Sat.Feb 08, 2025 - Fri.Feb 14, 2025

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How to Reduce Credit Risk in Today’s Economy 

CFO Talks

How to Reduce Credit Risk in Todays Economy The economy today is unpredictable, with rising prices, high interest rates, and many businesses and individuals struggling to pay their bills on time. In such an environment, companies that offer creditallowing customers to buy now and pay latermust be especially cautious. When customers fail to make payments, businesses face financial losses, cash flow problems, and even the risk of closure.

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Building back: Leadership in good and bad times

Future CFO

It was supposed to be the merriest time of the year in 2019 when Typhoon Odette , or Super Typhoon Rai , hit the Philippines. With a wind speed of 316km/h and a 5-meter storm surge, it was one of the most powerful typhoons ever recorded, displacing over 4 million people, and causing damage to infrastructure across a huge area of the country, especially in Cebu.

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Trending Sources

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How to build your treasury playbook for a competitive edge

CFO Dive

Companies often focus on boosting sales or streamlining operations, but have you considered the role of the finance team?

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How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update

Nerd's Eye View

To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offers the greatest flexibility in how it can be completed.

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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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FM Nirmala Sitharaman tables new income tax bill 2025 in parliament, seeks committee formation for review

CFO News

In a major development, Finance Minister Nirmala Sitharaman has tabled the much-anticipated Income Tax Bill 2025 in the Indian Parliament today. The bill, which introduces substantial changes to the existing income tax framework, aims to overhaul the current system with new provisions and adjustments. Sitharaman has also requested the Lok Sabha Speaker to nominate members for a standing committee tasked with reviewing the provisions of the newly presented bill.

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1071: Empowering Finance: Lessons from the Automation Edge | Ashim Gupta, CFO, UiPath

CFO Thought Leader

Ashim Gupta, who has evolved from a pre-IPO CFO to now serving as both CFO and COO, is busy redefining the role of finance in driving growth and innovation. Initially focused on strict financial discipline, Guptas responsibilities have expanded to integrate long-term growth initiatives with day-to-day operational execution. In our discussion, Gupta explains that funding AI projects at UiPath is guided by a rigorous evaluation framework.

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How do The Best CFOs Think Strategically and Communicate Well?

CFO Selections

Which characteristics do the best CFOs share? What should you look for when hiring a CFO or bringing fractional financial leadership on board? As a Director of Finance, which skills should you look to bolster if you want to keep progressing in your career? Obviously, the exact skills that a CFO needs to succeed in a specific role will vary based on factors like industry, company size and growth stage, and makeup of the c-suite team, but one commonality is that they all think strategically and co

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Navigating the Seasonal Revenue Rollercoaster

CFO Plans

Unlock Strategic Financial Planning Tips to turn seasonal challenges into opportunities for growth and innovation in the hospitality and retail sectors. In the vibrant and dynamic worlds of hospitality and retail, businesses often find themselves on a thrilling rollercoaster of seasonal revenue fluctuations. Imagine a lively beachfront caf bustling with sun-kissed tourists in the summer, only to face the quiet whispers of fall as the colder months roll in.

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Optimism Among Gamblers & Investors?

Barry Ritholtz

You might have been bored by the not-so-Superbowl last night (at least the better team won this year). Several non-football fans went to see the Becoming Led Zeppelin documentary (they raved). But neither the game nor Zep’s origin story was the biggest story last night. Rather, the most intriguing aspect of last night was the gambling. Sports betting on Super Bowl LIX (2025) was estimated at more than $1.5 billion — a 15% increase compared to 2024.

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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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Strategic CFOs must build ‘complementary’ finance teams: Gartner

CFO Dive

For CFOs to meet their strategic goals, they must think differently about the skills they need in the finance function.

