Regulation & Compliance
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The impact of new leadership at the PCAOB: Trial Balance
As new board members arrive, the PCAOB prepares for a new age without its “lone dissenter.”
By Lauren Muskett , Adam Zaki • Feb. 2, 2026 -
What’s actually driving Carvana’s margins?
Short-seller research is renewing questions about how the online car seller's margins are generated across its retail operations, financing activity and businesses belonging to the CEO’s family.
By Adam Zaki • Jan. 29, 2026 -
Online sneaker seller’s CFO gets prison time for bank fraud conspiracy
Bethany Mockerman, who served as finance chief of collectible shoe seller Zadeh Kicks, concocted a “sophisticated, comprehensive scheme” to deceive banks into providing loans, federal prosecutors said.
By Dan Niepow • Jan. 29, 2026 -
Will private equity’s pivot to continuation vehicles continue in 2026?
The phenomenon of private equity firms essentially selling portfolio companies back to themselves has grown rapidly in recent years, but investors — and likely many CFOs — aren’t totally sold.
By Dan Niepow • Jan. 22, 2026 -
Opinion
Antitrust enforcers sharpen their focus on earnings calls
A new regime of closer scrutiny by the European Commission may influence U.S. regulators and courts.
By Parker Miller, Jens-Olrik Murach and Robert Poole • Jan. 13, 2026 -
SEC drops fraud case against mining CFO
The commission said it has agreed to dismiss the 2017 civil case against Rio Tinto’s former CFO Guy Elliott.
By Dan Niepow • Jan. 12, 2026 -
Former software firm CFO convicted of wire fraud
Nevin Shetty faces up to 20 years in prison for funneling more than $35 million from his former employer to a cryptocurrency platform. Defense attorneys are seeking an appeal.
By Dan Niepow • Nov. 14, 2025 -
October earnings update: Amazon, Fiserv, Eli Lilly, Reddit, Tesla and more
Heineken’s Harold van den Broek said beer demand remains soft, Tesla’s Vaibhav Taneja flagged tariff drag, Brian Dykes talked UPS’ liquidity and Lucas Montarce lifted Eli Lilly’s outlook.
By Adam Zaki • Nov. 5, 2025 -
PCAOB board member says leadership change has sparked tech progress
Christina Ho said now that Erica Williams is no longer chair at the audit watchdog, the board is moving forward with formerly-stalled AI initiatives.
By Adam Zaki • Oct. 31, 2025 -
Porsche’s operating profit plunges 99% as CFO manages EV reset: Trial Balance
CFO Jochen Breckner says tariffs, dwindling Chinese demand and delayed vehicle models will weigh on earnings before margins can recover next year.
By Lauren Muskett , Adam Zaki • Oct. 27, 2025 -
Feds serve former Builder.ai CFO with a subpoena amid investigation: Trial Balance
While on a layover in Dallas, former finance chief Andres Elizondo was served by FBI agents as prosecutors examine the collapse of the Microsoft-backed AI startup.
By Lauren Muskett , Adam Zaki • Oct. 20, 2025 -
Ethical CFO leadership as a strategic differentiator
Finance leaders can become beacons of ethical behavior by shining light on potential ethical blind spots and fostering a culture of accountability.
By Steve McNally • Oct. 15, 2025 -
Investors fall victim to alleged $112M retail Ponzi scheme: Trial Balance
An investor group that once owned RadioShack and other distressed retail brands is at the center of the allegations.
By Lauren Muskett , Adam Zaki • Sept. 29, 2025 -
New Jersey CFO stole nearly $2M from low-income housing complex, prosecutor says
John O’Donnell has been sentenced to seven years in New Jersey prison for the crime.
By Dan Niepow • Sept. 26, 2025 -
CFO Peer Audit: Is the finance chief’s role changing?
Buzzwords like strategic, collaborative and forward-thinking have come to define the CFO role. But is this trend new?
By Adam Zaki , Dan Niepow • Sept. 25, 2025 -
Trump calls to end quarterly earnings reports: Trial Balance
The president’s suggested move from quarterly to semiannual disclosures underscores a long-running debate over the cadence of corporate reporting.
By Lauren Muskett , Adam Zaki • Sept. 15, 2025 -
Q&A
How Aurora Cannabis’ shift to global medical market led to higher margins
CFO Simona King explains how new markets, technology and patient demand helped Aurora become free cash flow positive for the first time while creating a new pathway for growth.
By Adam Zaki • Aug. 28, 2025 -
Q&A
How a CFO-built cannabis dispensary is expanding in New York City
Roy Cysner, CFO of The Travel Agency, provides insight into how finance is helping build a cannabis brand in one of the most challenging places to do so.
By Adam Zaki • Aug. 12, 2025 -
Can PILOT programs plug holes in municipal budgets?
Some American cities turn to “payments in lieu of taxes” programs to fill budget gaps. The jury’s still out on how effective they are.
By Dan Niepow • Aug. 8, 2025 -
Federal regulatory activity dropped steeply in H1 2025
Analysis by information services firm Wolters Kluwer shows a sharp decline in both the number and severity of penalties for financial services businesses in the first half of the year.
By Dan Niepow • Aug. 7, 2025 -
Alaska approves 120-credit CPA pathway without governor’s signature: Trial Balance
Alaska Gov. Mike Dunleavy, who has spent much of his career in education, chose not to sign or veto the state’s new CPA licensure law, which lowers education requirements for the profession.
By Lauren Muskett , Adam Zaki • Aug. 4, 2025 -
Q&A
Institute of Internal Auditors CFO on audit quality, setting standards and AI
Ann Cohen shares how evolving risks, emerging technology and strong internal audit partnerships impact her work and the changing dynamics of the audit function at large.
By Adam Zaki • Aug. 1, 2025 -
Can cross-border mobility help solve talent retention issues?
As talent pressures linger, EY data suggests “evolved” mobility functions are delivering better outcomes and creating more ways to measure the return on moving people around the globe.
By Adam Zaki • July 29, 2025 -
Opinion
5 international tax compliance strategies when going global
CFOs steering U.S. businesses into global markets will need to engage in proactive strategic planning to meet the convergence of digital tax policies.
By Michael Bernard • July 29, 2025 -
Trump’s EU trade deal brings CFOs relief without guarantees: Trial Balance
A 15% rate will replace the 30% tariff previously proposed by President Trump, but uncertainty remains for companies doing business overseas.
By Lauren Muskett , Adam Zaki • July 28, 2025