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

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

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

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

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

NASBA, AICPA give blessing to 120-hour CPA pathway

Similar to the planned changes in states across the country, the latest edition of the Uniform Accountancy Act includes an alternate pathway to the longstanding 150-hour requirement for CPA licensure. 

By Dan Niepow • July 25, 2025

CFG Merchant Solutions CFO on risk and regulation in alternative finance

Richard Polgar reflects on how he designed his finance function for the fast-moving industries of invoice factoring and revenue-based financing.

By Adam Zaki • July 22, 2025

Legal, finance collaboration pivotal to business success — white paper

A report from the Association of Corporate Counsel aims to quantify the importance of good relationships between legal chiefs and CFOs.

By Dan Niepow • July 22, 2025

9 takeaways for CFOs from the ‘One Big Beautiful Bill Act’

Sweeping supply-side tax cuts are now law, bringing immediate reporting impacts and long-term planning questions for finance chiefs.

By Adam Zaki • July 8, 2025

How the Fed’s latest standoff is part of a long-standing American tradition

With inflation cooling and rates holding firm this Fourth of July, CFOs are caught in a political and monetary standoff rooted in centuries of conflict over central bank independence.

By Adam Zaki • July 1, 2025

Former Loretto Hospital CFO faces new charges, now a $900M COVID fraud case

Anosh Ahmed, the former CFO of Chicago’s Loretto Hospital who was charged with embezzlement in 2024, is facing new federal charges that accuse him of nearly a billion dollars of attempted fraud.

By Adam Zaki • June 20, 2025

New York passes new CPA pathway in ‘unheard of’ fashion

New York’s accounting policy advisors secured two legislative wins this week, with CPA licensing reform and e-signature expansion both passing in the same session.

By Adam Zaki • June 13, 2025

How PwC’s tax team is using agentic AI

As agentic AI pushes deeper into corporate finance, the firm’s US AI Tax Leader Dom Megna says the technology is no longer experimental. Now, he says, it’s operational.

By Adam Zaki • June 6, 2025

Feds arrest freight forwarder CFO in alleged scheme to avoid customs duties, launder millions

Sport LA CFO Ralph Olarte is accused of bribing public officials and Mexican drug cartels with laundered money to avoid paying import taxes on billions of dollars worth of goods.

By Adam Zaki • June 5, 2025

Is private equity’s pushback on the CPA credential a regulatory issue?

The decision to make non-audit CPAs stop using the credential may be less of a private equity strategy and more of a compliance response to regulatory structures.

By Adam Zaki • May 30, 2025

97% of accounting firms say they’re inefficient with technology

This is a red flag for CFOs who are outsourcing finance functions to firms that sell themselves as being forward-thinking or technology driven.

By Adam Zaki • May 20, 2025

NASBA and AICPA approve model legislation for CPA licensure

The revised Uniform Accountancy Act introduces a third pathway to CPA licensure and modernizes mobility rules to help states address accounting talent concerns.

By Adam Zaki • May 15, 2025