Sat.Apr 05, 2025 - Fri.Apr 11, 2025

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Anatomy of a Market Crisis: Tariffs, Markets and the Economy!

Musings on Markets

I was boarding a plane for a trip to Latin America late in the evening last Wednesday (April 2), and as is my practice, I was checking the score on the Yankee game, when I read the tariff news announcement. Coming after a few days where the market seemed to have found its bearings (at least partially), it was clear from the initial reactions across the world that the breadth and the magnitude of the tariffs had caught most by surprise, and that a market markdown was coming.

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Insurers’ Big Bet On Alternative Investments

Global Finance

Faced with low yields, insurers are deepening ties with private equity and asset managers, turning to alternative investments amid regulatory headwinds. Life insurance companies used to be conservative investors. For decades, they relied on long-term bondssafe, steady, and predictableto match their policy obligations. But as interest rates plunged following the 2008 financial crisis, traditional investment models no longer delivered sufficient returns.

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Trending Sources

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What Every CFO Should Know to Protect the Business (and Their Career) 

CFO Talks

What Every CFO Should Know to Protect the Business (and Their Career) You dont need to be an actuary or compliance expert to understand risk. But if youre a Chief Financial Officer, you absolutely need to know how to spot it, shape it, and shield your organisation from it. Risk management isnt a luxury, its a core leadership function. And ignoring it can be the fastest way to damage not only your business, but your own professional credibility.

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In focus: Innovation initiatives as priority in 2025

Future CFO

Amid the pool of priorities that finance leaders have to juggle in 2025, innovation initiatives came on top. In a poll conducted by Cxociety during the recently concluded 5th Annual FutureCFO Conference in the Philippines, with the theme Pathways Towards Differentiated Success, 37% of the respondents believe innovation initiatives require the most focus to balance strategic priorities in the Finance function.

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8 Pillars of Leadership Development

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.

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I Bond’s variable rate will rise to 2.86% on May 1

Tips Watch

By David Enna, Tipswatch.com This is a breaking news report that I will be updating through the morning. When this message disappears, my work will have been completed. The inflation-adjusted variable rate for the U.S.

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What is Finance Transformation and How Can it Improve Your Processes?

The Finance Weekly

Still stuck with outdated, manual financial processes that eat up your time and increase the risk of costly errors? You're not aloneand theres a smarter way forward. Finance transformation is redefining how modern finance teams operate. It empowers you to move faster, reduce errors, and focus on driving strategic value.What is Finance Transformation?

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Asia-Pacific: Economic Growth Taking Off

Global Finance

The region is set to drive global economic growth, powered by its population and tech sector. The Asia-Pacific region (APAC) will lead global economic growth over the next 15 years thanks to several factors, some of which are already manifest and some of which have yet to emerge. APACs growth will stem from four key large-scale trends: urbanization, connectivity, the energy transition, and the looming baby bust.

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Driving M&A Success: Insights for Corporate Development Executives

E78 Partners

The webinar “Driving M&A Success: Insights for Corporate Development Executives,” hosted by E78, featured experts Scott Whitaker and Stefan Hofmeyer, who shared their extensive experience in M&A integration and transaction advisory. This session aims to enhance attendees understanding of post-merger integration (PMI) considerations and best practices, drawing from a global M&A success survey conducted with 115 senior executives, primarily from mid-market and Fortune 500 c

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

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Smart Tech + Human Expertise = How to Modernize Manufacturing Without Losing Control

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

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Consumer sentiment plummets, inflation expectations soar amid trade war

CFO Dive

“There’s been a sharp decline in consumer sentiment, and business sentiment measures have weakened too,” New York Federal Reserve Bank President John Williams said.

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The Nonprofit Budget Balancing Act: Crafting Budgets for Fundraising Success

The Charity CFO

The Nonprofit Budget Balancing Act: Crafting Budgets for Fundraising Success Nonprofit leaders know all too well that crafting budgets isnt just about numbersits about storytelling. When it comes to securing funding, your budget serves as a narrative tool, helping funders understand your mission, your needs, and your impact. But the challenge lies in the fact that not all funders want to see the same story.

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The Treasury market is crumbling. Why?

Tips Watch

By David Enna, Tipswatch.com Just a week ago, in the early stages of our brand-new “Tariff Crisis,” the stock market was falling sharply and the U.S.

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Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self”

Nerd's Eye View

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. However, starting with these questions can have unintended consequences.

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

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.

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DOGE poses danger to FTC data, fired commissioners say

CFO Dive

The pair, who served as Democrats on the commission, said they were “deeply concerned” that DOGE may access confidential business data at the FTC.

