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 Adam Zaki • Oct. 2, 2025 -
‘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 Dan Niepow • Oct. 2, 2025 -
Explore the Trendline➔
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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 -
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 Adam Zaki • Updated May 26, 2026 -
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 Perry D. Wiggins • Oct. 1, 2025 -
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 Adam Zaki • Sept. 30, 2025 -
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 -
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 David McCann • Sept. 29, 2025 -
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 David McCann • Sept. 26, 2025 -
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 Adam Zaki • Sept. 25, 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 -
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 Adam Zaki • Sept. 24, 2025 -
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 Dan Niepow • Sept. 23, 2025 -
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 -
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 David McCann • Sept. 22, 2025 -
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 Dan Niepow • Sept. 19, 2025 -
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 Adam Zaki • Sept. 19, 2025 -
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 Adam Zaki • Sept. 18, 2025 -
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 David McCann • Sept. 18, 2025 -
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 Adam Zaki • Sept. 17, 2025 -
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 David McCann • Sept. 16, 2025 -
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 Steve McNally • Sept. 15, 2025 -
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 Adam Zaki • Sept. 12, 2025 -
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 David McCann • Sept. 12, 2025 -
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 Adam Zaki • Sept. 10, 2025 -
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 Adam Zaki • Sept. 9, 2025