Newsletter

CFO & Financial Operations

35 resources · 3 articles · 17 partners

What we think

What is Finance Process Automation?

In the evolving landscape of modern business, efficiency and accuracy in financial operations are crucial for maintaining competitiveness and ensuring financial health. Finance Process Automation (FPA) is a…

FinTech News Room Editorial

Develop Your Recurring Revenue Business Model Strategy

In today’s competitive market, businesses are increasingly turning to recurring revenue models to drive growth and stability. Unlike traditional one-time sales, recurring revenue models offer a steady stream of income…

FinTech News Room Editorial

What partners published

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Guide

The AI Adoption Blueprint: How to Get the AI You Actually Need

Generic AI solutions won't cut it in the office of the CFO. The complexities of financial reporting and audit demand specialized tools, ironclad security, and a clear path to ROI. The AI Adoption Blueprint provides a

WorkivaCFO & Financial Operations
Report

The State of Generative AI in the Office of the CFO

Generative AI is delivering measurable results for finance teams, with 88% of users reporting increased ROI. But as adoption outpaces policy, the risk of ungoverned AI usage is growing. The State of Generative AI in the

WorkivaCFO & Financial Operations
Guide

The AI Playbook for Executives

You know AI is essential, but deploying it effectively across finance, audit, and sustainability requires more than just buying new software—it requires strategic rigor and unassailable data quality. Workiva's AI

WorkivaCFO & Financial Operations
Analyst report

CFO and CIO Roles in Enterprise Transformation: Distinct Mandates, Converging Influence

AI adoption, regulatory complexity, and demands for data integrity are reshaping how enterprises make technology decisions. According to a new IDC Perspective, the days of siloed tech ownership are over. The most

WorkivaCFO & Financial Operations
Report

Demystifying AI

AI is no longer confined to the realms of science fiction or cutting-edge research labs. It is becoming increasingly pervasive in nearly all aspects of our lives, as businesses and governments harness the power of AI to

NetsuiteCFO & Financial Operations
Whitepaper

Upskill Your Finance Team With AI and Soft Skills

Ready to Boost Your Finance Team’s Impact?

NetsuiteCFO & Financial Operations
Whitepaper

Architecture built for the strategy you want next

Investment management firms with similar talent and budgets diverge sharply within two to three years. The difference is rarely their tools, it's the foundation those tools sit on.

SimCorpCFO & Financial Operations
Guide

Modern Application Control: Enterprise Buyer’s Guide. 12 Key Considerations for Enterprise Buyers

While a "Deny by Default" posture provides unmatched protection against ransomware and shadow IT, legacy tools long suffered from a reputation of extreme operational complexity and bloated agent architectures. This

Airlock DigitalCFO & Financial Operations
Whitepaper

Getting the Basics Right: The Employee Journey in Investment Management

56% of HR leaders say their tech isn’t meeting their needs. Legacy systems aren’t built for the future of investment management.

WorkdayCFO & Financial Operations
Whitepaper

The Future Is Now: Investment Management’s Digital Transformation

Despite challenges such as squeezed margins and rising regulations, the future of the investment management industry is coming into focus. This industry perspective from Workday and Deloitte helps you move forward by

WorkdayCFO & Financial Operations
Guide

Future-Ready Insurance: Put Your Data to Work

This guide drills down into six best practices to help elevate your data strategy from foundation to unprecedented growth.

WorkdayCFO & Financial Operations
Whitepaper

Future-Proofing Insurance Operations

Discover how insurance leaders are updating finance with digital solutions.

WorkdayCFO & Financial Operations
Whitepaper

Maximizing the impact of your benefits investment

Looking for ways to maximize return on your HRIS and employee benefits programs? Integration is the answer. Integrations help HR teams take a major step forward on the digital transformation journey by allowing them to

UnumCFO & Financial Operations
Whitepaper

7 Compliance Challenges Companies Face When Growing Globally

Companies that grow internationally without prioritizing compliance are sure to run into problems.

Globalization PartnersCFO & Financial Operations
Report

CFO’S STATE OF COMMERCE PLAYBOOK A COMPLIANCE & FINANCE PROFESSIONAL’S ROADMAP FOR MANAGING DIGITAL GROWTH

The digital age reshapes how businesses operate, with customers now having many choices in purchasing goods and services. For CFOs and finance teams, adapting is paramount. Introducing the "CFO’s State of Commerce

AvalaraCFO & Financial Operations
Whitepaper

Five Ways CFOs Can Increase Project Profitability

In the fast-paced service industry, CFOs prioritize project profitability as the key metric for long-term growth. Projects, ranging from technology implementations to marketing events, demand a clear understanding of

SageCFO & Financial Operations
Guide

CFO 3.0 - Digital Transformation Beyond Financial Management

CFO 3.0: Digital transformation beyond financial management is a new guide that looks at the evolution of the chief financial officer.

