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Investor expectations are changing rapidly, and boards will be asked to demonstrate readiness by the 2026 proxy season. That was the focus of my recent message. corporate director briefing moderator dominique shelton leipzigHe is CEO of Global Data Innovation and one of the nation's leading authorities on AI, privacy, and data governance. With more than 30 years of experience in big law, she has trained more than 50,000 professionals and advised Fortune 500 boards on responsible innovation. She was joined by roosevelt gilesa global expert in business transformation and cyber strategy, chairs the Stakeholder Impact Foundation and founded Endpoint Ventures,…
The race to bring artificial intelligence into nearly every aspect of business continues, and no department is looking for more talent than finance. Centuries of manual and semi-manual human effort in the finance sector has been hit hard by years of labor shortages that show no signs of slowing down. That promise gave the floor of the Jacob Javits Convention Center on Manhattan's West Side a giddy gold rush atmosphere this week. About 2,000 attendees filled two football field-sized pavilions packed with vendors for CFO Leadership's 2nd Annual Financial Accounting Technology Expo. The fact that FATE has more than doubled…
Mesh, CashIO, Meshly.ai, and VirtuSpect were named winners in the Core Finance Tech Stack, Business Intelligence and Automation, Productivity Tools, and Disruptive Platforms and Tools categories, respectively, in the 2025 CFO Leadership Finance and Accounting Technology Expo Pitch Stage Competition. “Let's be honest,” said contest host Mary McKenna, a former technology CFO and angel investor. “Startups are the people who start things in the economy. If you don't support them, big companies won't exist.” Startups from around the world applied to pitch their products and services to the expo's audience of venture capitalists, angel investors, entrepreneurs, and potential customers such…
The finance function is undergoing a fundamental transformation, and it's happening from within ERP itself. Modern cloud-based financial management systems like Sage Intacct, the leading ERP platform designed specifically for finance teams, are now embedding artificial intelligence directly into core accounting workflows. Features already in production include anomaly detection in the general ledger, OCR invoice capture in accounts payable, intelligent cash applications in accounts receivable, natural language queries for financial data, and more. Sage plans to roll out even more ambitious features by 2026. Autonomous workflow orchestration that can draft journal entries for review and what Brenda Kahier of financial…
Many corporate boards faced multiple challenges this year that required significant adjustments. Whether it's developing an AI strategy, adjusting to tariffs, determining how digital currencies will impact a company's growth, or developing a leadership succession plan, the year-end is a time when boards can determine whether their current corporate governance policies can survive changing economic realities while meeting future needs. Carver Bancorp recently launched a Board Modernization Initiative, which Chairman of the Board Lewis P. Jones III said “demonstrates the Board's commitment to implementing proven governance practices aligned with leading companies and making the decisions necessary to more effectively compete…
“Are you working? for CEO or and Who is the president? ” This is the most essential question every financial professional must ask themselves in the age of artificial intelligence, says Serial founder, CEO, and television personality Marcus Lemonis. Because if your job is just to provide numbers to the person holding the top job, your days, and thus your career possibilities, will surely be limited as AI grows. Financial professionals are packing in for the opening of CFO Leadership's 2025 Finance and Accounting Technology Expo on November 11 and 12 at the Jacob Javits Convention Center in Midtown Manhattan.…
When CEOs discuss sales performance, the focus is almost always on compensation: what kind of behavior, how much, and how much. There are two reasons for this. One is for practical reasons, the other is quietly counterproductive. The practical reason is straightforward. For most B2B companies, compensation is the largest line item in the sales budget. This is a significant cost that needs to be managed effectively. But the second reason is more problematic. There is a pervasive and often unexamined idea that salespeople are “coin-operated,” or motivated primarily by money. At best, this belief is outdated and naive. At…
Finance functions have never moved faster with artificial intelligence (AI) transforming forecasting, risk management, and decision-making. According to Protiviti, a subsidiary of Robert Half, 72% of finance leaders are currently using AI tools, but many face common challenges. That means technology is advancing faster than teams can adapt. Years of automation and analytics upgrades have left tools underutilized and their potential untapped. Forward-thinking CFOs are closing this gap by turning AI investments into strategic enablers. That means building teams around a data-savvy, adaptable, and learning mindset. Balancing the equation: tools, talent, and time CFOs often encounter impressive dashboards from new…
CFOs must help secure organizational success while keeping the finances golden. Gary Cooperman, COO and CFO at Pressed Juicery, calls this profitable growth. Joining Jack McCullough, he shares his impeccable strategies for turning this goal into reality, which involves proper team collaboration, strategic partnerships, and a strong relationship with the CEO built on trust. Gary also shares his experiences from the tech industry to the world of consumer-packaged goods (CPG), as well as his valuable insights on using AI tools to elevate his responsibilities as a CFO. — Listen to the podcast here — Welcome back, rockstars. We have a…
Even before I set out to rebuild Jamba Juice, I was already a forward-thinker and knew the value of dreaming big. Use this idea to visualize the end point you want to reach and work your way back from that future. Applying this forward-thinking mindset, I implemented this strategy at Nestlé Purina and later at Gillette, Safeway, and Jamba Juice. The goal has always been to clearly define what strategies will benefit the company, division, and department. Whether you consider it a foundation, a pillar, an enabler; Culture is always linked to strategy. Let's take Jamba Juice as an example.…