Inside the CFO-CAO partnership powering Brex’s IPO ambitions

Ben Gammell and Erik Zhou are building a CFO-CAO model grounded in trust, technical rigor and strategic clarity.

By Adam Zaki • July 15, 2025

Manual tasks still clogging finance teams’ capacity

Just about eight in 10 of respondents in a recent survey by enterprise tech firm Zuora said their finance teams are “swamped” with manual tasks.

By Dan Niepow • July 15, 2025

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

Universal Technical Institute’s CFO on seizing the higher-ed demand shift

Bruce Schuman discusses how UTI is expanding programs and campuses to meet the rising demand for career-focused, skill-based education as skepticism toward the traditional college model grows.

By Adam Zaki • July 15, 2025

Less than half of public accounting staff hold CPA licenses: Trial Balance

The larger the accounting firm, the fewer CPAs it has on staff, according to new data from Inside Public Accounting.

By Lauren Muskett , Adam Zaki • July 14, 2025

AI is seen as the most powerful force for finance staff

Organizations with specific, crafted plans for AI adoption are already seeing tangible ROI, according to a large survey of professionals.

By David McCann • July 14, 2025

June earnings update: Paychex, FedEx, Carnival, Chewy, Petco and Lululemon

Paychex’s Bob Schrader on reinvesting post-acquisition, FedEx’s John Dietrich details cost discipline and Lululemon’s Meghan Frank addresses tariff pressure and managing expenses "prudently."

By Adam Zaki • July 11, 2025

Mounting external concerns confront health care CFOs

While health systems and health plans fret about this year’s revenue and profits, external factors like regulatory and trade policy changes are even greater worries.

By David McCann • July 11, 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

9 steps for CFOs to build a future-focused finance organization

The current macroeconomic environment has created uncertainty for businesses, and finance leaders must act decisively to address risks and ensure agility.

By Sid Basu • July 8, 2025

Tesla CFO named in bogus political filings tied to Elon Musk: Trial Balance

Unverified federal election filings that name Vaibhav Taneja as treasurer of the Musk-backed America Party highlight tensions around immigration and tech policy.

By Lauren Muskett , Adam Zaki • July 7, 2025

8 ways CFOs can successfully onboard new employees

When new finance team members are onboarded effectively, there will be a stronger team dynamic, enhanced productivity and, as a result, reduced attrition.

By Steve McNally • July 7, 2025

43% of CFOs say half of business travel could be replaced by virtual meetings

While most CFOs are still approving travel requests, many also question their value and ROI given how widespread virtual business has become.

By Adam Zaki • July 2, 2025

Boeing names new CFO amid pressure to stabilize operations

Jay Malave will step in as Boeing’s next finance chief amid ongoing quality concerns, cooling labor tensions and ongoing calls to stop burning cash.

By Adam Zaki • July 2, 2025

CFO targeted in ‘scorched earth’ cyberattack by Scattered Spider: Trial Balance

On a four-day hacking spree, hackers hijacked cloud admin rights, impersonated staff to block the company’s response and erased firewalls on their way out.

By Lauren Muskett , Adam Zaki • June 30, 2025

Successful transformations focus on cross-functional teams and managing internal resistance to change

Endlessly analyzing the future impact of a transformation usually does more harm than good, according to a McKinsey study.

By David McCann • June 30, 2025

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

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

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

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