SageCFO & Financial Operations
Whitepaper

Stepping up from QuickBooks: Multi-Entity Organization

As your business grows beyond QuickBooks and basic spreadsheets, limitations arise. QuickBooks, designed for single-user use, hinders professional financial management as complexities increase.

SageCFO & Financial Operations
Whitepaper

The Hidden Cost of QuickBooks

While QuickBooks is a popular choice for small businesses, there are hidden costs that can impact your bottom line. This white paper uncovers the hidden costs associated with QuickBooks and highlights the potential

SageCFO & Financial Operations
Report

State of finance

Top global tax and finance challenges, plans, and priorities are revealed in Avalara's new State of Finance report. With external pressures mounting, organizations of all sizes are turning to newer technology to

AvalaraCFO & Financial Operations
Whitepaper

The Total Economic Impact Of Workday Adaptive Planning

How Workday Adaptive Planning customers achieved 249% ROI.

LionReach MediaCFO & Financial Operations
Whitepaper

The next era of financial planning and consolidation

Finance leaders face increasing demands for real-time insights, streamlined processes, and strategic decision-making. Traditional, disconnected systems hinder agility and accuracy, making it challenging to close the

AnaplanCFO & Financial Operations
Whitepaper

Ventana: Accounts Receivable Automation Accelerates the Close

As finance and accounting (F&A) executives maintain a laser focus on driving greater productivity gains across the organization, it’s no longer enough to do more (often with less). To meet rising demands, the name of

BlackLineCFO & Financial Operations
Whitepaper

Break ROI Limits: CreditSafe’s Success with BlackLine’s Invoice-to-Cash Solution

Accounts Receivable is the backbone of cash flow management and financial stability. Efficient AR processes ensure businesses collect revenue faster, reduce outstanding debt, and maintain healthy cash flow. Yet, manual

BlackLineCFO & Financial Operations
Report

Record to Report: Smooth Orchestration or Chaos on a Deadline?

It can be a long and winding race from record to report. Many finance and accounting (F&A) teams face gaps in process, technology, and data—resorting to manual, brute-force spreadsheet work to reconcile transactions

BlackLineCFO & Financial Operations
Guide

Outgrowing QuickBooks

A Strategic Guide for SaaS CFOs Preparing for ERP shows when ERP is truly warranted — and how to extend QuickBooks now to automate billing, revenue recognition, and reporting with less risk.

MaxioCFO & Financial Operations
Whitepaper

Profit & performance: Maximising efficiency in 2025

Profit & performance: Maximising efficiency in 2025

KlaviyoCFO & Financial Operations
Guide

K–12 School Software Buyer’s Guide

This comprehensive guide is crafted to support your K–12 private school in finding the perfect software solutions tailored to your specific needs. Here’s what you’ll discover:

BlackbaudCFO & Financial Operations
Guide

Maximize impact. Minimize costs.

Corporate strategy demands doing "more with less," but on the frontline, this pressure often leads to overwhelmed managers and disengaged employees. This guide provides 35 actionable strategies to optimize your deskless

AxonifyCFO & Financial Operations
Whitepaper

Nonprofit Revenue Recognition Simplified

Revenue recognition updates are pivotal in nonprofit accounting, notably with ASU 2018-08 and ASC 606. Nonprofit finance teams must grasp these changes to make accurate judgments on revenue streams. Government grants

SageCFO & Financial Operations
Analyst report

Forrester Total Economic Impact™ Study: Dayforce HCM delivered 176% ROI

If you run payroll or own workforce outcomes, you feel the stress every day. Challenges turn into late nights, workarounds, and growing risks. A new Forrester Consulting Total Economic Impact™ study commissioned by

DayforceCFO & Financial Operations
Guide

The Global Hiring Guide for Financial Services

Financial services operate under one of the most complex regulatory environments. But as digital demands evolve, the industry is caught between its traditional, risk-averse roots and the fast-paced world of fintech.

Globalization PartnersCFO & Financial Operations
Whitepaper

How Silos and Redundancies Impact Financial Sustainability in K–12 Schools

Redundancies and silos present significant challenges to the financial health of K-12 schools, threatening their long-term sustainability. These challenges manifest in various ways, from overlapping software systems to

BlackbaudCFO & Financial Operations
Report

The Role of Finance in Environmental, Social, and Governance Reporting

How well a company performs on environmental, social, and governance (ESG) issues is becoming an increasingly critical performance metric for investors, consumers, and management. This report from KPMG, details how

AWSCFO & Financial Operations
Whitepaper

Your org is agile. Is your finance team?

In a world of shifting markets, evolving priorities, and real-time decisions, traditional finance structures can’t keep up. The quarterly cadence? Too slow. Departmental silos? Too risky.

AnaplanCFO & Financial Operations
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