Strategy: Page


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    Q&A

    Converge CFO on tripling EBITDA, navigating PE and leading change

    In her first year as CFO, Ying Miao has focused on efficiency, talent and technology while balancing the demands of a private equity-backed board.

    By Oct. 2, 2025
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    ‘Very frank conversations’ at the heart of CFO-CRO relationship at Planet DDS

    Stephen Fong, finance chief at the dental practice software provider, strives to balance fiduciary duty with CRO Mike Huffaker’s plans for growth.

    By Oct. 2, 2025
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    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
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    CFO conferences to attend in 2026

    At events across the globe, finance chiefs can expect to hear about the growing role of artifical intelligence, rising healthcare costs, leading under private equity and more.

    By Updated May 26, 2026
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    4 steps to ERP consolidation: Metric of the Month

    Multiple ERP systems can fragment data and inflate costs. Here's how CFOs can achieve strategic consolidation without sacrificing operational needs.

    By Oct. 1, 2025
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    Happy 40th birthday, Excel — CFOs reflect on its lasting role in finance

    Four decades after its debut, finance chiefs say Excel’s consistency, flexibility and shared language keep it central to corporate finance even as AI reshapes the tech stack.

    By Sept. 30, 2025
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    Opinion

    Amid automation push, CFO storytelling matters more than ever

    Finance leaders need to develop a skill machines can't replicate: making people care about financial data through compelling storytelling.

    By Konstantin Dzhengozov • Sept. 30, 2025
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    Do execs misgauge peers’ IT expenses?

    Spiking technology costs, including new spending on AI, may cause corporate leaders to erroneously assume they’re outspending the competition.

    By Sept. 29, 2025
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    Employer health care expenses expected to soar next year

    Companies are taking a smorgasbord of approaches to control the cost without aggressively shifting more to employees.

    By Sept. 26, 2025
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    Q&A

    SoundHound AI CFO Nitesh Sharan on life after IPO and AI’s impact on finance

    Sharan describes how he has built a system that manages finance, HR and legal while aligning every function around growth.

    By Sept. 25, 2025
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    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 , Sept. 25, 2025
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    New PICPA research spells out ‘urgent need’ for audit modernization

    CFOs should push audit firms on technology, workforce quality and regulatory readiness, according to a new report from the representing body of Pennsylvania CPAs.

    By Sept. 24, 2025
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    Corporate treasurers brace for shifting job expectations

    In a recent survey by EY, treasurers say they’re facing increased pressure to create value at their organizations. 

    By Sept. 23, 2025
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    Opinion

    Soft power in finance — Why influence matters more than accuracy

    A finance leader reveals why accuracy falls short without the crucial skill of translating numbers into influential insights that drive key business decisions.

    By Oreoluwa Onabowale • Sept. 23, 2025
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    Risk and business strategy go hand in hand: EY

    Companies with a traditional approach to risk management may miss opportunities to improve the function.

    By Sept. 22, 2025
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    CFOs adjust to private equity’s growing influence

    As private equity firms buy up businesses across many industries, finance chiefs are navigating a more complicated leadership structure.

    By Sept. 19, 2025
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    Eric Mason’s move from Quincy, Massachusetts CFO to advising municipalities

    Formerly the CFO of his hometown, Mason details his first formal onboarding process, the scope of his new role, lessons learned in public finance and how he’s preparing for fatherhood.

    By Sept. 19, 2025
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    AI use is casual for consumers but becoming formal for CFOs

    While only 30% of ChatGPT inquiries are for work, CFOs are facing mounting pressure to prove AI’s business value through measurable results, according to new data.

    By Sept. 18, 2025
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    Tariffs throw a snag into companies’ planning and profits

    Almost two-thirds of finance executives say their FP&A teams are challenged to prepare reliable forecasts.

    By Sept. 18, 2025
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    7 pieces of advice for CFOs from former PCAOB Chair Erica Williams

    While talking on topics like AI risk and auditor accountability, she said CFOs must double down on compliance while promoting a culture that encourages whistleblowing.

    By Sept. 17, 2025
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    Agentic AI rushes to the leading edge

    A majority of companies that use generative AI are also now using nearly autonomous agents that can plan and reason on their own.

    By Sept. 16, 2025
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    Qualities of the successful small business CFO

    Corporate experience becomes invaluable when transitioning to the dynamic world of small business leadership, where versatility and hands-on expertise shine.

    By Sept. 15, 2025
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    What mid-market CFOs say about the job today and where it’s headed

    With lots of talk on how the CFO role is set for change, finance leaders at a recent Long Island CFO event emphasized the daily realities of forecasting, technology and leading teams.

    By Sept. 12, 2025
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    79% of FP&A teams are using AI, but mostly to enhance operations

    Fewer are deploying the latest tools strategically, such as to drive scenario modeling or guide cross-functional decisions.

    By Sept. 12, 2025
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    CFO interest in agentic AI surged in Q3, but skepticism lingers

    Two-thirds of CFOs say they have no plans to adopt agentic AI, yet testing jumped from zero to more than one in 10 enterprises in just 90 days.

    By Sept. 10, 2025
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    6 initial takeaways from FinovateFall

    From customization and customer experience to AI and stablecoins, early themes at FinovateFall highlight trends CFOs should be watching.

    By Sept. 9, 2025