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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
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.
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.
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.
Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage
This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.
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.
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
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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.
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.
Financial automation isn’t the future—it’s the now. BILL partnered with SMB Group to survey 750 US financial decision-makers and reveal how small and midsize businesses (SMBs) are using trends and insights to tackle challenges and drive growth. The responses are eye-opening! Download our 2025 State of Financial Automation report to uncover: Key automation trends for 2025 and beyond Top concerns and attitudes about automation How AI is driving smarter, faster decisions The challenges of the finan
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.
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As the Asia-Pacific region faces a financial revolution, micro-investments gain traction in transforming how people engage with financial markets. According to Krishna Nellutla , micro-investments, facilitated by fintech innovation, mobile-first platforms, and changing investor behaviours, is looking promising for the region amid an increasing emphasis on digital financial literacy, AI-powered wealth management, and democratized investing.
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.
Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.
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.
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.
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.
Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives
Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri
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.
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.
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
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
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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.
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.
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.
The race to dominate AI is no longer about who has the smartest algorithms — it's about who can build and scale faster. Behind every AI breakthrough lies a battle for resources: data centers, compute hardware, power, and telecom infrastructure. And right now, even tech giants are hitting a wall. Our latest white paper reveals the six critical supply chain elements that are increasingly separating AI leaders from the rest.
Intimately understanding the current state of the business while creating milestones to gauge progress is critical to a solid, long-term strategy, Cox Enterprises CFO Dallas Clement said.
Numbers Never Lie but They Rarely Tell the Whole Story For too long, financial analysis has been seen as a back-office functionprocessing numbers, producing reports, and ensuring compliance. While these tasks are necessary, they barely scratch the surface of what finance professionals can bring to the table. The real value lies not in reporting the past but in questioning, interpreting, and challenging financial data to drive better decisions for the future.
The Power of Mission Clarity in Nonprofit Fundraising In this enlightening episode of A Modern Nonprofit Podcast, host Tosha Anderson engages in a thought-provoking conversation with Erin Straza, CEO and Chief Donor Engagement Strategist for nonprofits at ErinStraza.com. The discussion centers around the crucial topic of making an organization’s mission compelling and irresistible to donors, offering valuable insights for nonprofit leaders and fundraising professionals.
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