As Claude expands into finance, outage raises risk questions

Anthropic’s push into Excel, ERP and institutional data workflows is accelerating while recent service disruption highlights dependency and governance considerations for CFOs. 

By Adam Zaki • March 3, 2026

Running a self-insured health plan: What finance actually owns

Switching to self-insurance turns managing health benefits into a hands-on responsibility, requiring careful planning, oversight and adaptability.

By Michael Paull • March 3, 2026

Explore the Trendline➔

Tax policy shifts: What CFOs need to know to stay ahead

Discover how evolving tax policies are creating new opportunities and challenges for CFOs.

By CFO.com staff

Chicago’s acting CFO registers city’s opposition to Bears bill

As Illinois and Indiana take up competing proposals to lure the football team, Chicago interim Chief Financial Officer Steve Mahr spoke out against one issued by his own state. Here's why.

By Dan Niepow • March 3, 2026

[PODCAST] The future of tax: What’s next for your team?

This podcast explores how technology and strategy are reshaping modern tax teams for a more efficient, future-ready function.

By CFO.com's studioID • March 3, 2026

The framework awaiting Berkshire’s next CFO: Trial Balance

After Warren Buffett’s exit, Greg Abel issues his first shareholder letter as CEO, outlining the capital discipline and balance sheet philosophy that incoming CFO Charles Chang will help lead.

By Adam Zaki , Lauren Muskett • March 2, 2026

Midsized companies enjoyed a range of operational improvements in 2025

In a survey, nearly all middle-market respondents said cash flow ended on a high note last year, though they remain on alert for continued risks.

By David McCann • March 2, 2026

Block’s job cuts come as mid-market CFOs question AI layoff assumptions

As one of technology’s largest AI-driven job cuts of the year takes shape, CFO Alliance roundtables show finance leaders discussing operating design and execution capacity before resizing teams.

By Adam Zaki • Feb. 27, 2026

How UCLA’s CFO exit unfolded

After CFO Stephen Agostini blew the whistle to the student newspaper over deficit projections and financial management concerns, UCLA removed him and denied his claims.

By Adam Zaki • Feb. 27, 2026

3 headwinds and tailwinds facing US economy: Goldman Sachs vice chair

From the persistence of tariffs to the promise of artificial intelligence, Robert Steven Kaplan outlined his take on the state of the American economy today.

By Dan Niepow • Feb. 27, 2026

Oklahoma charter school’s ex-CFO testimony puts audit scrutiny in focus

Josh Brock’s testimony shows how finance leadership can influence governance, oversight and financial controls when audit scrutiny intensifies.

By Adam Zaki • Feb. 26, 2026

SMBs’ finance organizations are slow to adopt AI for accounting

Three-quarters of CFOs at such companies are actively exploring AI tools, but just one in 10 is currently using them.

By David McCann • Feb. 26, 2026

How the Fed is making AI ‘durable’

Fed Gov. Christopher Waller likened the rise of AI to the advent of ATMs, which shifted “human effort” to higher-value work. But fellow Fed Gov. Lisa Cook warned of labor market “costs” tied to AI adoption.  

By Caitlin Mullen • Feb. 25, 2026

Bain finds liquidity pressure rising as private equity capital cycles grow

A new report highlights longer hold cycles, megadeal concentration and a growing focus on operational performance and EBITDA growth.

By Adam Zaki • Feb. 25, 2026

Arctic Glacier CFO Stephanie Choudri talks sale to Reddy Ice

In an exclusive interview, Choudri discusses Reddy Ice’s acquisition of Arctic Glacier and her departure from the company, marking a new chapter for the ice distribution giants and her career.

By Adam Zaki • Feb. 24, 2026

Is the SEC regulating for a pre-AI world?

The Securities and Exchange Commission’s outdated views on disclosures ignore technology and misattribute the decline in public companies to disclosure overload, writes CFA Institute’s Sandy Peters.

By Sandy Peters • Feb. 24, 2026

Survey highlights ‘unpredictability of change’ in global trade

Even before the U.S. Supreme Court ruled on the Trump administration's tariffs, most companies were struggling to keep up with the growing complexities of trade. 

By David McCann • Feb. 23, 2026

OpenAI builds consulting alliances around enterprise rollout: Trial Balance

OpenAI will partner with Accenture, BCG, Capgemini and McKinsey & Company as part of a wider enterprise AI push.

By Lauren Muskett , Adam Zaki • Feb. 23, 2026

Protos Security CFO on the convergence of finance and operations

A longtime CFO-operator, Anthony Escamilla says that the two departments are "inseparable."

By Dan Niepow • Feb. 19, 2026

Jobs report resets rate outlook ahead of Fed leadership shift

From payroll revisions to Fed politics, January’s jobs report raises questions about the prospect of immediate rate cuts.

By Adam Zaki • Feb. 18, 2026

UCLA CFO blows whistle on university finances

Stephen Agostini halted reports, paused a costly ERP project and warned rising compensation and academic and athletics spending are driving a projected $425 million deficit.

By Adam Zaki • Updated Feb. 17, 2026

Finance and sales teams don’t match up on criteria for deal approvals

Those on the more conservative finance side take a dim view of doing business with late payers.

By David McCann • Feb. 17, 2026

How Match Group’s CFO runs the finance function behind modern dating

In the business of love, Steve Bailey focuses on capital discipline, automation experimentation and long-term engagement metrics.

By Adam Zaki • Feb. 13, 2026

How to build a LinkedIn following without being cringy: CFO Peer Audit

As LinkedIn dominates professional social media, finance leaders and heads of CFO networking groups share best practices for building and maintaining an authentic presence on the platform.

By Adam Zaki , Dan Niepow • Feb. 11, 2026

Funding for startup AI companies dominates VC investment arena

While the total number of venture capital transactions continues to fall, the prevalence of megadeals surges.

By David McCann • Feb. 11, 2026

What CFOs can do to close the cyber-ERM integration gap

Firms that connect cybersecurity with enterprise risk management gain a more complete view of risk. Here’s how finance leaders can foster a more unified approach.

By Kelley Pruetz and Kristen Senz • Feb. 10, 2026