, Microsoft, Workday join latest wave of tech layoffs

CFO Dive

While 62% of tech CFOs surveyed plan job cuts, all said their organizations will probably expand overall headcount this year, according to a BDO study.

Planning 334
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Conquering the Complexity with Robotic Processing Automation (RPA)

Navigator SAP

A typical organization has hundreds if not thousands of standardized processes that are performed during the normal course of business. These include simple processes such as the issuing of invoices, and more complex processes like how a new employee should be onboarded. Many of these processes can be automated with robotic processing automation (RPA).

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Realigning financial strategies with Asia's economic shift

Future CFO

Asia, by 2040, is anticipated to be contributing 42% of global GDP, showing how the region is on the cusp of a new era and is on its way to expanding its global influence, according to McKinsey & Company. The global management consulting firm's analysis found that Asia could be home to 60% of the Fortune Global 500 companies and have 55% of the worlds total workforce.

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Get More Out Of Time-Tracking Software With Useful Data And Regain Control Of Your Time

Nerd's Eye View

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties. With only so many hours in a day and demands coming from every direction, it can be challenging to prioritize the most important things for growing an advisory firm.

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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 sharpen focus on supply chain strategies amid tariff threat: BDO

CFO Dive

Despite the potential costs from import duties, “CFOs remain optimistic about growth overall,” a BDO executive said.

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1073: AI, Agility & Ambition: The Making of a Data Center Powerhouse | John Wilson, CFO, Sabey Data Centers

CFO Thought Leader

It was a puzzle that John Wilson simply couldnt resist. Intel had long sold processors to the federal government on a commercial basis, but the rising importance of High Performance Computing (HPC) demanded a new approach. Undeterred by the maze of federal acquisition regulations, Wilson volunteered to stand up a dedicated government unit, a move that he tells us helped unlock cutting-edge HPC research.

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The Key to Effective Risk Management in Business with Chris Weeks, CFO Center UK

CFO Talks

The Key to Effective Risk Management in Business with Chris Weeks, CFO Center UK In the latest CFO Club podcast, we had the pleasure of hosting Chris Weeks from CFO Center UK. Chris shared invaluable insights into effective risk management strategies and how businesses can better prepare for uncertainty. Here are some key takeaways from our discussion: 1.

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Fix, Fine, Flourish: A Framework To Take Clients From (Just) “Fine” Staganancy To Being Engaged Again

Nerd's Eye View

When a client first begins working with an advisor, the relationship is often marked with a flurry of onboarding tasks, immediate issues to resolve, and long-term planning goals to establish. However, this heightened activity often settles into a familiar routine over time. And as clients come into monitoring meetings, they may increasingly describe their situation as "fine", with no pressing issues to address.

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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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Tax preparers urge Congress to protect IRS data amid DOGE advances

CFO Dive

Elon Musk’s Department of Government Efficiency has sparked privacy concerns as it has sought to tap into federal databases in its effort to cut costs and root out fraud.

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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Riol on Bloomberg Radio. 00:00:16 [Speaker Changed] This week on the podcast I have another extra special guest.

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The significance of ESG in Finance

Future CFO

As finance leaders take on the reign and oversee even non-financial strategic matters such as environmental, social, and governance (ESG), it is then important to take the magnifying lens and look into its significance in the department. FinDep Consult enumerates aspects how ESG plays out as a vital factor to consider for finance leaders when making crucial decisions for the organisation: Investor Perspectives FinDep Consult says investors focus onESG when making decisions as they look for the r

Finance 52
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#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

Welcome everyone! Welcome to the 425th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sebastian Guerra. Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. What's unique about Sebastian, though, is how his firm has implemented a financial planning quality control system, where a dedicated team member touches base wit

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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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Consumer sentiment slumps on fears tariffs will fuel inflation

CFO Dive

Long-run inflation expectations this month rose to 3.5% in the biggest month-over-month increase since May 2021, the University of Michigan said.

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Winning the Financial Game with Strategic Treasury Management in Volatile Times 

CFO Talks

Winning the Financial Game with Strategic Treasury Management in Volatile Times Businesses face constant financial ups and downs. Prices of goods, exchange rates, and interest rates can change quickly, creating uncertainty. Without proper planning, companies may struggle to pay bills, manage debts, or take advantage of new opportunities. Strategic treasury management helps businesses stay financially stable, even when markets are unpredictable.

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SAP Business One 2025 State of the Union - Webinar

Navigator SAP

In this webinar, Navigator Business Solutions provided a comprehensive update on the future of SAP Business One , sharing key insights on the product roadmap, cloud transition strategies, essential integrations, and pathways for business growth.

SAP 130
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What Makes a Great SAP Software Consultant?

Bramasol

In todays digital economy, businesses rely heavily on SAP consultants to guide them through complex ERP implementations, streamline processes, and maximize the value of their SAP investments. As one of SAP's longest serving partners with 28 years of helping corporate clients, at Bramasol we've developed a deep understanding of what makes a great SAP consultant.

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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.