Sat.Dec 28, 2024 - Fri.Jan 03, 2025

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PodChats for FutureCFO: Becoming a transformative finance leader in 2025

Future CFO

Financial transformation has emerged as a critical imperative for organisations in 2024, driven by the need to adapt to rapidly changing economic conditions, technological advancements, and evolving business landscapes. This 2025, CFOs in Asia face unprecedented challenges in navigating a landscape shaped by rapid technological advancements, evolving consumer behaviours, and heightened regulatory demands.

Finance 98
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“Nobody Knows Anything,” Wall Street Strategist Edition

Barry Ritholtz

A regular theme around these parts is “ Nobody Knows Anything. ” Specifically, nobody knows what will happen in the future. This is true about equity and bond markets, specific company stocks, and economic data series. We do not know which geopolitical hot spot will erupt in turmoil; we have no idea where or when the next natural disaster will hit.

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Trending Sources

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Why Breaking Even Might Be Your Biggest Business Mistake

CFO Plans

Unlock Your Business’s Full Potential with CFO Plans The Danger of a Break-Even Mindset in Business In the dynamic world of financial services, business owners often fall into a common trap: focusing solely on breaking even. While balancing costs and revenues seems wise, this mindset can limit your business to mediocrity, hampering growth and innovation.

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Milei Ends Argentina’s Deficit After 123 Years

Global Finance

When Javier Milei was elected president of Argentina in 2023, many believed the nation was headed toward disaster. A libertarian economist and TV personality who claimed to take telepathic advice from his five cloned English mastiffs, Milei also described himself as an anarchocapitalist and tantric sex guru. He also advocated for the legalization of organ sales, the unrestricted ownership of firearms and the dismantling of the central bank.

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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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LATEST News on the BOI Reporting

KG Virtual CFO

By: Katishia Gallishaw, MSA This post was updated on December 30, 2024. As we kick off 2025, there's been a significant development in the world of business compliance. The Beneficial Ownership Information (BOI) reporting requirement, under the Corporate Transparency Act (CTA), has faced yet another legal twist. On December 26, 2024, the U.S. Court of Appeals for the Fifth Circuit reinstated a nationwide injunction, effectively pausing the enforcement of BOI reporting requirements.

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Sustainability profession at ‘crossroads’ amid stiff compliance: Trellis

CFO Dive

Compliance is becoming a bigger part of a sustainability executive’s role, coupled with greater oversight from legal and CFO teams, according to the research firm.

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Digital Commerce Platform Market Analysis 

Navigator SAP

The digital commerce platform market grew by 11.5% in 2023, reaching $8.9 billion. Although growth rates have moderated compared to the pandemic surge, the sector remains poised for steady expansion, with projections for increased revenue into 2024 and 2025. This summarized analysis evaluates the competitive landscape, focusing on SAP S/4HANA Cloud Public Cloud while highlighting key competitors in the space.

Marketing 130
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2024: An inflation-watcher’s year in review

Tips Watch

By David Enna, Tipswatch.com This year 2024 brought many surprises. For example: The year 2025 is bringing uncertainty.

Treasury 117
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2025: What can the Indian business world expect?

CFO News

As we step into 2025, seasoned finance expert Robin Banerjee provides a clear-eyed assessment of India's economic prospects. In this insightful piece, he navigates key trends and challenges, offering a balanced outlook on business, growth, and global influences.

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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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Avoiding The M&A Failure Trap: Q&A With NYU’s Baruch Lev And SUNY Buffalo’s Feng Gu

Global Finance

Baruch Lev is Philip Bardes professor emeritus of Accounting and Finance, Kaufman Management Center, Leonard N. Stern School of Business at New York University. Feng Gu is chair and professor of Accounting and Law at the School of Management, State University of New York at Buffalo. Together, they recently published The M&A Failure Trap: Why So Many Mergers and Acquisitions Fail, and How the Few Succeed (Wiley).

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Apartment REIT UDR’s CFO takes on chief investment officer role

CFO Dive

The Colorado-based real estate investment trust is on the hunt for a new finance chief to succeed Joseph Fisher.

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The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed

Nerd's Eye View

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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Arthur Zeikel’s Investing Rules

Barry Ritholtz

Arthur Zeikel was a founding principal of Standard & Poor’s/InterCapital, Inc., and served as Chairman of the Board. He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He was an adjunct professor at NYU STern School of Business. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition.