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MiB: Anthony Yoseloff, Davidson Kempner CIO

Barry Ritholtz

This week, I speak with Anthony Yoseloff , Managing Partner and CIO of Davidson Kempner. Tony joined the firm in 1999. He holds a J.D. from Columbia Law School and an M.B.A. from Columbia Graduate School of Business Administration. Aside from his time at Davidson Kempner, Tony also holds various board seats, including the Board of Trustees of Princeton University and the Board of Directors of PRINCO.

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NFRA urges auditors to strengthen identification, disclosure, and fraud prevention in related party transactions audits

CFO News

NFRA has called for stronger scrutiny and transparency in related party transactions (RPTs) through its latest Auditor-Audit Committee Interaction Series. The report highlights critical risks, urging auditors, audit committees, and management to ensure compliance and prevent fraud. One pressing question raised is: How can auditors effectively identify and prevent fraudulent RPTs?

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Evolving CFOs: Driving sustainable growth and cost-efficiency

Future CFO

Chief financial officers, with their role continuously evolving , are expected to champion sustainability initiatives, integrating ESG factors into their financial planning and reporting processes. Finance leaders now are faced with the task of identifying and mitigating ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation's ESG performance to stakeholders.

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The AI Race Isn’t Just About Tech Superiority – Its the Supply Chain, Stupid!

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.

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FASB sets clock for derivatives rules update

CFO Dive

Existing accounting standards have led to “scope creep,” with derivative standards being applied too often, FASB Chair Richard Jones said.

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1087: Why Finance Needs a Seat at Every Table | Tony Jarjoura, CFO, Gigamon

CFO Thought Leader

It was the kind of boardroom moment that separates finance professionals from finance leaders. Tony Jarjoura, now CFO of Gigamon, found himself surrounded by audit committee members as a dense, highly technical tax strategy unraveled before them. Despite having pored over legal memos and internal reviews, the room still looked puzzleduntil Tony spoke.

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Making Sense of Complexity: How CFOs Build Clarity Across the Business

CFO Talks

Making Sense of Complexity: How CFOs Build Clarity Across the Business In todays fast-paced and data-rich environment, the role of the Chief Financial Officer has evolved into something far more dynamic than traditional financial oversight. While accuracy, control, and compliance remain core responsibilities, the modern CFO is also a strategic communicator someone who can turn financial complexity into actionable insight.

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What to Expect During the MCA Loan Refinancing Process

CSC Advisors

Business owners often consider Merchant Cash Advance (MCA) loans a fast and flexible option. However, their high costs and daily repayment structures can quickly become burdensome for many business owners. Fortunately, the MCA refinancing process offers a way to reduce these financial pressures. By refinancing, business owners can regain control of their cash flow and ensure long-term financial stability.

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2025 Global Finance Leaders Survey

79% of finance leaders we surveyed say they play a multifaceted role—ensuring financial stability, managing risk, and enabling transformation. In our 2025 Global Finance Leaders Survey, 751 global leaders shared their biggest challenges, top priorities, and outlook for the year ahead. Here’s what you’ll learn in the survey report: An in-depth look at different leadership approaches and what they mean for finance leaders Top challenges facing finance leaders, from data reliability to talent manag

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Spirit Airlines CFO, COO, GC to step up after CEO exits

CFO Dive

The budget airline, recently emerged from bankruptcy, picked the trio of senior executives to handle CEO responsibilities until a new chief executive is found.

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The five biggest challenges for revenue recognition in 2025

Future CFO

Finance heads are now expected to elevate their tools and processes as they navigate their way around new models for revenue recognition. According to automated revenue recognition software developer RightRev , modern solutions allow businesses to support evolving models, adapt fast, and stay competitive, but these models bring complexity which end up making finance teams to rethink their strategies.

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Fraud Happens — Hopefully Not on Your Watch 

CFO Talks

Fraud Happens Hopefully Not on Your Watch You dont need a full-blown scandal to put your career on the line. Sometimes, all it takes is one case of fraud missed under your watch. As CFO, you’re not just managing the numbersyou’re the last line of defense between your organisation and reputational, regulatory, or even criminal fallout. Fraud is rarely dramatic at first.

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Expanding Your Preschool: How to Finance New Locations or Upgrades

CSC Advisors

Expanding your preschool or upgrading facilities is a significant step toward long-term growth and success. However, preschool financing can often be a challenge. Strategic planning on how to finance these upgrades becomes essential since financial hurdles can delay or deter exciting opportunities. With expert guidance, such as from Cornerstone Capital Advisors, preschool owners can access practical and tailored funding solutions.

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How to Set Better OKRs and Drive Results

Before you can achieve success, you have to define it. Objectives and Key Results (OKRs) give you the framework to do just that. Paycor’s free guide includes a step-by-step process leaders can use to work toward – and achieve – their loftiest business goals.