Finance 296
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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

When the Social Security Fairness Act was signed into law on January 5, 2025, it came as a relief to many recipients of state or local government pensions whose Social Security benefits had been, up until now, reduced by the Windfall Elimination Provision (WEP) for individuals claiming retirement benefits under their own name, or the Government Pension Offset (GPO) for those claiming spousal or survivor benefits under a current or former spouse's name.

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Conquer Complexity Through Real-Time Data with Cloud ERP

Navigator SAP

Theres a lot of complexity in a modern business. But real-time data with cloud ERP can help businesses cut down on this complexity. First, though, lets talk about the problem. Businesses today are more complex than ever, and there are a number of reasons for this complexity.

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Automated Financial Reporting: A call to Excellence

CFO Talks

Automated Financial Reporting: A call to Excellence By Lutic Molo Mosoane When I reflect on the evolving business landscape, I am reminded of the pivotal role financial reporting plays. As someone passionate about justice and precision, I find parallels between dismantling societal injustices and addressing inefficiencies in business processes. Both require a commitment to excellence, a refusal to accept the status quo, and a vision for transformation.

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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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OneStream sees high demand despite ‘near-term headwinds’

CFO Dive

“If there’s a growing sense of uncertainty [among CFOs], we’re probably going to feel it a little bit first,” said Tom Shea, the finance software maker’s CEO.

Finance 250
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Weekend Reading For Financial Planners (February 15–16)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or a life transition.

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Cash flow management as a top threat to organisational growth

Future CFO

Cash flow management has emerged as a top financial risk that poses the greatest threat to organisational growth, according to a report by insurance company Chubb. In the Chubb Risk Decisions 360: Emerging Risks that Can Impede Sustainable Company Growth report, which polled senior risk management or insurance purchaser decision-makers, to seek clarity on the emerging risks that can impede sustainable company growth, it was revealed that there is a huge concern among executives involving cash fl

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European Banks Pursue Mergers To Gain Competitive Edge

Global Finance

Lenders across Europe are ramping up M&A efforts to scale operations, strengthen balance sheets, and navigate an evolving financial landscape. The European banking sector is experiencing a wave of consolidation as institutions seek to bolster their market position, expand their asset base, and improve returns. With interest rates stabilizing and capital reserves at healthy levels, banks are taking advantage of strategic acquisitions to fuel growth and enhance profitability.

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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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Southwest appoints Breeze Airways alum to CFO chair

CFO Dive

The new CFO joins the budget-friendly airline as it aims to realize $500 million in cost savings while facing inflationary pressures and challenges to its fleet capacity.

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Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question!

Musings on Markets

In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value.

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Taking a strategic approach to AI adoption

Future CFO

As businesses navigate their way around various technological advancements, finance teams are faced with the task to integrate analytics and automation into their existing processes, determining at the same time which specific system to transform first for maximum operational impact. New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress.

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MiB: Christine Phillpotts, Ariel Investments

Barry Ritholtz

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. She is also Senior Research Analyst for Consumer and Real Estate across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets.

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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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Pathward CFO: Pulling back the strategic curtain

CFO Dive

Building a strong talent foundation is key to successfully executing one's business strategy, Pathward CFO Greg Sigrist said.

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Data Update 7 for 2025: The End Game in Business!

Musings on Markets

I am in the third week of the corporate finance class that I teach at NYU Stern, and my students have been lulled into a false sense of complacency about what's coming, since I have not used a single metric or number in my class yet. In fact, we have spent almost four sessions (that is 15% of the overall class) talking about the end game in business.

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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.

Nerd's Eye View

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, is how his two decades of experience supporting financial advisory firms has helped him uncover best practices for founders and su

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The Foundations of Effective Corporate Governance 

CFO Talks

The Foundations of Effective Corporate Governance Corporate governance might sound like a complex business term, but at its core, its simply about how a company is managed and controlled to ensure it runs fairly, responsibly, and successfully. It is the system that ensures those in charge make ethical decisions, protect stakeholders, and guide the company toward long-term success.

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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.