Strategy: Page 12
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Q&A
How EY’s finance transformation team is approaching AI strategy
Deirdre Ryan, EY’s global finance transformation leader, details how her team is guiding both clients and EY’s own finance function through AI adoption.
By Adam Zaki • June 27, 2025 -
Companies record fourth-quarter profits that are half their earnings in the interim quarters
A new academic paper documents the pattern, which is so consistent that investors seem to be missing an opportunity hiding in plain sight.
By David McCann • June 26, 2025 -
Explore the Trendline➔
Getty Images
TrendlineTax 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 -
Opinion
Unlocking the power of AI for extractive and generative insights
As CFOs navigate the opportunities and challenges presented by AI, a hybrid approach that combines extractive and generative capabilities may hold the key to success.
By John Parkinson • June 25, 2025 -
Tariff-worried CFOs face poorest outlook as price hikes may fall short — Duke-Fed survey
Price increases outpace sales expectations among CFOs who are concerned about tariffs, leading to negative real revenue growth projections for those firms.
By Adam Zaki • June 25, 2025 -
Rising costs re-emerge as companies’ top benefits issue
With U.S. employers’ medical tab expected to climb by more than 10% this year, they’re more aggressively making plan changes.
By David McCann • June 23, 2025 -
CFOs slash profit forecasts by 22% as economy triggers concern
Pessimism about the U.S. economy and its impact on this year’s demands and goals is worrying CFOs, according to new data from Grant Thornton.
By Adam Zaki • June 18, 2025 -
90% of SMB leaders say they’ll be paperless in five years despite poor data concerns
Despite technology optimism, small and medium-sized organizations face significant challenges in achieving business-wide tech integration, according to new Bill data.
By Adam Zaki • June 17, 2025 -
Opinion
5 key LOI and purchase agreement strategies CFOs must master
A well-crafted letter of intent is the foundation of a successful acquisition, setting the tone for negotiations and protecting the company’s bottom line.
By Tatjana Paterno • June 17, 2025 -
Eli Lilly CFO’s on-stage comment shows the high stakes of public speaking: Trial Balance
As more CFOs step into the public spotlight by participating in events and conferences, the cost of misspeaking and the importance of leadership alignment on policy are increasing.
By Lauren Muskett , Adam Zaki • June 16, 2025 -
Q&A
Metallicus CFO Irina Berkon on why compliance is crypto’s next frontier
As regulators catch up to crypto, Berkon says trust and transparency are becoming competitive advantages.
By Adam Zaki • June 12, 2025 -
Are defined benefit plans back? Half of CFOs are now using them
Some CFOs managing defined benefit plans are choosing to maintain them after years of phaseouts, with some even exploring ways to bring them back.
By Adam Zaki • June 12, 2025 -
What CFOs should take away from the Ames v. Ohio decision
The Supreme Court’s recent ruling eliminates the concept of reverse discrimination and changes how majority-group status is treated in bias claims.
By Adam Zaki • June 10, 2025 -
Opinion
5 ways for CFOs to address the accounting talent shortage
The accountant shortage isn’t going away, but CFOs can change how they compete for talent.
By John Dorer • June 10, 2025 -
U.S. economic policy slows down PE buyers
A sharp falloff in deal counts and valuations during April suggests a cloudy near future for private equity deals.
By David McCann • June 10, 2025 -
Does Baker Tilly’s merger signal a public accounting mid-market power shift? Trial Balance
In a recent interview, Baker Tilly’s current and incoming CEOs share how having private equity is helping the firm scale, invest in new technology and meet the rising demands of mid-market clients.
By Lauren Muskett , Adam Zaki • June 9, 2025 -
Tariffs prompt raft of corporate finance responses
Companies scramble to renegotiate with suppliers, raise prices and de-risk by prioritizing U.S. business.
By David McCann • June 9, 2025 -
How Keurig Dr Pepper’s CFO works as the company’s ‘co-pilot’
Sudhanshu Priyadarshi discusses scaling digital tools in finance, navigating trade volatility and balancing global leadership with fatherhood.
By Adam Zaki • June 5, 2025 -
May earnings update: Macy’s, BJ’s, Ralph Lauren, Dick’s Sporting Goods, Cava and LoanDepot
Ralph Lauren’s Justin Picicci on cautious guidance amid cost inflation, Dick’s Sporting Goods’ Navdeep Gupta highlights its Foot Locker acquisition and BJ’s Laura Felice talks consumer spending.
By Adam Zaki • June 3, 2025 -
Opinion
Balancing strategic tradeoffs and leadership transparency during challenging transformations
Transparent communication around cost-cutting decisions is vital for preserving employee morale, productivity and culture.
By Annie Peabody • June 3, 2025 -
Top CFO growth strategy is AI by a nose
Almost as important are M&A pursuits and, surprisingly, workforce expansion, a new Coupa survey reveals.
By David McCann • June 2, 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 -
Opinion
Financial transparency as a strategic advantage for CFOs
When delivered with consistency and clarity, transparency can transform company culture, drive better decision making and empower employees to think like owners.
By Michael Paull • May 29, 2025 -
Q&A
Why Trintech’s CFO still values his CPA license after 30 years
Omar Choucair discusses the importance of maintaining his CPA license, the differences between being a CFO in public ownership and private equity and the changing communication demands of a CFO.
By Adam Zaki • May 29, 2025 -
In assembling finance teams, Excel expertise still trumps AI skills
AI’s impact on finance will continue to deepen, but large staffing cuts are an unlikely result, according to a new Vena Solutions report.
By David McCann • May 28, 2025 -
Opinion
The hidden cost of constant innovation
Organizations often implement new technologies without accounting for training and productivity losses, but there are proven strategies to boost adoption rates and ROI.
By Courtney Schuyler • May 28, 2025