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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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Startup lessons in the failure of Bench Accounting

CFO Share

Imagine waking up a few days after Christmas, toddlers running around your house, tripping on toys, and thinking only about coffee. You take your first sip, open the headlines on your phone, and discover your largest competitor suddenly ceased operations. That happened to me last week, and I nearly spat my coffee out. Bench’s recent and unexpected closure , once a dominant force in the outsourced bookkeeping industry, has sent shockwaves through my industry.

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SEC gives PCAOB more leeway in de-registering accounting firms

CFO Dive

A new rule could trigger withdrawal of PCAOB registrations beginning in the fall of 2026, the SEC said.

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Breaking News: BOI Reporting is Back with Extended Deadlines

KG Virtual CFO

By: Katishia Gallishaw, MSA As we kick off 2025, there's been a significant development in the world of business compliance. The Beneficial Ownership Information (BOI) reporting requirement, which was temporarily paused, is now back in effect. Here's what you need to know about this crucial update. The Lawsuit and Its Resolution A lawsuit had temporarily blocked the enforcement of the Corporate Transparency Act (CTA) and its BOI reporting requirements.

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MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James

Barry Ritholtz

This week, we speak with Sunaina Sinha , Global Head of Private Capital Advisory at Raymond James. Prior to joining Raymond James, Sunaina founded Cebile Capital , which was acquired by Raymond James in 2021. She was named one of the 50 Most Influential People in Private Equity for 2 years in a row by Dow Jones Private Equity News. She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023.

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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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Onwards to 2025: Embracing the shifts in payments systems

Future CFO

The Philippine payments landscape is expected to witness a more seamless, secure, and interconnected setting in 2025, according to a forecast by Visa , and amid a rapidly changing digital economy, this is driven by technological advancements and evolving consumer behaviour. Visa says this reflects a broader movement toward efficiency and inclusivity, reshaping how organisations engage with digital transactions.

Finance 98
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Jobless claims fall to eight-month low, signaling steady labor market

CFO Dive

Traders in interest rate futures have increased the probability that Fed policymakers this month will hold the federal funds rate at its current level.

Marketing 269
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Rewind 2024: Apple in India makes significant strides amid premiumisation, PLI push, retail expansion

CFO News

Within the electronics sector, smartphone exports have recorded a 45 per cent increase in exports as leading players such as Apple expand production in the country. Apple's entry into India, supported by its vendors Foxconn, Pegatron, and Tata Electronics, has boosted smartphone exports this year.Apples iPhone production reached $10 billion in the seven months of this fiscal (FY25), with $7 billion in exports alone which is a record.

Retail 40
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The Average CFO Salary (2025) + 27 Key CFO Interview Questions

Driven Insights

What's the average Chief Financial Officer (CFO) salary in the United States in 2025? Well, the typical CFO salary depends on the size of your business and whether your business is located in Keya Paha, Nebraska (lowest salary) or San Francisco, California (highest salary) and what CFO professional services you require.

CFO 52
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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.

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How ERP Helps with Customer Outcomes

Navigator SAP

Businesses often frame a new enterprise resource planning solution (ERP) as an operational efficiency initiative. While ERP does improve operations through system-wide automation, end-to-end visibility, and AI-driven analytics, among other areas, it plays an equally large role in improving customer outcomes. ERP is a customer-focused solution, not just an efficiency solution.

Planning 252
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Indiana health system ex-CFO to get $6.3M whistleblower settlement

CFO Dive

As part of a $145.7 million settlement, CHN will pay $6.3 million to its ex-CFO, with attorney fees still to be determined, the company said.

CFO 161
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2024: A year of farewells, separation, failed union, M&As for corporate India

CFO News

Unprecedented bribery charges, farewells, separation, failed union, monumental mergers and record-breaking IPOs, along with a healthy dose of online happenings in the form of spat and lessons in customer care, corporate India saw it all in 2024. In between the cycle of quarterly results and the chase for growth amid dynamic market conditions, India's industry leaders reinforced their belief in the country as the best-placed nation in the world for future growth.

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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests that, in addition to reviewing their marketing tactics to see if they are reaching their ideal target prospects, firms might consider evaluating the

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?